Work Order Summary |
The Work Order Summary screen enables you to research an equipment unit's work order history based on equipment unit ID; task; work order location, year, and number; task type; repair reason; and equipment unit year, make, and model. Summary data consists of one row of data for each repair task or preventive maintenance (PM) service performed on the equipment unit.
Tip: If you are assigned to a user group that has a check in the Grant access to data only for authorized location IDs field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen, location-level access control determines whether you can display information on this screen. Users are assigned to user groups on the Groups Currently Assigned tab of the System Mgmt -> Setup -> Access Rights -> Users screen.
For best results, use the filter to limit the display. Choices include the following:
A single equipment ID
A group of equipment IDs (using one or more wildcards)
A valid work order ID (work order location, work order year, and work order number)
A valid work order location ID.
If you filter solely on work order location ID and do not include any other data to help identify the equipment (e.g., equipment ID, equipment type, model year, manufacturer ID, or model ID), the filter results will include data for all equipment units that have had a work order at the specified location. You can limit the display of information to other specific values to maximize performance.
Caution: Filtering solely on work order location ID is a database resource-intensive activity. You are encouraged to enter as many filter criteria as possible to improve screen performance.
The filter has an Include apportioned job overhead field that does not display on the Work Order Summary screen. If you place a check in this field, work order overhead is distributed equally across all tasks listed. This increases the amount of time to retrieve data, so it is not recommended unless it is necessary to view the overhead cost data.
This screen supports location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
You can use the sort button to select any sequence for the summary. A sequence of task-date lists the data in sequence by task ID. Within each task ID, it sequences the tasks by date, with the earliest one first. This sequence conveniently groups all work in a subject area to which the inquiry pertains (group, task, or service code).
To learn more about each tab's functions and fields, click the applicable hyperlink.
Basic summary information about work orders
Notes and comments associated with work orders
Details about the charges included on work orders