Work Orders - Defaults |
The Work Orders - Defaults tab enables you to display and define the default information for a location's work orders.
Detail Header
The field in the top section of this tab defines the data that displays.
Location ID
Identifier of the location currently selected in the grid or that you are defining. This field has a list box. The location name displays to the right of the ID.
Detail View
The fields in the bottom section of this tab define how work orders are managed. Unless otherwise indicated, these fields are optional.
Default repair site on work orders
Repair site used as the default in the Repair site field on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen for all work orders opened for this location. Required for all repair work orders at locations defined as Shop [regular] locations on the Functions tab. This field has a list box. The repair site description displays to the right of the field.
If a default repair site is not specified, 01 (FACILITY) is used. Repair sites are defined on the Data -> Shop Activity -> Setup -> Repair Sites screen.
Default parts inventory location for shop
Identifier of the location from which this location normally procures its parts. This field has a list box. It must be a location which the Functions tab defines as a parts inventory location. The location name displays to the right of the field.
When you charge parts to tasks that were added to the location's work orders because the tasks are associated with a standard job, parts are automatically issued to the work order from this location's inventory.
The tasks required for each standard job ID are defined on the Data -> Shop Activity -> Setup -> Standard Jobs screen.
Default parts repair location for shop
Identifier of the location to which this location normally sends removed repairable parts for rebuild or repair. It must be a location that the Functions tab defines as a parts inventory location. This option can only be used if any of the following checkboxes on the Functions tab are enabled: Shop (regular), Shop (mobile) or Shop (external). This field has a list box. The location name displays to the right of the field.
Default work delay ID for new work orders
Default identifier for the Work delay ID field on the Delay tab of the Data -> Shop Activity -> Work Order Center screen. This field has a list box. If you select a work delay, it must be valid and a value other than AWAITING TRANSFER - SHOP or USER RESPONSIBILITY. The work delay description displays to the right of the ID. This field is optional.
If this field has a value, work orders opened at this location are automatically placed in work delay with this work delay ID. If this field is blank, new work orders opened at this location are not placed into work delay.
Note: PM work orders opened automatically from either Data -> Equipment Management -> Equipment Due for Service/Inspection screen are not placed in work delay. They are assigned the status PENDING.
Default service status for OPEN work orders
Default service status for open work orders. This field has a list box. The service status description displays to the right of the field.
The highest ranking service status for each OPEN work order for an equipment unit is applied to the equipment unit. If the unit has attached components or is attached to a parent equipment unit, the service status is applied and the equipment status is changed across all attached equipment units. For rankings, 1 is the highest and 10 is the lowest.
Note: If the service status denotes the equipment is in service, the equipment status is automatically set to IN SERVICE. Otherwise, the equipment status is set to IN SHOP.
Once all work orders for an equipment unit have a status of either WORK FINISHED or CLOSED, the service status is set to WORK FINISHED, unless the Perform SLA out of service and in shop processing from work order screens option on the Work Orders - Options tab is selected, in which case the status is set to IN SERVICE.
Service statuses and rankings are defined on the Data -> Shop Activity -> Setup -> Service Statuses screen.
Preferred vendor for PM work orders
Identifier of the vendor that this location normally uses to perform PM services on equipment units assigned to this location. This field has a list box. The vendor name displays to the right of the field. Optional.
Note: If you specify a vendor, it must be defined as an equipment repair and PM (commercial) vendor on the Functions tab. PM work orders generated automatically for the location will be assigned to that vendor in the Tech/vendor field on the work order screen.
Default Priority ID for multi-asset work orders
If enabled, newly created multi-asset work orders will set this priority code as the default. This default will then be pushed to child work orders created under the multi-asset work order.
Sync priority ID on multi-asset work orders with children
If enabled, changes to the multi-asset work order priority code listed above will be applied to any child work order that does not have a status of FINISHED or CLOSED.
