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Work Order - Add versus Relate CI's

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Benjamin F Cros
New Member.

Work Order - Add versus Relate CI's

Currently we create a WO from a CH to link to multiple CI's when needed. For ease in selecting multiple CI's, we use the Relate button - but we don't know what is functionally different between ADD & RELATE in the WO. Any enlightenment?

Thanks!
3 REPLIES
Jonathon Druce
Acclaimed Contributor.
Solution

Re: Work Order - Add versus Relate CI's

It seems that relate allows you to link a work order to a CI without having to go through the CI on WOrk order screen (this is the one where you can specify planned values and outages) while the Add will take you to this screen. Both are valid and useful.
Robert S. Falko
Acclaimed Contributor.

Re: Work Order - Add versus Relate CI's

Benjamin,

It is confusing, given that even you create the relation using the Relate button, you end up on the same form as Add, if you modify the relation.

I think the confusion is largely due to the fact that you are, in reality, adding a row to the table "CIs on Work Orders", both with the Add and with the Relate button. This table cannot be used to relate a single (existing) CI to two or more Work ORders, which wouldn't make sense given the attribute update functionality.

What you lack in using the Relate button is the report of other open Work Orders that are related to the CI.

-Josh
Benjamin F Cros
New Member.

Re: Work Order - Add versus Relate CI's

Thanks for your help!