The Work Order from PM window contains three panes. The top pane, PM Items, shows periodic maintenance (PM) needs, the bottom left pane, Work Orders, shows work orders, and the lower right pane, Work Target, shows the locations where the work will be performed and/or inventory items for which the work order will be performed.

PM Items Pane

The pane at the top of the window shows those inventory items for which PM activities are due. The activities shown in this window are defined in the PM by Class Code and PM by Inventory windows and also are drawn from historic PM activity. The amount of work required is shown in the Plan Amount column, and is derived from the settings in the PM Measure Column and PM Amount Coef columns in the Setup Asset Activity window in the System module.

A system job runs periodically (typically every evening) to update the list of PM requests in this pane.

PM requests are handled by either:

You can also add one or more PM requests to an existing work order provided the activity for each PM request is the same as the work order to which you are adding the requests. You add PM requests to an existing work order by first selecting the work order to which the requests will be added. You then select all PM requests to be added. This is accomplished by using SHIFT+click to select a contiguous block of PM requests or using CTRL+click to select non-adjacent PM requests. Once the PM requests are selected, right-click one of the selected PM requests and select Add to Selected WO.

Note: After issuing a work order for a PM request, the request will remain in this pane until the next time the system job runs. Since it is possible to issue multiple work orders for a single PM request, you should take care to remember which PM requests have work orders issued and which do not. One convenient way of doing this is to right-click this pane, click Print to display the PM requests in a new window, print the PM requests from the new window, and then manually check off the requests as you issue work orders.

Actions and Right-click Context Menu Commands

When you right-click a pending work order or select the work order and select the Actions menu, the system displays a menu. This menu contains the following special commands (in addition to the common commands):

  • Add to Selected WO: This command adds PM request(s) to the work order selected in the Work Orders pane by inserting additional records in the Work Locations pane.
  • Issue Work: This command creates a new work order for the selected PM request(s). After selecting this command the system displays a series of dialog boxes so you can enter the needed information. For more information, see Create a New Work Order from PM.

Work Orders Pane

The Work Orders pane shows pending work orders for your administrative unit. Once a work order is activated, it will no longer be displayed in this window.

The information shown for a work order identifies what, when, and where an activity is to be performed: and for what asset. It also shows the funding source for the work order (note that the Plan Amount column, which shows the dollar amount allocated to this work order, is required). The locations where the work order will be performed or the inventory items for which the activity of the work order will be performed (or both) are shown in the Work Target pane.

When you right-click a pending work order or select the work order and select the Actions menu, the system displays a menu. This menu contains the following special commands (in addition to the common commands):

  • Activate WO: This command issues the selected work order. After saving and refreshing, the work order will be removed from this window. It will then be available in the Day Cards and Daily Log windows.

    Note: This command is usually available. However, when the REQUIRED column is set to 1 for WW_COLUMNS in PLAN_AMOUNT, then a value must be in the Planned Amount column for the command to be available.
  • Edit Dates: Immediately after activating a work order, this command is available and it allows you to change when the work order will be performed and what calendar is used to determine working and non-working days. (This command is not available for pending work orders.)

Work Target Pane

Note: If the work order's asset type is set to "location applicable" in the Setup Asset Types window, an error will result if a location is not supplied in this pane. (If the asset type is not "location applicable," then you can leave this pane empty.)

The Work Target pane displays where the activity of the selected work order will be performed. When multiple locations are displayed, the Pct Work column shows a decimal number corresponding to the percentage of the amount of effort to be expended at that location. (For example, 0.25 in this column indicates that 25% of the work effort will be expended at this location.)

Actions and Right-click Context Menu Commands

When you right-click this tab or select Actions, the system displays a menu. This menu contains the following command along with the common commands:

