Fault Management

Create and manage Failure Registrations on Work Orders

Introduction

Failure Registrations describe Faults detected on the Asset you are working on by defining the Problem, the Reason for the Problem, and the Action taken to solve the problem.

Prerequisite

Setup for Failure Reporting has been completed.

Audience
Maintenance Manager, Technician

Create Failure Registrations on a Work Order

You can create Failure registrations on a Work Order.

  • If the Asset selected on the Work Order has an Asset Category that includes Failure Codes, you can only select those Failure Codes.
  • If the Asset has an Asset Category with no Failure Codes, you can select all combinations of Problem Codes, Reason Codes and Action Codes when you create a Failure Registration.

Refer to Work on a Work Order to learn how to work with a Work Order and complete the maintenance job.

Follow this procedure to make Failure Registrations on a Work Order:

  1. On the Work Order, select Related > Failure Codes.
  2. In the Work Order Failures list, select a Problem Code.
  3. Select a Reason Code to describe the cause of the failure.
  4. Select an Action Code to explain how the problem was solved.
  5. Repeat steps 2-4 if you want to create more Failure Registrations.
  6. Close the Work Order Failures list to return to the Work Order.

Work Order with list of Failure Registrations

View Posted Work Order Failures

When a Work Order has been posted, you can see Posted Work Order Failures in a list.

If you want to see a list of all Work Order Failure Registrations:

  1. Select "Alt+Q" on your keyboard to open the search field.
  2. Enter "posted fail" in the search field.
  3. Select Posted Work Order Failures. All Failure Registrations on all posted Work Orders are shown in the list.

If you want to see Posted Work Order Failures on a selected Work Order:

  1. On your role center, open the Posted Work Orders list.
  2. Select a Work Order in the list.
  3. On the Posted Work Order Card, select Related > Failure Codes.

If you want to see Posted Work Order Failures on a selected Asset:

  1. On your Role Center, open an Assets list.
  2. Select an Asset in the list.
  3. On the Asset Card, select Related > Failure Codes.

Failures by Assets Report

You can create Failures by Assets Reports to get an overview of Assets and related Failure registrations.

Refer to the test case below for step-by-step instructions on how to create a Failures by Assets Report as an Excel file.

Refer to the article Consumption Report on Work Orders for descriptions about how to work with standard report setup, such as

  • selecting the Send to... button to create a specific output type, for example, PDF or Excel
  • what to use the "Schedule" output type for
  • how to delete a report schedule that is no longer required
  • a test case describing how to set up a report schedule

The screenshots below show the setup of a report and the Excel file generated from that setup. In the example, the report includes Assets No. 000001 to 000015.

Report dialog regarding Failures by Assets
Report generated from the report dialog, showing selected Assets with Failure Registrations

Create a Failures by Assets Report - Excel File

Data Requirements

  1. At least one Asset with one or more Failure registrations exists.

Steps 5

  1. On your role center, select Reports > Work Orders > Failures by Assets, or search for and select Failures by Assets.

    The Failures by Assets dialog opens.

  2. Leave the Asset No. field blank to generate a report for all Assets with Failure Registrations.

    Optional: You can select specific Assets to be included in the report.

  3. Select the Send to... button.

  4. In the Choose file type pop-up, select "Microsoft Excel Document".

  5. Select OK. The Excel file is downloaded on your device.

Expected

The user can create a report showing Assets with Failure Registrations.

Note: If required, you can use filters to generate reports for specific Reason Codes, Problem Codes, Action Codes, Posted Work Orders, and more.

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