Work Orders: Asset

The first five columns listed on the Work Order History page are the same as those displayed on the Work Order List. For complete information on the images used to indicate work order status, priority and assignment/approval state, see: Work Order List Columns.

The following fields are displayed in the Work Order History List:

• Priority: Icon representing the priority of the work order. If a work order has a critical priority, is displayed. If a work order has low priority, is displayed.

• Status: Icon representing the current work order status. Each icon shows a clipboard with a small image on the left, signifying the current status of the work order. The color of the image indicates the source of the work order. Images with an orange background were generated based on a preventive maintenance schedule. For a full listing of status icons, see Work Order List Columns.

• Approval State: Icon representing the current approval state, if required by your organization. Work orders requiring/pending approval will show a blue question mark; work orders that have been approved will have a check mark; and work orders that have been rejected will show a red x. If the work order does not require approval, the column is blank. Whether or not a particular work order requires approval depends on the access rights of the individual initiating the request.

• WO #: Work Order ID.

• Assignment State: Icon representing the current assignment state. Work orders that have been assigned will have a clipboard icon with a person on the left. The column is blank for work orders that have not been assigned.

• Reason: Description of the work order, typically describing the reason it was generated. The value displayed is the beginning of the Request Info field on the Work Order Details page. If the Work Order is generated through a service request, this column will list the description entered by the requester. If the Work Order is generated through a preventive maintenance schedule, this column will list the designated procedure name.

• Target/Completed/Closed: The dates on which the work order was targeted for completion, actually completed, and closed.

• Procedure: Procedure name, if the work order was generated based on a preventive maintenance schedule. This column is not displayed when the All Levels check box is selected.

• Asset: Asset name, which is only displayed when the All Levels check box is selected.

• Parent / Location:Parent/Location of the asset, also only displayed when the All Levels check box is selected.

1. Select the All Levels check box.

   A check mark appears inside the check box.

   The page will refresh with work orders associated with all assets beneath the currently selected node of the tree. This feature allows you to view work orders for assets that are directly associated with the asset you are viewing, such as components stored at a lower level of the tree.

   Columns for Asset andParent/Location display on the page, allowing you to determine the asset with which each work order is associated.

2. To return to a view for only the currently selected asset, clear the All Levels check box.

   The check mark is removed and the page refreshes. Only work orders associated with the currently selected asset display.

1. Click the Print button.

   The print dialog box for your operating system is displayed, allowing you to set any print parameters.

2. Click Print.

• Click the Refresh button.

  The work order history will page will refresh.

• Right-click the work order to be viewed and select Open in New Window.

  The work order is displayed in a new dialog box. Use the tabs displayed to view the work order as needed.

• Click New.

  A dialog box will open, prompting you to create a new work order. See Create New Work Order.

  When you are finished creating the work order, close the dialog box.