The Work Orders window allows you to assign labor, equipment, and material to work orders. It also allows you to create Day Cards for the assigned resources. In addition, a fourth assignment (called Costs and Accomplishments) is available to record costs that are not attributable to labor, equipment, or materials.
How to Setup Shortlist
The examples below show how the Labor, Equipment, and Material shortlists are setup.
Labor Shortlist
The Labor Shortlist window shows all employees that are available to your administrative unit (as configured in the Resource Sharing window of the System module), with those employees that are part of your labor shortlist denoted by a check mark in the Select column.
1.Open the following window: Maintenance Manager > Operations > Shortlists > Labor
2 .In the Labor Short List pane, select the preferred employees into the Short List by clicking the check-box (in the select column) adjacent to each employee name.
3. Additionally, you can also use the Filter option to find and select preferred employees into your short List.
4. Once your selection is made, click the Save button to save the data.
5. The selected Labor resources will now be visible in the Labor pane of the work order.
Equipment Shortlist
The Equipment Shortlist window shows all equipment that is available to your administrative unit (as configured in the Resource Sharing window of the System module), with the equipment that is part of your equipment shortlist denoted by a check mark in the Select column.
1. Open the following window: Maintenance Manager > Operations > Shortlists > Equipment
2.In the Equipment Short List pane, select the preferred equipment’s into the Short List by clicking the check-box (in the select column) adjacent to each equipment record.
3. Additionally, you can also use the Filter option to find and select preferred equipment into your short List.
4. Once your selection is made, click the Save button to save the data.
5. The selected equipment will now be visible in the Equipment pane of the work order.
Material Shortlist
The Material Shortlist window shows all materials (both in your central warehouse and in any stockpiles) that are available to your administrative unit (as configured in the Resource Sharing window of the System module). The materials that are part of your material shortlist are denoted by a check mark in the Select column.
1.Open the following window: Maintenance Manager > Operations > Shortlists > Material
2. In the Material Short List pane, select the preferred materials into the Short List by clicking the check-box (in the select column) adjacent to each material master code record.
3. Additionally, you can also use the Filter option to find and select materials into your short List.
4. Once your selection is made, click the Save button to save the data.
5. The selected materials will now be visible in the Material pane of the work order.
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Create a Work Order
The objective of this lesson is for the participant to understand the life cycle process of a Work Order, At the end of this lesson, the user should be able to create a Work Order, add resources, make & approve Day Card and close-out the Day card. |
|---|
In this example, we create a new work order by performing the steps below:
Open the Work Order window: Maintenance Manager > Operations > Work Orders > Create New / In Progress
1.In the Work Orders pane, click on the Insert button. A (Add Work Order) pop-up window appears.
2. Click the Project dropdown and select a project of interest.
3. After you have made the selection, click the Asset Type dropdown and select the right asset type.
4. Next, click the Next Activity dropdown and select the appropriate activity of interest.
Note:
You can select Inv. Elem, if you know the specific Inv. Elem ID. If it is unknown, or you need to assign multiple Inv. Elems, then perform this task later, from the Location/Asset tab.
5. Once you have made your selections, click the OK button to close the popup window. A new record is inserted in the pane.
6. A new record is inserted in the pane.
Note:
Work Crew can be added to a work order if you had previously setup a work crew under the setup window.
Also, Job can be assigned to a work order if you had previously setup Job under the setup window. Jos is used for grouping work orders with similar tasks.
7. Enter the right data (numeric value) into the Plan Amount column.
8. Click the Responsible Crew dropdown and select the appropriate crew (if applicable). Next, right-click on the selected crew and choose Assign Crew Resources. This will automatically add the Labor & Equipment that were setup for the crew in their respective panes.
How to Assign Labor to Work Order
9. Click the Labor tab in the lower pane to access the Employee Shortlist.
10. In the Select column, click the Check-box(es) adjacent to the employee name(s) that will be assigned to the work order. The system loads the selected employee(s) in the Assigned Employees pane.
