## Working with Role-Based Workspaces

This chapter provides an overview of role-based workspaces and discusses how to:

- Manage equipment.

- Manage work orders.

- Manage cases.

### Understanding Role-Based Workspaces

Role-based workspaces provide a simplified, configurable front end to JD Edwards EnterpriseOne Capital Asset Management (CAM). Role-based components that can be deployed to a workspace are essential for improving visibility into maintenance effectiveness and efficiency. The workspace provides an easy way for equipment personnel (maintenance planners, managers, equipment technicians, equipment operators, and so on) to view JD Edwards EnterpriseOne CAM-related information. For example, an equipment operator can enter a case, view the repair history of a piece of equipment, or view upcoming corrective or preventive maintenance orders.

Three main portal entry points for the JD Edwards EnterpriseOne CAM workspace are available:

- Manage Equipment

- Manage Work Order

- Manage Cases

The entry points can be considered a workbench, from which you can access detailed information about equipment, work orders, or cases. You can configure the entry points by role, such as by the Maintenance Planner role, which can provide an enterprise-wide view of all maintenance and operational activities. You can determine the functionality that is provided to the user through processing options.

The portal entry points are intended to be simple and not to provide the same full functionality as the traditional JD Edwards EnterpriseOne CAM applications. The entry points are additional front-end forms that access and update the same tables.

### Managing Equipment

This section provides an overview of managing equipment and discusses how to:

- Search for equipment records.

- Set processing options for the Equipment Search program (P1701E).

- View equipment information detail.

- Set processing options for the Equipment Detail program (P1702E).

- View equipment status information.

- Set processing options for the Status History program (P1307E).

- Create and update equipment messages.

- Set processing options for the Equipment Messages program (P1205E).

- View equipment PM backlog.

- Set processing options for the Equipment PM Backlog program (P12071E).

- View equipment specification data.

- View and update meter readings.

- Set processing options for the Meter Readings program (P12120E).

#### Understanding Managing Equipment

You can inquire on many different programs to find all of the information that is required to efficiently manage the equipment. The Managing Equipment entry point enables you to link to a variety of equipment information from a single form. This feature reduces the amount of time spent searching for equipment information by equipment operators, technicians, planners, managers, and so on.

The Manage Equipment shortcut is a link to the Equipment Search program (P1701E). From this workspace, you can:

- Search for equipment.

- View equipment information detail.

- View equipment status history.

- Create and update equipment messages.

- View the PM backlog.

- View equipment specification data.

- View and update meter readings.

The View Equipment Information form appears when you access Manage Equipment.

#### Searching for Equipment Records

Many of the daily tasks that you perform require the ability to locate a specific equipment record quickly. To locate an equipment record or group of records, you can use a variety of criteria. Here are some of the available fields that can be used to search for equipment:

- Equipment Number

- Description

- Business Unit

- Location

To search for equipment information, you use the Equipment Search program (P1701E). Once the desired equipment is found, you can go to other equipment-related applications (equipment detail, status history, and so on) by using the link columns in the grid.

The grid columns provide links to the detail information and applicable programs to view, add, or update records.

If you want to see detail information on a piece of equipment, and the detail does not exist, the system displays a message stating that no data exists for the selected equipment.

#### Setting Processing Options for the Equipment Search Program (P1701E)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Use these processing options to specify the information that populates into the form when searching for a piece of equipment.

1. Business Unit | Specify the default business unit. The system assigns this value to the business unit search field on the equipment search form when the form opens.
2. Business Unit - Location | Specify the default location. The system assigns this value to the location search field on the equipment search form when the form opens.

Display

Use these processing options to determine whether the system displays certain types of information.

