Adding Scheduled Work Orders
Scheduled work orders allow you to schedule recurring tasks based on the frequency you determine.
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How to Add a Scheduled Work Order
- Click the Add button at the top right corner of the screen and select Scheduled Work Order from the drop down menu.
- Select the Application the scheduled work belongs to in the drop down menu.
- Select the Priority of this scheduled work.
- Use the Location Picker () to choose a location for this work.
- Add a brief Description of the work that needs to be performed.
- Type any additional details and notes in the Details box.
- Click on the Task List tab to create a check list of tasks that need to be done to perform this work.
- Click Edit Task List.
- Enter a brief task description in the Task field.
- Enter more detailed instructions in the Procedure field.
- Enter an Estimated Time that it should take to complete the task.
- If needed, you can associate this task to a meter by clicking the Link a Meter link.
- Add as many tasks as needed and click Save Task List when finished.
- Select a Category to specify the type of work being done. Then select a Subcategory to further describe the work. *Note: The Category you select will determine the Subcategories listed in the pick list.
- Choose a Source of Work from the pick list.
- Expand the work order panels by clicking on the panel title and enter any information needed.
- Click Save.
- Select your recurrence in the window that appears. You can set the recurrence based on time, meter readings, or both.
Time Based Recurrence
Setting your schedule using a time based recurrence allows you to select how much time will elapse between work order generations.
- Select your desired frequency of daily, weekly, monthly, or yearly.
- Daily- Select either Every (_) day(s) or Every weekday. Example: For work that needs to be done every day including weekends, enter Every (1) day.
- Weekly- Repeat every (_) week(s) on (day(s) of the week). Example: For work that needs to take place every other Monday, enter Weekly - Recur every (2) weeks with a check mark in the box next to Monday.
- Day (_) of every (_) month(s). Example: For work that needs to take place on the 15th day of every month, enter Day (15) of every (1) month.
- The (first) (Sunday) of every (_) month(s). Example: For work that needs to be done on the first Monday of every quarter, enter the (first) (Monday) of every (3) months.
- Every (January) (_) every (_) year(s). Example: For work that needs to take place on October 15th of every year, enter (October) (15) and Every (1) Years.
- The (first) (Sunday) of (January) every (_) year(s). Example: For work that will be done on the first Monday in May every other year, enter The (first) (Monday) of (May) and Every (2) Years.
- If you would like to override the default Days Until Due setting, check the box next to Change default Days Until Due, and enter the number of days it should take to complete the work. *Note: The default Days Until Due is set on the Work Order Settings page.
- In the Range of Recurrence section, the Start Date will automatically fill in with today's date. Change the Start Dateto the next date that a work order should be generated. *Note: We recommend not entering an End Date while creating the scheduled work order.
- If you would like the schedule of work to Pause until previous instance is complete, check the box. This will prevent the schedule from producing any work orders until the previously generated work order has been marked completed.
- Check the Auto-complete box and enter the number of hours or days after the due date to automatically complete the work order.
Meter Based Recurrence
Setting your schedule using a meter based recurrence allows you to generate work orders at certain intervals based on the meter readings. You must set up Asset Meters or Site Meters first before you are able to create a Meter Based Recurrence schedule.
- Expand the Meter Based Recurrence section of the Recurrence window and select Only use meter based recurrence.
- Check the box next to the meter this schedule will be based on. *Note: If you are selecting a Site Meter, you can check the box above the meter list to use the meter reading location when generating this work order.
- Click Save.
- Now, if a meter reading is recorded that is outside the designated range or above the set increment, a work order will automatically generate. We recommend testing and correcting any issues with the meter promptly, as additional readings outside the designated range or above the set increment will generate additional work orders.