Editing a Work Order

Modified on Fri, Aug 23 at 11:02 AM

This article describes how to edit a Work Orders information.

For more help editing or adding other information about work orders, see:

Editing a Work Order

From the left menu, select Maintenance, then Work Order, then Search.
Select the work order you would like to edit. This should direct you to the work order overview page. If you cannot find your work order, check your settings and filters. For more help, see Filtering and Viewing Work Orders/Requests.
Scroll down to the work order form fields and select Edit.
Edit the work order form fields as needed. For more information about each field, see the chart below. Please note that some fields are updated automatically and cannot be edited directly.
Select Save.

Work Order Form Fields

Field	Description
Status	This is the status of the work order and it automatically filled by SOMAX based on the actions taken to create, schedule, approve, or complete a work order. For more help changing status, see: Creating a Work Order Approving a Work Request About Labor Scheduling Completing a Work Order Canceling a Work Order
Shift	What shift or time of day you scheduled the work order for.
Type	Type of maintenance needed. Possible options can be created in the work order Lookup Lists.
Description	Details about the work you would like completed
Down Required	When this is Checked 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.
Account	Account the work order is charged to
Charge To	The asset ID you would like the work to be done on.
Charge To Name	This is the name of the asset and updates automatically when you edit the Asset ID under the field "Charge To"
Required	Date the work order is required to be completed by
Work Status	What needs to be done to progress the status (ie: Ready to be scheduled, waiting on parts)
Source Type	The SOMAX type this work order was created from Ex: PM or Work Request
Scheduled Start Date	This is the date you scheduled the work order for. For more help, see: About Labor Scheduling
Scheduled Duration	Estimated time it will take to complete the work order
Failure Code	Type of Failure that occurred for this work to be performed
Actual Finish Date	This the date of completion. For more help, see: Completing a Work Order
Actual Duration	How long the work order actually took to complete.