Options |
The Options tab for shop activity setup enables you to specify options that affect how shop activities are processed.
Shop activity management options
The fields in the bottom section of this tab define shop activity options. Unless otherwise indicated, these fields are required.
Permit repair tasks on PM orders
Specifies whether you may post charges for task IDs with a task type of REPAIR GROUP or REPAIR TASK to either repair orders or PM orders or only to repair orders. This option does not apply to INDIRECT or COST STANDARD tasks.
This option is overridden by the Require PM/inspection service posting only to service on PM order option on the Shop Activity - Setup - Options screen. If both options are enabled, you can add PM services to a repair work order, but you cannot post to them.
Check: You may post the charges to repair orders or PM orders. See posting charges to repair tasks on PM orders. Required if your organization uses the Data -> Call Center -> Call Center screen to insert and record information about vendor work orders.
Blank: You may post the charges only to repair orders.
In either case, tasks are identified as either repair or PM. Task IDs are assigned to task types on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Permit PM services on repair orders
Specifies whether you may post charges for task IDs with a task type of PM SERVICE or INSPECTION to either repair orders or PM orders or only to PM orders. This option does not apply to INDIRECT or COST STANDARD tasks. PM services and tasks are not allowed on internal rebuilds.
Check: You may post the charges to PM orders or repair orders.
Blank: You may post the charges only to PM orders. Required if your organization uses the Data -> Call Center -> Call Center screen to insert and record information about vendor work orders.
In either case, work on each task is identified as either repair or PM. Task IDs are assigned to task types on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Add late/soon due PM services to repair orders as tasks
If this field has a check, a late or soon due PM service or additional inspection is automatically added as a task on repair work orders. There also must be check in the Permit PM services on repair orders field. The work order’s equipment unit must not currently have a work order with a job status of OPEN or PENDING that already includes the PM service.
To determine whether the unit is soon due for a PM service or inspection, the following tabs on the Data -> Equipment Units -> Fleet Equipment screen are checked:
For units on class PM programs: Class PM Program
For units on individual PM programs: Individual PM Program
For units with additional inspections: Inspections
Set default work order priority to equipment priority
Specifies which value displays in the Priority ID field on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen when you open a work order.
Check: The priority ID assigned to the equipment unit's work orders displays. You can change it.
Blank: The priority ID does not display; you must specify one.
Note: On work orders opened from other screens, the priority ID assigned to the equipment unit's work orders is always inserted as the priority ID for the work order. Such screens include the following:
Data -> Equipment Management -> Equipment Due for Service/Inspection (either by Equipment or by Location)
Data -> Equipment Activity -> Multi-unit Projects -> Primary Information
Data -> Data Capture -> Hand-held Devices
Add parts issued to PM and inspection services to class/task parts lists
If this field has a check and a part is added to a work order for a task that is assigned to the indicated task type, the part is added to the list of parts required to perform the service, inspection, or task on the unit's assigned equipment class for resources. The parts list displays on the Parts Required tab on the Data -> Equipment Units -> Setup -> Equipment Class -> Class Task Information screen.
Tasks are defined on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen. Equipment units are assigned to equipment classes on the Classes tab of the Data -> Equipment Units -> Fleet Equipment screen.
For a list of screens from which you can post parts charges to work orders, refer to the information on parts charges.
Add parts issued to repair groups and tasks to class/task parts lists
If this field has a check and a part is added to a work order for a task that is assigned to the indicated task type, the part is added to the list of parts required to perform the service, inspection, or task on the unit's assigned equipment class for resources. The parts list displays on the Parts Required tab on the Data -> Equipment Units -> Setup -> Equipment Class -> Class Task Information screen.
Tasks are defined on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen. Equipment units are assigned to equipment classes on the Classes tab of the Data -> Equipment Units -> Fleet Equipment screen.
For a list of screens from which you can post parts charges to work orders, refer to the information on parts charges.
Remove parts from class/task parts lists upon return if auto-add enabled
If this field has a check and the Add parts issued to PM and inspection services to class/task parts lists field or the Add parts issued to repair groups and tasks to class/task parts lists field has a check, the part is removed from the class/task list if returning the part zeroes out the part total on the work order to which the part was issued.
Require password for employee labor capture
If this field has a check, information in the Password field is required to make labor entries on the Labor Capture tab of the Data -> Shop Activity -> Employee Labor Capture screen.
Warning message if similar commercial work already posted
If this field has a check, a warning message appears if you are posting a duplicate commercial charge entry. For example, a message displays if an entry already exists for the same equipment ID (could be different work order IDs), vendor invoice number, vendor ID, and task ID.
Warning message if similar part already issued
If this field has a check and you attempt to process a part issue transaction for the same part ID and part suffix to the same work order ID, a warning message appears. You may cancel the processing to enter different values, or you may bypass the warning and process the transaction anyway.
Check for potential comebacks based solely on the exact task ID
If this field has a check, potential comebacks are searched for based on the exact task ID instead of identifying potential comebacks within the same repair group. This option provides a more specific location from which the mechanic can begin to investigate the problem.
Require entry of summary information on close of warranty work order
If this field has a check, at least one field of 3C (complaint/cause/correction) information on the 3C Summary tab of the Data -> Shop Activity -> Work Order Center screen must contain data before a warranty work order may be closed.
Allow future dates on indirect time entries
If this field has a check, indirect time entries can be dated later than the current system date.
Do not allow overlap of time card entries
If this field has a check, an error message displays if the employee enters overlapping start and end dates and times. Applies to the Time Cards, Employee Labor Capture, Work Order Center, Linear Assets - Work Order, and Internal Rebuilds screens.
The system verifies that the start date and time and end date and time are entered for the after-the-fact labor transaction and confirms that there is no overlap. When posting new labor transactions with this option active, the start date and time default to the end date and time of the last labor posting for the employee for that date.
Require vendor contract ID when posting work
If this field has a check, a vendor contract ID is required on commercial line items entered through the purchasing process as well as commercial work posted directly to work orders.
If a vendor has only one current (by date) contract in place, that contract ID defaults on line items and work orders.
If a vendor has two or more current contracts in place, users must specify a contract ID before they can process the line item or work order.
If a vendor does not have a current contract, no contract ID will default and none is required.
Validate position on part issues against component configuration
If this field has a check, a validation occurs to ensure that the position ID entered is appropriate for the component configuration and that serial numbers do not overlap.
Allow posting when posting date is one day removed from today or work finished date
If this field has a check, issue dates may be one day in the future; one day prior to the work order date and time; or one day after the work order finish date.
This functionality enables work order details (labor, parts, commercial charges) to be processed when the workstation and server are in different time zones that are not completely in sync.
Update current meter reading on equipment when update meter on a finished work order
If this field has a check and the work order has a status of FINISHED, the Life meter last performed fields are updated whenever the work order meter is updated. This applies to REPAIR and PM work order types. The value is updated regardless of work order type, because if the user puts PM Service on a repair work order and marks the schedule to be UPDATED, the system updates the Life Meter Last Performed. If a work order is already in WORK FINISHED state (before unlocking the record) and someone updates the meter, it will update the Life Meter Last Performed.
If this field is blank (disabled), the Life meter last performed fields are not updated. The system will not update the Life Meter Last Performed if the work order is already in WORK FINISHED state.
Changes to class/task PM checklist and standards jobs task list apply to PENDING work orders
This option indicates that changes made to the class/task pm task list, test type list, and parts required will be reflected on work orders that have a status of PENDING or PLANNING. Also, changes made to the standard jobs task list and parts required will be reflected on work orders that have a status of PENDING or PLANNING.
Include associated repair group description when displaying task description
This setting allows the task descriptions to be the combination of the Repair Group Description and the actual Task Description.
Transferring work to another responsible location will remove work assignments
If enabled, this option will remove existing work order crew, employee, and vendor assignments when the work order responsible location value is changed.
Service request/defect task ID choice list is
Type of task ID displayed in the list box on the Basic Info tab of the Data -> Equipment Activity -> Service Requests/Defects screen.
The options are:
REPAIR GROUP: Only valid repair tasks with a task type of REPAIR GROUP display.
REPAIR TASK: Only valid repair tasks with a task type of REPAIR TASK display.
Task ID task types are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Repair group task IDs are __ digits
Number of digits used to represent a task type that is a repair group. This field has a list box of 2 or 3.
To use the American Trucking Association's (ATA's) VMRS (Vehicle Maintenance Reporting Standards) codes, specify 2.
To use the ATA’s VMRS 2000 codes, specify 3.
To change the number in this field, go to Changing the value from 2 to 3 or Changing the value from 3 to 2.
VMRS codes for parts are specified on the Basic Info tab of the Data -> Parts Items -> Primary Information screen. Task IDs that represent repair groups are defined on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Require multi-unit project approval
If this field has a check, the project must be approved before service requests or work orders can be opened for it.
Save multi-unit project equipment list criteria
If this field has a check, the criteria used to add equipment units to a multi-unit project are stored. The criteria include manufacturing ID, model ID, year, serial number range from/to, assigned PM location ID, assigned repair location ID, department ID, SLA equipment category, equipment class for maintenance, equipment class for PM program, and life-cycle status code. Applies to fleet equipment, rail equipment, linear assets, stationary equipment, and components.
If you add an equipment unit that matches the saved criteria of an active (open) multi-unit project, the equipment is added to the project equipment list.
If you edit an existing equipment unit such that its criteria match those of an active (open) multi-unit project, the equipment is added to the project equipment list.
In either case, a work order or service request is automatically generated if one has already been generated for other units in the project.
The criteria used to add equipment units to a multi-unit project are specified on the Criteria tab of the Data -> Equipment Activity -> Multi-Unit Projects -> Primary Information screen.
Validate test element values upon entry
If this field has a check, test elements entered on the Data -> Equipment Activity -> Testing -> Test Results screen are validated. If you enter a value that is not allowed, you must delete it. If you have not entered all the required elements, you must do so. If this option is not active (i.e., the checkbox is blank), these requirements are enforced only when the test result is closed. Test results require "Date and time of test" before using a final status on the test when the test type and test element requires a date and time test entry to be completed.
Require match between work order location and equipment access rights location
Specifies the type of match required between the work order location on the Data -> Shop Activity -> Work Order Center, Work Order – Short Form, and Linear Work Order screens (specified in the first part of the Work Order ID field) and the one specified in the Access rights field on the Locations tab of the Data -> Equipment Units -> Fleet Equipment screen.
The options are:
NO MATCH REQD [Required]: If location security is in effect on the Data -> Shop Activity -> Work Order Center screen and this option is selected, a work order may be opened for any equipment unit as long as the logged-in user has access to the work order location. For example, the work order was opened at location ABC, but the equipment can be for any location. This is the default.
EXACT MATCH: If location security is in effect on the Data -> Shop Activity -> Work Order Center screen and this option is selected, the work order location and the equipment unit’s access right location must match exactly. For example, the work order was opened at location ABC and the equipment unit must have ABC as its access rights location.
AUTHORIZED LOCATIONS: If location security is in effect on the Data -> Shop Activity -> Work Order Center screen and this option is selected, the same location security applies to the work order location and the equipment unit's access rights location. For example, the user can open work orders at either location ABC or DEF. The equipment unit's access rights location may be either ABC or DEF regardless of whether the work order location is ABC or DEF.