Creating Work Orders on RTA Web is simple with the tools at hand. One of those tools is a combination of the PM and Planned boxes within the WO work order page.
Similar to RTA Desktop, a A Work Order will show if the asset in question has PMs or Planned work due. If the user chooses, they can simply double-click the PM or Planned line in order to add it to the Work Order as a new Line. The same options apply on RTA Web.
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If there are no PMs or Planned Work to display, the PM and Planned box will not display on the work order.
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PM Procedure
When a PM is due on the asset, that Code, Status and Description will show when creating an asset’s work order. If a job is being performed and a PM line needs to be added, from the Work Order page click on the + button and a new line will be added. Job details (assign technician, add notes, etc.) can then be added to the newly created line.
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Planned Procedure
Following the ‘Planned Jobs’ rules, a work order line can be rescheduled either by a particular Date, PM or Odometer trigger, thus removing it from the work order it’s on and placing that line in a ‘Planned’ status. Similar to PM lines, these Planned-Work jobs can be applied to an open work order by clicking the + button on the Work Order screen and updating job details.
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Planned work can also be accessed via the Planned Work Maintenance List where it can be reviewed and sent to a work order automatically. Refer to Planned Work Maintenance for full details on the Planned Work section and actions in RTA Web.