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Maintenance and reliability training, innovation and education
Amanda Ortiz
Intro to Work Order Management
2© 2018 | Fluke Corporation.Company Confidential.
Intro to Work Order Management
Click to add subtitle here
3© 2018 | Fluke Corporation.Company Confidential.
WO Process Overview
History & Analysis
Resources
Manager / Engineer
Planner / Scheduler
Technician / Contractor
CMMS Administrator
Approve / Reject
Supervisor / Manager
Work Request Preventive Maintenance
Work Order Backlog
Parts
TasksAssets
PM Generation
Work Order
Labor Parts
WO Complete
WO Close
WO Charges
Misc
4© 2018 | Fluke Corporation.Company Confidential.
Creating Work Orders
To create a new corrective WO, navigate to the Work Orders table by clicking the “Work Orders” Tab at the left of the screen. From here we can directly add work orders into the system in one of two ways:● If you are on the list view, by clicking the “Plus” button at the top of the list; or● If you are on the detail view of a WO, click the “Add” button at the top left corner of the record. From here you can also add a Work Order
using the copy/add function (Down arrow next to the Add button).
5© 2018 | Fluke Corporation.Company Confidential.
Creating Work Orders
● By default, selecting an Asset for a WO is optional. However, always selecting an Asset will enable the system to build the History for each Asset, which will allow you to track costs, time spent and other valuable information.
● The “Assign to” contact will receive an email notification when a WO is assigned to him/her.
6© 2018 | Fluke Corporation.Company Confidential.
Adding Labor Charges
The system is designed to enable you to identify the costs for performing work and to associate those charges (Labor, Parts, Miscellaneous) with Assets. Adding labor charges will allow you to track the time spent on each Asset, as well as the cost associated with that labor.
7© 2018 | Fluke Corporation.Company Confidential.
Adding parts charges
Part charges is how you Issue parts from your Inventory to WOs. This transaction will adjust Inventory and will also associate costs with the WO and the Asset.
8© 2018 | Fluke Corporation.Company Confidential.
Closing Work Orders
Not everyone should have the ability to Closeout WOs. Make sure users that are allowed to close WOs understand that Charges need to be entered properly prior to closing them.
9© 2018 | Fluke Corporation.Company Confidential.
Work Order Request Process
10© 2018 | Fluke Corporation.Company Confidential.
Work Order Request Methods
● WO Requester accounts (users have their own Accounts)
● WO Request Link
● WO Request Creation through email
11© 2018 | Fluke Corporation.Company Confidential.
Work Requester Account
Milton Waddams
Michael Bolton
12© 2018 | Fluke Corporation.Company Confidential.
WO Request Account
13© 2018 | Fluke Corporation.Company Confidential.
Work Order Request Link
● eMaint sets up the link (with access to a specific Requester only account)http://x35.emaint.com/wc.dll?X3~emproc~AUTOLOGIN~&USERNAME=EMAINT98&PASSWORD=EMAINT98&URL=wc.dll?X3~emproc~datarecord~!!ACTION=ADD!!TABLE=REQUEST!!KEYFIELD=REQUESTNO!!GOTO=0!!NEXT=0!!PREV=0!!LIST=0!!GOTO=0!!WIND=0
● You can establish a hyperlink or shortcut link on your Web site to the URL provided by eMaint
● When a person clicks this link (on your site or on their desktop), a new Work Request form will display.
14© 2018 | Fluke Corporation.Company Confidential.
Work Order Request Link
15© 2018 | Fluke Corporation.Company Confidential.
Work Order Request via email
● eMaint creates an email address, which your users can use to send WO Requests (example: [email protected]).
● eMaint configures your account to receive those emails as WO Request Records.
● When a person sends an email to [email protected], a WO Request record is created and it will appear on the Request list.
16© 2018 | Fluke Corporation.Company Confidential.
Work Order Request Via Email
17© 2018 | Fluke Corporation.Company Confidential.
Request Examples
18© 2018 | Fluke Corporation.Company Confidential.
Thank you!
