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Templates
This function allows you to maintain Job Templates. Templates contain Tasks, Components, and Resource requirements. They can be used as the source for creating a complete Job or adding large ‘segments’ to existing Jobs.
List Tab
Display fields
Template Code: Display only field showing the Template identity
Description: Display only field showing the Template description
Status: Display only field showing the Template status. The display options are ‘Active’ or ‘Inactive’.
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.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Template screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the ‘Detail’ panel for entry of a new Job Template
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This removes the current Job Template from this table
Related: This will bring up a list of functions that are related to Job Templates. You may open and maintain information in those screens whilst still remaining in the Job Template screen.
Reports: This will bring up a list of Reports that are related to Job Templates. You can immediately run the report whilst still remaining in the Job Template screen.
Detail Tab
The Detail Tab allows you to specify how this Template will be used when selected for inclusion in a Job
Entry and Display fields
Template Code: The identity of the Template. This is only ‘active’ during an ‘Add’ transaction when you should enter the Identity of the new Template. Duplicate Template Identities are not allowed.
Description: Description of the Template. Changes can be made at any time and no validation checks are carried out..
Status: select the status from the drop-down list. The options are:
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Active |
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Inactive |
When Used this Template is configurable by Task: If this is ‘checked’ then - when this Template is being added to a Job - the complete list of Tasks contained in this Template is displayed for selection of the required Tasks. If this is not ‘checked’ then all Tasks in the Template will be copied to the Job
Task Sequencing: Select the radio button that applies to this Template. The options are:
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Added: Task sequence numbers in this Template will be ignored and the program will generate Task Sequence Numbers when adding to the Job. The generated Sequence Numbers will continue from the end of the current Job Sequence Numbers. |
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Fixed: Task sequence numbers in this Template will be used irrespective of current Task Sequence Numbers in the Job. |
Notes: You can enter unlimited Notes that relate to this Template. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the Templates screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will present a blank Detail screen in preparation for creation of a new Template
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.
Delete: Not applicable to this ‘Detail’ screen
Related: This will bring up a list of functions that are related to the Template. You may open and maintain information in those screens whilst still remaining in the Template screen.
Reports: This will bring up a list of Reports that are related to the Template. You can immediately run the report whilst still remaining in the Template screen.
Tasks Tab
The Tasks Tab enables you to add Tasks to a Template. A Task can contain Instructions, Duration, Resource requirements, and Components. The Upper panel shows all the Tasks in this Template whereas three sub-tabs in the lower part of the screen allows you to maintain each Task.
Entry and Display fields
Upper panel
This shows all the Tasks in this Template. For each Task the following information is displayed
Sequence: Display only field showing the Sequence Number assigned to the Task in the ‘Task Detail’ sub tab (below)
Task Name: Display only field showing the name of the Task as entered into in the ‘Task Detail’ sub tab (below)
Description: Display only field showing the description of the Task as entered into in the ‘Task Detail’ sub tab (below)
Job Lines to Task: Display only field showing the source of the Job Lines when copying this Task to a Job
Lower panel
The Lower Panel has three sub tabs for maintenance of a Task. These are:
Task Detail Sub-Tab
The Task Detail sub tab enables you to create and maintain Task Details
Entry and Display fields
The Upper panel shows all the components that are currently used in this Template. The maintenance of those records are carried out in the lower part of the screen as follows:
Sequence: During an ‘Add’ Transaction the program automatically generates a Sequence that is the current highest Sequence plus 10. This can be amended if required. Sequence Numbers define the scheduling sequence for each. To have concurrent Tasks you can use the same Sequence Number.
Task Name: From the drop-down list select the Task that will be included in this Job Order. Tasks are maintained via Jobs>Settings>Task Names
Task Description: This is copied from the Task selected in the previous field. However, it can be amended here and made specific to this Job Order.
Department: This is prefilled with the Department held against the Task selected above. You can amend this department by selecting one from the drop-down list. Departments are maintained via General>Settings>Departments.
How Are Invoice Lines Created: From the drop-down list select how the lines are created. The options are:
A Single Task Bill is linked to this Task: If this is selected then a single Task Bill is selected in the next field and no lines can be added via the ‘Lines’ tab
Multiple Job Lines can be linked to this Task: If this is selected then Lines linked to this Task can be entered via the ‘Lines’ tab
Task Bill Code: Entry is only allowed if the ‘Single Task Bill is linked to this Task’ option is selected. From the drop-down list select the Task Bill. Task Bills are maintained under Jobs>Task Bills
Qty: Entry is only allowed if the ‘Single Task Bill is linked to this Task’ option is selected. Enter the quantity of this Task Bill that is required tin this Template.
