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 tab of the Alerts page 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.
  1. Select Administration > System Configuration > Alert Management.
  2. Select the alert for which to create a work order alert, and then click the Work Order Alerts tab.
  3. Specify this information:
    Delay Between Alerts
    Specify 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 tabs of the Alerts page 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.
    Standard WO
    Specify 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.
    Work Order Org.
    Specify the organization to which the work order created will belong.
    Equipment Field
    Specify the grid column that represents the equipment field.
    Equipment Org. Field
    Specify the grid column that represents the equipment organization.
    Description
    Specify 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.
    Due Nonconformities Only
    Select to include only new observations created for nonconformities that are due for inspection.
    Note: The inspector will not see nonconformities on the work order that are present but not due for inspection. The inspector may be confused if he finds such nonconformities during the inspection that were not on the list, which may lead to duplicate nonconformities
    Include Nonconformities
    Select to include new observations for re-inspection for existing nonconformities.
  4. Specify comments to display on the work order when the work order is generated.
  5. Optionally, to associate work order fields to grid fields, click Additional Field Mapping.
    See Mapping additional fields for work order alerts.
  6. 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.