Notes |
The Notes tab enables you to view and record notes about the work order. If there are notes associated with the work order, this tab displays in the alert color specified on Preferences -> Color Setup.
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, job status, part ID/suffix, current work delay, or work class, among other values. If you specify a cross-reference part ID and the system cannot find it, it searches for and displays the applicable part ID.
You can also use the sort button to arrange the order in which work order IDs are listed. If you do not specify a sort sequence, the IDs are listed in descending order by the Date and time in field (specified on the Basic Info tab).
To learn how to reverse work delay entries, go to Reversing incorrect work delay entries.
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 or that you are inserting (opening). The work order ID is composed of three parts: the location, year, and number. The location part of the field has a list box.
Job status
Job status of the work order. This field is display only. The job statuses are as follows:
OPEN: The work on the work order has not yet been completed.
WORK FINISHED: Shop personnel have completed the work and placed a check (ü) in the Date and time finished field on the Basic Info tab for this work order.
CLOSED: The work order is no longer open.
PENDING: Work has not yet started on this work order.
Current work delay
Identifier of the reason for the current work delay, if any, on the work order. The work delay description displays to the right of the ID. Display only from the Work delay ID field on the Delay tab.
Part ID
Identifier of the part. Display only from the Basic Info tab.
Part suffix
Suffix associated with the part ID. Display only from the Basic Info tab.
The bottom section of this tab enables you to review existing notes and record new notes regarding a work order. Once a note has been entered, it may not be changed or deleted.
Text field that displays previously entered notes. Includes the creation date and time as well as the user ID of the person who entered the note. This field is display only.
Add a new note
Free-form text field in which you can type notes regarding the work order. Once a note has been entered, you cannot change or delete it.
Task ID
If you are adding a new note, you can enter a task ID here to have the new note apply specifically to this task.