Create and assign

Creating and assigning a work order is the step where an observed issue becomes accountable work. The goal is not just to open a ticket. It is to make sure the right plant context, priority, and ownership are clear enough that action can begin immediately.

Overview

Use this workflow when an alarm, inspection finding, recurring issue, or customer request needs structured follow-up. A good create-and-assign flow reduces delays later because the assignee understands what happened, where it happened, how urgent it is, and what outcome is expected.

When to use this

• an alarm needs action beyond simple acknowledgement
• an operator spots a defect or trend that requires intervention
• a supervisor wants to formalize work discovered during review or reporting
• a customer request needs tracked execution and close-out

Step-by-step workflow

1. Identify the plant or asset context.
2. Enter a clear subject that explains the issue in operational language.
3. Add the description, area, category, and priority so the receiving team understands scope.
4. Record the requester and any due date or expected response target.
5. Add shutdown-related context if the work affects plant, inverter, or string availability.
6. Save the work order and assign it to the responsible person or team.
7. Confirm that the work order moves into the active queue with visible ownership.

Expected outcomes

• the issue is now a formal work order instead of an informal note
• the assignee and supervisors can see ownership clearly
• the team can sort and filter the work alongside the wider backlog
• the record is ready for execution updates, evidence, and final review

Caveats and operational notes

• Keep the subject and description specific enough that another team can act without extra back-and-forth.
• Assignment is a management action in the workflow, so make sure the assignee is current and accountable.
• If a work order is still a draft, publish it before trying to assign or resolve it.
• If the work is not ready for a named assignee yet, it can remain active in a New state until ownership is set.

Related pages

• Work order lifecycle
• Roles and permissions
• Resolve, review, and close