Close Work Order

Prerequisites

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0 Web Page

Using Online Help

In this page, you can close more than one work order at the same time. Tell me more.

The “Close Work Order” page appears.

To search for a work order

WO No.

The work order for which the details are to be modified (Alphanumeric, 18). You can enter the work order in full or specify it partially. The system displays all the work orders that are similar to the work order entered here. Leave the field blank to retrieve all work orders.

Desc.

The textual description of the work order to be modified (Alphanumeric, 150). You can enter the description in full or specify it partially. The system displays all the work orders whose descriptions are similar to the description entered here. Leave the field blank to retrieve all work orders.

WO Status

Use the drop-down list box to specify the status of the work order to be closed. The system provides the options: “Completed”, “In progress”, “Scheduled”, “Deferred”, Interrupted” and “Approved”. Leave the field blank to retrieve all the work orders belonging to the above statuses for closing.

WO On

Use the drop-down list box to specify whether you wish to retrieve work orders that are created on equipment or on location. The system provides the options: “Equipment” and “Location”. Leave the field blank to retrieve work orders that are created either on equipment or on location.

Code

The equipment or location for which you wish to retrieve the work orders that are created (Alphanumeric, 30). You can enter the code in full or specify it partially. The system retrieves all work orders, created on equipment or location with codes similar to the code entered here.

Work Group

The work group which is responsible for carrying out the work order (Alphanumeric, 30). Enter the work group in full or specify it partially. The system retrieves all work orders that must be performed by similar work groups.

Type

Use the drop-down list box to select the type of the work order to be retrieved. The system lists all the types that are defined in the “Define Work Order Types” activity and are in the “Active” status. Leave the field blank to retrieve all work orders irrespective of their type.

Category

Use the drop-down list box to specify the category of the work order to be retrieved. The system lists all the categories that have been defined in the “Define Work order Categories” activity and are in the “Active” status. Leave the field blank to retrieve all work orders irrespective of the category to which it belongs.

Priority

Use the drop-down list box to retrieve work orders based on their priority. The system fills in all the priorities that have been defined in the “Define Priority“ activity of the “Maintenance Organization” business component. Leave the field blank to retrieve all the work orders, irrespective of the priority attached to them.

Location

The location of the equipment for which you wish to retrieve all the work orders that have been created (Alphanumeric, 30). You can enter the location in full or specify it partially. The system retrieves all the equipment whose locations are similar to the location entered here. Leave the field blank to retrieve work orders created in all locations.

Planning Group

The planning group of the work order (Alphanumeric, 30). You can enter the planning group in full or specify it partially. The system retrieves all work orders with the planning group specified here.

Ref. Doc. Type

Use the drop-down list box to select the type of document based on which the work order was created. The system provides the options: “Work Request”, “PM”, “Maint.Plan”, “Calib. Order”, “Inspec. Order” and “Work Log”. Leave the field blank to retrieve work orders created with reference to all the above document types. The system leaves the field blank, by default.

Ref. Doc. No.

The number of the document based on which the work order was created (Alphanumeric, 18).

From Date

The date starting from which you wish to retrieve the work orders (Date Format).

To Date

The date until which you wish to retrieve the work orders (Date Format). Leave the field blank to retrieve all work orders that are created till the current date.

The system fills in the “Search Results” multiline, details of work orders based on the filter criteria entered:

WO

The work order retrieved by the system.

Date

The date on which the work order was created.

Time

The time at which the work order was created.

Desc.

The description of the work order.

Remarks

Any additional information relevant to the closing of the work order (Alphanumeric, 255).

The system fills in the following fields in the multiline:

WO Status

The status of the work order, which can be “Completed”, “In progress”, “Scheduled”, “Deferred”, Interrupted” or “Approved.

Work Flow Status

The workflow status of the work order.

Note: The field “Workflow Status” is visible only when “Workflow Parameter” is set as “Yes” in the “Company Parameter Setup” component for work order.

WO Status

The status of the work order, which can be “Completed”, “In progress”, “Scheduled”, “Deferred”, Interrupted” or “Approved.

WO On

The maintainable object, for which the work order was created, which can be “Equipment” or “Location”.

Code

The equipment or location for which the work order was created.

Type

The type of the work order.

Category

The category to which the work order belongs.

Priority

The level of importance or priority attached to the work order.

Refer to the topic, “Reporting work order actuals” for more details.

The system checks for the following:

If the above conditions are satisfied, the system closes the work orders. On closure, the system does the following:

The status of the work order is updated to “Returned”.

Note: The pushbutton “Return Work Order” is visible only when “Workflow Parameter” is set as “Yes” in the “Company Parameter Setup” component for work order.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Closing work orders – An overview

Close WO - A summary of the activity

In this page, you can close more than one work order at the same time. You can retrieve work orders for closure by carrying out a search based on the following fields:

The system retrieves the work orders that can be closed by you based on the filter criteria entered. You can then close the work orders and enter any remarks pertaining to the closure.

On closure the system performs the following:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Prerequisites