The Work Planning screen is used to edit work orders during the planning phase of the work order process, but can also be used to create new work orders. This article looks at the screen from a planners point of view. Navigation Screen Preview Work Planning Process The work order…
The Selection Criteria window is how you choose what data will be displayed on the console so it is essential to know how to use this window to get the desired results. The selection criteria is user specific so each user can set their console up to show what they need, and they can change it anytime.
The Work Order Console is a tool that can perform many tasks and be configured for users of many different roles.
The Work Order Completion screen is the final step in the work order process. This screen is used to finalize any closing comments, record work hours and parts used, as well as input any other pertinent information necessary for a complete work order. Navigation Screen Preview Work Order Completion Process…
The PM Scheduler is the tool used to create WO from PM Entries.
Below is a brief description of the available PM types.
Creating inventory in your system all starts with the Inventory Header Entry screen. All basic inventory information is entered here before a part can have more detailed information included in the Inventory Detail Entry or can be added to a Purchase Requisition for re-ordering. Navigation Inventory Header Entry Process Flow…
The PM Procedure Entry screen is where information about PM routines is stored. This screen will have all the necessary information to create a PM Work order.
Checklist task types can be created by the user to customize the Checklist to their specific needs. Steps to Create a New Type Checklist Task Type Characteristics Common Uses for Creating New Task Types
Checklists can be attached to PM Entries as well as work orders and provide functionality beyond just simply attaching a spreadsheet or document. Data entered in checklists is reportable in Analytics as well as the reporting module.