Generating shutdown work orders

Generate shutdown work orders, directly from the Project form, if the nature of your project requires that you take equipment out of service. A shutdown work order is no different than any other work order with the exception that you create shutdown work orders in the Project form and specify a shutdown identification code for the project.

After creating shutdown work orders, you can view them in the List View of the Work Order form. Newly created shutdown work orders contain a system status of Released or the equivalent to that system status based on your system configuration.

Note: The project status must be approved and a shutdown identification code must be specified in Shutdown to create shutdown work orders. See Defining Shutdown Codes to set up specific shutdown identification codes.

Before creating a shutdown work order, you must associate the budget code of a shutdown work order with the project on the Budgets page of the Project form. See Associating Predefined Budget Codes with Projects.

To generate shutdown work orders:

  1. Open the Projects form.
  2. Select the project for which to generate shutdown work orders, and then click the Record View tab.
  3. ClickCreate Shutdown WOs.
    Note:  You may only create shutdown work orders for a project once. If Shutdown WOs is any number other than 0, the system does not allow you to create shutdown work orders.