CafeOne Layouts for the Maintenance Technician Persona

The following CafeOne layouts are available for the maintenance technician:

  • Repairs

  • Meter Reading

  • Parts and Labor

The following table describes the content frames in the Repairs layout:

Note: The Repairs and Meter Reading layouts contain a placeholder for a map that you can set up to display the current location of the equipment that you select in the enabled EnterpriseOne form. When setting up the map, you can associate the map data to the Latitude and Longitude grid columns of the enabled Work with Equipment Master form. The placeholder includes a link to a video recording that illustrates how to create a dynamic map link.

Content

Content Type

Description

Work with Equipment Master Form (W1701A)

Enabled EnterpriseOne form

This is a fully functional EnterpriseOne form. Use this form to locate and review equipment master records.

View Work Orders Form (W48201EA)

Embedded EnterpriseOne Form

This is an embedded EnterpriseOne form from the Work Order Search program (P48201E).

This form is dynamically linked to the enabled EnterpriseOne form. The Asset Number grid column in the enabled form is dynamically linked to the Equipment Number field in the embedded form. Therefore, the information in the embedded form changes when you change the value of the Asset Number column.

View Equipment Maintenance Records Form (W12071EA)

Embedded EnterpriseOne Form

This is an embedded EnterpriseOne form from the Equipment PM Backlog program (P48201E).

This form is dynamically linked to the enabled EnterpriseOne form. The Asset Number grid column in the enabled form is dynamically linked to the Equipment Number field in the embedded form. Therefore, the information in the embedded form changes when you change the value of the Asset Number column.

The following table describes the content frames in the Meter Reading layout:

Content

Content Type

Description

Work with Equipment Master Form (W1701A)

Enabled EnterpriseOne form

This is a fully functional EnterpriseOne form. Use this form to locate and review equipment master records.

Edit Meter Readings Form (W12120EA)

Embedded EnterpriseOne Form

This is an embedded EnterpriseOne form from the Meter Readings program (P12120E).

This form is dynamically linked to the enabled EnterpriseOne form. The Asset Number grid column in the enabled form is dynamically linked to the Equipment Number field in the embedded form. Therefore, the information in the embedded form changes when you change the value of the Asset Number column.

The following table describes the content frames in the Parts and Labor layout:

Content

Content Type

Description

Work With Work Orders Form (W48201A)

Enabled EnterpriseOne form

This is a fully functional EnterpriseOne form. Use this form to locate and review work orders.

Work Order Parts List Revisions Form (W17730A)

Embedded EnterpriseOne Form

This is an embedded EnterpriseOne form from the Work Order Parts Detail program (P17730).

This form is dynamically linked to the enabled EnterpriseOne form. The Order Number grid column in the enabled form is dynamically linked to the Order Number field in the embedded form. Therefore, the information in the embedded form changes when you change the value of the Order Number column.

Work Order Labor Details Form (W17732A)

Embedded EnterpriseOne Form

This is an embedded EnterpriseOne form from the Work Order Labor Detail program (P17732).

This form is dynamically linked to the enabled EnterpriseOne form. The Order Number grid column in the enabled form is dynamically linked to the Order Number field in the embedded form. Therefore, the information in the embedded form changes when you change the value of the Order Number column.