Create a Work Order

Create a work order in the Work Order Tracking (SP) application. After you create a work order, you can associate other records with the work order, such as a service address, service level agreements, customer agreements and price schedules, and response plans.

To create a work order:

1. In the toolbar, click New Work Order . The system automatically numbers the new work order. You can change the default work order number by typing a new number in the Work Order field. Required fields are marked with a red asterisk.

2. If appropriate, enter a description of the work in the Description field. Click Long Description to enter a long description if needed.

3. In the Priority field, enter a priority for the work order if you plan to schedule it.

4. Choose one of the following options:

• If the work order is for a location, in the Location field, specify the location.

• If the work order is for an asset, in the Asset field, specify the asset.

• If the work order is for a configuration item, in the Configuration Item field, specify the configuration item.

• If the work order is to be charged to a GL account rather that to an asset, location, or CI, in the GL Account field, specify the GL account.

4. Optional: If there is no location, asset, or configuration item with a customer for the work order, specify the customer directly in the Customer field.

5. To assign a category to the work order, click Select Value on the Work Type field and select a type. Most of the other fields in this section are filled with default values.

6. If you have the IBM Maximo Linear Asset Manager license installed, and you entered a linear asset in the Asset field, additional fields are displayed. You can enter a feature and feature label in the Details section. Enter values in the Linear Segment Details section as needed.

7. To apply a job plan to the work order, enter a value in the Job Plan field or click Detail Menu and select an option to retrieve a value.

Note: If the job plan has a safety plan associated with it, the system enters the safety plan identifier in the Safety Plan field. Otherwise, you can click Detail Menu to select a safety plan for the work order or use the Select Safety Plan dialog box to select a safety plan specific to the work assets on the work order.

8. Enter a value in the Failure Class field if needed. If the asset or location on the work order has a failure class associated with it, the system automatically enters the failure class in the Failure Class field.

9. In the Scheduling Information and Responsibility sections, you can enter information as needed.

10. Click Save Work Order .

Note: When you insert a new work order, the system gives it a status of Waiting On Approval (WAPPR). There are additional Work Order Tracking tabs you can use to add or modify information for this work order.

 Click the Plans tab to create or modify the work plan and hierarchy information.

 Click the Safety Plan tab to add or modify the safety information.

 Click the Failure Reporting tab to add or modify failure information for the work asset.

Deleting Work Orders

For auditing purposes, work orders cannot always be deleted. To stop all action on a work order, you can change the status to CAN (Canceled).

See Also

Delete Work Orders