Evaluation of the Work Order Request

Checking the new Work Order Request in the Role Center of the Work Planner

The registered Work Order Request will be displayed in the role center of the Work Planner at “Current Work Order Requests”:

This is equivalent to the list view “Current Work Order Requests” that is displayed by clicking on “Work Order Requests”:

List view “Current Work Order Requests”

The Work Order Request can be “opened” in read mode (grayed out input fields) by clicking on the button with the 3 vertical dots and then “Edit”.

There are 2 following Options to evaluate the need for action:

• „Post“
  • Here, the Work Order Request is added to the „Posted Work Order Requests“, which is synonymous to saving for documentation purposes or adding to the “Technical Component Curriculum Vitae”, see following note.
• „Post and Create Work Order“
  • Here, in addition to the previously described posting process, a work order is also created, in which all entries from the Work order request are taken over and preset (except for „Person in Charge No.”)

Only after clicking on “Post” in the card view of the work order request, the above-mentioned selection options are requested, as shown below.

By clicking on „Post and create Work Order“, the Number Series of the Work Orders is queried next. As a rule, only one number series is assigned for this purpose, which is why the query can simply be answered with „OK“.

Then a new Work Order is created and displayed at the role center at “Current Work Order Planning”:

This is equivalent to the list view “Current Work Orders” that is displayed by clicking on “Work Orders”:

Filter options of the List View „Work Orders“:

Note:

An Example for Posting of a Work Order Request without Work Order could be, wanting to document, when and how often an Electric Motor Protection Switch trips. Troubleshooting for recommissioning is usually very simple and does not require a work order in most cases if the personnel is technically qualified. Nevertheless, facts can be collected with this recording and posting of the malfunction notice, which may be useful in the context of a later revision of the electrical design of the technical component.