Creating a Work Order

This chapter presents an overview of work orders and work order task creation and discusses how to:

Create a work order.
Create work order tasks.
Use the Work Order - Miscellaneous page.

Understanding Work Orders

This section discusses:

An overview of work orders.
Work order creation from a service request.
Work order creation from Project Costing.
Work order creation from a help desk application.
Work order copy.

An Overview of Work Orders

Maintenance planners, physical plant administrators, facilities managers, technicians, and equipment operators use work orders to plan, schedule, dispatch, track, account for, and report on the construction, repair, maintenance, and disposal of an organization's physical assets. Prior to creating a work order, along with Maintenance Management, you must install and set up Asset Management, Project Costing, and Purchasing, as well as optional product integrations such as Inventory.

Important! You must set up either a work order-managed or Project Costing-managed project before you can create a work order. Make sure the project's business unit is specified in the work order business unit's Integrations page, and add the project to the Work Order-Projects Association page in Setting Up Financial/Supply Chain, Product Related, Maintenance Management before you create a work order.

See Understanding Maintenance Management.

The two different formats for work orders in Maintenance Management are:

Work orders, which can have multiple work order tasks and can involve the definition and scheduling of multiple types of resources.
Express work orders, which are easily entered and require minimal resources and data entry.

You can initiate the creation of work orders from several different applications and options in the system, which include:

Project Costing.
Third-party help desk applications.
Maintenance Management service requests.
Program Management.

See Understanding Integrated Products and Shared Products Setup Considerations.

This section discusses:

Work orders.
Express work orders.
Preventive maintenance work orders creation.
Work order header.
Work order approval.
Asset warranty claims.
Work order tasks.
Work order task accounting.

Work Orders

The standard work order in Maintenance Management is a comprehensive planning and scheduling vehicle with extensive functionality in comparison to the express work order. You can create a work order directly in Maintenance Management using the Work Order component, or you can create it by initiating it from a service request, Project Costing, Program Management, or a help desk application.

The pages in a work order include:

The Work Order page.

You define the work order header, which includes the overall status of the work order, the work order approval status, service request information, if applicable, and the capability to approve a work order, if applicable, and the ability to add supplemental data and attachments. You can also specify an asset that applies to the overall work order. You can select a work order job template to apply to this work order, and you can create one or more work order tasks. The work order header status is automatically determined by the system based on the most outstanding status of all the work order tasks associated with this work order. Users cannot directly modify the status of the header. The work order status is indirectly changed when users change the work order task status and is only changed when you save the work order.

Note. You can set up more detailed task information on the Requirements and Schedules pages.
The Requirements page.

You can create a work order task and enter the task details, such as the task's start and end dates, the scheduler and supervisor responsible for the task, the asset affected by the task, and a description of its problem. You can also review any warranties associated with the asset and create a warranty claim from this page. You can optionally define the labor, inventory, purchased and on-hand, and tool resource requirements needed to perform the task. In addition, links are provided for instructions, a checklist, attachments, supplemental data, notes, and work order task templates. You determine at the business unit level or at the shop level whether you want to calculate estimated costs based on these requirements.

See Understanding Work Order Task Resource Requirements.
The Schedules page.

You can optionally schedule specific labor, inventory, purchased and on-hand, and tool resources for each task. You determine whether you want to schedule labor, inventory, or tools resources at the business unit and shop levels. You can also access the checklist, attachments, supplemental data, and notes from the Schedules page. Normally a scheduler is designated on the work order and the scheduler uses the Work Order Workbench component to access work orders to perform the scheduling.

See Scheduling a Work Order.
The Actuals page.

This page displays the scheduled start and end dates and the actual start and end dates for a work order task. This page mirrors transactions that are recorded in other systems or in the workbenches. The Labor Actuals grid displays the actual labor time that is entered using the Technician Workbench component. The Tools Actuals grid displays the tools usage entered in the Technician Workbench. The Inventory Actuals grid displays inventory item usage recorded in Inventory. The Purchasing Actuals grid displays items procured through Purchasing, and ultimately paid for through Payables.

See Executing and Processing Work Orders.
The Cost page.

This page shows a summary of the total estimated, scheduled, and actual costs for each resource type, along with the variances. In addition, a second grid displays the estimated, scheduled, and total costs, along with a variance, for each work order task. The Task Actuals grid shows the actuals totals for the resources in each work order task, and also enables you to click the Capitalize button to display the capitalized costs and the Chargeback button to display the actual amounts charged back to other organizations in the enterprise by means of Project Costing. You can also click on the task resource total to display the task line details in another grid.

See Executing and Processing Work Orders.
The Miscellaneous page.

This page presents a summary of the work order header information, the current status of the work order, who last modified the work order and when, individuals responsible for the work order, and the dates that the work order was completed and then closed. You can also indicate that this is a standing work order, which prevents it from being closed. Standing work orders are typically used to capture frequently occurring, repetitive work, such as replacing light bulbs. You can close a standing work order by clearing the Standing Work Order check box and changing the task status to complete. You can also identify any parent and child relationships that apply to this work order, as well as input values for any supplemental data fields you have established.

Express Work Orders

An express work order is the simplest and fastest way to create a basic work order. Use this option to create work orders that require few resources and little or no scheduling. You identify the asset requiring work, the scheduler, and the parent work order, if this work order is being created based on another work order. The Project and Activity fields appear on the work order. You can also define the inventory and purchased and on-hand resources needed to perform the work. It is also possible to add attachments, notes, and supplemental data to this type of work order. You can only create an express work order by selecting the Maintenance Management, Work Order Management, Express Work Order menu option. Users cannot create an express work order from third party help desk applications, Project Costing, and service requests.

Note. You cannot enter labor or tools requirements in an express work order.

See Understanding Supplemental Data.

Preventive Maintenance Work Order Creation

Preventive maintenance work orders are normally used to maintain assets on a routine basis. To generate a preventive maintenance work order, you must set up a preventive maintenance schedule, in which you identify the asset (or assets) being maintained and the type of maintenance to be performed, associate a work order job template, and specify the intervals between work orders based on date-based and meter-based schedules. Once a schedule is set up, you can run the Preventive Maintenance process (WM_PM) or the Preventive Maintenance Projection process (WM_PM_PJC) to determine the next maintenance due date for the work orders that are not based on specified dates and generate preventive maintenance work orders and projections, which you can load review online or load into Microsoft Project Once the work orders are generated, you access the work order using the Work Order component, where you can modify the work order and schedule the resources, if applicable.

See Understanding Preventive Maintenance Work Orders.

Work Order Header

The work order header consists of data that controls the entire work order.

To add a work order in the Express Work Order component and in the Work Order component, you must enter:

A work order business unit.

This field is required. You can enter a default value at the user preferences level.
A work order ID.

