Enter Complementary Information on Work Order

Explanation

This activity is used to enter complementary information on a work order, i.e., item class, work type and priority. The work order can inherit an item class from the equipment object, part or object type, or an item class can be manually entered or edited on a work order if necessary. Standard jobs can be added from the item class to the work order depending on the symptom that is connected to the work order.

If the work order originates from a service contract for which a valid service level agreement (SLA) is defined, this SLA is connected automatically to the work order. The SLA is used to calculate the SLA requested start and requested finish for the work order. These dates refer to the latest time the work order can be started and finished without missing its SLA (i.e., agreement with the customer). The SLA requested start is calculated by adding the SLA response time, depending on work order priority or equipment object criticality or combination of priority and criticality, on the service contract to the registration date of the work order. The SLA requested finish is calculated by adding the SLA resolution time, depending on work order priority or equipment object criticality or combination of priority and criticality, on the service contract to the registration date of the work order.

Prerequisites

System Effects

Window

Prepare Work Order
Work Order Execution Logic

Related Window Descriptions

Prepare Work Order
Work Order Execution Logic
Work Order Execution Logic/General

Procedure

  1. Open the Prepare Work Order window
  2. Query for the work order.
  3. In the General tab, enter a value in the Item Class field. Use the List of Values to select a suitable value.
  4. Enter a value in the Work Type field. Use the List of Values to select a suitable value. 
  5. Enter a value in Priority field. Use the List of Values to select a suitable value.
  6. Save the information.

Fetch SLA to the work order

  1. Open the Prepare Work Order window
  2. Query for the work order created for the equipment object registered in the service contract. 
  3. Enter a value in the Work Type field, which matches the one in the service contract. Use the List of Values to select a suitable value. 
  4. Enter a value in Priority field, which matches the one in the service contract. Use the List of Values to select a suitable value.
  5. Save the information, SLA get fetched to the work order