In this page, you can close more than one work order at the same time. Tell me more.
Select the “Close Work Order” link under the “EAM Work Order Generation” business component.
The “Close Work Order” page appears.
To search for a work order
Enter the following filter criteria in the “Search Criteria” group box to search for a work order. Data entry in the following fields is optional:
WO No. |
The work order for which the details are to be modified (Alphanumeric, 18). You can enter the work order in full or specify it partially. The system displays all the work orders that are similar to the work order entered here. Leave the field blank to retrieve all work orders. |
Desc. |
The textual description of the work order to be modified (Alphanumeric, 150). You can enter the description in full or specify it partially. The system displays all the work orders whose descriptions are similar to the description entered here. Leave the field blank to retrieve all work orders. |
WO Status |
Use the drop-down list box to specify the status of the work order to be closed. The system provides the options: “Completed”, “In progress”, “Scheduled”, “Deferred”, Interrupted” and “Approved”. Leave the field blank to retrieve all the work orders belonging to the above statuses for closing. |
WO On |
Use the drop-down list box to specify whether you wish to retrieve work orders that are created on equipment or on location. The system provides the options: “Equipment” and “Location”. Leave the field blank to retrieve work orders that are created either on equipment or on location. |
Code |
The equipment or location for which you wish to retrieve the work orders that are created (Alphanumeric, 30). You can enter the code in full or specify it partially. The system retrieves all work orders, created on equipment or location with codes similar to the code entered here. |
Work Group |
The work group which is responsible for carrying out the work order (Alphanumeric, 30). Enter the work group in full or specify it partially. The system retrieves all work orders that must be performed by similar work groups. |
Type |
Use the drop-down list box to select the type of the work order to be retrieved. The system lists all the types that are defined in the “Define Work Order Types” activity and are in the “Active” status. Leave the field blank to retrieve all work orders irrespective of their type. |
Category |
Use the drop-down list box to specify the category of the work order to be retrieved. The system lists all the categories that have been defined in the “Define Work order Categories” activity and are in the “Active” status. Leave the field blank to retrieve all work orders irrespective of the category to which it belongs. |
Priority |
Use the drop-down list box to retrieve work orders based on their priority. The system fills in all the priorities that have been defined in the “Define Priority“ activity of the “Maintenance Organization” business component. Leave the field blank to retrieve all the work orders, irrespective of the priority attached to them. |
Location |
The location of the equipment for which you wish to retrieve all the work orders that have been created (Alphanumeric, 30). You can enter the location in full or specify it partially. The system retrieves all the equipment whose locations are similar to the location entered here. Leave the field blank to retrieve work orders created in all locations. |
Planning Group |
The planning group of the work order (Alphanumeric, 30). You can enter the planning group in full or specify it partially. The system retrieves all work orders with the planning group specified here. |
Ref. Doc. Type |
Use the drop-down list box to select the type of document based on which the work order was created. The system provides the options: “Work Request”, “PM”, “Maint.Plan”, “Calib. Order”, “Inspec. Order” and “Work Log”. Leave the field blank to retrieve work orders created with reference to all the above document types. The system leaves the field blank, by default. |
Ref. Doc. No. |
The number of the document based on which the work order was created (Alphanumeric, 18). |
Enter the following fields to carry out a search based on the “WO Date” field:
From Date |
The date starting from which you wish to retrieve the work orders (Date Format). |
To Date |
The date until which you wish to retrieve the work orders (Date Format). Leave the field blank to retrieve all work orders that are created till the current date. |
Click the “Search” pushbutton to retrieve the search results.
