Add to Work Order
Add a maintenance request to an existing work order, allowing related tasks to be managed under a single work order.
Introduction
As a Maintenance clerk, you may sometimes need to add maintenance requests to an existing work order rather than creating a new one. The Add to work order feature allows you to link a maintenance request to a work order in the appropriate lifecycle state, making it easier to avoid duplication and manage related tasks within a single work order.
- Prerequisites
Before adding a request to a work order, make sure that:
- The maintenance request does not already have a work order assigned.
- The maintenance request has an active asset.
- The maintenance request lifecycle state allows creating work orders.
- The target work order is in a lifecycle state where adding lines is permitted.
Add Maintenance Request to Work Order
The Add to work order feature for maintenance requests works in a similar way as creating work order from a maintenance request. Here instead of creating a new work order, it adds a new line to an existing work order.
To add a maintenance request to a work order:
- Go to Asset management > Maintenance requests > All maintenance requests.
- Select the required maintenance request and from the top menu go to Maintenance request > Maintain, and click on Add to work order (see screenshot 01).
- In the Add to work order dialog (see screenshot 02), under the Work order section, select the Work order from the lookup. If you select a work order in a lifecycle state that does not allow adding new jobs, an error will be shown. The work order lookup provides two tabs (see screenshot 03):
- Functional location work orders: Shows work orders with the same functional location as the maintenance request, or any higher-level functional locations in the hierarchy.
- All work orders: Shows all applicable work orders across all functional locations.
- The Lifecycle state and Functional location fields are taken from the work order and auto-populated.
- Under the Asset section, specify/ select details such as Maintenance job type, Maintenance job type variant, and Trade.
- After selecting the work order and filling in the required fields, click OK.
- A new maintenance job will be added to the selected work order, which will be linked directly to the original maintenance request.
01: Navigation to 'Add to work order' dialog.
02: 'Add to work order' dialog.
03: 'Add to work order' dialog with Work order drop-down and lookup tab options 'Functional location work orders' and 'All work orders'.'