Add and Edit Work Orders

The following topics are covered in this article:

Create a Work Order

1. Click on + Add new work order

2. Fill in the necessary information. The same window will appear as described in the following text about how to edit a work order

3. Click Save

Edit Work Orders

There are two places that indicate where to find relevant information in a work order: the edit (General tab) view and the Activities view.

Edit-view has general information such as the name, necessary qualifications, and planned times. Activities-view has all the planned and completed activities.

1. Click + Add new work order and add the necessary information

When adding a work order, an edit-window will be opened.

When planning data has already been filled in, the work order has the status of "Being planned". When the information is correct and complete, the work order can be dispatched. This means that the planning is finalized and the work order status will change to "Planned". It is possible to manually plan the work orders here; however, this is much easier in the planning mode. An overview of all the planned work orders is available in the planning menu.

Here it is necessary to fill in the following information:

Info

Input Label	Mandatory	Description
Name	✅	The name is the title of a work order.
ID	✅	The ID is a unique value to identify the work order.
Work order type	✅	The work order type is the configured list of possible kinds of work orders.
Priority	✅	The priority is the configured list of possible precedence's.
Work package	❌	The work order package the work order should be assigned to
Planning status	❌	The planning status shows the work order status in the Execution tool and will be changed by the users, depending on its status. This list can be configured by Admins.
Planned start and finish date	❌	This is the actual planned start and finish date which should be in between the earliest start date and the latest finish date.
Actual start date	❌	The date that work began on the work order. Automatically updates to match the earliest start date of a completed activity.
Actual finish date	❌	The date that work finished on the work order. Automatically updates to match the latest finish date of a completed activity.
Earliest start date	❌	The earliest start date is the first possible date the planning of the work order can start.
Latest finish date	❌	The latest finish date is the due date of finishing the work order.
Work order progress percentage	❌	The work order progress is linked to the planning status and will be updated accordingly.
Additional client work	❌	Here you can toggle on/off additional client work.
VO number	❌	This is the number of the variation order which is a change in the scope of work.
VO agreed with	❌	This indicates with whom the variation order is agreed.
VO signed	❌	If the checkbox is ticked, the VO is signed

Connections

Input Label	Mandatory	Description
Site	✅	The site is the name of the wind farm/project, here all sites are visible and filled in the site-tab.
Asset	❌	The asset list contains all wind turbines and substations of the wind farms.
Subassembly	❌	The sub-assembly is a related part, here all subassemblies of the selected asset are available.
Component	❌	The component is the related part, here are all components of the selected asset or subassembly.

Estimation

Input Label	Mandatory	Description
Estimated manhours	❌	Total time in hours that the work order is expected to require.
Completed manhours	❌	Total time spent on all activities
Remaining manhours	❌	The remaining duration in hours for the work order.
Time registered	❌	The total time registered across all activities within this work order.

Requirements

Input Label	Mandatory	Description
Transport types allowed	❌	The allowed transport type defines which transportation can be used for doing the work order.
Required skills and skill groups	❌	The required skills define a number of single or grouped skills necessary for completing the work order.
Minimum number of personnel	❌	Here you can indicate the minimum number of personnel required.
Quantity	❌	Here, you specify the quantity of skills required.

Tasks

Input Label	Mandatory	Description
Activity category	✅	The type of activity the task falls under.
Subassembly	❌	Subassemblies of the asset you have selected in the Connections section are available here.
Estimated hours	❌	Estimated amount of time in hours required to complete the task.
ID	❌	Auto-generated unique identifier.
Description	❌	Optional additional remarks.

Activity Categories

Input Label	Mandatory	Description
Activity categories	❌	The types of activities that take place under this work order.

Work Order Dependencies

Input Label	Mandatory	Description
Previous work order	❌	Related work orders that need to be completed before this work order can start.
Next work orders	❌	Related work orders that follow this work order.

Custom Fields

The custom input fields are text-based only and can be added and edited in Account settings > Work Orders > Custom fields.

Comments

Input Label	Mandatory	Description
Public comments	❌	Comments visible to everyone
Internal comments	❌	Comments visible only internally

2. Click Save

3. Open a work order with the Edit button. Edit the work order information and click save when done.

Work Order AI Summary

There is an option to create an AI summary that includes key details, possible issues, and other relevent information regarding the work order. Open a work order and navigate to the "Insights" tab. Once you click the "Generate AI Insights" button in the bottom right, the engine will scrape the work order data and deliver a general overview of the work order:

This field is editable, which will allow users to make any updates they feel are relevant prior to saving the text. Once the tab is saved using the "Save" button located at the bottom right, other users will be able to view the summary when they open the work order.