Basic Info |
The Basic Info tab displays work order information for the employee (or employees) assigned to complete it. The data that the screen displays is restricted to the employee ID associated with the user's log-in ID.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on employee ID, work order location ID, priority ID, equipment ID, and date and time scheduled, among other values.
If you perform an unrestricted Get Data, the data is automatically restricted to the employee ID associated with the user who is currently logged in.
The fields in the top section of the Basic Info tab display information from the work order. The fields are read only.
Work order ID
Three-part field containing the work order identifier. The first part identifies the location of the shop assigned to the work order. The second part is the year the work order was opened. The third part is the work order number.
Job status
Status of the job.
Current work delay
Identifier of the type of work delay. The unlabeled field to the right displays the record type.
Employee ID
Identifier of the employee assigned to the work order or task. The employee's name displays to the right of the ID.
Data in the fields in the bottom section of this tab specify information about the task, equipment, status, schedule, bay, and employee (or employees) associated with the work. Unless otherwise indicated, the fields are read only.
Task ID
Identifier of the single repair task, repair group, or preventive maintenance (PM) service.
Equipment ID
Identifier of the equipment unit to which the work order applies. The equipment description displays underneath the field.
Symptom
Complaint or symptom for which the service request was created. The symptom description displays in the unlabeled field to the right.
Priority ID
Identifier of the priority assigned to the task or work order. The description displays to the right of the ID.
Total hours
The following fields provide information about the time required to complete each work order task.
Estimated: Estimated hours required to complete the task.
Posted: Hours to date accumulated toward completion of the work order.
Note: You need to get data on the Data -> Shop Activity -> Work Assignment screen to update the posted hours to current.
Date and time in
Date and time the work order equipment arrived (or is expected to arrive) in the shop.
Date and time due
Date and time that the customer was told the equipment would be ready.
Date and time scheduled
Date the work is scheduled to be performed.
Shift scheduled
Shift to which the work is assigned. This field has a list box.
Shifts and shift IDs are defined on the Data -> Shop Activity -> Setup -> Shifts screen.
Bay scheduled
Bay to which the work is assigned. The unlabeled field to the right displays information about the bay.
View/edit/open work order
The View/edit work order button is a hyperlink to the Basic Info tab on the Work Order Center screen. This capability enables you to view more information about a work order, make changes to an existing work order, or open a work order for a pending service request for an equipment unit. To simplify the data entry, any work assignment you make for a bay or a technician at the work order level will also update the assignment information for any unscheduled or unassigned tasks for that work order.
Generate parts request
For a specified task, you can generate a parts request list as follows:
Step 1. In the upper grid, select a row of type TASK.
Step 2. Place a check in the Generate parts request field.
Step 3. Enter the Part request ID.
Step 4. Click Save.
Parts requests are generated based on the list of parts defined as required for the task and the resources class of the equipment unit on the Class/Task Information screen. Once a parts request has been generated for the task, the Part Request ID field displays the request ID.
Print work order
To print a work order, place a check in the Print work order field and click Save.
Issue together
Check this box to update the part request to not allow partial issues. This updates the Issue together field on a generated request (this can be found on the Parts Requests screen, Parts Information tab)
Output destination
If there is a check in Print work order field, this field displays the destination printer or file. This field has a list box.