When you create a work order, the Work Order ID field default value is NEXT if you selected the Work Order Auto Numbering check box in the work order business unit. For each new work order, the system uses the next work order ID based on the last work order number tracked in the business unit. However, you can override NEXT with any number you choose for the work order. If you left the Work Order Auto Numbering check box in the work order business unit cleared, you must enter a work order ID manually when you create a work order.
A work order type.

This value, such as CAPT (Capital Work Order), PM (Preventive Maintenance), and CM (Corrective Maintenance), is used to categorize the work for analysis purposes and is required. It also is included as part of the control default order, the accounting default order, and the project default order set up in the work order business unit.
A service group.

This value is required. You can enter a default value at the business unit level and user preferences level. Service group is also included as part of the project default order and the accounting default order in the work order business unit. This value is also used to categorize work order information.
A shop.

This value is required. You can enter a default value at the business unit level and user preferences level. Shop is also included as part of the control default order, in the work order business unit.
A priority code.

This value is required. It enables you to prioritize work orders to enable a scheduler to search for and locate work orders by priority on the Work Order Workbench and is used to sort work orders in some of the Maintenance Management pagelets.
Required start and end dates.

When you create a work order, the current system date is the default value in both the Required Start and Required End fields. You can enter the correct start and end dates for the work order in the Add page, or you can override the dates in the work order's header information in the Work Order page.

When you access the Work Order page, the work order header information:

Identifies who created the work order and when.
Establishes a date for the entire work order to begin and end and how long the total work should take.
Displays the current status of the work order.
Identifies if a service request is associated with the work order.
Enables the user to select or override the work order type and priority and shop.

If you change the work order type, it may change the default project.
Indicates the approval status of the work order, enables a user to approve a work order, and provides a link to enable a user to review the approval history.
Enables the user to add attachments (documents, drawings, and such) that apply to the overall work order.
Enables the user to enter values into supplemental data fields, which you can set up for work orders.
Enables the user to add notes that are relevant to the overall work order.
Enables a user to select the asset on which the technician is performing the work specified in this work order along with the location of this asset.

Important! If you selected the Multiple Assets Per Work Order check box in the work order business unit, then you can select an asset in the work order header and different assets for the work order tasks. If you do not select the check box, then the asset field does not display for any of the work order's tasks. In this case, the asset selected in the work order header also applies to any tasks created for the work order.
Enables a user to view any work history associated with this asset, as well as any associated warranties.
Enables a user to select a job template to copy into the work order.

The list of job templates is based on a combination of the asset category and the problem, cause, and resolution values that the user selects to search for the appropriate job template. You can only copy one job template per search to the work order. However, you can perform multiple searches to copy more than one job template to the work order. The work order tasks identified in the job template are appended to the end of the work order's task list.

See Setting Up a Work Order Business Unit.

See Understanding Work Order Types, Service Groups, and Priorities.

See Understanding Shop and Crew Management.

See Understanding Integrated Products and Shared Products Setup Considerations, Setting Up Maintenance Management System Parameters.

Work Order Approval

The work order approval link in the work order header displays if you selected the Workflow Approval option in the work order business unit. If you selected Pre-Approved, the approval status indicates that the work order is pre-approved. You must set up work order approval workflow before you can approve a work order or manage work order approvals.

Note. If the work order header status is canceled, then the work order approval process is not invoked.

See Understanding the Work Order Approval Workflow Architecture.

See Understanding the Work Order Approval Process.

Asset Warranty Claims

You can create a warranty claim for assets specified in the work order or work order tasks.

See Understanding Warranty Claim Management in Maintenance Management.

Work Order Tasks

You create work order tasks to specifically define the problem that needs to be resolved, the work that needs to be completed, the length of time that it takes to complete each task, the asset associated with each task, the status of each task, and the resources needed to complete each task. You can optionally define labor, inventory, purchased and on-hand, and tools resource requirements for a work order task and generate estimated costs based on these resources. In addition, you can optionally schedule resources for each task.

Note. You must identify the work order task status that you want to as the initial status when you create a work order task.

You can use work order job templates and work order task templates to simplify the creation of work orders and tasks that you use frequently. You can select a work order task template at the task level that provides the resource requirements for a single task. You select the work order job template at the work order header level. It consists of one or more job steps that are associated with work order task templates. When you select a job template, all the data from all the work order task templates associated with the work order job template are copied to the work order tasks. You can only access one work order job template at a time to copy to the work order. However, if you want to add more than one job template to the work order, you can click the Job Templates link again and select another job template. The second job template is appended to the work order after the first data copied from the first template.

Note. When you create a job template (Set Up Financials/Supply Chain, Product Related, Maintenance Management, Templates, Work Order Job Template) and you search for a work order task template to associate with the job template, the search results only consist of work order tasks templates that fall within the effective date parameters of the job template. However, when you copy a job template to the work order, the system only allows you to copy job templates with effective dates that fall within the parameters of the work order header's Required Start Date field. Also, only work order task templates with effective dates that fall within the parameters of the work order task's Required Start Date field are copied to a work order task. If the Required Start Date is not available in either instance, then the current system date is the controlling factor.

You can also copy the data from a single work order task template to a task. If you copied one or more job templates to a work order, you can also copy one or more single task templates to the work order as well.

When the resource requirements are copied to the work order tasks either from tasks listed in a job template or from a single task template, then the data is edited just like any other work order task data, and the resource cost data from the individual tasks is recalculated and rolled up from the individual tasks to the Estimated Cost fields in the work order's Costs page.

See Understanding Work Order Task Resource Requirements.

See Understanding Work Order Statuses.

See Understanding Resource Scheduling.

Work Order Task Accounting

You can click the Set Accounts link on the Requirements page to access the Work Order Task Accounting page. This page is used to set up asset capitalization, retirement, and chargeback information for the work order task. This only applies to work orders associated with work order-managed projects. You generate accounting transactions based on the GL business unit set up in the work order business unit.

Important! Work orders associated with Project Costing-managed projects do not use this page to set up accounting for chargebacks. Chargeback accounting for work orders associated with Project Costing-managed projects are handled completely by Project Costing.

See Understanding Maintenance Management.

Asset Capitalization for Work Order-managed Projects

You can select a filter ID and a capitalization minimum amount for Project Costing to use to calculate the capitalization amount for an asset. The capitalization minimum amount that you specify means that the cost to repair, maintain, or build the asset must be equal to or greater than the amount specified in this page before Project Costing will calculate a capitalization amount to apply to the asset in Asset Management. You identify a filter that is set up in the Project Costing Express Asset Filter Criteria component. This filter criteria specifies which transaction costs are allowed to make up the amount to capitalize. For example, Filter 1 could establish that material and labor actuals should be capitalized, and Filter 2 could indicate that only labor actuals should be capitalized.

