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Create a work order for an enterprise asset › Managing work orders for your enterprise assets › Enterprise Asset Management › Asset Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a work order task for an Enterprise Asset Management work order

Create a work order task to track and manage an individual task for your Enterprise Asset Management work order.

Before you begin

Role required: wm_agent

Procedure

  1. Navigate to Workspaces > Enterprise Asset Workspace > Work management.

  2. On the Work orders tab, select the work order to which you want to add a work order task.

    The work order record opens.

  3. Select the Work Order Tasks tab and select New.

  4. On the Create New Work Order Task form, fill in the fields.

FieldDescription
Work Order Task
Assignment groupAgent group to which the work order task is assigned.
Assigned toAgent to whom the work order task is assigned.
Work typeType of work that the assigned agent must perform on the associated enterprise asset. The options are Break Fix, Install, Planned Maintenance, Asset condition, Shutdown, Startup,and Calibration.
AssetEnterprise asset that the assigned agent is performing work on. This field populates automatically.
Location

Current location of the associated enterprise asset. This field populates automatically.Note: If you select a linear asset, the Work order linear asset location icon

Image omitted: pencil-outline-24.svg
appears to enable you to choose the work order location between the Start marker and End marker. To select a location, follow these steps:</p>
  1. Select the pencil icon
    Image omitted: pencil-outline-24.svg
    .</li>

A Map location form appears, showing the start and the end markers on the map.

  1. Select a location on the map between the start and end markers.
  2. In the Name field, enter the name for the work order location.
  3. Select Submit.
Start markerStart point of the linear asset or the linear asset.Note: This field only appears if you select Linear asset or linear segment from the Asset field.
End markerEnd point of the linear asset or the linear segment.Note: This field only appears if you select linear asset or linear segment from the Asset field.
Short descriptionBrief description of the work order task.
DescriptionDetailed description of the work order task.
Work notesNotes about the work order task that are visible to all users within your organization.
Scheduling
Window startEstimated start date and time of the work order task.
Window endEstimated completion date and time of the work order task.
Estimated work durationAmount of time that you estimate it will take to complete the work order task.
Actual work startActual start date and time of the work order task.
Actual work endActual completion date and time of the work order task.
  1. Select Save.

Result

  • The work order task is created in the Draft state.
  • Assets associated with the work order are added to the work order task and listed on the Affected assets tab.