About Work Orders

Work orders group similar activities and are used to manage activities to perform any kind of work such as inspection, install, replacement, upgrade, and so on. They are mainly used to facilitate approval processing for work projects.

Work orders might also be created to manage a set of activities where the activities are manually linked to the work order. Completion events are used on activities to document and process the work that was done and to update data associated to the activity. Work orders also provide summary information about the various activities and the assets that are being worked on those activities.

A work order and an associated work activity can be created directly from an approved work request.

  • To create a work order and the initial activity, click the Create Work Order button on the approved work request. If only one work order business object exists, the user is immediately prompted to select an appropriate activity type. If more than one work order business object exists, select work order as the Work Order Business Object and then select the appropriate Activity Type. As long as either the Asset/Asset Location or Supplemental Work Location is defined, the system will automatically create the work order and the first activity, populating the activity with information from both the work request and work order.
  • To create a work order and the initial activities from a template, click the Create Work Order from Template button on the approved work request and search for and select the desired template work order. Next, select the appropriate template work activities from the list of activities displayed on the template work order. Keep in mind that an Asset/Asset Location or Supplemental Work Location and a Cost Center is required in order for the system to automatically create the work order and activities from the template. Selecting the Copy Cost Center from Asset Location box will automatically populate the cost center information defined on the asset location to the template activities when created, otherwise, the cost center information defined on the template activities will be used.

Work Order Templates

It is possible to create templates from most types of work orders so that the general work model can be reused. Work order templates can also be referenced for scheduled maintenance.

Refer to Template Work Orders for more information.

Activity Information

The Activity Information zone provides summary information regarding the activities that are included on the work order.

Refer to the About Work Activities section for more information and field definitions.

Unplanned Work

Since unplanned work simplifies small, uncomplicated, and one-time jobs, foregoing planning can be effective when the task to be completed is straightforward and does not involve many details.

Completing Work Orders

Work orders are automatically completed when every activity linked to the work order arrives at a final state based on the completion events for the activities.

Work Priority/Asset Location Criticality/Total Risk Priority

Work orders contain a work priority value that, when used in conjunction with other values, calculates an overall criticality value for accomplishing the work. The following fields are used to perform those calculations:

  • Work Priority defines the importance of the work in terms of the potential impact of not addressing issues. For example, emergency type work is a higher priority than routine maintenance work.
  • Asset Location Criticality defines the importance of the location in terms of the potential impact of having issues or problems at that location. For example, a hospital might have a high criticality rating since losing power there might result in the death of patients and a city park would have a low criticality since there are few consequences if the lawns are not mowed on time.
  • Total Risk Priority provides a total risk value in terms of scheduling work at a particular location. Total risk is calculated as work priority multiplied by asset location criticality.

    For example, if Work Priority is 6 and Asset Location Criticality is 7, then Total Risk Priority equals 42 (6 x 7 = 42). This value can be overridden by the user.

    Field is able to be updated to any value up to 99.

    If a user overrides the value, then Total Risk Priority Source flag changes from System to User Override.

Please see Work Management for more information.