This menu uses assets in Maintenances List to create work order. Here's how:
1. Go to Settings --> Prefix Settings --> configure prefix for work order
2. In the Settings menu, select Remedy Type and create data for this setting.
3. Go to the Permission menu and grant employees permissions such as View, Create, Edit, Delete work order
4. Create asset maintenance in the Maintenances menu
5. Go to Work Orders menu --> select New Work Order to create work orders for the above asset maintenance.
The system displays the page as below, please fill in the information and save
- Number: Auto-generated work order number based on Prefix Settings.
- Asset Maintenance: Select the asset from the Fixed Maintenance Asset List.
- Work Description: Enter the description of the maintenance task.
- Required by Date: The date by which the work is expected to be completed.
- Reported Date: The date the issue was reported.
- Actual Start Date: The actual start date of the maintenance work.
- Actual End Date: The actual end date of the maintenance work.
- Work Type: Select one of the predefined work types:
- Breakdown
- Planned Corrective Maintenance
- Inspection
- Planned Maintenance
- Predictive Maintenance
- Projects
- Unplanned Corrective Maintenance
- Planned Improvement
- Work Status: Choose the current status of the work:
- Open
- Cancelled
- Closed
- Completed - Was Backlog
- Waiting for Approval
- Waiting for Parts
- Postponed
- Completed
- Backlog
- Closed-Was Backlog
- Work Priority: Select one of the priority levels:
- Priority 1 (P1) – Cannot be deferred, must be executed immediately.
- Priority 2 (P2) – Can be deferred but not more than twice its inspection interval.
- Priority 3 (P3) – Can be deferred but not more than three times its inspection interval.
- System Type: Select from predefined system types, such as: Anchoring System, Piping, PLEM Piping and Structure, etc.
- Reported By: Choose the employee who reported the issue.
- Failure Type: Select the failure reason from default options like: Abrasion, Accident, Blockage, Break, etc.
- Remedy Type: Select the type of remedy (predefined in Remedy Type Settings).
- Parent Location: Select the asset's or issue's location:
- SPM Offshore
- ABB Offshore
- ABBB SPM Onshore
- Oil Jetty
- W-Shop (default options)
After saving successfully, an email with the subject "Work Order Created" will be sent to Reported and Assigned.
Notes:
- If the person who created the work order is also the person selected in the "Reported by" field, the system will not send an email to Reported.
- Similarly, if the person who created the work order is also the person selected in the "Assigned to" field, the system will not send an email to Assigned.
In Assets Maintenances List, you can view a list of related work orders by clicking on 
The system will redirect to the work orders list and automatically filter out related work orders.
