PMXpert User Manual

Create Work Order from Request

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Create Work Order from Request

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Create Work Order from Request

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1.In the Assets screen, find the asset for which the request was created.
2.Click the Requests tab and select the request for which you want to create a work order.
3.Click the Request Options button to the right and select Create W.O.

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4.The Create a New Work Order for this Request window appears.

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5.Most of the information will default into the fields.  Note that the description of the Work Order you are creating will default to the Request Description entered here.
6.Make any required changes to the information and click OK.
7.The Confirm dialog will inform you that the work order has been created.  Click Yes if you want to print the work order immediately, or click No if you will print it later.
8.While still in the Assets screen with this Request selected, go to the Work Orders screen.  It will open directly to the Work Order you just created.
9.Note that if the request has attachments, those attachments will been turned into procedures for the service on the work order, if you have selected that option in your System Settings ("When Adding Requests to a Work Order, Add an Attachment Procedure for Each Request Attachment").  See Chapter 2: Setting Up PMXpert, Step 3: System Settings, Work Orders.