The Issue WO from Contract Plan window contains four panes: Contracts, Contract Plan, Work Orders, and Work Target.

Contracts Pane

The Contracts pane lists all active contracts. The information shown here is taken from the Contract window.

Contract Plan Items Pane

The Contract Plan Items pane displays the contract plan for the contract selected in the Contracts pane. The information in this pane is taken from the Contract Plan window. Each row of the pane shows an activity to be performed in the plan. When you right-click a record in this pane, the system displays a shortcut menu. This menu contains the following commands along with the common commands:

  • Add to Selected WO: This command adds the selected line item to the work order selected in the Work Orders pane.
  • Issue Work: You use this command to create a work order for the selected activity. To create a work order, four pieces of information are needed: contract, asset type, activity, and inventory item. When a contract plan is created, the first three of these attributes must be defined. Additionally, the contract plan can also show the inventory item. If all four attributes are specified in the contract plan, then the system displays a new work order in the lower left pane after you select the Issue Work command.

However, if the inventory item is not specified, the system will first display a dialog box so you can select the inventory item. In the displayed dialog box, click the desired inventory item and select OK. The system will then close the dialog box and display a new work order in the lower left pane.

Work Orders Pane

The Work Orders pane shows pending work orders for your administrative unit. Once a work order is activated, it will no longer be displayed in this window.

The information shown for a work order identifies what, when, and where an activity is to be performed and for which asset. It also shows the funding source for the work order and the Plan Amount column, which shows the dollar amount allocated to this work order, is required. The locations where the work order will be performed or the inventory items for which the activity of the work order will be performed (or both) are shown in the Work Target pane.

Actions and Right-click Context Menu Commands

When you select a pending work order and then choose Actions or you right-click on a pending work order, a menu is displayed. This menu contains the common commands along with the following special commands:

  • Activate WO: This command issues the selected work order. After saving and refreshing, the work order will be removed from this window. It will then be available in the Day Cards and Daily Log windows.

    Note: Typically, this command is always available. However, when the REQUIRED column is set to 1 for WW_COLUMNS in PLAN_AMOUNT, then a value must be in the Planned Amount column for the command to be available.
  • Edit Dates: Immediately after activating a work order, this command is available and it allows you to change when the work order will be performed and what calendar is used to determine working and non-working days. (This command is not available for pending work orders.)

Work Target Pane

Note: If the work order's asset type is set to "location applicable" in the Setup Asset Types window, an error will result if a location is not supplied in this pane. (If the asset type is not "location applicable," then you can leave this pane empty.)

The Work Target pane displays where the activity of the selected work order will be performed. When multiple locations are displayed, the Pct Work column shows a decimal number corresponding to the percentage of the amount of effort to be expended at that location. (For example, 0.25 in this column indicates that 25% of the work effort will be expended at this location.)

Actions and Right-click Context Menu Commands

When you choose Actions or you right-click in this tab, a menu is displayed. This menu contains the common commands along with the following special commands:

  • Edit Location by GPS: This command displays a dialog box so you can manually enter a location that you obtain from a GPS device. The dialog box contains four fields: two for longitude (from and to) and two for latitude (from and to). After you supply this information and close the dialog box, the system finds the route, mile point from , and mile point to values that correspond to the entered coordinates and displays them in the selected record.
  • Find Inv Item: This command provides a computer-assisted way to change the inventory item of the currently selected record. It displays a dialog box, which lists all inventory items of the work order's asset type. To change the inventory item (in the underlying pane from which the Find Inv Item command was activated), select an inventory item and click OK. To exit this dialog box without changing the work order information, click Cancel.
  • Insert All Inv Items from This Location: This command finds all inventory items within the route and mile point boundaries of the selected record and inserts each of them as separate records in this pane. The system inserts the name of an inventory item in the Inventory Item Name column as a hyperlink. You can click this link to display a new window with more detailed information about the inventory item.
  • Insert Inv Item(s) from Map: This command displays the GIS (Geographic Info System) Explorer window, from which you can select the inventory item(s) for which the selected work order will be performed. The active layer in the GIS Explorer window is the layer associated with the asset type that was selected when the work order was created: which means you will only be able to use the layer associated with the work order's asset type to select asset-specific inventory items.
    Beside the GIS Explorer window is a pane that lists the inventory items selected in the GIS Explorer window. This pane provides a shortcut menu that is displayed by right-clicking the pane. This shortcut menu contains the common commands along with the following special commands:
    • Add to Selected WO: After selecting one or more inventory item records, this command adds the selected inventory items as records in the Location tab of the Completion window. The window remains open so you can select additional inventory items to add to the selected work order.
    • Highlight Feature: This command causes the selected inventory item to be highlighted in the map.
    • Insert New Inventory Element: This command allows you to enter a new inventory element directly into the pane. When you select this command, the system displays the inventory elements attribute window. Complete this window and select OK to place the new inventory element in the Location tab.

