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Note: Work requests are displayed by administrative unit. When you display the Work Requests window, you only see the work requests for your administrative unit. This also means that you should remember to appropriately set the Assigned Administrative Unit column when creating a work request because this determines who sees the work request in this window and the Work Order from Work Request window.
Create Work Request
The objective of this lesson is for the participant to understand how to create a Work Request record and convert it into a Work Order At the end of this lesson, the user should be able to create a Work Request and convert the Work Request into a Work Order. |
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Open the Work Request window: Maintenance Manager > Operations > Work Requests
1.In the Work Request (top) pane, right-click and select Insert.
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2. Type the name of your work request Into the Work Request Name field,.
3. Click the Assigned Admin Unit drop-down and select the right unit.
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11. Provide a description for the work in the Description field.
12. Click the Save button to save the record.
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If the work is scheduled to be done on a route, the route information can also be added to the work request. |
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13.Right-click in the bottom pane and select Insert.
14. Click the Asset dropdown drop-down and choose the appropriate asset.
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19. When you are finished, click the Save button to save the record.
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Link One Work Request to Another
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The “Link Link to Another” Another feature allows you to link the selected work request with another work request to consolidate effort in a particular area.
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6. From the Similar Complaints window, highlight the work request record to be linked and then click the Link button.
7. Click the Save button to save the record. The 2 requests are now linked---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Create Work Order from Work Request
A work order is created from a work request by selecting the work request in the upper pane and then inserting a new work order in the lower pane. When the work order is created, the work request number is appended to the work order as a hyperlink: which allows you to view the original work request from the work order.
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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.
3. In the Work Orders (top) pane, right-click and select Insert, to create a new Work Order. As you perform this action, the Add Work Order popup window opens.
4. Click the Project dropdown and select a project of interest.
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10. 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 will now be available in the Work Orders window.