Chargebacks for Work Order-Managed Projects

Project Costing integrates with Maintenance Management to enable you to charge back these costs to a different organization (which can be a different GL business unit, operating unit, department, etc. for example) that you specify. You use the Work Order Task Accounting page to enable these chargebacks. This only applies to work orders that are associated a with a work order-managed project. For project-managed work orders, the charging back of costs is controlled in Project Costing using standard Project Costing functionality. Accounting entries for any transactions generated from performing work order tasks in Maintenance Management are created in Expenses (by means of shared functionality) for labor, Inventory for inventory items, and Purchasing and Payables for non-inventory items and services procured. The Project Costing Price Engine (PC_PRICING) is run on the costs generated from these feeder systems, where Project Costing applies accounting rules determined by the rate set selected on the Work Order Task Accounting page.

The default value for the rate set is derived from the work order business unit's Integration page. The selected rate set is associated with a rate template that resides in Project Costing and contains two rate options specific to Maintenance Management:

WBI, which is the work order labor bill rate set.
WCO, which is the work order cost rate set.

Once the Pricing Engine (PC_PRICING) runs, these costs reside in the Project Resource (PROJ_RESOURCE) table. When a work order transaction is priced, the Pricing Engine (PC_PRICING) updates the GL_DISTRIB_STATUS in PROJ_RESOURCE to Hold, which prevents the Accounting Engine (PSA_ACCTGGL) from selecting or processing any rows with this status. When a work order task is closed, the Work Order (task) Close Process (WM_CLOSE) updates GL_DISTRIB_STATUS to Costed. The rows in PROJ_RESOURCE are then selected by the Accounting Engine to apply the accounting rules, which enables the Journal Generator to generate chargeback accounting entries.

Work Order Creation from a Service Request

Employees in an organization can create and submit a self-service request online to an agent concerning a problem they may be experiencing which can range from the need to replace a light bulb in their office to problems with their computer hardware and software. Many service requests are fulfilled without creating a work order. However, if an agent receives requests concerning problems that cannot be resolved easily, then the agent creates a work order directly from the service request. When an agent creates a work order from a service request, the work order is created with a minimum of data. Later, a planner or scheduler can update the work order with any missing information and assign it to the appropriate technicians.

For example, an employee creates a self-service service request to have a file cabinet moved from one location in the employee's (requester's) office to another location. Because this type of work requires the use of facilities personnel to physically move the filing cabinet, the agent that reviews the service request creates a work order and work order task for a technician to move the filing cabinet. The work order is assigned and scheduled (if necessary). The technician then moves the filing cabinet, enters the time it took to perform the work in the work order, and marks the work order task as complete. The requester is notified that the work order is complete and has a specific amount of time to respond before the service request is closed. The work order is closed based on the number of close days specified on the business unit definition. The closure of the work order itself is of no concern to the requester.

See Understanding Service Request Creation and Use.

Work Order Creation from Project Costing

All work orders are associated with a project created in Project Costing and at least one project activity that is either created in Project Costing or generated in Maintenance Management, depending on whether the project you create to associate with work order is:

A Project Costing-managed project.
A work order-managed project.

In Program Management and Project Costing, you can create a work order from an activity. To do so in Program Management, you access the Program Management, Activity Definitions, Resources, Resources by Activity page, and in Project Costing, the navigation is Project Costing, Activity Definitions, Team. Both the Resources by Activity and Team pages contain a Create Work Order button. If you have Program Management installed, you can identify asset (tool), material, and labor resources for an activity, and when you are ready to create a work order, you click the Create Work Order button to bring up a page that enables you to select which of the activity's resources you want to copy to a new work order. If you have only Project Costing installed, clicking the Create Work Order button will take you to a page from which you can select only the labor resources that you wish to place on the new work order you are creating. Regardless of whether you are using Project Costing or Program Management, the Create Work Order page that appears enables you to select the resources; identify the work order business unit, work order type, service group, and shop; and create a new single task work order with the selected resources automatically loaded to as requirements of the work order task.

Note. For work order-managed projects, when you set up the Project Costing Options component for a Project Costing business unit in Setup Financial/Supply Chain, Business Unit Related, Project Costing, Project Costing Options, you should select Optional for the Input Control, Business Unit, Project, and Activity field value.

No accounting or cost collection activities are performed in Maintenance Management. Instead, as work is performed and entered in the work order in Maintenance Management, it is sent to the feeder systems where the appropriate accounting is performed, and then sent to Project Costing where it calculates the costs, capitalizes costs, and sends chargeback calculations to General Ledger.

Work Order Creation from a Help Desk Application

A help desk agent can create a work order directly from the help desk application as part of resolving a case. After creating a work order, a help desk agent can then update or cancel the work order.

To create a work order from a help desk application, you can assume that:

All systems sending information track their requests or cases by business unit.
Person data used for help desk case creation is part of the help desk system and is not related to person data used in Maintenance Management.

Because the help desk agent's contact information displays in the work order header, the help desk agent must also be set up in either the FSCM or HRMS source data tables.

See Understanding Labor and Tools Resource Setup and Maintenance.

The help desk application is responsible for retrieving all asset information from the Asset Management asset repository and for maintaining the history of all transactions sent to Maintenance Management.

PeopleTools Integration Broker is used to issue a series of asynchronous messages that are sent between the help desk application and Maintenance Management. All help desk applications are considered to be third-party products, which means that they must be set up to successfully send and receive the required Integration Broker messages. The following table describes the messages that are sent between the two products by means of the Integration Broker:

Message	Processing	Function
COPY_PROBLEM_TREE	Outbound	Publish All Problem Tree information for problem trees set up in Maintenance Management. The Problem Tree page (WM_PROBLEM_TREE) in Maintenance Management has a Publish Data check box in the top level of the tree, which, when selected, sends a problem's branch information to the help desk, which uses it to identify and classify a problem.
COPY_SHOP_LOC	Outbound	Publish All Shop Location information.
COPY_WO_STATUS	Outbound	Publish Work Order Header Status Code information.
COPY_WM_PRIORITY	Outbound	Publish all Work Order Priority information.
SYNC_REQ_WORK_ORDER	Inbound	Subscribe to work order add/update request from help desk.
SYNC_RSP_WORK _ORDER	Outbound	Publish to work order create/update response. This could include the work order business unit, the new work order ID, and any error messages issued from the add/update process if the transaction was not completed successfully.
SYNC_WM_WO_KEY_EVENT	Outbound	Publish to key event reporting.

See Enterprise PeopleTools PeopleBook: PeopleSoft Integration Broker

Maintenance Management provides notification of key events for work orders that originate outside of Maintenance Management. For a help desk application, Maintenance Management publishes asynchronous messages for these key events. The key events are:

Work order header status change.
Work order description change.
Requests for additional information.
Replies to requests for additional information.

Requests for Information

A technician can request more information from the help desk application by email if a valid employee ID or email address for the help desk agent is available on the work order header. The technician accesses the Notes link in either a work order's header or task, enters a new note, indicates that a reply is needed, and sends an email to the contact person (usually the help desk agent) identified in the work order. This email contains an URL that points to a reply page where the help desk's contact person can reply to the information request. When the help desk agent replies, the system automatically sets the note indicator in the technician workbench to Replied so that the technician knows that a reply to his request has arrived and is awaiting review. For a work order header note, an email is sent to the scheduler, supervisor, and lead person, indicating a reply was received. For a work order task note, an email is sent additionally to the technician. A technician can clear the Request for Information check box in the work order's Notes page, which cancels the need for a reply to the note. This resets the note indicator in the technician workbench from Pending to Cleared. If the technician clears the Reply check box, this resets the note indicator from Replied to Cleared.

