3C Summary |
Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.
Tip: To limit the display of information in the grid and maximize performance, use the filter. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you search on task ID, incident ID, or project ID, you are encouraged to specify a location ID as well to help reduce the amount of search time required.
If your organization tracks 3C (complaint, cause, and correction) information at the work-order level (rather than at the task or service-request level), you can use the 3C Summary tab to enter that information. Comments are automatically transferred to the generated warranty claim on the Summary tab of the Data -> Warranty -> Reimbursement Claims screen. The information is printed on hard copies of the work order.
The Work Order Center screen supports location level and department-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates. In addition, the option specified in the Require match between work order location and equipment access rights location field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen specifies whether users can open work orders on this screen.
To streamline data entry, you can copy work orders using the Copy button. For a list of the data items that are copied and not copied, see Work order data items copied. Remember that behind-the-scenes functionality specified on the Work Order Center screen also applies to work order actions performed through the Shop Activity Portals in Web Modules.
You can also use the sort button to arrange the order in which work order IDs display. If you do not specify a sort sequence, IDs are listed in descending order by the Date and time in field (specified on the Basic Info tab).
When you filter data based on multi-unit project ID, data for work orders includes service requests assigned to the project as well as work orders directly assigned to the project. If you search on project ID, you are encouraged to specify a location ID as well to help reduce the amount of search time required.
You can use the % wildcard character to filter the results of choice lists on this screen.
The fields in the top section of this tab define the data that displays. All fields are display only.
Work order ID
Identifier of the work order, which is composed of three parts: location identifier of the shop to which the work order is assigned; calendar year in which the work order was opened; and sequence number.
Equipment ID
Identifier of the work order’s equipment unit.
Job status
Job status of the work order. The statuses are as follows:
OPEN: The work order has not yet been completed.
WORK FINISHED: Shop personnel have completed the work and placed a check (ü) in the Date and time finished field.
CLOSED: The work order is no longer open.
PENDING: Work has not yet started on this work order.
Note for optional Bar Code module: The value for work orders opened with hand-held devices is specified in the Job status to assign work orders opened with hand-held devices field on the Work Orders - Defaults tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Current work delay
Identifier of the reason for the current work delay, if any, on the work order. The work delay description displays to the right of the ID. Display only from the Work delay ID field on the Delay tab.
Data in the fields on the bottom section of this tab provide 3C details. Depending on the phase specified in the Require entry of summary information on close of warranty work order field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen, there must be data in each of these fields before a work order may be closed or finished. Otherwise, these fields are optional.
Information from all three fields is printed on the hard copy work order as FORMAT 1. Field headers are printed only if there is information in the applicable fields.
Complaint
Free-form text field in which you can enter complaint comments. Maximum field length is 900 characters. This information is transferred to the Summary tab (Data -> Warranty > Reimbursement Claims screen) for the generated warranty claim.
Cause
Free-form text field in which you can enter cause comments. Maximum field length is 900 characters. This information is transferred to the Summary tab (Data -> Warranty > Reimbursement Claims screen) for the generated warranty claim.
Correction
Free-form text field in which you can enter correction comments. Maximum field length is 900 characters. This information is transferred to the Summary tab (Data -> Warranty > Reimbursement Claims screen) for the generated warranty claim.