Work Order Tracking / (CM) / (HSE) / (Tr) - Work Order tab

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

Tab / Table / Section	Attribute	Remarks
Work Order		Except (CM)
	Work Order	Identifies the work order.
	Location	Identifies the work order's location. This is not necessarily the asset's location, however, if an asset is entered, its location will default here
	Asset	Identifies the asset. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Configuration Item	Detail Menu {Select Value, Classification, Attributes, Go to Configuration Items}
	Feature	1. An object that exists on or alongside a linear asset that is not a point asset 2. Detail Menu {Select Value, Go to Features}
	Feature Label	Unique label used to differentiate features.
	Parent WO	Parent of the work order shown in the Work Order field. When this field is blank, the work order in the Work Order field is a top-level work order. To assign a work order to a parent, select Assign to New Parent from the Select Action menu.
	Classification	When you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Class Description	Description of the classification specified for this record
	Launch Entry Name	Detail Menu {Select Value, Go to Launch in Context}
	Feature Class	Identifies the GIS feature class that is linked to the work order.
	Site	Identifies the site.
	Class	Identifies the work order's class.
	Work Type	Identifies the work order's type. Some example types are: preventive maintenance, corrective maintenance, emergency maintenance, capital project, and event report.
	GL Account	General ledger account code to which work order costs are charged. The GL account consists of up to four components: cost center, activity, resource, and element, each separated by a hyphen. If the work order was generated from a PM, Maximo copies the GL account from the PM. This field is read-only if the Charge to Store? check box is selected.
	Failure Class	Failure class of the defined work asset. The failure class is the top level of the failure hierarchy.
	Problem Code	The problem being reported based on the defined Failure Class. This is usually the code in the second level of the failure reporting hierarchy.
	Storeroom Material Status	The availability status of storeroom materials on the current work order.
	Direct Issue Material Status	The availability status of direct issue materials on the current work order.
	Work Package Material Status	The availability status of all materials on the current work order and related child records. The status is determined by the planned materials on a work order. The completion of the child records does not always determine the overall status of the materials in the work package.
	Material Status Last Updated	1. The date and time that the material status was last updated. 2. Menu {Update Material Status}
	Attachments	1. Click "Attachments" to display "View Attachments" dialog 2. Icon {View Attachments, Add New Attachments {Add New File, Add New Web Page}, Add From Library}
	Status	Status of the work order, for example, in progress, waiting on material, waiting for approval, completed, or closed.
	Status Date	Date the work order status was last changed.
	Inherit Status Changes?	Specifies whether the work order's status will change when its parent work order's status changes. If the check box is selected (the default), the work order's status will change when the parent work order's status changes. If the check box is cleared, the work order's status will not change when the parent work order's status changes.
	Accepts Charges?	Check box specifies whether or not the work order accepts charges. If the check box is selected (the default), the work order accepts charges. If the check box is cleared, the work order does not accept charges, and you cannot enter charges on the work order.
	Is Task?	Specifies whether the work order is a task. If the check box is selected, the work order is a task. If the check box is cleared, the work order is not a task.
	Under Flow Control?	Flag used to indicate a records participation in flow control. When applied to a parent, it rolls down the hierarchy to all its child records.
	Suspend Flow Control?	Flag used to suspend and resume flow control on a parent record. Rolls down the hierarchy to all its child records.
	Flow Action	The action to be performed (if any) when the work order is started via process flow control
	Flow Action Assist?	Suppresses the automatic firing of the action in flow control
	Appointment Required?	Indicates if an appointment is required for the work order. Tasks that are created for this work order inherit this value, but can be modified.
Work Order		(CM) only
	Work Order	Identifies the work order.
	Asset	Identifies the asset. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Location	Identifies the work order's location. This is not necessarily the asset's location, however, if an asset is entered, its location will default here
	Work Location	Identifier of the Work Location that is to be responsible for the work.
	Work Type	Identifies the work order's type. Some example types are: preventive maintenance, corrective maintenance, emergency maintenace, capital project, and event report.
	Feature	An object that exists on or alongside a linear asset that is not a point asset.
	Feature Label	Unique label used to differentiate features.
	Parent WO	Parent of the work order shown in the Work Order field. When this field is blank, the work order in the Work Order field is a top-level work order. To assign a work order to a parent, select Assign to New Parent from the Select Action menu.
	Classification	When you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Class Description	Description of the classification specified for this record
	Launch Entry Name	Launch Entry
	Repair Facility Required	Indicates whether the repair location is required.
	Repair Facility	Specifies the repair facility location. A repair facility can take ownership of work orders from multiple sites in the same organization. User security can be configured to give permission to view work orders in multiple sites if the work orders are owned by a single repair facility.
