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Tab |
Action Items available |
Notes/Exceptions |
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Record View |
View Equipment Custom Fields View Equipment Material Usage Event Log Create Standard WO Create Warranty Claim Unsigned WO Differences Book Labor Event Log Perform Linear Search Planned Part Availability Trace Route |
The details of the first activity will only be available on the Activities tab. The checklist icon appears if active checklists exist. This opens the Checklist form. The Book Labor action item is a Digital Work only action item, to quickly Book Labor from the Record View |
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Activity |
Add/Edit Comments View PM Activity Comments Create Warranty Claim Linear Location Details Checklist View Task Plan Instructions Import Activities Create Labor Requisition Reallocate Direct Materials Add Deferred Activities Defer Multiple Equipment Work Order |
The checklist form is accessed by pressing the checklist icon. The checklist form has these action items:
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Comments |
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Documents |
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Closing |
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Calibration |
Copy To As Left |
Calibration |
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Book Labor |
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Parts |
Record Stockouts Select Substitute Part Create Parts Requisition Import Parts List Create Pick Ticket |
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Map |
Show Directions Update Location Show Nearby Users |
This is a Digital Work only tab and is not available in base EAM.
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Additional Costs |
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Schedule Labor |
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Plan Tools |
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Tools Usage |
Import Scheduled Tools |
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Closing Comments |
This is a Digital Work only tab for entering the closing comments only. The work order can be closed on the Record View card. |
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Translations |
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Parts Associated |
Stock Info Substitutes Suppliers Manufacturers Where Used |
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eRecords |
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Account Details |
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Addresses |
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Related Work Order History |
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Inspections |
Inspection Comments Inspection Custom Fields Point Custom Fields Change Inspection Status Linear Location Details |
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Equipment |
Add WO Header Equipment Import Route Equipment Linear Location Details |
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Nonconformity Observations |
Import Nonconformities Add/Edit Comments Add/Edit Documents Update Status |
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Meter Readings |
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Workspace Moves |
Import Workspace Moves |
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Transactions |
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Service Requests |
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Schedule Tools |
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Resources |
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Plan Labor |
Create Labor Requisition |
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Book Vendor Hours |
Create Correction |
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Accomplishments |
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Survey Equipment |
Add Equipment Mark as Passed Mark as Failed Mark as Not Evaluated Clear Survey WO Clear Error(s) |
The Add Equipment is not a multi-select lookup here, but a normal lookup. |
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Documents List |
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Related Work Orders |
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Related Meter Readings |
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Compatible Units |
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SR-Service Request Details |
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Children |
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Part Failures |
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Repair Parts |
Assign Repair Details |
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Repairs |
Add/Edit Comments |
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Qualifications |
Import Unlinked Qualifications |
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Purchasing |
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Nonconformities |
Import Nonconformities Add/Edit Comments Add/Edit Documents Update Status |
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Jobs |
Create Labor Requisition Create Warranty Claim Add/Edit Comments Create Labor Requisition View Job Plan Instructions |
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Equipment Replacement |
Replace |
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Monitored Data Results |
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Dispatch Labor |
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Safety |
Add/Edit Comments Add/Edit Documents |
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Permits |
Deactivate Permit Create PTW Add/Edit Comments Add/Edit Documents |
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Book Labor By Activity Chart |
The X coordinate maps to the Longitude and the Y coordinate maps to the Latitude.