Work Orders - Service Requests |
The Work Orders - Service Requests tab enables you to display and define rules for service requests.
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.
Data in the fields in the bottom section of this tab defines the information. Unless otherwise indicated, these fields are required.
Require all assigned service requests be linked to a task on the work order
Specifies the point in the process at which a work order is reviewed for assigned service requests. Does not apply to linear work orders.
NEVER: No validation occurs.
FINISH: Validation runs when work order is set to either WORK FINISHED or CLOSED. Each assigned service request must be posted against a task, or a task from the work order must be listed on the Tasks tab of the Data -> Equipment Activity -> Service Requests/Defects screen.
CLOSE: Validation runs when work order is set to CLOSED. Each assigned service request must be posted against a task, or a task from the work order must be listed on the Tasks tab of the Data -> Equipment Activity -> Service Requests/Defects screen.
Note: May be used with the Automatically unassign unlinked service requests option only if NEVER is selected.
Automatically unassign unlinked service requests
If this field has a check, unassigned service requests are automatically unlinked. Runs only on close.
Note: May not be activated if either FINISH or CLOSE was selected in the Require all assigned service requests be linked to a task on the work order field.
Require entry of C/C/C information for assigned service requests
If this field has a check, complaint, cause, and correction data must be entered on the service request before the work order may be closed.
Default C/C/C correction comment from WAC description
If this field has a check and the work accomplished code has a status of FINAL, the WAC description from the last labor performed on the completed task is written to the applicable service request. Existing data on the service request is not overwritten.
Default service requests as unassigned
If this field has a check, the default status for service requests is UNASSIGNED.
Note: Unassigned service requests will be listed on the Service Requests/Defects tab of the Data -> Shop Activity -> Work Order Center screen, and a red exclamation point will display on the tab. To assign a service request to the work order, place a check in the Assigned field on the tab. Only "assigned” service requests will print on the hard copy work order.
Update equipment ID on assigned service request when update equipment ID on work order
If this field has a check, changing the equipment ID on a work order changes it on all service requests assigned to that work order. The meter values on the service request are set to those of the work order. Other transactions linked to the service request are also changed.
If this option is not enabled, users must manually unassign service requests from a work order before the equipment ID on the work order may be changed.
Default work order priority to highest ranked priority on assigned service requests
If this field has a check 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. Applies to the Incident Management, Multi-unit Projects, and Work Order Center screens.
Priority codes for service requests are assigned on the Basic Info tab of the Data -> Equipment Activity -> Service Requests/Defects screen.
Require match between assigned service request/defect and work performed
The selections in the list box for this field determine whether corresponding work performed for the task ID or repair group is required on any service requests assigned to the work order.
NONE: Not required.
If either of the following values is specified, you may not close a work order with an assigned service request unless there is corresponding work performed (hours or costs for labor or parts) for the task ID or repair group on the service request.
EXACT TASK: Requires corresponding work performed for the task ID assigned to the service request.
ANY TASK IN REPAIR GROUP: If a task ID assigned to a service request belongs to a repair group, requires corresponding work performed for any task in the repair group.
Task IDs are assigned to service requests on the Basic Info tab of the Data -> Equipment Activity -> Service Requests/Defects screen. Service requests are assigned to work orders on the Service Requests/Defects tab of the Data -> Shop Activity -> Work Order Center screen.
Generate service requests from deferred maintenance on PM checklist entry
Specifies the point in the process at which a service request for deferred maintenance should be generated. The options are:
CLOSE: (default setting) Service request is generated once the work order status is CLOSED. This is the action that occurred prior to Release 6.0.3.
FINISH: Service request is generated once the work order status is WORK FINISHED.
IMMEDIATE: Service request is generated as soon as you set the work accomplished code on the PM checklist item.
Note: If a service request is generated using this option and data on the PM checklist item is subsequently changed such that a service request would not normally be generated, the service request is not deleted.
Allow finishing of service requests with assigned asset
Check this box to allow a service request to be finished with the assigned asset.
Require service request task identified for resolving the complaint
Can be set to NEVER, FINISH, or CLOSE. If this option is set to FINISH or CLOSE then before finishing or closing the work order, any associated service requests will require that at least one task has enabled the "Corrected failure" check-box within the service request tasks group control.