Create a Work Order in the Web Application

Overview

Before you start

Create a Work Order

To create a work order, follow these high-level steps.

Provide work order details.
Provide work order operations details.
…

For detailed context, rules, and constraints related to the parameters and settings mentioned in the following steps, see Work Order Details and Context.

Step 1: Provide work order details

Navigate to Features > Core > Work Order Management > New WO.
Provide WO time attributes.
1. Work Interval From: Start date and time for scheduling. Defaults to system date.
2. Work Interval To: End date and time for scheduling.
3. If specific appointment time intervals apply, select Appointment slot to provide this data.
Provide a Technical Object.
Select a Request Type and then select a Service Type.
Define the priority of the WO.
1. To assign an Urgent flag, select Urgent WO.
2. Select an Urgency Type.
(Optional) Select a Parent WO.

Step 2: Provide work order operations details

Select WO Operations.
In the Replace cycle, enter operations tab, 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.

Step 3: Manage operations

The WO Operation Sequence tab lists all operations that are automatically associated through the work cycle.

To add a new operation, select the Add icon.
Define the operation:
1. Operation Type
2. Resource Type
3. Work Center Type
4. Resource Time Commitment (min.)
5. Team Cardinality
Select Insert.
(Optional) Modify an operation. From the Options menu, you can select the following options:
- Associate materials
- Associate tools
- Add sheet
- Unplanned intervention outcome
- Unlock operation
- Cancel operation

Step 4:

Work Order Details and Context

WO Detail	Description
Time attributes	Maintenance activities: The work order interval typically amounts to a week or a month. Customer activities: The company must often comply with time constraints set by national laws governing sectors like water, gas, or electricity. These constraints are usually handled by the CRM system and forwarded to the FSM Platform. Customer appointments: For specific orders, the company provides the customer with a final appointment date that specifies the date and time interval for the technician's activity.
Technical Object	The object of the intervention can be either a customer or a facility, depending on the type of activity you are performing: Customer service activities: The object of the intervention is likely the Customer (a residential user or an industrial consumer). Maintenance activities: The object of the intervention is the Facility (related to corporate assets like networks or facilities). Data input process: Input the customer or facility data that the activity is addressed to. Select the Search icon (magnifying glass) to find the user or facility using a set of filters. When you select the customer or facility in the WO header window, the system automatically fills out related fields, such as the Technical Object Type.
WO Type	The WO type consists of the Technical Object Type, the Service Type, and the Request Type. This combination defines the WO header. The Facility Type originates from the assigned Facility. Each Facility or Customer is associated with a list of request yypes. The Request Type is in turn associated with a list of Service Types.
WO priority	The priority value you set for a WO is a key factor that the system considers during automatic scheduling. Urgent WO: This designation defines the order as an Emergency Order Type. Urgency Type: This field allows the system to manage specific urgency levels according to the WO. Note that urgency types can override the Urgency flag.
Unplanned intervention outcome	You can define a specific outcome for an intervention that has not yet been scheduled, provided that the operation is in schedulable status. This feature requires you to manually enter the technician in charge and the date and time of the intervention.
Associate materials	You can link required materials to a specific WO operation or modify materials that are already associated. Source of materials: Materials must be selected from the Materials Master Data. Approval requirement: Any material associated must be approved for the specific WO Type related to the work cycle. Material association process Select Associate Materials to view the list of associated materials. Search for the material to associate and select the material in the Materials List table. Specify the required Quantity.
Add sheet	Associate a data collection sheet template (DCS) with an operation. Multiple sheets: The same operation may be associated with many different DCS templates. Operator task: Upon accounting for the operation, the field operator is required to fill out all associated DCS forms.
Associate Sheet to Day	Link a WO operation to a DCS that relates to the working day, rather than the specific operation. DCS Status: The linked DCS must be in processed status. Reference: The DCS must be related to the reference OC for the WO. Binding: Unlike the standard operation DCS, this specific DCS is not bound by a WO operation; it refers to the general working day.
Agreement	View the associated agreement for the WO operation. The SO field within the operation type is used to distinguish between internal operations and external operations.