Place a work planner entry onto a work order

This is only allowed for an entered roster planner entry or for a PM that is not yet on the roster. Note that the work planner is at the line level of the roster; selecting the option to place a roster onto a work order will take that specific line only.

Multiple selections can be made at once. Select multiple planner lines at once for a unit will allow you to place them all on the same work order.

1. At the EMMS main menu, select Maintenance | Work Planner. The Work Planner display screen appears.
2. Right-click on the line and select Place on WO. The Add to Work Order display screen appears.
3. To create a new work order for the activity:
   1. Fill in the fields as required.

      Employeeis the employee who will be responsible for the activity. You can click on the Prompt button to select the employee from a list.

      Priorityidentifies the importance of the task. It will default to the priority defined for the work roster entry. You can click on the Prompt button to select the priority from a list.

      Reasonidentifies why the work is being done. You can click on the Prompt button to select the reason from a list.

      Repair Facilityis the facility to which the work is assigned. It will default to the facility defined for the work roster entry. You can click on the Prompt button to select the facility from a list.

   2. Click New Work Order . If the unit has meters, the Enter Readings screen appears.
   3. Type in the meter readings and click Enter .
   4. Click Exit . The new work order will be created and you will return to the Work Roster by Repair Facility display screen where the new work order number will be displayed.
4. To add the activity to an existing work order:
   1. Fill in the fields as required.

      Employeeis the employee who will be responsible for the work. You can click on the Prompt button to select the employee from a list.

      Priorityidentifies the importance of the work. It will default to the priority defined for the work roster entry. You can click on the Prompt button to select the priority from a list.

      Reasonidentifies why the work is being done. You can click on the Prompt button to select the reason from a list.

      Repair Facilityis the facility to which the work is assigned. It will default to the facility defined for the work roster entry. You can click on the Prompt button to select the facility from a list.

      Work Orderis the number of the existing work order to which the activity should be added. You can click on the Prompt button to select the work order from a list.

   2. Click Enter . If the unit has meters, the Enter Readings screen appears.
   3. Type in the meter readings and click Enter .
   4. Click Exit . The activity will be added to the work order and you will return to the Work Roster by Repair Facility display screen.

What next?