This tab contains general information about the work order.

For guidelines on using the fields, see Detail form.

Header

• Work order (required): Work order ID. This is unique within the application. It is generated by the application but can be modified.
• Title : Work order description. It helps specify the details and can be useful when searching for work orders. It is populated with the description from the WR, if the work order is created from WR.
• Image : A photo or a floor plan is displayed, if one exists Document of a "Photo", related to the work order, the work order task, or one of the pieces of equipment.

 

Client/Tenant

When it comes to custom form CUSTOMER_WO_DET (or CUSTOMER_WODIAG_DET), then the framework Client/Tenant is displayed with the following fields:

• Client : Code and name of the Customers related to the work order.
• Quote : Code and description of the Quote related to the work order.
• Tenant : Code and name of the Tenant identified for this work order. This information can be entered or, if applicable, automatically populated based on the location of the work order.
• Billable : Check this box if the work order is billable for invoicing.
• Quote Status : Read-only field. When selecting a quote, the current status of the Quote is automatically retrieved.
• Button Signature : In the event that, upstream, the Client has entered a signature in CARL Touch, then the button Signature is available.
  It allows the handwritten signature of the Client as well as the associated data (signatory’s name, email address, comment, date, and time of Signature).

 

Work order

• Start date (required): Scheduled start date of the work order, set to the current date by default (for a different default value, see FAQ: Construction).
• End date (required): Expected end date of the work order, set to the current date by default.
• Scheduled date : Check this box if the dates must be strictly adhered to. The work order cannot be rescheduled from the macroplanning.
• Status : Current status of the work order (See Work order status). You cannot modify it without going through the status changes, except upon creation, provided you have the necessary permissions.
• Priority : Urgency level of the work order. Initialized with the from the WR. It is a list of values Configurable.
• Nature : Category of work to be performed; select or enter from the categories configured in your system; see Type of work order.
• Cost center : Cost center of the work order (for cost accounting). Initialized with that of the equipment, or one of its predecessors.
• Type : Use this to classify work orders according to your organization’s structure. See the list of values WORKTYPE.

 

Troubleshooting

• Symptom : Observation that led to the creation of the work order. Initialized with the from the WR. If a troubleshooting assistance is defined for the Model or the Asset on which the work order applies, click the magnifying glass will automatically open thetree corresponding. Otherwise, from the list of symptoms, you can select "Search by tree structure" in the settings menu .
• Cause : Probable cause of the symptom. The causes of failure The suggested solutions are filtered based on the symptom and the Model's troubleshooting tree.
• Remedy : Probable method for resolving the problem, based on the symptom and the cause (see Remedy).

 

Miscellaneous

• Asset out of order : Check this box if the Asset The asset on which the work order is being performed is broken.
• End of Asset : Check this box if the Asset must be shut down to perform the work order. It will then transition to the "Under review".
• Receipt of work : Check this box if the manager’s approval of the work is required to close the work order once it is completed (see Work order status).
• To be scheduled : Checked by default if you wish to manage resource scheduling for work orders.
• Downtime : The amount of time during which the equipment had to be shut down.
• Expected workload : Total time in man-hours Estimated for the work order. Calculated by the application based on the human resources (technicians) entered, but can be modified.
• Estimated resource requirements : Total time in hours Estimated for the work order. Calculated by the application based on the physical resources (Tools/Equipment) entered, but can be modified.
• Contractual deadline : Data calculated based on the date the work order was created or from the WRand the turnaround time (Work order Duration (h)) defined in a Contract. This field is read-only and hidden by default in CARL Source. It can be displayed through customization.

 

 

Equipment

The point or the Asset The information provided will allow the application to initialize the cost center cost allocation and the information in the [Security] tab, along with the settings defined at the point or Asset See equipment selection.

• Location point : This is the location where the work order must be performed. Select this if the work order directly concerns Location point. Otherwise, it will be filled in by Location point to which belongs to the Main point or the Asset selected.
• Main point : Select or enter whether the work order directly pertains to a Main point Otherwise, it will be filled in by the Main point to which the Asset selected.
• Asset referent : Identify, if necessary, the Asset the most important one containing the Asset on which the work order is performed.
• Asset : Select or enter whether the work order pertains to a Asset. The application initializes, if applicable, the main point and/or location point as well as the Model to which the Asset. By modifying the Asset The application updates the main point and/or geographic location as well as the Model as needed.
• Indicator for work order equipment
  • : The Asset (or the structure point) is covered by a Contract on work orders valid.
  •  : The Asset is under warranty , and the warranty is a "module"All" or "Tasks".
• Model : Select this if the work order pertains to a ModelIt can also be populated using the Model from the Asset.
• Family : Family to which the Model belongs.

 

Service

• Contract : Select or enter whether the work order is performed by a Supplier as part of a Contract Work order. See Specifics of work orders on Contract.
• Period : Period from Contract valid at the time of the work order.
• Outside the package : If the work order is assigned to a Contract, but is not included in the fixed-price package.
• Service Provider : Supplier involved in carrying out the work order (the one from the Contract(if applicable).

 

Context

• Organization : Organization involved in the work order.
• Manager : Agent Work order manager. For informational purposes only.
• Warranty : Initialized with the warranty from Asset, or one of its parent elements. It can be modified.
• Out of warranty : Specifies that the work order is not covered by the warranty, although the Asset or under warranty.
• Desired outcome : Desired end date, set to the desired end date from the WR.

 

Measurement

• Reading point : Reading point main Asset filled in, if defined.
• Reading report : You can enter a reading for the reading point.
• Present value : Last value recorded at the reading point; cannot be modified.

 

Main address

This block retrieves the primary address defined in the [Addresses].

This information block allows you to

• Enter the address, ZIP code, city, state, and country;
• Or, to select a road. In this case, the fields (address, etc.) are filled in automatically.

 

Additional actions

 

Additional actions

• To view the details of the work order costs, select [Costs] from the Tracking/History menu , see Work order: Costs.

 

Scheduled History

• To view detailed information before approving the work order, select [View the schedule] in the tracking/history menu .

 

Remote assistance history

• To view the list of remote assistance reports related to this work order, select [History of remote assistance] in the tracking/history menu .

 

Receiving purchases

Prerequisites: You have at least one of the following permissions: "Receipt of PR" / "PO Receipt"

• To confirm receipt of the purchases requested for the work order, select [Receiving purchases] in the Actions menu .

Resource Planning

• To schedule resources graphically for the work order, select [Resource Planning] in the Actions menu .

 

Automatic resource assignment

• To automatically perform the assignment of resources to the work order, select [Automatic resource assignment] in the Actions menu .