A contract plan is the list of activities and their expected work quantities to be performed in a particular contract.
To create a work order from a contract plan, perform the following steps:
1.Open the Issue Work Order from Contract Plan window: Maintenance Manager > Operations > Work Order Sources > Contract Plan. Information in this window is created in the Contract and Contract Plan windows.
2. In the upper pane, click the Contract for which work orders will be created. The system highlights the row showing the contract and displays in the middle pane the activities to be performed in this contract.
3. In the Contract Plan Items (middle) pane, locate the activity for which you want to create a work order for and then right-click the activity and select Issue Work.
4. From the Add Work Order pop-up wizard that appears, 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.
