Pushing Work Orders into LMPM

Pending work orders can be created in LMPM from Issues and Completed Tasks.

Setup: Allow Work Order Functionality

1, Navigate to Setup --> System Settings.

2. Click the Edit button in the upper right.

3. Scroll down to the LMPM Work Order Integration section.

4. Check the desired options for Allowing issues and/or tasks to be sent into LMPM

Usage: How to Push Work Orders Into LMPM and View Results

Issues

1. Navigate to Issues

2. Select an Issue to push into LMPM and click the Manage button

3. Click the Send Work Order to LMPM option

4. Once clicked, view the status of the work order underneath the Manage button by clicking view work order.

Time Saver Tip: Use the checkboxes on the left of the screen to select multiple Issues and then click the Send Work Orders to button to send work orders in bulk.

Tasks

1. For any completed task, open the Task Popup window from any screen (such as Reports --> Task History)
2. Click the Send Work Order to LMPM link

3. Once clicked, view the status of the work order push in the Task Details section.

4. Additionally, view the status of the work order push in Reports --> Task History.