Files

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 Files Information

The Files tab enables you to view and insert links to files associated with work orders. Examples include a scanned document (such as an accident report) or a photograph.

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 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 default from the information entered on the Basic Info tab. These fields are display only.

WO ID

Identifier of the work order currently selected in the grid.

Equipment ID

Identifier of the work order's equipment unit.

Job status

Job status of the work order.

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 on the Delay tab.

Detail View

The Files screen group lists the data files associated with the work order. These fields are optional.

Delete

To delete the entries in the fields to the right, place a check in this field and click Save.

Type

Free-form text field in which you can specify the file type. The maximum field length is 20 characters.

Path and file name

Navigation path and file name of the data file associated with the work order. Maximum field length is 255 characters. This field has a file launch button .

Description

Description of the data file. Maximum field length is 50 characters.