Control the List of Work Requests

Use the tools in the Work tab of the Equipment Details form to:

• change the displayed fields of the Work Requests table

• open the Work tab in its own window

• export the current list of work requests (reflecting any restriction) to XLS.

• restrict the list of work requests to All, Escalated, Overdue PM, or Generated from Diagnostics

Review Active Work for the Selected Asset

1. Load a model. See Locate Assets with Active Work in the BIM Model.

2. Move to the Work Requests tab.

3. Click on the asset in the BIM model. In the pop-up Equipment Details form, move to the Work tab to see a list of work requests for the selected asset, grouped by status.

4. In the Work tab, use the drop-down filter to restrict the list of work requests to All, Escalated, Overdue PM, or Generated from Diagnostics.

Review or Edit a Particular Work Request

1. Follow the above procedure to see a list of work requests for the current asset.

2. Click on any field in the work request.

3. The Work Request form displays within the Equipment Details form.

   • For example, in the below image you can see work request 1150004459 is displayed within the Equipment Details form.

   • You will want to enlarge the Equipment Details form so that you can see the work request details.

   • Within the Work Request form, you can expand each section to view or edit information. For details, see Explore the Work Request Form .

4. When through, click Cancel on the Work Request form to return to the Equipment Details form. You can then close the Equipment Details form.