1. Display Children | Specify whether to display child (component) equipment in the equipment search form. Values are: Blank: Do not display children. 1: Display both parent and children.
2. Display Disposed | Specify whether to display disposed equipment in the equipment search form. Values are: Blank: Do not display disposed equipment. 1: Display disposed equipment.
3. Display Meter Readings | Specify whether to display the Meter Readings column in the equipment search form. Values are: Blank: Do not display Meter Readings column. 1: Display Meter Readings column.
4. Display PM Backlog | Specify whether to display the PM Backlog column in the equipment search form. Values are: Blank: Do not display PM Backlog column. 1: Display PM Backlog column.
5. Display Repair History | Specify whether to display the Repair History column in the equipment search form. Values are: Blank: Do not display Repair History column. 1: Display Repair History column.
6. Display Parts List | Specify whether to display the Parts List column in the equipment search form. Values are: Blank: Do not display Parts List column. 1: Display Parts List column.
7. Display Specification Data | Specify whether to display the Specification Data column in the equipment search form. Values are: Blank: Do not display Specification Data column. 1: Display Specification Data column.
8. Display Messages | Specify whether to display the Messages column in the equipment search form. Values are: Blank: Do not display Messages column. 1: Display Messages column.
9. Display Attachments | Specify whether to display the Attachments column in the equipment search form. Values are: Blank: Do not display Attachments column. 1: Display Attachments column.

Versions

Use these processing options to specify the version that the system uses when you select the associated program.

1. Equipment Detail (P1702E) Version | Specify the version of the Equipment Detail program (P1702E) that you access from the equipment search form. Blank: ZJDE0001
2. Status History (P1307E) Version | Specify the version of the Status History program (P1307E) that you access from the equipment search form. Blank: ZJDE0001.
3. Equipment Messages (P1205E) Version | Specify the version of the Equipment Messages program (P1205E) that you access from the equipment search form. Blank: ZJDE0001.
4. Meter Readings (P12120E) Version | Specify the version of the Meter Readings program (P12120E) that you access from the equipment search form. Blank: ZJDE0001.
5. PM Backlog (P12071E) Version | Specify the version of the Equipment PM Backlog program (P12071E) that you access from the equipment search form. Blank: ZJDE0001.
6. Equipment Parts List (P13017E) Version | Specify the version of the Equipment Parts List program (P13017E) that the system uses from the Equipment Search form. Blank: ZJDE0001.
7. Repair History (P48201E) Version | Specify the version of the Work Order Search program (P48201E) that the system uses from the Equipment Search form. Blank: ZJDE0001.

#### Viewing Equipment Information Detail

Equipment Master information is the primary data that is associated with each piece of equipment in the system. The Edit Equipment Detail form enables you to view a subset of the Equipment Master information. You can see key information, such as:

- Identification numbers

- A description

- Location information

- Acquired and Installation dates

- A status

To view detail information for selected equipment, select the link in the Equipment Description column from the View Equipment Information form. The only field that can be updated is the equipment status, depending on the processing option settings. The rest of the information is for viewing only.

#### Setting Processing Options for the Equipment Detail Program (P1702E)

Processing options enable you to specify the default processing for programs and reports.

Process

Determine how the system processes information.

1. Allow Equipment Status Change | Specify whether to enable equipment status change from this program. Values are: Blank: Do not allow equipment status change. 1: Allow equipment status change.

#### Viewing Equipment Status History

To inquire on the status history of a specific piece of equipment, click the Status link on the Equipment Search form. The status history for the piece of equipment appears in a grid format where you can see past, current, and future status information.

To update the status of a piece of equipment, click the Change Status link. You can update the start effective date, time, or both, and indicate whether the equipment's children should be updated with the status change.

Alternatively, this form automatically displays when you change the equipment status and click OK on the Edit Equipment Detail form. The date and time fields are populated with the current date, time, or both; however, you can change these values.

See Also

Tracking Equipment Status

#### Setting Processing Options for the Status History Program (P1307E)

Processing options enable you to specify the default processing for programs and reports.

Process

Determine how the system processes information.

1. Allow Equipment Status Change | Specify whether to enable equipment status change from this program. Values are: Blank: Do not allow equipment status change. 1: Allow equipment status change.

#### Creating and Updating Equipment Messages

You should review equipment messages periodically to ensure that you have the most current information about a piece of equipment. This program is primarily used by maintenance planners, managers, equipment technicians, or operators to let each person know specific information about the equipment.

