There are many methods for creating work orders outside of the PM generation process: the Add a New Record link found in the Work Order List view, the Add link found on the top menu bar of the Work Order Detail view, the Simple Work Order and the Add New Work Order menu options found in the Navigation tab, and the Request form from the My Requests or the Work Requestor screen. The PM process adds even more ways of creating work orders within eMaint.
After the work order information is entered it must be saved. At this time, the work order number is created. The work order can be edited from the work order center by clicking the Edit link on the Detail view or double-clicking the field when Edit In Place is turned on (Global Setting).
Assigning Personnel to Work Orders
The Assign To and Perform For fields are linked to the Contacts table. This allows the association of work orders to employees and customers that are maintained in the contacts table. Employee, Contractor, Supplier, and Personnel are typically used for the Assign To Type field. The Perform For Type field is typically the Customer, Location, or Tenant choices .
- In Edit mode, choose the Assign To Type and Perform For Type to filter the contacts on the selection list. By default the available types are Contractor, Customer, Employee, Location, Personnel, Supplier, Tenant, and Other (unless edited by a user with access rights to form design).
- Click the folder lookup for Assign To and Perform For to select a particular contact record from the contact type chosen.