You can enable the controlled automated work order process in the Planning>Data Center perspective by opening the Work Order Editor and making changes to the layout. Any changes done to add, move, or delete IT equipment are recorded and work order tasks for implementing these changes in the data center are automatically generated.

You can also view work orders in a list without the need to open the Work Order Editor. The list is available in Planning>Data Center (and read-only in Operations>Data Center) in the Work Orders pane if you have StruxureWare Data Center Operation: Change installed.

See Creating a Controlled Automated Work Order and Creating a Custom Work Order Without Recorded Tasks for details about creating work orders, adding them to the list.

Edit or view a listed work order

  1. In the Work Orders pane, double-click a listed work order.
  2. Edit or view the selected work order in the Work Order Editor.
    1. Edit the work order summary and details.
    2. Add, edit, or delete task details.

Filter work orders

To limit the amount of work orders in the list to only include those you want to edit:

  • Use the search filters below the column headers in the pane.
  • Use the link icon to only see work orders related to the selected equipment.

View, print or export work orders

  • To access print and export options for the work order list, multi-select work orders (Ctrl+click or Shift+click) and select Print Work Order List.
    The report view opens and you can click the Print icon and then Export icon to export it as a PDF, HTML, or XLS document.
  • To view or print an audit report, listing the tasks in a selected work order, right-click a work order and select Audit Work Order.
    The report view opens and you can click the Print icon and then Export icon to export it as a PDF, HTML, or XLS document.

See also

Creating a Controlled Automated Work Order
Creating a Custom Work Order Without Recorded Tasks
Identifying Work Order Task and Equipment Relationship
Creating and Applying Work Order Templates
Configuring Work Order Administrative Settings
Work Order Reports

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