18 Set Up Default Managers and Supervisors
This chapter contains the topic:
18.1 Setting Up Default Managers and Supervisors
From Work Order/Service Billing Processing (G48), enter 29
From Work Order/Service Billing Setup (G4841), choose Default Managers and Supervisors
You can specify that the system automatically enters the address book information for managers and supervisors when you create work orders. This default information is effective on both Work Order Entry and Scheduling Workbench and is based on any combination of the first three work order category codes.
You can set up as many versions of default managers and supervisors as you need. For example, assume you have defined work order category code 02 as the failure code. You can assign a specific manager and supervisor to every work order with a failure code of F1 - Improper Start-up or Operation. You can assign another manager and supervisor to every work order with a failure code of F2 - Improper Installation or Repair.
To set up default managers and supervisors
On Default Managers and Supervisors
Figure 18-1 Default Managers and Supervisors screen
Description of "Figure 18-1 Default Managers and Supervisors screen"
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Complete any combination of the following fields:
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Phase
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Category 02
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Category 03
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To indicate which supervisor and manager are responsible for the phase and category code values, complete the following fields:
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Supervisor
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Manager
You must complete at least one category code field and one field for a manager or supervisor for each version of default managers and supervisors that you set up.
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| Field | Explanation |
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| Phase | A user defined code (00/W1) that indicates the current stage or phase of development for a work order. You can assign a work order to only one phase code at a time.
Note: Certain forms contain a processing option that allows you to enter a default value for this field. If you enter a default value on a form for which you have set this processing option, the system displays the value in the appropriate fields on any work orders that you create. The system also displays the value on the Project Setup form. You can either accept or override the default value. |
| Category 02 | User defined code system 00, type W2, which indicates the type or category of a work order.
Note: A processing option for some forms lets you enter a default value for this field. The value then displays automatically in the appropriate fields on any work orders you create on those forms and on the Project Setup form. (You can either accept or override the default value.) |
| Category 03 | User defined code system 00, type W3, which indicates the type or category of a work order.
Note: A processing option for some forms lets you enter a default value for this field. The value then displays automatically in the appropriate fields on any work orders you create on those forms and on the Project Setup form. (You can either accept or override the default value.) |
| Supervisor | The address book number of the supervisor.
Note: A processing option for some forms allows you to enter a default value for this field based on values for Category Codes 1 (Phase), 2, and 3. Set up the default values on the Default Managers & Supervisor form. After you set up the default values and the processing option, the information displays automatically on any work orders you create if the category code criterion is met. You can either accept or override the default value. |
| Manager | The address book number of a manager or planner.
Note: A processing option for some forms lets you enter a default value for this field based on values for Category Codes 1 (Phase), 2, and 3. Set up the default values on the Default Managers and Supervisors form. After you set up the default values and the processing option, the information displays automatically on any work orders you create if the category code criterion is met. (You can either accept or override the default value.) |