To view or edit equipments messages, select the link in the Messages column on the Equipment Search form. Additional filter fields are provided on the header to search by message type and tickler date. The grid displays equipment number, message, message type, tickler date, and other related information for the selected piece of equipment.

You can then view, update, or delete existing messages or add new messages for the selected equipment. To display the details of the message, click the link for the selected message.

See Also

Working with Equipment Information

#### Setting Processing Options for the Equipment Messages Program (P1205E)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Specify the default value.

1. Equipment Message Type | Enter a value from UDC 12/EM (Equipment Message Type) that specifies the default equipment message type.

#### Viewing Equipment PM Backlog

The Equipment PM Backlog program enables you to review the PM schedule for each piece of equipment that you maintain. To determine when a piece of equipment is due for maintenance, you must quickly obtain the status of the equipment and its maintenance cycle. Equipment PM Backlog provides the necessary information to determine when a piece of equipment needs to be serviced.

To view equipment preventive maintenance records for a selected piece of equipment, click the link in the PM Backlog column on the Equipment Search form. Using this application, you can view maintenance records for the selected equipment. This application is primarily used by maintenance planners, managers, equipment technicians, or operators.

You can use the additional filter fields to further refine the search. Some of the fields available are:

- Service type

- Maintenance status

- Scheduled date

- Maintenance due %

The grid displays the service type, PM status, completed date, assigned WO number, and other related information.

See Also

Working with Preventive Maintenance Schedules

Updating PM Schedule Status Information

Changing the Status of PMs to Complete

#### Setting Processing Options for the Equipment PM Backlog Program (P12071E)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Use these processing options to specify the default values.

1. Service Type | Enter a value from the UDC 12/ST (Service Types). The system uses this default when searching for preventive maintenance schedules.
2. Maintenance Status - From | Enter a value from UDC 12/MS (Maintenance Status) that specifies the beginning maintenance status in a range of maintenance statuses. The system uses this default when searching for preventive maintenance schedules.
3. Maintenance Status - To | Enter a value from UDC 12/MS (Maintenance Status) that specifies the ending maintenance status in a range of maintenance statuses. The system uses this default when searching for preventive maintenance schedules.
4. Schedule Date - From | Specify the scheduled beginning date in a range of scheduled dates. The system uses this default when searching for preventive maintenance schedules.
5. Schedule Date - To | Specify the scheduled ending date in a range of scheduled dates. The system uses this default when searching for preventive maintenance schedules.
6. Completed Date - From | Specify the beginning completion date in a range of completion dates. The system uses this default when searching for preventive maintenance schedules.
7. Completed Date - To | Specify the ending completion date in a range of completion dates. The system uses this default when searching for preventive maintenance schedules.
8. Planned Start Date - From | Specify the planned beginning start date in a range of planned start dates. The system uses this default when searching for preventive maintenance schedules.
9. Planned Start Date - To | Specify the planned ending start date in a range of planned start dates. The system uses this default when searching for preventive maintenance schedules.
10. Maintenance Due Percent - From | Specify the beginning maintenance-due percent in a range of maintenance-due percents. The system uses this default when searching for preventive maintenance schedules.
11. Maintenance Due Percent - To | Specify the ending maintenance-due percent in a range of maintenance-due percents. The system uses this default when searching for preventive maintenance schedules.

#### Viewing Equipment Specification Data

Specification data is used to enter static information about a piece of equipment.

To view equipment specification data for a selected piece of equipment, select the link in the Specification Data column on the Equipment Search form. This form is for inquiry only; it has no add or update functionality.

This form displays the list of the existing specification data pages for the equipment number. The equipment number appears on the header; the grid displays only one column called Page Number. When you click the page numbers, you can view the information on the selected page.

Once you select a page, the specification detail data for the equipment number and page number appear. The equipment number and page number appear in the header portion of the form, while the detail section displays the specification data (up to 16 fields).

See Also

Setting Up Specification Data for Equipment

Entering Specification Information

#### Viewing and Updating Meter Readings

You use meter readings when you need to enter or update meter information about the equipment. You use meter readings to monitor equipment use and initiate maintenance tasks. The meter readings program is a simple application that enables you to view current readings, enter new readings, and enter or view the net increase for a single piece of equipment.

