Difficulty: novice
Content
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Learning Objectives
After reading this article you will be able to:
Perform the module activation for preventive workorders.
How to navigate to the module activation
To start the module activation for preventive workorders:
we have to navigate to the startBoard.
Then click on the module activations tile
Select the tab “Available modules to rollout” and select preventive workorders.
After selecting workorders click Rollout selected module.
This will provide you with a short explanation like the one below.
After this a new page will open:
Steps to follow
Step 1 Settings to be determined
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Tip: We go over the settings in the table below. However, hovering over the field you are filling in will often provide you with the same help text. |
Approve workorders | Determines whether a task is generated to approve the workorder after execution or that this step will be skipped. |
Financial processing workorder | Determines whether a task is generated to financially handle the workorder after approval or that the workorder skips this step and is closed. |
Auto submit preventive workorder | This setting is used to automatically submit preventive workorders from a maintenance solution schedule. The condition for this setting is that the Service Group in the maintenance schedule template is filled. |
Auto assign preventive workorder | This setting is used to automatically assign preventive workorders from a maintenance schedule. The condition for this setting is that the Service Group and Contractor is filled in the maintenance schedule template. |
Use catalog items in preventive workorders | Determine if catalog items can be added to a preventive workorder. Catalogitems in the category 'Workorder items' can be selected. With this, for example, a standard service can be linked to the work order (with an agreed price). |
In the pre defined settings tab we go over some settings that cannot be changed in the module activation.
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There are some predefined settings. If these need to be adjusted this should be done via the "Module settings" button on your startBoard > ‘Workorders, quotations and checklist’ tab.
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Step 2 Start this module activation
What happens when clicking the green Start button in this wizard step?
You move on to the next page of the Wizard.
Relevant imports are created, in the next step we will go over these imports.
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The following groups can be assigned to users:
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Workflow emails are automatically created for the preventive workorder workflow.
Imports are generated. More on this in the next step.
Step 3 Check data and close the module activation.
On the next page we can check all items that have been created. This also contains a checklist we can follow.
For importing data we take you through the basics steps on how to import SBR (Solution Based Rollout) data. More details on imports can be found in this article Imports.
Import files: The file that is created is for importing suppliers, suppliercontacts and workorder catalog items.
navigate to the “Relevant imports” include
Click Generate import template
Click the download icon next to the loop to download the template.
Send files to the client
Import files receives and approved
If relevant, check if objects are imported successfully.
Click Upload import file and upload the import file obtained from the customer.
To see what workflow emails have been created we navigate to the Generated workflow emails include. We can take a closer look at the individual emails by clicking on the hyperlinks but for more info on workflow emails check /wiki/spaces/KB/pages/25034763.
Close the rollout.
Summary
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Steps in the module activation:
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