Work Order Page
Introduction
In this section, you will find details about the enhancements made to the Work order page, including work order attributes, maintenance job details, and project dates.
Attributes
You can use attributes on work orders to assign attribute types to work order types and work orders. You can also review and change values to attributes on work orders.
Pre-requisites
- License: Make sure that this license is imported to your environment:
- Advanced Asset Management (DynAAM).
- Feature: In 'Feature Management' workspace enable the following:
- Dynaway - Work order attributes
Attribute Types
Attribute types describe possible attributes that can be assigned. They can be found in Asset management > Setup > Attribute types. See screenshot 01.
In the Attributes types grid, you can see the name of the attribute type in the 'Attribute type' field and the unit and data type assigned to it (the 'Data type' field should be specified to prevent errors at further stages).
It also contains information about the number of functional location types, asset types and work order types using a given attribute.
Additionally, the Values button at the top of the form, enabled only for attribute types of data type string, provides an option to specify a set of predefined attribute values, which can be seen in screenshot 02.
Work Order Type Attributes
The attribute types can then be assigned to work order types as seen in screenshot 01.
When an attribute type is assigned to a work order type, all work orders of this type, which are still open, are also assigned attributes of this type. However, this does not work the other way around - if an attribute type is unassigned from a work order type, any current work orders of this type retain the attribute type.
If an attribute type is assigned to a work order type, it can't be deleted.
Work Order Attributes
You can review, change, and assign values to attributes on work orders themselves by going to the 'Advanced' menu and selecting the 'Attributes' form (see screenshot 01 and 02).
Additionally, it's possible to review all attributes assigned to all work orders by going to Asset management > Inquiries > Work orders > Work order attributes which opens the same form as above, but without filter on work orders. Note, you can personalize the form if you require additional information from work orders such as work order type, lifecycle state, scheduled start, etc.
Project Dates
The Expected start and Expected End date/time on work orders influence the related project schedules for work order maintenance jobs, as per standard Microsoft functionality. Now, the Actual start date and Actual end date are also automatically updated on the associated projects based on the corresponding work order maintenance jobs.
Note that the Actual end date on the project is only updated when the parameter Update actual end date on project is set to Yes.
To configure this setting,
- Go to Asset management > Setup > Asset management parameters > Work orders > General > Work order > Update actual end date on project
- Update the parameter value to Yes.
Activity Status
The status of the project activity is displayed on the work order details page. This is useful when you want to validate the status of the project and activity for a maintenance job.
To view the activity status of a project:
- Go to Asset management > Work orders > All work orders.
- From the list of work orders, select the work order to view the details.
- On the Work order details page, scroll down to the Line details FastTab (see screenshot 01).
- In the Project section, you can see the Activity status field (see screenshot 02).
References
In the line details of a work order page, you can easily access related information for the work order.
To view the references:
- Go to Asset management > Work orders > All work orders.
- From the list of work orders, select the work order to view the details.
- On the Work order details page, scroll down to the Line details FastTab (see screenshot 01).
- Click on the hyperlink corresponding to the Reference ID field (see screenshot 02).
- If the Reference ID is a maintenance request, it will take you to the maintenance request page corresponding to the selected reference ID. Similarly, if you have enabled the creation of work orders from projects, the reference type could also be Project. The hyperlink works for all reference types.
