More Info |
The More Info tab enables you to record information about call center work orders that is usually provided by vendors when they supply the estimated cost (recorded on the Estimate tab). You can use the % wildcard character to filter the results of choice lists on this screen. The Call Center screen supports department-level and location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on equipment ID, work order, job type, vendor ID, and department ID, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.
Detail View Header
In insert mode, specify information in the fields in the top section of this tab to define the identifying data for the work order's equipment unit. In all other modes, the data is display-only from the selection in the grid.
Equipment ID
Identifier of the equipment unit currently selected in the grid. It must have an assigned company ID. This field has a list box of IDs that do not have a check in the Exclude from inventory lists field on the Authorization tab of the Data -> Equipment Units -> Fleet Equipment screen. When you specify the ID, the equipment unit year, manufacturer, model, life-cycle status, life meter units, planned retirement date, and company code display below the field. This information is display only.
Tip: Company IDs are assigned on the Assignments tab of the Data -> Equipment Units -> Fleet Equipment screen.
License number
License number of the equipment unit. This field has a list box.
Serial number
Serial or vehicle identification number (VIN). This field has a list box.
Work order ID
Three-part field containing the identifier of the work order associated with the vendor invoice. The first part is the equipment unit's assigned repair location (specified on the Locations tab of the Data -> Equipment Units -> Fleet Equipment screen). This part of the field has a list box. The second part is the year the work order was opened. The third part of the field, which also has a list box, is the work order number.
Generally, if there is a preexisting open work order for the equipment unit, call center staff assign current problems to the existing work order rather than open a new work order.
Job status
Job status of the work order. This field is display only.
OPEN: The work on the work order has not yet been completed.
WORK FINISHED: The work has been completed and a check placed in the Date and time finished field on the Basic Info tab for this work order.
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.
Life meter usage
Number of meter units the equipment unit has been operated. This information displays when you specify the equipment ID.
Note: If a meter rolled over or was replaced after the work order was opened, the life meter from the work order is used to update the PM schedule.
Planned retirement date
Planned date to retire the equipment unit, if any. This information displays when you specify the equipment ID. Display only from the Replacement and Disposition tab of the Data -> Equipment Units -> Fleet Equipment screen.
Detail View
Data in the fields on the bottom section of this tab define the additional information about the work order. Unless otherwise indicated, these fields are required.
Meter 1 and 2 reading
These fields display the reading on the appropriate meter, to the nearest whole unit (omit tenths) at the time of the dispatch, but you can change it. You can only specify a Meter 2 reading for equipment units, not components.
More information for Meter 1 and2:
If there is a check in the Apply meter requirements to call center work orders field on the Meter Required tab of the Data -> Shop Activity -> Setup -> Options screen, the requirements for meter readings specified on that tab are applied to work orders opened on this screen. In such cases, you must enter information in one or both of these fields.
If the reading exceeds the Current expiration meter limit on the Component Warranties tab of the Data -> Equipment Units -> Additional Data screen, the equipment unit’s Warranty Work status on the Basic Info tab of the Data -> Shop Activity -> Work Order Center and Work Order – Short Form screens is set to NO.
Information is required in one or both of these fields if the equipment unit belongs to a class for meter types with a meter type OTHER THAN NONE, and the class to which the unit is assigned specifies that information is required in one or both of these fields. If the meter type is NONE, you cannot enter a value in this field greater than zero (0). (Equipment units are assigned to an equipment class for meter types on the Meter Info tab of the Data -> Equipment Units -> Fleet Equipment screen.)
See conditions for updating current meter readings and the Meter 1 and 2 validation fields.
Meter 1 and 2 validation
Displays whether and how meter validation is performed. This field has a list box of EQ UPD or NO EQ UPD. See meter validation fields.
Repair reason ID
Identifier of the reason for the repair. This field displays the repair reason ID specified in the Other field on the Repair Reasons tab of the Data -> Shop Activity -> Setup -> Options screen, but you can change it. This field has a list box. The reason's description displays to the right of the ID.
To change a work order's repair reason ID that has already been processed, you must be assigned to a user group that has a check in the Override work order repair reason field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.
Repair codes are defined on the Data -> Shop Activity -> Setup -> Repair Reasons screen.
Work class
Code of the work class for this work order. This field has a list box. The work class description displays to the right of the code. Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.
Date and time in
Date and time the equipment unit arrived at the vendor’s shop.
You can change a work order’s status from OPEN to WAIT FOR EQUIP if there is a check in the Allow change of work order status from OPEN back to WAIT FOR EQUIP when charges exist field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. To do so, change the date and time in to a future date. The downtime stops and the work order's status changes to WAIT FOR EQUIP. The status cannot be changed, however, if a delay is in progress, a tool is checked out against the work order, there is an incomplete part issue (e.g., part issues waiting for serial number information), or an employee is currently assigned to one or more tasks on the work order.
Date and time required
Date and time the unit is required.
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 changes to WORK FINISHED, and the current date and time display in this field (which you can change). It must be the current system date and time or earlier.
Note: If the date and time on the vendor invoice is later than the date and time finished, it defaults to the work order date and time finished.
If the work order has charges recorded on the Data -> Call Center -> Vendor Invoices screen, 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 the Basic Info tab.
Date and time closed
If this field has a check, the work order is closed.
If there is a check in the Prohibit closing call center work orders prior to approval of all invoices for the work order field on the Work Orders - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen for the location indicated by the first part of the work order ID, you cannot place a check in this field unless the Data -> Call Center -> Vendor Invoices screen indicates that all invoices associated with the work order are approved.
The system date and time automatically display when you insert the check, but you can change it to an earlier date and time before you process the data. To change them after the close is processed, you must be assigned to a user rights group that has a check in the Change work order close date/time field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.
Date and time in service
Date and time the equipment unit was returned to service. It must be the current system date and time or earlier.
Reference order ID
Reference or external work order ID to associate with this work order. Because this field is optional, you can use it however you want.
Department ID
Identifier of the equipment unit's assigned department during the period between the Date and time in field and the Date and time finished field. In Insert mode, the ID displays after you specify an ID in the Equipment ID field. The department name displays to the right of the ID.
Account ID
Identifier of the general accounting system’s account assigned to this work order. In Insert mode, after you specify an ID in the Equipment ID field, this field displays the account code to which the unit is assigned. You can change it. This field has a list box. The account name displays to the right of the ID.
More information on Account ID:
When you insert or update labor hours on the Data -> Shop Activity -> Time Cards screen, this value displays in the Account ID field.
When you assign an account ID, it must have a status of ACTIVE. Account IDs and their statuses are specified 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 on the Data -> Setup -> Options screen specifies whether information in this field is required, optional, or not required.
If the work order has charges recorded on the Data -> Call Center -> Vendor Invoices screen when you process a work order with checks in either one or both of the following fields, 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 the Basic Info tab.
Last position
Last geographical location of the equipment unit, as recorded by a Global Positioning System (GPS). Display only from the Position Info tab on the Data -> Equipment Units -> Fleet Equipment screen. The software is integrated with QTracs, a Qualcomm product that determines the physical location of equipment units and enables the exchange of messages between users and equipment unit drivers.
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See Also
Requirements for closing a work order