Creating a Work Order

Modified on Tue, Aug 20 at 10:14 AM

In SOMAX, a work order is a document that describes tasks to be completed. It contains information such as:

who will be completing the work
what specific tasks must be done
what asset the work must be done on
how long the work may take

There are two methods to create work orders: using On Demand Procedure and Describe What You Need.

On Demand Procedure, is a pre-existing procedure that will automatically fill out what needs to be done.

See Adding an On Demand Work Order Procedure for more help.

Describe What You Need, is where you manually describe what needs to be done.

Finally, a work order may also be created through approving a work request. This can only be done by administrators or full users of your organization. For more help with this, see Approving/Denying Work Requests.

Creating a Work Order

Either click +Add New at the top right and then Work Order or from the left sidebar, click Maintenance, then Work Order, then Search, and then New Work Order.
Select the method you would like to use to create your work order: On Demand Procedure or Describe What You Need
If you selected On Demand, fill out the procedure, type, and which asset you would like to charge the work order to. These are the only required fields. If you selected Describe What You Need, fill out the type, description, asset you would like to charge the work order to, and the priority. The charts below will describe each field for you.
Select Save.
The new work order should now be created, and the work order overview page should appear. For more help navigating its contents, see About Work Orders.

Field (On Demand)	Description
On-Demand Procedure	This is the procedure template you would like to use for this work order.
Type	This is the type of work order you would like to create.
Charge To	This is the asset you would like the work to be done on.
Priority	This is the degree of risk associated with the asset you would like the work to be done on and the potential consequences there may be if the work is not completed.
Required	This is the date by which the work must be done.

Field (Describe)	Description
Type	This is the type of work order you would like to create.
Description	This is a description of the work that must be done.
Charge To	This is the asset you would like the work to be done on.
Down Required	When Checked this indicates the Asset must be down to perform the work
Priority	This is the degree of risk associated with the asset you would like the work to be done on and the potential consequences there may be if the work is not completed.
Required	This is the date by which the work must be done.