Approving work order

In this page, you can approve more than one work order at the same time. Tell me more.

Select the “Approve Work Order” link under the “EAM Work Order Generation” business component.

The “Approve Work Order” page appears.

To search for a work order

Enter the following filter criteria to search for a work order. Data entry in the following fields is optional:

WO No.	The work order to be approved (Alphanumeric, 18). You can enter the work order number in full or specify it partially. The system displays all the work orders that are similar to the work order number entered here. Leave the field blank to retrieve all work orders.
Desc.	The textual description of the work order to be approved (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.
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.
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.
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 planned by the planning group specified here.
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 WO 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 WO 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.
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 “Date Range” field:

From	The date starting from which you wish to retrieve the work orders (Date Format).
To	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, the 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 “Search Results” multiline:

Remarks

Any additional information relevant to the approval 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 “Waitappr”.
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.

Check the box in the “Select” column of the multiline to select the work orders for approval.
Click the “Approve” pushbutton to approve the selected work orders.

Note: This action is workflow-enabled. You can configure further processing of this document in the "Workflow Management" business component.

Note: The system approves the work orders and sets the status of those work orders as “Approved”. The details of the approval of the work order are posted to the history.

Click the hyperlinked work order number in the multiline to view its details.

Approving work order – An overview

In this page, you can approve more than one work order at the same time. You can retrieve work orders for approval 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 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 approved by you and are in the “Waitappr” status, based on the filter criteria entered. You can then approve the work orders and enter any remarks pertaining to the approval.

Prerequisite

Create Work Order

What you can do in this page

Approve work orders

You can approve more that one work order in this page

Enter any remarks on work order approval in the “Remarks” field in the “Search Results” multiline.
Check the box in the “Select” column of the multiline to select the work orders for approval.
Click the “Approve” pushbutton to approve the selected work orders.