Create Work Order for Design Object

Explanation

This activity is used to create a work order for a design object. Work orders can be created for assembly, testing, decommissioning, and dismantling purposes and therefore can be created at any point, after the creation of a design object. For example a pipe system with several fabricated assembly parts or spools, might require the assembly of the spools on the exact location of the plant/facility. Hence a work order is required for the assembly parent, and each spool should be defined as a material requirement of the work order.

When a work order is created for a design object, it is possible to enter mandatory information such as the maintenance organization and work order directive required to register the work order. Optionally, it is possible to select a standard job, in order to predefine the additional material and operations needed to carry out the work. If the design object, for which the work order is being created, has additional parts, an assembly structure and/or standard job defined, the additional parts, objects in the assembly structure, and materials defined for the standard job, will be inherited as material demand for the work order. If a valid project connection exists, the created work order will always be project connected. Based on the project connected to the design object, the Planned Start and Planned Completion Dates of the work order will be set to the Early Start and Finish Dates of the connected activity respectively. One or more than one design objects can also be selected for creating work orders resulting in multiple work orders, one for each of the selected design objects.

Prerequisites

• If the design object has additional parts defined, the assembly quantity of each additional part should be one or more, to ensure that the additional part will be inherited as material demand for the work order.  
• If the design object has objects defined in its assembly structure, the Exclude from WO check box  of each additional part should be one or more, to ensure that the additional part will be inherited as material demand for the work order.  

System Effects

• A work order is created for the design object, and can be viewed in the Work Orders tab on the Design Object Work Preparation window. The work order is created with the following details:
   
  • The Work Order Site and Directive fields in the header of the Prepare Work Order window, receive the values that you entered on the corresponding fields when creating the work order for the design object.
  • The value in the Connection Type field on the General tab of the of the Prepare Work Order window, would either be Design Object or Equipment, based on the absence or presence of the design object in the Equipment Register. 
• The resulting work order will consist of materials either from the additional parts of the design object, the design parts of the objects in the assembly structure of the design object, the standard job defined when creating the work order, or all of them.
• The resulting work order will consists of operations from the standard job specified when creating the work order.
• If a valid project connection exists on the design object, the work order will automatically be connected to the project. If no project connection exists and a cost centre is defined on the design object, the cost centre is passed as a pre-posting of the work order. 

Window

Design Object Work Preparation
Punch List
Punch Items

Related Window Descriptions

Design Object Work Preparation
Punch List
Punch Items
Create Work Order

Procedure

1. Open the Design Object Work Preparation window, search for the design object to which you want to create a work order and right-click on the header and click Create Work Order. Alternatively, to create a work order for a design object that has been connected to a punch item open the Punch Items window or the Punch List window, right-click on the required punch item and click Create Work Order.
2. In the Define Information for All Selected Objects group of fields, define values as follows:
   1. In the Work Order Site field, click List to select the ID of the site to which the work order(s) will belong. By default, the user default site is displayed.  The name of the site is displayed alongside this field, once the work order site has been entered.
   2. In the Maintenance Organization field, click List to select the maintenance organization that will be responsible for the work order(s). The description of the maintenance organization is displayed alongside this field, once the maintenance organization has been entered.
   3. In the Standard Job ID field, click List to select the ID of the standard job for the work order(s). The description of the standard job  is displayed alongside this field, once the standard job ID has been entered.
   4. In the Directive field, enter a short description of the work you plan to do with the work order(s) you are creating.
3. In the Define Information for All Individual Objects group of fields, values for Object ID, Object Site, Project ID, Sub Project ID, Activity ID, Activity Seq and Work Order Site fields are displayed automatically, if and as defined on the design objects from which the creation of the work order was originated. If required, define or modify the values in the following fields as follows:
   1. In the Planned Start Date field, double click to select the date when the work order processing should start. The system date is displayed by default.
   2. The value in the Planned Completion Date field, is calculated automatically. Double click in this field to select and modify this date if required. 
   3. In the Maintenance Organization field, click List to change the maintenance organization that will be responsible for the work order for the particular design object.
   4. In the Standard Job ID field, click List to select the ID of the standard job for the particular design object in the work order.
   5. In the Directive field, enter a short description of the work you plan to do on the particular design object with the work order you are creating.
4. Click OK.  
5. Click the Work Orders tab and view the created work order. To view the created work order in detail, right click on the work order and click Work Order.