Insert and update activities, as necessary.
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Select Work > WO Quick Entry.
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Choose one of the following options:
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Create a new activity - Specify for Work Order, the work order number for which to create a new activity. Go to Organization.
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Update an existing activity - Specify for Work Order, the work order number for which to update an existing activity. Go to Trade.
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Specify this information:
Organization - Specify the organization.
Work Order Description - Specify a description for the work order.
Equipment - Specify the equipment.
Status - Specify the status of the work order.
Type - Specify the work order type.
Department - Specify the department.
Activity - Specify an activity number for the activity. Original Deferred WO-Activity and Direct Materials are shown on Deferred Activity.
Trade - Specify the trade required to perform the activity. The system automatically populates Type of Hours. The system automatically populates Activity with the next available activity number, Start Date and End Date with the scheduled start and end dates of the work order, and People Required with a default value of "1."
Estimated Hours - Specify the estimated hours for the activity.
Hours Remaining - Specify the estimated number of hours remaining for the activity.
Specify this information only if you use the American Trucking Association’s Vehicle Maintenance Reporting System (VMRS), now called EMRS in this application.
Reason for Repair - Specify the reason the vehicle needs repair (Code Key 14).
Work Accomplished - Specify the work performed on the vehicle (Code Key 15).
Technician Part Failure - Specify the reason the technician or supplier thinks the vehicle failed (Code Key 18).
Manufacturer - Specify the Manufacturer/Supplier Code (Code Key 34) to associate with the vehicle.
Warranty - Select if the equipment is under manufacturer warranty.
Completed - Select if the activity is completed.
Task Plan - Specify the task plan code for the activity.
Percent Complete - Specify the percentage of work that has been completed for the activity.
People Required - Specify the number of people required to complete the activity.
Task Plan Qty. - Specify the required number of units of the task to associate with the activity, and then select the unit of measure for the Task Plan Qty. in the adjacent field. For example, a work order activity to pave 100 miles of highway today indicates a Task Plan Qty. of "100" and a unit of measure of "Miles", whereas the same task plan on another day indicates only 80 miles due to the steep inclines of the stretch of highway being paved on that day.
Hired Labor - Select to indicate that the activity will be completed by an external source.
System Level - Specify the EMRS code identifying the system, e.g., brakes, frame, suspension, needing repair (Code Key 31).
Assembly Level - Specify the EMRS code identifying the subsystem needing repair (Code Key 32). The values available are based on the system-level code.
Component Level - Specify the EMRS code identifying the specific component or part needing repair (Code Key 33). The values available are based on a combination of the system-level code and the assembly-level code.
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Click Save Record.
Click Clear to clear the Activity section.