University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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Course: Work Order Management (Course 3)
Section 2: Finding Work and Creating Personal Queries
Audience: Shop Leads, Supervisors and Managers
Learning Objective: The purpose of this section is to teach staff how to find work using the search screens and creating
personal queries to publish work to their Work Desk.
Learning Exercises:
Find shop work through the search screens.
Find shop work by creating a personal query for the Work Desk.
FacilityMax Navigation icons
Add Personal Delete
Execute Back to QuickFind Email Page Navigation- Page Navigation-
Search Zoom Query Personal
Search Browse Filter Print Record previous/next page first/last page
Query
Generate /Delete
Add Detail Delete
Copy Add New PMs, Auto-
Edit Save Record Detail Done Cancel Go
New Record Reorder, Physical
Record
Count
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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Finding Shop Work Using the Search Screens
Step Action
1
Navigate to the FacilityMAX Webpage. Login using your UWNetID
2
The FacilityMAX WorkDesk page is open.
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Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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3
Navigate to the Work Order screen. Under Module select Work Management.
4
In the Work Management module, select Work Order.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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5
The work order page will open.
6
To find new work assigned to your shop, click the Search icon.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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7
The work order search screen opens. Search for work with the correct Type and Category.
Find the Type field. In the operator drop down select “Not in”. press the little zoom icon. Check
next to Administrative and Standing. Press green done flag.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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8
Scroll down the search screen to the Phase section. Look for work with Phase Status=OPEN.
9
Under the Shop enter the number of shop, for example 16. Press the little Zoom icon.
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Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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10
Select the shop by clicking on the shop link.
11
Press the Execute Search icon.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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12
Select one of the Work Orders from the browse list by clicking on the Work Order number link.
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Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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Learning Exercise: Find shop work through the search screens.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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Create a Personal Query for the Work Desk to find Shop Work
Step Action
1
Navigate to the FacilityMAX Webpage. Login using your UWNetID.
2
The FacilityMAX WorkDesk page is displayed.
3
On the work desk, click the Add Content icon.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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4
In the Content Management screen check the box next to “Personal Query Count.” Press the
Save icon.
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Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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5
This adds a Personal Query Count channel on the work desk.
6
Click under Module and select Work Management.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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7
Under the Work Management Module select Work Order.
8
The Work Order Form will open.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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9
Press the Search Icon.
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Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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Scroll down into the Phase section. Enter the Phase status as ACTIVE and select your Shop.
11
Press the Add Query Button.
12
Enter a Name for Personal Query, select the Yes under Work Desk Count and add a description if
needed.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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13
Press the Green Done flag.
14
Back on the Work Order Search Screen press the Save Query icon.
15
Click on the FacilityMAX title. This is link which returns to the Work Desk anywhere in the
System.
16
The Work Desk Personal Query Count channel will show the Personal Queries created.
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University of Washington
Work Order Management (Course 3.2 Finding Work and Creating Personal Queries)
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Learning Exercise: Find shop work by creating a personal query for the Work Desk.
***END***
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