Create a Work Order for a Work Order Asset

Create a Work Order for a Work Order Asset

If you are working on an existing work order, you may have the need to create a work order for a different issue for one of the assets on the work order. Creating a work order from a work order asset will create a new work order with that asset already attached.

 

  1. Within the work order record, scroll to the Assets zone. 
  2. Click the dropdown arrow on the asset. 
  3. Select Work Order. Screen_Shot_2020-09-11_at_8.20.12_AM.png
  4. Fill out the work order details. Screen_Shot_2020-09-11_at_8.20.44_AM.png
  5. Click Save.

 

Note - the work order created from the asset will not automatically be linked to the existing work order. You must link the work orders through a separate process. Visit our  Link Work Orders article. 


    • Related Articles

    • Create a New Work Order - Work Order

      Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...

    • Add Items to a Work Order - Work Order

      Previously, adding items to work orders involved a pop-up screen where you could search for items in a list. As of NEXGEN version 12, we have added smarter features for adding items to work orders. The system will now allow users to add items to a ...

    • Asset Replacement and Refurbishment - Asset Inventory

      If an asset needs to be replaced and/or refurbished, you can follow the workflows below to document the process in NEXGEN. The processes involve a technician who performs the work needed and records asset details as well as an asset manager who ...

    • Create an Inspection for a Work Order Asset

      Sometimes, the task on a work order will involve performing an inspection on asset(s) attached to that work order. Other times, you may unexpectedly find that an inspection needs to be done while performing work on a work order. Either way, it is ...

    • Create Condition Assessment for a Work Order Asset

      While performing maintenance on an asset, you might find that the condition of the asset is far worse or far better than the current condition score (ACI). If this is the case, you would want to create a condition assessment for this asset from the ...