Create work orders on the server for mobile

Audience: Administrators and operations managers

Work orders (WOs) are created on the server, then dispatched to technicians. The WO changes status as it progresses from creation to closure. A WO’s status is often a result of the combined statuses of its individual operations.

Prerequisites

Before you start:

• To learn terminology about WOs and operation statuses, see Understand work order and operation status.

• To learn to create WOs, see Create work orders.

Navigate the initial planning phase

Determine if newly created WOs are ready for the field.

Validate WOs

To make a WO’s status schedulable and visible in the daily plan for dispatch:

1. Navigate to Features > Core > Work Order Management > Search WO.

2. In the Filters panel, go to the Status section.

3. In the WO status dropdown, select Open.

4. Click Search.

5. In the WO list, click the desired WO code.

6. At the bottom of the Work order page, Click the WO operations button.

7. Next to a specific operation, click Validate. 

Schedule WOs

To schedule and validate a WO on the daily plan, so technicians can perform them:

1. Navigate to Features > Core > Daily and Multi-day Plan > Daily Plan.

2. In the Filters panel, enter:

   • Operations center.

   • Date.

   • Any desired parameters.

3. Click Search.

4. In the right panel, click the Schedulable activities icon.

5. In the Scheduleable activities list, find the desired activity.

6. Click and drag the activity onto the resource’s Gantt chart row at a specific time. 

   • When the activity appears on the chart, its status upgrades to “Scheduled”.

7.  Validate the schedule.

Validate the schedule

To fix the status and queue the task for a mobile sync, either:

1. Navigate to Features > Core > Daily and Multi-day Plan > Daily Plan.

2. In the Filters panel, enter:

   • Operations center.

   • Date.

   • Any desired parameters.

3. Click Search.

4. On the left side of the Gantt chart, right-click a resource’s name.

5. Click Validate resource day.

Or:

1. In the top toolbar of the daily plan, click the Operations button.

2. Click Validate all resources.

What’s next

• To add a WO from the web application, see Create work orders in FSM.

• 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.