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1.1 As a Technician, how do I create a Work Order in the Work Module?

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Click on the blue + Work Order button to start off the creation process.

WHAT
  1. First select the Task Type.

     

Default will be CM-Corrective Maintenance.

Other options will be:

  • CA - Calibration
  • CI - Continuous Improvement Activity
  • EV - Event
  • HA - Health Assessment
  • MT - Meeting
  • PdM - Predictive Maintenance (Available only to Supervisors)
  • PR- Project
  • TR - Training
  1. Select Priority. (Default is to 3-Normal)

     

  2. Enter a Problem Description.

     

  3. Select if this task is Proactive (default will be Non-Proactive).

     

  4. Select if it is Safety Related (default will be NO).

     

  5. Select if this task is Food Safety related.

     

  6. Select if this task is Clean-In-Place.

     

  7. Select NEXT.

     

LOCATION
  1. Enter an Asset ID or Search for Equipment by the SEARCH EQUIPMENT button.

     

OR

  1. Select Equipment or Sub-Location (you can only choose one or the other) from the drop down.

     

  2. Scroll to find the equipment or select the Table Filters button and filter the list find the equipment.

     

  3. Find your equipment and select SAVE.

     

  1. Take equipment to a Reduced or Down Status (if needed) by using the drop-down arrow. This is a mandatory field.

     

This will automatically give you a Malfunction Start Time (adjustable).

  1. Enter a malfunction time. Be sure to select SET.

     

  2. Select NEXT.

     

NOTES
  1. Enter Additional Notes (this is optional, but info entered here will populate in NOTES at the Task level).  

     

This is a much larger field to give you the opportunity to expand on what is wrong.

  1. Select NEXT.

     

ASSIGN
  1. The team should default in.  

     

If not, select the team that begins with your four-digit site number followed by ATS.

  1. Enter contact first name.

     

  1. Enter contact last name.

     

  2. Enter contact email address.

     

  3. Submit the Work Order by selecting Save.
Confirmation numbers for the Task and Work Order

Click to View the Task or you can click to dismiss the pop-up box if you aren't going to be working on this Task immediately.

Work Order creation from the Equipment view:
  1. From the home page of the Work Module, select Equipment.

     

  2. Make sure the toggle is set to Equipment (uses can not create a work order against a sub-location).

     

  3. Select a piece of equipment from the list view.

     

  4. Select the + Work Order button on the right.

     

Follow the same process as above.

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Next Article 1.2 As a Technician, how do I add a Task to an MPRO Work Order in the Work Module?

Technician Work Module Documentation

1. Creating a Work Order/Task in the Technician Work Module 8
2. Editing Work Orders/Tasks in the Technician Work Module 24
3. Overview/Navigation of the Technician Work Module 25
4. Equipment Status Monitor in the Work Module 14
5. Step by Step Instructions for the Work Module 6
6. Managing Parts in the Work Module 19

Other Resources