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.You can use the % wildcard character to filter the results of choice-lists on this screen.
General Notes Tab Information
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 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 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
The bottom section of this tab enables you to review existing notes and record new notes regarding a work order. You can also specify the task or service request to which the note applies. Once a note has been entered, it may not be changed or deleted.
Linear Asset Work Order Note Display Field
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. Once a note has been entered, it may not be changed or deleted.
Add a new note
Free-form text field in which you can type notes regarding the work order.
New note applies to
Task ID: Identifier of the task to which the note applies. This field has a list box. The task description displays to the right of the ID. This field is optional.
Service request ID: Identifier of the service request to which the note applies. This field has a list box. This field is optional.
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See Also