Standard Jobs |
Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.
The Standard Jobs tab, available only if a valid work order ID is selected in the grid, associates standard jobs with work orders. When you assign tasks to a standard job and then assign that job to work orders, you do not need to use the Tasks tab to individually define each task included in the job. Standard jobs and the tasks that comprise them are defined on the Data -> Shop Activity -> Setup -> Standard Jobs 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. 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 the 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.
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. 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. Display only from the Work delay ID field on the Delay tab. The work delay description displays to the right of the ID.
Data in the screen group in the bottom section of this tab define the standard jobs associated with the work order. Unless otherwise indicated, these fields are required.
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. 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.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Standard job ID
Identifier of the standard job. Maximum field length is 30 characters. This field has a list box of standard job IDs assigned to the equipment unit’s equipment class for resources on the Data -> Shop Activity -> Setup -> Standard Jobs screen.
Equipment units are assigned to an equipment class for resources on the Classes tab of the Data -> Equipment Units -> Fleet Equipment screen. The tasks associated with a standard job ID are defined on the Basic Info tab of the Data -> Shop Activity -> Setup -> Standard Jobs screen.
Standard job description
Description of the standard job identifier. Display only.
Post standard parts to tasks
The action performed when you process information on this screen depends on whether there is a check in the Post standard parts to tasks generates part request field on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
If the field has a check, parts requests are automatically generated for the parts associated with each task in the standard job to the work order. The parts are automatically requested from the default parts issue location (determined by the first part of the work order ID).
If the field is blank, the part is issued to the work order without a parts request being generated.
The parts required to complete standard job tasks are defined on the Parts Required tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen.
Note: If there is a serialized part in the list, you cannot post standard parts using this tab.