Welcome to the new Schneider Electric Community

It's your place to connect with experts and peers, get continuous support, and share knowledge.

Close
Important Announcement: WELCOME to the new Schneider Electric Community! Community is now no longer part of Exchange, and is now rebranded under se.com. If you have any bookmarks and links saved, we request you to update them to ensure that you continue accessing our community from this new location. For any issues that you might encounter as part of this change, please reach out to SchneiderCommunity.Support@se.com, and the team will help to get your issues resolved.
Invite a Co-worker
Send a co-worker an invite to the Exchange portal.Just enter their email address and we’ll connect them to register. After joining, they will belong to the same company.
Send Invite Cancel
82566members
350187posts

DCO 8.3.0 - Change Management (Work Order Template creation)

EcoStruxure IT forum

A support forum for Data Center Operation, Data Center Expert, and EcoStruxure IT product users to share knowledge on installation, configuration, and general product use.

Solved
Venkat
Ensign Ensign
Ensign
0 Likes
1
728

DCO 8.3.0 - Change Management (Work Order Template creation)

Hi team,

 

One of our customer, we need to show the below DCIM Feature point for Change management - Work Order Template.

 

Ability to create work order templates that shall be used for recurring work types like maintenance activities or standard procedure for installation of a certain type of server.

 

Understand that we can able to create new template on DCO Web-client and wish to know how it will replicate at DCO Desktop-Client for new work order creation.

 

Kindly suggest us with screenshots to explain customer end.

 

Thanks & Regards,

 

K.Venkat.

Tags (1)

Accepted Solutions
Jef
Captain Captain
Captain
0 Likes
0
722

Re: DCO 8.3.0 - Change Management (Work Order Template creation)

Hi Venkat,

 

A work order template is a work order that you can save and reuse for other similar work orders. The following page describes  creating and applying work order templates :

https://helpcenter.ecostruxureit.com/hc/en-us/articles/360036208334-Creating-and-applying-work-order...

 

--

updating:
an example to create a process template called 'Add Server' with the following tasks:

task 1: Add server x to rack

task 2: Connect to power feed A

task 3: connect to power feed B

task 4: Connect to Network

 

We can use the Create new Work Order Process icon (from the top menu) or from Tools > Create new Work Order Process:

img1.JPG

 

Fill the work order process properties, such as name (Add Server in this test), 

add tasks,

open Workflow View, and tasks (task 1 to 4 in my example), set flow/connectivity between the tasks (click on a task and drag its arrow to the next task, if there should be dependencies between the tasks).

img2.JPG

img3.JPG

 

Save and close.

 

 To apply a saved template: 

In this example, right click on a rack (that should have the work order), and select Apply Work Order Process > Add Server (created moment ago)

img4.JPG

Or go to Tools > Create New Work Order, and then choose the saved process template (from the drop down list).

In the Work Order editor, adjust the text for work order (such as defining work order summary, adding additional tasks if needed).

img5.JPG

and then save and close the work order.

 

Kind regards,

Jef

See Answer In Context

Tags (1)
1 Reply 1
Jef
Captain Captain
Captain
0 Likes
0
723

Re: DCO 8.3.0 - Change Management (Work Order Template creation)

Hi Venkat,

 

A work order template is a work order that you can save and reuse for other similar work orders. The following page describes  creating and applying work order templates :

https://helpcenter.ecostruxureit.com/hc/en-us/articles/360036208334-Creating-and-applying-work-order...

 

--

updating:
an example to create a process template called 'Add Server' with the following tasks:

task 1: Add server x to rack

task 2: Connect to power feed A

task 3: connect to power feed B

task 4: Connect to Network

 

We can use the Create new Work Order Process icon (from the top menu) or from Tools > Create new Work Order Process:

img1.JPG

 

Fill the work order process properties, such as name (Add Server in this test), 

add tasks,

open Workflow View, and tasks (task 1 to 4 in my example), set flow/connectivity between the tasks (click on a task and drag its arrow to the next task, if there should be dependencies between the tasks).

img2.JPG

img3.JPG

 

Save and close.

 

 To apply a saved template: 

In this example, right click on a rack (that should have the work order), and select Apply Work Order Process > Add Server (created moment ago)

img4.JPG

Or go to Tools > Create New Work Order, and then choose the saved process template (from the drop down list).

In the Work Order editor, adjust the text for work order (such as defining work order summary, adding additional tasks if needed).

img5.JPG

and then save and close the work order.

 

Kind regards,

Jef

Tags (1)