Surfacing Step Conditions in Work Orders

• A tech completing a step may flag the condition for a step to be poor so that supervisors may review and take further actions later.

 1. WO Step Condition

The condition of a work order step can be set by a tech when completing a work order step. The condition is a dropdown with a priority for each value.

• Dropdowns out of the box:
  • Not Applicable (priority 0)
  • Good (priority 1)
  • Poor (priority 2)
• The dropdown values are configurable.
  • Menu path: Admin | Data Design | Dropdowns | cm_wo_step_condition
  • One can add or remove a dropdown
  • the priority of a dropdown can be updated.
• The step condition of the highest priority is surfaced to the work orders.
  • For instance, if a step's condition is "Poor" (priority 2), the work order's condition is "Poor".
  • If none of the steps is of "Poor" (priority 2), and a step's condition is "Good" (priority 1), the WO's condition is "Good".

2. Step Condition in PM WOs

Steps are present in PM WOs. A tech may set the condition for a PM WO step when needed.

3. Step Condition in CM WOs

Steps are not present in corrective (CM) WOs in general. However, a boilerplate step may be configured for CM WOs to create a step for tech to report condition if needed.

Additional Resources

• How to Configure Boilerplate Work Order Steps by PM Plans
  
• How to Implement PM Checklist
• PM Module Training
• Work Order Module Training

• User Guide and Admin Guide (customer account required)
  
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo