Work Order Creation Using the Express Work Order Component

PeopleSoft Maintenance Management enables you to create a basic work order quickly using the Express Work Order component. The Express Work Order component requires these key pieces of information:

  • Work order business unit.

  • Work order ID.

  • Work order type.

  • Service group.

  • Shop.

  • Priority code.

  • Description.

  • Project ID.

  • Activity ID.

Beyond these basic data elements, you can identify the asset to repair or maintain, its location, and the maintenance type. The default scheduler's name and ID are derived from the selected shop. When you identify an asset, you can access any work orders that were created for the asset and view any asset warranties that exist for the asset to ensure that you are applying the appropriate amount of maintenance to an asset that is covered by an active warranty. You can add attachments and record supplemental data values for the work order and, if desired, you can identify material resources to issue from PeopleSoft Inventory, to purchase, or to obtain from on-hand, non-inventoried stock piles.

This Express Work Order component is especially useful for technicians who need to create a corrective work order in response to a preventive maintenance work order and for shops that perform very little detailed estimating and scheduling work. In fact, the system specifically provides the Originating Work Order field on the Express Work Order to identify the work order that triggered the work order from the user. The Show Resources button on the Express Work Order displays a grid for entering the material requirements and procurement and on-hand requirements because technicians often are the closest to the repair and know which materials are necessary to perform a particular repair.

If you set up work order access security in the business unit, only technicians who are assigned to shops that are specified on the Work Order Access page, which is accessed by clicking the Technician Work Order Access link on the Miscellaneous page of the work order, can search for and access express work orders.