	Repair Facility Site	The site for the repair facility.
	Build Item	Build Item Name
	Position	Build Item Position
	Maintenance Location	The maintenance location to which this work order is allocated.
	Reported Date	The date and time the work order was reported.
	Storeroom Material Status	The availability status of storeroom materials on the current work order.
	Direct Issue Material Status	The availability status of direct issue materials on the current work order.
	Target Start	Date and time the work is scheduled to begin.
	Related Discrepancy	Indicates whether this work order has an associated FLB discrepancy record.
	Deferrals	Specifies whether active deferrals exist for a work order. If the value is Y, active deferrals exist. If the value is N, no active deferrals exist, but inactive deferrals might exist.
	Work Package Material Status	The availability status of all materials on the current work order and related child records. The status is determined by the planned materials on a work order. The completion of the child records does not always determine the overall status of the materials in the work package.
	Material Status Last Updated	The date and time that the material status was last updated.
	MEL ?	Shows YES if there is an MEL associated with the current Work Order, NO otherwise.
	Current Number installed	Current number installed at time of MEL work order creation.
	Number Installed at WO Gen	Number installed at time of MEL work order creation.
	Number required	The number of required build items.
	Rectification period	The rectification period in days. Automatically populated according to the category selected. For example, an aircraft has two VHF radios and one of them fails; the minimum equipment list (MEL) category allows the operator to continue operating the aircraft for 3 days (the rectification period) providing that the other radio is serviceable (it may take only 15 minutes to actually fix the problem).
	Procedure type	The procedure type associated with the minimum equipment list (MEL) item. The available procedure types are O (operational) and M (maintenance).
	Attachments	1. Click "Attachments" to display "View Attachments" dialog 2. Icon {View Attachments, Add New Attachments {Add New File, Add New Web Page}, Add From Library}
	Status	Status of the work order, for example, in progress, waiting on material, waiting for approval, completed, or closed.
	Status Date	Date the work order status was last changed.
	Inherit Status Changes	Specifies whether the work order's status will change when its parent work order's status changes. If the check box is selected (the default), the work order's status will change when the parent work order's status changes. If the check box is cleared, the work order's status will not change when the parent work order's status changes.
	Accepts Charges	Check box specifies whether or not the work order accepts charges. If the check box is selected (the default), the work order accepts charges. If the check box is cleared, the work order does not accept charges, and you cannot enter charges on the work order.
	Is Task	Specifies whether the work order is a task. If the check box is selected, the work order is a task. If the check box is cleared, the work order is not a task.
	Parent WO	Parent of the work order shown in the Work Order field. When this field is blank, the work order in the Work Order field is a top-level work order. To assign a work order to a parent, select Assign to New Parent from the Select Action menu.
	Reference	Identifies the application in which a work order originated. If the value is WRKPKG, the work order is part of a work package.
	Reference ID	Identifies the work package to which a work order belongs.
	Site	Identifies the site.
	Under Flow Control	Flag used to indicate a records participation in flow control. When applied to a parent, it rolls down the hierarchy to all its child records.
	Suspend Flow Control	Flag used to suspend and resume flow control on a parent record. Rolls down the hierarchy to all its child records.
	Flow Action	The action to be performed (if any) when the workorder is started via process flow control
	Flow Action Assist	Suppresses the automatic firing of the action in flow control
	Appointment Required	Indicates if an appointment is required for the work order. Tasks that are created for this work order inherit this value, but can be modified.
Work Order > Completions		(HSE) only
	Completion Stage	The stage of completion of construction and commissioning activity. Valid values are in the PLUSGCOMPSTAGE domain.
	Test Type	The type of test that is being conducted. Valid values are in the PLUSGTESTTYPE domain.
	Test Certification	Indicates whether test certification is required. If this check box is selected, a certificate type is mandatory.
	Certificate Type	The type of test certificate that is required. The status of the certificate type must be Active. The certificate cannot be a personal certification.
	Technical Authority Type	1. The type of technical authority that is required for the test. Valid values are in the PLUSGTECHAUTHORITY domain. 2. Values {Asset Integrity, Commissioning, Completion, Construction, Electrical, HSE, Inspection, Instrumentation, Mechanical, Operations, Process}
	Technical Authority	1. The person who is the technical authority for the test. The person must be designated a technical authority in the People application. 2. Detail Menu {Select Value, Go to {People, People (HSE)}}
Work Order > Job Details		Section
	Job Plan	Identifies the work order's job plan. When you assign a job plan to a work order, Maximo copies the job plan operations, material, labor, and tool information to the work order's work plan. Maximo also copies job plan data into these fields: Interruptible?, Crew, Supervisor, and WO Priority. If there is an existing association between the job plan and a safety plan when the job plan is used on the asset or location, Maximo also copies the safety plan to the work order. In addition, Maximo automatically copies a single measurement point if there is an existing association between the asset on the work order and the point name on the job plan.
