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How To Create Work Orders

Updated over 2 weeks ago

Introduction

The Work Order functionality allows you to track, create, and perform operational tasks necessary for the productivity of your power plants. This includes generating and tracking work on specific assets, including maintenance tasks, legal obligations or regulatory compliance.

Steps

Go to: CMMS > Work Orders > Create Work Order

  1. You can close the window by clicking on the X

  2. Toggle on/off based on whether the new work order is allowed to start

  3. Write a descriptive title

  4. Provide as much information as necessary to perform the work order

  5. Work Order fields:

    • Status: Open, In Progress, On Hold, Closed

    • Type: Inspection, Preventive Maintenance, Reactive Maintenance, Service, Troubleshooting, Other

    • Source: Asset Management, Contract, Event, Legal Obligation, Other

    • Supervisor: Pick a supervisor from the dropdown

    • Affected Assets: Pick all the assets targeted by the work order

    • Scheduled Start/End Dates: The calendar dates when the work order is scheduled to happen

    • Actual Start/End Dates: The actual time period the work order was performed

  6. Click on the Create button to generate the new work order

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