Basic Info |
The Basic Info tab enables you to display and record identifying information about work orders (IDs, job types, equipment and PM information) and dates and times of significant work order events.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on work order location ID/year/number, equipment ID, job status, job type, PM service, and employee ID, among other values. If you filter on PM service, PM and inspection services on repair orders and additional services on PM orders will also be retrieved.
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. The work order ID is composed of three parts: 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. The unit’s year, manufacturer, model, meter readings, and description display in the field below the ID.
Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.
Current work delay ID
Identifier of the reason for the current work delay, if any, on the work order. This field displays the information from the Work delay ID field on the Delay tab of the Data -> Shop Activity -> Work Order Center screen. The work delay description displays to the right of the ID.
Job status
Job status of the work order. This field is display only.
Note for optional Bar Code module: The job status for work orders opened with hand-held devices is determined by the Job status to assign work orders opened with hand-held devices field on the Functions tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
OPEN: The work on 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.
CLOSED: The work order is no longer open.
Note: You may re-open a closed work order if the work order’s location (specified by the first part of the work order ID) has a check in the Permit re-open of closed work orders field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. That option is overridden, however, if there is a check in the Do not allow reopen of work orders field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.
PENDING: Work has not yet started on this work order.
License number
License number of the equipment unit (if any). Display-only from the Registration tab of the Data –> Equipment Units -> Fleet Equipment screen.
Detail View
Data in the fields in the bottom section of this tab display and record the basic information. Unless otherwise indicated, these fields are required.
Job type
Type of job for the work order. This field is display only. The choices are:
REPAIR
PM: Preventive maintenance (PM) or inspection.
Meter 1 and Meter 2
Reading on equipment unit’s appropriate meters, to the nearest whole meter unit (omit the tenths).
The Require meter reading on finishing repair/PM order and closing repair/PM order fields on the Meter Required tab on the Data -> Shop Activity -> Setup -> Options screen specify whether information in this field is required to close the appropriate type of work order.
In addition, if the equipment unit belongs to a class for meter types with a meter type other than NONE, the class to which the unit is assigned specifies whether information is required in this field. If the meter type is NONE, you cannot specify a value in this field other than zero.
The current meter reading for the unit on the Equipment Master (EQ_MAIN) table is updated under certain conditions. See conditions for updating current meter readings and the Meter 1 validation field.
Meter 1 and Meter 2 validation
Specifies whether and how meter validation is performed. This field has a list box of EQ UPD or NO EQ UPD. See meter validation fields.
Account ID
Identifier of the general accounting system’s account associated with this equipment unit. This field has a list box. The account name displays to the right of the ID.
Account IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen. The Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether information in this field is required, optional, or not required.
The account ID must have a status of ACTIVE. Account status is specified on the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Repair reason ID
Identifier of the reason for the repair. This field has a list box.
Repair reason codes are defined on the Data -> Shop Activity -> Setup -> Repair Reasons screen.
Work class
Code that specifies a work class for the task. Required if there is a check in the Require work class on work orders field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. This field has a list box.
The value in this field is assigned to all tasks on the work order unless you define a different value for the task. To change the work class after the record has been processed or to assign a different work class to specific tasks on the work order, you must be assigned to a user rights group that has a check in the appropriate Override work order work class field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. To change the value for specific tasks, go to the Tasks tab of the Data -> Shop Activity -> Work Order Center screen.
Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.
Warranty work
Warranty status of the work order. This value is assigned to all tasks on the work order unless you define a different value for the task. This field has a list box. To change the warranty status after it is processed or to assign a different value to specific tasks on the work order, you must be assigned to a user rights group that has a check in the appropriate Override work order warranty status field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. To change the value for specific tasks, see the Task Completion tab.
YES: The work order is for warranty work.
NO: The work order is not for warranty work.
UNKNOWN: The equipment unit is still in its warranty period (based on time and meter reading). When the work order was inserted, it could not be determined whether this task was covered by a warranty. You can update this field at any time before you close the work order. You cannot close a work order with this value. See the Date and time closed field on the Basic Info tab.
Employee ID
Identifier of the employee who performed the work. This field has a list box. This field is optional.
Vendor ID
Identifier of the vendor who performed the work. This field has a list box. This field is optional.
PM service
Preventive maintenance (PM) service. When you insert a new work order with a job type of PM and specify an equipment ID, this field displays the next PM service or inspection due on the unit (whichever is due first), but you can change it. The maximum field length is 12 characters. This field has a list box. Required if the job type specifies PM. Must be blank if the job type specifies REPAIR.
Task IDs are defined as PM services on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
PM scheduled
Scheduled date and time for the next preventive maintenance service. In Insert mode, this field displays the next PM service due for the unit and its due date. You can change this if the insert is for a PM work order that is not for the next scheduled PM service for the equipment unit. Required on PM work orders only. The PM schedule updates automatically each time you close a work order.
Next PM due date
Set the date for the next needed PM due date. This is either calculated by the system, or you can enter a manual date for the next PM. If the Override next PM due date field is checked on the Locations - Primary Information screen, Work Orders - Options tab, the work order's current PM service date is replaced with this date when updating the PM schedule.
Date and time in
Date and time the equipment unit arrived at the shop for the work to be performed. This field is display only.
Date and time first labor
Date and time labor first began on the unit. This field is display only.
If there are charges recorded on the Charge Details tab when you process a work order with checks in both or either of the following fields, the PM schedule for the unit is automatically updated. To update the schedule regardless of whether there are charges recorded, place a check in the Update PM schedule field.
Date and time finished
If this field has a check, work on the unit is completed. When you process a work order with a check in this field, accumulation of shop downtime stops, the value in the Job status field is changed to WORK FINISHED, and the current date and time display in this field. You can change the date and time, but they must be the current system date and time or earlier.
Note: To reopen a closed work order, clear the Date and time finished, Date and time closed, and Date and time in service fields and press Save. The status changes to OPEN. Also see Reopen a closed work order.
If there are charges recorded on the Charge Details tab, the unit's PM schedule is automatically updated. To update the schedule regardless of whether there are charges recorded, place a check in the Update PM schedule field on this tab.
Date and time closed
If this field has a check, the work order is closed. When you place a check in this field the current date and time display to the right, but you can change them.
You cannot process a check in this field if the Warranty work field specifies UNKNOWN or the Warranty work field on the Tasks tab specifies UNKNOWN for any task (due to the posting of charges to tasks that the Data -> Equipment Units -> Additional Data screen associates with component warranties defined for the equipment unit).
Note: To change the work order's status from CLOSED to WORK FINISHED, clear the Date and time closed and Date and time in service fields and click Save.
See additional Requirements to close a work order and Reopen a closed work order.
For more detailed information, see Actions performed when you close a work order.
Date and time in service
If this field has a check, the equipment unit is in service. When you place a check in the Date and time finished field, this field is checked and the current date and time display automatically, but you can change them. The date and time that the equipment unit was returned to service may not be in the future.
Estimate
Indicates whether the work order is an estimate. Display only. There are two options:
If this field has a check, this is an estimate work order. All labor, parts, and commercial charge postings are treated as estimates or billing charges. They have no effect on employee labor records, parts inventory, or actual charges.
If this field is blank, the work order is a standard work order. Labor, parts, and commercial charges are posted as actual charges.
Approved
If this field has a check, the work order is approved for work estimated to exceed the work order approval level set for the equipment unit, and you can post charges to or close this work order.
Work order approval level is set on the Authorization tab of the Data -> Equipment Units -> Fleet Equipment screen.
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See Also