Managing work orders for your enterprise assets Release version: Xanadu Updated August 1, 2024 1 minute to readCreate and manage work orders for your enterprise assets. Edit Field Service Management configurations for the Work management viewEdit your Field Service Management configurations as needed so that you can access and use the Work management view in the Enterprise Asset Workspace.Create a work plan for your enterprise assetsCreate and manage work plans to specify how and when the work should be performed for any activity.Create a maintenance plan for your enterprise assetsCreate a maintenance plan to manage and schedule routine maintenance for your enterprise assets, linear assets, and linear segments. You can run maintenance on-demand or based on a set of specific criteria.Create a work order for an enterprise assetCreate a work order to track and manage work for an enterprise asset, linear asset, or linear segment.Managing work for your enterprise assetsYou can track and manage work for your enterprise assets and linear assets by using work orders and work order tasks. Supported asset actions for your work orders include asset deployment, swapping, removal, and calibration.Schedule condition evaluations for enterprise models or assetsSchedule a condition evaluation by creating a work order for it.Review the asset condition resultsAfter the enterprise technician has completed the condition evaluation, the enterprise asset manager reviews the condition evaluation and views the reports in the Work management dashboard.Create a template for your Enterprise Asset Management work ordersCreate a work order template to automatically populate information, generate appropriate tasks, and create asset or part requirements for your work orders.Create a checklist template for your Enterprise Asset Management work ordersCreate a checklist template for your work orders that gets added as a work order template.Delivering enterprise assets in your personal stockroom through Drop off tasksAs an enterprise asset technician, manage the delivery of enterprise assets that you have in your personal stockroom to any other warehouse stockroom by creating Drop off tasks. The asset manager of the destination stockroom receives the assets that you dropped off, verifies the asset, and completes the Receive and Drop off tasks.Perform condition evaluation from the Enterprise Asset WorkspacePerform condition evaluation to calculate the score and result of the condition attributes from the Enterprise Asset Workspace.Perform condition evaluation from a mobile applicationPerform condition evaluation to calculate the score and result of the condition attributes from a mobile application.
Managing work orders for your enterprise assets Release version: Xanadu Updated August 1, 2024 1 minute to readCreate and manage work orders for your enterprise assets. Edit Field Service Management configurations for the Work management viewEdit your Field Service Management configurations as needed so that you can access and use the Work management view in the Enterprise Asset Workspace.Create a work plan for your enterprise assetsCreate and manage work plans to specify how and when the work should be performed for any activity.Create a maintenance plan for your enterprise assetsCreate a maintenance plan to manage and schedule routine maintenance for your enterprise assets, linear assets, and linear segments. You can run maintenance on-demand or based on a set of specific criteria.Create a work order for an enterprise assetCreate a work order to track and manage work for an enterprise asset, linear asset, or linear segment.Managing work for your enterprise assetsYou can track and manage work for your enterprise assets and linear assets by using work orders and work order tasks. Supported asset actions for your work orders include asset deployment, swapping, removal, and calibration.Schedule condition evaluations for enterprise models or assetsSchedule a condition evaluation by creating a work order for it.Review the asset condition resultsAfter the enterprise technician has completed the condition evaluation, the enterprise asset manager reviews the condition evaluation and views the reports in the Work management dashboard.Create a template for your Enterprise Asset Management work ordersCreate a work order template to automatically populate information, generate appropriate tasks, and create asset or part requirements for your work orders.Create a checklist template for your Enterprise Asset Management work ordersCreate a checklist template for your work orders that gets added as a work order template.Delivering enterprise assets in your personal stockroom through Drop off tasksAs an enterprise asset technician, manage the delivery of enterprise assets that you have in your personal stockroom to any other warehouse stockroom by creating Drop off tasks. The asset manager of the destination stockroom receives the assets that you dropped off, verifies the asset, and completes the Receive and Drop off tasks.Perform condition evaluation from the Enterprise Asset WorkspacePerform condition evaluation to calculate the score and result of the condition attributes from the Enterprise Asset Workspace.Perform condition evaluation from a mobile applicationPerform condition evaluation to calculate the score and result of the condition attributes from a mobile application.