Create a work order for an enterprise asset
Create a work order to track and manage work for an enterprise asset, linear asset, and linear segment.
Before you begin
Role required: sn_eam.enterprise_asset_manager
Procedure
- From the Enterprise Asset Workspace, open the Work management view.
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On the Work orders tab, select New.
Note:
If you created a maintenance plan to manage and schedule maintenance for your enterprise assets, the Enterprise Asset Management application automatically creates a corresponding work order for each asset to which the maintenance plan is applied.
See Create a maintenance plan for your enterprise assets for more information on maintenance plans.
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On the Create New Work Order form, fill in the fields.
Table 1. Create New Work Order form Field Description Work Order Company Company that you are creating the work order for. Contract Contract that defines the lease details of the associated enterprise asset. Asset Asset that you want to manage work for through this work order. Note:You can also select linear assets and linear segments from this field.Location Current location of the associated enterprise asset. Start marker Start point of the linear asset or the linear asset. Note:This field only appears if you select Linear asset or linear segment from the Asset field.End marker End point of the linear asset or the linear segment. Note:This field only appears if you select linear asset or linear segment from the Asset field.Priority Priority of the work order. Template Work order template that you want to apply to this work order. Work order templates enable you to automatically populate information, generate appropriate tasks, and create part requirements for your work orders. See Create a template for your Enterprise Asset Management work orders for more information on work order templates.
To apply a template to a work order in the draft state and view the work order tasks and part requirements generated from the template, the sn_eam.enterprise_asset_manager role must ensure that the Apply Work Order template in draft status field in the Field Service Management application is enabled. To accomplish this, navigate to All > Field Service > Administration > Configuration and enable the Apply Work Order template in draft status field in the Business Process tab.
Closed Date and time at which the work order is closed and complete. Short description Brief description of the work order. Description Detailed description of the work order. Work notes Notes about the work order that are visible to all users within your organization. Scheduling Due date Date and time at which the work order must be completed. -
Select Save.
The work order is created in the draft state. Any work order tasks and parts requirements pertaining to the work order automatically appear in the Work Order Tasks and the Part Requirementstabs.
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To add additional work order tasks, select Newin the Work Order Tasks tab.
See Create a work order task for an Enterprise Asset Management work order for detailed instructions.
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To track all items that you must complete for your work order or an associated
work order task, create a checklist.
See Create a checklist for an Enterprise Asset Management work order or work order task for detailed instructions.
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If the enterprise asset that is associated with your work order is missing a
required asset or part, create a part requirement.
See Create a part requirement for an Enterprise Asset Management work order or work order task for detailed instructions.
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Specify any upstream or downstream task dependencies for the associated work
order tasks.
See Create dependencies for an Enterprise Asset Management work order task for detailed instructions.
- Select Ready to Work to initiate work for the given work order
What to do next
Work with the assigned agent to complete and close all subsequent tasks for your work order.