Work Order Type

Active Work Order Types

You can define whether or not work order types are active.

Setup

To make the 'Active work order types' functionality enabled, a few things must be done beforehand:

1. License - Make sure that the following licenses are imported to your environment:
   1. Advanced Asset Management (DynAAM)
2. Configuration keys - Enable the following:
   1. Advanced Asset Management (DynAAM)
3. Features - Enable the following:
   1. Dynaway - Active work order types
4. Security Roles - To provide users with a more granular level of access control, assign the following to F&O system users:
   1. View permission: Maintenance clerk.
   2. Managing permission: Maintenance manager.

Define active work orders

To start using the 'Active work order types' functionality, navigate to Asset management > Setup > Work orders > Work order types where you can see the form shown in screenshot 01 below. Here, you can see that the 'Status > Active' checkbox is visible.

By default, upon enabling the feature, if none of the existing work order types are set to 'Active = Yes', all the work order types will be active. Otherwise, only work order types that are referenced by setup records in the following places will be enabled automatically:

• Maintenance request type.
• Maintenance plan line.
• Maintenance round header.
• Asset service level.
• Work order project setup (parent project and project group).
• Scheduled execution.

When changing the work order types in the places in question, the new work order type provided must be set to 'Active = Yes'. Similarly, when deactivating a work order type, it can't be referenced by the setup records.

Generally, assuming this feature is activated, and when selecting a work order type, only active work order types will be displayed in the lookup dropdown grid.

01.

Map Maintenance Job Type Categories

You can relate maintenance job type categories to work order types.

Traditionally, maintenance job types are mapped to asset types, but by further relating them to work order types, it's easier to select the relevant job type categories and job types and it improves the quality of the entered data.

Maintenance job type must be applicable for both work order type and asset type, as asset type is still taken into consideration. It impacts the lookup of maintenance job type categories and maintenance job types when set up.

This functionality makes it easier to select the right job type when creating: work orders, related work orders, work orders from requests, and work orders from tool crib. It's also used when creating work orders in the Mobile client. This only affects the lookup values shown.

1. Go to Asset management > Setup > Work orders > Work order type.
2. In the 'Maintenance job type categories' fast tab, click 'New' and select a Maintenance job type category. See screenshot 01.

Note, if relations are not set up between maintenance job type categories and work order types, the lookups work as standard.

01.