A Typical Scenario of Work Order

Description

This scenario is a normal workflow of a work order (WO). The WO will go through Open, Planning, Execution, Review, Closed.

A WO can be created from the following Security Groups: Asset Manager, Operation Manager, Operation Staff, Technician and Work Manager.

Steps:

1. As an Operation Manager, user12 login to BaseEAM and add a new WO
   
   
   
   BaseEAM will auto fill out some data fields based on the current user information.
   
   
   
   
2. Fill out the applicable data fields, * denote for required fields.
   
   
   
   
3. Click Submit, add comments, then BaseEAM will route this WO assignment to WorkMangers for planning.
   
   
   
   
   
   The WO’s status changed to Planning and assigned to WorkManagers: user5, user6.
   
   
   
   They will receive notifications via Email, SMS, or Push Notification (mobile app) if the information was setup properly in BaseEAM.
   
   
   
   
4. As a Work Manager, user5 login to BaseEAM and see there’s a new WO assignment on Dashboard/My Assignments.
   
   
   
   Then click Details button to start planning for this WO.
   Add Expected Start Date Time and Due Date Time for this WO.
   
   
   
   
5. Add Plan Labor
   On Costing tab / Labor tab, click Add new
   
   
   
   Fill out the applicable data fields (leave out the Actual section, this is for Technician to fill)
   
   
   
   You can select Technician Matching = Shift to load technicians that work on shifts relevant to this WO’s Expected Start Date Time
   
   
   
   Then click Save to commit changes.
   
   
   
   
6. Add Plan Materials & Tools
   Add Materials
   On Costing tab / Materials & Tools tab, click Add New
   
   
   
   Fill out the applicable data fields (leave out the Actual section, this is for Technician to fill)
   
   
   
   Then click Save to commit changes
   
   
   
   Add Tools
   Do the same above steps to add a tool and plan tool hours
   
   
   
   
   
   
7. You can add Service Items if this WO need services from external vendor
   
   
   
   
8. You can add other costs if have
   
   
   
   
9. Add Tasks
   Each task represent a step in executing this WO.
   Click Add New to add a Task
   
   
   
   Fill out the applicable data fields (leave out the Task Completion section, this is for Technician to fill)
   
   
   
   You can add attachments as a guidance documents for this task.
   Then click Save to commit changes. (we added one more Task in this case)
   
   
   
   
10. At this point, Work Manager (user5) has finished Planning phase, she can release this WO to execution
    Click Release, then Add Comments
    
    
    
    
    This WO assignment will be assigned to technicians to execute. In this case, user7 (that is specified in Labor tab) will receive notifications about this WO assignment.
    
    
    
    
11. As a Technician, user7 login to BaseEAM and see there’s new WO assignment on Dashboard/My Assignments tab
    
    
    
    Click Details to view WO’s details and start executing.
    Then user7 need to log her works on this WO.
    
12. Enter meter reading
    Enter new reading value and date, then click Save Changes.
    
    
    
    
13. Issue Materials & Tools
    On Materials & Tools tab, click Issue Materials
    
    
    
    As Inventory Manager, user2 can login and see the new issue. Then she can approve for it.
    
    
    
    Do the same to Issue Tools.
    
14. Complete Tasks
    Fill out the applicable data fields in Task Completion section.
    
    Then click Save to commit changes
    
    
15. Enter Actual Cost for Materials & Tools
    For Materials, enter Actual Quantity
    
    For Tools, enter Actual Tool Hours
    
16. Enter Actual Cost for Labor
17. Enter Actuals information
    
    Then click Save
    
18. If you want to create a follow-up WO you can add it in the Related tab
    
19. At this point, user7 has completed the WO.
    Click Complete, the Add Comments if have.
    
    This WO assignment will be routed to WorkManagers to review. In this case user5, user6 will receive notifications about this assignment
    
20. As a WorkManager, user5 login to BaseEAM and see there’s a new WO assignment need to be review on Dashboard/My Assignments tab.
    Click Details to view WO’s details.
    
21. Click Accept to close this WO
22. For tools, the technician (user7) needs to return it back to the store. And the InventoryManager can handle this.
    As an InventoryManager, user2 can create a Return document for this tool and the Approve for it.