More Info

Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.

The More Info tab enables you to display and define additional information about 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 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.

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.

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. 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: 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

Data in the fields in the bottom section of this tab provide more information about the work order. Unless otherwise indicated, these fields are required.

Department ID

If you are setting up a new work order, this field identifies the department to which the equipment unit is assigned or loaned when the work order was opened. The department name displays to the right of the ID. This field is display only.

Note: If you change the assigned department ID after you open the work order, the printed work order lists the department to which the equipment unit was assigned at the time the work order was opened.

Shop location ID transferred from

If an equipment unit is transferred between shops, this field displays the identifier of the shop location from which this work order was transferred. The shop location name displays to the right of the ID. This field is display only. Refer to transfer of an equipment unit.

Shop location ID transferred to

If an equipment unit is transferred between shops, this field displays the identifier of the shop location to which this work order was transferred. The shop location name displays to the right of the ID. This field is display only. Refer to transfer of an equipment unit.

Cost center

If you are setting up a new work order, this field displays the cost center to which the equipment unit is assigned. You can change this value. This field is optional.

Tax code ID

Identifier of the tax code for this work order. This field has a list box. If you are setting up a new work order, this field displays the tax code ID for the equipment unit. You can change it.

The Require tax code ID field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen specifies whether information in this field is required or not required.

Overhead cost

If the shop makes a standard overhead charge in addition to charges for work actually performed, this field displays the amount to be charged to this work order. You can change the default value that appears.

If you use the Data -> Equipment Management -> Work Order Summary screen to display information about the work order and do not place a check in the Include apportioned job overhead field on that screen, this cost displays in the Overhead cost field on that screen. If you do place a check in the field, this field displays the value apportioned to each task, based on the value of charges posted to the task.

For default work order overhead charges, refer to the Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. This field is optional.

Reference order ID

Reference or external work order ID associated with this work order. Because this field is optional, you can use it however you want.

If the work order was generated as part of a multi-unit project, the project ID appears.
If there is a value in the Shop location transferred from field, this is the ID assigned to the work order at the previous shop.
If there is a value in the Shop location transferred to field, this is the ID assigned to the work order at the new location.

Contact name

Name of the person to contact regarding the equipment unit. If you are setting up a new work order, this field displays the name of the assigned operator (if any) for the unit. This field is optional.

Phone

Telephone number of the contact person. This field is optional.

Email Address

The email address of the contact person.

Current location

Identifier of the equipment unit's most recent location. If the unit has a status of IN SERVICE, this field is set to spaces. This field has a list box. The location name displays to the right of the ID. This field is optional.

Parking stall

Number of the parking stall in which the equipment unit is located. This field is optional, so you can use it any way you want. If an equipment unit has an assigned parking stall, this field defaults to the parking stall listed on the work order. You can change it.

Note: If the parking stall listed on the work order is changed, this value will not change, as it is meant to reflect the equipment unit's permanent parking stall. The parking stall entered on the work order will print on the work order hard copy.

Hat number

Number of the plastic hat placed on top of the vehicle when it enters the work queue. This field is optional.

Equipment serial no

Serial number or vehicle identification number (VIN) (whichever applies) of the equipment unit on the work order. This field is display only.

Component rebuild

If this field has a check, the component on the work order is a tracked as a rebuildable part (in other words, it is a serialized part with a status of AWAITING REBUILD). This field is display only.

Tip: Internal rebuilds can be performed on work order screens only when there is a check in the Enable part status tracking field on the Part Status Tracking tab of the Data -> Parts Items -> Setup -> Options screen.

Notification template

Identifier of the notification template. This field has a list box and a zoom button to the Data -> Shop Activity -> Setup -> Notification Template screen. This field is optional.

Note: If a template ID is provided, a notification instance ID is automatically generated based on the template data and recorded on the work order. An instance ID is generated only if the work order does not have one already.

Notification templates are defined on the Data -> Shop Activity -> Setup -> Notification Template screen.

Notification status

Status of the notification. This field has a zoom button to the Notification Instance screen. This field is display only.

Test Results Buttons

View test results and New test results

To view existing test results, click the View test results button. To insert new test results, click the New test results button. In either case, the Data -> Equipment Activity -> Testing -> Test Results screen appears. If you clicked the New test results button, the screen fields populate automatically with the equipment ID and other information from the work order.

Tip: If the equipment is rail equipment, the Test Results button is hidden and the Wheel Measurements button is available. If you click the Wheel Measurements button, the Data -> Shop Activity -> Wheel Measurements screen appears. If you deal solely with rail equipment and do not want the Test Results button to display, use the System Mgmt -> Setup -> Access Rights -> Rights Templates -> Control Rights screen to hide it.

Number of test results

Display-only indicator of the number of test results. If there are no test results, 0 displays in this field.

Found on test ID

Identifier of the test results. This field has a list box. If there are no test results, 0 displays in this field. This field is optional.

Note: The capability to automatically associate a test result with every work order in a class only occurs when inserting a work order and only for classes associated with a test type that has a check in the Automatically add to WO field on the Equipment Classes tab of the Data -> Equipment Activity -> Testing -> Setup -> Test Types screen.

Insurance claim no

Number of the insurance claim associated with this work order. The maximum field length is 20 characters. This field is optional.

Accident ID

Identifier of the accident to associate with this work order. This field has a list box. The accident description displays to the right of the ID. This field is optional.

If you specify the work order ID on the Basic Info tab of the Data -> Equipment Activity -> Accidents -> Accidents screen, the accident ID displays in this field, but you can change it. Similarly, when you enter or update information in this field, the Work order ID field on the Basic Info tab of the Data -> Equipment Activity -> Accidents -> Accidents screen is updated.

Incident ID

Identifier of the incident to associate with this work order. This field is optional.

Multi-unit project ID

Identifier of the multi-unit project. This field populates automatically when you open a project on the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen, but you can change it.

You can use this field to associate an existing work order with an existing multi-unit project when the equipment is already on the project. Making this association affects the multi-unit project statistics on the Summary tab of the Data -> Equipment Activity -> Multi-Unit Projects -> Primary Information screen.

Note: To prevent users from updating this information directly on the work order, use control rights to deny updates to this field.

Multi-unit work order ID

Identifier of the associated multi-unit work order. This field populates automatically when you open a work order on the Data -> Shop Activity -> Multi-Unit Work Order screen. This field has a list box. This field is optional.

Production run ID

Identifier of the production run. This field has a zoom button to the Data -> Production Planning -> Production Run Management screen. This field is display only.

Equipment planning project ID

Identifier of the equipment planning project. This field has a list box. This field is optional.

Equipment planning projects are opened on the Data -> Equipment Management -> Planning -> Projects screen.

User ID order opened by

Identifier of the user who placed a check in the Date and time opened field on the Basic Info tab. The user's name displays to the right of the ID. Display only.

Note: This field is populated when the work order is opened using the Equipment Due for Service/Inspection by Equipment, Equipment Due for Service/Inspection by Location, Multi-Unit Projects, or Call Center screen.

User ID order finished by

Identifier of the user who placed a check in the Date and time finished field on the Basic Info tab. The user's name displays to the right of the ID. This field is display only.

User ID order closed by

Identifier of the user who placed a check in the Date and time closed field on the Basic Info tab. The user's name displays to the right of the ID. This field is display only.

Service status last changed by

Identifier of the last user who changed the status of the work order. The user's name displays to the right of the ID. This field auto-populates. This field is display only.

Date and time (in MMDDYYYY HH:MM format) that the service status was last changed. This field is display only.