Messages |
Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.
The Messages tab displays messages about the work order or equipment unit, including work orders that are closed. These messages are included in the Information Messages section of printed work orders. If there are messages associated with the work order, this tab displays in the alert color specified on Preferences -> Color Setup.
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.
When you insert (open) a work order, this tab displays a message if any of the following conditions exist:
The equipment unit is under a service level agreement (SLA) and there is an insufficient SLA availability during any future requirement periods.
The equipment ID has a check in the Check motor pool availability for pool units field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, and opening the work order would make the equipment unit unavailable during this period and thus prevent the rental pool dispatch location from being able to fulfill a CONFIRMED reservation for that equipment type.
The equipment unit has exceeded the meter override for a PM service.
When you insert a work order or view an existing a work order, messages may display depending on the message options for components specified on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information 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.
If a work order requires approval, the message WORK ORDER REQUIRES APPROVAL displays on this tab and in the Information Messages section of the printed work order.
If you are in Insert mode and the work order location has a check in the Include work order messages for associated components/while inserting a new work order field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, this tab displays messages related to components associated with the work order's equipment unit.
If the work order location has a check in the Include work order messages for associated components/on printed work orders field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, messages related to the components associated with the equipment unit are included in the Information Messages section of printed work orders.
Tip: To improve the performance of the Get Data function on this tab:
The filter has an extensive list of searchable fields; use the scroll bar to view them all.
If you search on task ID, incident ID, or project ID, specify a location ID as well to reduce the search time required.
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. Specify a location ID as well to reduce the search time required.
The tab does not display data for closed work orders. If you would like to suppress messages while retrieving data, place a check in the Do not generate Messages Tab data field at the bottom of the filter window.
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).
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. 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 on the Delay tab.
View recent work orders
Click the View recent work orders button to open a new instance of the Work Order Center screen, filtered on work orders opened for the equipment unit within the last six months. If the Equipment ID field is blank, a new instance will not launch.
The Information about the work order or equipment unit field in the bottom section of this tab contains display-only messages that may provide information about the following:
Information from the Messages field on the Comments tab of the Data -> Equipment Units -> Fleet Equipment screen.
Other open work orders for the equipment unit.
Tasks specified on the Tasks tab that are potential comebacks.
Warranty status regarding the equipment unit or components associated with repair tasks. Messages include the expiration date and expiration meter. Options for messages regarding component warranties are specified on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. Warranty information for components associated with task IDs is defined on the Component Warranties tab of the Data -> Equipment Units -> Additional Data screen.
The warrant field also shows the warranty type and the expiration date (the date the warranty on the item expires).
Notification that the equipment unit is:
Late for a scheduled PM or inspection service.
Late for a statutory inspection.
In a life-cycle status that is not identified as active.
Due for a scheduled PM or inspection service.
Work order approval requirements.
PENDING ACCIDENT DAMAGE (heading): Recorded accident that either has not been assigned to a work order or has been assigned to a work order in OPEN, PENDING, or WORK FINISHED status. If the accident has been assigned to a work order, the accident ID, description (truncated after 38 characters), and work order ID display. If the accident has not been assigned to a work order, the accident ID and description (truncated after 38 characters) display.
Note: An option on the Work Order Messages screen in FA Web Modules specifies whether the PENDING ACCIDENT DAMAGE information displays.