Creating and updating work orders on the quick entry form - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1
  1. Select Work > WO Quick Entry form.

  2. Specify the Organization for the work order, and then choose one of the following options:

    Options

    Description

    Create a new work order

    Specify a description of the work.

    Update or complete an existing work order

    Specify the Work Order to update or complete.

  3. Specify this information:

    Equipment - Specify the equipment on which the work will be performed.

    Status - Specify the status of the work order.

    Type - Specify the work order type.

    Location - Specify the location of the work to be completed.

    Class - Specify the class of the work order.

    Problem Code - Specify the code to identify the type of problem.

    Shift - Specify the shift during which the work is requested to be performed.

    Project-Budget - Specify the project and the project budget to associate with the work order.

    Department - Specify the department.

    Safety - Select if this work requires special safety precautions.

    Warranty - Select if the equipment is under manufacturer warranty.

    Print - Select to print the work order when work orders are batch printed.

    Standard WO - Specify the standard work order if it has been stored in the system library. The standard work order activities are copied to the current work order. If the standard work order is a template, child work orders are created as defined on the standard work order.

    Priority - Specify the priority of the work order.

    Cost Code - Specify the cost code of the work order.

    Failure Code - Specify the cause of failure for the equipment.

    Action Code - Specify the action taken to resolve the problem.

    Cause Code - Specify the cause code identifying the cause of the problem.

    Downtime Cost - Specify the cost that resulted from the equipment being out of operation due to failure.

    Downtime Hours - Specify the number of hours that the equipment was out of operation due to failure.

    Last Meter Reading is populated with the value of the last meter reading and the unit of measure of the reading in the adjacent field.

    • Trigger Event is populated which indicates the MS Project planning session is associated with the equipment on the work order.

      Reported By - Specify the employee requesting the work.

      Date Reported - Specify the date and time that the problem was reported.

      If the BOOKDATE installation parameter is set to ON, you are not allowed to book hours for labor for a date that is earlier than the Date Reported. If BOOKDATE is set to OFF, you can book hours without any date restrictions related to the Date Reported.

      Assigned By - Specify the supervisor who assigned the work order.

      Assigned To - Specify the person responsible for the work order.

      Sched. Start Date - Specify the starting date for the work order.

      Sched. End Date - Specify the date the work is scheduled to be complete.

      Req. Start Date - Specify the requested starting date for the work order.

      Req. End Date - Specify the requested ending date for the work order.

      Start Date - Specify the actual date on which the work order is started.

      Date Completed - Specify the actual date on which the work order is completed.

      Target Value - Specify the estimated maximum cost for the work order.

      Service Request - If populated, the value displayed for Service Request is a hyperlink to the service request associated with the work order. Click the number to view the associated service request.

  4. Click Save Record.

  5. Optionally, perform any of these actions:

    • Click Save and Create Another Work Order to save the work order and create a new work order.

    • Click Clear to clear the Work Order Header section.

    • Click Create Work Order to create a new work order.

    • You may also click Create Activity to add an activity.