Difficulty: novice

Content

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

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.

Pre-defined settings

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.

Setting	Description
Use Preventive workorders	Whether or not preventive workorders are used in this environment.
Use inventory items in preventive workorder	Determine if inventory items can be added to a preventive workorder.
Use checklists in preventive workorders	Whether checklists are used in preventive workorders in this environment.
Check conflicting scheduled employee	Determine if a check is executed when adding an internal employee as contractor within a workorder, which is already planned in a different workorder and overlappes (startdate and enddate). An alert is shown, but the alert is not blocking.
Generate maximum per work order plan	The maximum number of workorders that can be generated in a workorder plan.
Deactivate maintenance schedules	Set all maintenanceschedules to not active when their enddate is in the past.
Plan preventive workorders via planboard	Determine if preventive workorders can be planned via the planboard.
Supplier access	Determine if suppliers are able to log in Axxerion and handle workorders themselves.

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.

Authorizations

The following groups can be assigned to users:

Group	Reference	Comment
4. Preventive workorder manager	FMB-G016	Group has access to workorders (via navigation menu) and can execute all tasks within the preventive workorder process.
4. Workorder executor	FMB-G147	Group is used to authorize the user that is responsible in the work order.
7. Management dashboards workorders	FMB-G128	Group gives access to the menu option "Management dashboards" for the workorders, as well as access to the relevant objects to view this content of the dashboards.
4. supplier Workorders	FMB-G126	This group can be assigned to external suppliers who handle workorders in Axxerion.
2. view Workorders	FMB-G121	Group gives access to the navigation menu option "Work orders"
create workorder schedulers	FMB-G127	Group gives access to create and edit the work order schedulers (with which automatically, periodically, work orders can be generated from the different maintenance schedules). Advisable to also give users the group FMB-G016 "4. Preventive work order manager".

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

Search

Preventive workorders module activation and information