Generate a New Work Order from a Schedule

The Create New Work Order from Schedule icon can be accessed from the New, Edit, or Query Work Order screen. It is a red box with a white plus sign in the top banner of the pane.

To generate a new work order from a schedule, follow these steps:

1. Click Create New Work Order from Schedule icon.

   A pop-up window appears. You must enter the following information:

   • Module - Select the type of Schedule you would like to use to create your work order from the drop-down menu: Inspection, PM, or PE.

   • Schedule Number - Enter or search for the number of the Schedule you would like to use to create your work order.

   The Schedule must already be created to create a work order from it.

2. Click OK.

   The previous work order page displays. Information from the Schedule you selected should be populated in the Main tab.

3. Enter any additional information you need to add.

4. Click the Save icon in the top banner of the pane.

Your work order is now created. Several more tabs will appear along the left side of the pane with additional information you can add to the work order and which the technician can use when completing the work order.

Follow the instructions here to Add Procedures Readings to your work order.