Service Type in Service Work Order
Content was last updated in 06.00.04-00
Revision History
Version No. | Reference No. | Changes |
|---|---|---|
06.00.04-00 | R2-8912 | Introduction to 'Service Type' field. |
The Service Type drop-down in the Service Work Order window is always displayed as Corrective for the Asset's Service Status type as PendingService, InService, or SuspendedService.
The Service Type in the Service Work Order window is modified to Preventive only if the Asset's Service Status type is NeedsService and the Damaged check box is cleared.
The details are explained in the sample workflow given below:
Scenario 1 - Service Type as Preventive
Prerequisites
Perform the following the steps:
Select the Maintenance module > Items tab.
Create a Serial Item [SITEM#A] and receive the Assets [SITEM#A01], [SITEM#A02], and [SITEM#A03].
Edit the Asset [SITEM#A01] and modify the Service Status drop-down to NeedsService, as shown in Figure 1.0.
Figure 1.0: Asset [SITEM#A01] with modified Service Status drop-down to NeedsService
Click OK.
Exit the Maintenance module.
Sample workflow
Select the Service module, click the WorkOrder icon and create a Service Work Order.
Select the Equipment tab and click the Asset ID / Product ID importable button. The Serial Assets / Non Serial Items window is displayed.
Search and tag the Asset [SITEM#A01], as shown in Figure 1.1.
Figure 1.1: Service Work Order > Equipment tab > Asset ID / Product ID importable button > Asset [SITEM#A01] tagged
The system will not display any Service Type dialog box.
Select the Information tab. The Service Type is automatically selected and displayed as Preventive.
The Service Type is automatically selected as Preventive, as the Asset's [SITEM#A01] Service Status type is NeedsService and the Damaged check box is cleared.
Figure 1.3 Service Work Order > Information tab > Service Type automatically selected to Preventive
Exit the Service Work Order window.
Scenario 2 - Service Type as Corrective
Prerequisites
Perform the following the steps:
Select the Maintenance module > Items tab.
Search and Edit the Asset [SITEM#A02] and modify the Service Status drop-down to NeedsService and select the Damaged check box, as shown in Figure 2.0.
Figure 2.0 Asset [SITEM#A02] with modified Service Status drop-down to NeedsService and Damaged check box selected
The system displays a prompt with the message "Do you want a Service Work Order to be created for the Damaged?" with Yes and No buttons.
Click No.
Click OK.
Exit the Maintenance module.
Sample workflow
Select the Service module, click the WorkOrder icon and create a Service Work Order.
Select the Equipment tab and click the Asset ID / Product ID importable button. The Serial Assets / Non Serial Items window is displayed.
Search and tag the Asset [SITEM#A02].
Figure 2.1 Service Work Order > Equipment tab > Asset ID / Product ID importable button > Asset [SITEM#A02] tagged
The system will not display any Service Type dialog box.
Select the Information tab. The Service Type is automatically selected and displayed as Corrective.
The Service Type is automatically selected as Corrective, as the Asset's [SITEM#A02] Service Status type is NeedsService and the Damaged check box is selected.
Figure 2.2 Service Work Order > Information tab > Service Type automatically selected to Corrective
Exit the Service Work Order window.