	Job Plan Revision #	Displays the revision number of the Job Plan the work order was generated with.
	PM	Identifies the preventive maintenance record from which the work order was generated.
	PM Revision	1.Revision number of the PM. Indicates how many times a PM has been revised. A PM that has not been revised displays 0 for the revision number. 2. (CM) only
	Safety Plan	Identifies the safety plan applied to the work order. When you associate a safety plan with a work order, Maximo copies all of the plans hazards and precautions, and hazardous materials information to the work order. Hazards and tagouts associated with the work orders assets will be copied when those assets equal those of the work order. If the hazard and tagout is not associated with a work asset, it will be copied to the work order regardless of the work orders assets. To edit this field you must remove the existing safety plan. When you remove a safety plan, Maximo removes all safety information except hazardous materials on the Materials sub-tab of the Plans tab; you delete this information from the Materials sub tab.
	Contract	Identifies the warranty contract for the asset.
	Inspection Form	The number of the inspection form.
	Inspection Result	The number of the inspection result.
	MSG-3	1. Indicates whether the record is related to MSG-3. If the record is related, then the MSG-3 fields are shown. 2. (CM) only
	Terminating Action Completed	1. Indicates that a terminating action is required. A terminating action defines a condition that is required in order for a recurring inspection to be terminated, for example, a certain level of physical wear is recorded. 2. (CM) only
	Terminating Action Instructions	1, Free text to describes the requirements of the terminating action. 2. (CM) only
Work Order > Asset Details		Except (CM)
	Asset Up?	Asset Status (Running-Not Running)
	Warranties Exist?	Specifies whether any warranties exist for the asset on the work order. If the check box is selected, warranties exist. If the check box is cleared (the default), there are no warranties for the asset.
	SLA Applied?	Specifies whether a Service Level Agreement (SLA) has been applied to the work order. If the check box is cleared (the default), no SLA has been applied. If the check box is selected, an SLA has been applied to the work order. To apply or select an SLA, use the Apply SLA or Select/Deselect SLA action from the Select Action menu.
	Charge to Store?	Check box that Indicates whether charges on the work order should be added to the asset record. If the check box is selected, the charges will be added to the asset; if the check box is cleared, the charges will not be added to the asset. If the asset on the work order is a non-capitalized rotating asset not located in an operating location or a storeroom, Maximo selects the check box; otherwise this check box is cleared.
	Current Value	Indicates the current value, based on depreciation schedules.
Work Order > Priority		Except (CM)
	Asset/Location Priority	Identifies the priority level copied from the asset or location record and used to schedule the work order. Values from 0-999 are valid, but we recommend limiting your range of values to 0-9, where 0 designates the lowest priority. We also recommend assigning priority values only to locations. Entering a value will update the CalcPriority field according to the calculation option in the PriCalc table. MAXIMO uses this value to update the Respond By date.
	Priority	Identifies the importance of the work order, from 0-999, where 0 is the lowest priority and 999 is the highest.
	Priority Justification	Describes why the work order received the priority it has been assigned. To enter or view additional information, click the Long Description button.
	Risk Assessment	Defines the risk level of the work order. Risk may be a numeric value or a term such as High, Medium, Low, or some other value based upon your business definitions.;
Work Order > Component Details		(CM) only
	Type	The predefined type of this asset. Read-only field from Asset.
	Manufacturer	Manufacturer Number, read-only field from Asset.
	Model	Model Number, read-only field from Asset.
	Serial#	Asset Serial Number, read-only field from Asset.
	Position	Position of an asset. From Model definition.
	Top Asset	Asset Number
Work Order > Costs		(CM) only
	Estimated Total Cost	Read-only field calculated by the system
	Actual Total Cost	Read-only field calculated by the system
	GL Account	General ledger account code to which work order costs are charged. The GL account consists of up to four components: cost center, activity, resource, and element, each separated by a hyphen. If the work order was generated from a PM, Maximo copies the GL account from the PM. This field is read-only if the Charge to Store? check box is selected.
	Accepts Charges	Check box specifies whether or not the work order accepts charges. If the check box is selected (the default), the work order accepts charges. If the check box is cleared, the work order does not accept charges, and you cannot enter charges on the work order.
