Creating Work Orders

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

Complete the following steps to create a work order:

  1. L og in to the ONE system.

  2. 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.

    images/download/attachments/131840128/image-2023-7-25_8-1-42-version-1-modificationdate-1690290102000-api-v2.png


  3. 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.

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

    images/download/attachments/131840128/image-2023-7-25_8-3-35-version-1-modificationdate-1690290216000-api-v2.png

Tabs


The tabs vary according to the selected Work Order Type.

Instructions Tab:

  1. 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:

  1. Select the Manage & Assign tab.

    images/download/attachments/131840128/image-2023-7-24_21-45-40-version-1-modificationdate-1690227941000-api-v2.png

  2. 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

  1. Select the Dates tab.

    images/download/attachments/131840128/image-2023-7-24_21-47-41-version-1-modificationdate-1690228062000-api-v2.png

  2. 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:

  1. 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.

  2. Click Actions > Update.
    The Work Order screen displays with the Dates tab selected.

  3. Select the Scheduled Start Time and Scheduled Finish Time with the date and time tool.

  4. Click the Submit button.
    The state of the work order changes to New

  5. Click the Actions button. The following options are available:

    Actions Option

    Description

    Assign Work

    1. The work order is updated, and the Manage & Assign tab opens.

    2. 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.