The Issue Internal Repair 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 Repair Orders pane) and the activities that were performed for each repair order (in the Repair Order Activities pane). Initially, when a repair order is created, the Repair 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.
Account Codes Pane
The Account Codes pane shows the accounting codes to properly categorize the costs associated with the selected repair order.
Repair Order Activities Pane
The Repair Order Activities pane shows the activity or activities that were performed to accomplish the repair order selected in the repair orders pane. The default activities are automatically entered when you select the Issue Work command in the PM Needs pane.
Repair Orders Pane
The repair orders pane shows active repair orders. The system can generate these repair orders (for PM repair orders, when you select the Issue Work command in the PM Needs pane) or you can create a repair order directly in this pane by selecting Insert. The activities performed in a repair 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:
- Assign to Accident: When a piece of equipment or vehicle is damaged due to an accident, this command allows you to associate the repair order with the accident record. When you select this command, the system displays a list of accidents on file. You can then select the desired accident record and click OK to associate the repair order with the selected accident. The system shows the identification number for the accident in the Accident ID field.
- Copy Assignment: This command copies all activities listed in the Repair Order Activities pane for the selected repair order to the clipboard. The copied information can then be pasted into another repair order by using the Paste Assignment command.
- Paste Assignment: Once activity information is copied to the clipboard, this command becomes available. When available, it copies the activity information from the clipboard to the Repair Orders Activities pane for the selected repair order. The information on the clipboard remains on the clipboard after selecting this command. This allows you to paste activity information into additional repair orders.
- Unassign to Accident: You use this command to end the association between the selected repair order and an accident record. The system will also clear the Accident ID field.
PM Needs Pane
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:
- Issue Work: This command creates a repair order in the Repair Orders pane and adds record(s) in the Repair Order Activities pane for the activity or activities to be performed. (These are the default activities as configured in the PM by Class Code or PM by Inventory window.) If you right-click a record for a piece of equipment for which a repair order already exists, the system will not generate another repair order. Instead, another record is added to the Repair Order Activities pane, and you can then specify the additional activity that is needed for this repair order.
- Refresh PM Queue: This command updates the list of equipment in need of PM. The system job to update the inventory records with the most current readings from the End-of-Month Odometer window should be run before using this command.
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.
PM Schedule Activities Pane
The PM Schedule Activities pane lists the PM activities scheduled for the piece of equipment selected in the PM Needs pane.
