Work Order Template Fields

The following fields display on the General tab of a work order template:

Description: The template description can be edited, if desired.
Category: Select the category for this work order template. Categories are defined on the Work Order tab under Preferences.
Priority: Select the priority for this type of work order. Priorities are defined on the General tab under Preferences.
Is Active: Select if this template is currently being used. Clear the check box if the template is no longer being used. The work order history remains in the database, though, and can still be included in searches if the Include Inactive Templates and Tasks in Searches preference is selected on the General tab under Preferences.
Account: Select an account for this work order template. These are defined under Preferences > Custom Codes > GLACCOUNT.
Custom Field Category: Select a custom field, if desired.
Shop: Select the maintenance shop or department responsible for work orders created from this template.
Auto Create Tasks: Select to automatically add tasks to work orders created from this template. These tasks are defined on the Tasks tab.
Is Reactive: Select if work orders created from this template are reactive, meaning that the work is performed in reaction to something that happened (as opposed to preventative, regularly-scheduled maintenance). If selected, the corresponding Reactive? check box on work orders created from this template will be selected by default.

NOTE: When Database Manager runs, it will update this field for any historical work orders based on whether or not the work order has a service request associated with it.

Require Asset on Close: Select to require an asset to be attached that is of the same type as the template. For example, if a work order is created for a water main, a water main asset must be attached.
Stage: Select either Actual or Proposed for the stage to be assigned to work orders created from this template. Proposed is intended for planning purposes, like using a work order to estimate costs.
Expense Type: Select either Maintenance or Capital Improvement for the type of expense to be assigned to work orders created from this template.
Submit To: Select the default employee who receives the work orders created from this template.
Supervisor: Select the default employee who supervises the work orders created from this template.
Unit Accomplished Description: Select the description for the units accomplished. The description will be listed on the work order in space following the Units Accomplished field. These are defined under Preferences > Custom Codes > UACCDESC.
Lock Unit Accomplished: Select to prevent users from changing the unit accomplished description on the work order. If selected, the domain administrator can still change the units when creating a new work order, but once the work order has been exited the units can no longer be changed by any user.
Default Project: Select a project to associate all work orders of this type to.
Effort: Enter the number of hours needed to complete the work order. This is for use with Allocation Manager. See Allocation Manager in the Office/Tablet 15.3 for AMS Guide for more information.
Copy Custom Field Values to Child Work Orders: Select to load a child work order's custom value fields with the parent work order data. This field only applies to cyclical work orders.

Print Template: Select the print template to use when printing work orders created from this template. These print templates are configured under Preferences > Work Order. See Associate Print Templates to Work Order Templates on MyCityworks for more information. See Configure Printing for Work Orders for more information.
Available in print queue X days before Proj Start Date: Enter the number of days prior to the projected start date that a work order is ready to print manually.
Comments: If desired, enter any comments to be included on work orders created from this template.
Instructions: If desired, enter any instructions to be included on work orders created from this template.
Maintenance Score: Enter a number for this work order template's maintenance score. The maintenance score represents the amount of work performed on an asset through its lifecycle. Every time a work order is completed for an asset, the maintenance score accumulates to create a historical maintenance record for the asset. The maintenance score is applied once the Actual Finish date is set on the work order.

NOTE: See The Difference Between Condition Score and Maintenance Score on MyCityworks for more information.

Days to Complete: Enter the number of days usually needed to complete the work. This number is used to populate the Projected Finish date on the work order and it is also used to search for past due work orders. If needed, click Enter as hours to enter the hours needed to complete the project. Click Ok. The number of hours is then automatically calculated into the fractional unit per day it would take to complete the work order.
Repeat Cycle: Select Never if work orders created from this template are not cyclical. Select Once or Every if work orders created from this template are cyclical. Once is for a work activity requiring additional work one time, such as for an inspection. Every is used for regular, scheduled work that occurs at a certain interval.

Map Services - Printing: Select the map service to use when printing this work order.