Purpose: The purpose of this exercise is to show you how to set up the basic data required for the following exercises.
Windows:
Work Order and PM Basic Data/Work Types
General exercise for Work Types
Purpose: The purpose of this exercise is to show you how to set up the basic data record discoveries required when creating a service request.
Windows:
Work Order and PM Basic Data/Work Types
General exercise for Discoveries
Purpose: The purpose of this exercise is to show you how to set up the basic data record symptoms required when creating a service request.
Windows:
Work Order and PM Basic Data/Work Types/Symptoms
General exercise for Symptoms
Purpose: The purpose of this exercise is to show you how to set up the basic data record priorities required when creating a service request.
Windows:
Work Order and PM Basic Data/Priorities
General exercise for Priorities
Purpose: The purpose of this exercise is to show you how to set up the basic data required for the following exercises.
Windows:
Organization Basic Data/Maintenance Organizations
General exercise for Maintenance Organization
Purpose: The purpose of this exercise is to show you how to set up the basic data required for the following exercises.
Windows:
Organization Basic Data/Employees
General exercise for Enter and Link Employee to Maintenance Organization
Purpose: The purpose of this exercise is to show you how to set up the basic data required for the following exercises.
Windows:
Organization Basic Data/Link Employees/Crafts
General exercise for Link Employees/Crafts
Purpose: The purpose of this exercise is to show you how to set up the basic data required for running the Work Requests chapter. The coordinator will later be the person responsible for creating the invoices for the service work orders.
Windows:
Coordinators
General exercise for Coordinator
Purpose: The purpose of this exercise is to familiarize you with the required data that is used for the exercises below.
Windows:
Separate Standard Job
General exercise for Standard Job
Purpose: The purpose of these exercises is to create a service request with all required data and important complementary data, such as equipment object, customer, and customer agreement. The purpose is also to prepare a service request, including standard job, coordinator, and additional description of the fault.
Windows:
Service Request
Note: If you first enter start date and then execution time, the finish date will automatically be calculated.
Note: You will only see work orders for the maintenance organization that you have entered on the Prepare tab, and work orders that have a planned start date that are later than today's date.
Note: On this tab, you can enter and view information on the customer order type and the currency that are connected to a service request.