Work Order Tracking / (CM) / (HSE) / (Tr) - Actions
Actions
| Dialogs
| Hierarchy
| Work Order
| Plans
| Assignments
| Related Records
| Actuals
| Activities
| Measurements
| Axle Configuration
| Safety Plan
| Log
| Data Sheet
| Failure Reporting
| Specifications
| Service Address
Actions
| Action | Listing / Record Only | Remarks |
|---|---|---|
| New Work Order | ||
| Save Work Order | Record | “Problem Already Reported” dialog is prompted for potential duplicate |
| Clear Changes | Record | |
| Change Status | ||
| Select Owner | ||
| Take Ownership | ||
| Create KPI | Listing | |
| Approve Work Order | ||
| Initiate Work Order | ||
| Complete Work Order | ||
| Close Work Order | ||
| Create Report | ||
| Generate Warranty Claims | (Tr) only | |
| Recent Repairs | Record | (Tr) only |
| Repeat Repairs | Record | (Tr) only |
| Create Report | ||
| Unlink GIS Feature | Work Order Tracking and (Tr) only | |
| Delete linked GIS Feature | Work Order Tracking and (Tr) only | |
| Simulate Dynamic Job Plan | Record | |
| Open Work Orders associated with Deactivated PM | Record | (CM) only |
| Work Order Hierarchy > Create Work Order Hierarchy | Record | (CM) only |
| Work Order Hierarchy > Add Work Orders | Record | (CM) only |
| Work Order Hierarchy > Remove Work Orders | Record | (CM) only |
| Deferrals | Record | (CM) only |
| Install / Remove Asset | Record | (CM) only |
| CM Rules | Record | (CM) only |
| Apply SLAs | Record | Except (Tr) |
| View SLAs | Record | Except (Tr) |
| Select / Deselect SLAs | Record | Except (Tr) |
| SLAs > Apply SLAs | Record | (Tr) only |
| SLAs > View SLAs | Record | (Tr) only |
| SLAs > Select / Deselect SLAs | Record | (Tr) only |
| Plans > Create Job Plan from Work Plan | Record | (Tr) only |
| Plans > Remove Work Plan | Record | (Tr) only |
| Plans > Select Safety Hazards | Record | (Tr) only |
| Plans > Remove Safety Plan | Record | (Tr) only |
| Change Work Order Options | Record | |
| Create Discrepancy | Record | (CM) only |
| Create > Work Order | Record | |
| Create > Service Request | Record | |
| Create > Incident | Record | |
| Create > Defect | Record | (HSE) only |
| Create > Investigation | Record | (HSE) only |
| Create > MOC Request | Record | (HSE) only |
| Create > MOC | Record | (HSE) only |
| Create > Problem | Record | |
| Create > Change | Record | |
| Create > Release | Record | |
| Create > Communication | Record | |
| Create > Event | Record | (CM) only |
| Create > Risk Assessment | Record | (HSE) only |
| Create > Permit to Work | Record | (HSE) only |
| Create > Bypass | Record | (HSE) only |
| View > Work Order History | Record | |
| View > Installation and Removal Transactions | Record | Work Order Tracking and (Tr) only |
| View > Costs | Record | |
| View > Entire Plan | Record | |
| View > PO Information | Record | |
| View > Recent Repairs | Record | (Tr) only |
| View > Repeat Repairs | Record | (Tr) only |
| View > Warranties | Record | |
| View > Installation and Removal Transactions | Record | (CM) only |
| Create Job Plan from Work Plan | Record | Except (Tr) |
| Change Asset Condition | Record | (Tr) only |
| Warranty Claims > Generate Warranty Claims | (Tr) only | |
| Warranty Claims > View Warranty Claims | Record | (Tr) only |
| Remove Work Plan | Record | Except (Tr) |
| Reevaluate Qualifications | Record | (Tr) only |
| Select Safety Hazards | Record | Except (Tr) |
| Repair Order Invoices > Create Repair Order Invoice | Record | (Tr) only |
| Repair Order Invoices > Approve Repair Order Invoice | Record | (Tr) only |
| Repair Order Invoices > Cancel Repair Order Invoice | Record | (Tr) only |
| Remove Safety Plan | Record | Except (Tr) |
| Quick PM | Record | (Tr) only |
| View Quick PMs | Record | (Tr) only |
| Auto-Create WO (Spatial) | Work Order Tracking and (Tr) only | |
| Apply Route | Record | |
| Enter Meter Readings | Record | |
| Report Downtime | Record | |
| Manage Downtime History | Record | |
| Assign to New Parent | ||
| Move/Modify Assets | Record | (Tr) only |
| Move/Swap/Modify | Record | |
| Modify/Delete Work Log | Record | |
| Edit History Work Order | Record | BMXAA4551E - The Edit History action is available only when the work order has a status of Closed. |
| Create Work Package | Listing | |
| Reschedule/Unassign Assignments | Listing | |
| Copy Doclinks to Work Order | Record | |
| Attachment Library/Folders > Manage Library | ||
| Attachment Library/Folders > Manage Folders | ||
| Attachment Library/Folders > Associate Folders | ||
| Duplicate Work Order | Record | |
| Delete Work Order | Record | |
| Add to Bookmarks | Record | |
| Check Tool Status | Record | |
| Review Data Sheets | Record | |
| Tool Spot Check | Record | |
| View Calibration History | Record | |
| Run Reports | ||
| Cognos Analytics | ||
| Enter Inspection Results | Record | |
| Apply the dynamic calculation | Record | |
| Match Job Cards to Work Orders | Record | Work Order Tracking, (Tr) and (CM) only |
| Work Order Hierarchy > Create Work Order Hierarchy | Record | Work Order Tracking and (Tr) only |
| Work Order Hierarchy > Add Work Orders | Record | Work Order Tracking and (Tr) only |
| Work Order Hierarchy > Remove Work Orders | Record | Work Order Tracking and (Tr) only |
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