Creating and executing a Work Order Group (WOG) gives you the possibility to create/edit work order plans for selected assets. You can consider WOG as a 'template' of the Work Order Plan for all assets in this group. Once released will create a (active) Work Order Plan for any asset in this group. These Work Order Plans can not be edited/controlled separately - everything must be done directly from the WOG card.
Setup
Before you start using WOG - you need to set up a Number Series for WOGs - the relevant field is available in the Asset Management Setup.
Work Order Group Card
At first glance, you can notice, that the card is similar to the Work Order Plan. This is because based on the WOG Work Order Plan(s) will be created. There is no field typical only for WOG - all fields are also in use on the Work Order Plan Card. It means that all values from the same fields will be transferred to the plan created from the group. There are some differences in FactBoxes, and one extra tab is added - Assets.
General
Here you can find some most important information about the WOG.
Skills - fields visible only when you are using skills in your maintenance area. Job No. - hidden by default Invalid Assets - information about invalid assets - explained in the part about Assets on the WOG
Assets
In this tab, you are defining what assets are in the group. This is also a place, where you can get some details about the assets and their plans and orders.
To add assets you can use:
Every asset in the group, you can:
The status of each asset is visible in the Assets tab.
From that place, you can also open all related records.
Frequencies
On the WOG you can use only these frequencies: One-off, Calendar, Measurement, and Counter. Frequencies work the same as they do on the regular Work Order Plan.
For calendar frequency, you can define individual starting/ending dates for each asset. Fields by default are hidden. Keep in mind that the frequency for such plan is correct, but the description on the line (on the plan) is still the same as it is shown on the group (even if the starting date for frequency on the Work Order Plan created from WOG is different).
Resources, Items, Expenses - the same areas that you can find on the Work Order Plan with small differences:
Additional Parameters and Asset Parameters - the same areas that you can find on the Work Order Plan but not all fields that are available on the WOP exists on the WOG, but role and functionality are the same
Creation of Work Order for Plan created from WOG
For now - to calculate WOP created from WOG you need to visit Work Order Planning Worksheet - there is a new field to filter specific WOG.
Invalid Asset
Sometimes something is blocking the creation of the Work Order Plan from the WOG. It might be lacking a counter category on the asset when the Counter-based frequency is on the WOG, or it might be a lack of needed skills and you are using an 'error' level of control skills.
If there is something that is blocking the creation of such a Work Order Plan - this error is collected and stored as information for this asset.
In our case, we created frequency for the Counter category that does not exist on the asset A000005. When we released a group (so Work Order Plans are created) the system recognized that 1 Work Order Plan was not released due to an error. The line on the Assets is exposed and we also see the information in the header that there is 1 invalid Asset.
By selecting 'Yes' in the Invalid field - you can open detailed information what was the issue that blocked the process.
Information about invalid assets you can also see on the WOG list, where group with invalid assets is marked as red.
Dimensions
You can add dimensions to the WOG document - later these dimensions will be added to the Work Order Plan created from this group.
Documents
You can add documents to the WOG document - later these documents will be added to the Work Order Plan created from this group.
Document added from the WOG can not be deleted on the Work Order Plan created from the group. You can always add more documents to the Work Order Plan that are specific only to this asset. These documents (added manually) can be also removed from the plan.
Other information
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