Tasks |
The Tasks tab for internal rebuilds enables you to display and specify part rebuild tasks associated with the work order (based on your current diagnosis of what is wrong, needs to be done, and what has been done).
The task IDs you enter, with any detailed procedures you define for each task, are listed on the hard copy of the work order. You can evaluate how much work remains to be done because task IDs are retained until you close the work order. If you enter a task ID, work need not be done under that ID; and you can charge work to IDs not specified on this tab. The information on this tab is for convenience only.
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, IDs are listed in descending order by the Date and time in field (specified on the Basic Info tab).
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 defining. 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 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.
Data in the fields on the bottom section of this tab, presented in a screen group, display tasks expected to be or actually performed under this work order. Unless otherwise indicated, these fields are required to assign a task to the work order.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Note: To delete a task, you must first reverse all labor and commercial postings and return all part postings made against the task. If there is a part markup and there is a check in the Do not reverse part markup on return field on Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, then parts cannot be completely reversed and the task cannot be deleted.
Task ID
Identifier of the task. This field has a list box of IDs that have a check in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates you can post charges to the task. The task description displays to the right of the ID.
Note: You cannot post indirect tasks to a work order. You cannot post PM services or inspections to internal rebuild work orders.
The Parts/task match requirement field on the General tab of the Data -> Parts Items -> Setup -> Options screen specifies whether the task is required to be associated with the part ID/part suffix.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Each time you post labor, parts, or commercial charges to a task ID that is not already specified as a task on a work order, the task is automatically added to the work order.
Task priority ID
Identifier of the priority for this task. This field has a list box. When you specify a new task, this field displays the priority ID from the Basic Info tab, but you can change it. Priority IDs are defined on the Data -> Shop Activity -> Setup -> Priority Codes screen.
Date and time required
Date and time the task must be completed. When you enter a priority ID, this date is calculated as the date and time in plus the time period associated with the priority ID.
Estimated hours
Estimated number of hours required to complete the task. When an internal rebuild work order is generated on the Units tab of the Data -> Production Planning -> Production Run Management screen, the estimated hours for the task display in this field. You can change the value. This field is optional.
Standard labor hours for a task are specified on the Standards tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen.
Task location ID
Identifier of the task location. This field has a list box. This field is required.
If the task's asset category is associated with a work management classification, this field displays the location specified on the Functions tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Task IDs are associated with locations on the Locations tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Comments
Comments and notes about the tasks. Optional, free-form area. The maximum field length is 120 characters. These comments display below the task in the Expected Tasks section of the printed work order (formats 1 and 2). Refer to:
FORMAT 1
FORMAT 2
FORMAT 3
Abbreviated format that prints on one page with limited assigned tasks.
Preventive Maintenance (PM) work order (The abbreviated form of this work order lists PM services and checklist items.)
Repair work order (The abbreviated form of this work order indicates whether the order includes tasks but does not list tasks.)
The Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen specifies which work order print format you use.
FORMAT 4
Task Multiplier
Indicates how many times a task was completed which can be helpful for updating estimates if the same task has to be performed multiple times.