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What are Work Orders

Work orders are how the system keeps track of the different changes and modifications that happen on an asset throughout its life-cycle. The types of work orders that are available to use, how they are setup, the information that each one records, the status an asset has during the process and any subsequent work orders they spawn are system Drakewell Configurable Items help .

New Motor Disassembly Work Order

Work Order Examples

Since each work order type and the information it collects can customized, they can be used to replicate and manage almost any work flow that occurs in the shop. Below are examples of the different types of work orders that could be created and what they would do.

Crossover Sub Initialization

A work order that is used to create a new crossover sub asset that you want to have the system start tracking about it.

Motor Assembly

A work order that is used to build a new motor. A motor assembly work order let’s you define how the motor is setup (i.e. coupling housing type, bend angle, sub type, etc.) and select all of the components assets (i.e. sub, bearing housing, rotor, stator, bend housing, etc.) that are part of it.

Motor Configuration

A work order that is used to configure a new motor. A motor configuration work order let’s you define how the motor is setup (i.e. coupling housing type, bend angle, sub type, etc.) and define all of the top level information about it (i.e. rotor lobe/stage, stator lobe/stage, etc.)

Rotor Service

A work order that is used to track the service/repair work that was done on a rotor. This work order would record if the rotor was resurfaced, what the new surface type is, what the repair cost was and if you want to reset the service hours help on it.

Gamma Ring Out/Function Test

A work order that is used to track the results of a gamma ring out/function test after it was assembled . This work order let’s you specify if the gamma passed the inspection test and attach any testing result files to it. If the gamma didn’t pass inspection, then it would be sent to be re-assembled (a Gamma Assembly work order).

Retirement

A work order that is used to indicate that an asset is at the end of its life and should no longer be used. This work order would record any scrap info, write off info and the reason why it is being retired.

Work Order Layout

Even though work orders can be setup to track different information, each one functions the same way and has a similar layout.

The Work Order Header

The work order heading contains the basic time stamp information and depending on the status of the work order, where different actions that can be done on the work order.

The left side of the header will always show the following information about the work order, regardless of the work order status.

  • Work order number (or “new” if it is being created)
  • Work order name
  • Date the work order was created
  • Who created the work order
  • Date when the work order was saved and marked as completed

For a newly created work order without any changes, the header will show an hours worked of 0 and the Complete Work Order button.

Work Order Header New

As soon as changes are made to the work order, the header changes to yellow (indicating there are unsaved changes) and you have the option to either Save the work order or Save & Complete Work Order.

  • Saving the work order will save all of the information you have entered but will not mark the work order as finished. Since the work order isn’t completed, any subsequent auto-generated work orders will not be created and the asset’s status will reflect it still needing this work order to be completed.

  • Saving and completing the work order will save all of the information you have and will mark the work order as finished. Any subsequent auto-generated work orders will be created and the asset’s status will reflect that the work order was completed.

When filling out a work order, the person completing it has the option to track how long they spent doing the actual task in the shop. This is useful if you want to keep track of how long it takes for people in the shop to assembly a motor on the motor assembly work order.

To track how long it took to finish the corresponding task for a work order, enter in the number of hours in the Hours Worked field and the system will automatically tie it to the user completing the work order.

Work Order Header Changes

Once a work order has been completed, no more changes can be made to it. The header will show the Date Completed, an Audit History link, the Total Time Logged and any attachments help that have been added.

If you have the correct role, you will also see Un Complete and Cancel Work Order buttons. Uncompleting a work order allows changes to be made to the information on it. Canceling a work order removes it from the asset’s history.

Work Order Header Completed

Uncompleting or Canceling Work Orders

Work orders that have been uncompleted or canceled have the ability to drastically effect the history of an asset so when attempting these actions, a warning is displayed to confirm the action. However these actions on a work order can be reversed and be completed again or un-canceled. You must have the appropriate role for these features to work.

Changing the Completed Date

Sometimes scenarios occur where a work order cannot get completed when the real work was actually done, therefore causing an asset’s history to be incorrect. To resolve these issues, work orders can have their Date Completed backdated.

To change a work orders Date Completed, click Edit next to the completed date.

Viewing the primary asset’s inline history will display its history and highlight the currently viewed work order in yellow. A blue row will also be shown to indicate where this work order will be entered into the asset’s history based on the entered Completed At date.

To view an asset’s inline history, click the clock icon next to the asset’s serial number.

Work Order Asset Inline History

Uncompleting Work Orders With Spawns

When a work order is completed, it can be configured to automatically generate the next work order in the process. An example of this is normally a motor assembly work order is spawned after the motor initialization work order is completed since a motor is a virtual asset and can’t really do anything until it is put together. Anytime the system is configured to auto-spawn a work order, a confirmation modal will be displayed to give you the option to just complete the action or complete the action and spawn the next work order(s).

Auto-Spawn Confirmation

If a work order that has a spawned work order is uncompleted, then completed again and the auto-spawn confirmation is approved, a new version of that spawned work order will be created even if one already exist.

The Work Order Body

The work order body contains the all the information about the assets the work order deals with. For each work order there is a primary asset (usually listed first) and then optional component assets if the work order is making changes to an asset that is/can be assembled.

Each primary or component asset has its own section that is comprised of a yellow or green header with the asset name, a summary list of fields on the left side and the actual fields on the right. When all fields that are required for that asset section are filled in, the header will turn green indicating the section is complete.

Work Order Body

The left side summary for a specific asset displays current data that is being collected on this work order. This section can also be configured help to show information that was entered on a previous work order in the asset’s history or pull information about the last job and/or BHA this asset was on.

The available last job and/or BHA information can include:

  • Job number
  • BHA Number
  • BHA Count
  • BHA Mud type
  • BHA Incident
  • BHA Directional Incident Notes
  • BHA MWD Directional Incident Notes
  • Total hours
  • Circulating hours
  • Rotating hours
  • Sliding hours
  • Distance drilled
  • Distance rotated
  • Distance slid
  • Rate of penetration
  • Rotating rate of penetration
  • Sliding rate of penetration
Subcomponent Assets

If a component asset on a work order is an assembled asset has its own components, then these subcomponent serial numbers will be displayed on the left hand side for the component. This subcomponent asset information is useful when performing re-assemblies on multi-level assembly work orders as it provides visibility into the components for an asset without having to visit multiple work orders.

Work Order Sub-Components

Work Order Attachments

Files can be attached help to a work order by clicking on the paper clip button in the top right of the page to add any additional pictures or documents.

When creating a new work order, you will not be able to add an attachment until you have saved the work order for the first time and the work order has a work order number.