To view and enter meter readings for a selected piece of equipment, select the link in the Meter Readings column on the Equipment Search form. This provides similar functionality to the Meter Readings program (P12120); however, it does not provide access to meter rollover or meter change. When entering a meter reading, the entry date always uses the current date and cannot be manually changed.

You can determine the meters that you want to display and update, based on the processing option settings.

See Also

Working with Meter Readings

#### Setting Processing Options for the Meter Readings Program (P12120E)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Use these processing options to control the information that the system displays.

1. Display Odometer Reading | Specify whether the program displays the current odometer reading and enables the odometer fields for entry. Values are: Blank: Do not display odometer reading. 1: Display odometer reading.
2. Display Fuel Reading | Specify whether the program displays the current fuel meter reading and enables the fuel meter fields for entry. Values are: Blank: Do not display fuel meter reading. 1: Display fuel meter reading.
3. Display Hour Reading | Specify whether the program displays the current hour meter reading and enables the hour meter fields for entry. Values are: Blank: Do not display hour meter reading. 1: Display hour meter reading.
4. Display Meter 4 Reading | Specify whether the program displays the current meter 4 reading and enables the meter 4 fields for entry. Values are: Blank: Do not display meter 4 reading. 1: Display meter 4 reading.
5. Display Meter 5 Reading | Specify whether the program displays the current meter 5 reading and enables the meter 5 fields for entry. Values are: Blank: Do not display meter 5 reading. 1: Display meter 5 reading.
6. Display Meter 6 Reading | Specify whether the program displays the current meter 6 reading and enables the meter 6 fields for entry. Values are: Blank: Do not display meter 6 reading. 1: Display meter 6 reading.

Process

Specify how the system processes information.

1. Update Children Current Meters | Specify whether the system automatically updates the current meters of child assets when updating the parent's current meter. Values are: Blank: Do not update current meters of child assets. 1: Update current meters of child assets.

Versions

Specify the version that the system uses when you select the associated program.

1. Update PM Schedule (R12807) Version | Specify which version of the Update PM Schedule Status program (R12807) the system uses when updating PM schedules. Values are: Blank: Do not update PM schedules. A specific version.

Edits

Determine the information that the system verifies.

1. Tolerance Level | Specify whether the system displays a tolerance level warning. Enter the specific percentage difference in meter readings that the system uses to signal the warning. For example, if you enter 5 in this field, then the system issues a warning if the new net increase amount differs more than 5 percent from the net increase amount of the last meter entry. Values are: Blank: Do not check for tolerance levels but do display a tolerance level warning. A specific percent.

### Managing Work Orders

This section provides an overview of managing work orders and discusses how to:

- View work orders.

- Set processing options for the Work Order Search program (P48201E).

- View work order detail information.

- Set processing options for the Work Order Detail program (P17714E).

- Print work orders.

- View resource assignments.

- Set processing options for the Resource Assignments program (P48331E).

- View related purchase orders.

- Set processing options for the Related Purchase Orders program (P134310E).

#### Understanding Managing Work Orders

Use work orders to manage the work flow of the maintenance tasks and projects. The Managing Work Orders entry point enables you to link to a variety of work order information so that you can manage the work orders more efficiently. This feature reduces the time that is spent searching for information because it is available on a single form.

The Manage Work Orders shortcut is a link to the Work Order Search program (P48201E). From this workspace, you can:

- View work orders.

- View work order detail information.

- Print a work order.

- View resource assignments.

- View related purchase orders.

#### Viewing Work Orders

You must be able to locate a specific work order quickly. To locate a work order or group of work orders, you can use a variety of criteria. Some of the available fields to search for work orders are:

- Order Number

- Equipment Number

- Order Type

- Originator

- Priority

- Status

To search for equipment work orders, you use the Work Order Search program (P48201E). Once the work order is found, you can access work order-related applications, and either view or update the information. Only work orders that are defined as equipment work orders (in document type maintenance) appear. The grid columns provide links to the applicable program to view, add, or update records.

