The system automatically assigns a WO number, which you cannot modify.

All equipment has a unique alphanumeric identifier. If a piece of equipment is selected on the work order, the equipment’s default cost center’s department accounts and sub-accounts display in the WO accounting fields.

The individual who is requesting work to be performed.

Select an employee to assign to the work order. The lookup displays employees designated as assignable in Employee Maintenance. If a number of employees have been assigned through the Scheduling module, the first employee in the list displays in this field.

EAM sends an e-mail to the assigned employee when the WO is created and also sends an e-mail any time the Assigned field is updated. Both the employee newly assigned to the WO and the employee removed from the WO receive an e-mail.

Select a planner from the lookup or use the default planner from the equipment record.

Use the lookup to select a person or group. The person or mail group that is selected in the Notify field receives e-mail associated with an event on the work order. Several events on a work order can trigger EAM to send an e-mail, for example; a work order status change, the use of an as-left code, or a part status change (parts on-order, due date changes, and part receipts).

Use the lookup to select a user ID to receive pager text messages about this work order. This field is also set when a WO is created from a service request.

Each tool has a unique alphanumeric identifier. Use the lookup to select the correct tool.

Use this text input area to describe the problem the work order addresses.

When manually adding a work order, you can enter free-form text in this box. When service requests convert into work orders, some information from the service request automatically copies to the problem field, which you can edit. The PO Text for a fabricated part also defaults in this field.

The date and time the work order was created on the system. Changes to the received date or time create work order revisions, if applicable. On both add and copy, the date defaults to the current date. You can update the date.

The date the requestor or planner wants the work to be performed:

The start date can be overwritten. The start date is not used in the work order scheduling; however, it can be used to designate a proposed date for work to begin.

The date when the work order status was changed to C for Closed, an indication that all work is complete and no further charges or changes should be made.

Select a date when the work order is targeted to start.

Priority denotes the rank or importance of the work order. Use it to sort or filter records.

If the equipment number is specified when adding a work order, EAM defaults the work order’s priority from the equipment. If the equipment number changes on an existing work order, EAM prompts the user with the question “Pull in equipment defaults?” If yes, EAM defaults the priority from the equipment. If no, the priority does not change. In edit mode, you can change the priority on the work order.

The work order status. In general, the work order statuses are user-defined except for (F)inished, (C)losed, or (X) canceled. Any other status can be changed, deleted, or added; however, these three are updated based on specific functionality for the WO life cycle.

In Work Order Status, you also can decide the default status for CM and PM work orders. For example, you can configure EAM so that the initial status of new CM work orders is Requested or Planning and new PM work orders is Scheduled. See Work Order Status Codes.

When technicians have completed the work, the work order changes to a Finished status where the work order waits for a supervisor’s approval.

Use the lookup to select user-defined codes to indicate why a work order has remained open for a given period of time. For example, the reason could be the unavailability of parts or skilled labor needed for the repair, the lack of a permit/authorization to perform the job, or the equipment is not available.

Use the lookup to select user-defined classes that are used to group common types of work orders together, which are useful for filtering. Sample class codes are unplanned corrective, planned corrective, breakdown, safety/health, and preventive maintenance.

This check box indicates if a route type MIL is attached to the work order. When you attach a route type MIL to a work order, this check box is automatically selected. If this check box is not selected, a route type MIL is not attached to the work order.

Use the lookup for user-defined codes to select a code that indicates the failure that the word order addresses. See Failure Codes.

Failure codes, when used consistently on CM work orders, reflect PM opportunities based on the Failure Analysis updates associated with the equipment. Failure codes can be associated with PM templates to indicate the type of failure the PM should prevent from occurring. EAM uses this data to predict when the next failure will occur.

Use the lookup of user-defined codes and select a code for the type of repair made to the equipment. Use it to further analyze specific types of repairs made against specific types of failures. If a failure type is associated with the piece of equipment on the work order, EAM only offers repair codes associated with the specific failure type.

Use the lookup for user-defined codes to select a code that indicates the failure that the work order addresses. See Tool Failures. EAM only supports failure codes associated with the tool-specific failure type.

Use the lookup of user-defined codes and select a code for the type of repair made to the tool. See Tool Repairs. EAM only supports repair codes associated with the tool-specific repair type.

System codes denote a specific area or component of the equipment. System codes are assigned to the equipment record through the BOM Type group. If a work order is associated with a piece of equipment with specific system codes assigned to it and you look up the system code in a work order, only valid system codes for that piece of equipment are displayed. All costs charged to the work order, such as parts, labor, contractors, and downtime, are denoted to the equipment and the system code identified on the work order. This functionality provides more detailed reporting and analysis. If a piece of equipment is not denoted on the work order, then no system codes are available.

The Assembly code is associated with the system code and to the specific piece of equipment that is associated with the work order. Since specific assembly codes are created for each system code, only assemblies associated with a given system code are displayed in the selection lookup. By associating an assembly code with a system code; all cost, labor, parts, issuing, and purchase orders are associated with the equipment and assembly linked to the work order, where cost is directly charged to a work order.

Use the lookup to identify the equipment condition as part of the work order history before performing the work.

Use the As Found code with the As Left code. Together, these codes address mechanical integrity issues, such as the condition in which you found and left the piece of equipment.

