Repair Order Work Instruction

The Repair Order is a subcomponent tool or module to the Work Order module used by all ATS personnel to expedite Work Order data entry. The Repair Order sub-module can be used with On and Off Equipment Maintenance, Preventive Maintenance (PM), Calibration, and Modification Work Orders, as well as, with Problem Report and Discrepancy Report Work Orders to expedite data entry of Actions Taken, Labor expenditures and Material or Service consumptions.

Note:  The Repair Order Module provides a convenient way of documenting the Actuals of a Work Order.  When it is selected it comes up as a sub-module to the Work Order Module and not a sub-screen.  It can be pulled to the side as a separate window to allow the user to work in the actual Work Order module or jump over and work in the Repair Order sub-module and then jump back to the Work Order.  Data entries accomplished in the Repair Order screen and saved are available in the Work Order when the Work Order screen is refreshed.

1.    Select the Repair Order Module as shown below.

2.    Next enter the WO Number to document the Actuals against as shown below.  Hitting the Enter key will bring up the applicable Work Order in the Repair Order module.  Data entered via the Repair Order module will be contained in the Work Order when the Work Order is either opened the next time or refreshed.

Note: When documenting Actuals; the Task (a.k.a. WO Actions Taken tab) has to be entered first and then the Materials, Labor, and Service can then be entered against the associated Task Number where they were accomplished.

3.    After retrieving a Work Order; enter the Task (WO Actions Taken).  The starting Task Number will be ‘01’.  After entry select the  icon to save the record as shown below:

Note: Subsequent task can be entered after each entry is save as shown below:

4.    Next enter the Material if any were used.  Select the TaskNum the Material was used under as shown below:

5.    Next select the ItemNum (a.k.a. Mfg. Part No.)  to bring up the Select an Item sub-screen.  Enter a partial Item No. or Description then select the  to bring up a list to select from.  Note: The Labor charge code will auto fill if entered into the Work Order main screen - enter the appropriate Materials Charge Code.  This will need to be changed as shown below to reflect the device the materials were used on.  Enter the quantity and then select the  icon as shown below:

6.    Next enter the Labor associated with each Task.  Highlight the TaskNum and select as shown below.

7.    Next select the Emp/Vendor to bring up the Employee/Requester sub-screen.  Enter a partial Name, select the All radio button, and then select the  to bring up a list to select from.   Note: The charge code will auto fill if entered into the Work Order; enter the appropriate Labor Charge Code.  Enter the Hours and then select the  icon as shown below.  Review the Charge Code which will be automatically entered if the Charge Code has been set in the Work Order Main screen when the Work Order was created.  The Charge Code may need to be reset or set as applicable.

Note: Subsequent Labor can be entered after each save as shown below:

8.    Below is an example of a filled in Repair Order:

Note: The Service section works exactly like the Service section in the Work Order Module where if the  was selected it would bring up a Receive Service sub-screen and allow the user to process the Receive action.  For this process see the Off Equipment Work Instruction - Service.

Note: The Work Order can be completed in the Repair Order Module.  Once a Work Order has been set to a Completed or Closed status you cannot enter any new Actions Taken (Tasks), Material, Labor or Service information.  As shown below; no Save  icons will be displayed at the far right of the Action Taken (Task), Material, Labor or Service; thus preventing any new information being entered.  However you can still edit any of the previously enter Action Taken (Tasks), Material, Labor, or Service data entries by double clicking that particular data entry line as shown below and making updates in the applicable data entry window.

Additionally once a Work Order / Repair Order has been set to a Completed or Closed status, the  icon will not be displayed in the lower right hand corner of the Repair Order screen.

To complete a Work Order in the Repair Order module:

9.    Enter a Completion Remark by either setting the Completion Remark Code or by directly entering a Completion Remark.

Clicking the Lookup  icon to the right of the Comp Remark Code data field will bring up a Completion selection listing with a set of standard or normal generic completion comments as shown below.  Clicking on one of the generic completion comments will enter the Comp Remark Code and the generic Comp Remarks as shown below.  The generic Comp Remark can then be edited or updated as necessary to include more specific information regarding the completion of the Work Order.

10.          If the Issue Types have not been set during the execution of the Work Order; these can be set from the Repair Order module.   Clicking on the Lookup  icon to the right of any Issue Type data element will bring up a selection listing applicable for that Issue Type level (See Issue Type Definitions).  Clicking on an Issue Type within the selection listing will insert that issue type designation in the Work Order / Repair Order.

11.          Next enter the applicable Down Time.  Down Time is only applicable for On-Equipment Work Orders.  Enter a numeric value in hours or tenths of an hour identifying the amount of time that the device was down during any scheduled training.  The Work Order Down Time will be fed automatically to DCARS based on the Device ID and Work Order Open Date.

12.          If the Work Order is a PM WO for Equipment Calibration (See Equipment Calibration Work Order); use the Calendar  to the right of the Completion Date data field to set / reset new the Equipment Calibration.  The Equipment Calibration date should be identified in the equipment calibration certification documentation received back with the newly calibrated equipment.  Setting the Completion Date in the Work Order / Repair Order will reset the Next Due date in the PM Criteria for the equipment item.  If the Work Order is a typical device On-Equipment Work Order or equipment item Off-Equipment Work Order; the Completion Date should be left to its default setting (the current days date) unless the Work Order had been completed earlier.  In this case the Completing Date calendar function can be used to set the Work Order / Repair Order Completion Date to a earlier date than the current day’s date.  Clicking on a date in the calendar function will set the Completion Date in the Work Order / Repair Order and close the calendar function.

13.          To finalize completing the Work Order; set the Status to Comp-Site Designator as shown below.  Setting the Work Order Status to the applicable Site completion status code will send an automatic email notification to Leads and Maintenance Manager that the completed Work Order is ready for their closure review.

14.          Select the  when ready to complete as shown below: