A Work Group is a collection of individual work orders that generally have similar characteristics. This allows users to manage multiple Work Orders at once from the same record. 

For example Parts and Labor can both be added simultaneously to all WOs in the Work Group. Additionally all WOs in the WG can be completed at once.

 

Creating New Work Groups

To create a Work Group use the following steps:

1. Select Work. 
2. Select Work Groups.
3. Select New.
4. Enter Work Group ID.
5. Select Save.

 

Work Groups can also be generated from PMs. Use the following steps to set up a PM to generate WGs:

1. Select Work.
2. Select PMs.
3. Select a PM Record.
4. Select Edit.
5. Under the General section check off the "Generate As Work Group" box.

Once this option is selected each Asset in the PM's Scheduling section will generate an individual WO, but those WOs will all be collected in a newly generated Work Group. 

 

 

How to Fill Out a Work Group Record

 

General

Work Group ID: This field indicates the name of the Work Group.

Description: This field provides additional details about the Work Group.

PM ID: This field displays the PM record that the Work Group was generated from.

Notes: This section allows notes to be entered onto the Work Group.

 

 

Work Orders

This section shows the Work Orders that are part of the Work Group. Select Add to add additional Work Orders to the Work Group.