Complete and close a work order for an enterprise asset

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read

    • Close an assigned work order by completing all required work for the associated asset.

    Before you begin

    Role required: wm_agent

    About this task

    When working on an enterprise asset, you can choose to deploy, swap, or remove any required assets or parts. Similarly, you can deploy a discreet asset to a linear asset, swap a discreet asset associated to a linear asset, or remove a discreet asset associated to a linear asset. After you complete all work for the asset, you can close the associated work order.

    Procedure

    1. From the Enterprise Asset Workspace, open the Work management view.
    2. On the Work order tasks tab, select the work order task for the work order that you want to complete and close.
      The work order task opens.
    3. Select Start Work.
      The work order task reloads with an updated state of Work In Progress.
    4. On the Asset Usages tab, select one of the following options to indicate what action you are taking on an asset or part that is required for the associated enterprise asset:
      • Remove Asset: Option to remove an asset or part. You can also remove a discreet asset associated to a linear asset.
        Note:
        You can remove assets or parts that have a state of In use, In maintenance, and Consumed only.

        If you select this option, the Remove asset dialog box opens. In the dialog box, select the asset or part that you want to remove and then select OK. When the dialog box closes, the Asset Usages tab reloads to display the removed asset or part, which is now assigned to your personal stockroom. Execute all subsequent disposal tasks to complete the removal.

      • Swap Asset: Option to swap an asset or part. You can also swap a discreet asset associated to a linear asset with another discrete asset

        If you select this option, the Swap asset dialog box opens. In the dialog box, select both the asset or part that you want to swap and the replacement asset or part that you want to swap it with. Select OK. When the dialog box closes, the Asset Usages tab reloads to display both assets or parts.
        Note:
        You can swap an existing asset or part with a replacement asset or part that meets the following criteria:
        • The State field in the corresponding asset record is set to In stock.
        • The asset or part is either displayed on the Asset Usages tab or located in your personal stockroom.
        • The asset or part is associated with either the same enterprise model as the existing asset or part or a substitute enterprise model that is supported by the existing asset or part. For more information on substitute enterprise models, see Add a substitute model for an enterprise model.

      • Deploy Asset: Option to deploy an asset or part. You can also deploy a discreet asset to a linear asset.

        Note:
        You can deploy assets or parts that are displayed on the Asset Usages tab and have a status of Not Used. You can also deploy assets or parts from your personal stockroom that have a state of In stock and a substate of either Available or Reserved.

        If you select this option, the Deploy asset dialog box opens. In the dialog box, select the asset or part that you want to deploy. If you select a consumable asset or part, you must also specify the quantity that you want to deploy. You can optionally assign the asset or part to a specific user or add the asset or part as a child of another asset or part. After you fill in all required fields, select OK. When the dialog box closes, the Asset Usages tab reloads to display the deployed asset or part.

        In the Deploy asset dialog box, if you want to deploy a discrete asset to a linear asset, you need to first select a discrete asset from your stockroom, and then choose one of the following options for where to deploy that asset.
        • Add to discreet asset: to add the selected asset as a child asset of the discrete asset. Select the discreet asset you want to add it to.
        • Add to existing location: Select an existing location.
        • Add to new location: Use the location picker to mark the new location on the geo map.
    5. Repeat step 4 for every asset or part that you want to deploy, swap, or remove.
    6. After you complete all required work, select Close Complete on the work order task.
      The state of both the work order task and associated work order changes from Work In Progress to Closed Complete.