New Work

Overview

The New Work Workflow is used to:

  • Report a problem

  • Request work that needs to be done

  • Create work that I will perform

  • Report work that I have done

The complete overview of the workflow:

Create New Work

Select What you want to do*

  • Report a problem

  • Request work that needs to be done

  • Create work that I will perform

  • Report work that I have done

Press [Next] to create new work.

Select Site and Object

  • Select Site*

  • Select Object* (you can use the search function to filter the list)

Press [Next] to proceed.

Press [Back] to go back.

Object Navigator

Use the Object Navigator to find the Object want to create New Work for. If there is an Object Structure you can go up and down between Child and Parent Nodes.

  • Green = Parent Node and is selectable*

  • Blue = Child Node --> go Up in the structure

  • No color = Child Node --> go Down in the structure

Press [Next] to select Parent Node.

If there are any Active or Historical Work Orders for the chosen Object these can be viewed via Pinned Info:

New Work - Details

  • Enter Fault Description*

  • Long Fault Description

  • Select Maintenance Organization*

  • Customer

  • Work Type

  • Work Stage

  • Priority

  • Discovery

  • Item Class

  • Fault Type

  • Attach Documents

  • Attach Media Items

Press [Save] to proceed.

Press [Back] to go back.

If applicable Failing Function can be selected

Press [Next] to proceed.

Press [Back] to go back.

After this the New Work will be created and depending on the first choice a Fault Report or Work Task will be created:

* = Mandatory Field

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