Delay |
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. 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).
The Delay tab enables you to review a history of all work delays processed for a work order and to record new begin and end work delay times. You can also use this tab to transfer work orders from one shop to another (use the Work delay ID, Begin, and End fields). The tab highlights if the work order is in delay. You cannot start a delay while inserting a work order as finished or closed.
Tip: If you are performing an update that requires a calendar to calculate hours but the calendar has not been generated for that time period, a warning message appears. You will be allowed to process the update, but the hours will not be calculated properly because the calendar has not been generated. If you receive this warning message, ask your system administrator to generate the calendar.
While a work order is in work delay, you cannot use the Data -> Shop Activity -> Employee Labor Capture screen to post labor charges to it. To see a list of all screens from which you can post charges to work orders, go to Posting charges to work orders. Charges are posted in the same way from each screen.
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. If location security is in effect for the logged-in user, location security rules that apply to the equipment unit location and the work order location also apply when transferring a work order using a delay.
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 Web Modules.
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.
For instructions on how to reverse work delay entries, see Reversing Incorrect Work Delay Entries.
Retention information for functional areas is specified on the Retention Levels tab of the System Mgmt -> Setup -> Table Management screen.
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.
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. This field is display only.
Job status
Job status of the work order. This field is display only. The job 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 in the Date and time finished field on the Basic Info tab for this work order.
CLOSED: The work order is no longer open.
PENDING: Work has not yet started on this work order.
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.
Note: If the work order’s location ID has a default work delay ID for new work orders, the Begin field is checked automatically and a work delay with that work delay ID is started. You can override the start of the delay using one of the following three different ways:
Remove the check in the Begin field
Change the work delay ID or the beginning date and time
Place a check in the End field before processing the insert. Default work delay IDs for new work orders are defined on the Work Orders - Defaults tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
The fields in the bottom section of the tab provide more information about the work delay. Unless otherwise indicated, these fields are optional.
Begin
A check in this field begins a new work delay. You cannot begin a new work delay on a work order if a delay is already in process. You also cannot start a delay while inserting a work order with a status of either WORK FINISHED or CLOSED.
Date and time
Date and time of the beginning of the delay (a 24-hour clock is used). When you are setting up a new work delay, the current date and time displays. You can change it. It must be the current system date and time or earlier.
End
A check in this field stops the work delay time period. The Stop/Date and time field is set to the current date and time. If the Work delay ID field specifies TRANSFER - SHOP RESPONSIBILITY or TRANSFER - USER RESPONSIBILITY, work order transfer functions are performed automatically.
Date and time
Date and time of the end of the delay (a 24-hour clock is used). The current date and time displays. You can change it. It must be the current system date and time or earlier.
Work delay ID
Identifier of the type of work delay. This field has a list box. The work delay description displays to the right of the ID.
If you choose TRANSFER - SHOP RESPONSIBILITY as the work delay ID, you must enter information in the Transferee shop field.
If you choose TRANSFER - USER RESPONSIBILITY as the work delay ID, the assigned repair location ID for the equipment unit is inserted.
Note: Rebuild work orders, including work orders for serialized components, may have work delays recorded against them as long as the delay is not a transfer delay. Work delays against rebuild work orders are allowed if the delay does not transfer shop or user responsibility.
Work delay IDs and the types of work orders that they apply to are specified on the Data -> Shop Activity -> Setup -> Work Delay Codes screen.
Transferee shop location
Identifier of the shop to which the equipment unit is to be transferred. This field has a list box. The shop location name displays to the right of the ID. Required only if the work delay ID has been assigned a delay type of AWAITING TRANSFER. Work delay IDs for work delay types are assigned using the Special Items tab on the Data -> Shop Activity -> Setup -> Options screen.
Note: The choice list is not limited by location security.
Comment
Text field in which you can enter comments regarding the delay. Maximum field length is 600 characters.
The screen group in the bottom section of this tab lists closed work delays processed for the work order. All fields are display only. The screen group can display up to 200 rows of information. To view more than 200 rows, use the Queries/Reports -> Query/Report Generator screen to create and run a report that includes the information. You can also use Web Modules Reporting or any other reporting tool sold separately (such as Microsoft Access) that can attach to the database. Refer to the related documentation for these products.
Work delay ID
Identifier of the type of work delay.
Work delay ID description
Description of the work delay ID.
Begin date and time
Date and time that the delay began (a 24-hour clock is used).
End date and time
Date and time that the delay ended (a 24-hour clock is used).
Elapsed hours
Length of the work delay, to the nearest tenth of an hour. This field is display only. If the end date and time is earlier than the begin date and time, negative hours are calculated and displayed. The field format is 7.2 (seven digits before the decimal; two after).
Transferee shop location ID
Identifier of the shop location to which the equipment unit is to be transferred. This field applies only to work delays with a delay type of AWAITING TRANSFER.
Work delay IDs for work delay types are assigned using the Special Items tab on the Data -> Shop Activity -> Setup -> Options screen.
Transferee shop location name
Name of the location in the Transferee shop location ID field.
Comment
Text field for comments regarding the delay.