Planning Work Activities

Planners control key aspects of how a work activity is managed:

  • The type of work to be performed, for example, maintenance, installs, replacements, and inspections.
  • Where the work is to be performed.
  • The types of resources that are required; labor, equipment, materials, and so on.
  • List of assets the work is to be performed against.
  • Checklist of tasks to be performed against the work activity or permit.
  • Whether or not to create service history.
Note: The benefit of using activities to process work is to keep a history of the work being done. Users can specify on the work order activity and template work order activity whether a service history for a specific service history type should be mandatory or optional. If set as mandatory, the service history would need to be completed before the work order can be closed. This history can then be used for tracking and auditing.