Tasks |
The Tasks tab enables you to review the tasks associated with the work order you are planning, based on your current diagnosis of what is wrong, what needs to be done, and what has been done.
The Work Order Planning screen supports location level and department-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
Tip: To limit the display of information in the grid and maximize performance, use the filter. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. You can sort on work order information, from/to start date, equipment ID, repair reason ID, job status, capital project ID, and task ID, among other values. If you specify a range, any record that crosses any part of that range will be displayed. You can also use the sort button to arrange the order in which work order IDs are listed. If you do not specify a sort sequence, IDs are listed in descending order by the Date and time in field (specified on the Basic Info tab).
The fields in the top section of this tab define the data that displays. Unless otherwise indicated, these fields are required.
Work order ID
Identifier of the work order currently selected in the grid or that you are inserting (opening). The work order ID is composed of three parts:
Identifier of the shop location to which the work order is assigned.
Calendar year of the opening of the work order.
Sequential number in the range from 1 to 9999999.
When you insert (open) a new work order, this field populates automatically with the session location ID specified on the Basic Info tab of the System Management -> Setup -> Access Rights -> Users screen, the current year, and the next sequential number available at the shop. To change this number, type another number over it. You may not add a multi-unit work order ID to an existing PLANNING work order.
Equipment ID
Identifier of the equipment unit. Display-only from the Equipment ID field in the bottom section of the tab.
Data in the fields on the bottom section of this tab, presented in a screen group, display tasks expected to be or actually performed under this work order. The screen group displays up to 200 rows of information. To view more than 200 rows, use the Queries/Reports -> Query Report Generator screen to create and run a report that includes the information.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save. You may not delete a work order if: employees are currently assigned; service requests are currently assigned; there are posted costs or delay hours or the work order is currently in DELAY status; there are incomplete part requests; or the work order is currently on a capital project.
Note: To delete a task on a work order, you must first reverse all labor and commercial postings and return all part postings made against the task. If there is a part markup and there is a check in the Do not reverse part markup on return field on Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, then parts cannot be completely reversed and the task cannot be deleted. You also cannot delete a repair task ID that is associated with a PM task.
Symptom
Symptom associated with the repair. Must support the equipment unit's asset category. This field has a list box that filters on only those symptoms that start with the characters you typed in the field prior to requesting the list. The maximum field length is 20 characters. This field is optional.
Task IDs are associated with symptoms on the Basic Info tab of the Data -> Shop Activity -> Setup -> Symptoms screen.
Task ID
Identifier of the task. Cannot be a PM, INDIRECT, GENERAL, or COST STANDARD task. This field has a list box of IDs that support the asset category and have a check in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates it is a valid task to which you can post charges. You cannot post indirect tasks to a work order. Required.
A REPAIR task is allowed on a PM work order (or a PM task on a REPAIR work order) only if specified on the Basic Info tab of the Data -> Shop Activity -> Setup -> Standard Jobs screen.
Tip: If you specified a symptom, the task ID choice list is restricted to only those task IDs associated with that symptom.
The tab on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen specifies a task's default 3C data.
If the task ID is a potential comeback, a notification displays on the Messages tab.
Work accomplished code
Code associated with the task ID for the work accomplished. This code provides more details about the work performed in relation to the task. This field has a list box. This field is optional.
Work accomplished codes and their descriptions are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.
Tip: In Insert mode, after you specify an ID in the Equipment ID field, the Account ID, Work class, Warranty work, Priority code, Task location, and Date and time required fields display the values associated with work order.
Account ID
Identifier of the general accounting system's account assigned to this work order. This field has a list box. The account name displays to the right of the ID. The Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether information in this field is required, optional, or not required.
Account IDs are defined on the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Financial project code
The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets.
Work class
Code that specifies a work class for the task. This field has a list box. To change the value for a specific task, use this tab. To change the value assigned to the work order, use the Basic Info tab. Required for REPAIR tasks if there is a check in the Require work class on work orders field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. Otherwise, optional.
Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.
Warranty work
Warranty status of the task. To change the value for a specific task, use this tab. To change the value assigned to the work order, use the Basic Info tab.
If a warranty is in effect, the default is specified in the Default setting for warranty when warranty is in effect field on the Work Orders - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
When a task is added to the work order, the information in the Date and time in field on the Basic Info tab determines whether the component is still under warranty.
This field applies to repair group and repair tasks only, not PM services or inspections. The options are as follows:
YES: The labor or parts required for this task are covered by a warranty on the component associated with the task ID.
NO: The labor or parts required for this task are not covered by a warranty on the component associated with the task ID.
UNKNOWN: The equipment unit is still in its warranty period (based on time), but you are unable to determine whether the warranty applies to the work.
Component warranties are recorded on the Component Warranties tab of the Data -> Equipment Units -> Additional Data screen. The component type is associated with the task added to the work order.
Repair reason ID
Identifier for the repair reason for the task. This field has a list box. Required for REPAIR tasks; otherwise, optional.
Repair reason IDs are defined on the Data -> Shop Activity -> Setup -> Repair Reasons screen.
Task priority ID
Identifier of the priority for this task. This field has a list box. Required. Priority IDs are defined on the Data -> Shop Activity -> Setup -> Priority Codes screen.
Date and time required
Date and time the task must be completed. Displays the date and time the work order is due, based on the priority ID (date and time in plus the priority-defined hours, days. and months time period). Optional for work orders in PLANNING status.
Estimated hours
Estimated number of hours of labor required to complete the task. This field is optional. When you insert a new task ID, this field displays the standard labor hours for the task specified on the Standards tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen.
Travel time
Estimated travel time required to perform the task. This field applies only if the equipment unit is not in the shop. This field is optional.
Equip warranty work
If this field has a check, the equipment warranty (bumper-to-bumper warranty) applies to the task. If this field has a check and the task is PM Service or Inspection, the equipment manufacturer and model must support PM coverage.
Warranty vendor ID
Identifier of the vendor associated with the warranty. This field has a list box. Required if there is a check in the Equip warranty work field or the Warranty work field (on the Basic Info tab) specifies YES for the task.
If the Equip warranty work field has a check, there is a check in the Automatically create equipment warranty claims when closing work order including warranty work field on the Work Orders - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, and there are no active vendors for the equipment unit, this field defaults to the vendor who expired most recently.
If the equipment unit or component has two or more warranties, you may specify the vendor ID to which the warranty applies. This field defaults to the vendor for the warranty that expires the soonest, but you may select a different one.
The functions that a vendor provides (such as warranties) are specified on the Functions tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
Task location ID
Identifier of the task location. This field has a list box. Required.
If the task's asset category is associated with a work management classification, this field displays the location specified on the Functions tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Task IDs are associated with locations on the Locations tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Comments
Comments and notes about the tasks. Optional, free-form area. These comments display below the task in the Expected Tasks section of the printed work order. For more information, refer to:
FORMAT 1:
FORMAT 2:
FORMAT 3: Abbreviated format that prints on one page with limited assigned tasks.
Preventive Maintenance (PM) work order (The abbreviated form of this work order lists PM services and checklist items.)
Repair work order (The abbreviated form of this work order notes whether the order includes tasks but does not list tasks.)
FORMAT 4
The work-order print format is specified on the Work Orders- More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Request standard parts
If this field has a check, standard parts were requested.
Task Multiplier
Indicates how many times a task was completed which can be helpful for updating estimates if the same task has to be performed multiple times.