Work Order Splitting

The work order splitting functionality enables you to divide a work order into multiple work orders. When you split a work order, a new work order is created containing the tasks that were split. You can select one task or multiple tasks on a work order to be split, ie moved, to a new work order.

Split Process

The split process takes place between a source work order, which is the work order that loses its tasks, and a target work order, which is the newly created work order where tasks are moved to. The process for splitting work orders is as follows:

  1. Select one or more tasks on the source work order.
  2. Click Assist > Split Work Order in the sidebar.

The business rules are evaluated and as a result, certain side effects are triggered on the source work order and the target work order.

The following side effects occur on the source work order:

  1. The work order's selected tasks are removed.
  2. The work order durations (Estimated Duration and Estimated Downtime) are recalculated.
  3. The work order meters are re-evaluated to check whether the tasks on the target work order require them. They are deleted on the source work order if there are no more tasks requiring the meter.

The following side effects occur on the target work order:

  1. The target work order is created.
  2. The work order gains the selected tasks.
  3. The relevant meters for the split tasks are linked. They are only deleted on the source work order if there are no more tasks requiring the meter.
  4. The work order durations (Estimated Duration and Estimated Downtime) are recalculated.

The selected tasks and their details (including all task resources, spares, and sub tasks or linked follow up tasks) are moved to the target work order. The target work order's status is set by the default work order status rules. When a work order is split and the system option to automatically add standard tasks is set, then all the listed standard tasks should automatically be added to the target work order if they are not already present.

When the split process is complete and the business rules have been evaluated, the Work Order Movement Log will display information on the split. The Work Order Movement Log keeps track of the movement of tasks and their history. Refer to Work Order Movements for more information.

Business Rules for Work Order Splitting

The following business rules apply when splitting work orders:

  • The source work order should be in an "Awaiting Approval" or "Approved" base status.
  • The tasks selected on the source work order to be split off shouldn't have work order costing. Used spares or resource durations on a task are not allowed to be split.
  • The source work order should contain at least one task, as the split option is only available when a work order task is selected.
  • Tasks containing feedback can be split to a target work order. This includes tasks have been marked as completed and where task feedback classifications have been filled in.
  • You cannot split tasks from a source work order that belong to a parent task, such as:
    • Sub tasks (they move with their parent).
    • Follow up tasks that are not active yet. Once the inspection fails and the follow up task becomes enabled, then the user can split the follow up task to a target work order without its parent inspection task. If the main inspection task is split to a target work order and the follow up task is not enabled yet, then the follow up task will move with its parent inspection task to the newly created target work order.
  • The user must have the appropriate split permission.