Service-Installations

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You can also create work orders for products that require service/installations manually by following these steps:

Navigate to the Maintenance app > Maintenance Schedule
Once in the Planner sub tab of Maintenance Schedule, you can track the capacity planning overview of the selected work center, a resource group or a resource.
To create a new work order, click the “+Work Order” button located on the top right corner.
Enter the Name of the work order and the Start and Expected Dates.
If the work order being created is associated with a sales order, select “Sales Order.”
Select the Product of type SST to maintain and select the type of work order
Enter the Quantity, the Production Version and the Routing.
Click the “Schedule Work Order” button to create the work order.

On the scheduler subtab of the Maintenance schedule, view the Gantt chart of work orders, work centers, and resources upon selecting the view.

To view the Gantt chart in various views like Time, Day, Week, Month and Year view, select the view options from the section above the Gantt chart.
To reschedule the work order associated to the individual operation, simply drag and drop it the available new date/time. The changes are reflected in the work order record.
To mark the percentage of progress of each work order, select the slider icon and drag it to display the progress.
To make further changes to the work orders, double-click the work order you will be presented with a job execution page
Click the work order, on the Job Execution, make the necessary changes and click the “Save” button.

To carry out the work order click on the Builder subtab of the maintenance schedule tab.
Click the “Start” button to carry out the maintenance order.
Click the work order under each process cycle to carry out the job execution of each Action/Task associated with the work order.
Once in the Worksheet tab of Job Execution, you can track the Actions/Tasks that are already filled in and create a new Action/Task.
To carry out the Action/Task, select the action/task and click the “Start” button. Once the action/task has been started you can pause, finish and stop the Action/Task.

To create an action/task for a specific work order, click the “New” button.
To make further changes to the Action/Task select the down arrow on the right-hand side and click the “Edit” button.
Click the “Save” button after making necessary changes.
Click the “Previous” and “Next” button to view or start the Action/Tasks.
To view the drawings of the action/task click the Drawings tab.
The Time Tracking tab lets you track the time and duration of each Action/Task.
Click the Resources tab to allocate the resource for the selected Action/Task.

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