Work Orders

Prerequisites

To use work orders, you need the following licenses:
- FieldFX Base Package
- FieldFX EAM
To use work orders, you must:
- Set up the FX EAM module
To use work orders, you need:
- FX EAM minimum permissions

Basics

Work orders record details about Equipment maintenance.
Users can manually create Work Orders, or FX EAM creates Work Orders based on a Preventative Maintenance Schedule and a Model type Work Order.
You can create six types of Work Orders.
Work Orders go through a life cycle.
Track Task Labor on the related Work Tasks when present or directly on the Work Order.

Work Orders are added to track the repair and maintenance of Equipment.
Work Tasks track the kind of labor required to complete the work. Each task ties to either a specific Craft or uses the default labor rate as defined in Custom Settings. Tasks can be detailed into Work Task Steps.

A Work Task can automatically be added at Work Order creation if the Work Order Parameter Initial Est Hrs value in Custom Settings is set to something greater than zero.
The status of the work order determines whether demand is placed on unissued Stock Items in Planned Stock reports.
Model type Work Orders serve as the templates for preventative maintenance schedules.
The Work Order object contains header level details for the Work Order. Use the Related tab to add additional details for the Work Order, including:
- Planned Labor Costs
- Planned MRO Inventory
- Work Tasks and Work Task Steps
- Miscellaneous Costs, such as work performed by a vendor
As work is completed and inventory is issued, use the Related tab to view inventory transactions or compare planned vs. actual costs.

Select the type of work order to add:

Record Type	Description
Corrective	Repair work
Model Work Order	Template to use on Preventative Maintenance Schedules
Work Request	Record of work that needs to be done, such as a bulb replacement or paint touch up

Record Type

Description

Corrective

Repair work

Model Work Order

Template to use on Preventative Maintenance Schedules

Work Request

Record of work that needs to be done, such as a bulb replacement or paint touch up

Each Record Type has its own Status sequence and fields.

Complete entries in each section.Required entries are indicated.

Many values populate automatically via workflows.

Basic
- Work Order: Automatically assigned
- Owner: Defaults to logged in user
- Description:
Information
- Asset ID: Equipment on which to perform the work.
- Account: Account record for whom the work is done
- Location: Specific location of the equipment
- Space: The Space record that requires work or the Space location from the selected Asset ID.
  
  Space is the Lowest level of the Building → Floor → Space hierarchy.
- Status: Current status of the work order.
  
  Accept the default, as the Status is updated automatically.
- Type: Category for the work order within its Record Type
- Priority: User defined
- Case: Assign the work order to a case
Detailed Comments
- Problem Description / Scope of Work: Overview of the requirements for the work
- Instructions: Rich Text field for including details of work to be done

Planning & Scheduling

Due Date: Original planned or scheduled date work expected to be completed
Assigned Vendor: The Account ID for the Vendor doing the work. The Account must be defined as a Vendor.
Planner: User planning the work
Service Region: Area for the work.Used for Crews.
Scheduled Start Date: Original date work planned to begin
Actual Start Date: Date work actually stared
Scheduled Completion Date: Planned date of work completion
Completion Date: Actual work completion date

Close Date: Date work is finalized

Completion Date typically indicates work is done, but a final inspection has not occurred.

Close Date means no additional labor or parts can be added to the Work Order and is typically after a final inspection.

Labor Hours

Initial Est Hours: Number of hours planned for the job

Entering more than 0 in Initial Est Hours prompts EAM to automatically add a Work Task for the Work Order.

The default value for this field is defined in the Work Order Parameters Custom Settings.

Actual Reg Labor Hours: Regular rate hours automatically calculated based on work tasks for the work order
Actual OT Labor Hours: Overtime rate hours automatically calculated based on work tasks for the work order
Actual DT Labor Hours: Double time rate hours automatically calculated based on work tasks for the work order

Accounting Details
- Expense GL Account: Populated from Equipment item, but can be overridden by the user. Main G/L account to use for expenses for this work order.
- GL Variable 1: Sub-ledger segment for assigning costs to a cost center
- GL Variable 2: Sub-ledger segment for assigning costs to a cost center
- GL Variable 3: Sub-ledger segment for assigning costs to a cost center
- GL Variable 4: Sub-ledger segment for assigning costs to a cost center
  
  These variables are customizable to the business. See G/L Variables.
Failure Analysis
- Downtime Hours: Hours Equipment item is unavailable due to work order
Geolocation
- Latitude
- Longitude

After creating the Work Order, use the Related tab from the Work Order to add
- Work Tasks
- Planned Stock items
- Miscellaneous Costs
- Labor Costs
- Inventory Transactions, including issuing Stock Items to the Work Order
- Files
Use the Related tab from the Work Order to review either of the following
- Approval History
- Work Order History

Access the Work Order record
From Quick Links or the Related tab go to Inventory Transactions and click New
Make the following entries:
- Stock Item: Select the Stock Item to issue to the Work Order
- Transaction Type: Defaults to Issue
- Transaction Qty: Amount issued from on hand quantity
  
  To return items to the Warehouse, enter a negative quantity.
- Bin Location: Select the Bin to take quantity from
  
  If left blank, the Stock Item’s Primary Bin location is used.
- Work Order: Select the Work Order to issue the inventory to
- Transaction Date: Defaults the current date, but can be changed
Click Save