Lab – Set up a preferred worker, and schedule a work order

  • 15 minutes

Read this first - before you start the lab!

Important

For this lab, you CAN'T sign in with your own credentials. Use the following steps to sign in to your lab environment with the correct credentials.

  1. Ensure that you're signed in to Microsoft Learn.
  2. Select Launch VM mode or Sign in to launch VM mode in this unit.
  3. In the Resources tab on the lab side bar, select the T icon next to Password in the Finance and Operations box, to have the administrator password for the Virtual Machine (VM) entered for you.
  4. Select Enter.
  5. Microsoft Edge opens. Wait for it to navigate to the Sign in page for finance and operations. If you experience an issue with the Sign in page loading, try to restart the browser in the VM.
  6. On the Microsoft Sign in page in finance and operations, place your mouse cursor into the Username field.
  7. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to Username, then press Enter.
  8. Your mouse cursor is now in the Password page.
  9. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to select Password, then press Enter.
  10. In the Save password window, select Never.
  11. Select Accept in the Permissions requested page.
  12. To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

Prerequisites

To complete this lab, you must perform the following prerequisites.

Regenerate the number sequences

To regenerate the number sequences, follow these steps.

  1. Go to Organization administration > Number sequences > Number sequences.
  2. Select Generate.
  3. Select Next.
  4. Select Next.
  5. Select Finish.

Change the Project ID in Asset management parameters

To change Asset management parameters, follow these steps.

  1. Go to Asset Management > Setup > Asset management parameters.
  2. Select the Assets tab.
  3. Expand the Project FastTab, under Maintenance forecast project, and enter000184.
  4. Save and close the page.

Set up Asset type defaults

To set up Asset type defaults, follow these steps.

  1. Go to Asset Management > Setup > Jobs > Maintenance job types.
  2. Select Preventive from the list on the left side.
  3. In the Action Pane, select Maintenance job type defaults.
  4. Select +New to add a new line.
  5. In the Trade field select Mechanic.
  6. In the Asset type field select Air Compressor.
  7. Select Save.

Scenario - set up a preferred worker

You are the maintenance manager at your company and would like to set up Bill Malone as the preferred worker when work orders are scheduled for preventative maintenance work orders that require a mechanic.

  1. Go to Asset Management > Setup > Workers > Preferred maintenance workers.
  2. Select New on the Action Pane. A new record will be added to the list page.
  3. In the Maintenance job type category field, select Preventive.
  4. In the Maintenance job type field, select Preventive.
  5. In the Trade field, select Mechanic.
  6. In the Preferred maintenance worker field, select Bill Malone.
  7. Select Save on the Action Pane.

Scenario - create and schedule a work order

Now that you have set up your preferred worker, you will create a work order and Bill will be scheduled because Bill is the preferred worker.

  1. Go to Asset Management > Work orders > All work orders.
  2. Select New on the Action Pane. The Create work order dialog box appears.
  3. In the Work order field, enter WO-000123. If this field is automatically numbered, skip this step.
  4. In the Work order type field, select Preventive.
  5. In the Description field, enter Oil change.
  6. In the Trade field, select Mechanic.
  7. Select OK.
  8. The Work order page will display the new work order that you created.
  9. On the Work order maintenance jobs FastTab, select Add line.
  10. In the Asset field, select COM-001, Air Compressor.
  11. In the Maintenance job type field, select Preventive.
  12. In the Trade field, select Mechanic.
  13. Select Save on the Action Pane.
  14. Select the General tab on the Action Pane.
  15. Select Schedule.
  16. In the Schedule work orders dialog box, ensure that the following toggles are set to Yes:
    • Asset
    • Tool
    • Worker
  17. Select OK.

The work order will be scheduled. If Bill is not scheduled for another work order, Bill will be assigned because Bill is the preferred worker that is listed on the parameters for the work order.

Close the lab environment

  1. Select Done in the Instructions pane in the lab side bar.
  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.