Recurrence/More Info |
The Recurrence/More Info tab enables you to display and record information related to recurrences of a service request. You must have authorization to view information and perform actions on this tab.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on equipment ID, repair reason, symptom, operating restriction, segment ID, to/from marker ID, and to/from offset, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a range, any record that crosses any part of that range will be displayed.
The Service Requests/Defects screen supports department-level and location-level access control, so you must belong to a user group with the applicable authorizations in order to make changes or updates.
The fields in the top section of this tab default from the Basic Info tab. They are read only.
Date and time entered
Date and time the service request was created.
Entered by
Identifier of the person who entered the service request.
Data in the fields in the bottom section of this tab define information that relates to recurrences of the service request. All the fields are optional.
Frequency
Frequency of the service request. This field has a list box:
ONE-TIME
RECURRING
NON-SCHEDULABLE
Recurs every
Specifies how frequently a service request recurs. The first part of the field specifies the number of units; the second part defines the time unit. The second part of the field has a list box:
NONE
DAYS
WEEKS
MONTHS
YEARS
Found by user ID
Identifier of the user who found the defect. This field has a list box. The user name displays to the right of the ID. This field is optional.
Note: If
the service request was generated by a failed test result, this field
displays the user ID associated with the employee ID on the Basic
Info tab of the Data ->
Equipment Activity -> Testing -> Test
Results screen.
If the service request was generated by closing a work order with a
work accomplished code defined as deferred maintenance and the task
has an employee ID associated with it, this field displays the
user ID associated with the employee ID on the Task
Completion tab of the Data
-> Shop Activity -> Work
Order Completion screen. If the employee ID is not associated
with a user ID, this field remains blank. The Data
-> Shop Activity -> Setup -> Work
Accomplished Codes screen specifies whether a particular work
accomplished code is defined as deferred maintenance.
Found on work order ID
Identifier of the work order associated with the test results. This can be a different asset than the one on which work is currently being done . This field has a list box. The three-part field is composed of work order location, work order year, and work order number.
Found on task ID
Identifier of the task associated with the test results.
Related PM Service
This field is paired with "Found on task ID" setting to identify any PM service associated with the service request.
Found on test ID
Identifier of the test during which the defect was found. This field has a list box of test IDs, test type IDs, and test dates and times for all test result IDs for the specified equipment unit regardless of test status.
Test IDs are recorded on the Data -> Equipment Activity -> Testing -> Test Results screen.
Found on test element ID
This field is paired with the "Found on test ID" setting to identify the test result that caused the service request to be created. If enabled, it must be a valid test element that is found on the entered test result.
Service request ID
Unique, system-generated ID for the service request. This field is display only. You can use this ID to link the tasks performed on a work order to this service request.
Status last changed by
Identifier of the last user who changed the status of the service request. If the service request was rejected, for example, the ID of the user who made the change displays in this field. The user name displays beneath the field. This field is display only.
Note: This field populates upon the following actions:
Assign a service request to a work order
Unassign a service request from a work order
Set a work order to FINISHED, which sets the service request to FINISHED
Set a work order to CLOSED, which sets the service request to CLOSED
Delete a work order, which unassigns the service request
on
Date and time (in MMDDYYYY HH:MM format) that the change was made. Display only.
Condition rating
Note: This field is not available for entry if the service request has a status of CLOSED or REJECTED.
Description of the unit's current condition. When you enter an equipment ID, this field defaults to the existing condition rating, if any. If you change the rating, the equipment unit record updates automatically. This field has a list box. This field is optional.
Note: If there is a check in the Enforce asset category restrictions for this condition field on the Asset Categories tab of the Data -> Equipment Units -> Setup -> Condition Ratings screen, the condition may only be used on a work order for an equipment unit that has an asset category supported by the condition.
Condition ratings are defined on the Data -> Equipment Units -> Setup -> Condition Ratings screen. Changes to condition ratings are tracked in a EQ_COND_READ row with source and old and new condition data.
Mobile UID
The Other occurrences screen group lists work orders on which the defect has been listed in the past or other occurrences in which the problem was discovered on an equipment unit and worked on. Unless otherwise indicated, these fields are optional.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Date and time found
Date and time the defect was found as listed on the work order. If entering an occurrence, this field is required.
WO location
Identifier of the location listed on the work order. Defaults to the assigned repair location of the equipment unit, unless the symptom has a default shop location, in which case that value appears. This field has a list box.
The default shop location for symptoms is recorded on the Asset Categories tab of the Data -> Shop Activity -> Setup -> Symptoms screen.
-year
Year listed on the work order.
-number
Work order number. This field has a list box.
Test ID
Identifier of the test result in which the defect was found. This field has a list box.
Test IDs are recorded on the Data -> Equipment Activity -> Testing -> Test Results screen.
External identifier
Identifier of the external system that provided the information. This field is display only.
Related test
Test associated the service request. This field is display only.
Contact name
Name of the contact. This field is display only.
User ID entered
Identifier of the contact. This field is display only.
Comment
Comments regarding the occurrence. This field is display only.
Information in the External service request system data section is from a Zonar Systems device. All fields are display only.
External identifier
Identifier of the external system.
Related test
Test associated with the service request.
Symptom - zone
Symptom identified in the zone on the vehicle.
Symptom - component
Component's symptom.
Symptom - condition
Symptom associated with the vehicle's condition.
Number of occurrences
Number of occurrences. Defaults to 1. Defects that have been reported but not yet resolved are added as additional occurrences rather than new service requests.