Enter Complementary Information on Work Order

Explanation

This activity is used to enter complementary information on a work order, i.e., item class, work type and priority. The work order can inherit an item class from the equipment object, part or object type, or an item class can be manually entered or edited on a work order if necessary. Work Task templates can be added from the item class to the work order depending on the symptom that is connected to the work order.

If the work order originates from a service contract for which a valid service level agreement (SLA) order template is defined, a SLA order is created and connected automatically to the work order. The SLA order is generated based on the SLA order template on the applicable SLA line depending on the work order priority or equipment object criticality or combination of priority and criticality, on the service contract SLA.

Prerequisites

• The item class must have been defined in the Maintenance Basic Data or Failure Analysis Setup Navigator window.
• Information on work type and priority must have been entered in the Work Order and PM Basic Data window.
• The SLA order template must be entered in SLA Order Template.
• A service contract line must be defined with an equipment object, connected to a SLA.
• An equipment object must be entered on the work order in order to enter an item class.

System Effects

• The work order is updated with information on item class, work type, criticality and priority code.
• Work Task templates can be copied to the work order from the item class.
• The List of Values for the Symptoms field will be filtered according to the symptoms connected to the item class in the Failure Analysis Setup Navigator/Symptom tab.
• The work order is updated with the SLA order no created based on the SLA order template defined in the service line.

Window

Prepare Work Order
Work Order Structure
SLA Order

Related Window Descriptions

Prepare Work Order
Work Order Structure
Work Order Structure/WO Details
SLA Order

Procedure

1. Open the Prepare Work Order window
2. Query for the work order.
3. In the General tab, enter a value in the Item Class field. Use the List of Values to select a suitable value.
4. Enter a value in the Work Type field. Use the List of Values to select a suitable value. 
5. Enter a value in Priority field. Use the List of Values to select a suitable value.
6. Save the information.

Connect the SLA order to the work order

1. Open the Prepare Work Order window
2. Query for the work order created for the equipment object registered in the service contract.
3. In the CO Information tab, enter the customer (for whom the service contract is defined) in Customer No field. Use the List of Values (F8) to select a suitable value
4. Enter the service contract information in Contract ID and Line No fields. Use List of Values (F8) to select suitable values.
5. In the General tab, enter a value in Priority field, which matches the one in the service contract SLA line. Use the List of Values (F8) to select a suitable value.
6. Save the information, SLA order is created and connected to the work order