Basic Info (Multi-unit Projects - Primary Information)

The Basic Info tab enables you to display and define identifying information about multi-unit projects. The Primary Information screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.

Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on project ID, originator, begin/completion date, campaign number, and account ID, among other values.

This tab displays a maximum of 500 group rows.

Detail View Header

The fields in the top section of this tab define the data that displays.

Project ID

Identifier of the project currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the project description displays to the right of the ID.

Status

The status of the project. This field is display only.

PENDING: There are no work orders or service requests associated with the project; the work orders or service requests associated with the project have a status other than CLOSED
COMPLETED: The work orders or service requests associated with the project have a status of CLOSED

Detail View

Data in the fields on the bottom section of this tab define basic information about the project. Unless otherwise indicated, these fields are required.

Description

Description of the project.

Originator

Name of the employee who authorized the project.

Campaign number

Manufacturer’s number for a campaign directive to recall equipment units.

Account ID

Identifier of the account for the project. This field has a list box. If the ID already exists, its description displays to the right of the ID. If specified, the account ID is transferred to work orders generated from this screen. If an account ID is not specified, the work order is opened with the default account for the equipment unit.

The Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether information in this field is required, optional, or not required. Account IDs and their statuses are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.

The system assigns the values in the following three fields to all tasks on the work order, unless you define a different value for the task. If you are authorized, you can perform the following actions:

Assign a different value to specific tasks on the work order using the Tasks tab.
Change the values in any of the fields after you have generated the work orders for the project. The work orders will not reflect any changes made on this screen. To change the values, use the following tabs on the Data -> Shop Activity -> Work Order Center screen:

To change the value for the task, use the Tasks tab.
To change the value for the work order, use the Basic Info tab.
Tip: Authorized users are those assigned to a user rights group that has a check in the appropriate Override work order field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.

Priority ID

Identifier of the priority of the project work order. This field has a list box. The priority description displays to the right if the ID. If specified, it is used on generated service requests and work orders. If not specified, the equipment priority is used. This field is optional.

Note: If there is a check in the Update equipment ID on assigned service request when update equipment ID on work order field on the Work Orders - Service Requests tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen and the service request has a higher priority than the work order or the work order does not have a priority code, the service request’s priority is assigned to the work order.

Work class

Code that specifies a work class. This field has a list box. The description displays to the right of the class. Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.

Repair reason ID

Identifier of the reason for the repair. This value is assigned to all tasks on the work order unless you define a different value for the task. This field has a list box. The repair reason description displays to the right of the ID.

To assign a different value to specific tasks on the work order, use the Tasks tab.
To change the value after you have generated the work orders for the project, use the following tabs on the Data -> Shop Activity -> Work Order Center screen:
To change the value for the task, use the Tasks tab.
To change the value for the work order, use the Basic Info tab.

Note: The work orders will not reflect any changes made on the Work Order Center screen.

Repair reason IDs are defined on the Data -> Shop Activity -> Setup -> Repair Reasons screen.

Reimbursed

Indicates whether a reimbursement occurred. This field has a choice list:

Begin date

Date and time (in MM/DD/YYYY HH:MM format) that the project was opened. Must be greater than or equal to the current date.

Completion date

Date and time (in MM/DD/YYYY HH:MM format) on the work order by which the project must be completed. When work orders for this project are opened, this date displays in the Date and time due field on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen. Optional, but must be later than the begin date if entered. If this field is blank and the project status changes to COMPLETED, this field populates automatically with the current date and time.

Note: When updating a multi-unit project work order, if the date and time in is later than the original expected completion date, the system changes the date and time due based on the priority ID. Priority IDs are assigned on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen.

Approved

Prior to Release 14.0, this field was checked automatically when a work order was generated. Effective with Release 14.0, if there is a check in the Require explicit approval for work orders field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, a user must manually select the checkbox during insertion or update.

If this field has a check, the project was approved. When the box is checked, the unlabeled date and time field to the right populates automatically (in MM/DD/YYYY HH:MM format). Required if there is a check in the Require multi-unit project approval field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen. Otherwise, optional.

Note: If approval is required, a service request or work order will not be generated for the project unless this field has a check.

By user

Identifier of the user who approved the project. Defaults to the ID of the logged-in user when the Approved field is checked, but you can change it. This field has a list box. The user name displays beneath the user ID. Required if the Approved field has a check; otherwise, optional.

Associated file

Path and file name

Path and file name of a file associated with the project, such as a procedures document, diagram, or schematic. Maximum field length is 255 characters. This field has a file launch button . This field is optional. The associated file is transferred to the generated work order (or orders).

Description

Description of the file associated with the project. Optional.

Closed - no additional equipment units may be added to the project

If this field has a check, the project is closed. Closing a multi-unit project has no effect on work orders or service requests generated for the equipment units already assigned to the project. You may not add any new equipment units, but you may delete existing ones.