Work Order Copy

You select the Copy To New Work Order check box in the User Preferences, Maintenance Management page for selected users to enable them to copy data from an existing work order to a new work order by clicking the Copy Work Order button. This button is available only when you are updating an existing work order.

In the work order header, you can enter a work order ID for the new (target) work order or let the system assign the next work order ID automatically. You can copy both open and closed work orders.

When you click the Copy Work Order button in the Work Order page, you can select specific work order data to copy, which can include:

Task labor requirements.
Task inventory requirements.
Task purchased and on-hand requirements.
Task tools requirements.
Task labor schedules.
Task inventory schedules.
Task purchased and on-hand schedules.
Task tools schedules.
Header notes.
Task notes.

Note. The options available for selection are dependent upon the setup of the user in User Preferences.

See Understanding Overall System Setup Parameters for Maintenance Management.

Additional data that is either copied or not copied from the source work order to the target work order includes:

The work order type, service group, priority, shop ID, asset data, problem, cause, and resolution data, location, the work order description, and chargeback data are copied to the target work order.
The project activity ID is copied from a work order, which is associated with a Project Costing-managed project, but it is not copied from a work order, which is associated with a work order-managed project.
The required start date is set to the current date and is valid in accordance with default requirements, for the header, labor, inventory, purchase and on-hand, and tools requirements.

You can change the required start date for the new work order before it is created.
The required end date is set to the new required start date plus the difference between the source work order's required start and end dates, and is valid in accordance with default requirements, for the header, labor, inventory, purchase and on-hand, and tools requirements.
The task statuses are based on how you set them up, which means that they will default to whichever status value is flagged as Initial.

See Understanding Service Request and Work Order Statuses.
The header status is recalculated based on the task statuses.
The status audit log is created for both header and task statuses.
The service request data is not copied to the target work order.
The labor schedule lines are copied together with their corresponding ChartField distributions.
The start and end dates and times and the costs in the Schedules and Actuals pages are not copied to the target work order.

For example, you can copy a work order with a status of scheduled and indicate that you want to copy the labor, inventory, purchased and on-hand, and tools schedules. However, after the copy, if the target work order has an internal status of openand the labor, inventory, purchased and on hand, and tools data that is copied into the Schedules page is unassigned, then the start and end dates and times revert to the current system date, the asset schedule is cleared, and any actuals costs are cleared.
The source work order task attachments, instructions, and checklists are copied to the target work order's tasks.
Work order job and task templates are not copied.

Creating a Work Order

To create a work order use either the:

Work Order (WM_WO) component.
Express Work Order (WM_WO_WR) component.

This section discusses how to:

Define work order header information.
Add notes to work orders.
Create attachments.
Search for job templates.
Copy to a new work order

Pages Used To Create a Work Order

Page Name	Object Name	Navigation	Usage
Express Work Order	WM_WO_WR	Maintenance Management, Work Order Management, Express Work Order	Create an very basic work order quickly. See Understanding Work Orders.
Work Order	WM_WO_HDR	Maintenance Management, Work Order Management, Work Order	Identify the key information describing what is to be done with which resources, to which asset, when, why, and how.
Work Order Status History	WM_WOSTATUS_SEC	Click the As of date link on the Work Order page.	Display the status history of the work order, the date that the status was updated, and the user who created a change in the work order that resulted in the work order header status change.
Work Order Approval	WM_WO_APPR	Click the Preview for Approval button in the work order.	Once you submit a work order for approval, click the Approval History link to view the status of the approval process.
Work Order Attachments	WM_WO_ATTACH	Click the Attachments link on the Work Order page. Click the Attachments link on the Requirements page. Click the Attachments link on the Schedules page.	Attach a document to a work order or work order task.
Work Order Supplemental Data	WM_WOHDR_SD_SEC	Click the Supplemental Data link on the Work Order page. Click the Supplemental Data link on the Requirements page. Click the Supplemental Data link on the Schedules page.	Enter values for supplemental data fields that the organization has created for use on work orders.
Notes	WM_WO_NOTES	Click the Notes link on the Work Order page. Click the Notes link on the Requirements page. Click the Notes link on the Schedules page.	Add notes about the work order.
Work Order History for Asset	WM_ASSETWO_SEC	Click the Work Order History link on the Work Order page. Click the Work Order History link on the Requirements page. Click the Work Order History link on the Schedules page.	View a history of the work order created, completed, and closed for the specified asset.
Maintenance History by Type	ASSET_MAINT_SUM_01	Click the Asset Maint. History link on the Work Order page. Click the Asset Maint. History link on the Requirements page. Click the Asset Maint. History link on the Schedules page. Asset Management, Service and Maintenance, Review Maintenance History Maintenance Management, Inquiries, Asset Maintenance History	View the asset maintenance history based on the type of maintenance performed on the asset.
Maintenance History by Date	ASSET_MAINT_SUM_02	Select the Maint. History by Date tab.	View the asset maintenance history based on the date of the maintenance.
Asset Warranties	ASSET_WARRANTY	Click theActive Asset Warranties link on the Work Order page. Click the Asset Warranties link on the Requirements page. Click the Asset Warranties link on the Schedules page. Asset Management, Service and Maintenance, Asset Warranties	Display the asset warranties associated with an asset specified in the work order. If a warranty does not exist, users with update access to the page can create an asset warranty for this asset, using a warranty template if desired.
Search for Asset Warranty Templates	AM_WTMPL_SRH	Click the Apply Warranties from Template link on the Asset Warranties page.	Search and select an asset warranty template to apply to the Asset Warranties page to create a new warranty for an asset.
Job Template Search	WM_JRL_JT_SRCH_SEC	Maintenance Management, Work Order Management, Work Order Click the Job Templates link.	Search for a job template to associate with this work order.
Personal Data	WM_PERSON_DATA_SEC	Click a selected supervisor, scheduler, or contact link on the Work Order page. Click a selected supervisor, scheduler, or contact link on the Requirements page. Click a selected supervisor, scheduler, or contact link on the Miscellaneous page.	Enables a user to view a selected employee's contact information.
Copy Work Order	WM_WO_COPY_SEC	Click the Copy to New Work Order button on the Work Order page.	Copy existing work order data to a new work order.

Defining Work Order Header Information

Access the Work Order page.

Work Order

If the selected business unit indicates auto-numbering, then the system assigns the NEXT number after the last Work Order ID created. If auto-numbering is not selected for the business unit, you can enter a number manually.

Created On and Created By

Once a new work order is saved, these fields display the date and time that the work order was created and the name of the individual who created the work order.

