The Work Order Header

The work order header consists of data that controls the entire work order.

To add a work order in the Express Work Order component and in the Work Order component, you must enter:

  • A work order business unit.

    This field is required. You can enter a default value at the user preferences level.

  • A work order ID.

    When you create a work order, the Work Order ID field default value is NEXT if you selected the Work Order Auto Numbering check box in the work order business unit. For each new work order, the system uses the next work order ID based on the last work order number tracked in the business unit. However, you can override NEXT with any number you choose for the work order. If you left the Work Order Auto Numbering check box in the work order business unit deselected, you must enter a work order ID manually when you create a work order.

  • A work order type.

    This value, such as CAPT (Capital Work Order), PM (Preventive Maintenance), and CM (Corrective Maintenance), is used to categorize the work for analysis purposes and is required. It also is included as part of the control default order, the accounting default order, and the project default order set up in the work order business unit.

  • A service group.

    This value is required. You can enter a default value at the business unit level and user preferences level. Service group is also included as part of the project default order and the accounting default order in the work order business unit. This value is also used to categorize work order information.

  • A shop.

    This value is required. You can enter a default value at the business unit level and user preferences level. Shop is also included as part of the control default order, in the work order business unit.

  • A priority code.

    This value is required. It enables you to prioritize work orders to enable a scheduler to search for and locate work orders by priority on the Work Order Workbench and is used to sort work orders in some of the PeopleSoft Maintenance Management pagelets.

  • Required start and end dates.

    When you create a work order, the current system date is the default value in both the Required Start and Required End fields. You can enter the correct start and end dates for the work order in the Add page, or you can override the dates in the work order's header information in the Work Order page.

When you access the Work Order page, the work order header information:

  • Identifies who created the work order and when.

  • Establishes a date for the entire work order to begin and end and how long the total work should take.

  • Displays the current status of the work order.

  • Identifies if a service request is associated with the work order.

  • Enables the user to select or override the work order type and priority and shop.

    If you change the work order type, it may change the default project.

  • Indicates the approval status of the work order, enables a user to approve a work order, and provides a link to enable a user to review the approval history.

  • Enables the user to add attachments (documents, drawings, and such) that apply to the overall work order.

  • Enables the user to enter values into supplemental data fields, which you can set up for work orders.

  • Enables the user to add notes that are relevant to the overall work order.

  • Enables a user to select the asset on which the technician is performing the work specified in this work order along with the location of this asset.

    Important:

    If you selected the Multiple Assets Per Work Order check box in the work order business unit, then you can select an asset in the work order header and different assets for the work order tasks. If you do not select the check box, then the asset field does not display for any of the work order's tasks. In this case, the asset selected in the work order header also applies to any tasks created for the work order.

  • Enables a user to locate the work order on a map by clicking the Map It button if ESRI integration is set up.

    Note:

    The integration with ESRI ARCGIS (Geographic Information System) and Asset Lifecycle Management is no longer supported as of FSCM Update Image 9.2.055.

  • Enables a user to view any work history associated with this asset, as well as any associated warranties.

  • Enables a user to select a job template to copy into the work order.

    The list of job templates is based on a combination of the asset category and the problem, cause, and resolution values that the user selects to search for the appropriate job template. You can only copy one job template per search to the work order. However, you can perform multiple searches to copy more than one job template to the work order. The work order tasks identified in the job template are appended to the end of the work order's task list.

  • If you are using the dedicated web services provided by PeopleSoft Maintenance Management that enable mobile device integration for technicians with a third party supplier, a Mobile Updates Pending link appears on the Work Order page, the Requirements page, and the Schedules page of a work order that you created with a business unit that has this feature enabled. This link only appears if a task or any task-level data such as materials, checklists, and more have been sent to a mobile device since the last recorded date an update was received and the work order data was updated.

See Setting Up a Work Order Business Unit.

See Understanding PeopleSoft Maintenance Management Work Order Parameters.

See Understanding Shifts, Schedule Patterns and Periods, Shops, and Crews.

See Integrated Product Setup Considerations.

Asset Search

You typically select an asset on the Work Order page that applies to each work order task. If you selected the Multiple Assets Per Work Order check box on the Definition page of the work order business unit, you can override the asset selected on the Work Order page and select a different asset for each work order task.

A flexible keyword search allows you to search for assets across all Asset Management Business Units. To search for assets by keyword, select the icon to the right of the asset field. If enabled, the Keyword Search page is displayed (WM_ASSET_SEARCH). You can search by keyword across many asset attributes and/or by specific attributes such as asset type, asset subtype, manufacturer, and model.

If search is not enabled, the alternate Asset Search page (WM_ASSET_SRCH_SEC) provides the selection of specific asset characteristics, such as the asset tag number, serial ID, asset type, asset subtype, asset description, and more.

See:

Application Fundamentals: Understanding Financials and Supply Chain Search

PeopleTools: Security Administration

Work Order Approval

The work order approval link in the work order header displays if you selected the Workflow Approval option in the work order business unit. If you selected Pre-Approved, the Approval Status field in the work order indicates that the work order is Approved. You must set up work order approval workflow before you can approve a work order or manage work order approvals.

Note:

If the work order header status is Canceled, then the work order approval process is not invoked.

See Understanding the Work Order Approval Workflow Architecture.

See Understanding the Work Order Approval Process.

Work Order Assets and Asset Warranty Claims

Selecting an asset enables you to access the asset's details, maintenance history, calendar, meter history, and any warranties. You can also enter asset downtime, failure information. A hazard icon appears for assets that are considered hazardous, which you can click to access the Asset Information page and review any comments about the asset.

If warranties exist, you can create a warranty claim for assets specified in the work order or work order tasks.

See Understanding Warranty Claim Management in PeopleSoft Maintenance Management.