NextGen FSM

Associate tools with work cycles

Audience: Administrators

Link generic tools to specific operations within a work cycle to create automatic associations between work orders (WOs) and tools. To ensure technicians have the necessary tools, these associations include equipment requirements in every new WO.

Prerequisites

Before you start:

  • To ensure tool codes, categories, and types are already configured in the system, see Classify tool master data.

  • Ensure the target work cycle has been built and is active.

UI path

All instructions start on this system path:

Configuration > Core > Work Order Management > Work Cycles

Associate generic tools with work cycles

Important: When a tool is associated with a work cycle, every future instance of that type of WO has that equipment requirement.

To build an automatic equipment requirement into a work cycle:

  1. To find a specific work cycle, on the Work cycles page, enter desired parameters.

  2. Click Search.

  3. In the Work cycle table, click the work cycle you want to configure.

  4. In the Work cycle structure list, find the operation type that needs equipment.

  5. On the left of that operation, click the Three dots menu > Associate equipment.

  6. In the Tools association window, drag and drop tools from the Available list to the Selected list.

  7. Click Save.

What’s next

To define the operation centers of the tools, see Configure inventory availability in operations centers.