CBM Work Order Creation Process

After receiving an alert the CBM Coordinator can create a work order, or update the PM schedule and the Preventive Maintenance process generates a work order. When the CBM coordinator clicks the Create Work Order button the system retrieves the default values and displays them on the Create Work Order page based on the matching rule. The CBM Coordinator can change the values if desired. The system creates the work order when the CBM Coordinator submits the request by clicking the OK button. You must access the work order component to create tasks and assign and schedule resources. If you plan to schedule a crew for this work order, you must use the Crew Scheduling Workbench and the Labor Assignment Workbench as well. The system updates the alert status to Work Order Created. When a work order is closed or cancelled the system updates the status of the related alert to close.

If the CBM Coordinator clicks the Update PM Schedule button, the Update PM Schedule page contains the default values based on the rules. The system updates the PM schedule, which was set up for this asset, and displays the schedule ID on the Condition-Based Maintenance Alert page. The system also updates the CBM Alert tab of the Preventive Maintenance Schedule Workbench for the PM schedule, indicating the source of the alert and if the override option is turned on in the schedule to enable the Preventive Maintenance process to generate a work order.

Understanding Preventive Maintenance Work Orders