How to Make Labor Day Cards for a Work Order
11. In the Assigned Employee pane, right-click on any employee record and select Make Day cards.
12. The system displays a Make Day cards from pop-up window.
13. Review the Start Date and End Date and then click OK when done.
How to Assign Equipment to Work Order
14. Click on the Equipment tab (bottom left pane) to access the equipment shortlist
15. In the Select column, click the Check-box(es) adjacent to the equipment that is to be used against the work order. The system loads the selected equipment in the Assigned Equipment pane.
How to Make Equipment Day Cards for a Work Order
16. In the Assigned Equipment pane, right-click on any equipment record and select Make Day cards.
17. The system displays a Make Day cards from pop-up window.
18. Review the Start Date and End Date and then click OK when done.
19. Click the Operator dropdown for each of the Equipment Day Card and select an operator (if applicable).
How to Assign Material to Work Order
19. Click on the Material tab (bottom pane) to access the material shortlist
20. In the Select column, click the Check-box(es) adjacent to the material(s) that is to be used against the work order. The system loads the selected material in the Assigned Material pane.
21.In the Amount Column, insert the material quantity to be use against the work order.
How to Make Material Day Cards for a Work Order
22. In the Assigned Material pane, right-click on any material record and select Make Day cards.
23. The system displays a Make Day cards from pop-up window.
24. Review the Start Date and End Date and then click OK when done.
How to Assign Accomplishments to Work Order
25. Click on the Accomplishments tab (in the bottom pane) to access the accomplishment pane.
26. Right-click in the Cost pane and select Insert.
27. Click the Work Date Calendar icon and select the date that is on the work order.
28. Click the Cost Type drop-down and select the right type.
29. Click the Cost Specific drop-down and choose a value (if applicable).
30. In the Total Cost field, input the dollar amount.
31. Enter the Amount in the Amount field (if applicable)
31. Add your comments in the Comments field (if applicable)
32. Click the Save button to save the data.
28. If applicable, right-click in the Accomplishments pane and select Insert.
33. Click the Work Date Calendar icon and select the date that is on the work order.
34. Enter the Accomplishment amount in the Amount field.
35. Click the Measurement Unit dropdown and select the appropriate unit.
36. Add you comments in the Comments column (if applicable).
37. Next, If applicable, right-click in the Contracts pane and select Insert.
38. Click the Contractor drop-down and select the appropriate contractor.
39. Enter the number of the contract in the Contract Number field.
40. Click the Work Date Calendar icon and select the date that is on the work order.
41. Enter the cost in the Total Cost field.
42. Add you comments in the Comments column (if applicable).
43. Click the Save button to save the data.
44. Click on the Location tab (in the bottom pane) to access the location pane.
45. For this example, we select "Find Inv. Item" option from the list of available options. A Find Inventory elements popup window appears.
46.Highlight the Asset record of interest and then click OK button. The popup window closes and the selected record is added to the Work Target pane.
47. Click the Save button to save the data.
How to Link Work Order to a Job
48. With the Work Order highlighted (in the Work Orders pane), click the Job Id dropdown and select the appropriate Job to be linked.
49. Click the Save the button to save the record.
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
How to Approve Day Cards
There are 2 options for approving Day Cards:
Option 1: Use the "Approve All" option to approve all Day Cards (Labor, Equipment, Material, Accomplishment) at once.
1. Right-click on the work order record of interest and select the menu option of "Approve All".
2. The system automatically approves all of the Day Cards (i.e. Labor, Equipment, Material, Accomplishments, Location/Asset).
3. Click the Save button to save the record.
Option 2: Manually approve each of the Day Cards (i.e. Labor, Equipment, Material, Accomplishment).
1. With the Labor tab defaulted, click the "Approved" checkbox(es) adjacent to each of the Day Card to be approved.
2. Click on each of the other tabs (Equipment, Material, Accomplishments, Location/Asset) and repeat the step above.
3. Click the Save button to save the record.
