Create New Work Order
Work Order Create
Work Order Details
1. From the Open Work Orders list, click on the +Add button in the top right-hand corner of the window. This will open the New Work Order capture window.
The New Work Order window has two tabs; Details and Files. The Details tab is the header detail of the work order and the Files tab is for attaching any files or images to the work order before you submit it.
2. In the New Work Order window, begin by providing a Description for the work order e.g. V&S - Full Rebuild
3. Next, you need to search for the asset/ component that you're raising the work order for. Click on the Search for Asset field to open up the asset list.
4. In the Asset look-up window you can search for the unit or component by typing in the unit number or serial number of the item you are looking for in the Search bar at the top of the window.
5. You can also quickly look-up/ search for the unit by clicking on the QR code icon in the top right-hand corner of the window. This will open your device's camera allowing you to scan the QR code as displayed on the unit's HMI.
The QR code search/ scan is only applicable to units that have an HMI installed on the unit
6. Once you find the unit/ component you are looking for, simply select it to pull it into the New Work Order window.
Note that, based on your selected asset the Maintenance Plant currently associated to the selected asset will auto-populate. You can change this if you'd like (see next step). More importantly, the available Operations that you will be able to select is limited to the operations associated to the selected asset.
7. If you want to update the Maintenance Plant, click on the Maintenance Plant field to open the Maintenance Plant look-up window.
8. You can search for the correct Maintenance Plant by scrolling down on the list or searching for the Maintenance Plant code/ name in the search bar at the top of the window. Simply select the correct Maintenance Plant from the list to pull it into the New Work Order window.
9. Now you need to specify the Operation that you will be performing. To do this, click on the Operation field. This will open the Operation look-up window.
10. In the Work Order Operations window, you can search for the Operation by typing in the code or name of the Operation in the search bar at the top of the window. Click Select on the Operation you want to add to the New Work Order.
11. Now you need to specify the Work Order Type. Click on the Work Order Type field to open the look-up
12. In the Work Order Type look-up list, select the correct Work Order Type for the New Work Order
13. Next, you need to specify the Maintenance Type for the New Work Order. Click on the Maintenance Type field to bring up the list of selectable options.
Note: Based on the selected Work Order Type and Asset, the selectable options under Maintenance Type will differ
14. Select the correct Maintenance Type from the list to pull it into the New Work Order.
Scroll down on your screen (Dependent on your device and screen size) to show the last fields that you need to capture.
15. You will need to specify the Location where the work will be performed i.e. Field or Yard. Click on the Location Type field and select the appropriate location from the options provided by scrolling up or down and hitting Done when on the correct location.
16. Although not a mandatory field, you can also associate a specific Project with the New Work Order. To do this, click on the Project field to open the Projects look-up list/ window.
17. In the Projects look-up list, you can search for the associated project by typing in the name or code of the associated project. Click Select next to the project that you want to select to pull it in to the work order window.
18. By default, all New Work Orders are set to a High priority level. However, you can change the priority level of the work order by selecting the appropriate priority level on the priority switches on the window.
19. You need to provide the estimated job duration for the work that will be performed against the selected unit/ component. To do this, click on the Estimated Job Duration field. This will bring up the hours and minutes selector. Scroll up and down on the hours and minutes until you have the correct duration, then hit Done on the keypad to capture the duration.
20. Finally, you need to provide a Responsible Person for this New Work Order. To do this, click on the Responsible Person field. This will open the personnel look-up window.
21. In the Personnel look-up list, you can search for the person you want to make responsible for this New Work Order by typing in their name or employee code in the Search bar at the top of the window. Click Select next to the person's name to assign the selected person to the New Work Order.
22. At this point with all the details provided, you can Submit your New Work Order. To submit the New Work Order, click on the Submit button in the top right-hand corner of the screen. You will get a pop-up notification that your work order has successfully been submitted and it will reference the work order number.
Note: If you want to add an attachment to the work order before submitting, please see the add attachment section below
Add Attachments
1. Before submitting your New Work Order, click on the Files tab at the top of the screen to navigate to the attachments/ files tab.
2. In the Files tab, to add an attachment to the work order click on the +Add button in the bottom right hand corner of the screen. This will open an add new attachment window.
3. In the add new attachment window you have 3 ways of adding attachments to the work order:
3.1 Camera option: Clicking here will open your device's camera and allow you to take a photo if you wanted to attach an image to the work order.
3.2 Photos option: Clicking this will open your device's image gallery and allow you to pick an image from your device gallery to add to the work order.
3.3 Files option: Clicking here will open up files stored on your device and will allow you to add pdf/ excel documents as attachments to the work order.
3.4 Description field: Once you have added an attachment, you will need to provide a description for the attachment you have added.
4. When you're done, hit the Add button top right corner of window to save the attachment to the work order
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