Work order screens

Several screens on the Data -> Shop Activity menu enable authorized users to display and record repair and preventive maintenance (PM) work order information. Use the Work Order Center screen or Work Order - Short Form screen for equipment unit work orders; use the Linear Work Order screen for linear asset work orders.

You can use either of the work order screens to update equipment unit work orders, regardless of which screen was used to open them. The limited scope of the Work Order - Short Form screen enables you to view and update work orders more quickly than the Work Order Center screen. Linear asset work orders may only be opened and updated using the Linear Work Order screen.

All three screens enable you to do the following:

Display work orders. When you perform a Get Data action, information displays in descending order by the value in the Date and time in field on the Basic Info tab (unless you use the Sort button to specify another order)
Open and close work orders
Post labor, parts, and commercial charges to open work orders
Display and record work order comments
Print work orders
Update equipment unit (or linear asset) PM schedules

For equipment unit work orders, you must use the Work Order Center screen to perform the following tasks:

Display and record work order tasks and work delays (including delays that transfer work orders from one shop to another)
Estimate work order hours and costs
Display messages, summary cost information, and current labor assignments
Display and review service requests associated with work orders

The other work order screens are as follows:

For parts rebuild work orders, use the Data -> Parts Repairs -> Internal Rebuilds screen.
(If the Call Center module is installed) For vendor work orders issued from a call center, use the Data -> Call Center -> Call Center screen.
For work orders on multi-unit projects, use the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen.
To display and record information about completed work orders, including the IDs of the employees who completed work order tasks and their completion/work accomplished codes, use the Data -> Shop Activity -> Work Order Completion screen.
To close multiple equipment unit work orders in one process, use the Data -> Shop Activity -> Work Order Closing screen.

If the optional Mobile Software module is installed, you can use hand-held devices to transfer work order information between the application and the hand-held devices to work with the data from remote locations. See the related documentation for these products.