Entering the reference documents for the work order

In this page, you can specify the work requests based on which the work order is created. Tell me more.

Select the “References” link from the bottom of the “Create Work Order” or the “Edit Work Order” page.

The “References” page appears.

The system displays the following fields:

WO	The work order for which reference documents have to be specified.
Date	The date on which the work order was created.
Desc.	The description of the work order.
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WO Status	The status of the work order.
WO On	The maintainable object on which the work order is created, which can be “Equipment” or “Location”.
Code	The identifier of the equipment or location on which the work order is raised.
	The description of the equipment or location is displayed alongside.
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Work Group	The work group that is responsible for carrying out the work order.
Total Est. Cost	The total estimated cost of the work order.

The system retrieves in the “Work Requests” multiline, the work request documents based on which the work order is raised. You can add more work request documents to the work order or delete the existing documents from it.

Enter the following fields in the multiline to add more work request documents to the work order:

Work Request	The work request based on which the work order is raised (Alphanumeric, 18). This field cannot be modified. Ensure that the work request has already been defined in the “Create Work Request” activity of the “Work Request” business component and is in the “Approved” status. Also ensure that the work request is unique to the multiline.
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	Press <Enter>. The system retrieves the “Description”, “Date” and “Time” fields in the multiline.

The system displays the following fields in the multiline:

Desc.	The description of the work request.
Date	The date on which the work request was created.
Time	The time at which the work request was created.

Check the box in the “Select” column of the multiline to remove the reference of the work request to the work order.
Click the Delete icon in the toolbar above the multiline to delete the selected work requests.

The system displays the following fields in the “Other References” multiline:

Doc. Type	The type of the document based on which the work order was created. The type can be “Maint. Plan”, “PM”, “Inspec. Order” and “Calib. Order”.
No.	The number of the reference document based on which the work order is raised.
Desc.	The description of the reference document.
Date	The date on which the reference document was created.
Time	The time at which the reference document was created.

Click the “Modify” pushbutton to update the details of the documents based on which the work order is raised.

The system displays the following fields in the “Record Statistics” group box.

Created By	The login ID of the user who created the work order.
Created Date	The date and time at which the work order was created.
Last Modified By	The login ID of the user who last modified the work order.
Last Modified Date	The date and time at which the work order was last modified.

Entering the reference documents for the work order – An overview

In this page, you can specify the work requests based on which the work order is created. You can also view the other reference documents based on which the work order was created. The other reference documents can be preventive maintenance schedule , an inspection order, work log, maintenance plan or a calibration order. For more details regarding the reference documents, refer to the topic, “Edit Work Order – A summary of the activity”. A single work order can refer to more than one reference document.

You can also delete a work request in this page so that it is not referred to in the work order..

Prerequisite

Create Work Request of the “Work Request” business component, if the document type is “Work Request”.

What you can do in this page

Specify the reference documents of the work order

You can specify work requests based on which the work order is created.

Enter the work request in the “Work Request” field in the “Work Requests” multiline.
Click the “Modify” pushbutton.

You can also view the other reference documents based on which the work order is created in the “Other References” multiline.