Service Requests/Defects |
Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.
The Service Requests/Defects tab displays requests for service (deferred maintenance) related to work orders' equipment units and enables you to assign them to work orders. Service requests display on this tab whenever a work order is opened for the vehicle. To assign service requests for equipment units, use the Data -> Equipment Activity -> Service Requests/Defects screen.
General Service Requests Tab Information
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 set the tab color, use the Preferences -> Color Setup dialog box.
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.
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: 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.
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. 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.
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
Data in the fields on the bottom section of this tab, presented in a screen group, display service requests recorded on the Data -> Equipment Activity -> Service Requests/Defects screen. With the exception of the Assigned field, these fields are display only.
Note: The screen group displays 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.
Assigned
If this field has a check, the service request is assigned to this work order. This is the default for all pending service requests for the equipment unit. To disassociate a request with a work order, remove the check. The service request will continue to display on work orders opened for the equipment unit until a work order with a check in this field is closed.
Note: Service requests may not be unassigned if the ID is in use by either an active labor capture entry or a PENDING or OPEN related work order on an enterprise purchasing object.
Service request ID
Identifier of the service request.
Tip: If this field has a value, a Zoom button
to the Basic
Info tab of the Data ->
Equipment Activity -> Service
Requests/Defects screen displays to the right of the ID.
Service request/defect description
First 60 characters of comment text entered as part of the service request.
Symptom
Symptom associated with the service request.
Task ID
Identifier of the task that correlates most closely with the problem the service request describes.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Note: If a service request assigned to a work order has a task ID assigned and bar code printing is activated, the hard copy work order will include the bar code for the task followed by the task ID and description.
Condition comments
Text field for comments regarding the condition.
Status
Status of the service request.
Work class
Code that specifies the work class assigned to the service request.
Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.
Repair reason ID
Identifier of the repair reason for the cause of the service request.
Repair reason IDs are defined on the Data -> Shop Activity -> Setup -> Repair Reasons screen.
Priority ID
Identifier of the priority associated with the service request.
The default priority for new service requests is set on the Data -> Shop Activity -> Setup -> Symptoms screen.
Date and time required
Date and time (in MM/DD/YYYY HH:MM format) that the service request must be resolved.
Estimated hours
Estimated number of hours of labor required to complete the task associated with the service request.
Entered by
Identifier of the person who entered the service request.
Date and time entered
Date and time (in MM/DD/YYYY HH:MM format) that the service request was created.