How do I use the Work Order Template Table?

Work Orders can be generated from Work Order Templates in two ways:

1: From the Work Order Template screen.
A: Open the Work Order Template Screen.  From the Main Menu select File-> Open-> Work Order-> Templates.

B. Range the templates that will be used to generate work orders.  Work orders are generated one for one, i.e., one work order will be generated for each template in the range.

C: Select the Work Order Template menu item “Create Work Orders”.

2: From the Work Order screen.
A: Select the Work Order menu item “Generate from Templates” as shown below:

B: A dialog will appear.

Multiple work orders are generated based on the information provided by the user in the dialog.
1: First pick the location of the Assets for which you want to generate Work Orders.
2: Then pick how to generate them, one work order per Asset or one work order per Catalog.
3: Last, select “Ok” to generate the Work orders.

When the “Ok” button is selected, an internal list (either of Assets or Catalogs) is created taken from all of the assets at the specified location. A single Work Order is possibly generated for each entry in the list, but only if the entry has a corresponding Work Order Template.  It is possible that no Work Orders will be generated if no matching Work Order Templates have been made.

For example, note the following information filled out in the screen below.  In the Democo database there are 18 different assets utilizing 10 different catalogs at the location specified by room tag L0000800.

If ‘one for each asset’ is selected, there is the potential to generate 18 work orders. If ‘One for each Catalog’ is selected, there is the potential to create 10 Work Orders.  The Democo database sample data doesn’t have any Work Order Templates with any of the asset #’s at that location, neither does it have any templates for the catalogs.  So in this case, no Work Orders would be generated.

Let us assume that among the 18 assets, that this location has an asset with asset # “FA0000625900” and asset # “FA0000619300”, both using catalog “SE4100” and you want to generate Work Orders.  Proceed to the Work Order Template screen.  Create or select an existing Work Order Template.  Work Order Templates have fields to enter a specific Asset # and a specific Catalog Code and Number.

If a Work Order template is created with only asset # “FA0000625900” filled in (and the catalog left blank), then a single work order would be generated for that asset #.  If the Catalog Code and Number are filled in (and the Asset # left blank), then two Work orders are created, since there are two assets with that catalog.

There is a special case if both the Asset # and the Catalog are filled in.  In this case a work order is generated for each asset that matches the catalogs even if the asset #’s do not match.