Use the lookup to identify the condition the equipment was in as part of the work order history at the completion of the work order. An as-left code notes additional work to perform. The maintenance manager or supervisor then knows to create a WO to repair an additional problem identified during the last work order. You can configure an as-left code to send e-mail to the equipment’s notify person or mail group.

Use the As Left code with the As Found code. Together, they address mechanical integrity issues such as the condition in which you found and left a piece of equipment.

The primary craft is a user-defined lookup to indicate skills required to perform this work. PM templates with an associated primary craft include that information by default on generated work orders.

This field adds security to each work order. In add and modify mode, you can modify the owner field. The lookup data comes from the user and owner group tables. The copy option does not copy the owner. Once an owner is populated, only that owner can modify the WO.

The crew defines a group of technicians who can be assigned to a work order.

The time at which the work order is planned.

Specify the type of safety clearance required when performing the prescribed work. You can identify which equipment to shut down before performing maintenance.

Use this check box to track the number of planned work orders versus unplanned work orders.

Indicate whether the work order is for an internally sourced fabricated part. The check box is not selected by default. Use the Create Requests action in Stock Replenishment to automatically create work orders for fabricated or internally sourced parts.

The stock run number for the fabricated part. It displays on the work order for planning. To better determine if the work order proceeds, the planner tracks the status of the fabricated parts with this number.

You can source the part from one site and expense it to another, creating an intercompany part. For example, when parts built for one site expense against another, this field indicates the inventory site for which the part is being made. The source site’s inventory sub-account is credited and the expense sub-account in the work order’s expense site is debited when the fabricated part enters inventory from the work order.

The fabricated part number.

The quantity of parts to fabricate.

The unit of measure in which fabricated parts are typically issued.

The following formula calculates the estimated due date: Today + Lead Days.

The quantity of fabricated parts received into inventory. The planner uses this data to know when all the parts are built and received.

Use the lookup to select the rotable part. This lookup only displays the rotable parts that are available in the selected rebuild location.

Use the lookup to select the serial number of the rotable part. This lookup only displays the serial numbers that are available for the selected rotable part.

Displays the expense information for the rebuild location.

Displays all warnings entered when a work order is created from a PM template. If the equipment spending limits have been exceeded, or if service requests exist, they are automatically defaulted into this field.

Use this field to describe repairs made to the equipment.

A project number can identify a project for which a work order captures cost.

If a work order is associated with a project, any planned costs that are created and attached to the work order display in the Project Cost tab as part of the planned costs.

You can associate cost with a project and specific job number within the project. Select from the lookup of jobs for the project entered.

This field defaults to the current site, but you can charge expenses for this work order to another site. In add or modify mode, the drop-down menu for this field displays only sites you are authorized to use. If the expense site differs from the source site or piece of equipment’s site, expenses for the work order flow through intercompany accounts set up between sites in Finance|Codes|Intercompany Accounts.

Accounting does not assign department. Maintenance or Production can use this field to track expenses. It can represent legacy departments or cost centers.

Enter the cost center used to expense costs such as material issues, internal labor, or external contract costs. The lookup displays a list of valid cost centers for the expense site. Typically, expense accounting data defaults from the equipment or project associated with the work order.

Enter the account and sub-account numbers assigned to a piece of equipment or tool to collect material costs.

Use these numbers when contract cost charges directly to a work order through a purchase order receipt. If a purchase order is received, the system automatically expenses the contract account number on the work order.

The account number assigned to a piece of equipment or tool to collect internal labor costs. The sub-account number allows for further details associated with an account number.

Enter a cost estimate for labor on the work order. Use it to compare estimated cost with actual cost.

Enter a cost estimate for materials on the work order. Use it to compare estimated cost with actual cost.

Enter a cost estimate for contract work on the work order. Use it to compare estimated cost with actual cost.

Enter the estimated amount of time the equipment will be down for this work order. Define time from the point when the equipment stops working to the time it returns to production.

The estimated hours of labor the equipment or tool requires for this work order. This value is automatically populated and updated with the total number of estimated hours entered on all instruction list steps attached to the WO.

Enter the estimated start date when the equipment will be down for this work order.

Enter the estimated start time (up to 24:00 hours) when the equipment will be down for this work order.

EAM uses Est Downtime Date and Est Down Start Time to mark a beginning date and time when the equipment will be down for this work order. Then EAM uses Est Hours Down to calculate Est Downtime End in a date and time. This information can be made available to the ERP Scheduling program.

The type of work order: PM (preventive maintenance) or CM (corrective maintenance).

Indicate whether the work order has been authorized.

The PM template number, if the work order originated from a PM template.

The user who authorized the work performed on a work order.

A number assigned automatically when PM templates are globally issued.

The number in Sequence Maintenance is the last number used, and EAM assigns the next sequential number when you globally issue PM templates.

The original work order number, if the work order was copied from an earlier work order.

User-defined character fields, validated against tables that you add.

Free-form user-defined character fields, not validated against tables.

User-defined decimal fields for the work order.

User-defined integer fields for the work order.

A user-defined check box.

A user-defined date.

Autofills with the instruction list number.

Enter a short description of the instruction list.

Displays the MIL number when this is copied from an MIL.

Enter the kind of instruction list; for example, Instruction or Route.

Displays the revision number for the instruction list.

The Tool Number for route MILs only. Otherwise, this field is blank.

The serial number for route MILs only. Otherwise, this field is blank.

The Instruction List browse opens, displaying the MIL. The MIL has been added to the work order.

The lower browse displays the tools that are part of the newly added tool list.