Service Requests/Defects |
The Service Requests/Defects screen is designed to be used as a work planning tool. You can review existing service requests, assign new service requests to equipment units, and report defects and track them to resolution. The screen also displays pending out-of-service declarations. Examples of service include service requests, deferred maintenance, recurring tasks, and tasks that failed tests (see the Data -> Equipment Activity -> Testing -> Test Results screen). Basic information, comments, and recurrences for each service request are tracked.
General Service Requests/Defects Information
The default values for service request assignments (i.e., requiring all service requests to be assigned to a work order, automatically unassigning unlinked service requests, requiring C/C/C information for assigned service requests, automatically identifying new service requests as unassigned, and specifying the type of match required between assigned service requests and the work performed) are defined on the Work Orders-Service Requests tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
The default priority for new service requests is set on the Data -> Shop Activity -> Setup -> Symptoms screen. When a new service request with a symptom is added, the system searches for the default priority ID at the symptom and asset category level, then the symptom level, and then the equipment level. It uses the first default value found.
Service requests are stored in the SRV_MAIN table. The data conversion to Release 5.6.x automatically transferred all existing service requests from TSK_MAIN (task_type = 'C') to this table. Reports that return service requests must reflect this information.
To streamline data entry, you can copy service requests using the Copy button. This is helpful if a service request was submitted for the wrong equipment unit or an issue reported previously has reappeared. Users must have the applicable screen rights to use this feature. For a list of the data items that are copied, see Service request data items copied.
Tip: The Service Requests/Defects screen supports department-level and location-level access control, so you must belong to a user group with the applicable authorizations in order to make changes or updates.
To learn more about each tab's functions and fields, click the applicable hyperlink.
Information about requests for service, including the shop; date and time; work order; contact; task and priority IDs; estimated hours to correct; work class, type, and group; and meter readings
Contact information for employees and operators
Comments about the service request
Notes about the service request
3C information about the service request
Task information associated with the service request
Links to data files associated with the service request
Operating restrictions associated with an equipment unit
Frequency of the service request
Define and manage fault codes. This tab is only present when the system has fault codes defined.
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See Also