More Info |
The More Info tab enables you to display and define additional information about a linear asset work order. You can use the % wildcard character to filter the results of choice lists on this screen.
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.
Detail View Header
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:
Identifier of the shop location to which the work order is assigned. This field has a list box. The location must support work orders. The default is the location ID in the user's Session location ID field on the Basic Info tab of the System Management -> Setup -> Access Rights -> Users screen.
Calendar year that the work order was opened.
Sequential number in the range from 1 to 9999999.
When you insert (open) a new work order, you can assign a work order ID manually or let the application assign one for you. To specify that the application assign the work order ID, type the location ID where the work order will be filled. The current year displays and the next number available at that shop is assigned automatically. To change this number, type another number over it.
Equipment ID
Identifier of the linear asset. Display-only from the Equipment ID field. If you change the value in that field, the work order defect associated with the previous equipment ID is unassigned, all costs posted to the work order are transferred from the previous equipment ID to the new equipment ID, and the new ID displays in this field.
Job status
Job status of the work order. This field is display only. The statuses are as follows:
Note: A job status of either OPEN or WORK FINISHED is required to generate parts requests from the Data -> Parts Activity -> Requests screen.
Note: A status of either OPEN or WORK FINISHED is required to post labor, parts, or commercial charges.
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. To update the equipment ID's preventive maintenance (PM) schedule to reflect the work, regardless of whether there are charges recorded on the Labor or Commercial tab (or tabs), place a check in the Update PM schedule field on the Tasks tab. If there are charges recorded on one or both of the tabs, when you process a work order with this job status the system takes the following actions:
The Update PM schedule field on the Tasks tab is automatically set to YES and the unit's PM schedule is updated.
If the charges are for more than one PM or inspection service and the equipment ID has a PM program type of CLASS, you will be notified that you can only specify YES in the Update PM schedule field on the Tasks tab for a single PM service.
Tip: If a linear asset has an operating restriction in effect and the logged-in user is not a qualified person, the user may not mark the work order as WORK FINISHED. The operating restriction must be cleared before finishing the work order.
If the logged-in user is a qualified person, the user may mark the work order as WORK FINISHED, and the operating restriction will be automatically marked as cleared by that user.
An operating restriction is in effect if an open service request has data entered on the Operating Restriction tab of the Data -> Equipment Activity -> Service Requests/Defects screen and the Operating restriction cleared field on that tab is blank.
CLOSED: The work order is no longer open. This status automatically displays when you process information on this screen with a check in the Date and time closed field. For details of processes performed when you close a work order, refer to the Help for that field.
Tip: If a linear asset has an operating restriction in effect and the logged-in user is not a qualified person, the user may not mark the work order as CLOSED. The operating restriction must be cleared before closing the work order.
If the logged-in user is a qualified person, the user may mark the work order as CLOSED, and the operating restriction will be automatically marked as cleared by that user.
An operating restriction in effect if an open service request has data entered on the Operating Restriction tab of the Data -> Equipment Activity -> Service Requests/Defects screen and the Operating restriction cleared field on that tab is blank.
PENDING: Work has not yet started on this work order. This status automatically displays when you process information on this screen with a date and time in that is greater than the current system date and time.
Note for optional Bar Code module: The value for work orders opened with hand-held devices is specified in the Job status to assign work orders opened with hand-held devices field on the Functions tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
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 Delays tab.
Detail View
Data in the fields in the bottom section of this tab provide more information about the work order. Unless otherwise indicated, these fields are required.
Department ID
If you are setting up a new work order, this field displays the department ID to which the linear asset is assigned or loaned at the time the work order was opened. The department name displays to the right of the ID. This field is display only.
Note: If you change the assigned department ID after you open the work order, the printed work order lists the department to which the linear asset was assigned at the time the work order was opened.
Shop location ID transferred from
If an linear asset is transferred between shops, this field displays the identifier of the shop location from which the work order was transferred. The shop location name displays to the right of the ID. This field is display only. Refer to transfer of an linear asset.
Shop location ID transferred to
If an linear asset is transferred between shops, this field displays the identifier of the shop location to which this work order was transferred. The shop location name displays to the right of the ID. This field is display only. Refer to transfer of an linear asset.
