Adding a Work Order Template
This process assists managers with work management processes and returns a portion of their time frame. Managers have a 10-step process for managing work orders. The most time-consuming part of the process is adding activities and the details that go with them (especially on multiple Work Orders). With the templates provided, their process has been reduced to four parts. As a result, maintenance managers can shift remaining time towards planning and other major projects.
Adding EAM Templates
On an existing Work Order (status must be “Approved,”) scroll down to Activity/ Project Information.
Click on the Work Order Template dataspy to enter or select a template ID.
BRKFX-PG should be applied to Break-Fix WOs. SERVRQ-PG should be applied to Service Request WOs.
Save the work order.
Once the template has been added to a Work Order, two activities are automatically provided for each template:
| Activity | Break Fix Template | Service Request Template |
| 10 | Inspect | Inspect / Review |
| 20 | Work Effort / Repair | Work Effort |
| Addressing Work Orders | |||
| Current Process | New Template Process | ||
| 1 | Change Status | 1 | SAME |
| 2 | Assign to Staff | 2 | SAME |
| 3 | Create an Activity | 3 | Add Template |
| Activities are pre-configured no longer requiring any manual entry. | ||
| 10 | Save | 4 | SAME |