Workflow

How to Create a Work Request/Work Order

What to do:

Select Start > Change Management > Work Requests.
A Work Request mask opens.

To change to Insert mode click .

In the Request ID field enter a new work request with the No. EWR-1000.

Please note that all Work Request IDs must be unique!

Enter Purchase Requisition in the Purpose field.

Enter Approval of a Purchase Requisition (internal) in the Description field.

Change to the Type field and click .

Choose New/Create from the selection menu.

The selection of values for the Urgency, Change Kind and Interchangeability fields are optional.
In this example enter the values:

Field name	Value	Description
Urgency	processing recommended	Urgency of the work request
Change Kind	Functional Improvement	Definition for what kind of change process the Work Request was created.
Interchangeability	Not affected	Definition if old and new versions of affected objects are interchangeable and if all objects must be replaced together or if they can be replaced individually.

Please note that on the Work Order mask there are two additional fields, a Complete and an Internal/External field. These fields are required in conjunction with the STEP AP 214 application data model (ISO 10303-214)!

To save the entries click .

When creating a Work Request/Work Order, a folder with an identical number is automatically generated by the system!

A work order can be created without having created a work request before (Start > Change Management > Work Order).

Please note, that when the Change Management System is active, a preliminary work order and a work set are created additionally to the new work request!

Change Management