  • Edit Location by GPS: This command displays a dialog box so you can manually enter a location that you obtain from a GPS device. The dialog box contains four fields: two for longitude (from and to) and two for latitude (from and to). After you supply this information and close the dialog box, the system finds the route, mile point from , and mile point to values that correspond to the entered coordinates and displays them in the selected record.
  • Find Inv Item: This command provides a computer-assisted way to change the inventory item of the currently selected record. It displays a dialog box, which lists all inventory items of the work order's asset type. To change the inventory item (in the underlying pane from which the Find Inv Item command was activated), select an inventory item and click OK. To exit this dialog box without changing the work order information, click Cancel.
  • Insert All Inv Items from This Location: This command finds all inventory items within the route and mile point boundaries of the selected record and inserts each of them as separate records in this pane. The system inserts the name of an inventory item in the Inventory Item Name column as a hyperlink. You can click this link to display a new window with more detailed information about the inventory item.
  • Insert Inv Item(s) from Map: This command displays the GIS (Geographic Info System) Explorer window, from which you can select the inventory item(s) for which the selected work order will be performed. The active layer in the GIS Explorer window is the layer associated with the asset type that was selected when the work order was created: which means you will only be able to use the layer associated with the work order's asset type to select asset-specific inventory items.
    Beside the GIS Explorer window is a pane that lists the inventory items selected in the GIS Explorer window. This pane provides a menu that is displayed by right-clicking the pane or selecting Actions. This menu contains the common commands along with the following special commands:
    • Add to Selected WO: After selecting one or more inventory item records, this command adds the selected inventory items as records in the Location tab of the Completion window. The window remains open so you can select additional inventory items to add to the selected work order.
    • Highlight Feature: This command causes the selected inventory item to be highlighted in the map.
    • Insert New Inventory Element: This command allows you to enter a new inventory element directly into the pane. When you select this command, the system displays the inventory elements attribute window. Complete this window and select OK to place the new inventory element in the Location tab.
    When you are finished selecting inventory items, close the window displayed with this command by clicking the Close icon in the upper right corner.
  • Insert Location(s) from Map: This command behaves in the same way as the Insert inv Item(s) from Map command described above, with the exception that the Routes layer is the active layer. This allows you to select one or more locations where the selected work order will be performed.

  • Insert New Inventory Element: This command allows you to enter a new inventory element directly into the pane. When you select this command, the system displays the inventory elements attribute window. Complete this window and select OK to place the new inventory element in the Location tab.

    Note: This command replaces the record you right-clicked to initiate the command. If this is not what you want to happen, first insert a blank record in the pane and then right-click this new record to select the command to insert a new inventory element.

Insert Locations Directly

When a work order is created, the wizard that creates the work order also requests a location. The location is therefore inserted at the same time as the new, pending work order. However, if desired, additional locations can be inserted in this pane by right-clicking and selecting Insert. The system then inserts a new record in this pane and you can complete the record as required.

Note: For the record to be saved, the text string entered in the Inventory Element Name column must match exactly (in both spelling and case) a location in the database. For example, if the location is IBIS LAKE, entering ibis lake or IBISS LAKE will generate an error when you attempt to save. For this reason, it is often easier to acquire the location from the map using the Insert Location(s) from Map command.

Insert Inv. Items from a Map

To insert one or more inventory items from a map, use the following steps:

  1. Right-click in the Work target pane and select Insert Inv Item(s) from Map. The system displays the GIS Explorer window with the active theme being the theme that contains the inventory items associated with the activity of the work order.
  2. In the GIS Explorer window, manipulate the map image to display the desired location of the inventory items.
  3. Click the icon and then drag the mouse so as to draw a box around the area on the map in which the desired inventory items are found. After releasing the mouse key, the system displays all inventory items found in the area you defined in the Selected Features pane.
  4. In the Selected Features pane, right-click and select Add to Selected WO. The system sends all inventory items shown in the Selected Features pane to the Work Target pane. The GIS Explorer window remains open so you can selected additional inventory items.
  5. If you wish to select additional inventory items, repeat these steps. Otherwise, close the GIS Explorer window.

Insert Locations from a Map

To insert one or more locations from a map, use the following steps:

  1. Right-click in the Work target pane and select Insert Location(s) from Map. The system displays the GIS Explorer window.
  2. In the GIS Explorer window, manipulate the map image to display the desired location.
  3. Click the icon and then drag the mouse so as to draw a box around the area on the map in which the desired location is found. After releasing the mouse key, the system displays all locations found in the area you defined in the Selected Features pane.
  4. In the Selected Features pane, right-click and select Add to Selected WO. The system sends all locations shown in the Selected Features pane to the Work Target pane. The GIS Explorer window remains open so you can selected additional locations.
  5. If you wish to select additional locations, repeat these steps. Otherwise, close the GIS Explorer window.
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