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Unscheduled Work Orders
1. Unscheduled Work Orders
1a. Creating or Adding a Work Order – Basic Version:
At the simplest level, you can begin using eMaint X3 immediately to manage your work orders, without having to populate the system with data beforehand.
Follow Steps 1-4 that are outlined in the graphics below.
Fig. 2A
Fig. 2B
Fig. 2C
On this example, the information was typed into the fields for WO Type, Downtime, Schedule Date, Problem Type, Estimated Hours, Priority, Brief Description and Work Description.
On this example, the information was typed into the fields for WO Type, Downtime, Schedule Date, Problem Type, Estimated Hours, Priority, Brief Description and Work Description.
There is no Asset associated with this work order.
What if you want to associate an asset to a work order?
To create a work order for a piece of equipment, follow the example outlined in section 1b below.
1b. Creating a Work Order for an Asset:
Click ‘Add New Record’ from your Work Order list so that the new record screen shows. To associate an Asset with a work order, click the file folder to the right of the Asset ID field to access your list of assets.
Fig. 2D
Fig. 2E
Fig. 2F
In the example above, Asset ID 1019 was selected from the list. Notice, upon selecting an asset from the list, the other fields on the work order that pertain to the asset –Description, Building, Floor – are populated as well.
What if you want to associate a customer or tenant to a work order?
If you are a property or facility manager, or provide services to customers, you probably want to add work orders that are associated with your contacts. To indicate that a work order is for a customer or tenant, follow the example outlined in section 1c below.
What if you want to assign a work order to an Employee or Contractor?
The procedure for assigning a work order is similar to the procedure for indicating a work order will be performed for a customer or tenant. See example in section 1c below.
1c. The ‘Perform For’ and ‘Assign To’ functions of Work Orders
The steps for creating a work order that will be performed for a tenant/customer and for assigning a work order to an employee/contractor that will perform the work are virtually identical. For “Performing” work, as in work being performed for a contact (such as a customer or tenant), you want to focus on the fields Perform For Type and Perform For. For “Assigning” work, as in assigning a work order to a contact (such as an employee or contractor), you want to focus on the fields Assign To Type and Assign To.
Fig. 2G