Defining regular work order activities

After creating work order headers, define the specific work order activities to perform.

Define the trades necessary to perform the work, the specific steps involved, the materials required, and the work duration. Create a labor requisition as necessary. After task completion, indicate that an activity is completed.

If you previously specified a standard work order, the system automatically displays the activities of the standard work order. Modify the information as necessary.

To define regular work order activities:

  1. Open the Work Orders form.
  2. Select the work order for which to define activities, and then click the Activities tab.
  3. Click Add Activity.
    The system automatically populates Activity with the next available activity number, populates Start Date and End Date with the scheduled start date of the work order, and populates People Required with a default value of "1."
  4. Activity—Modify the activity number as necessary.
  5. Trade—Enter the trade required to perform the activity.
  6. Estimated Hours—Enter the estimated number of hours required to complete the activity.
    The system automatically populates Hours Remaining with the estimated number of hours remaining for the activity. You may update this field at any time during the life cycle of the work order.

    Complete steps 7-13 only if you use the American Trucking Association’s Vehicle Maintenance Reporting System (VMRS).

  7. Reason For Repair—Enter the reason the vehicle needs repair (Code Key 14).
  8. Work Accomplished—Enter the work performed on the vehicle (Code Key 15).
  9. Technician Part Failure—Enter the reason the technician or supplier thinks the vehicle failed (Code Key 18).
  10. Manufacturer—Enter the Manufacturer/Supplier Code (Code Key 34) to associate with the vehicle.
  11. System Level—Enter the VMRS code identifying the system, e.g., brakes, frame, suspension, needing repair (Code Key 31).
  12. Assembly Level—Enter the VMRS code identifying the subsystem needing repair (Code Key 32). The values available are based on the system-level code.
  13. Component Level—Enter the VMRS code identifying the specific component or part needing repair (Code Key 33). The values available are based on a combination of the system-level code and the assembly-level code.
  14. Warranty—Select if the equipment is under manufacturer warranty.
    The system automatically selects Warranty if there is a warranty associated with the work order header or if there is an active warranty for the code key combination for the work order equipment.
  15. Completed—Select if the activity is completed.
  16. Start Date and End Date—Modify the starting date and ending date for the activity as necessary.
  17. Task—Enter the task code for the activity. The system updates the value for People Required to correspond with the Task as necessary.
  18. Material List—Enter the code identifying the material list that contains the parts needed for the activity.
  19. Percent Complete—Enter the percentage of work that has been completed for the activity.
  20. People Required—Modify the number of people required to perform the activity as necessary.
  21. Task Qty.—Enter the required number of units of the task to associate with the activity, and then select the unit of measure for the Task Qty. in the adjacent field. For example, a work order activity to pave 100 miles of highway today will indicate a Task Qty. of "100" and a unit of measure of "Miles", whereas the same task on another day will indicate only 80 miles due to the steep inclines of the stretch of highway being paved on that day.
  22. Hired Labor—Select to indicate that the activity will be completed by an external source.
    Note: If the work order is a multiple equipment work order and you select Hired Labor, the system enables Equipment and it is required.
  23. Labor Type—Select the type of labor needed if you selected Hired Labor.
    Note: Activity lines only appear on the Create Labor Requisition popup if you have established one or more activities to be hired from an external source by selecting Hired Labor and by selecting a valid Labor Type on the Activities page.
  24. Supplier—Enter the supplier for the activity.
  25. Equipment—Choose one of the following options if the work order is a multiple equipment work order:
    • Enter a specific equipment to which to distribute the hired labor.
    • Enter All Equipment to evenly distribute the hired labor to each equipment record on the work order.
    • Enter WO Header Equipment to distribute the hired labor to the equipment on the work order header equipment.
  26. Activity Comments—Enter comments or instructions for the activity.
  27. Click Submit.
    Note: If the work order is a multiple equipment work order, the system creates the activity for each Related Work Order.

    To view comments entered for an activity, select the activity for which to view comments, and then click View PM Activity Comments.

    To delete an activity, select the activity to delete, and then click Delete Activity. The system deletes the record and updates the Activities list. You may delete regular work order activities as long as no other records referring to the activity have been created. The system also deletes the corresponding activity on any related work order(s).

    To create a warranty claim for the work order activity, select the activity for which to create the warranty claim, and then click Create Warranty Claim.