Alternative Methods to Initiate Work Orders: Case Management
- Lindsay O'Connell
- Jul 2, 2024
- 1 min read
Updated: May 29
Did you know there are alternative methods to initiate work orders?
Traditionally, reporting an issue that requires the maintenance team’s attention is done via Work Requests in EAM. This is great if you have an EAM user account and know which equipment code to select. But what if you don’t have an EAM account? What if you’re unfamiliar with EAM equipment codes? What if you just want to bring attention to a concern that may not warrant work to be done right away?
In this series, we’ll go over some alternative methods for requesting work, which aim to put more flexibility in the hands of requestors while also providing helpful tools to EAM planners.
Today, we’re going to start with method 1:
Case Management
Case Management allows you to log events that might not directly involve equipment. For instance, it can be used to report incidents like a spill or a slip-and-fall accident.
Key features:
Checklists: Ensure all steps are followed and documented.
Document Attachments: Attach relevant files or evidence.
Task Details: Provide comprehensive descriptions and instructions.
Additionally, a Follow-up Work Order may be created from any recorded Case if further planning is needed:
Stay tuned for next week’s post to learn about the second method.