Unit: Display only field showing the Unit of the Task Bill.
Description: Entry is only allowed if the ‘Single Task Bill is linked to this Task’ option is selected. This is prefilled with the Description of the selected Task Bill but it can be amended here and made specific to this Template.
Dynamically Create Tasks for Customer Assets when Template is Linked to a Group Service Asset : Tick this box if you want Ostendo to dynamically create job tasks for multiple Assets under a Group Asset which is flagged as a Group Service Asset and linked to the Service Type specified below.
Service Type to Condition Assets : Select the appropriate Service Type.
Style Name : Select the mobility Style Template name.
Scheduling Details: The duration specified here will be used by the Job scheduling process to determine when - and for how long - this Task will take in the Job workflow. Entries are:
Time: Enter the length of time that this Task normally takes
Time Unit: Select the time unit (Hours or Minutes) from the drop-down list
No Scheduling: ‘Check’ this checkbox if you do not want this Task to be scheduled nor displayed in the Job Calendar
Step Overlap - From the drop-down list select the Scheduling Overlap that will apply to subsequent Steps in the process. The options are
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End of Step: The next step will commence at the end of this Step taking into account the Overlap and Buffer Minutes |
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Beginning of Step: The next step will commence in parallel to this Step taking into account the Overlap and Buffer Minutes |
Overlap Minutes - Enter the minutes that the subsequent Step can overlap this step
Buffer Minutes - Enter the minutes that the subsequent Step must wait before it can begin
Task Instructions Sub-Tab
The Task Instructions Sub Tab allows you to add extensive notes against this Task. You can enter unlimited amount of instructions that relate to this Task within the Template. These Instructions will be available for printing on Job Order documents. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Task Resources Sub-Tab
The Task Resources Sub Tab allows you to identify any Resources that are required to perform this Task. These Resources will appear on the Job Planning Board for Resource Scheduling purposes
Entry and Display fields
Resource Type: From the drop-down list select the Resource Type. The options are Asset or Employee.
Resource Name: From the drop-down list select the Resource Name. The options available are related to the Resource Type selected above
Buttons
Close: This will close the Templates screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: If you are in the Task Detail Sub-Tab then a blank Task Detail screen will be presented for entry of a new Task. If you are in the Task Resource Sub-Tab then the cursor will go to a new line for entry of a new Resource.
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.
Delete: If you are in the Task Detail Sub-Tab then this will delete the current highlighted Task from the upper panel. If you are in the Task Resource Sub-Tab then the current highlighted Resource record will be deleted.
Related: This will bring up a list of functions that are related to the Template. You may open and maintain information in those screens whilst still remaining in the Template screen.
Reports: This will bring up a list of Reports that are related to the Template. You can immediately run the report whilst still remaining in the Template screen.
Task Lines
The Task Lines tab enables you to add lines to Tasks identified as ‘Multiple Job Lines can be linked to this Task’.
Entry and Display fields
The Upper panel shows all the lines that are currently used in this Task. The maintenance of those records are carried out in the lower part of the screen as follows:
Task Name: Display only field showing the current Task selected via the 'Tasks' tab
Line No: During an ‘Add’ Transaction the program automatically generates a Line Number that is the current highest Line Number plus 10. This can be amended if required.
Line Type: From the drop-down list select the Line Type. The options are:
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Item Code |
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Descriptor Code |
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Kitset Code |
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Task Bill Code |
Code: From the drop-down list select the specific component code. The list will show details relating to the Line Type option selected.
Unit: Prefilled with the Unit held against the Code. If the Line Type is ‘Item Code’ and the selected Item has multiple Units of Measure then you can select the specific Unit from the drop-down list
Template Qty: Enter the quantity of this Code that is required in the Template Task.
Description: Prefilled with the description of the Code taken from the Item, Descriptor, Task Bill, or Kitset record
Task Name: If you wish to change the Task that this line relates to then select an alternative from the drop-down list.
Notes: You can enter unlimited Notes that relate to this Line. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the Templates screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: The cursor will go to a new line for entry of a new Task Line record.
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.
Delete: This will delete the current highlighted Task Line record.
Related: This will bring up a list of functions that are related to the Template. You may open and maintain information in those screens whilst still remaining in the Template screen.
Reports: This will bring up a list of Reports that are related to the Template. You can immediately run the report whilst still remaining in the Template screen.