Work packages let you group together all assets and work orders for a particular task, allowing you to find all relevant information, such as personnel and work orders, in one place.
Create a work package
- In the left-hand menu bar, select Work packages.
- Click Add work package.
- Enter a Name and Start date and complete any additional optional fields.
- Click Save.
Add to work packages
You can add any of the following to an existing work package:
- Adverse events
- Work orders
- Activities
- Assets
- Subassemblies
- Components
- Teams
- Inventory
- Click on the relevant work package tab.
- Click + Add existing or + Add new at the top right of the page.
- If you chose to add an existing item, check the boxes next to the items you want to add and click Save.
- If you're adding an asset, you have the option to Auto-select everything connected to the selected assets. When you check this box, all work orders, components, subassemblies, and inventory related to the assets you add are automatically added to the work package.
- If you're adding an asset, you have the option to Auto-select everything connected to the selected assets. When you check this box, all work orders, components, subassemblies, and inventory related to the assets you add are automatically added to the work package.
- If you chose to add a new item, complete the required information and click Save.
- If you chose to add an existing item, check the boxes next to the items you want to add and click Save.
Manage work packages
If you want to edit or delete a work package, click on the three dot overflow menu icon next to the relevant work package.
