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