The Service Requests window is used to generate work orders. It contains two panes: Work Order pane and Work Target pane.
Create Service Request
The objective of this lesson is for the participant to understand how to create a Service Request record and convert it into a Work Order At the end of this lesson, the user should be able to create a Service Request and convert the Service Request into a Work Order. |
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In this example, we create a new service request by performing the steps below:
Open the Service Request window: Maintenance Manager > Operations > Service Requests
1.In the Work Request (top) pane, right-click and select Insert. The Add Work Order pop-up wizard appears.
2. Click on the Project dropdown and select the project of interest.
5. After you have made your selection, click the Asset Type drop-down and select an asset type.
6. After you make your selection, click the Activity drop-down and select the activity of interest.
Note:
You can select Inv. Elem if you know the specific Inv. Elem ID. However, If it is unknown, or you need to assign multiple Inv. Elems, then perform this task later, from the Location/Asset tab.
7. Once you make the selection, click the OK button to save the selection and close the popup window.
8. A new Work Order record is created in the Work Orders pane.
9. Enter data (numeric value) into the Plan Amount.
10. If applicable, right-click in the Work Target pane and select the right available option (i.e., Insert Location(s) from Map, Insert Element(s) from Map, Insert, Insert All Inv Items from This Location, Find Inv. Item). We will use the Find Inv. Item option for this example.
11. Click on the Inventory of interest and then click the OK button. The pop-up window closes and the inventory record is then inserted in the pane.
12. Click the Save button to save the record.
13. Right click in the newly created work order and select Activate WO.
14. Click on Save button to save the record. The work order record is now available in the Work Orders window.