Tools |
Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.
The Tools tab displays information about specialized tools used to perform tasks on the work order.
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.
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 on this 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.
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. 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.
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. Display only from the Work delay ID field on the Delay tab.
Data in the screen group in the bottom section of this tab displays information about the tools. All fields are display only.
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.
Date of check in
Date and time the employee returned the tool.
Task ID
Identifier of the task that requires the tool.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Tool ID
Unique identifier of the tool.
Tool IDs are defined on the Data -> Shop Activity -> Tools -> Setup -> Tools screen.
Hours used
Number of hours that the tool was used to complete the task.
Employee ID
Identifier of the employee who used the tool.
Name
Name of the employee associated with the employee ID.
Total cost
Total cost associated with the tool's use. Charged to the work order.
Account ID
Account ID assigned to the work order on the Basic Info tab. This field has a list box.
Account IDs and their status are defined on the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.