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.
This is where a PM entry can be expanded to include documentation, checklists as well as planned labor and materials. Adding details to PM provides value in a number of different ways including forecasting, material planning, and deficiency reporting. Note: This screen is equipment specific for PM and PMI types…
The View Related button on the Equipment Entry screen allows quick access to records related to a displayed equipment record. Use it as a shortcut to perform tasks like updating BOM or looking up info such as Open Work orders or active PM Entries for the displayed equipment entry.
Adding details to parts in Directline is an important step to ensuring your inventory is comprehensive. With the use of the quantity, reorder, and location fields – parts can always be on hand and accessible for all staff when required. Navigation Inventory Detail Entry Process Flow Training Video