Work Order screen - HxGN EAM - 12.0.0.2 - Feature Briefs - Hexagon

Tab

Action Items available

Notes/Exceptions

Record View

• View Equipment Custom Fields

• View Equipment Material Usage

• Event Log

• Create Standard WO

• Create Warranty Claim

• Unsigned WO Differences

• Book Labor

• Event Log

• Perform Linear Search

• Planned Part Availability

• Trace Route

The details of the first activity will only be available on the Activities tab.

The checklist icon appears if active checklists exist. This opens the Checklist form.

The Book Labor action item is a Digital Work only action item, to quickly Book Labor from the record view

Activity

• Add/Edit Comments

• View PM Activity Comments

• Create Warranty Claim

• Linear Location Details Checklist

• View Task Plan Instructions

• Import Activities

• Create Labor Requisition

• Reallocate Direct Materials

• Add Deferred Activities

• Defer Multiple Equipment Work Order

The checklist form is accessed by pressing the checklist icon. The checklist form has these action items:

• Create Follow-up WO/Create Deferred Maintenance

• View Comments (Task Instructions/Comments)

• View Documents (Task Documents)

• View Checklist Items comments

• View Checklist Item documents

• Checklist Approval: This opens the eSignature pop-up

Comments

Documents

Calibration

• Copy To As Left

Calibration

Book Labor

Parts

• Record Stockouts

• Select Substitute Part

• Create Parts Requisition

• Import Parts List

• Create Pick Ticket

Map

• Show Directions

• Update Location

• Show Nearby Users

This is a Digital Work only tab, and not available in base EAM.

Additional Costs

Schedule Labor

Plan Tools

Tools Usage

• Import Scheduled Tools

Closing Comments

This is a Digital Work only tab for entering the closing comments only. The work order can be closed on the Record View card.

Translations

Parts Associated

• Stock Info

• Substitutes

• Suppliers

• Manufacturers

• Where Used

eRecords

Account Details

Addresses

Related Work Order History

Inspections

• Inspection Comments

• Inspection Custom Fields

• Point Custom Fields

• Change Inspection Status

• Linear Location Details

Equipment

• Add WO Header Equipment

• Import Route Equipment

• Linear Location Details

Nonconformity Observations

• Import Nonconformities

• Add/Edit Comments

• Add/Edit Documents

• Update Status

Meter Readings

Workspace Moves

• Import Workspace Moves

Transactions

Service Requests

Schedule Tools

Resources

Plan Labor

• Create Labor Requisition

Book Vendor Hours

• Create Correction

Accomplishments

Survey Equipment

• Add Equipment

• Mark as Passed

• Mark as Failed

• Mark as Not Evaluated

• Clear Survey WO

• Clear Error(s)

The Add Equipment is not a multi-select lookup here, but a normal lookup.

Documents List

Related Work Orders

Related Meter Readings

Compatible Units

SR-Service Request Details

Children

Part Failures

Repair Parts

• Assign Repair Details

Repairs

• Add/Edit Comments

Qualifications

• Import Unlinked Qualifications

Purchasing

Nonconformities

• Import Nonconformities

• Add/Edit Comments

• Add/Edit Documents

• Update Status

Jobs

• Create Labor Requisition

• Create Warranty Claim

• Add/Edit Comments

• Create Labor Requisition

• View Job Plan Instructions

Equipment Replacement

• Replace

Monitored Data Results

Dispatch Labor

Safety

• Add/Edit Comments

• Add/Edit Documents

Permits

• Deactivate Permit

• Create PTW

• Add/Edit Comments

• Add/Edit Documents

Book Labor By Activity Chart