Required Start and End

Select the date that you want this work order to start and end.

Status

Identifies the overall work order status. The work order status reflects the most outstanding status of the work order task statuses. You cannot directly change this work order header status.

As of mm/dd/yyyy (as of month/day/year)

Click this link to access the Work Order Status History page, which describes the status of the work order, the date it was updated, and the name of the person who updated it.

Duration

Enter the number of hours needed to complete the entire work order. This field is informational only. However, the value entered in this field can be exported to Microsoft Project.

Work Order Type

Select a user-defined value for the type of work order you are creating. Typical work order types could be: CORR (corrective maintenance), Capital (capital), and PM (preventive maintenance).

Note. A default value, which you can override, displays in this field based on the value entered in the Work Order Type field on the Work Order - Add a New Value page. This is a required field.

Service Request Unit

Click to select a service request business unit to enable you to associate a service request with this work order. This field may already contain a value if:

This work order was created from a service request. The business unit value from that service request displays here.

The service request was created from an application, such as a help desk application, that is external to Maintenance Management. This information is display-only.

Priority

Select the level of urgency for this work order.

Note. A default value, which you can override, displays in this field if you selected the Priority option on the Work Order - Add a New Value page.

Service Request Unit

Select a service request business unit to associate with the service request. If the work order was created from a service request, then this value and the service request ID is derived from the service request.

Service Request and By

Select or enter a service request number. The By field contains the name of the person entered in the Requested By field in the service request. This could be the name of the agent or the original requester, depending how this information was set up in the service request. This person is automatically notified when a work order is completed or cancelled.

Shop

Displays the default value from the value entered on the Work Order - Add a New Work Order page. This is the tentative shop.

Note. You can override this field.

PM Schedule ID (preventive maintenance schedule ID)

Identifies the preventive maintenance schedule, which was used to generate this preventive maintenance work order. If this is not a preventive maintenance work order, this field does not display.

Approval Status

If the work order business unit, shop definition, or work order type indicated that this is a preapproved work order, the defaulting approval status is Approved. However, if the work order business unit, shop definition, or work order type indicated that this work order must be approved, then the value in this field is determined by the current status of the approval process, which includes:

Initial.

Pending Approval.

Approved.

Denied.

Canceled.

Note. If work order header status is canceled, work order approval is not invoked.

Approval History

Click this link, which displays after you run the Approval process for this work order, to access the Work Order Approval page, which displays the steps in the approval process.

Attachments

Click this link to access the Work Order Attachments page.

Supplemental Data

Click this link to access the supplemental data that you set up for this type of work order. The contents that display in this page are entirely dependent on how you set up the supplemental data. You set up supplemental data to extend the information stored for an object without modifying that object's base record (table). Objects, include records, pages, and components, which must be specifically configured to accept supplemental data.

Notes

Click this link to access the Work Order Notes page.

Asset Information

This asset information is applicable to the entire work order and is optional.

AM Business Unit (Asset Management business unit)	Select the business unit associated with the asset to be worked on based on this work order. If a default asset business unit value displays in the field, it is derived from user preferences.
Asset Criticality	Identifies how critical this asset is to the organization. This value comes from the Asset Management asset repository.
	Click this button to access any warranties in Asset Management that apply to this asset. Indicates that there are warranties associated with the selected asset.
Asset ID	The field name displayed is based on the set up in the work order business unit. The field's name could be Asset ID, Tag Number, Serial ID, or VIN (vehicle identification number).
Asset Location	Select the current location of the selected asset. Important! When you enter the asset business unit and ID, the default location is derived from the asset repository. However, you can change the location to indicate that the asset is currently in a different location. For this reason the location is not validated against the asset when the work order is saved.
View Work History	Click this link to view the Work Order History for Asset page. This page lists the work orders, along with their descriptions and status, that were created for this asset, along with the completed and closed dates, if applicable.
Asset Maint. History asset maintenance history	Click this link to access a second window to review the Review Maintenance History component in Asset Management, which enables you to view the: Maintenance History by Type page. You can view the description of the maintenance, the date and time of the maintenance events, and technician who performed the maintenance; the cost of the maintenance; and the work order business unit, work order ID, and task ID. Maintenance History by Date page. You can view the description of the maintenance, the date and time of the maintenance, and the technician who performed the maintenance. Note. Click on the work order window to return to the work order.
Job Templates	Click this link to access the Job Template Search page, which enables you to search for a job template to apply to the work order.

See Understanding Service Request and Work Order Statuses.

See Understanding Maintenance Management, Work Order Business Unit Defaults and Default Hierarchies.

See Understanding Service Request Creation and Use.

See Establishing Work Order Priority Codes.

See Understanding Labor and Tools Resource Setup and Maintenance.

See Understanding the Work Order Approval Workflow Architecture.

See Understanding the Work Order Approval Process.

See Creating Attachments.

See Understanding Supplemental Data.

Approval Preview and Submit for Approval

Click the Approval Preview button and the Submit for Approval button to access the Work Order Approval page.

See Understanding the Work Order Approval Process.

Adding Notes to Work Orders

Access the Work Order Notes page.

New Note

Enter a subject for the note and then the note. Click the Save button to save the note.

The check boxes on the left of the notes are used for selecting which notes are sent when you click the Send to Scheduler button on the page. The note is available in the Work Order Workbench for the scheduler identified in the work order.

Notes Contents

When you save a note, it displays the note in the Note Contents group box, along with the date and time the note was entered, and by whom. As notes are added, this enables you to keep track of the note history.

Creating Attachments

Access the Work Order Attachments page.

Description

Enter a brief description of each attachment.

Click this icon to enable you to search for an attachment such as a drawing, diagram, or other type of document that is needed for the construction, service, or repair of the selected asset.

Searching for Job Templates

Access the Job Template Search page.

Asset Business Unit and Asset ID

Enter or select a business unit to override the default Asset Business Unit and enter or select an asset ID to override the default Asset ID. These default values come from the values specified in the work order header. The values selected retrieve the asset type and other associated information.

Include Non-Asset Templates

Select this check box to include job templates that contain tasks that do not directly involve the asset, such as a multi-task operation to clean up and restore the work area.

Note. If you do not select and Asset Management business unit and an asset in the work order header or task when you access this search page, this check box is automatically selected and only non-asset templates are listed after performing the search.

Copy PCR Criteria to Tasks (copy problem, cause, and resolution criteria to tasks)

Select this check box if you did not specify the problem/cause/resolution (PCR) code values in the fields on the Work Order page, but selected PCR codes instead on the search page to refine your search. You have the option of copying these PCR lookup values back to the work order task lines. When you save the work order, the work order copies the problem, cause, and resolution to each of the task lines created from the selected job template.

Important! When you select a job template to apply to this work order, it copies the associated task template information to the work order tasks. The system only copies task template lines to a work order task line that does not contain any default values or values entered by a user. Usually, once a user enters a task line, a new line is triggered into which the system can copy a task line associated with work order job template.