If you want to see detail information on the work order, and the detail does not exist, the system displays a message to inform you that no data exists for the selected work order.

#### Setting Processing Options for the Work Order Search Program (P48201E)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Use these processing options to specify the default values for the system.

1. Work Order Document Type | Enter a value from the user-defined code (UDC) table 00/DT (Document Type - All Documents). The system uses this value when searching for work orders. The document type used here must be defined as Equipment Work Order document type in the Document Type Maintenance (P40040) program.
2. Work Order Type | Enter a value from UDC 00/TY (Work Order/ECO Type). The system uses this value when searching for work orders.
3. Status Code - From | Enter a value from UDC 00/SS (Work Order Status) that specifies the beginning status code for a range of work orders. The system uses this value when searching for work orders.
4. Status Code - To | Enter a value from UDC 00/SS (Work Order Status) that specifies the ending status code for a range of work orders. The system uses this value when searching for work orders.
5. Default Originator | Specify whether the system enters the user's address book number as the default originator. The system uses this value when searching for work orders. Values are: Blank: Do not enter the user's address book number as the default originator. 1: Enter the user's address book number as the default originator.
6. Default Assignee | Specify whether the system enters the user's address book number as the default Assigned To value. The system uses this value when searching for work orders. Values are: Blank: Do not enter the user's address book number as the default Assigned To value. 1: Enter the user's address book number as the default Assigned To value.

Display

Use these processing options to control the information that the system displays.

1. Include Models | Specify whether the system displays model work orders. Values are: Blank: Do not display model work orders. 1: Display model work orders.
2. Display Work Orders for Child Assets | Specify whether the system displays work orders for child assets. This option applies when you search for work orders for a specific asset. If this option is on, and you search for work orders by entering an asset (equipment) number in the search field, the program displays work orders for that asset and any of its children. Values are: Blank: Do not display work orders for child assets. 1: Display work orders for child assets.

Categories

Use these processing options to specify the criteria that the system uses to search for work orders.

1. Phase | Enter a value from UDC 00/W1 (Phase/System Codes) that specifies the current stage or phase of development for work orders that the system uses to search for work orders.
2. Category Code 02 | Enter a value from UDC 00/W2 (Work Order Category Code 2) that specifies the type or category of work orders that the system uses to search for work orders.
3. Category Code 03 | Enter a value from UDC 00/W3 (Work Order Category Code 3) that specifies the type or category of work orders that the system uses to search for work orders.

Versions

Use these processing options to specify the versions that the system uses when you select the associated program.

1. Work Order Detail (P17714E) Version | Specify the version of the Work Order Detail program (P17714E) that the system accesses from the work order search form. Blank: ZJDE0001.
2. Equipment Work Order Print (R48425) Version | Specify the version of the Maintenance Work Order Report program (R48425) that the system uses to generate maintenance work orders. Blank: XJDE0001.
3. Resource Assignments (P43331E) Version | Specify the version of the Resource Assignments program (P48331E) that you access from the work order search form. Blank: ZJDE0001.
4. Equipment Search/Select (P17012S) Version | Specify the version of the Equipment Search/Select program (P17012S) that the system accesses from the work order search form. Blank: ZJDE0001.
5. Related Purchase Orders (P134310E) Version | Specify the version of the Related Purchase Orders program (P134310E) that the system accesses from the work order search form. Blank: ZJDE0001.

#### Viewing Work Order Detail Information

Work Order information includes basic data that defines the work order, such as the work order number, description, business unit to be charged, and dates to perform the work. You can view the information on work orders previously created, or you can create new equipment work orders.

To view additional information on the work order, click the link in the Work Order Description column on the View Work Orders form. You can review the information in the work order header and all attached text; the parts list and labor steps do not appear. Additionally, you can update a limited amount of information in the work order, such as status, priority, category codes, and text information.

To add a new equipment work order, click Add on the View Work Order form. When you create a work order, only the most basic information is required by the system, such as a description and business unit. You can use the remainder of the fields to classify and prioritize the work order. In addition, you can assign responsible people, such as a manager, supervisor, or others, to the work order. From this form, you cannot add the parts list or the labor steps that are used to complete the equipment work order.