	Charge to Store	Check box that indicates whether charges on the work order should be added to the asset record. If the check box is selected, the charges will be added to the asset; if the check box is cleared, the charges will not be added to the asset. If the asset on the work order is a non-capitalized rotating asset not located in an operating location or a storeroom, Maximo selects the check box; otherwise this check box is cleared.
Work Order > Address Information		Section
	Service Address	The address code identifies a service address. It must be unique by site for each service address.
	Formatted Address	This address is formatted according to the map provider's requirements and is updated when a location is found on the map tab. You can use the formatted address to search for addresses on the map tab.
	Street Address	The street address details of the service address, such as the house number, the street direction prefix, and the name of the street. Additional details can include the type of street, the street direction suffix, and whether the address is an apartment, a unit, or a suite.
	City	The city of the service address.
	State/Province	The state or the province of the service address.
Work Order > Calibration Details		Section
	Frequency	Number of time units (days, weeks, months, or years) to elapse between work orders you generate from this PM. The count begins at the value in the Last Target Start Date (if Use Target Start? is selected or Last Completion Date (if Use Target Start? is not the selected field. This value may differ differ from the Regulatory Frequency to facilitate scheduling. For example, a regulatory frequency of 31 days may have a frequency of 28 days.
	Frequency Units	Defines the time units (days, weeks, months, or years) for the Frequency field on time-based PMs.
	Calibration Overdue Date	Displays the over due date for the calibration, if the work order is not completed.
	Next Calibration Due Date	Identifies the date for the next calibration of the instrument. When a work order status is set to Complete or Closed, then the next calibration due date is added to this field.
	Loop Calibration?	Select this check box to identify the work order as a loop calibration. May be selected when a value is entered in the Location field.
	Physical Location	Enter a detailed description of the location of the asset or specify the location information using a hierarchy that you created. Using a hierarchy provides consistent identification and groups assets efficiently.
Work Order > Linear Segment Details		Section
Work Order > Multiple Assets, Locations and CIs		Table with "New Row", "Select" (Menu) and "Clear All" button. "Mark Row for Delete" icon is available in every row. Actions {Select {Assets {Select Value, Classification, Attribute}, Locations {Select Value, Classification, Attribute}, CIs {Select Value, Classification, Attribute}, From Routes, From Collections, From WO Hierarchies and Relationships}, Clear All}
Work Order > Multiple Assets, Locations and CIs > Details		Section
	Asset	An asset that is associated with the work order.
	Feature	An object that exists on or alongside a linear asset that is not a point asset.
	Feature Label	Unique label used to differentiate features.
	Location	A location that is associated with the work order.
	Configuration Item	A configuration item that is associated with the work order.
	Target Description	A temporary description of the group of assets, locations, or configuration items. For example, you have a work order to upgrade all of the company notebooks. You can enter a description of the group of notebooks until you can identify specific asset numbers for each notebook.
	Comment	Comment or further information pertaining to the asset, location, or configuration item.
	Total Work Units	Total Work Units, for all assets
	Sequence	The place of the asset, location, or configuration item in a sequential order. For example, you have a work order to inspect some train cars. The train cars are in sequential order and you must inspect each train car sequentially. You assign a number to each train car according to its place in that sequence.
	Mark Progress	Select this check box when you finish working with the asset, location, or configuration item.
	Site	The site that is associated with the asset, location, or configuration item.
	Inspection Form	The number of the inspection form.
	Inspection Result	The number of the inspection result.
Work Order > Multiple Assets, Locations and CIs > Linear Segment Details		Section
Work Order > Work Details		(CM) only
	Priority	Identifies the importance of the work order, from 0-999, where 0 is the lowest priority and 999 is the highest.
	Job Plan	Identifies the work order's job plan. When you assign a job plan to a work order, Maximo copies the job plan operations, material, labor, and tool information to the work order's work plan. Maximo also copies job plan data into these fields: Interruptible?, Crew, Supervisor, and WO Priority. If there is an existing association between the job plan and a safety plan when the job plan is used on the asset or location, Maximo also copies the safety plan to the work order. In addition, Maximo automatically copies a single measurement point if there is an existing association between the asset on the work order and the point name on the job plan.
	Safety Plan	Identifies the safety plan applied to the work order. When you associate a safety plan with a work order, Maximo copies all of the planÆs hazards and precautions, and hazardous materials information to the work order. Hazards and tagouts associated with the work orderÆs assets will be copied when those assets equal those of the work order. If the hazard and tagout is not associated with a work asset, it will be copied to the work order regardless of the work orderÆs assets. To edit this field you must remove the existing safety plan. When you remove a safety plan, Maximo removes all safety information except hazardous materials on the Materials sub-tab of the Plans tab; you delete this information from the Materials sub tab.
