Create Quick WO

Quick Work Order function allows you to create work orders that have limited scope compared to work orders. Quick work orders do not require detailed planning. You can also copy information from the standard requests listed in the Quick Work Order window.

To create a quick work order:

1. Click Create Quick WO under the Work Management menu, the Quick Work Order page opens.
2. In the Equipment field, perform any one of the following actions to select equipment Id:
3. Enter the equipment ID.
4. Click the Search icon to select the equipment ID from Equipment Search window.
5. You can click the Hierarchy icon to view the equipment hierarchy. The Equipment Hierarchy window opens. In the Equipment field, enter the equipment ID or click the Search icon. It displays the equipment and its child nodes below it. You can select the equipment from the hierarchy.

The Quick Work Order window displays Open Work Orders for the selected equipment in a grid. In the grid, you can click on the hyperlinks in Work Order # column records to open the work order note book in a separate tab. You can filter the required value using Filter Results field on top right corner in the grids. See Grid Operations (add link to it) also.

Click any of the following buttons to create the relevant work order:

• Create Routine WO
• Create Emergency WO

A new window opens to create the quick work order.

1. In this window, perform the following steps:
   • Enter all the mandatory details. You can also edit the default information if required.
   • This is an optional step. To upload the required documents from your device and attach them to the quick work order, click the New button. Multiple documents can be uploaded. You can click on X to close this panel. See for more details.
   • To Save or Save and Complete the work order, perform any one of the following steps:
   • Click Save to create the work order. The new work order will be created and work order note book page opens. See for more details.
   • Click Save & Complete to create and complete the work order at the same time. The new work order will be created and system will display the error if any. If error pop up appears, read the error and proceed. If no error, work order note book Completion page appears. In the page, you can fill the required information and click on Complete to complete the work order. See for more details.