How to Create a Work Order

LLumin CMMS+ simplifies work order management, enabling users to create and track work orders for both unexpected issues and scheduled maintenance. This guide will walk you through the basic steps to create a work order, helping you stay ahead of machine failures and minimize unplanned downtime.

Instructions

To create a new Work Order, perform the following steps:

  1. Navigate to the Work Orders drop-down menu on the menu bar.
  2. Select Create Work Order.
  3. On the Create a Work Order screen, choose a Work Order Type and a Schedule Type. The fields you see will vary depending on the type selected.
  4. Optionally, select Import Work Definition near the top to open the Work Definition Finder. Choose a Work Definition to automatically fill in fields in the Work Order.
  5. To associate one or more assets with a Work Order, follow the steps below:
      • Type the Asset ID, description, or part of either into the search box to narrow your results or click the magnifying glass to open the Asset Finder for more options.
      • If the asset has child assets, click Add Children to include them in the Work Order.
    NOTE: At least one asset is required to create a Work Order.
  6. Optionally, in the Procedures section, you can click Add+ to open the Procedure Finder and select the required procedures.
  7. Complete additional fields:
    • Fill in the Lead Assigned To dropdown.
    • Choose an option from the Reason for Work dropdown.
    • Add a detailed description of the work in the text box provided.
  8. Attach relevant files or photos by selecting either Add a File or Attach Existing File.
  9. Once you’ve filled out all the necessary fields, select Create at the bottom of the page to submit the Work Order.