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Settings

Creating a Work Request

If you need to submit a request for a job to be done, you can create a work request. On the work request, you can enter all of the information that you have about the job. If your site requires approvals, you must send the work request for approval, before a work planner can turn the work request into a work order and then plan and schedule the work.
Work requests can be created on projects, on the action plans of strategy development analyses, and from scratch. This topic explains how to create a work request from scratch on the site’s Work Management view.
If the site’s approval settings determine that work requests require approval, see Sending Work Requests for Approval.
Tip: You can print a work request report that lists the asset information, request details, and description. On the Work Request menu, click Print and then Work Request Form.

To Create a Work Request

1.
On the Site window, select the Work Management view, Work Requests tab.
2.
Click New. The Work Request window appears.
3.
If your request is related to an asset, browse to select it. The asset information is added to the window. The failure modes and problems associated with the asset are available in their lists.
4.
Select a failure mode or problem, if defined for the asset. If failure modes were defined for the asset during strategy development analysis, you can browse for the failure mode. Otherwise, you can select a problem if standard problems exist for the asset.
Note: If you select a failure mode or problem, APM uses its name as the title for the request. The failure mode or problem’s description is copied to the Description box. You can change the title and description as needed.
5.
On the Details tab, add work information for the request:
Setting Name
Description
Work Priority
The priority of the work that is being requested. The work priority selected here will appear on the work order created from this work request.
Requested Completion Date
The requested completion date for the work. This date will appear on the work order created from this work request.
Work type
A work type is a site setting used to describe different kinds of work. For example, “Inspection” and “Repair” might be two work types that you use in your organization. This information is included in the work order created from the request.
Work classification
Work classifications are used to group work order tasks into categories relevant for the site. When you select a work classification for a work request, the list is filtered to include only those classifications defined as valid for the selected work type. The work type and classification are added to the work order created from the request.
Maintenance group
The maintenance group that needs to perform the work requested. Select the appropriate maintenance group. For example, you may select a mechanical group, an electrical group, or a preventive maintenance group.
Planner
The employee who is the planner for this work request.
Estimated cost
The estimated cost of the work request. If you know the cost of the work, you can enter it here. If approval is required for the work request, this information will be displayed on the approval request.
Map coordinates
The longitude and latitude coordinates of the work request.
Note: By default, the map coordinates are automatically populated with the coordinates of the asset to work on.
6.
On the Project tab, you can link the work request to an existing project. Click Browse, select the project, and click OK. The project number and title are added to the tab. You can select the appropriate work breakdown structure from the WBS list. When the work request is saved, information about it is added to the project.
Note: If the work request was created from a project, select the Project tab to view the project’s number and title. You can select the appropriate WBS from the list.
7.
On the Source tab, in the Requested by box, enter the name of the employee requesting the work. To search for the employee, click Browse. Select the employee in the Employee Selector dialog and click OK.
8.
Select the Comments tab to add and view work request comments.
9.
Save the work request.