This chapter contains these topics:
To create a work order master record
To identify the required information for a master record
To enter record type information for a work order
You create work orders to formally request work to be performed, such as maintenance. By creating a work order, you also communicate important information about a task or short-term project to others who are involved.
You must create a master record for every work order that you want to track in the Work Orders system. The master record consists of basic information that defines the work order, such as the work order number and description. You can also enter additional descriptive information to further identify the work order, such as special instructions.
You can create new work orders by entering all of the necessary information for those tasks that are unique. You can also create work orders by copying the information from existing work orders for those tasks that are similar to other tasks you perform. In addition, you can create a project hierarchy of work orders for those tasks that are related to each other and subordinate to a larger task.
Work order creation consists of the following tasks:
Creating work orders
Copying work order information
Creating work orders for a project