See Also

Working with Work Orders

Creating Work Orders for Unscheduled Maintenance

Revising Work Orders

Creating Model Work Orders

#### Setting Processing Options for the Work Order Detail Program (P17714E)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Use these processing options to specify the default values.

1. Work Order Document Type | Enter a value from UDC 00/DT (Document Type - All Documents) that specifies the default document type that the system uses when you enter a work order. This code also indicates the origin of the transaction. The document type used here must be defined as an equipment work order document type in the Document Type Maintenance (P40040) program.
2. Work Order Type | Enter a value from UDC 00/TY (Work Order/ECO Type) that specifies the order type that the system uses when you enter a work order. The order type indicates the type classification of a work order.
3. Work Order Priority | Enter a value from UDC 00/PR (Work Order Priority) that specifies the default work order priority that the system uses when you enter a work order. This code indicates the priority of a work order in relation to other orders.
4. Manager | Specify the address book number of a manager or a planner. The system uses this value as the default when you enter a work order.
5. Supervisor | Specify the address book number of the supervisor that the system uses as a default value when you enter a work order.
6. Assigned To | Specify the address book number of a person to whom the system assigns the work when you enter a work order.
7. Responsible Business Unit | Specify the default responsible business unit that system uses when you enter a work order.
8. Branch | Specify the default branch that the system uses when you enter a work order.
9. Failure Description | Specify the information type that the system uses as a default value for the failure description when you enter a work order. Values are: Blank: Do not supply a default value for the failure description. 1: Use the service type description for the default failure description. 2: Use the work order description for the default failure description.

Edits

Determine the information that the system requires.

1. Require Equipment Number | Specify whether the system requires you to enter an equipment number when you create a work order. Values are: Blank: Do not require an equipment number. 1: Require the equipment number. If you do not enter an equipment number, the system generates an error and stops processing until you correct the error.

Process

Use these processing options to specify how the system processes information.

1. Default Manager and Supervisor | Specify whether the system supplies default values for manager and supervisor fields on the work order. Values are: Blank: The system does not supply default values for the manager and supervisor addresses. 1: The system uses default values for the manager and supervisor addresses, based on hierarchy: Here's the order that the system uses: The values for the manager and supervisor from the processing options. The manager value from the equipment record. The values for the manager and supervisor from the Work Order Default Coding File table (F48001), based on category codes 1, 2, and 3 from the work order. Note. For the Assigned To field, the system uses the value from the processing options first and information from the equipment record second.
2. Work Order Status Window | Specify whether the system automatically displays the Work Order Status form when you add a work order. This option applies when you add a new work order. When you update an existing work order, the status window always appears, regardless of how this option is set. Values are: Blank: Do not display the Work Order Status form when adding a work order. 1: Display the Work Order Status form when adding a work order.
3. Create Individual Resource Assignments | Specify a value to automatically create individual resource assignments based on the Assigned To (ANP) address book number on the work order The system verifies the address book number using the Resource Master table (F48310). Values are: Blank: Do not automatically create assignments. 1: Create assignments for Assigned To.
4. Work Order Approval Type | Enter a value from UDC 48/AP (Approval Type) that specifies the approval type that the system uses for the work order approval process. The approval type indicates the type of approval path that a work order follows.
5. Work Order Cross Reference | Specify the work order cross-reference. The system uses this information to determine the equipment number that is assigned to the Reference field on the work order. Values are: Blank: Immediate parent of the equipment. 1: Top-level parent of the equipment.
6. Entitlement Checking | Specify whether the system performs entitlement checking. The system uses entitlement to retrieve response time and general ledger category codes. If this information is not found through entitlement, or if this processing option is turned off, the system retrieves those values from the Service Contract Services table (F1725) by service type. Values are: Blank: Bypass entitlement checking. 1: Check entitlement.

Versions

Use these processing options to specify the version that the system uses when you select the associated program.

