Generating work orders for campaigns

Generate regular, multi-equipment, or survey type, campaign work orders from selected equipment and campaign events on the Equipment page of the Campaigns form. See the steps below to generate regular, multi-equipment, or survey type, campaign work orders.

To generate work orders or multiple equipment work orders for campaigns:

  1. Open the Campaigns form.
  2. Select a campaign for which to generate a work order, and then click the Equipment tab.
  3. Select—Select the equipment for which to generate a campaign work order, and then click Generate Survey WO.
  4. Campaign Event—Enter the campaign event for which to generate a work order. The system automatically populates the campaign event description.
  5. Create Multiple Equipment WO—Select to generate multiple equipment work orders for the selected campaign event.
  6. Include Campaign Comments—Select to include comments on the work order generated for the campaign.
  7. Include Campaign Documents—Select to include documents on the work order generated for the campaign.
  8. Equipment—Enter the equipment for which to perform work. The system automatically populates the equipment description and Equip. Org.
  9. Status—Select the status of the work order generated for the campaign.
  10. Sched. Start Date—Enter a scheduled start date for the work to be performed.
  11. Sched. End Date—Enter a scheduled end date for the work to be performed.
  12. Click Submit.

Generating survey work orders for campaigns

To generate survey work orders for campaigns:

  1. Open the Campaigns form.
  2. Select a campaign for which to generate a work order, and then click the Equipment tab.
  3. Select—Select the equipment for which to generate a campaign work order, and then click Generate Survey WO.
  4. Campaign Event—Enter the campaign event for which to generate a survey work order. The system automatically populates the campaign event description and selects Survey.
  5. Create Multiple Equipment WO—Select to generate multiple equipment work orders for the selected campaign event.
  6. Include Campaign Comments—Select to include comments on the survey work order generated for the campaign.
  7. Include Campaign Documents—Select to include documents on the survey work order generated for the campaign.
  8. Equipment—Enter the equipment for which to perform survey work. The system automatically populates the equipment description and Equip. Org.
  9. Status—Select the status of the work order generated for the campaign.
  10. Sched. Start Date—Enter a scheduled start date for the survey work to be performed.
  11. Sched. End Date—Enter a scheduled end date for the survey work to be performed.
  12. Click Submit.