Open/Update/Close Work Order - Maintenance Steps

Program/Screen: WOCRTT/WOCRTTC1

Description:

Use this screen to review and work with maintenance steps for the work order or work order quote.  If you are creating a work order or quote, review the existing maintenance steps or add new ones.  If you are updating a work order, enter the number of the mechanic next to the steps he or she performed.

 

Click a link to advance to that section of the topic.

 

 

Navigation

Access this screen after entering header information for the work order/quote or by pressing F8 from the Open/Update/Close Work Order - Header screen.  If you are creating a work order or quote, review the existing maintenance steps or add new ones by paging down to a blank line.  If you are updating a work order, enter the number of the mechanic next to the steps he or she performed and press Enter.

 

Press F9 or F10 respectively to add parts or labor to the work order or quote.

 

Unique Open/Update/Close Work Order Screens

Open/Update/Close Work Order - Launch

Equipment Information Entry

Quote to Order

Clone Work Order

Open/Update/Close Work Order - Header

Additional Information

Labor Description

Labor Detail

Maintenance Steps

Parts

Parts Detail

Work Order Review

 

Additional Program Screens

Equipment Maintenance Steps

 

Fields

Equipment Number

Displays the number of the piece of equipment being serviced on the work order.

 

Category/Class Number

Displays the category/class ID and description for the equipment.

 

Mechanic 1

Enter or accept the head mechanic for the work order.  This number defaults from the Head Mechanic field on the work order header, but you can change it.  If you do not know the number, press F4 to search for it.

 

Mechanics 2, 3 and 4

If applicable, enter the number for up to three other mechanics who worked or will work on the work order.

 

Make Equipment Available

Indicates whether you want to make the equipment available because maintenance is completed.  This field is view-only when you are creating a work order.

 

If you are updating a work order for bulk equipment, make quantities available on the Open/Update/Close Work Order - Header screen.

 

Current Status

Displays the status of the equipment.

 

New Meter 1

If applicable, enter the equipment's meter reading.

 

Current Meter 1

Displays the current meter reading for the equipment.  This represents the last reading that was entered for the equipment.

 

Update Meter

Indicate whether you want to update the equipment's meter reading.  Enter N if you do not want to update the equipment's master record until the equipment is actually returned from rental.  If you are replacing the meter during service, enter N, and then enter Y in the Replace Meter field.

 

Replace Meter

Indicate whether you want to replace the equipment's meter.  Enter Y if the equipment's meter was completely replaced during service.  The system maintains a history of the old meter reading and starts a new meter reading for the replacement meter.  When the system checks the time frame for next maintenance for the equipment, it adds the old and new meter readings to determine if maintenance is due.

 

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Mechanic

Enter 1, 2, 3, or 4 to indicate which mechanic performed this step.

 

If the Key actual hrs in steps setting in control record WOCRT7 is set to Y, you can enter the actual hours the mechanic spent on this step.

 

Step Number

Displays the number assigned to the step in Step Description Maintenance.

 

Step Description

Displays a brief description of the work step.

 

Maintenance

Indicates whether the step is considered regular maintenance.  Once the step is applied to a category/class or a piece of equipment, you can use the Equipment Due for Service Inquiry to determine whether equipment is due for that maintenance step.

 

Time Frame

The first field displays the code for the periodic check interval that determines how often the step is to be performed.  Valid codes are:

 

The second field displays the interval quantity that applies to the check interval.  For example, if the step is performed once a month, the fields display as D and 30.

 

Actual Hours

If control record WOCRT7 is set to allow entry of actual mechanic's hours for a completed step, enter that information here.  If this step has flat hours associated with it, those flat hours can be set to populate the Hours (Billable) field on the Labor Detail screen based on control record RASTP1.

 

You must go to the Labor Detail screen and press Enter to accept the hours that are populated there as a result of the entry in this field.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F2

Scan.  Not used.

F3

Exit.  Exit the page or program.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F5

Refresh.  Refresh the screen and remove entered data.

F6

Step Entry.  Advance to the Equipment Maintenance Steps program.

F7

Toggle.  Not used.

F9

Parts.  Advance to the Open Work Order - Parts screen.

F10

Labor.  Advance to the Open Work Order - Labor Detail screen.

F11

Additional Time Frame.  Hide or display a second time frame code for each maintenance step.

F12

Cancel/Previous.  Exit the program or move back a screen.

F13 (Shift + F1)

Status Code Change.  Not used.

F16 (Shift + F4)

Select All.  Enter Mechanic 1 for all steps.

F18 (Shift + F6)

Labor Description.  Advance to the Open Work Order - Labor Description screen.

F19 (Shift + F7)

Print SMF.  Print a Scheduled Maintenance Form for the entered equipment.

F24 (Shift + F12)

More.  Display more available function keys for the program.

 

Related Programs

Step Description Maintenance

Equipment Maintenance Steps

 

 

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