The Work Order (WO) from Work Requests window contains three panes:

Work Requests Pane

The pane at the top of the window shows work requests assigned to your administrative unit that have not yet been turned into WOs and which are not duplicates of other work requests.

Create a pending WO for a work request by right-clicking the work request record to display the shortcut menu and select Issue Work. See Create a Work Order from a Work Request for more information on creating a WO in this window.

Work Orders Pane

The Work Orders pane shows pending WOs for your administrative unit. Once a WO is activated, it will no longer be displayed in this window.

The information shown for a WO identifies what, when, and where an activity is to be performed: and for what asset. It also shows the funding source for the WO (notice that the Plan Amount column, which shows the dollar amount allocated to this WO, is required). The locations where the WO will be performed or the inventory items for which the activity of the WO will be performed (or both) are shown in the Work Target pane.

Actions and Right-click Context Menu Commands

When you right-click a pending WO, the system displays a shortcut menu. This shortcut menu contains the following special commands in addition to the common commands:

Work Target Pane

Note: If the WO's asset type is set to "location applicable" in the Setup Asset Types window, an error will result if a location is not supplied in this pane. (If the asset type is not "location applicable," then you can leave this pane empty.)

The Work Target pane displays where the activity of the selected WO will be performed. When multiple locations are displayed, the Pct Work column shows a decimal number corresponding to the percentage of the amount of effort to be expended at that location. (For example, 0.25 in this column indicates that 25% of the work effort will be expended at this location.)

Actions and Right-click Context Menu Commands

When you right-click this tab, the system displays a shortcut menu. This menu contains the following commands along with the common commands:

Insert Locations Directly

When a WO is created, the wizard that creates the WO also requests a location. The location is therefore inserted at the same time as the new, pending WO. However, if desired, additional locations can be inserted in this pane by right-clicking and selecting Insert. The system then inserts a new record in this pane and you can complete the record as required.

Note: For the record to be saved, the text string entered in the Inventory Element Name column must match exactly (in both spelling and case) a location in the database. For example, if the location is IBIS LAKE, entering ibis lake or IBISS LAKE will generate an error when you attempt to save. For this reason, it is often easier to acquire the location from the map using the Insert Location(s) from Map command.

Insert Locations from a Map

To insert one or more locations from a map, use the following steps:

  1. Right-click in the Work target pane and select Insert Location(s) from Map. The system displays the GIS Explorer window.
  2. In the GIS Explorer window, manipulate the map image to display the desired location.
  3. Click the icon and then drag the mouse to draw a box around the area on the map in which the desired location is found. After releasing the mouse key, the system displays all locations found in the area you defined in the Selected Features pane.
  4. In the Selected Features pane, right-click and select Add to Selected WO. The system sends all locations shown in the Selected Features pane to the Work Target pane. The GIS Explorer window remains open so you can selected additional locations.
  5. If you wish to select additional locations, repeat these steps. Otherwise, close the GIS Explorer window.

Insert Inv. Items from a Map

To insert one or more inventory items from a map, use the following steps:

  1. Right-click in the Work target pane and select Insert Inv Item(s) from Map. The system displays the GIS Explorer window with the active theme being the theme that contains the inventory items associated with the activity of the WO.
  2. In the GIS Explorer window, manipulate the map image to display the desired location of the inventory items.
  3. Click the icon and then drag the mouse to draw a box around the area on the map in which the desired inventory items are found. After releasing the mouse key, the system displays all inventory items found in the area you defined in the Selected Features pane.
  4. In the Selected Features pane, right-click and select Add to Selected WO. The system sends all inventory items shown in the Selected Features pane to the Work Target pane. The GIS Explorer window remains open so you can selected additional inventory items.
  5. If you wish to select additional inventory items, repeat these steps. Otherwise, close the GIS Explorer window.