Purpose: The purpose of these initial exercises is that the instructor will use them for demonstrating the basic functionality in the course Work Requests, which entails:
Create Fault Report
Create Work Request
Create Service Request
Handle WO Quotation
IMPORTANT ! |
These Initial Exercises are intended for instructor use. |
Purpose: The purpose of this exercise is to introduce you to the basic functionality of the Work Requests course, and to help you understand how to create fault reports.
Prerequisites: The table below lists all course data needed to perform this initial exercise.
Data Type | Value | Description |
Reported by | MAME | Martin Mechanic - EAM - 125 |
Maintenance Organization |
1000 |
Maintenance Department |
Windows:
Fault Report
Steps: To complete this exercise, perform the following steps.
Note: All the above steps are required. You can enter additional information in the More Information about the Fault section. All entries in the Fault Report window can also be made in the Prepare Work Order window, where you can link additional information to work orders.
Purpose: The purpose of this exercise is to introduce you to the basic functionality of the Work Requests course and to help you understand how to create work requests.
Prerequisites: The table below lists all data needed to perform this initial exercise.
Data Type | Value | Description |
Maintenance Organization | 1300 | Service Department |
Reported by |
SASE |
Sally Service |
Windows:
Active Work Requests
Note: All the above steps are required. You can enter other information in this window. All entries that in this window can also be made in the Prepare Work Order window, where you can link additional information to work orders.
Purpose: The purpose of this exercise is to introduce you to the basic functionality of the Work Requests course and to show you how to create and prepare a service request.
Prerequisites: The table below lists all data needed to perform this initial exercise.
Data Type | Value | Description |
Reported by | SASE | Sally Service |
Customer Name | 3000 | Pulp and Paper Mill |
Maintenance Organization | 1300 | Service Department |
Equipment Object |
OF-111-CO-001 |
Copying machine |
Windows:
Service Request
Purpose: The purpose of this exercise is to introduce you to the basic functionality of the Work Requests course and to show you how to create and prepare a work order quotation.
Prerequisites: The table below lists all data needed to perform this initial exercise.
Data Type | Value | Description |
Customer ID | 3000 | Pulp and Paper Mill |
Equipment Object ID | OF-111-CO-001 | Copy Machine |
Reported by | SASE | Sally Service |
Maintenance Organization | 1300 | Service Department |
Work Type | 703 | Service Order Emergency |
Agreement ID |
OF_SERV |
Price Agreement |
Windows:
Prepare Work Order Quotation
Note: Continue by following up on the work order quotation. This is done in the Follow Up on Work Order Quotation dialog. To follow up on a quotation, you must have changed its status to Follow Up.