Work management overview for Enterprise Asset Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Work Management Overview for Enterprise Asset Workspace

    The Work Management view in the Enterprise Asset Workspace enables users to create and manage maintenance plans, work orders, and work order tasks. Before accessing this view, users must adjust their Field Service Management configurations as necessary. Access is granted only to those with specific roles, including system administrators, enterprise asset managers, and agents.

    Show full answer Show less

    Key Features:

    • Overview Tab: Provides insights into work order data, such as part requirements, active work orders by state, and maintenance plans. Available for system administrators and enterprise asset managers.
    • My Work Tab: Displays all open requests and tasks linked to work orders, visible to system administrators and agents.
    • Maintenance Plans Tab: Facilitates the creation and viewing of maintenance plans for enterprise assets, accessible to system administrators and enterprise asset managers.
    • Work Orders Tab: Enables the creation and viewing of work orders for planned or ad-hoc tasks, available to system administrators, enterprise asset managers, and agents.
    • Work Order Tasks Tab: Lists all work order tasks associated with work orders, visible to system administrators, enterprise asset managers, and agents.
    • Work Order Templates Tab: Allows for the creation and viewing of work order templates, accessible to system administrators and enterprise asset managers.
    • My Stockroom Assets Tab: Displays available enterprise assets in stockrooms, visible to system administrators and agents.
    • My Asset Pickup Tasks Tab: Lists scheduled pickup tasks for enterprise assets linked to work orders, accessible to system administrators and agents.

    Key Outcomes:

    By utilizing the Work Management view, users can efficiently manage maintenance activities and work orders, ensuring that enterprise assets are well-maintained and operational. The streamlined access to various tabs based on user roles allows for tailored operations that enhance productivity and effective asset management.

    Use the Work management view in the Enterprise Asset Workspace to create and manage maintenance plans, work orders, and work order tasks.

    Important:
    Before you can access and use the Work management view, edit your Field Service Management configurations as needed. See Edit Field Service Management configurations for the Work management view for detailed instructions.
    You can access the Work management view by navigating to Enterprise Asset Workspace > Work management.
    Note:
    Only users with the system administrator (admin), enterprise asset manager (sn_eam.enterprise_asset_manager), and agent (wm_agent) roles can access the Work management view.

    To access detailed information and take relevant action, click any widget. You can also narrow your results by using the Location filter.

    Figure 1. Work management view
    Work management view for Enterprise Asset Workspace.
    Use the following tabs to view and manage your work orders, work order tasks, maintenance plans, and other relevant work order information:
    Note:
    The tabs that appear on the Work management view differ based on your assigned role.
    • Overview: Get a glimpse of all your work order data, such as part requirements for open orders, active work orders by state, work orders per month, and active maintenance plans.
      Note:
      This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
    • My work: View all open requests and tasks that are associated with your work orders.
      Note:
      This tab appears if you have the system administrator (admin) or agent (wm_agent) role.
    • Maintenance plans: Create and view maintenance plans for your enterprise assets.
      Note:
      This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
    • Work orders: Create and view work orders for any planned or ad-hoc work that you want to perform on your enterprise assets.
      Note:
      This tab appears if you have the system administrator (admin), enterprise asset manager (sn_eam.enterprise_asset_manager), or agent (wm_agent) role.
    • Work order tasks: View all work order tasks that are associated with your work orders.
      Note:
      This tab appears if you have the system administrator (admin), enterprise asset manager (sn_eam.enterprise_asset_manager), or agent (wm_agent) role.
    • Work order templates: Create and view templates for your work orders.
      Note:
      This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
    • My stockroom assets: View enterprise assets that are available within your stockrooms.
      Note:
      This tab appears if you have the system administrator (admin) or agent (wm_agent) role.
    • My asset pickup tasks: View all scheduled pickup tasks for the enterprise assets that are associated with your work orders.
      Note:
      This tab appears if you have the system administrator (admin) or agent (wm_agent) role.