Steps in the screenshots correspond to the numbers in the headings.
If you are following along to the Cornerstone training be sure to do all course work through site 0493. This site is designed to be a training site and will not affect any production information.
From the Home Screen:
1. Select the 3-dot icon in the upper right corner.
2. From the Actions dialog box, select Create Work Order.
3. Select the Type of Work.
The default will be CM - Corrective Maintenance. But by selecting the Type of Work line, the user will also have the choices of:
CA - Calibration
CI - Continuous Improvement
EV - Event
HA - Health Assessment
MT - Meetings
PR - Project
TR - Training
4. Select the Priority.
The default will be 3 - Normal. But by selecting the Priority line, the user will also have the choices of:
1 - Emergency
2 - Urgent
3 - Normal
4 - Low
5 - Backlog
5. Enter a Problem Description.
6. Select the toggle is this work order is Safety Related.
7. Select the toggle if this task is Proactive.
8. Select Next.
If, at any time, you wish to cancel out of the Work Order creation, simply click the Cancel button in the upper right corner of the white banner.
Equipment/Sub-Location
9. To select a piece of Equipment or a Sub-Location select the appropriate tab. Scroll through the list or select the search icon and enter a key word/numbers to narrow the visible list.
These searches can be narrowed by using the search field via the magnifying glass icon.
10. The user can now change the Malfunction Type.
11. If a Malfunction is entered the used will be prompted to enter a malfunction start time/date.
If the Type is taken from None to Reduced/Down or from Reduced to Down a start time/date will have to be entered.
12. Select Next.
Additional Notes
13. The user will now have to option to enter any additional notes.
Anything added in the Additional Notes area will automatically be entered into the Notes section.
14. Select Next.
Assigning the task:
15. Select a Team (default will be the team that is associated that the selected piece of equipment).
16. Select a Technician (default will be unassigned).
17. Enter Contact Information (default will be the user that is logged in).
18. Select Save.
If at any time the user wants to exit the Work Order creation process they can select Cancel in the upper right corner.
19. User will get a notification that the Work Order and Task was created.
You will be returned to the Icon Screen of the Task the user just created.
From the Equipment Hub:
20. Navigate to a specific piece of equipment:
21. From the Equipment Hub select the 3 dot icon in the upper right corner.
22. Select Create Work Order
23. The work order creation process will be the same as above with the exception of the second step will default to the piece of equipment the user started the process with. Hit Select to confirm the chosen piece of equipment.
24. Select Next. The rest of the process will be the same as above.
A video on this topic can be found by clicking the following link:
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