The Issue Work Orders from Plan window contains the following panes: Plan Type, Date Effective, Plan Items, Work Orders, and Work Target. The window also contains drop-down fields to select the year and plan from which data will be displayed in the window.

Plan Type

The Plan Type pane shows the different plans that are available. What you select in this pane (along with the dates in the Effective Dates pane) determines what is shown in the Plan Items pane.

Date Effective

The Date Effective pane shows the months and years for the plan selected in the Plan Type pane. What you select in this pane (along with the plan in the Plan Type pane) determines what is shown in the Plan Items pane.

Plan Items Pane

Based on the plan and month/year selected in the panes on the left, this pane lists all activities from the plan that are approved for your administrative unit.

When you right-click a record in this pane or select Actions, a menu is displayed. This menu contains the following commands along with the common commands:

• Add to Selected WO: This command adds the selected line item to the work order selected in the Work Orders pane.
• Issue Work: Use this command to create a work order for the selected line item. See Create a Work Order from a Plan for more information.

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.

Actions and Right-click Context Menu Commands

When you right-click a pending work order or select Actions, a menu is displayed. 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. 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

The Work Target pane displays where the activity of the selected work order will be performed. When multiple locations are displayed, the Work Proportion field 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 field indicates that 25% of the work effort will be expended at this location.)

Actions and Right-click Context Menu Commands

When you select the Actions Menu or right-click in this tab, a menu is displayed. This menu contains the following commands along with the common commands that can be performed on this tab:

• Edit Location by GPS: This command allows you to manually specify GPS coordinates as the basis for a work target location. When you make this selection, a dialog box with four fields opens: two fields for longitude (from and to) and two fields for latitude (from and to). After you supply this information and close the dialog box, the system finds the route, mile point from, mile point to, and offset values that correspond to the entered coordinates and displays them in the selected record.
• Find Inv Item: This option allows you to select an inventory item from a list of all the inventory items associated with the work orders asset type. This opens a dialog with the list of inventory items. Select items from the list and select OK to insert the item to the work order. Select Cancel to close the dialog without making any changes.
• Insert All Inv Items from This Location: This option 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.
• Insert Inv Item(s) from Map: This option allows you to select inventory items for which the work order will be performed. The active layer in the maps pane is the layer associated with the work order's asset type. In the pane opposite the map, the selected inventory items from the map are displayed. You can highlight one or multiple items and select an option from the Actions menu (or from a right-click) to add the selected items to the work order. When you are finished selecting inventory items, close the window by clicking the Close icon in the upper right corner.
• Insert Location(s) from Map: This allows you to select one or more locations where the selected work order will be performed. This option is similar in functionality to the Insert Inv Item from Map option, with the exception that the Routes layer is the active layer.

• Insert New Inventory Element: Use this to enter a new inventory element directly into the pane. This opens 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 selected to begin the command. To create a new entry, first insert a blank record in the pane and then select 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.

Insert Locations from a Map

To insert one or more locations from a map, follow these 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 so the desired location is displayed.
3. Use the Pan tool to select items individually from the map or use the Select by Extent or Select by Polygon option from the map tools drop-down to draw a box around an area on the map. In the pane opposite the map, all locations found in the area you defined are displayed.
4. Use the option Add to Selected WO either from the Actions Menu or from the right-click menu to send all locations selected to the Work Target pane. The GIS Explorer window remains open so you can select additional locations.
5. If you wish to select additional locations, repeat these steps. Otherwise, close the GIS Explorer window.

Insert Inv. Items from a Map

To insert one or more inventory items from a map, follow these 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 layer being the layer that contains the inventory items associated with the activity of the work order.
2. In the GIS Explorer window, manipulate the map image so the desired location of the inventory items is displayed.
3. Use the Pan tool to select items individually from the map or use the Select by Extent or Select by Polygon option from the map tools drop-down to draw a box around an area on the map. In the pane opposite the map, all locations found in the area you defined are displayed.
4. Use the option Add to Selected WO either from the Actions Menu or from the right-click menu to send all locations selected to the Work Target pane. The GIS Explorer window remains open so you can select additional locations.
5. If you wish to select additional inventory items, repeat these steps. Otherwise, close the GIS Explorer window.