Create work orders in FSM

Audience: Administrators and operations managers

To manually create a work order (WO), users can enter the date, operations, and flag if work is urgent.

External systems (ERP/CRM) and internal systems can generate WOs as well. Internal generation can come from repetitive rules (RAG/EAG), the mobile app in the field, or a dispatcher. The system can also automatically generate a WO if a work cycle is defined for the specific WO type.

Prerequisites

Before manually creating a WO, you must create WO components: 

• To create a work order type, see Configure work order types.

• To create a work order operation, see Configure work order operation types.

• To create a work cycle, see Create work cycles.

• To create an activity, see Create activities.

Follow the UI path

All following instructions start from this system path:

Features > Core > Work Order Management > New WO

Create work orders

To create a WO, provide WO and WO operations details:

1. On the Work order page, in the WO data section, provide:

   • Work interval from: Start date and time for scheduling the WO. 

     • Note: Defaults to system date.

   • Work interval to: End date and time for scheduling the WO.

2. Search for or enter a technical object.

3. If you want to assign an urgent flag, check the Urgent WO box and select an urgency type.

4. In the WO type section, select one of each:

   • Request type.

   • Service type.

   • Note: Technical object type auto-fills based on the object selected.

5. If needed, select a Parent WO.

6. Click the WO operations button.

7. In the Replace cycle section, click the Operations tab to check the work cycle association.

   • If a work cycle is defined for the WO type, the system automatically enters the operations.

   • If no work cycle is associated, you must enter the operations manually. See Manage operations.

   • Note: You can also replace operations if you already configured a work cycle for the WO type. See Replace a WO work cycle. 

8. In the Operations menu, click Ok.

9. Click Insert > Save.

Notes: 

• When you save, the order is created in “Open” status.

• For detailed context, rules, and constraints, see Reference: Reference: Work order terminology | Work order creation rules and behaviors.

Manage operations

If no work cycle is configured, you can add operations manually:

1. To add a new operation, select the + Add icon.

2. Define the operation:

   • Operation type

   • Resource type

   • Work center type

   • Resource time commitment (mins.)

   • Team cardinality

3. Click Insert > Save.

Note: When you save, the order is created in “Open” status.

Modify operations

To modify an operation:

1. In the Options menu, select one:

   • Associate materials

   • Associate tools

   • Add sheet

   • Unplanned intervention outcome

   • Unlock operation

   • Cancel operation

2. At the bottom-left, in the Operations menu, click Ok.

3. Click Insert > Save.

Note: When you save, the order is created in “Open” status.

What’s next

• To make WOs server-side to dispatch on mobile, see Create work orders on the server for mobile.

• To connect operations with the materials necessary to complete them, see Associate materials with operations.

• To ensure WO addresses are normalized, see Geocode work order addresses.

• To schedule a WO, see Make work orders schedulable.

• To only schedule WOs during available days, see Lock work order scheduling days.

• To change a WO work cycle, see Replace WO work cycles.