Work management overview for Enterprise Asset Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Work Management Overview for Enterprise Asset Workspace

    The Work management view in the Enterprise Asset Workspace allows users to create and manage maintenance plans, work orders, and tasks. Access requires editing Field Service Management configurations, and can be done through the path: Enterprise Asset Workspace > Work management. Only users with specific roles—system administrator, enterprise asset manager, or agent—can access this view.

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    Key Features

    • Overview Tab: Displays work order data, including part requirements, active work orders, and maintenance plans (available to admins and enterprise asset managers).
    • Calibrations Tab: Shows calibration events and pending verifications (available to admins and enterprise asset managers).
    • My Work Tab: Lists open requests and tasks linked to work orders (available to admins and agents).
    • Maintenance Plans Tab: Allows for the creation and viewing of maintenance plans (available to admins and enterprise asset managers).
    • Work Orders Tab: Facilitates creating and viewing work orders (available to admins, enterprise asset managers, and agents).
    • Work Order Tasks Tab: Displays tasks related to work orders (available to admins, enterprise asset managers, and agents).
    • Asset Tasks Tab: Shows tasks for enterprise assets linked to work orders (available to enterprise technicians and agents).
    • Work Order Templates Tab: Enables the creation and viewing of work order templates (available to admins and enterprise asset managers).
    • Checklist Templates Tab: Allows creating and viewing checklist templates (available to admins and enterprise asset managers).
    • My Stockroom Assets Tab: Displays available enterprise assets in stockrooms (available to admins and agents).
    • My Asset Pickup Tasks Tab: Lists scheduled pickup tasks for assets linked to work orders (available to admins and agents).
    • Work Order Plan Templates & Plans Tabs: Introduced in version 10.0 for creating and viewing work order plan templates and plans (available to enterprise asset managers).

    Key Outcomes

    By utilizing the Work management view, users can effectively manage their enterprise asset maintenance, improve operational efficiency, and access critical data related to work orders and asset management. This centralized approach helps streamline workflows, ensuring that maintenance and operations are carried out efficiently and effectively.

    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.
    • Calibrations: Get a glimpse of all your calibration data, such as all calibration events and calibrations pending verification.
      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.
    • Asset tasks: View all tasks for the enterprise assets that are associated with your work orders.
      Note:
      This tab appears if you have the enterprise technician (enterprise_asset_technician) 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.
    • Checklist templates: Create and view checklist 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.
    • Work order plan templates: Create and view work order plan templates.
      Note:
      This tab appears with Enterprise Asset Management version 10.0 and later if you have the enterprise asset manager (sn_eam.asset_manager) role.
    • Work order plans: Create and view work order plans.
      Note:
      This tab appears with Enterprise Asset Management version 10.0 and later if you have the enterprise asset manager (sn_eam.asset_manager) role.

      The Overview tab also displays work order plan reports that include Work order plans by status, Active tasks by work order plan, and Overdue tasks by work order plan.