The followings topics are covered in this article:
Create a work order
1. Click on ' + Add new word order'
2. Fill in the necessary information. The same window will appear as described in the following text about how to edit a work order
3. Click 'Save'
Edit work orders
There are two places that indicate where to find relevant information in a work order; the edit (General tab) view and the Activities view.
Edit-view has general information such as the name, necessary qualifications, and planned times. Activities-view has all the planned and completed activities.
1. Click '+ Add new work order' and add the necessary information
When adding a work order, an edit-window will be opened.
When planning data has already been filled in, the work order has the status of "Being planned". When the information is correct and complete, the work order can be dispatched. This means that the planning is finalised and the work order status will change to "Planned". It is possible to manually plan the work orders here; however, this is much easier in the planning mode. An overview of all the planned work orders is available in the planning menu.
Here it is necessary to fill in the following information:
Info
| Input label | Mandatory | Description |
|---|---|---|
| Name | x | The name is the title of a work order. |
| ID | x | The ID is a unique value to identify the work order. |
| Work order type | x | The work order type is the configured list of possible kinds of work orders. |
| Priority | x | The priority is the configured list of possible precedence's. |
| Work package | The work order package the work order should be assigned to | |
| Planning status | The planning status shows the work order status in the Execution tool and will be changed by the users, depending on its status. This list can be configured by Admins - see the following article on how to set this up: Planning process with the necessary functions overview | |
| Planned start and finish date | This is the actual planned start and finish date which should be in between the earliest start date and the latest finish date. | |
| Actual start date | The date that work began on the work order. Automatically updates to match the earliest start date of a completed activity in the work order. | |
| Actual finish date | The date that work finished on the work order. Automatically updates to match the latest finish date of a completed activity in the work order. | |
| Earliest start date | The earliest start date is the first possible date the planning of the work order can start. The earliest start will be sent to the simulation, and our intelligent engine will come back with the planned dates of the WO. | |
| Latest finish date | The latest finish date is the due date of finishing the work order. The latest finish date will be sent to the simulation, and our intelligent engine will come back with the planned dates of the WO. | |
| Work order progress percentage | The work order progress is linked to the planning status and will be updated accordingly. You can also change the percentage manually by moving it forward or backward. | |
| Additional client work | Here you can toggle on/off additional client work. | |
| VO number | This is the number of the variation order which is a change in the scope of work. | |
| VO agreed with | This indicates with whom the variation order is agreed. | |
| VO signed | If the checkbox is ticked, the VO is signed |
Connections
| Input label | Mandatory | Description |
|---|---|---|
| Site | x | The site is the name of the wind farm/project, here all sites are visible and filled in the site-tab. |
| Asset | The asset list contains all wind turbines and substations of the wind farms are available. | |
| Subassembly | The sub-assembly is a related part, here all subassemblies of the selected asset are available. When you select a subassembly that has its own subassemblies, this will generate a new `Subassembly - level 1` dropdown where you can select a further subassembly. If you select a subassembly from that dropdown with subassemblies, it will generate a `Subassembly - level 2` dropdown, and so on. This way, you can drill down through the tree. | |
| Component | The component is the related part, here are all components of the selected asset or subassembly are available. |
Estimation
| Input label | Mandatory | Description |
|---|---|---|
| Estimated manhours | Total time in hours that the work order is expected to require to complete. This number is automatically generated from the total estimated hours for all tasks in the Tasks section. If there are not tasks with estimated hours, this field is empty and editable. | |
| Planned manhours (dispatched) | Sum of planned hours on all planned/dispatched activities | |
| Remaining unplanned manhours | Estimated hours minus planned hours and completed hours | |
| Completed manhours | Total time spent on all activities | |
| Remaining manhours | The remaining duration is the lasting hours in the work order, calculated based on the estimated repair time and the actual work done. | |
| Time registered | The total time registered across all activities within this work order. |
Requirements
| Input label | Mandatory | Description |
|---|---|---|
| Transport types allowed | The allowed transport type define which transportation can be used for doing the work order. If several transport types are used, they can be added. Which of these transports will be used in the planning depends on the availability of the same and the priority for the site. If no transport type is filled in, the work order can be done with every type. | |
| Required skills and skill groups | The required skills define a number of single or grouped skills least necessary for doing the work order. The total team needs to have all skills in order to fulfill a task. | |
| Minimum number of personnel | Here you can indicate the minimum number of personnel. | |
| Quantity | Here, you specify the quantity of skills required. |
Tasks
| Input label | Mandatory | Description |
|---|---|---|
| Activity category | x | The type of activity the task falls under. |
| Subassembly | Subassemblies of the asset you have selected in the Connections section are available to select here. If you have select a Subassembly in the Connections section, only that subassembly level and below is available to select here. | |
| Estimated hours | Estimated amount of time in hours required to complete the task. | |
| ID | Auto-generated unique identifier. | |
| Description | Optional additional remarks. |
Activity categories
| Input label | Mandatory | Description |
|---|---|---|
| Activity categories | The types of activities that take place under this work order. When users create new activities and select this work order, the activities selected here will appear as options from the WO in the Activity category dropdown. If you don't select any activities here, all activity categories will appear as options when creating a new activity. |
Work order dependencies
| Input label | Mandatory | Description |
|---|---|---|
| Previous work order | Here related work orders can be filled in; these work orders need to be done before the work order can start. When the affected work orders are finished, the work order automatically changes to "In Backlog". | |
| Next work orders | Here related work orders are set; these work orders follow the work order. When this work order is finished, the succeeding work order automatically changes to "In Backlog". |
Custom fields
The custom input fields are inputs that are text-based only, and can be added and edited in the Account settings > Work orders > Custom fields.
Comments
| Input label | Mandatory | Description |
|---|---|---|
| Public comments | Comments made here can be seen by everyone | |
| Internal comments | Comments made here can be only seen internally. |
2. Click ' Save'
3. Open a work order with the 'Edit' button. Edit the work order information and click save when done
Create a recurring work order
Once you've added a work order, you have the option to create a recurrence of it in order to keep track of all tasks that need to be considered multiple times throughout the project.
Click on the 'Create recurrence" button and a new modal window will be opened in order to define the recurrence.
You have to set up the start date, a number of occurrences, and the end date which are all mandatory fields. At the bottom, you can see how many work orders will be created in the defined time period based on your selection.
- Start date: Define the date when the occurrence should initiate using the date picker
- Recur every: Here you set the frequency for recurring tasks. You can distinguish between days, weeks, months and years. For example, 2 weeks represents that the work order will occur every second week
- Recur on: Depending upon your selection in the previous step, you can define specific weekdays or days in a months
- End: Here you define the end of the occurrences where you can select either the exact date by picking the specific date or after a certain number of recurrences by indicating the value
Edit/delete a recurring work order
Once you've created recurring work orders, you are able to edit the recurrence by clicking on the recurrence button.
The module window looks the same as when creating recurring work orders. You only have to define if you want to apply the changes to all work orders in the series or only to this and following work orders.
In case you want to delete the series of work orders, click on the bin button and select 'All work orders in the series'.
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