Cheat Sheet for Creating Jobs

1. From your Start Center, use the Go To Menu to go to Work Orders

Jobs (PSU)


2. Select the New Work Order icon from the toolbar.

3. Enter a description of the Job in the Description field.


4. Use the Select Value icon next to the Location field to search for and
select the appropriate location record, if applicable.

5. Using the Select Value icon next to the GL Account field, search for
and select the appropriate GL Account.

6. In the Contract # field enter the approved Tririga Contract number and tab
out of the field.

Note: It may take several seconds for a response. Maximo is reaching
out to Tririga to validate the Contract #. If it is valid, several Job related
fields will automatically populate. If the Contract # is not valid (or if the
system takes too long to respond), you will receive an error message. If
this happens, you will need to clear your value out of the field, save the
record, and try again.

7. Using the Detail Menu icon next to the Planner Grp field and then the
Select Value option, search for and select the Planning Group.

8. Using the Detail Menu icon next to the Work Group field and then the
Select Value option, search for and select the appropriate Work Group.
(You could also leave that for the Planner to populate.)

9. Save the record.
10. Click on the Route Workflow Icon on the toolbar to start workflow.
Note: The record will automatically route to the users that are in the
assigned Planner Group for final set up before approval/activation.
To send an email communication to users, informing them of the creation of the
Work Order:
11. With the Job Work Order still open, access the Select Actions menu and
select Create Communication.

12. Enter PSU_JOBNOTIFY in the Template field. (Or use the icon next to
the field to open up a value list and search for and select it.)

13. Enter the appropriate email addresses in the To field. (Or use the icon
next to the field to open up a value list and search for and select them.)

14. Enter an email address in the Send From field (and Reply To field, if
different than the Send From.)

15. Select the Send field at the bottom of the window.
The creation steps for the Job are now complete. The Work Order should be in
the waiting to be planned (WPLAN) status.