Work Order Center |
General Work Order Center Information
Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.
The Work Order Center screen enables you to display and record information about equipment unit work orders.
Work to be performed in the shop
Work to be performed by commercial vendors
Work to be completed by both types of parties
You can see limited work order information on the Data -> Shop Activity -> Work Order - Short Form screen and the Data -> Parts Activity -> Internal Rebuilds screens. These limited work screens enable you to specify some work order information more quickly.
Note: Before you delete an open work order, you must manually reverse all entries of labor, parts, and commercial costs posted to it. Review the Labor, Parts, and Commercial tabs to determine what has been posted.
Activities on this screen are recorded on the System Mgmt -> Activity Log screen with the equipment ID as part of the key values. To filter on all activities processed on the Work Order Center for equipment ID ABC123, for example, enter values in the filter for Screen ID: 2037 and Key values: %ABC123%
Tips to Use the Work Order Center
Note: 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.
Mobile Software
If the optional Mobile Software is installed, you can use hand-held devices to transfer work order information between the application and the hand-held devices in order to work with the data from remote locations. Refer to the related documentation for these products.
Other Helpful Screens
For a list of tracked work order information, refer to Work order processing. Work orders can be for the following
For a list of functions you can perform on each of these screens, refer to Work order screens.
For a list of all screens from which you can post charges to work orders, go to Posting charges to work orders. Charges are posted in the same way from each screen. If you attempt to post charges to a closed work order, an error message displays. To re-open a closed work order to post charges or make changes, go to Re-opening a closed work order.
Work Order Center
To learn more about each tab's functions and fields, click the applicable hyperlink.
Detail View Header
Data in the detail view area of window provides more information about the notification process.
In the detail header, there are several fields to help with identifying work order information:
Work order ID
Equipment ID
Job status
Current work delay
Detail View
The Basic Info tab displays information about work orders including IDs, job types, equipment and PM information, priorities, and dates and times of significant work order events.
The More Info tab displays information about contacts, insurance, reference order, overhead cost, and parking information associated with selected work orders.
The Message tab displays messages about selected work orders or equipment units.
The Comments tab displays record comments about, and associated files with work orders.
The Notes tab displays notes about selected work orders
The Standard tab displays information on the association of standard jobs with work orders.
The Tasks tab displays information on the expected and performed work order tasks.
The Service Requests/Defects tab displays requests for service related to the selected work order equipment units and assignments of requests to work orders.
The Estimating tab displays estimated hours and cost associated with the selected work orders.
The Output Control tab displays print information related to selected work orders, including the definition of the valid printer name (required in order to print hard copies of work orders).
The Labor tab displays dates and descriptions of all labor charged to selected work orders.
The Parts tab displays charges to selected work orders for parts issued (from inventory or directly) to the work orders.
The Commercial tab displays information on commercial labor and parts (supplied by vendors) charged to selected work orders.
The Delay tab displays the history of all work delays recorded on selected work orders and record of new work begin and end delay times on selected work orders. Can also be used to transfer work orders from one shop to another. The tab highlights if the work order is in delay.
The Tools tab displays information on the tools used to perform tasks on selected work orders.
The Current Labor Assignments tab displays information on the Current labor assignments on selected work orders. Not accessible in Insert mode.
The Files tab displays information on the Names of files associated with a work order.
The Summary Cost Info tab summarizes information related to selected work order costs.
The 3C Summary tab is where you can enter 3C (complaint, cause, and correction).
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See Also:
Frequently asked questions about work orders
Printing hard copies of work orders
Actions performed when a parts issue is processed
Required fields to open a work order
Fields locked when work order is closed
Reverse erroneous labor transactions
Work order processing (overview)
Step-by-step procedures:
Open work orders for multi-unit projects
Change an open work order's job status from PENDING
Printing hard copies of work orders