Creating Work Order Tasks

Select the location where this work order task will be performed. If a default value displays in this field, it is based on a rule that specifies whether to derive this default value from the asset, the shop, or another location. If the latter is selected, then this field is blank.

Select the employee ID and name of the supervisor assigned to this task.

The name of the supervisor appears as a link on the page. When you click this link, the Personal Data page for the selected supervisor displays, which contains the individual's contact information.

Select an activity if this work order is associated with a Project Costing-managed project. A default activity ID value automatically displays when the work order is saved if this work order is associated with a work order-managed project.

See Activity Definitions - Definition Page.

Click this link to access the Work Order Task Accounting page.

Select the scheduler code. The name of the selected scheduler appears on the page as a link. When you click this link, the Scheduler's Information page displays information about the scheduler, such as the scheduler's employee ID and shift.

Schedulers are set up in the shop based on a scheduler code instead of an employee ID. Schedulers in many shops move from one role to another. By setting up a scheduler by a scheduler code in the shop, you only have to change the employee associated with a scheduler code, rather than having to change the employee ID for the scheduler in every work order task.

Displays the primary crew identified in the shop associated with the work order or with the task's asset ID. This value is used in the Crew Scheduling Workbench as part of the search criteria when searching for unscheduled requirements.

Click this link to access the Change Shop to Identify Crew page, where you can select a shop different from the primary shop in the work order to associate with a selected crew. The crew and its resources must be set up in the selected shop.

Select the user ID of the person to contact concerning this work order. The name of the contact appears as a link on the page. When you click this link, the Personal Data page displays with additional information about the selected contact.

The default value is derived from theselect User Preferences, then select Maintenance Management page.

Select the current location of the selected asset.

Click this button to access the location of this work order on an ESRI map. Once you access the map, the work order business unit, work order ID, and work order task ID appear on the map as a marker. You click the marker and a window appears, which contains a list of these work order characteristics:

• Task description.

• Shop associated with the work order.

• Priority.

• Service group.

• Work order type.

• Task status.

Select a value to more specifically identify the asset or click the Advanced Search icon to access the Asset Search page, where you can select search criteria to narrow your search. The Search Results contain an Asset Component Hierarchy link, which enables you to view the Asset Component Hierarchy page. This page displays the selected asset in a hierarchical relationship with any asset components.

The field name that appears on the page depends on the field name (Asset ID, Serial ID, Tag Number, or Vehicle ID Number) that you select in the work order business unit that was used to create the work order.

Select the specific area in which the asset is located.

Select one of these actions to affect this task's asset:

• Install

• No Change

• Remove

• Retire

  If you select Retire and this is a Project Costing managed work order with the Asset Integration Rules set to Capitalize, PeopleSoft Maintenance Management allows this asset action to proceed with no edit. However, PeopleSoft Project Costing will ignore the Retire setting.

Displays the parent component of this asset, if it is part of another component. For example, the selected asset for this task is part of a component that consists of two or more assets, such as a truck's engine and all of the parts (assets) that compose the engine (parent component).

Click this link to access the Work Order History page for this asset. This page lists the work orders and tasks that are associated with this asset, along with the start and end dates and when they were completed and closed.

Click this link to access the Review Maintenance History component in PeopleSoft Asset Management.

Click this link to access the Asset Information page, which lists details about this asset, such as the asset characteristics, asset ID and more. The Asset Information page also contains an Asset Component Hierarchy icon that links to the Asset Component Hierarchy page, where you can view the selected asset's hierarchical relationship with other asset components.

Click this link to access the Downtime Entry page.

See Downtime Entry Page.

Click this link to access the Asset Monthly Schedule for this asset. You can drill down to the daily schedule and add task details. This schedule indicates when the asset is available for maintenance or repair.

Click this button to access the Asset Warranties page in PeopleSoft Asset Management and view any warranties associated with this asset.

Displays this icon when the asset is hazardous.

Click this link to access the Task Cost Recovery page, which enables you to create a warranty claim.

Click this link to access the Meter Reading History component in PeopleSoft Asset Management.

See Adjusting, Transferring, and Evaluating Assets.

Click the Add link to access the Work Order Failure Tracking page to describe the failure associated with the selected asset.