	PM	Identifies the preventive maintenance record from which the work order was generated.
	Label	Label associated with a build item.
	CM Item	1. Identifies a CM item. 2. Detail Menu {Select Value, Go to CM Item Master (CM)}
	Publication	1. Identifies a technical record. 2. Detail Menu {Select Value, Go to Technical Records (CM)}
	Reason for Repair	Code for the reason for a repair. Valid values are in the PLUSAPROBLEM domain.
	Work Accomplished	Work Order Work Accomplished
	Part Failure	Code for the type of a part failure. Valid values are in the PLUSAPARTFAILURE domain.
	Warranties Exist	Specifies whether any warranties exist for the asset on the work order. If the check box is selected, warranties exist. If the check box is cleared (the default), there are no warranties for the asset.
Work Order > Scheduling Information		Section
	Target Start	1. Date and time the work is scheduled to begin. 2. If the work order is generated from a PM, the date is supplied by the PM work order generation process.
	Target Finish	Date and time the work is scheduled to be completed.
	Scheduled Start	Date the work order is targeted to begin. If the work order is generated from a PM, the date is supplied by the PM work order generation process.
	Scheduled Finish	Date the work order is targeted to be completed.
	Start No Earlier Than	The earliest date at which work should start. Scheduled dates should be after this date.
	Finish No Later Than	The date that work should be completed by. Scheduled dates should be before this date.
	Requires Asset Downtime?	Indicates that the work cannot be performed while the asset is operating.
	Requires Location Downtime?	Indicates that the work must be performed when the location is not in use, and available for maintenance.
	Actual Start	Date and time the actual work began.
	Actual Finish	Date and time the actual work was completed.
	Duration	Estimated remaining number of hours needed to complete the work.
	Time Remaining	Indicates the number of remaining hours needed to complete the work. You can modify this value until the work order is closed.
	Predecessors	1. A non-persistent field to display the work orders predecessor work orders. 2. If Detail Menu icon is clicked, “Select Predecessors” is displayed for selecting work records to create precedence relationships with the current work record. The precedence relationships determine the scheduling order. Open work records within the same work hierarchy are displayed. To view a complete list of available work records, click “Select More Work Records” button.
	Include Tasks in Schedule?	Indicates that this work order's tasks will be included in the schedule view.
	Requires Asset Maintenance Window?	Indicates that the work must be performed during a dedicated maintenance window.
	Requires Location Maintenance Window?	Indicates that the work must be performed during a dedicated maintenance window.
	Percent complete by actual hours	Specifies the percent complete as calculated by actual hours vs. planned hours.
	Percent complete by tasks completed	Specifies the percent complete as calculated by tasks completed vs. planned.
	Physical percent complete	Specifies the user-defined percent complete as entered manually.
Work Order > Follow-up Work		Section
	Originating Record	Identifies the source record that was used to create this record.
	Originating Record Class	Originating record's class, for example: change, release, incident, problem, or work order.
	Has Follow-up Work?	Specifies whether the work order has follow up work. If the check box is selected, there is follow up work. If the check box is cleared (the default), there is no follow up work.
	Interruptible?	Specifies whether the work order is allowed to be stopped once the work has begun and then restarted. If the check box is selected, the work can be stopped. If the check box is cleared, the work cannot be stopped and restarted.
	Interruptible shift	Specifies the shift on which the work will be interrupted in the Graphical Scheduling application.
	Is Milestone?	Indicates if this Work Order is a milestone.
Work Order > Responsibility		Section
	Reported By	Identifies the person reporting the work order.
	Reported Date	The date and time the work order was reported.
	On Behalf Of	Identifies for whom this work order has been created. For example, if someone did not have access to a computer, another user could create the work order on behalf of that person. ;
	Phone	The phone number (usually a work site telephone number) associated with the work order. If the Reported By person has a phone number associated with it, that phone number is the default for this field.
	Supervisor	Supervisor of the work. Maximo copies this information from the job plan, if there is one. You also can select a supervisor.
	Crew	ID for a given crew within an craft
	Crew	Defines the Crew who will be copied to the work order created with this job plan.
	Lead	Lead person responsible for the work.
	Work Group	Identifies the person group responsible for the work. Person groups are set up in the Person Groups application.
	Vendor	Identifies the vendor responsible for the work.
	Crew Work Group	Resource pool that will perform the work order.
	Owner	The person currently responsible for the work order.
	Owner Group	The group currently responsible for the work order.
	Service Group	Defines the service group for the work order, for example: IT, production, facility, or fleet.
	Service	Defines the service for the work order, for example: customer support, painting, print, telecommunications, and welding.

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