Work Orders - Options (Locations)
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Work Orders - Options

The Work Orders - Options tab enables you to display and define how work orders are managed, including whether staff at the location can process work orders, re-open closed work orders, or require a work accomplished code.

If the location supports either work orders (there is a check in the Work orders permitted field on this tab) or a motor pool (there is a check in the Pool (dispatch) field on the Functions tab), you must use the Work Calendar tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen to build and store a calendar of working hours for the location. Each year, you must use the Generate tab of the Data -> Setup -> Organization Structure -> Calendars screen to compute the calendar of working hours for the location. The system uses the calendar to compute user downtime on work orders or elapsed usage hours on usage tickets for equipment units assigned to a location.

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 the system manages the work orders. Unless otherwise indicated, these fields are optional.

Work orders permitted

If this field has a check, staff at this location process work orders. You cannot remove a check from this field if the location has any open work orders.

Permit re-open of closed work orders

If this field has a check, authorized users can re-open closed work orders.

Require work class on work orders

If this field has a check, a valid work class is required in the Work class field when you use the Basic Info tab on one of the following screens to open a work order at the location.

Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.

Require labor for tasks when parts charged

If this field has a check, when you post parts charges to the location's work orders, the task ID for each parts charge must have an entry for at least 0.1 hours of labor before you can close the work order.

Require employee ID for PM task checklist items

If this field has a check, tasks assigned to a task type of PM TASK on work orders at this location be assigned to an employee ID with a check in the Charges time field on the Scheduling tab of the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen. Task types are assigned using the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.

Check motor pool availability for pool units

If this field has a check, a message displays on the Messages tab of the Data -> Shop Activity -> Work Order Center screen and the printed work order when a work order is opened for a pool equipment unit that would drop pool availability below zero if it was taken out of service.  

Perform SLA out of service and in shop processing from work order screens

If this field has a check, SLA updates are performed from any screen on which you can open or finish/close a work order.

When an equipment's status changes for one of the following reasons, all attached components are changed automatically.

Allow issue of not-from-inventory parts at zero unit price

If this field has a check, users may issue not-from-inventory parts at zero cost.

Require tasks on work order postings to be specific tasks (not repair groups)

If this field has a check, labor and parts may be posted to REPAIR TASKS but not REPAIR GROUPS. Posting to PM or Inspection services is not affected by this option.

Require PM/inspection service posting only to service on PM order

If this field has a check, you may only post PM or inspection services that match the service specified in the PM service field on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen.

Transfer all work order comments and notes to generated service requests or work orders

If this field has a check and you close a work order for a task with a work accomplished code for deferred maintenance, comments from the Task and Comments tabs are concatenated and transferred to the assigned service request or work order. The comments are separated by carriage returns. Each note copied from the work order includes ORIGINATED -- WORK ORDER ID: <loc>-<year>-<no>.

Automatically generate part requests for work orders generated as PENDING

If this field has a check, a parts request is automatically generated for PLANNED work orders when those work orders become PENDING. The parts list is based on the information provided on the Parts Required tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen for the equipment unit's resource class and the task ID for the service as long as the planned parts have an issue location listed. All parts for the class/task are included on the generated part request, as well as the default setting of the Generated part requests default to issue together field.

Automatically generate commercial requests for work orders from PLANNING to PENDING

If this field has a check, a commercial request is automatically created for a work order generated with a status of PENDING.

Require final status WAC on finish work order

If this field has a check, all tasks on the work order must have a final status work accomplished code assigned before the technician may mark the work order as WORK FINISHED.

Restrict labor reversals based on hours posted to the work order for that task and employee

If this field has a check, a reversal of labor on a work order may not exceed the hours already posted for the task ID, time code ID, and employee ID.

Allow work order status of PENDING or PLANNING when charges exist

If this field has a check, a work order may have a status of PENDING or PLANNING if postings have been made.

Require explicit approval for work orders

If this field has a check, the Approved field on work order screens must be checked (selected) manually during insert or update. If this field is blank, the Approved field on work order screens is checked (selected) automatically if the work order cost is within the amount allowed for the equipment. For multi-unit work orders, this setting applies to the line items on the child work orders.

Allow files to be added to closed work orders

If this field has a check, users will be allowed to add files to CLOSED work orders. This can be helpful if not all files are available when work is being performed. Users can not edit or remove riles on CLOSED work orders.

Add other location work order note on new work orders

If this option is checked, when a work order is opened for an asset that has other location data set, the data in the Other location data field is added to the work order. Other data is set on the Locations tab, Other location data field, for each of the following screens, depending on the type of asset.

Timesheet CLOSED warning message

If this option is checked, users will see a warning message for the timesheet for a labor posting if that timesheet is already closed. For normal work order postings, the work order location is used. For direct labor postings, the location of the posting is used. Otherwise, the employee's assigned shop location is used to determine the location this warning message is connected to for that timesheet.

Do not update status of associated components when creating or updating a work order

Check this box to turn off the relationship update process. This shuts off the relationship tree updates of work order status and SLA status for a work order, and will not update any component relationships in the work order.

Component relationship work order updates are updated in a hierarchical check system. If an item is not updated on the top level, a check is performed on the next level, and so on through the chain of the hierarchy. If any level check comes back with this field checked, the relationship tree is not updated. The hierarchy of checking for updates follows the path below.

Allow only one task on work order finish

Check this box to allow only one task on a work order. If this option is enabled, you must remove the previous repair task from the work order to add another one.

Override next PM due date

If this option is checked, the system overrides the work order's current PM due date with the due date in the Next PM due date field when the PM schedule is updated.

Validate commercial posting Part ID - Suffix

Check this box to validate that the Part ID - Suffix is correct and valid as a part ID - suffix. If this option is checked and a record is saved, but the part ID - suffix is not valid, the record will not save.

Employee ID must be assigned to post labor

If this option is checked, the Application will require that the Employee ID is assigned to the Work Order, Work Order Task, or Service Request when attempting to post labor to a Work Order or Service Request with a Work Order ID.

Require financial project code on labor posting

If this option is checked, labor postings will require the Financial Project Code field to be completed.

For more information, see Financial Project Codes.

Require financial project code on part posting

If this option is checked, part postings will require the Financial Project Code field to be completed.

For more information, see Financial Project Codes.

Include work order messages for associated components

The following two fields specify whether and where information in the Messages field on the Comments tab of the Components - Primary Information screen appears. This includes any messages for the components that are directly attached to the asset currently listed on the work order.

Apply component options to show all parent-child assets:

If this field has a check, messages for all parent and child assets display as well as the specific asset being viewed. This includes any messages for the entire component tree starting with the top level asset of the tree, regardless if the lower components are included in the current work order or  not. The information displays when inserting new work orders and on printed work orders. If this field is blank, only messages for the work order asset display.

For example: As asset tree has the below component tree items. If Component 1 is listed on the work order, and this field is checked, you will see all messages for the entire tree, including all subcomponents for Component 1, messages for Asset 1, and also messages for Component 2 and all its subcomponents.

Display all non-expired component warranties in work order messages

If this field has a check, all existing component warranty information displays in work order messages, regardless of the work order tasks.

Require work accomplished code on work order repair tasks

This setting applies to the work order repair location and specifies when a work accomplished code is required based on the following options:

Work accomplished codes are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.

Apply work accomplished code requirement to PM and inspection services

If this field has a check, the work accomplished code requirement specified in the Require work accomplished code on work order tasks field is applied to PM and inspection services.

Require task percentages on work order

Specifies whether verification of the percentage completed by mechanics on work order tasks is required. The options are:

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See Also

Work order screens