My Work - View, Edit, Add Scheduled Maintenance Tasks

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Service

The My Work screen deals with work that is assigned to a specific employee, i.e. when an employee is logged in, that employee can only see work orders assigned to themselves.

This screen has similar functionality to the Call screen in that the employee can request parts, services and loan units; book time, travel and expenses; view customer and machine details (including warranty information) and link scheduled maintenance tasks.

Ribbon Access: Service > My Work

View Scheduled Maintenance Tasks

The My Work listing screen will be displayed.

Click on the row selector in front of the work order that you wish to view the scheduled maintenance task(s) of.
Click on Edit.

The Maintain WO - Ref [ ] screen will be displayed.
Click on the Maintenance tile.

The Maintenance Methodology for [ ] listing screen will be displayed.
Here you can view a list of all the maintenance task(s) linked to the selected work order.

Edit a Time-based Scheduled Maintenance Task

In the Maintenance Methodology for [ ] screen, click on the row selector in front of the task you wish to edit.
Click on Edit.

The Edit task schedule screen will be displayed.
Select the details that you wish to change in this screen.

In this image, the Last Performed, Next Performed, Times Completed and Factor details have been selected to be changed.

Note: You can edit any field that is not greyed out.

When you have finished making the required adjustments, click on Save.

The edited details will be saved and you will return to the Maintenance Methodology for [ ] screen.
Here you can view the updated changes in the row of the selected task.

Edit a Condition-based Scheduled Maintenance Task

In the Maintenance Methodology for [ ] screen, click on the row selector in front of the task you wish to edit.
Click on Edit.

The Edit task schedule screen will be displayed.
Select the details that you wish to change in this screen.

In this image, the Day of week and Week of Month details have been selected to be changed.

Note: You can edit any field that is not greyed out.

When you have finished making the required adjustments, click on Save.

The edited details will be saved and you will return to the Maintenance Methodology for [ ] screen.
Here you can view the updated changes in the row of the selected task.

Add a Time-based Scheduled Maintenance Task

In the My Work screen, click on the row selector in front of the work order that you wish to add a scheduled maintenance task to.
Click on Edit.

The Maintain WO - Ref - WO[ ] screen will be displayed.
Click on the Maintenance tile.

The Maintenance Methodology for [ ] screen will be displayed.
Click on Add.

The Add new task schedule screen will be displayed.
Click on the search button in the Task Num field.

The Select the task schedule pop up screen will appear.
Click on the row selector in front of the task schedule that you wish to add to the work order.
Click on Ok.

Task Num: This will now auto populate with the selected task schedule number.
Schedule Type: This will now auto populate with the selected task schedule type.
Units: This will now auto populate with the unit type set up on the selected task schedule.
Meter: This will be blank since we are adding a time based scheduled maintenance task.
Perform Interval: This will now auto populate with the performance interval condition set up on the selected task schedule.
Min Reading: This will now auto populate with the minimum reading set up on the selected task schedule if applicable.
Max Reading: This will now auto populate with the maximum reading set up on the selected task schedule if applicable.

Last Performed: Click in this text box and either type in or use the arrow indicators to select the last performed date.
Next Performed: Click in this text box and either type in or use the arrow indicators to select the next performance date.
Times Completed: Click in this text box and either type in or use the arrow indicators to select the times this task schedule has been completed.
Factor: Click in this text box and either type in or use the arrow indicators to select the factor.
Day of the Week: Click on the drop-down arrow in this text box and select the day of the week that you would prefer this task schedule to be performed. If there is no preferred day then select 'None'.
Week of the Month: Click on the drop-down arrow in this text box and select the week of the month that you would prefer this task schedule to be performed. If there is no preferred week then select 'None'.
Include Weekends: Click in this check box if you want this task schedule to be performed on the next performance day even if this day falls on a weekend.
Include Holidays: Click in this check box if you want this task schedule to be performed on the next performance day even if this day falls on a (public) holiday.

When you have finished completing the new task schedule details, click on Save.

The task schedule details will be saved and you will return to the Maintenance Methodology for [ ] listing screen.
You can now view the newly added task schedule details in this screen.

Add a Condition-based Scheduled Maintenance Task

In the My Work screen, click on the row selector in front of the work order that you wish to add a scheduled maintenance task to.
Click on Edit.

The Maintain WO - Ref - WO[ ] screen will be displayed.
Click on the Maintenance tile.

The Maintenance Methodology for [ ] screen will be displayed.
Click on Add.

The Add new task schedule screen will be displayed.
Click on the search button in the Task Num field.

The Select the task schedule pop up screen will appear.
Click on the row selector in front of the task schedule that you wish to add to the work order.
Click on Ok.

Task Num: This will now auto populate with the selected task schedule number.
Schedule Type: This will now auto populate with the selected task schedule type.
Units: This will now auto populate with the unit type set up on the selected task schedule.
Meter: This will now auto populate with the meter type set up on the selected task schedule.
Perform Interval: This will now auto populate with the performance interval condition set up on the selected task schedule.
Min Reading: This will now auto populate with the minimum reading set up on the selected task schedule if applicable.
Max Reading: This will now auto populate with the maximum reading set up on the selected task schedule if applicable.

Last Performed: Click in this text box and type in the last performed meter reading.
Next Performed: Click in this text box and type in the next performance meter reading.
Times Completed: Click in this text box and either type in or use the arrow indicators to select the times this task schedule has been completed.
Factor: This will auto populate with 1.
Day of the Week: Click on the drop-down arrow in this text box and select the day of the week that you would prefer this task schedule to be performed. If there is no preferred day then select 'None'.
Week of the Month: Click on the drop-down arrow in this text box and select the week of the month that you would prefer this task schedule to be performed. If there is no preferred week then select 'None'.
Include Weekends: Click in this check box if you want this task schedule to be performed on the next performance day even if this day falls on a weekend.
Include Holidays: Click in this check box if you want this task schedule to be performed on the next performance day even if this day falls on a (public) holiday.

When you have finished completing the new task schedule details, click on Save.

The task schedule details will be saved and you will return to the Maintenance Methodology for [ ] listing screen.
You can now view the newly added task schedule details in this screen.