Comments |
The Comments tab enables you to view and record comments about the work order. You also can associate files with work orders.
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.
General Comments Tab Information
You can use this tab to describe the service writer’s diagnosis of what needs to be done, as well as the technicians’ comments about the work performed. These comments are retained with the work order information; they become a permanent part of the work history of the unit. To view and record any service requests that precipitated the opening of the work order, see the Service Requests tab.
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 and whether there are restrictions on the equipment that can be repaired.
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 the Web Modules.
You can also use the sort button to arrange the order in which the work order IDs are listed. 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.
Detail View Header
The fields in the top section of this tab define the data that displays.
Work order ID
Identifier of the work order currently selected in the grid or that you are inserting (opening). The work order ID is composed of three parts: the location, year, and number. The location part of the field has a list box.
Equipment ID
Identifier of the equipment unit on the work order currently selected in the grid. Display only.
Job status
Job status of the work order. Display only:
OPEN: The work order has not yet been completed.
WORK FINISHED: Shop personnel have completed the work and placed a check in the Date and time finished field on the Basic Info tab for this work order.
CLOSED: The work order is no longer open. Comments on closed work orders cannot be updated or changed.
PENDING: Shop personnel are waiting for the equipment unit to arrive at the shop.
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.
Detail View
The bottom section of this tab enables you to record comments and associate a file with a work order.
Title
The title of the work order. This field has a maximum limit of 255 characters.
Comments
Free-form text field in which you can type comments regarding the work order. If the Message when part under warranty is replaced check box is selected on the Messaging tab of the Data -> Parts Items -> Setup -> Options screen, this field displays the message text associated with issuing a part to replace one under warranty.
Associated file
Path and filename
Path and file name of a file associated with the work
order. This is useful if you want to associate a procedures document,
diagram, schematic, and so forth with the task. This field has a Zoom button 
to the file.
Description
Description of the file associated with the work order.