Work Orders

The Work Orders tab enables you to associate a work order with a capital project. The field in the top section of this tab defines the data that displays.

Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on capital project ID, description, capital project type ID, capital project status ID, capital program ID, and capital priority ID, among other values.

Detail View Header

Capital project ID

Identifier of the capital project currently displayed in the grid or that you are defining. Maximum field length is 30 characters. May include some special characters (such as an ampersand: &). This field has a list box. The project description displays to the right of the ID. This field is required.

Note: If auto-numbering is enabled, a project ID is generated automatically when a project type is entered. Automatic numbering for project types is activated on the Basic Info tab of the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Project Types screen.

Detail View

Delete

To delete the entries in the fields to the right, place a check in this field and click Save. Work orders associated with capital projects may not be deleted.

WO location

Identifier of the shop where the work is being performed. This field has a list box of locations that support work orders.

-year

The year (in YYYY format) printed on the work order.

-number

The work order number. This field has a list box of work orders for the specified location and year with a status of PENDING, OPEN, PLANNING, or WORK FINISHED.

Equipment ID

Identifier of the equipment unit. If a work order ID is entered, this field auto-populates. If you specify an equipment ID, it must be active and valid for work orders and must match the work order equipment ID if a work order is entered. This field has a list box of active status equipment (including linear assets) that are authorized for work orders. This field is optional.

Project phase ID

The ID of the of project phase. This field has a list box.

Parent work order ID

The ID of the parent work order.