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Conditions Necessary for Various Fields to Populate on PM-Generated Work Orders

Question & Answer


Question

Are there conditions necessary for various fields to auto-populate on PM-generated Work Orders?

Cause

When Work Orders are generated from PM records, certain conditions are necessary for some fields to auto-populate with values.

Answer

Conditions for Work Order Field Population on PM-generated Work Orders:

WORKORDER.PARENT
On a PM with a Route, where child Work Orders are generated:
-Will populate on the child Work Orders

On a PM with a Route, where Entries in the Work Order's Multi-asset, Location and CI Table are generated:
-Will not populate/Not applicable

On a PM with a Route, where Work Order Tasks are generated:
-Will not populate/Not applicable

WORKORDER.DESCRIPTION
-Will populate with the Description value from the PM, even if there is an associated Job Plan with a Description

-Will populate with the Description value from the Job Plan if there is no Description value on the PM
Note: On a Route Stop/Child Work Order, the Description will populate with the Asset/Location Description

WORKORDER.WORKTYPE
-Will populate on all Work Orders if the Work Type is specified on the PM

WORKORDER.PMNUM
-Will populate on Parent Work Order only when a Route is used on the PM; will not populate on child Work Orders/Route stops

-Will populate on Parent Work Order only when a Job Plan is used on the PM(with or without a Route); will not populate on child Work Orders/Task Work Orders

WORKORDER.CREWID
-Will populate with the Crew value from the PM

-Will populate with the Crew value from the PM, even if there is an associated Job Plan with a (different) Crew value

-Will populate with the Crew value from the Job Plan only if there is not a Crew value on the PM

WORKORDER.SUPERVISOR
-Will populate with the Supervisor value from the PM only;

-Will not populate with the Supervisor value from Job Plan, even if the Job Plan is on a PM;
If there is no Supervisor on the PM and you want the Supervisor from a Job Plan to be carried over to the Work Order generated from the PM, then you need to create a Crossover Domain from Job Plans to PMs. This domain will copy the Supervisor from the Job Plan to the PM, so it can then populate the Work Order.

Summary: The only way a Supervisor value will be populated on a PM-generated Work Order is when there is a Supervisor value on the PM.

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Document Information

Modified date:
17 June 2018

UID

swg21902867