Dynamics Maintenance Management Workorders Form
In This Topic
Workorders
Introduction
Workorders are used in the day to day operations of a maintenance organization. The work order types typically contain multiple work order statuses. With the combination of both most common processes can be organized. I.e. For repair a ‘repair’ work order type can be setup with different work order statuses to identify the different steps that are needed. Potential statuses can be; created, assigned, diagnoses, waiting on parts, cancelled, ready, etc.
Work orders can be created without equipment but are mostly linked to specific equipment. When a task needs to be created for a work order, i.e. because a repair needed, the work order needs to be linked to equipment. This is required since the combination of a work order and work order task will generate a subproject for the project of the equipment linked to the work order.
The combination of a work order type and its work order statuses can determine the required response time. Whether you can still handle a work order within its required response type will be made visual via icons in the work order list page and the work order details screen. These response times can be setup per work order type, but when needed they can also be made specific for a severity, equipment types or even specific equipment.
The deadline days/times of the different work order statuses are always calculated based on the SLD reference time of the work order. So, for each status the SLD reference time is the basis for the calculation of the deadline.
Besides the deadline days/times there are also actions dates/times. Where the deadline days/times are typically representing the default settings or the severity, the action days/times are user specific. They are typically used as a personal reminder. The combination of the deadline –and action days/times the icons in front of the work order, in the work order list page and work order details form, will reflect the urgency of the work order.
Work orders can be used purely to streamline the internal processes, but mostly a work order is also the starting point of work order tasks. These tasks will be scheduled in the scheduling overview using the color as defined on the work order types.
For the set up of the workorders, see Workorders
All workorders
Maintenance Management - HSO NN > Workorders > All workorders
A workorder can be opened from the grid. In the workorder a user register all information needed to create a task for a technician. The workorder task exists out of 12 tabs. Some fields will automatically be filled be entering or due to set up.
Tab General
| Worker |
Employee creating the workorder |
| Work order type |
Workordertype for this workorder |
| Work order status |
Status of the workorder, during the process, this status will be updated. |
| Equipment |
Equipment for the workorder |
| Equipment type |
Equipment type of the equipment. |
| Location code |
Location code of the equipment |
| BOM |
BOM for the workorder if applicable |
| Primary user |
The worker who is responsible for the equipment. |
Tab Maintenance Note
Tab Severity
| Severity |
Serverity applicable for this workorder. Depending on set up, this can be a mandatory field |
Tab Information
| Message |
Additional information. |
| Solution |
Solution information for this workorder. This solution can be entered by a engineer on the work task and will be copied to this field. |
| URL |
Hyperlink to the internet. |
Tab Progress
Tab Setup
| Complaint code |
Choose one from dropdown |
| Cause code |
Choose one from dropdown |
| Solution code |
Choose one from dropdown |
| Parts |
|
| Parts availability status |
Status of availability of parts used for this workorder |
| Received by |
Choose one from dropdown |
| Open work order |
Consider the workorder as unfisishhed, so the responsible employee still needs to monitor the staus and progress. |
Tab Service level
| Created date and time |
Date and time when workorder was created. |
| Created by |
User who created the workorder |
| SLA Reference date/ time |
Date & time on which all Service Level Agreement (SLA) calculations are based. |
| Service level |
|
| SLD ID |
Service level definition (SLD) id, unique for each service level. |
| SLA Deadline |
|
| Delay days |
Delay days beyond the Service Level Agreement. |
| Delay |
Dalay time of the day. |
| Action date |
Date & time when the next action can and should be taken. |
| Deadline date |
Date & time on which the current work order status is no longer allowed according to the under laying Service Level Agreement. |
Tab SLA Milestone
| Days difference |
Difference in days to the deadline in days for the milestone as defined in the Service Level Definition. |
| Time difference |
Difference in time to the deadline in days for the milestone as defined in the Service Level Definition. |
Tab Further Identification
| Metering |
|
| Use quantity counter value |
Value of the use quantity counter |
Tab Equipment
The tab equipment only appears when no equipment is added during creating the work order.
| Configuration |
Configuration of item, choose one |
| Name |
Description of the item |
| Serial number |
Serial number of the item, choose one or leave empty. |
| Chassisnumber |
Chassisnumber of the item |
| License plate |
Licence plate of the item. |
Tab Project
| Project ID |
Project ID of the related project |
| Project integration |
Which project integration is applicable for the workorder |
Tab History
In the history tab, an overview of the workorder is being shown.
Ribbons
Ribbon Workorder
| Task |
Create a new task for the workorder |
| Service Level |
|
| Delay action |
Delay the action time, choose one. |
| Delay deadline |
Delay the workorder deadline, choose one |
| Time recording |
|
| Start / Stop |
To start or stop the time recording. |
| Notes |
|
| Progress |
Enter a progress note for the workorder |
Ribbon Intake
Ribbon Manage
| Tasks |
Opens a grid with all tasks related to the workorder |
| Sales order customer |
Opens the sales order form in Microsoft Dynamics 365 for Finance and Operations to create a salesorder for this workorder |
| Salesorder equipment |
Opens the sales order form in Microsoft Dynamics 365 for Finance and Operations to create a salesorder related to the equipment for this workorder |
| Create purchase order |
Opens the purchase order form in Microsoft Dynamics 365 for Finance and Operations, to create a purchase order directly at a vendor. |
| Purchase orders |
Opens the purchase order form in Microsoft Dynamics 365 for Finance and Operations, to create a purchase order directly at a vendor. |
| Severity questions |
Opens the severity matrix |
| Reassign |
|
| Reassign equipment |
Reassign an equipment on the workorder |
| Closing |
|
| Close work order |
To close the selected workorder. Depending on the workorderstatus. |
| Reopen |
To reopen the workorder. If this is possible is depending of the setup. |
| Post |
|
| Post work order tracking |
Post work order timer booking |
Ribbon Control
| Transactions-Work order |
Overview of the financial transactions of the work order |
| Cockpitview |
Opens the cockpitview of the selected workorder |
| Project statements |
Opens the project statements of the project of the selected equipment |
| Forecast |
|
| Hour |
Overview of hours against the forecast. |
| Expense |
Overview of expense against the forecast. |
| Items |
Overview of items against the forecast. |
| Transactions |
|
| Work order timer lines |
Overview of work order timer lines of the workorder |
| Hour |
Overview of hour transactions of the workorder |
| Expense |
Overview of the expenses(s) of the workorder |
| Item |
Overview of all the item transactions of the workorder. |
| Journals |
|
| Task schedules |
Journal of the task schedules of the workorder |
| Maintenance orders |
Journal of the maintenance orders of the workorder |
| Task registrations |
Journal of task registrations of the workorder |
Ribbon General
