Notes |
The Notes tab displays notes regarding call center work orders and equipment units. If there are notes associated with the work order, this tab displays in the alert color specified on Preferences -> Color Setup. You can use the % wildcard character to filter the results of choice-lists on this screen.
The Call Center screen supports department-level and location-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. You can sort on equipment ID, work order, job type, vendor ID, and department ID, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.
In insert mode, specify information in the fields in the top section of this tab to define the identifying data for the work order's equipment unit. In all other modes, the data is display-only from the selection in the grid.
Equipment ID
Identifier of the equipment unit currently selected in the grid. It must have an assigned company ID. This field has a list box of IDs that do not have a check in the Exclude from inventory lists field on the Authorization tab of the Data -> Equipment Units -> Fleet Equipment screen.
When you specify the ID, the equipment unit year, manufacturer, model, life-cycle status, life meter units, planned retirement date, and company code display below the field. This information is display only.
Tip: Company IDs are assigned on the Assignments tab of the Data -> Equipment Units -> Fleet Equipment screen.
License number
License number of the equipment unit. This field has a list box.
Serial number
Serial or vehicle identification number (VIN). This field has a list box.
Work order ID
Three-part field containing the work order ID associated with the vendor invoice. The first part is the equipment unit's assigned repair location (specified on the Locations tab of the Data -> Equipment Units -> Fleet Equipment screen). This part of the field has a list box. The second part is the year the work order was opened. The third part of the field, which also has a list box, is the work order number.
Generally, if there is a pre-existing open work order for the equipment unit, call center staff assign current problems to the existing work order rather than open a new work order.
Job status
Job status of the work order. This field is display only.
OPEN: The work on the work order has not yet been completed.
WORK FINISHED: The work has been completed and a check placed in the Date and time finished field on the Basic Info tab for this work order.
CLOSED: The work order is no longer open.
Note: You may re-open a closed work order if the work order’s location (specified by the first part of the work order ID) has a check in the Permit re-open of closed work orders field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. That option is overridden, however, if there is a check in the Do not allow reopen of work orders field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.
PENDING: Work has not yet started on this work order.
Life meter usage
Number of meter units the equipment unit has been operated. This information displays when you specify the equipment ID.
Note: If a meter rolled over or was replaced after the work order was opened, the life meter from the work order is used to update the PM schedule.
Planned retirement date
Planned date to retire the equipment unit, if any. This information displays when you specify the equipment ID. Display only from the Replacement and Disposition tab of the Data -> Equipment Units -> Fleet Equipment screen.
The fields in the bottom section of this tab enable you to view or add notes about the work order and equipment unit. Once a note has been entered, it may not be changed or deleted.
Notes Display Field
Text field that displays previously entered notes. Includes the creation date and time as well as the user ID of the person who entered the note. Read only.
Add a new note
Free-form text field in which you can type notes regarding the work order and equipment unit. This field is optional.