Creating work order alerts

Define a work order alert to create work orders systematically based on a grid query.

Note: Work Order must be selected on the Record View page of the Alerts form for an alert before the system will examine the Work Order Alerts page during the alert management process.
Note: The alert management process uses R5 User ID to create work orders. R5 must have rights to all organizations required to create work orders from alert management.

To create work order alerts:

  1. Open the Alerts form.
  2. Select the alert for which to create a work order alert, and then click the Work Order Alerts tab.
  3. Delay Between Alerts—Enter the numerical amount of time between work order alerts for a specific grid key, and then select the delay UOM, or unit of time to delay between alerts, e.g., enter 2 and then select Hours to allow 2 hour delays between the work order alerts.
    Note: When the system analyzes delay periods, it uses Grid Key Field 1 and Grid Key Field 2 on the Record View and History pages of the Alerts form to determine if a grid result will get the delay specified. If it is determined that a grid result will get the delay, then the system does not produce the alert if the time between the last alert and the current time is within the delay criteria.
  4. Standard WO—Enter the standard work order to associate to the work order alert. The system uses the standard work order as a template when creating the work order.
  5. Work Order Org.—Enter the organization to which the work order created will belong.
  6. Equipment Field—Enter the grid column that represents the equipment field.
  7. Equipment Org. Field—Enter the grid column that represents the equipment organization.
  8. Description—Enter the description that will be on the work order when the work order is generated. If no value is entered the system uses the standard work order value.
  9. Work Order Org. Field—Enter the grid column that represents the work order organization.
    Note: The system uses Work Order Org. Field if the grid results have a column that represents the organization that the work order should be created in, and if there are multiple organizations the alert is analyzing.
  10. Problem Code Field—Enter the grid column that represents the problem code field. If no value is entered, the system uses the standard work order value.
  11. Work Order Type Field—Enter the grid column that represents the work order type field. If no value is entered, the system uses the standard work order value.
  12. Work Order Priority Field—Enter the grid column that represents the work order priority field. If no value is entered, the system uses the standard work order value.
  13. Duration Field—Enter the grid column that represents the duration field. If no value is entered, the system uses the standard work order value.
  14. Scheduled Start Date Field—Enter the grid column that represents the scheduled start date field. If no value is entered, the system uses the current system date when the work order is created.
  15. Requested Start Date Field—Enter the grid column that represents the requested start date field. If no value is entered, the system leaves the field blank on the work order.
  16. Requested End Date Field—Enter the grid column that represents the requested end date field. If no value is entered, the system leaves the field blank on the work order.
  17. Comments—Enter comments to display on the work order when the work order is generated.
  18. Click Save Record.
    Note: To create parameters for work order alerts, click Create Parameters. These parameters can be used to help build a user-friendly description and/or comment when the work order is generated by setting parameters that represent actual values in the grid results. See Creating parameters for alerts.