To create a new, pending work order from a single PM request, use the following steps:
- Open the Issue Work Order by PM window.
- In the PM Items pane, locate the record showing the activity and inventory item for which you will create a work order. Right-click the record and select Issue Work. The system displays a dialog box to enter the attributes needed to define the work order. Two of these attributes are already defined by the PM request (asset type and activity); you only need to select the project template.
- In the dialog box, click the appropriate project template for this work order and select Next. The system adds a new, pending work order to the Work Orders pane, and shows the location for the work order in the Work Target pane.
- In the row showing the new work order in the Work Orders pane, enter information in the columns with white backgrounds if you know this information. You must enter the amount of work to be done based on the activity unit in the Plan Amount column to activate the work order.
Click
. The work order is now created, but is pending.Note: When a work order is created, the application uses the calendar assigned to the work order (which is set up in the Custom Calendar window) to determine the days worked, but uses the hours an employee can work (as specified in the Employee window) to determine the number of hours that the employee works on each day. Therefore, the hours per day specified by the type of calendar should match the hours an employee works to avoid scheduling problems.
See the following example:
You selected a 4 x 10 calendar (four days, 10 hours a day). The employee is configured to work only 8 hours per day.
Now if you create a work order that will take 40 hours, the application will set the duration of this work order to four days based on the calendar you selected.
However, the employee will be scheduled to only work 8 hours per day, leaving a deficit of 8 hours to complete the work order. To avoid this problem, match the employee schedule to your selected calendar by setting the employee to work 10-hour days in the Employee window.- When work commences, activate the work order by right-clicking the work order and selecting Activate WO.
- Note: The default scheduled start date is today. If you would rather this be a different day, immediately after activating the work order right-click and select Edit Dates to change the start date.
- Click . The work order is now active and will be available in the Day Cards and Daily Log windows the next time these are opened. (The work order will remain in the Work Orders pane until you refresh the window, or close and re-open it.)
