Associating inspection routes to work orders

Associate inspection routes with specific PM work orders after defining inspection routes and corresponding inspection points. The system will also create work order inspection points for the work order if at least one inspection route inspection point exists for the inspection route.

Note: In order to associate an inspection route with a work order, the work order must have a system status of Released.

Depending on your system configuration, Route and Inspection Status may not be displayed. Contact your system administrator for additional information.

To associate inspection routes with work orders:

  1. Open the Work Orders form.
  2. Click New Record.
  3. Enter the information necessary to define a work order.
  4. Route—Enter the inspection route to associate with the work order. If Route is a template route, you must also enter Equipment.
  5. Click Save Record. The system automatically populates Inspection Status with Unfinished.