The Issue Internal Job Order window contains two halves that are essentially independent of each other. The two panes PM Needs and PM Schedule Activities show the equipment that is in need of preventive maintenance and what activities are required to complete the maintenance. The activities shown are those configured in the PM by Class Code or PM by Inventory window.
The second half of the window shows actual repair orders (in the Job Orders pane) and the activities that were performed for each repair order (in the Job Order Activities pane). Initially, when a job order is created, the Job Order Activities pane shows the default activities configured for the job. These can be modified to indicate exactly what was done.
Some implementations also provide an Account Codes pane to properly categorize repair expenditures.
The Account Codes pane shows the accounting codes to properly categorize the costs associated with the selected job order.
The Job Order Activities pane shows the activity or activities that were performed to accomplish the job order selected in the Job Orders pane. The default activities are automatically entered when you select the Issue Work command in the PM Needs pane.
The Job Orders pane shows active job orders. The system can generate these job orders (for PM job orders, when you select the Issue Work command in the PM Needs pane) or you can create a job order directly in this pane by selecting Insert. The activities performed in a job order are shown in the bottom pane.
When you right-click a repair order, the system displays a shortcut menu. This menu contains the common commands along with the following special commands:
The PM Needs pane shows all equipment in need of preventive maintenance (PM). The trigger configured in the PM by Class Code or PM by Inventory window determines when PM is needed for a piece of equipment. The list of equipment that is displayed when you first open this window is what was displayed the last time you opened this window. This may not be current, so upon opening this window you should right-click the PM Needs pane and select Refresh PM Queue. The system will then display the vehicles and equipment currently in need of PM.
Equipment names are a hyperlink. When you click the equipment name, the system displays a new window. This window contains detailed information about the equipment from the Equipment Inventory window. Within this new window, additional links may be available to see detailed fuel history, repair history, warranty information, and transfer history. Similarly, detailed warranty information is available by clicking the non-zero number in the Active Warranty column.
When you right-click the record for a piece of equipment, the system displays a shortcut menu. This menu contains the common commands along with the following special commands:
For PM activities that are triggered when a number of days elapses, the system compares the current date with the date that the PM activity was last performed for the piece of equipment or vehicle. If the number of days equals or exceeds the value configured for the trigger, then the system displays the piece of equipment or vehicle in the PM Needs pane.
For PM activities that are triggered by a meter reading, the system compares the meter reading when the PM activity was last performed and the current meter reading shown on the piece of equipment's or vehicle's inventory record. If the difference in the two readings equals or exceeds the value configured for the trigger, then the system displays the piece of equipment or vehicle in the PM Needs pane.
The PM Schedule Activities pane lists the PM activities scheduled for the piece of equipment selected in the PM Needs pane.