Help on reference documents

This page enables you to retrieve the reference documents based on which the work order was created. You can carry out the search using the type of the document, the number of the document, its description and the status. Based on the search criteria entered, the system retrieves the details of the reference documents.

Click the lens icon positioned next to the “Ref Doc No” field in the main screen.

The “Help On Reference Document” page appears.

Ref Doc Type	Use the drop-down list box to specify the type of the document that you wish to retrieve. The system provides the options: “Work Request”, “Preventive Maintenance”, “Maintenance Planning”, “Calibration Order”, “Inspection Order” and “Work Log”.
Ref Doc No	The number of the document that must be retrieved (Alphanumeric, 30). You can enter the number in full or specify it partially. The system retrieves all the documents, whose numbers are similar to the number entered here.
Type	Use the drop-down list box to retrieve the reference documents based on its type. The system provides the following options based on the selection made in the “Ref. Doc. Type” field: Work Request – All the work request types defined in the “Define Work Types” in the “Work Order” business component. Preventive Maintenance – All the preventive maintenance types defined in the “Define PM Types” activity of the “Preventive Maintenance” business component. Maintenance Planning – All the plan types defined in the “Define Plan Types” in the “Maintenance Planning” business component. Calibration Order – All the calibration types defined in the “Define Calibration Types” in the “Calibration Schedule” business component. Inspection Order – All the inspection types defined in the “Define Inspection types” activity of the “Inspection Order” business component. Work Log – All the observation types defined in the “Define Types and Categories” activity of the “Work Log” business component.
Ref. Doc Desc	The description of the reference document that you wish to retrieve (Alphanumeric, 150). You can enter the description in full or specify it partially. The system retrieves all reference documents with similar descriptions.
Status	Use the drop-down list box to retrieve the documents based on their status. The system fills in this field based on the option selected in the “Ref Doc Type” field.

Click the “Search” pushbutton.

The system retrieves the following fields in the “Search Results” multiline:

Ref. Doc Type	The type of the reference document, which can be “Work Request”, “Preventive Maintenance”, “Maintenance Planning”, “Calibration Order”, “Inspection Order” or “Work Log”.
Ref Doc No.	The reference document retrieved by the system.
Description	The description of the document.
Type	The type to which the reference document belongs.
Status	The status of the document.

Check the box in the “Select” column of the multiline to select the reference document.
Click the “OK” pushbutton.