      Note: This command replaces the record you right-clicked to initiate the command. If this is not what you want to happen, first insert a blank record in the pane and then right-click this new record to select the command to insert a new inventory element.

    When you are finished selecting inventory items, close the window displayed with this command by clicking the Close icon in the upper right corner. 

  • Insert Location(s) from Map: This command behaves in the same way as the Insert inv Item(s) from Map command described above, with the exception that the Routes layer is the active layer. This allows you to select one or more locations where the selected work order will be performed. 

  • Insert New Inventory Element: This command allows you to enter a new inventory element directly into the pane. When you select this command, the system displays the inventory elements attribute window. Complete this window and select OK to place the new inventory element in the Location tab.

    Note: This command replaces the record you right-clicked to initiate the command. If this is not what you want to happen, first insert a blank record in the pane and then right-click this new record to select the command to insert a new inventory element. 

Insert Locations Directly

When a work order is created, the wizard that creates the work order also requests a location. The location is therefore inserted at the same time as the new, pending work order. However, if desired, additional locations can be inserted in this pane by right-clicking and selecting Insert. The system then inserts a new record in this pane and you can complete the record as required.

Note: For the record to be saved, the text string entered in the Inventory Element Name column must match exactly (in both spelling and case) a location in the database. For example, if the location is IBIS LAKE, entering ibis lake or IBISS LAKE will generate an error when you attempt to save. For this reason, it is often easier to acquire the location from the map using the Insert Location(s) from Map command.

Insert Locations from a Map

To insert one or more locations from a map, follow these steps:

  1. Right-click in the Work target pane and select Insert Location(s) from Map. The system displays the GIS Explorer window.
  2. In the GIS Explorer window, manipulate the map image to display the desired location.
  3. Click the icon and then drag the mouse so as to draw a box around the area on the map in which the desired location is found. After releasing the mouse key, the system displays all locations found in the area you defined in the Selected Features pane.
  4. In the Selected Features pane, right-click and select Add to Selected WO. The system sends all locations shown in the Selected Features pane to the Work Target pane. The GIS Explorer window remains open so you can selected additional locations.
  5. If you wish to select additional locations, repeat these steps. Otherwise, close the GIS Explorer window.

Insert Inv. Items from a Map

To insert one or more inventory items from a map, use the following steps:

  1. Right-click in the Work target pane and select Insert Inv Item(s) from Map. The system displays the GIS Explorer window with the active theme being the theme that contains the inventory items associated with the activity of the work order.
  2. In the GIS Explorer window, manipulate the map image to display the desired location of the inventory items.
  3. Click the icon and then drag the mouse so as to draw a box around the area on the map in which the desired inventory items are found. After releasing the mouse key, the system displays all inventory items found in the area you defined in the Selected Features pane.
  4. In the Selected Features pane, right-click and select Add to Selected WO. The system sends all inventory items shown in the Selected Features pane to the Work Target pane. The GIS Explorer window remains open so you can selected additional inventory items.
  5. If you wish to select additional inventory items, repeat these steps. Otherwise, close the GIS Explorer window.
  • No labels