Tag Archives: Work Order Rapid Entry

Work Order Tools – 1 of 2 – Work Order Rapid Entry


Maintenance Connection includes some very helpful Work Order Tools that are less commonly used by our customers. This blog series will highlight two of these features, the Work Order Rapid Entry Tool and the Labor Timesheet Tool.

 

Work Order Rapid Entry

This beneficial feature provides a quick method to add a series of work orders and is especially valuable for administrators entering requests submitted via email, phone or paper by users without access to MC. The tool provides a one screen entry mechanism that is custom designed for your organization to include the fields that are important when establishing a work order, along with any logical default values.

 

You can indicate the reason/problem/procedure for the work, requester information, assigned individual, and the asset requiring work. For completed work orders, you can enter actual labor hours, parts used, and the labor report. Based on setup, work orders can even be completed or closed out from the same screen.

A series of preferences are available to determine which fields should be displayed and whether or not default values should be defined. These preferences can be accessed from the standard menu (Tools->Preferences; Work Order folder) or from within the tool (tab displays if user has permission to modify preferences).

The tool can be tailored by including/excluding the following fields:

  • Default Asset (starting point for selecting an asset)
  • Requester Information
  • Reason and Procedure Fields
  • Problem, Failure, and Solution Fields
  • Type and Priority Fields
  • Organizational Attributes (Repair Center, Shop, Department, Supervisor, Customer)
  • Meter Readings
  • Labor Hours (Actuals)
  • Inventory Items (Actuals)
  • Status Updates (Issued, Completed, and Closed)

 

Once configured, the feature can be accessed from the Tools Menu (Tools->Work Order Rapid Entry). In the following example, the tool is setup to capture key fields on work orders (including a custom UDF) and complete them in a single step. In this example, a work order with an assignment to Roberta Jones would be created, an actual labor record of 3.5 hours would be recorded, and the work order would then be marked as completed:

It should be noted that the Work Order Rapid Entry Tool requires the MC Agent.  If the tool is not displayed at your organization, check with MC Support to ensure you have the MC Agent installed and activated.

 

Stay Tuned

Check back next week for a highlight of the Labor Timesheet Entry tool.

 

 
 

Work Order Tools – 2 of 3


The Work Order Rapid Entry Tool provides a quick mechanism to add new work orders and is especially valuable when creating work orders from the field or when entering from a log sheet. The feature provides a single screen entry mechanism that may be configured for your organization to include the fields that are important when establishing a new work order.  In the following example, the technician has one screen to supply the reason, asset, problem code, labor report and hours worked.

 

Using the preferences that are available, you can define the fields that should be displayed, as well as default values that should be populated. Using the following settings, the Priority Field would be displayed for selection, with a default value of “Normal”. The Type field would not be displayed, but all work orders created would have a “CO/Corrective” value populated into the field:

 

In the image below you can see the results of these settings:

 

As you can see above, you can also set the tool up to allow for the entry of items/parts using the following preference:
 

 

The newly created work orders can even be “completed” (or closed) during creation, ensuring that unplanned work that is performed can be easily recorded. Preferences are available to determine whether the “Complete” (or “Close) prompt should be visible and what the default value should be:

 

 

Once the information for the work order has been entered, you click the Save Button on the bottom of the screen.

 

The page refreshes, retaining the information entered for the asset and labor record, allowing you to expediently enter another work order with similar attributes. The process can be repeated until all desired work orders have been entered. When finished, you click the Close Button. The information entered will be sent to the Maintenance Connection Agent Queue for processing. Once the MC Agent has created the new work orders, they will be available in the Work Order Module for viewing:

 

Note: You must have the Maintenance Connection Agent installed in order to use the Work Order Rapid Entry Feature. Contact MC Support if you are not certain as to whether this feature is installed.