Service Requests/Defects |
If a linear asset has a pending service request or defect associated with any position along the range of marker/segment/offset entered on the Basic Info tab, the Service Requests/Defects tab displays the details. You can use the % wildcard character to filter the results of choice-lists on this screen.
General Service Requests/Defects Tab Information
When a preventive maintenance (PM) order is entered, this tab's fields auto-populate based on the inspection points defined for the asset's PM service. The display contains a sequence of ranges that needs to be inspected. When a PM service is added to a linear work order, the inspections points are added to the work order automatically. This occurs in post processing, however, so you must save the work order first.
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).
Tip: If you are performing an update that requires a calendar to calculate hours but the calendar has not been generated for that time period, a warning message appears. You will be allowed to process the update, but the hours will not be calculated properly because the calendar has not been generated. If you receive this warning message, ask your system administrator to generate the calendar.
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 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. May not be changed if a preventive maintenance (PM) work order or once charges, hours, or both have been posted.
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
Data in the fields on the bottom section of this tab, presented in a screen group, display information about linear asset service requests that was recorded on the Data -> Equipment Activity -> Service Requests/Defects screen. Up to 200 rows of information display. To view more than 200 rows, use the Queries/Reports -> Query Report Generator screen to create and run a report that includes the information.
Assigned
If this field has a check, a service request is assigned to this work order. This is the default for all pending service requests associated with a linear asset. To disassociate a request with a work order, remove the check. The service request will continue to display on work orders opened for the linear asset until a work order with a check in this field is closed.
Operating restriction
If this field has a check, an operating restriction is in effect as part of the service request/defect. An operating restriction in effect if a service request is open on the Data -> Equipment Activity -> Service Requests/Defects screen, has data entered on the Operating Restrictions tab, and does not have a check in the Operating restriction cleared field. This field is display only.
From marker ID
Identifier of the marker at which the asset originates.
Note: If the equipment ID is changed, this field clears automatically.
From segment ID
Identifier of the segment at which the asset originates.
Note: If the equipment ID is changed, this field clears automatically.
From x offset
Distance along the segment from the From marker ID. May be changed after a service request has been created, but may not be reduced or changed to a different asset once charges, hours, or both have been posted.
Note: If the equipment ID is changed, this field clears automatically.
To marker ID
Identifier of the marker at which the asset terminates.
Note: If the equipment ID is changed, this field clears automatically.
To segment ID
Identifier of the segment at which the asset terminates.
Note: If the equipment ID is changed, this field clears automatically.
To x offset
Distance along the segment from the To marker ID. May be changed after a service request has been created, but may not be reduced or changed to a different asset once charges, hours, or both have been posted.
Note: If the equipment ID is changed, this field clears automatically.
Service request/defect description
First 60 characters of comment text entered as part of the service request.
Condition comments
The first 50 characters of comment text entered as part of the service request. This field is display only.
Symptom
Symptom associated with the service request. Display only.
Task ID
Identifier of the task that most closely correlates with the problem the service request describes. This field is display only.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Status
Status of the service request. This field is display only.
Work class
Code that specifies the work class assigned to the service request. This field is display only.
Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.
Repair reason ID
Identifier of the repair reason for the cause of the service request. This field is display only.
Priority ID
Identifier of the priority associated with the service request.
The default priority for new service requests is set on the Data -> Shop Activity -> Setup -> Symptoms screen.
Date and time required
Date and time that the service request must be resolved. This field is display only.
Estimated hours
Estimated number of hours of labor required to complete the task associated with the service request. This field is display only.
Service request ID
Identifier assigned to the service request. Display only. Includes a Zoom button to the Service Requests/Defects screen for that service request.
Retrieve service requests/defects that overlap with the work order position
When this box is checked, when you show service requests, you will only see ones that overlap within the offset bounds of the work order
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See Also