The system fills in the “Search Results” multiline, details of work orders based on the filter criteria entered:
WO |
The work order retrieved by the system. |
Date |
The date on which the work order was created. |
Time |
The time at which the work order was created. |
Desc. |
The description of the work order. |
Enter the following field in the multiline:
Remarks |
Any additional information relevant to the closing of the work order (Alphanumeric, 255). |
The system fills in the following fields in the multiline:
WO Status |
The status of the work order, which can be “Completed”, “In progress”, “Scheduled”, “Deferred”, Interrupted” or “Approved. |
Work Flow Status |
The workflow status of the work order. |
Note: The field “Workflow Status” is visible only when “Workflow Parameter” is set as “Yes” in the “Company Parameter Setup” component for work order.
WO Status |
The status of the work order, which can be “Completed”, “In progress”, “Scheduled”, “Deferred”, Interrupted” or “Approved. |
WO On |
The maintainable object, for which the work order was created, which can be “Equipment” or “Location”. |
Code |
The equipment or location for which the work order was created. |
Type |
The type of the work order. |
Category |
The category to which the work order belongs. |
Priority |
The level of importance or priority attached to the work order. |
Click the hyperlinked work order in the multiline to record its actuals before closing.
Refer to the topic, “Reporting work order actuals” for more details.
Check the box in the “Select” column of the multiline to select the work orders to be closed.
Click the “Close WO” pushbutton to close the selected work orders.
The system checks for the following:
whether the number of each standard spare part utilized during the execution of the work order is equal to the difference between the actual quantity issued and the actual quantity that is returned. If there is a discrepancy, the system does not close the work order.
If a work order cannot be closed without returning the clearance permits that have been raised based on it, (this option can be set in the “Option Settings” activity of the “Clearance Permit system” business component) the system checks if clearance permits or clearance requests raised against the work order, exist in an “Approved” status. If so, the system does not allow closure of the work order.
If the above conditions are satisfied, the system closes the work orders. On closure, the system does the following:
It changes the status of the work order to “Closed”.
It records the details of the closure to work order history.
If the work order is raised with reference to any work request, the system closes the work request, provided that the “Auto close” option of the work request is set as “Yes” and that there are no other pending work orders open for the request. When the work request is closed, the system also records the details of the closure in the work request history.
If the work order is raised on equipment and if the option of updating the spare parts to the equipment is set as “Yes” in the “Options” activity, the system updates the spare parts list of the equipment with the spare parts that were used for it in the work order.
It unreserves the quantity of each resource that is specified in the work order, which was not issued till the current date.
It removes or unassigns the employee assignments, skill assignments and tool assignments so that they can be available for any future date.
It unallocates the parts that have been allocated for carrying out this work order
It updates the preventive maintenance schedule with the work order closing date.
the system calculates and records the estimated, scheduled and the actual costs of skills, tools, other resources and spare parts of the work order.
Select the “Attach Notes” link at the bottom of the page to specify notes details.
Click the “Return Work Order” pushbutton to return the selected work orders.
The status of the work order is updated to “Returned”.
Note: The pushbutton “Return Work Order” is visible only when “Workflow Parameter” is set as “Yes” in the “Company Parameter Setup” component for work order.
Closing work orders – An overview
In this page, you can close more than one work order at the same time. You can retrieve work orders for closure by carrying out a search based on the following fields:
the work order number and its description
the maintainable object which can be equipment or location, for which the work order has been created
the status of the work order
the identifier of the equipment or location
the type of the work order
the category to which the work order belongs
the location of the equipment for which the work order has been created
the priority that is assigned to the work order
the work group that is responsible for carrying out the work order
the reference document from which the work order has been raised
the date on which the work order has been created
The system retrieves the work orders that can be closed by you based on the filter criteria entered. You can then close the work orders and enter any remarks pertaining to the closure.
On closure the system performs the following:
Sets the status of the work order as “Closed” and posts an entry to the work order history.
Closes the work requests based on which the work order was raised, based on the option that has been set for automatically closing the work request.
Updates the spare parts list of the equipment with the actual spare parts that are utilized.
Unreserves the items that has been reserved for the work order.
Removes or unassigns the employee , skill and tool assignments that have been made for the work order.
Create WO
Approve WO if the work order is in the “Waitappr” status.