See Defining Resource Requirements for a Work Order Task.

See Understanding Work Order Task Resource Requirements.

Work Order Tasks

You can create work order tasks using this grid. However, you cannot define requirements or schedule resources using this grid. The information that you enter in this grid is the same information that you enter when you set up work order tasks on the Requirements page.

See Pages Used To Create Work Order Tasks.

Copying to a New Work Order

Access the Copy to Work Order page.

Click the Copy To New Work Order button to access the Copy to Work Order page.

Note. This button displays only if this option is selected for this user in User Preferences.

New WO Number (new work order number)	Enter an alphanumeric number for this new work order. Note. This field does not display if you selected the Work Order Auto Numbering check box in the work order business unit.
Required Start Date	Change the date or leave as today's date for the new work order.
Copy Options	To copy one or more of the following values to the new work order, click the corresponding check box for: Task Labor Requirements. Task Inventory Requirements. Task Proc/On Hand Requirements (purchase/on hand requirements). Task Tool Requirements. Task Labor Schedules. Task Proc/On Hand Schedules (purchase/on hand schedules). Task Tools Schedules. Task Inventory Schedules. Header Notes. Task Notes. Note. The options that display on this page are dependent upon the setup in user preferences for the user copying the work order. The scheduling options do not appear until the work order is approved. See Understanding Overall System Setup Parameters for Maintenance Management.
OK	Click this button to access the new work order.

See Work Order Copy.

Creating Work Order Tasks

To create a work order task, use the Work Order (WM_WO) component.

This section discusses how to:

Create work order tasks.
Set up work order task accounting.

Pages Used To Create Work Order Tasks

Page Name	Object Name	Navigation	Usage
Work Order	WM_WO_HDR	Maintenance Management, Work Order Management, Work Order	Select, enter, or view data in the Work Order Tasks grid.
Requirements	WM_WO_TASK_RQMT	Maintenance Management, Work Order Management, Work Order Select the Requirements tab.	Create and update work order tasks and task requirements.
Task Status History	WM_TASKSTATUS_SEC	Click the As of xx/xx/xxxx date link on the Requirements page.	Review the history of work order task status changes for the selected task.
Scheduler Information	WM_SCHEDULER_SEC	Click a selected scheduler's name link on the Work Order - Requirements page. Click a selected scheduler's name link on the Work Order - Miscellaneous page.	View specific information about the scheduler.
Personal Data	WM_PERSON_DATA_SEC	Click the link associated with a selected supervisor's name or the link associated with a selected contact's name.	Review additional personal information, such as the telephone number, of the selected individual.
Work Order Task Accounting	WM_WO_TSK_ACCTG	Maintenance Management, Work Order Management, Task Accounting Click the Set Accounts link on the Requirements page.	Set up asset capitalization and chargeback information.
Asset Calendar	RS_ASSET_MONTH	Maintenance Management, Work Order Management, Work Order. Click the Asset Calendar link in the Work Order Tasks - Asset Information grid.	Access and review the Asset Calendar. Note. This link displays only if you select an asset for the task. See Understanding Labor and Tools Resource Setup and Maintenance.
Task Details	RS_SCHED_APPT	Click the day link in the Asset Calendar.	Review the task details for an asset on a specific day. See Understanding Labor and Tools Resource Setup and Maintenance.
Asset Daily Schedule	RS_ASSET_DAILY	Click the Return to Asset Daily Schedule link on the Task Details page.	Displays the asset's schedule per day hour by hour. See Understanding Labor and Tools Resource Setup and Maintenance.
Task Template Search	WM_JRL_TT_SRCH_SEC	Click the Task Templates link on the Work Order - Requirements page. Click the Task Templates link on the Work Order - Schedules page.	Search for a work order task template to copy to the work order.
Task Cost Recovery	WM_WO_TSK_CLAIM	Maintenance Management, Work Order Management, Work Order. Click the Warranty Claim link in the Work Order Tasks - Asset Information grid.	Enter warranty claim information to begin the process of attempting to recover costs from a vendor based on an asset's warranty.

Creating Work Order Tasks

Access the Requirements page.

Task Number

The system generates this number.

Duplicate this Task

Select the check box and then click the plus sign in the upper right corner of the Work Order Tasks group box to create a copy of this task.

Note. You can also just click the plus sign in the upper right corner of the Work Order Tasks group box to insert another blank task. You can create as many tasks as needed using this method. You can also click the minus sign in the upper right corner of the Work Order Tasks group box to delete a task.

Sequence

Enter the number that represents the numerical order within the work order in which to complete this task.

Required Start and Required End

Select the start and end dates and times. The default start and end date values are derived from the work order header. You can override this information.

Task Description

Enter a brief description of this task. This field is required.

Duration

Enter the total number of hours the task will take to complete.

Dependent Task

Select the task that must be completed before this task can be started, for work orders associated with more than one task.

Status

Select the user-defined status for this task based on the statuses in the list. The work order task status values are user defined and correspond to system-defined internal statuses. The values that display in this list are determined by the allowable status transitions that are set up when you set up the work order task statues. Workflow approval also affects the statuses that you can choose from. For example, if workflow approval is required (based on the business unit, work order type, or shop setup), then only the Open, Canceled and On Hold statuses are available until the work order task is approved. Tables that define the behavior of each status are defined in the Setting Up Service Request and Work Order Statuses chapter.

See Setting Up Statuses for Service Requests and Work Orders.

See Understanding Work Order Execution and Processing.

As of mm/dd/yyyy

Click this link to access the Task Status History page, which lists the changes in status for this task as of the date specified in this link.

Overlap % (overlap percentage)

Enter the percentage that this task overlaps with the dependent task. You can load this information into Microsoft Project.

See Scheduling a Work Order.

Additional Task Information

The Additional Task Information group box contains these fields:

Work Location	Select the location where this work order task will be performed. If a default value displays in this field, it is based on a rule that specifies whether to derive this default value from the asset, the shop, or another location. If the latter is selected, then this field is blank.
Supervisor	Select the employee ID and name of the supervisor assigned to this task. The name of the supervisor appears as a link on the page. When you click this link, the Personal Data page for the selected supervisor displays, which contains the individual's contact information.
Project Activity ID	Select an activity if this work order is associated with a Project Costing-managed project. A default activity ID value automatically displays when the work order is saved if this work order is associated with a work order-managed project.
Set Accounts	Click this link to access the Work Order Task Accounting page.
Scheduler	Select the scheduler code. The name of the selected scheduler appears on the page as a link. When you click this link, the Scheduler's Information page displays information about the scheduler, such as the scheduler's employee ID and shift. Schedulers are set up in the shop based on a scheduler code instead of an employee ID. Schedulers in many shops move from one role to another. By setting up a scheduler by a scheduler code in the shop, you only have to change the employee associated with a scheduler code, rather than having to change the employee ID for the scheduler in every work order task.
Contact	Select the user ID of the person to contact concerning this work order. The name of the contact appears as a link on the page. When you click this link, the Personal Data page displays with additional information about the selected contact.

