Article info

Follow
  • Created by Jackie Lehr, last updated
Was this article helpful?
0 out of 0 found this helpful

In this article

    Working with work orders

    You can enable the controlled automated work order process in the Planning > Data Center perspective by opening the Work Order Editor and making changes to the layout. Any changes done to add, move, or delete IT equipment are recorded, and work order tasks for implementing these changes in the data center are automatically generated.

    Each work order has its own unique workflow. To create or modify a workflow, click the Workflow icon on the work order header -->   to open the Work flow Editor.

    You can view work orders in a list without opening the Work Order Editor in Planning > Data Center (and read-only in Operations > Data Center) in the Work Orders pane if you have Data Center Operation: Change installed.

    See Creating a controlled automated work order and Creating a custom work order without recorded tasks for details about creating work orders, adding them to the list.

    Edit or view a listed work order

    1. In the Work Orders pane, double-click a listed work order.
    2. Edit or view the selected work order in the Work Order Editor.
      1. Edit the work order summary and details.
      2. Add, edit, or delete task details.

    Filter work orders

    To limit the amount of work orders in the list to only include those you want to edit:

    • Use the search filters below the column headers in the pane.
    • Use the link icon to only see work orders related to the selected equipment.

    View, print or export work orders

    • To access print and export options for the work order list, multi-select work orders (Ctrl+click or Shift+click) and select Print Work Order List.
      The report view opens and you can click the Print icon and then Export icon to export it as a PDF, HTML, or XLS document.
    • To view or print an audit report, listing the tasks in a selected work order, right-click a work order and select Audit Work Order.
      The report view opens and you can click the Print icon and then Export icon to export it as a PDF, HTML, or XLS document.

    Set up strict work orders

    You can set up strict work orders that require work orders to follow a selected process. The option to select 'No process' when a work order is created is not available when this setting is applied in the Tools > Preferences > General option.

    0 comments

    Please sign in to leave a comment.