Adding a Work Order Template
This process is to assist managers with their work management processes and returning a portion of their time. 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. As a result, maintenance managers can shift remaining time towards planning and other major projects.
Adding EAM Templates
STEP 1: On an existing Work Order (status must be “Approved”), scroll down to Activity/ Project Information.
STEP 2: Click on the Work Order Template dataspy to enter or select a template ID.
BRKFX-PG should be applied to Break-Fix WO’s SERVRQ-PG should be applied to Service Request WO’s.
STEP 3: 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 |