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Building Operations / On Demand Work / Supervisor
Building Operations / Preventive Maintenance / Supervisor

Issuing Work Requests and Work Orders

Note: This topic covers both Preventive Maintenance and On Demand work orders. Issuing work orders and work requests operates similarly in both applications; the only differences are the names of the tasks and tabs: for PM, the tasks are "Issue Work Orders" and "Issue Work Requests" and for On Demand, the tasks are "Issue and Print Work Orders" and "Issue and Print Work Requests."

Work requests can be manually or automatically assigned to work orders. The next step is to issue and optionally print your work orders for execution by running one of these tasks:

Once a work order is issued, it is considered to be an active work order.

Note: If you expect to see an on demand work request in your queue for issuing and it is not present, the system may have automatically assigned it to a work order and issued it. An SLA can call for auto-assigning work requests to work orders and optionally auto-issuing work orders.

Issuing Work Orders

To issue a work order:

  1. Select the Issue and Print Work Orders/Issue Work Orders task.
  2. Select a work order and the system displays the Issue and Print/Issue tab page, from which you can review the work order and its work requests.
  3. You can check on the schedule for the current work order by clicking the "View Schedule" button on top of the tab page. This presents the "Schedule" tab page, giving you all schedule information.
  4. Click the "Issue Work Order" button to issue the work order.

Issuing Work Requests

If your site hides work order information so that you focus on work requests, follow this procedure:

  1. Select the Issue and Print Work Requests/Issue Work Requests task.
  1. If you do not need to see details about the work requests, select a set of work requests from the generated list and choose "Issue Selected." You can choose work requests assigned to different work orders if you wish.

    2. If you choose a work request whose work order has other assigned work requests, the system will prompt you to also select the other assigned work requests. You can use the Assigned to Work Order column to view the work order information and locate all requests assigned to the same work order.

  2. If you wish to see details about a work request, click the Select button and the system presents details about the work. Click the "Issue Work Order" button to issue this work request's work order.

    3. If this work request's work order has other assigned work requests, the system will issue those work requests as well.

Canceling Work Requests 

You may find that you need to cancel a work request.

You can do so from the "Issue and Print" tab by selecting a work request and choosing the Cancel Selected button. If all work requests assigned to a work order are canceled, the system will automatically cancel the work order.

See also

Print Work Orders