Task Asset Information

If you identify an asset in the work order header, it can apply to all the work order tasks. However, you can also identify different assets for each work order task. To use more than one asset in a work order, you must select the Multiple Assets Per Work Order option in the work order business unit. If you do not select this option, the asset fields for a task are not available for selection and the tasks use the asset selected in the work order header.

Note. The principles of selecting an asset for a task are the same as selecting an asset in the work order header.

AM Bus Unit (Asset Management business unit)	The default value is derived from the User Preferences, Maintenance Management page.
Asset Location	Select the current location of the selected asset. Important! When you enter the asset business unit and ID, the default location is derived from the asset repository. However, you can change the location to indicate that the asset is currently in a different location. For this reason the location is not validated against the asset when the work order is saved.
Asset Action	Select one of these actions to affect this task's asset: Note. This option only appears on the page if the work order type if for capital work orders and is used primarily for the retirement and removal of assets and component changeouts. Install No Change Remove Retire Note. You must select No Change for non-financial assets. All other values involve the installation, removal, or retirement of a financial asset.
Parent Component	Displays the parent component of this asset, if it is part of another component. If the selected asset for this task is part of a component that consists of two or more assets, such as a truck's engine and all of the parts (assets) that compose the engine (parent component).
Work Order History	Click this link to access the Work Order History page for this asset. This page lists the work orders and tasks that are associated with this asset, along with the start and end dates and when they were completed and closed.
Asset Maint. History asset maintenance history	Click this link to access the Review Maintenance History component in Asset Management.
Asset Calendar	Click this link to access the Asset Monthly Schedule for this asset. You can drill down to the daily schedule and add task details. This schedule indicates when the asset is available for maintenance or repair.
	Click this button to access the Asset Warranties page in Asset Management and view any warranties associated with this asset.
Warranty Claim	Click this link to access the Task Cost Recovery page, which enables you to create a warranty claim.

Problem, Cause, and Resolution Data

You can optionally associate a problem group, problem, cause, and resolution with a work order task. Specifying these values enable you to search for a work order job or task template, which already has requirements defined for this type of problem. In addition, specifying these values enables you to categorize this task in order to later search for this task or other work orders and tasks associated with the PCR data specified for this task.

Problem Group, Problem, Cause, andResolution

Select a problem group that applies to the work being performed by this task. Then select a problem, cause, and resolution that are appropriate for this task based on your diagnosis of the situation. To perform a search based on PCR data, you must specify, at a minimum, the Problem Group, Problem, and Cause. You can then select from templates associated with resolution codes that match this criteria. In addition, by entering PCR criteria, you restrict your search to only those templates that are associated with resolution codes. If you select Include Non-Asset Templateson the Task Template Search page when you click either the Job or the Task Templates link, then Non-Asset Templates are included in the search for resolutions.

See Understanding Work Order Templates, Understanding PCR Setup and Tracking.

Resource Requirement and Associated Task Data Links

Click the Labor, Inventory, Purchase/On-Hand, and Tools links to set up resource requirements for a work order task. This is described in detail in the Defining Work Order Task Requirements chapter.

See Defining Resource Requirements for a Work Order Task.

Labor	Click this link to access the Labor Requirements grid.
Inventory	Click this link to access the Inventory Requirements grid. Note. This link does not display if you have not installed PeopleSoft Inventory.
Purchase/On Hand	Click this link to access the Purchase/On Hand Requirements grid.
Tools	Click this link to access the Tool Requirements grid.
Instructions	Click this link to display a Task Instructions group box. Enter the step number for the instruction, then enter the instruction, and click the plus sign in the upper right corner to add another instruction. You can add as many instructions as you want. Click the minus sign in the upper right corner to delete an instruction.
Checklist	Click this link to display a Checklist group box. This checklist is for tasks that should be done either before a work order task is started, or after a work order task is completed. Step Enter the step number for this checklist item. Type Select whether this step is performed before the task begins or after the task is completed. Before task After task Required Select this check box if this is a required step. Leave it blank if the step is optional. For those marked as Required, the technician must mark the item as complete and the system stamps the date and time next to the checklist item along with the technician's name. Additionally, for Before Task checklist steps, the technician must mark it as complete before the work order task status can advance to or past a system internal status of work in process. For After Task checklist required steps, the technician must mark them as complete before the work order task can be set to a system internal status of complete. Note. Use the plus and minus buttons to add or delete steps.
Attachments	Click this link to access attachments that pertain to the work order task, such as drawings, schemas, and more.
Task Templates	Click this link to access the Task Template Search page. This search page has the same fields as the Job Template Search page. When you select a task template, the requirements are copied into a work order task along with other task information.
Supplemental Data	Click this link to access supplemental data set up for this task.
Notes	Click this link to add notes to the work order. You can send notes to the scheduler.

Setting Up Work Order Task Accounting

Click the Set Accounts link on the Requirements page to access the Work Order Task Accounting page.

Asset Information

AM Business Unit Asset Management business unit	The default value is derived from the business unit set up in the User Preferences, Maintenance Management page.
Asset ID	This value only displays if you select an asset for the work order task. If you select an asset in the work order header, the asset does not display.
Filter ID	Select the an express asset filter ID. These filters are set up in the Set Up Financials/ Supply Chain, Product Related, Project Costing, General Options, Express Asset Filter Criteria. Filters specify in Project Costing which transaction costs are allowed to make up the cost basis of the asset. The delivered sample data filters are “Filter 1” and “Filter 2”. Filter 1 identifies that Material and Labor actuals should be considered for capitalization, and Filter 2 identifies that only Labor actuals should be considered. See Filtering Asset Transactions for Express Capitalization.
Currency	The currency value is derived from the primary book of the Asset Management business unit.
Capitalization Minimum	Enter the minimum cost for maintaining or repairing the asset associated with this work order task that must be reached before the costs are capitalized by Project Costing.

Project

PC Bus Unit	This default value comes from the Project Costing business unit set up in the work order business unit's Integration page.
Project and Activity	These values are based on the project and activity associated with the work order and work order task.
Rate Set	Select a rate set, which is set up in Project Costing. The default value in this field is set up on the work order business unit's Integration page. Rate sets work in conjunction with chargeback to a calculate premium or discount to chargeback based on work performed.
Generate Chargeback	Select this check box to enable Project Costing to calculate chargeback amounts for this work order task based on the selected rate set. When you select this check box, the following field display for you to enter the accounting information necessary to complete the chargeback in Project Costing. Note. You must complete the following fields if you want chargeback processing to occur in Project Costing for this work order task.
GL Business Unit	Select the GL Business Unit to associate with this chargeback. This field on appears if you select the Generate Chargeback check box.
Department	Select a department to which these work order task costs should apply depending on your organization's setup.
Fund Code	Select a fund code to which these work order task costs should apply depending on your organization's setup.
Activity	Select the project activity to which these work order task costs should apply.
Product	Select the product to which these work order task costs should apply, if applicable.

