Basic Info |
The Basic Info tab displays information associated with a work order and the location to which is assigned. You can change the priority of a work order or task, change a service status, schedule employees, print work orders, and generate parts requests.
Tip: If you used the Work Assignment screen prior to Release 5.5 or plan to start using it for the first time, some additional setup is required. The following tasks must be performed on the Special Items tab of the Data -> Shop Activity -> Setup -> Options screen.
Place a check in the Maintain Work Assignment data field.
Click the Initiate Work Assignment data button to convert the data for use in the current version. This may take some time to complete, and you should ensure that no other users are logged into the application when the data is initialized.
Once the data has been converted and the checkbox has been updated, you may start using the Work Assignment screen.
Search Tips:
You can retrieve data based on work order location ID; by work order location ID and record type (i.e., service request, work order, or task); priority ID; work order status; job type; task ID; or task type.
To view only current pending work (i.e., open work orders, tasks, and service requests), clear the Include PENDING work orders checkbox in the Filter dialog box. Work orders with a status of PENDING are excluded from the search.
If an equipment ID is not specified, the location will be restricted to your session location. If you do not have an assigned session location or want to retrieve data for other locations to which you have access, specify an equipment ID or work location ID in the Filter dialog box.
Note: Session locations are assigned on the System Mgmt -> Setup -> Access Rights -> Users screen.
The fields in the detail header of the Basic Info tab display information from the work order. The fields are read only.
Work order ID
Three-part field that identifies the work order. The first part identifies the work order’s assigned shop. The second part specifies the year the work order was opened. The third part specifies the work order number.
Job status
Status of the job.
Current work delay
Identifier of the type of work delay. The type description displays in the unlabeled field to the right.
Job/task type
Type of job or task for the work order.
Task location
Identifier of the task location. Task IDs are associated with locations on the Locations tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Data in the fields in the bottom section of the tab specify information about the status, schedule, bay, and employee (or employees) associated with the work. Unless otherwise indicated, the fields are read only.
Task ID
Identifier of the repair task, repair group, or preventive maintenance (PM) service. The task description displays to the right of the ID.
Note: When you delete a task from a work order on the Data -> Shop Activity -> Work Order Center screen, the task is automatically deleted from this screen.
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, work order, or service request. This field has a list box. The priority description displays to the right of the ID.
Priority IDs are defined on the Data -> Shop Activity -> Setup -> Priority Codes screen.
Service status
Equipment unit’s service status. This field has a list box. The service status description displays in the unlabeled field to the right. This field applies only to work orders; it is read-only for tasks.
Tip: You can use this field to change the service status rather than having to change it on the Data -> Shop Activity -> Work Order Center screen.
Service statuses are defined on the Data -> Shop Activity -> Setup -> Service Statuses screen.
Date and time scheduled
Date and time the work is scheduled to be performed. When a task is accepted on the Data -> Shop Activity -> Scheduling -> Schedule Results screen, this field auto-populates with the start date and time of the shop schedule. You can change it to an earlier date and time as needed.
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. This field has a list box. The unlabeled field to the right displays information about the bay.
The Employees assigned/scheduled screen group enables you to specify the employee (or employees) assigned to a work order or task.
Delete: To unassign an employee from a task, click the check box in the Delete column and click Save.
Employee ID: Identifiers of employees who are authorized to charge time, are assigned to the work location (or support all locations), and are assigned to the shift for the task assigned to the work order. You may also assign employees who do not meet these criteria. This field has a list box.
Note: Employees who do not support a task's work management classification (based on asset category) are not assigned to that task. They are however, assigned to tasks whose work management classification they do support. Work management classifications are defined on the Data -> Shop Activity -> Setup -> Work Management Classification screen. Asset categories are defined on the Data -> Equipment Units -> Setup -> Asset Categories screen.
Employee name: The employee's name. This field populates automatically once an employee ID is entered.
Skill type: The skill type is associated with the employee under Shop Activity -> Setup -> Employees -> Skill Type Screen. This is an optional field and must be valid on entry of an item in this field. If you try to enter a skill in this field that is not already associated with that employee, you will get a warning and not be able to proceed.
Crew ID: The name of the crew the personnel is assigned to.
The Vendors assigned/scheduled screen group enables you to specify the vendor (or vendors) assigned to a work order or task. Vendors assigned to work orders or tasks are automatically added to any work order or task to which they are not already assigned or if the existing vendor matches the one just assigned.
Delete: To unassign a vendor from a task, click the check box in the Delete column and click Save. Only vendors not assigned to tasks may be deleted.
Vendor
ID: Identifier of the vendor assigned to perform the work order
or task. This field has a list box. Vendors may
only be assigned to WORK ORDER and TASK record types. This field has
a list box. This field is required.
Vendor IDs are defined on the Basic
Info tab of the Data ->
Setup -> Organization Structure -> Vendors -> Primary Information
screen.
Vendor name: The vendor's name. This field populates automatically once a vendor ID is entered.
Equipment ID
Identifier of the equipment unit to which the work order applies. The unit description displays in the field beneath the equipment 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. You may change the estimated hours for tasks and service requests but not work orders. If you change the estimated hours on this screen, the Work Order Center or Service Requests/Defects screen, as applicable, is also updated.
Posted: Hours to date accumulated toward completion of the task.
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.
View/edit/open work order
The View/edit/open work order button is a hyperlink to the Basic Info tab on the Data -> Shop Activity -> Work Order Center screen. This capability enables you to view more information about a work order, change 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.
Tip: When you open a work order from a service request, the Repair reason ID field on the Data -> Shop Activity -> Work Order Center screen automatically defaults to the repair reason listed on the service request.
Generate parts request
For a specified task, you can use this field to generate a parts request list:
In the upper grid, select a row of record type TASK.
Place a check in the Generate parts request field.
Click Save.
A parts request is 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. The message prints to the parts room printer. The printout includes the employee ID/name, task ID/description, part description, and bin location.
Print work order
To print a work order, place a check in this field and click Save. The request prints to the default Windows printer. Printers are defined on the System Mgmt -> Setup -> Printers -> Printer Devices/Queues screen.
Part request ID
Identifier of the part request.
Issue together
If this field has a check, the parts are issued together.
Output destination
If there is a check in the Print work order field, this field displays the destination printer or file. This field has a list box.