Report in Work Order—Exercises

Required Data

Create Work Order for Equipment Object

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Create a functional object in the Functional Object window.
2. Enter a customer and contractor in the Parties tab.
3. Right-click and click Active Work Orders and create two work orders (enter WO1 and WO2 in the Directive fields) for the object.
4. Invite to tender, submit tender, approve contractor and confirm tender on the work orders.

General exercise for Create Functional Object, Work Order Tender

Connect Work Order to Project

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Create a project (P123), create a sub project (S1) activity (A1) and task (T1) for the project, create a work order (enter WO3 in the Directive field) for the activity using the Project Navigator window.
2. Invite to tender, submit tender, approve contractor and confirm tender on the work order.

General exercise for Executing Work Orders, Work Order Tender

Main Exercise

Purpose: The purpose of this lesson is to report the work done on a work order tender. While starting the work order, reporting time on the work order,

Windows:
Active Work Orders portlet (B2B)
Report in Work Order

Start Work Order from Active Work Orders

1. Log on to the B2B interface as a B2B contractor who has access to the work order (WO1).
2. Click the Report In link of the work order tender WO1 in the Active Work Orders portlet. The Report in Work Order page is opened.
3. Click the Started link.

Start Work Order from Equipment Object

1. Log on to the B2B interface as a B2B contractor who has access to the work order (WO2).
2. Open the Equipment Object Navigator page.
3. Click on the relevant object in the left hand pane.
4. View details of object and the connected service requests and active work orders as required.
5. Click Active Work Orders. The Active Work Orders page is opened.
6. Click on the WO No link for WO2 to open the Report in Work Order page.
7. Click on the Started link.

Start Work Order from Project

1. Log on to the B2B interface as a B2B contractor who has access to the work order (WO3).
2. Click on the Project ID link of the relevant project on the Projects portlet. The Project Navigator page is opened.
3. View details about the project and click on an activity on the left pane, click on the relevant links on the Activity tab to view the active and historical work orders and route work orders.
4. Click Active Work Orders. The Active Work Orders page is opened.
5. Click on the WO No link for WO3 to open the Report in Work Order page.
6. Click on the Started link.

Report in Work Order from Active Work Orders

1. Log on to the B2B interface as a B2B contractor who has access to the work order (WO1).
2. Click the Report In link of the work order tender (WO1) in the Active Work Orders portlet. The Report in Work Order page is opened.
3. Create a new record under Work Order Time Reporting.
4. Enter your user ID in the Employee ID field and 3 in the Hours field.
5. Save the record.

Report in Work Order from Equipment Object

1. Log on to the B2B interface as a B2B contractor who has access to the work order (WO2).
2. Open the Equipment Object Navigator page.
3. Click on the relevant object connected to WO2 in the left hand pane.
4. View details of object and the connected service requests and active work orders as required.
5. Click Active Work Orders. The Active Work Orders page is opened.
6. Click on the WO No link for WO2 to open the Report in Work Order page.
7. Enter your own employee ID in the Employee ID field and 8 in the Hours field.
8. Save the record.

Report in Work Order from Project

1. Log on to the B2B interface as a B2B contractor who has access to the work order (WO3).
2. Click on the Project ID link of the relevant project (P123) on the Projects portlet. The Project Navigator page is opened.
3. View details about the project and click on an activity on the left pane, click the Activity tab and click on the Active WO link. The Active Work Orders page is opened.
4. Click on the WO No for WO3. The Report In Work Order page is opened.
5. Enter your employee ID in the Employee ID field and 10 in the Hours field
6. Save the record.

Connect Document to Project Activity

1. Log on to the B2B interface as a B2B contractor who has access to the project that you created.
2. Click on the Project ID link of the relevant project (P123) on the Projects portlet. The Project Navigator page is opened.Click on A1 on the left pane.
3. Click on the Documents link on the Activity tab.
4. Click on the Add Documents link. The Add Documents dialog box is opened.
5. Click Add File to select a file to be uploaded from your computer.
6. Enter document class 100 and PROJECT DOCUMENT 1 as the title and click OK.

Report Progress on Task

1. Log on to the B2B interface as a B2B contractor who has access to the project that you created.
2. Click on the Project ID link of the relevant project (P123) on the Projects portlet. The Project Navigator page is opened.
3. Click on A1 on the left pane and click the Tasks tab on the right pane.
4. Select the Completed check box for the task and save the record.

Set to Work Done Status

1. Log on to the B2B interface as a B2B contractor who has access to the work order.
2. Click on the Report In link in the Active Work Orders portlet. The Report in Work Order page is opened.
3. Click the Work Done link.

Authorize Transactions

1. Open the Report in Work Order window.
2. Query for the work order that you were working with.
3. Click the Postings tab and select the row that you created, right-click and then click Authorize Selected Rows.
4. Enter your user ID as the signature of authorizer in the Signature field. Use the List button in the dialog box to select the signature.
5. Confirm the information.

Conclude Work Order

1. Open the Report in Work Order window.
2. Query for the work order. (F3)
3. Enter an actual start and actual finish date for the work. 
4. Right-click, point to Status and click Finished.