How to create a work order to a request?
Through requests, an organization's employees can request
maintenance actions on equipment, tools or locations.
These maintenance requests, usually referred to as HelpDesk
requests, allow the maintenance teams to respond to different requests by
creating Corrective work orders.
To create or associate an existent work order to a request, select
the option "Work | Request Management".
- The list of Request Management will be
displayed;
- Select the request you wish to create or
associate a work order;
- The work order creation or association
window screen is presented with the following request data filled in:
- Description
- equipment/tool/location
- priority
level
- Remarks
- Set up the remaining fields;
- Press the button "Create WO" or
"Link to existing WO".
When creating an work order associated to a request, you must
consider:
- If the Request is classified with a shutdown operation state and is
or has been in a shutdown start state, the downtime record will be created.
- The shutdown start state is the date of the first request state
transition to a state that starts a downtime.
- If when creating the Work Order, the operations state and/or the
option to apply shutdown to children is changed, the user will be notified.
- If the Request has visible messages to "All", these will
be copied to the Work Order.
The WO is created on the start state. The user
that made the maintenance request has access to the associated WO information,
priority level and expected end date on the request context dashboard.
When adding a request to an existent WO, you must consider:
- If there is no shutdown record associated
to the Work Order and if the Request is classified with a shutdown
operation state and is or has been in a shutdown start state, the downtime
record will be created.
- The shutdown start state is the date of
the first request state transition to a state that starts a
downtime.
- If when associating the Work Order, the
operations state and/or the option to apply shutdown to request children
is different from the Work Order, the user will be notified.
Only the work orders with the same request asset
or location are presented.
If the request is created without an asset, you
can select any work order and the selected asset will be reflected on the
associated request.
The user that made the maintenance request has
access to the associated WO information, priority level and expected end date
on the request context dashboard.
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