Work Order Panel Fields

The Work Order panel displays all of the general work order information. Some fields may be automatically populated if the administrator has set it up to do so, but you can change the information if needed.

  • Description: This field is automatically populated with the description selected when the work order was created, but can be changed.

NOTE: You cannot change the Description if a work order template class is in place. Any custom field data (category custom fields) will be deleted if the work order description is changed.

  • Number: This field is automatically populated with the work order ID and cannot be changed. If you have more than one work order open, use the Number drop-down list to select other work orders to view.
  • Apply to All: When two or more work orders are opened, select this check box to add information to multiple work orders at the same time.

NOTE: Many fields can be changed, saved, and applied to several open work orders; however, the following fields are not affected by selecting Apply to All: Description, Entity Type, Initiated By, Opened By/Date, Closed By/Date, Resolution, Comments, Custom Fields, and Reactive.

  • Entity Type: This field is automatically populated with the entity type selected when the work order was created. You can change it by clicking Change. Make sure to update any related fields, like Units Accomplished.

NOTE: You cannot change the Entity Type if a work order template class is in place.

  • Category: Select the category for this work order.
  • Initiated By/Date: This field is automatically populated with the user who created the work order and the date/time it was created. If the Allow Changes to Initiated Date/Time preference is enabled in Designer, you can change the date and time.
  • Status: Select the state, condition, or situation of the work order.
  • Priority: Select the order of importance for the work to be completed.
  • Requested By: Select the user who requested the work order.
  • Supervisor: Select the supervisor for the work order.
  • Submit To/Date: Select the person to submit the work order to. The date/time field is automatically populated with the current date and time when the Submit To field is populated or updated.
  • Projected Start: Enter the projected date for the work order to begin or select it using the calendar.
  • Projected Finish: Enter the projected date for the work order to be completed or select it using the calendar.

NOTE: When a work order with an established cycle based on the projected start date is saved, you are prompted to create the child work order.

  • Open By/Date: This field is automatically populated when the Submit To user opens the work order. The date/time the work order was opened is also recorded. These two fields are updated every time the Submit To user opens the work order.
  • Closed By/Date: This field is automatically populated with the login of the user who closes the work order and today's date/time that it was closed. The date cannot be updated or modified on either the initial save or any subsequent edit.
  • Completed By: Select the user who completed the work order.
  • Actual Start: Enter the actual start date or select it using the calendar.
  • Actual Finish: Enter the actual finish date or select it using the calendar.
  • Stage: Select the stage. Actual is the default stage and does not restrict any functionality. Proposed is used for work orders that are created for planning purposes, like estimating costs. If Proposed is selected, some work order functionality will be restricted. The ELM, Permit Costs, and Documents functions are unavailable, and when viewing Labor, Materials, or Equipment you will not be able to add Actual costs or Transfer estimated to Actual.
  • Expense Type: Select the expense type.
  • Add Comment: Enter comments. See for more information.
  • Sort: Click to sort the comments by the date entered. By default, comments are sorted in ascending order. This is defined in Designer under General > Default Comment Sort Order.
  • Instructions: Enter any instructions.
  • Resolution: Select the final outcome of the work order. These are defined in Designer under Preferences > Work Order.
  • Reactive?: Select this check box if the work order is reactive, meaning that the work is being performed in reaction to something that happened, as opposed to preventative, regularly-scheduled maintenance. Note that this check box may be selected by default if the work order template is defined as reactive in Designer.

 

Last updated 3/22/2019.

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