3C Summary |
If your organization tracks 3C (complaint, cause, and correction) information at the work-order level (rather than at the task or service-request level), you can use the 3C Summary tab to enter that information.
Comments are automatically transferred to the generated warranty claim on the Summary tab of the Data -> Warranty -> Reimbursement Claims screen. The information is also printed on hard copies of the work order.
Tip: To limit the display of information in the grid and maximize performance, use the filter. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. You can sort on work order information, from/to open date, equipment ID, repair reason, segment ID, to/from marker ID, and to/from offset, among other values. If you specify a range, any record that crosses any part of that range will be displayed. 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 service field (specified on the Basic Info tab).
To streamline data entry, you can copy work orders using the Copy button. For a list of the data items that are copied and not copied, see Work order data items copied. Remember that behind-the-scenes functionality specified on the Linear Work Order screen also applies to linear work order actions performed through the Shop Activity Portals in Web Modules.
The Linear Work Order screen supports location level access control, so you must belong to a user group with the applicable authorization to make changes or updates. In addition, the option specified in the Require match between work order location and equipment access rights location field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen indicates whether users can open work orders on this screen.
You can use the % wildcard character to filter the results of choice-lists on this screen.
The fields in the top section of this tab are display only from the Basic Info tab.
Work order ID
Identifier of the work order currently selected in the grid.
Equipment ID
Identifier of the linear asset.
Job status
Job status of the work order. The 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.
CLOSED: The work order is no longer open.
PENDING: Work has not yet started on this work order.
Current work delay
Identifier that represents 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 Delays tab.
Data in the fields on the bottom section of this tab provide 3C details. If there is a check in the Require entry of summary information on close of warranty work order field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen, at least one of the fields in this section must have data before the work order may be closed. Otherwise, these fields are optional.
Information from all three fields is printed on the hard copy work order as FORMAT 1. Field headers are printed only if there is information in the applicable fields.
Complaint
Free-form text field in which you can enter complaint comments. Maximum field length is 900 characters. This information is transferred to the Summary tab on the Data -> Warranty > Reimbursement Claims screen for the generated warranty claim.
Cause
Free-form text field in which you can enter cause comments. Maximum field length is 900 characters. This information is transferred to the Summary tab on the Data -> Warranty > Reimbursement Claims screen for the generated warranty claim.
Correction
Free-form text field in which you can enter correction comments. Maximum field length is 900 characters. This information is transferred to the Summary tab on the Data -> Warranty > Reimbursement Claims screen for the generated warranty claim.