Cost center
Cost center to which the linear asset is assigned for this work order. This field is optional. If you are setting up a new work order, this field displays the cost center to which the linear asset is assigned. You can change this value. This field is optional.
Tax code ID
Identifier of the tax code for this work order. This field has a list box. If you are setting up a new work order, this field displays the tax code ID for the linear asset. You can change it.
The Require tax code ID field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen specifies whether information in this field is required or not required.
Overhead cost
If the shop makes a standard overhead charge in addition to charges for work actually performed, this field displays the amount to be charged to this work order. You can change the default value that appears. This field is optional.
If you use the Data -> Equipment Management -> Work Order Summary screen to display information about the work order and do not place a check in the Include apportioned job overhead field on that screen, this cost displays in the Overhead cost field on that screen. If you do place a check in the field, this field displays the value apportioned to each task, based on the value of charges posted to the task.
For default work order overhead charges, refer to the Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Reference order ID
Reference or external work order ID associated with this work order. Because this field is optional, you can use it however you want.
If the work order was generated as part of a multi-unit project, the project ID displays.
If there is a value in the Shop location ID transferred from field, this is the ID assigned to the work order at the previous shop.
If there is a value in the Shop location ID transferred to field, this is the ID assigned to the work order at the new location.
Contact name
Name of the person to contact regarding the linear asset. If you are setting up a new work order, this field displays the name of the assigned operator (if any) for the unit. This field is optional.
Phone
Telephone number of the contact person. Maximum field length is 30 characters. This field is optional.
Email Address
The email address of the contact person.
Current location
Identifier of the linear asset's most recent location. If the asset has a status of IN SERVICE, this field is blank. This field has a list box. The location name displays to the right of the ID. This field is optional.
Notification template
Identifier of the notification template. This field has a list box. This field is optional.
Note: If a template ID is provided, a notification instance ID is automatically generated based on the template data and recorded on the work order. An instance ID is generated only if the work order does not have one already.
Notification templates are defined on the Data -> Shop Activity -> Setup -> Notification Template screen.
Notification status
Status
of the notification. This field has a zoom
button 
to the Notification
Instance screen. This field is display only.
Test Results Buttons
View test results and New test results
To view existing test results, click the View test results button. To insert new test results, click the New test results button. In either case, the Data -> Equipment Activity -> Testing -> Test Results screen appears. If you clicked the New test results button, the screen fields populate automatically with the equipment ID and other information from the work order.
If the equipment is rail equipment, the Test Results button is hidden and the Wheel Measurements button is available. If you click the Wheel Measurements button, the Data -> Shop Activity -> Wheel Measurements screen appears. If you deal solely with rail equipment and do not want the Test Results button to display, use the System Mgmt -> Setup -> Access Rights -> Rights Templates -> Control Rights screen to hide it.
Number of test results
Display-only indicator of the number of test results. If there are no test results, 0 displays in this field.
Found on test ID
Identifier of the test results. This field has a list box. If there are no test results, 0 displays in this field. This field is optional.
Note: The capability to automatically associate a test result with every work order in a class only occurs when inserting a work order and only for classes associated with a test type that has a check in the Automatically add to WO field on the Equipment Classes tab of the Data -> Equipment Activity -> Testing -> Setup -> Test Types screen.
Insurance claim no
Number of the insurance claim associated with this work order. This field is optional.
Incident ID
Identifier of the incident to associate with this work order. This field is optional. Incidents are tracked on the Data -> Incident Management -> Incident Management screen.
Multi-unit project ID
Identifier of the work order’s multi-unit project. This field has a list box. The project description displays to the right of the ID. This field is optional. Multi-unit projects are created on the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen.
Multi-unit work order ID
Identifier of the work order’s multi-unit project. This field has a list box. The work order description displays to the right of the ID. This field is optional. Multi-unit work orders are created on the Data -> Shop Activity -> Multi-unit Work Order -> Multi-Unit Work Order screen.
User ID order opened by
Identifier of the user who placed a check in the Date and time opened field on the Basic Info tab. This field is display only.
User ID order finished by
Identifier of the user who placed a check in the Date and time finished field on the Basic Info tab. This field is display only.
User ID order closed by
Identifier of the user who placed a check in the Date and time closed field on the Basic Info tab. This field is display only.
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See Also