Using the Work Order - Miscellaneous Page

This section describes how to use the Work Order - Miscellaneous page.

Page Used to Use the Work Order - Miscellaneous Page

Page Name	Object Name	Navigation	Usage
Work Order - Miscellaneous	WM_WO_DETAIL	Maintenance Management, Work Order Management, Work Order Select the Miscellaneous tab.	Review work order header information and enter additional information.

Page Name

Object Name

Navigation

Usage

Work Order - Miscellaneous

WM_WO_DETAIL

Maintenance Management, Work Order Management, Work Order

Select the Miscellaneous tab.

Review work order header information and enter additional information.

Using the Work Order - Miscellaneous Page

Access the Work Order - Miscellaneous page.

Most of the information in the top half of this page comes from the work order header. However, you can enter a description and select or override the supervisor, scheduler, and contact in this page.

Project	Override the default project, if necessary. The default project ID is derived from calculations based on the setup of the Associate Projects component and the Project Default Order set up in the work order business unit. Note. If this is a Project Costing-managed project, the Project ID of the project from which you created the work order displays in this field.
Maintenance Type	Select the type of asset maintenance that applies to the work order. Important! If you selected assets for each work order task, you must select the Maintenance Type to enable the Work Order Close batch process to close the task.
Standing Work Order	Select this check box if you want this work order to be a standing work order. Standing work orders do not automatically close upon completion of the last open task. Clear this check box to enable a standing work order to close.
Parent Work Order	Select another work order as the parent of this work order, if you want this work order to be the child of another work order.
Don't ask about date changes	Select this check box if you do not want the system to issue a message asking you if you want to override corresponding dates on lower levels when you change a required date in the work order header or task and a schedule date in the task. Selecting this check box enables you to proceed with changes to the above dates without the message displaying.
Originating Work Order	Select the work order that this work order originated from. For example, if a work order is closed and there is still work pending, you can create a new work order and indicate that it originated from the closed work order.
Child Work Orders	If one or more work orders indicate that they are children of this work order, then these child work orders are listed here in this grid.

Work Order	If the selected business unit indicates auto-numbering, then the system assigns the NEXT number after the last Work Order ID created. If auto-numbering is not selected for the business unit, you can enter a number manually.
Created On and Created By	Once a new work order is saved, these fields display the date and time that the work order was created and the name of the individual who created the work order.
Required Start and End	Select the date that you want this work order to start and end.
Status	Identifies the overall work order status. The work order status reflects the most outstanding status of the work order task statuses. You cannot directly change this work order header status.
As of mm/dd/yyyy (as of month/day/year)	Click this link to access the Work Order Status History page, which describes the status of the work order, the date it was updated, and the name of the person who updated it.
Duration	Enter the number of hours needed to complete the entire work order. This field is informational only. However, the value entered in this field can be exported to Microsoft Project.
Work Order Type	Select a user-defined value for the type of work order you are creating. Typical work order types could be: CORR (corrective maintenance), Capital (capital), and PM (preventive maintenance). Note. A default value, which you can override, displays in this field based on the value entered in the Work Order Type field on the Work Order - Add a New Value page. This is a required field.
Service Request Unit	Click to select a service request business unit to enable you to associate a service request with this work order. This field may already contain a value if: This work order was created from a service request. The business unit value from that service request displays here. The service request was created from an application, such as a help desk application, that is external to Maintenance Management. This information is display-only.
Priority	Select the level of urgency for this work order. Note. A default value, which you can override, displays in this field if you selected the Priority option on the Work Order - Add a New Value page.
Service Request Unit	Select a service request business unit to associate with the service request. If the work order was created from a service request, then this value and the service request ID is derived from the service request.
Service Request and By	Select or enter a service request number. The By field contains the name of the person entered in the Requested By field in the service request. This could be the name of the agent or the original requester, depending how this information was set up in the service request. This person is automatically notified when a work order is completed or cancelled.
Shop	Displays the default value from the value entered on the Work Order - Add a New Work Order page. This is the tentative shop. Note. You can override this field.
PM Schedule ID (preventive maintenance schedule ID)	Identifies the preventive maintenance schedule, which was used to generate this preventive maintenance work order. If this is not a preventive maintenance work order, this field does not display.
Approval Status	If the work order business unit, shop definition, or work order type indicated that this is a preapproved work order, the defaulting approval status is Approved. However, if the work order business unit, shop definition, or work order type indicated that this work order must be approved, then the value in this field is determined by the current status of the approval process, which includes: Initial. Pending Approval. Approved. Denied. Canceled. Note. If work order header status is canceled, work order approval is not invoked.
Approval History	Click this link, which displays after you run the Approval process for this work order, to access the Work Order Approval page, which displays the steps in the approval process.
Attachments	Click this link to access the Work Order Attachments page.
Supplemental Data	Click this link to access the supplemental data that you set up for this type of work order. The contents that display in this page are entirely dependent on how you set up the supplemental data. You set up supplemental data to extend the information stored for an object without modifying that object's base record (table). Objects, include records, pages, and components, which must be specifically configured to accept supplemental data.
Notes	Click this link to access the Work Order Notes page.

Description	Enter a brief description of each attachment.
	Click this icon to enable you to search for an attachment such as a drawing, diagram, or other type of document that is needed for the construction, service, or repair of the selected asset.

Task Number	The system generates this number.
Duplicate this Task	Select the check box and then click the plus sign in the upper right corner of the Work Order Tasks group box to create a copy of this task. Note. You can also just click the plus sign in the upper right corner of the Work Order Tasks group box to insert another blank task. You can create as many tasks as needed using this method. You can also click the minus sign in the upper right corner of the Work Order Tasks group box to delete a task.
Sequence	Enter the number that represents the numerical order within the work order in which to complete this task.
Required Start and Required End	Select the start and end dates and times. The default start and end date values are derived from the work order header. You can override this information.
Task Description	Enter a brief description of this task. This field is required.
Duration	Enter the total number of hours the task will take to complete.
Dependent Task	Select the task that must be completed before this task can be started, for work orders associated with more than one task.
Status	Select the user-defined status for this task based on the statuses in the list. The work order task status values are user defined and correspond to system-defined internal statuses. The values that display in this list are determined by the allowable status transitions that are set up when you set up the work order task statues. Workflow approval also affects the statuses that you can choose from. For example, if workflow approval is required (based on the business unit, work order type, or shop setup), then only the Open, Canceled and On Hold statuses are available until the work order task is approved. Tables that define the behavior of each status are defined in the Setting Up Service Request and Work Order Statuses chapter. See Setting Up Statuses for Service Requests and Work Orders. See Understanding Work Order Execution and Processing.
As of mm/dd/yyyy	Click this link to access the Task Status History page, which lists the changes in status for this task as of the date specified in this link.
Overlap % (overlap percentage)	Enter the percentage that this task overlaps with the dependent task. You can load this information into Microsoft Project.