Actions performed when you close an equipment unit work order |
When you process a check in the Date and time closed field on a work order screen, the following actions occur:
Step 1. System date and time display automatically. You can change to an earlier date and time before processing the data.
Step 2. Each unassigned task is assigned the completion code specified in the Set the completion code for each unassigned task to field on the Data -> Shop Activity -> PM Checklist Signoff screen and the Date and time completed field on the applicable Tasks tab is auto-populated, unless it is already populated.
If there is a check in the Default work order finish date and time from latest labor or commercial transaction instead of now field on the Work Orders - Defaults tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, the work order's completion date defaults to the date (and time, if available) of the latest labor or commercial transaction.
If the Default work order finish date and time from latest labor or commercial transaction instead of now field is blank, the date defaults to the current date and time.
Step 3. Work order is closed.
Step 4. User downtime accumulation stops.
Step 5. Date and time finished and Date and time in service fields auto-populate. You can change them if needed.
Step 6. Job status field changes to CLOSED.
Step 7. Service request on the Data -> Equipment Activity -> Service Requests/Defects screen generated for tasks on the Tasks tab of the Data -> Shop Activity -> Work Order Center screen that meet the following conditions:
The task ID has a completion/work accomplished code defined as deferred maintenance. (Work accomplished codes and their descriptions are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.)
The task ID has a task type of PM TASK and a repair task ID is associated with a PM task. (These values are specified on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.)
Step 8. Work order cost threshold field on the Rates and Markups tab of the Data -> Setup -> Organization Structure -> Departments -> Primary Information screen and the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen checked for a threshold greater than zero. If the threshold for either the department or the location is greater than zero, the sum of the total costs of all labor and all parts issues and all commercial charges posted to the work order are compared against each threshold. If this sum is greater than either threshold (or greater than both thresholds), a warning message appears. You may cancel closing the work order, or you may process the transaction again to close the work order.
Step 9. If there are comments on the Comments tab of the work order screen, they are added to the Comments tab on the Service Requests/Defects screen.
Step 10. If the Job type field on the work order screen specifies PM, the unit's PM schedule updates conditionally.
Step 11. If there are charges recorded on the work order, the PM schedule for the unit updates automatically.
Step 12. If there is a check in the Update PM schedule field, the PM schedule for the unit updates automatically.
Note: PM schedules are not updated until the work order is closed because it ensures accurate meter readings (meter readings are typically not confirmed until the work is complete) and it ensures current PM schedules at work order close.
To view the actions performed for each PM program type, click the applicable hyperlink.
Step 13. If any of the task IDs on the Tasks tab of the Data -> Shop Activity -> Work Order Center screen have the task type INSPECTION, the Last scheduled and Last performed fields on the Inspections tab of the Data -> Equipment Units -> Fleet Equipment screen update. Task types are assigned on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Tip: The Update PM schedule based on date field on the PM/Inspection Detail tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen specifies how the PM schedule is determined.