Finding existing orders using the Components level
You can find specific orders using the various filter criteria available on the Components level.
Procedure
1. In Work Orders , go to Components.
2. Select a relevant selection step:
◦ Order groups
◦ Statuses
◦ External requestors
◦ Departments
◦ Budgets
◦ Catalog items
◦ Cost center
◦ Trades
◦ Assets - You can use the Assets step to find the orders that are related to selected asset(s). An asset can be linked directly to an order (via the Asset reference field) or indirectly, via the Asset reference field of the maintenance activity. On the Orders step you will see both work orders and PPM orders with clustered maintenance activities that are related to the selected asset(s).
◦ Addresses
◦ People - On the People step you can use the selection step filter above the elements list to filter by a specific personnel reference, for example: Internal tradesperson, Internal coordinator, To be approved by etc. This selection step filter also works if you use multiple work assignments on an order.
| With the introduction of the Work assignments feature, a work order can have multiple internal tradespeople assigned, after which the Internal tradesperson field is grayed out on the order. However, if Activate 'Multiple Work Assignments'? is set to Yes in > > , you will still be able to filter out work orders that are assigned to a certain tradesperson at the Orders level. |
| The components listed above are among the most used filter criteria, but the list is not complete. Which components are available to you, depends on your configuration. |
3. In the element list, select one or more elements. For example, People.
4. Go to the Orders step. All the orders related to the selected element, in this case People, are displayed.