Configure Work Order Types

Define Work Order (WO) types to ensure every work request is correctly categorized and processed. Specifying three key characteristics: the Request Type, the Service Type, and the Technical Object Type.

Prepare required components

Before you create a WO type, ensure that the following components already exist. If they don't, you need to create and define them.

• Request type: Define the categories of demand (for example, ordinary maintenance, emergency, customer requests).

  • See Create a Request Type.

• Service type: Define the activities to perform (for example, inspection, cleaning, or new activation).

  • See Create a Service Type.

• Technical Object type: Define the categories of assets where work takes place.

  • See Create a Technical Object Type.

Create a WO type

After the components are available, you combine them to define a unique WO type.

See Create a Work Order Type.