Create a work order task for an Enterprise Asset Management work order
Create a work order task to track and manage an individual task for your Enterprise Asset Management work order.
Before you begin
Role required: wm_agent
Procedure
- From the Enterprise Asset Workspace, open the Work management view.
-
On the Work orders tab, select the work order that you
want to add a work order task to.
The work order record opens.
- On the Work Order Tasks tab, select New.
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On the Create New Work Order Task form, fill in the fields.
Table 1. Create New Work Order Task Field Description Work Order Task Assignment group Agent group to which the work order task is assigned. Assigned to Agent to whom the work order task is assigned. Work type Type of work that the assigned agent must perform on the associated enterprise asset. Asset Enterprise asset that the assigned agent is performing work on. This field populates automatically. Location Current location of the associated enterprise asset. This field populates automatically. Short description Brief description of the work order task. Description Detailed description of the work order task. Work notes Notes about the work order task that are visible to all users within your organization. Scheduling Window start Estimated start date and time of the work order task. Window end Estimated completion date and time of the work order task. Estimated work duration Amount of time that you estimate it will take to complete the work order task. Actual work start Actual start date and time of the work order task. Actual work end Actual completion date and time of the work order task. - Select Save.