Default user downtime to stopped when work order is finished
If this field has a check, user downtime stops automatically when the work order status changes to WORK FINISHED. Shop downtime also stops. The assumption is that when the technician finishes the work order, the customer will be notified immediately.
Default employee assignment on generated work orders based on assignment profile
If this field has a check, the employee specified in the Employee ID field on the Basic Info tab of the Data -> Equipment Units -> Setup -> Work Assignment Profiles screen is assigned to work orders created on the Equipment Due for Service/Inspection screens.
Note: This option must be checked in order to use Work Assignment Profiles.
Default the Update PM schedule setting to YES on work order finish even if costs are not posted
If this field has a check, the Update PM schedule field on the Tasks tab of the Data -> Shop Activity -> Work Order Center screen is automatically updated to YES when the work order is finished. The field is updated even if costs have not been posted.
Default work order finish date and time from latest labor or commercial transaction instead of now
If this field has a check, the work order's finish date defaults to the date (and time, if available) of the latest labor or commercial transaction. If this field is blank, the date defaults to the current date and time.
Default time (relating to SERVER time) if transaction has date only
If there is a check in the Default work order finish date and time from latest labor or commercial transaction instead of now field and the latest labor or commercial transaction does not include a time, the system uses the value in this field. The default is 23:59, but you can change it. Required if there is a check in the Default work order finish date and time from latest labor or commercial transaction instead of now field.
Defaulting of meter readings on work orders
Indicates the method by which meter readings default on work orders. This field is optional.
On OPEN status: When you open a new work order manually on the Work Order Center screen or change a PENDING work order to OPEN, the work order's meter reading defaults to the equipment unit’s current meter reading.
On PENDING status: When you open a PENDING work order through a non-work order screen such as the Equipment Due for Service/Inspection screens or the Multi-unit Projects screen, the work order's meter reading defaults to the equipment unit’s current meter reading. This option also applies to PENDING work orders created manually on the Work Order Center screen.
Always re-default to current meter reading on WORK FINISHED status: When a work order is finished, the work order's meter reading updates to the equipment unit’s current meter reading. This is useful if your work orders typically stay open for long periods of time and you receive frequent, accurate updates of equipment meter readings through other means, such as automated fueling or integration to an Automatic Vehicle Location (AVL) system such as Networkfleet. Do not use this option if your best source of meter update information is technicians inputting data on work orders.
Default Account ID for interfacing on new Work Orders
This option will populate the Account ID on new Work Orders. Multi-Asset Work Orders, and generated Work Orders.
Default segment/marker/offset from the linear asset on a linear work order
This option will populate the Segment ID from the Asset ID on a linear work order. This option only applies to the Linear Work Order screen and the Multi-Unit Work Order screen.
Job status to assign work orders opened with hand-held devices
For work orders at this location that are entered from a hand-held device and that have a time code that represents Leave Work Order, this is the value automatically inserted in the Job status field on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen. This field has a list box:
OPEN: Work orders are assigned the job status of OPEN.
WORK FINISHED: Work orders are assigned the job status of WORK FINISHED.
CLOSED: This value is used if any warranty work fields specify either YES or NO. If any warranty work fields specify UNKNOWN, the job status WORK FINISHED is assigned and a comment is added to explain that the work order’s job status is not CLOSED due to the unresolved warranty status.
Default service status from
Indicates the source of the default service status for new work orders. The options are:
EQUIPMENT (default): Service status defaults to that of the equipment unit.
LOCATION: Service status defaults to that specified for the location.
Note: If the location does not have a default status, the service status for the equipment, if any, is used.
NEVER: Service status does not have a default setting. The service status field will remain blank upon entry of either the location or the equipment unit.
Note: Service status is generally not defaulted on work orders with PENDING status because it does not affect the equipment unit until the work order is set to OPEN. The chosen option will also apply to a work order that is changed from PENDING to OPEN status if it does not have a service status already assigned.
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See Also