Generate a New Work Order from a Schedule

You can create a new work order from a schedule on the New, Edit or Query work order pages. To create a new work order from a schedule, follow these steps:

1. Open the New, Edit, or Query Work Order page.

2. Click the Create New Work Order from Schedule button in the toolbar.

   

   The Create Work Order From Schedule dialog box opens.

3. From the Module drop-down menu, select the type of schedule you want to use to crate your work order.

   You can select, Inspection, PM or PE.

4. In the Schedule Number field, enter the number of the schedule you want to use to create your work order.

   The schedule must already exist. You can use the Lookup button to locate a schedule.

5. Click Generate.

   The work order is generated and appears on the Work Order page. Information from the selected schedule populates the fields on the Main tab.

6. Enter or change any additional information as needed.

7. Click the Save button in the toolbar.

The Work Order is now created. Use the tabs on the left side of the page to view or enter additional information to the work order to assist the technician in completing the work order.