Work order management allows users to create and search for new work orders.

Complete the following steps to create a work order:

L og in to the ONE system.
Click Menus/Favs > Work Order Management > New Work Order.
In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
The New Work Order screen displays. The fields that appear vary based on the work order template selected. Click the arrow icon next to Standard Work Order Template to select a different work order template.

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field Name	Description
* Work Order Type	Select a work order type from the dropdown menu.
* Work Sub Type	Select a work order sub-type from the dropdown menu.
* Priority	Select a priority from the dropdown menu.
* Asset Category	Enter an asset category.
* Asset Type	Enter an asset type.
* Item	Enter an item.
Serial Number	Enter a serial number.
Work Site	Enter a work site.
Work Location	Enter a work location.

Click the settings icon to view and select additional fields for the work order.

Tabs

The tabs vary according to the selected Work Order Type.

Instructions Tab:

For some work order types, the Instructions tab appears by default. See the table below to find descriptions of the UI elements present under the Instructions tab.

Field Name	Description
Description	Enter a short description.
RMA Number	Enter an RMA number.
Instructions	Enter any instructions for the work order.
Problem Code	Click the pencil icon to select a problem code from the dropdown menu.
Problem Details	Enter any problem details.
Work Details	Enter any work details.
Attachments	Upload any attachments from your local computer.

Manage & Assign Tab:

Select the Manage & Assign tab.

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field Name	Description
Creating Organization	Begin typing and select the name of the organization creating the work order.
Managing Organization	Begin typing and select the name of the organization managing the work order.
Executing Organization	Begin typing and select the name of the organization executing the work order.
Assigned To User	Begin typing and select the user name to whom the work order is assigned in the organization.
Assigned To Role	Begin typing and select the user's role, like Asset Admin, Asset Manager, and so on, to whom the work order is assigned in the organization.
Parent Work Order	Begin typing and select the parent work order.
Parent Work Order Task	Begin typing and select parent work order task.

Dates Tab

Select the Dates tab.

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Creation Date	Select a creation date using the calendar and clock icons.
Scheduled Start Time	Select a scheduled start time using the calendar and clock icons.
Scheduled Finish Time	Select a scheduled finish time using the calendar and clock icons.
Requested Completion Date	Select a requested completion date using the calendar and clock icons.
Actual Start Time	Select an actual start time using the calendar and clock icons.
Actual End Time	Select an actual end time using the calendar and clock icons.
Scheduled Duration	Enter a scheduled duration in days, hours, and minutes.
Actual Duration	Enter an actual duration in days, hours, and minutes.
Planned Effort	Enter a planned effort in days, hours, and minutes.
Actual Effort	Enter an actual effort in days, hours, and minutes.

States of the Work Order:

Click the Create button at the bottom of the New Work Order screen.
A success message displays; the work order is created in the Draft state.
Click Actions > Update.
The Work Order screen displays with the Dates tab selected.
Select the Scheduled Start Time and Scheduled Finish Time with the date and time tool.
Click the Submit button.
The state of the work order changes to New

Click the Actions button. The following options are available:

Actions Option	Description
Assign Work	The work order is updated, and the Manage & Assign tab opens. Enter the required information and click Submit. The state of the work order changes to Assigned.
Receive Asset	The state of the work order changes t o Open.
Initiate Work	The state of the work order changes to Awaiting Inspection.
Start Inspection	The state of the work order changes to In Inspection.
Complete Inspection	The state of the order changes to Completed Insp ection.
Accept Work	The state of the order cha nges to Accepted.
Start Diagnosis	The state of the order changes to In Diagnosis.
Complete Diagnosis	The state of the order changes to Completed Diagnosis.
Start Planning	The state of the order changes to In Planning.
Complete Plan	The state of the order changes to Planned.
Approve	The state of the order changes to Approved.
Schedule Work	The state of the order changes to Scheduled.
Start Work	The state of the order changes to Completed.