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Service Orders Required

This process enables you to generate Service Jobs from planned Service Schedules.  It should be noted that three conditions could exist against planned scheduled Services.

 

By default all scheduled services will be displayed but option is provided to ‘hide’ those that are awaiting Customer confirmation.

 

List Tab

 

The List panel displays all scheduled services due on, or before, the date selected at the top of the screen.  In this screen you can select specific lines for generation of Job Orders. 

You can click on the column headings to filter out Service Orders based on the desired column value.

You also have the option to make changes by highlighting a specific line and clicking on the ‘Details’ tab

 

Display fields

 

Display Service Due By: From the drop-down calendar select the Date up to which all scheduled Service Orders are due. 

 

Exclude Services ‘Not Confirmed’ but require confirmation: ‘Check’ the checkbox if you wish to exclude those scheduled service records where a Customer has been sent a Reminder Notification and has not responded.  Upon ‘checking’ this checkbox the list of service schedules will automatically refresh to exclude these.

 

Select: ‘Check’ the checkbox where you want the Scheduled Service to be converted to a Job Order.  You have the option to click on the ‘Select All Planned’ Button at the bottom of this panel to select all the records.  You may also click on the ‘De-select All Planned’ Button at the bottom of this panel to ‘un-select’ all the records

 

Service Date: Display only field showing the planned date of the Service.  You can amend this Date by selecting the record and going into the ‘Detail Panel.

 

Confirmation Required: Display only field showing whether the Customer requires to confirm the Scheduled Service.

 

Confirmation Status: Display only field showing the current status of the Customer’s confirmation to the Reminder Notification.  The display options are ‘Confirmed’ and ‘Not-Confirmed’.  You can amend this Status by selecting the record and going into the ‘Detail Panel.

 

Asset Name: Display only field showing the name of the Asset

 

Asset Number: Display only field showing the unique identifier of the Asset

 

Customer: Display only field showing the Customer that owns this Asset

 

Description: Display only field showing the description of the Asset

 

Asset Type: Display only field showing the Asset Type as held against the Customer Asset record.

 

Service Zone: Display only field showing the Service Zone as held against the Customer Asset

 

Service Type : The related Asset Service Type

 

Group Asset : Indicates whether this is a Group Asset.

 

Template : the related Job Template.

 

Customer Asset Additional Fields (if any) are also included in the List screen.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Buttons

 

Select All Planned: Clicking this Button will place a check-mark in the Select column against all displayed scheduled service orders

 

De-select All Planned: Clicking this Button will remove check-marks from the Select column against all displayed scheduled service orders

 

Generate Job Orders for Selected Services: All the selected planned services will have a Job Order generated.  The Planned Service Schedule line will then be removed from this list

 

Close: This will close the Service Orders Required screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Related:     This will bring up a list of functions that are related to the Service Orders.    You may open and maintain information in those screens whilst still remaining in the Service Orders Required screen.

 

Reports:     This will bring up a list of Reports that are related to the Service Orders.   You can immediately run the report whilst still remaining in the Service Orders Required screen.

 

Details Tab

 

This tab displays a selected scheduled Service Order Required record and allows you to amend certain information against that record.  The following fields are available for amendment

 

Selected:  ‘Check’ the checkbox where you want the Planned Service Order to be converted to a Job Order. 

Confirmation Status: From the drop-down list select the status of the Reminder Notification.  The options are ‘Confirmed’ and ‘Not-Confirmed’. 

Service Date: This is prefilled with the Scheduled Service Date.  If the Customer has requested another date then select this from the drop-down calendar.

Job Type: Display only field showing the Job Type to be used when creating this Service Order

Template: Display only field showing the Job Template to use when creating this Service Order

Notes: You can add Notes that are specific to this Planned Service

 

Buttons

 

Close: This will close the Service Orders Required screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Related:     This will bring up a list of functions that are related to the Service Orders.    You may open and maintain information in those screens whilst still remaining in the Service Orders Required screen.

 

Reports:     This will bring up a list of Reports that are related to the Service Orders.   You can immediately run the report whilst still remaining in the Service Orders Required screen.