Concepts

Tasks

Settings

Linking a Work Request to a Work Order Task

You can create a work order task to fulfill a work request, add a new task to an existing work order, or link a work request to an existing task. You can select a standard task, task template, standard job, or job template on which to base a new work order task.

If the purpose of the work request and work order is to resolve the asset’s full, partial, or potential failure, you can create a failure record to document the failure or anomaly and track its resolution. You can view the new failure record from the work order task’s Activity view. The failure record is automatically given the status Open and its source is shown as “Work Request”.

Only work orders and work requests from the same site can be linked. If the work has already been completed, you can link the request to a closed work order. When a request is linked to a closed work order, the status of the request is set to “Work completed”. A request cannot be linked to a work order that is canceled.

If your organization requires that work requests be approved, a work request must be approved before you can link it to a work order task.

If the work request was created to acknowledge an indicator alarm, this information is copied to the work order.

You can also link a work request to a work order from the work order task. For example, you might want to link multiple work requests to a work order task when you are planning a task for which you know there has been more than one request.

This topic explains how to link one or more work requests to a work order task, and how to link work requests from an existing work order task.

To Link a Work Request to a Work Order Task

1.	Open the work request.

2.	From the Tools menu, select Create or Link to Work Order. The Create or Link Request to Work Order dialog appears.

3.	Select a linking option:

Setting Name

Description

Action

Select how you would like to link to a work document: • Create a new work order: If appropriate, select a standard task, task template, standard job, or job template on which to base the new work order. • Add a new task to an existing work order: Select a work order on which the new task will be created. If appropriate, select a standard task or task template on which to base the new task. • Link to an existing work order task: Select an existing work order task to link to. The system creates the link without changing the planning information on the work order and task. • Create a new work request: When you click OK, the work request is created. This option is enabled if you are creating a work document from a failure record.

4.	If appropriate, select a work order, work order task, standard task, or standard job.

5.	If the purpose of the request is to resolve a failure, select the Failure Info tab.

6.	Select Create a failure.

APM assigns each failure record a unique failure number. The failure number can be used to locate the failure or to launch it from the find bar.

7.	Select a failure mode or problem:

•	If failure modes have been defined for the asset, select an appropriate failure mode. The failure mode’s description, failure type, failure classification, effects, and avoidance savings are copied to the failure record. Any indicators assigned to the failure mode are also copied to the record.

•	If problems have been defined for the asset type, select a suitable problem from the Problem list. The selected problem’s description, failure type, and failure classification are copied to the failure record.

8.	Select a failure type and classification, if appropriate. Failure types and classifications allow failure records to be grouped and categorized for reporting purposes.

9.	On the Description tab, enter or modify the description of the failure as needed.

10.	Select the date and time when the failure occurred.

11.	Assign a severity level to the failure. For example:

•	Total: the asset’s performance has decreased to a point where the asset no longer performs at its required level. The asset has completely failed.

•	Partial: the asset’s performance has decreased to a point where it no longer performs one of its functions at the specified levels. The asset is still functioning.

•	Potential: a condition has been noticed that would result in a failure if the problem is not resolved. Potential failures are most often reported when an indicator reading raises an alarm against the asset.

12.

If you are recording a potential or partial failure, you can specify a remaining PF interval. PF interval is used to indicate the date when a potential or partial failure could escalate to a total failure if the problem is not resolved beforehand. PF interval is usually tracked in units of time (hours, days, weeks, and so on). However, an asset that has a cumulative primary indicator can use a PF interval measured in indicator values, such as cycles or operating hours.

13.	When you specify a PF interval, APM periodically recalculates the time remaining until a full failure can be expected. If you wish to prevent APM from changing the PF interval, select Locked. The PF interval remains at its current level until it is changed manually.

14.	Click OK. The system opens the new or existing work order.

Tip: If you specified that a failure be created, you can view and edit the failure record on the work order task. Select the Activity view, expand the Failures node, and select the failure. Information about the failure is shown in the right pane. You can double-click the failure’s icon to open the failure record.

15.	You can now continue planning the work order task. When you are finished entering information about the task, you can:

•	Add tasks to the work order. See Adding Tasks to a Work Order.

•	Plan the work order’s tasks. See Planning Work.

•	Change the work order’s status to Planned. See Marking a Work Order as Planned.

•	Send the work order for approval. See Sending a Work Order for Approval.

•	Schedule the work order’s tasks. See Scheduling a Work Order Task Using Availability Scheduling.

To Link Work Requests From a Work Order Task

1.	Open the work order task.

2.	Make sure that editing is enabled.

3.	From the Planning view, select the Source tab and then the Work Requests tab. The table lists work requests already linked to this work order task.

4.	Click Browse and make your selection from the Select Work Requests dialog. The list shows work requests from the same site as the work order task, with a status of New, or with an approval status of Approved (if approval is required).

5.

Click OK.