PM Checklist Signoff |
The PM Checklist Signoff screen enables technicians to update PM checklist items, with no restriction on work order type (i.e., both linear assets and non-linear assets may be updated). You cannot use this screen to close work orders, however.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on work order location ID/year/number, equipment ID, job status, license number, and task ID.
The fields in the top section of the screen are display only.
Work order ID
Identifier of the work order currently selected in the grid. The work order ID is composed of three parts: location, year, and number.
Equipment ID
Identifier of the equipment unit on the work order. The unit’s year, manufacturer, model, meter readings, and description display in the field below the ID.
Job status
Job status of the work order.
Note for optional Bar Code module: The job status for work orders opened with hand-held devices is determined by the Job status to assign work orders opened with hand-held devices field on the Functions tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
OPEN: The work on the work order has not yet been completed.
WORK FINISHED: Shop personnel have completed the work and placed a check in the Date and time finished field.
CLOSED: The work order is no longer open.
PENDING: Work has not yet started on this work order.
License number
License number of the equipment unit (if any). This information originates from the Registration tab of the Data –> Equipment Units -> Fleet Equipment screen.
Data in the fields in the bottom section of this tab display and assign completion/work accomplished codes and employee IDs to tasks on work orders.
Set the completion code for each unassigned task to
Default completion/work accomplished code assigned to all tasks that do not have an assigned code. This field has a list box. The completion code description displays to the right of the field.
Set the employee ID for each unassigned PM task to
Default employee ID assigned to all PM tasks that do not have an assigned ID. This field has a list box. The employee name displays to the right of the field.
The following fields are presented in a screen group. Unless otherwise indicated, these fields are display only.
Task ID
Identifier of the task. Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Related PM service
Preventive maintenance service (designated by letters A to Z) or inspection type associated with the task ID. Information displays in this field only when the Task type field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen specifies that the task ID is a PM TASK.
Task description
Description of the task.
Completion/work accomplished code
Code associated with the task ID for the work accomplished. This code provides more detail about the work performed in relation to the task. This field has a list box.
Work accomplished codes and their descriptions are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.
Completion/work accomplished code description
Description of the work accomplished. Auto-populates based on the completion/work accomplished code.
Repair reason ID
Identifier of the reason for the repair. This field has a list box.
To change a work order's repair reason ID that has already been processed, you must be assigned to a user group that has a check in the Override work order repair reason field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.
Repair reason codes are defined on the Data -> Shop Activity -> Setup -> Repair Reasons screen.
Employee ID
Identifier of the employee assigned to the task. This field has a list box.
Employee IDs are assigned on the Personal Information tab of the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen.
Employee name
Name of the employee assigned to the employee ID. auto-populates after the employee ID is specified. This field is display only.
Work class
Code that specifies a work class for the task. 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, then a work class is required for tasks defined as either REPAIR TASK or REPAIR GROUP. For tasks defined as PM SERVICE or PM TASK, work class is optional.
Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.
Warranty work
Warranty status of the work order. The value in this field is assigned to all tasks on the work order unless you define a different value for the task. To change the warranty status after it is processed or to assign a different value to specific tasks on the work order, you must be assigned to a user rights group that has a check in the appropriate Override work order warranty status field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.
This field has a list box:
YES: The work order is for warranty work.
NO: The work order is not for warranty work.
UNKNOWN: The equipment unit is still in its warranty period (based on time and meter reading). When the work order was inserted, it could not be determined whether this task was covered by a warranty.
Equip warranty work
If this field has a check, the task is covered by the equipment unit’s warranty.
Update PM schedule
For work orders with a job type of PM, this field specifies whether, when you process information for work orders with a job status of either WORK FINISHED or CLOSED, the PM schedule for the unit is automatically updated.
YES: The PM schedule for the unit is automatically updated.
NO: The unit's PM schedule is not automatically updated.
Date and time completed
Date and time (in MM/DD/YYYY HH:MM format) that the PM checklist item was marked as completed. Applies to entries made directly through a screen (such as Work Order Completion) or through the Web Modules Technician Portal.
Not applicable
If this field has a check, the item does not need action. This functionality enables you to use the same checklist for multiple equipment units even if there are minor variations in the equipment.
Failed
Check this box to mark an item as failed.
Comments
Text field for comments.