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Creating and Closing a Work Order


This article describes how to create a work order, schedule and assign it, and finally close it in EnOS Work Management.

Note

Work Management supports configuring custom fields and workflows. This article uses the default fields for its example, which may be different from your actual interface.

Scenario Descriptions


In daily maintenance work, the manager discovers that devices need to be overhauled, creates a device O&M work order, and assigns this work order to an operator. After the work order is created, the manager needs to schedule it. After being assigned a work order, the operator views and executes it according to the instructions it contains.

Tutorial Objectives


This tutorial will teach you how to create, assign, schedule, and complete work orders using Work Management.

Prerequisites


There are two EnOS accounts assigned as manager and operator, respectively, and they have the following permissions. If not, please contact the application administrator.

  • You already have Work Orders and Service Requests menu permissions.
  • You already have WMT Demo asset permissions.

Tutorial Unit


Unit 1: A Manager Creates a Work Order and Completes Work Order Scheduling


In this step, the manager will create a work order, set the work order technician as the operator, and schedule the work order.

Step 1: Creating a Work Order


  1. Log in to the EnOS Application Portal with an account with Manager role permission and select Work Management.
  2. In the left navigation bar, select the Work Orders menu to enter the work order list.
  3. Select New to enter the work order creation page, and enter the following information:
    • Subject: Check device O&M state.
    • Description: Check device O&M state.
    • Site: WMT demo - Wind Site - WF007.
    • Devices: Wind Turbine Basic - DemoEnvisionDoubleFed 2. X 20.
    • Work Order Type: Preventative Maintenance.
    • Technician: Account B.
  4. Select Save to complete work order creation.

Step 2: Complete Work Order Scheduling


  1. In the left navigation bar, select the Work Orders menu to enter the work order list.
  2. Locate the work order created in step 1 and select Process to schedule:
    • Planned Start: select today.
    • Planned End: select today.
  3. Select Transition, and then in Complete Workflow Assignment, select Dispatch Work Order.
  4. Select OK to complete the work order scheduling.

Unit 2: An Operator Processes and Closes a Work Order


In this unit, the operator will begin processing and completing a work order.

Step 1: Start Processing Work Order


  1. Log in to the EnOS Application Portal with an account with the Operator role permission, and enter the Work Management application.
  2. In the left navigation bar, select Work Orders to enter the work order list.
  3. Select My Work in the upper left corner, select the newly created Check device O&M state work order, and enter the work order details.
  4. Select Transition at the top of the page, and in the pop-up, select Start Working.
  5. Select OK to start work order processing.

Step 2: Complete the Work Order


  1. In the left navigation bar, select Work Orders to enter the work order list.
  2. Select My Work in the upper left corner, select the newly created Check device O&M state work order, and enter the work order details.
  3. Fill in Actual Cause and Resolution Notes.
  4. In the Files tab, select Upload, select Take Photo, then take a photo and upload it.
  5. Select Transition at the top of the page, and then select Close Work Order in the pop-up.
  6. Select OK to complete the work order.