See Work Order Failure Tracking Page.

Select a problem group that applies to the work being performed by this task. Then select a problem, cause, and resolution that are appropriate for this task based on your diagnosis of the situation. To perform a search based on PCR data, you must specify, at a minimum, the Problem Group, Problem, and Cause. You can then select from templates associated with resolution codes that match this criteria. In addition, by entering PCR criteria, you restrict your search to only those templates that are associated with resolution codes. If you select Include Non-Asset Templateson the Task Template Search page when you click either the Job or the Task Templates link, then Non-Asset Templates are included in the search for resolutions.

Click this link to access the Labor Requirements grid.

Click this link to access the Inventory Requirements grid.

Click this link to access the Purchase/On Hand Requirements grid.

Click this link to access the Tool Requirements grid.

Click this link to display a Task Instructions group box. Enter the step number for the instruction, then enter the instruction, and click the plus sign in the upper right corner to add another instruction. You can add as many instructions as you want. Click the minus sign in the upper right corner to delete an instruction.

Click this link to display a Checklist group box. This checklist is for tasks that should be done either before a work order task is started, or after a work order task is completed.

• Step

  Enter the step number for this checklist item.

• Type

  Select whether this step is performed before the task begins or after the task is completed.

  • Before task

  • After task

• Required

  Select this check box if this is a required step. Leave it blank if the step is optional. For those marked as Required, the technician must mark the item as complete in the Technician Workbench and the system stamps the date and time next to the checklist item along with the technician's name. Optionally, the Completed by, date and time can all be manually updated in the Technician Workbench. Additionally, for Before Task checklist steps, the technician must mark it as complete in the Technician Workbench before the work order task status can advance to or past a system internal status of work in process. For After Task checklist required steps, the technician must mark them as complete in the Technician Workbench before the work order task can be set to a system internal status of complete.

Click this link to access attachments that pertain to the work order task, such as drawings, schemas, and more.

Click this link to access the Task Template Search page. This search page has the same fields as the Job Template Search page. When you select a task template, the requirements are copied into a work order task along with other task information.

Click this link to access supplemental data set up for this task.

Click this link to add notes to the work order task. You can send notes to the scheduler.

The default value is derived from the business unit set up in the select User Preferences, then select Maintenance Management page.

This value only displays if you select an asset in the work order header or in the work order task.

Select the an express asset filter ID. These filters are set up in theselect Set Up Financials/ Supply Chain, then select Product Related, then select Project Costing, then select General Options, then select Express Asset Filter Criteria. Filters specify in PeopleSoft Project Costing which transaction costs are allowed to make up the cost basis of the asset. The delivered sample data filters are "Filter 1" and "Filter 2". Filter 1 identifies that Material and Labor actuals should be considered for capitalization, and Filter 2 identifies that only Labor actuals should be considered.

See Express Asset Filter Criteria Page.

The currency value is derived from the primary book of the Asset Management business unit.

Enter the minimum cost for maintaining or repairing the asset associated with this work order task that must be reached before the costs are capitalized by PeopleSoft Project Costing.

This default value comes from the Project Costing business unit set up in the work order business unit's Integration page.

These values are based on the project and activity associated with the work order and work order task.

Select Rate Set or Rate Plan, which are set up in PeopleSoft Project Costing. The default value in this field is set up on the work order business unit's Integration page. Rate sets and rate plans work in conjunction with chargeback to a calculate premium or discount to chargeback based on work performed.

See Work Order Business Unit Integration Options.

Select the user-defined rate based on whether you selected Rate Set or Rate Plan for the Rate Selection field.

Select this check box to enable PeopleSoft Project Costing to calculate chargeback amounts for this work order task based on the selected rate set. When you select this check box, the following field display for you to enter the accounting information necessary to complete the chargeback in PeopleSoft Project Costing.

Select the GL Business Unit to associate with this chargeback. This field appears if you select the Generate Chargeback check box.

Select a department to which these work order task costs should apply depending on your organization's setup.

Select a fund code to which these work order task costs should apply depending on your organization's setup.

Select the project activity to which these work order task costs should apply.

Select the product to which these work order task costs should apply, if applicable.