Create work order operation types

Audience: Dispatchers and administrators

To ensure interventions are consistently classified, work order (WO) operation types define the precise resource and center needed to create a new WO operation and execute a task. Then the scheduling engine matches the correct operational environment with the appropriate personnel for every work cycle.

Prerequisites

Before you start, ensure that you have all of these components to define your new work order type:

• Operation type.

  • See Create operation types.

• Resource type.

  • See Create resource types.

• Work center type.

  • See Create work center types.

Follow the UI path

All following instructions start from this system path:

Configuration > Core > Work Order Management > WO Operation Types

Add work order operation types

To define a new WO operation with specific resources and centers:

1. On the Work order operation type page, click + New.

2. In the Work order operation type window, select an option from each dropdown:

   • Operation type

   • Resource type

   • Work center type

3. Click Save.

Edit a work order operation type

To modify which resources and centers are needed:

1. In the Work order operation types table, find the desired WO operation.

2. Click the WO operation type’s Three dots menu.

3. Select Edit.

4. In the Work order operation type window, edit the information as needed.

5. Click Save.

What’s next

• To import a large amount of operation types, resource types, work center types, and WO operation types see Mass import work order type data.

• See Compare work order types and operation types.