Work order basics

Create work orders and related work orders

Introduction

Work orders describe the maintenance work to be carried out on your assets. A work order may contain one or more work order jobs.

Prerequisites

You have completed asset and work order setup for the Mobile Client in the Dynaway mobile app in D365FO.

Audience
Maintenance Manager, Technician

Overview

The main focus on the Mobile Client is work orders and assets. Work orders are the jobs that maintenance workers are working on to ensure that production equipment and other types of technical equipment and machinery are running continuously to avoid production downtime and broken equipment.

As a maintenance worker, you work with the Mobile Client on a mobile device (mobile phone or tablet). On the Mobile Client you can do the following in regard to work orders:

  • Get an overview of the work orders scheduled to you
  • Work on work orders, including view, edit, and create:
    • Notes
    • Checklists
    • Fault registrations
    • Maintenance downtime registrations
    • Item, hour, and expense registration
    • Attachments
    • Purchase requisitions
    • Work status and work order lifecycle state
    • Sign-off report
  • Create new work orders
  • Create your own lists for work orders

Before you can start working on the Mobile Client, you must first sign in. When you've signed in, you see the Mobile Client start screen.

  • Select Work on the start screen.
  • The Work order lists screen opens. This is the main screen for the Work orders module. If you're on another screen in the app, select the Work orders button in the bottom navigation bar to go to Work order lists.
  • Select 'Open main menu' if you want to sign out of the Mobile Client app, or if you want to return to the Mobile Client start screen (select the company logo in the upper-left corner). You can also select another module on this screen. Depending on the Mobile Client setup, more modules than the two mentioned here may be available to you.

Mobile Client start screen
Mobile Client start screen

Create a work order

You can create a new work order from the Work order lists screen, or from the screen that shows a work order list that you created.

  1. Select the 'More' button and Add work order.
  2. Select the 'Search' button. Refer to the section Search for assets regarding how to search for an asset that you want to create a work order for.
  3. On the Create work order screen, select Work order type, Job type, Variant, Trade, and Service level.

Note

The fields with an asterisk * are mandatory.

  1. Select Expected start and Expected end date and time.
  2. Enter a description of the job in the Description field or choose a default work order description in the Standard Description field. If there are default work order descriptions for the selected work order type, or any not related to a work order type, these will be available to select from a dropdown.
  3. Enter your notes in the Notes field.
  4. If you want to schedule the work order to yourself, ensure that the Schedule to me toggle button is activated (showing a dark blue color). Select the button if you want to deactivate it (showing a white color).
  5. Select Save. The work order is created, and it's added to the Downloaded work list on the Work order lists screen. If you've scheduled the work order to yourself, it is also added to the Work scheduled to me list.

Create a work order

Data Requirements

  1. The "Work order lists" screen is displayed or the user has selected an existing work order list.

Steps 18 expand

Expected

The new work order is created and displayed. A work order job is also created under the work order where the notes written is given to the job.

The work order is scheduled to a user which created it.

The new work order is added to Work scheduled to me, Downloaded work, All active work order lists and other lists where the work order satisfy the list options.

When you're working on a work order job, you can create a related work order from the Work order job screen. This may be useful if, for example, you want to work with primary and secondary work orders. A related work order is based on a work order job from an existing work order.

Note

You can only create a new, related work order if the work order lifecycle state on the work order you're creating it from allows it. Example: Work order lifecycle state "New" might be set up to allow you to create related work orders, but work order lifecycle states "Scheduled" and "In progress" might not allow you to create related work orders.

  1. On the Work order job screen, select the 'More' button and Add related work order.
  2. In the Asset section, information about asset and functional location is automatically inserted.
  3. On the Add related work order screen, select Work order type, Job type, Variant, Trade, and Service level.

Note

The fields with an asterisk * are mandatory.

  1. Select Expected start and Expected end date and time.
  2. Enter a description of the job in the Description field or choose a default work order description in the Standard Description field. If there are default work order descriptions for the selected work order type, or any not related to a work order type, these will be available to select from a dropdown.
  3. Enter your notes in the Notes field.
  4. If you want to schedule the work order to yourself, ensure that the Schedule to me toggle button is activated (showing a dark blue color). Select the button to deactivate it (showing a white color).
  5. Select Save. The related work order is created, and it's added to the Downloaded work list on the Work order lists screen. If you've scheduled the work order to yourself, it is also added to the Work scheduled to me list.

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