Multi-unit Projects - Primary Information |
The Primary Information screen enables you to display and record information about work orders for multi-unit projects. Use multi-unit projects to document and record progress on campaigns or projects that must be performed separately on equipment. You can generate work orders or service requests; define tasks and parts; add comments, notes, and files; and define an equipment list based on individual equipment units; manufacturer, model, or year; or serial number range.
If the optional Mobile Software is installed, you can use hand-held devices to transfer work order information between the system and the hand-held device in order to work with the data from remote locations. Refer to the related documentation for these products.
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.
To learn more about each tab's functions and fields, click the applicable hyperlink.
Identifying information about the project, including description, originator. work class, repair reason, start and completion dates, and warranty work designation
Task information associated with the project
3C information associated the project
List of part IDs and quantities required to work on each equipment unit in the project
Comments about multi-unit projects
Time-stamped notes about multi-unit projects
Links to data files associated with multi-unit projects
Open Work Orders/Service Requests
Specify whether work orders or service requests should be opened for all equipment units assigned to a multi-unit project
Details about the work orders generated for the project
Details about the service requests generated for the project
Criteria used to add equipment units to a project
Summary of the project, including a count of equipment assigned to the project, work orders, and work orders by status