In addition to the work order pane, a work order can also be created from other sources in the application..
1.Open the following window: Maintenance Manager > Operations > Work Order Sources > Work Request.
2. In the District Work Request List (top) pane, click on the Work Request record that a work order is to be created against. The record is highlighted.
3. In the Work Orders (bottom left) pane, right-click and select Insert, to create a new Work Order. As you perform this action, the Add Work Order wizard popup window opens.
4. 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.
11. Click on Save button to save the record. The work order record is now available in the Work Orders window.
