You can create a work order in Work Management in four ways:
In the To Do column;
From another work order, as a related order;
From a request;
From a preventive maintenance event.
Create a work order
To create a work order in Work Management, follow these steps:
In the To Do column, click on the + button (Add Work Order);
Fill in the work order details;
Click on Save.
To cancel the creation, close the screen without saving. The changes are discarded.
When you save, Work Management is updated and the new work order appears in the corresponding column. The work order screen remains open, so you can immediately apply other operations.
Create a related work order
To create a work order related to another one from the Work Hub, follow these steps:
Select the work order from which you want to create the new order;
On the work order card, in the three dots menu, select Create Related WO;
On the creation screen, fill in the work order details;
Click on Save.
Convert a request into a work order
Only requests with no associated work order and in a state other than Final or Canceled appear in the Upcoming column for conversion.
To convert a request into a work order, follow these steps:
Select the request you want to convert;
In the upper right corner of the request card, in the three dots menu, select one of the options:
Create Associated WO: a work order associated with the request is created;
Associate with Existing WO: the request is associated with an existing work order;
Click on Save.
Convert a preventive maintenance event into a work order
Only events with no associated work order appear in the Upcoming column for conversion. To convert an event into a work order, follow these steps:
Select the event you want to convert;
In the upper right corner of the event card, in the three dots menu, select Create Work Order;
On the creation screen, fill in the work order details;
Click on Save.