1. Equipment Work Order Print (R48425) Version | Specify the version of the Maintenance Work Order Report (R48425) program that the system uses to print maintenance work orders. Blank: XJDE0001.
2. Failure Analysis Tree Search and Select (P17763S) Version | Specify the version of the Failure Analysis Tree Search and Select program (P17763S) that you access from the Work Order Revisions form. Blank: ZJDE0001.
3. Failure Analysis Search and Select (P17768) Version | Specify the version of the Failure Analysis Search and Select program (P17768) that you access from the Work Order Revisions form. Blank: ZJDE0001.
4. Equipment Search and Select (P17012S) Version | Specify the version of the Equipment Search/Select (P17012S) program that you access from the Work Order Revisions form. Blank: ZJDE0001.
5. Resource Assignments (P48331E) Version | Specify the version of the Resource Assignments (P48331E) program that you access from the Work Order Revisions form. Blank: ZJDE0001.

Categories

Use these processing options to specify the default values that the system uses when creating work orders.

1. Phase | Enter a value from UDC 00/W1 (Phase/System Codes) that the system uses as a default when you enter a work order. This category code indicates the current stage or phase of development for a work order. You can assign a work order to only one phase code at a time.
2. Category Code 2 | Enter a value from UDC 00/W2 (Work Order Category Code 2) that the system uses as a default when you enter a work order. This category code indicates the type or category of a work order.
3. Category Code 3 | Enter a value from UDC 00/W3 (Work Order Category Code 3) that the system uses as a default when you enter a work order. This category code indicates the type or category of a work order.

#### Printing Work Orders

You can print work orders when you need a hard copy of a work order or group of work orders.

To print a work order, select the selected piece of equipment from the View Work Order form. You can print from the View Work Order form, or you can select the record and print from the Edit Work Order form. The printed work order displays the details of the work order, header information, and attached text information (if specified in the processing options).

See Also

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Work Order Reports

#### Viewing Resource Assignments

To plan the work order appropriately, you must be able to view the resources that have already been assigned to the work order.

To view the resources assigned to a particular work order, select the work order on the View Work Order form and click the link in the Resource Assignment column. Additionally, you can access the resource assignments view from the Edit Work Order form. You can view both the employees and equipment resources that are related to the equipment work order in the grid area of the form. The grid displays the resources, regardless of assignment level (either header or labor step detail). If no resources have been assigned to the work order, the system displays a message in the header stating that no resources were found.

See Also

Assigning Resources to Work Orders

#### Setting Processing Options for the Resource Assignments Program (P48331E)

Processing options enable you to specify the default processing for programs and reports.

Process

Use these processing options to specify how the system processes information.

1. Number of Periods | Specify the number of periods that the system uses to calculate availability and assigned workloads. Periods are expressed as days or weeks, based on the value in the Period Type processing option. Enter a value within a range of 1 to 52. Blank: 14.
2. Period Type | Enter a value from the UDC 48/PT (Period Type) that the system uses to group the display of assigned hours and capacity hours for a resource. Blank: Days.
3. Supply/Demand Inclusion Rule | Enter a value from the UDC 40/RV (Inclusion Version) that the system uses to calculate availability. For assignments at the work order level, the system determines if the assignment is included in availability calculations by using the rule in this processing option, the work order document type (DCTO), and the work order status (SRST). For assignments at the labor detail level, the system determines if the assignment is included in availability calculations by using the rule in this processing option, the work order document type, and the operation status (OPST). Blank: The system calculates availability by using all assignments that have been identified for inclusion.
4. Calculate Totals | Specify whether the system calculates and displays the total lines for resource assignments. Values are: Blank: Do not display total lines. 1: Display (calculate) total lines. Note. Enabling this option might cause performance degradation.

#### Viewing Related Purchase Orders

You often need to inquire on the status of a purchase order that is tied to an equipment work order.

To view a purchase order that is related to an equipment work order, click the link in the Related Purchase Order column on the View Work Order form. The system displays the details of the purchase order for view only; no changes to the purchase order are allowed. If no purchase order records are found, the system displays a message in the header.

#### Setting Processing Options for the Related Purchase Orders Program (P134310E)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Use this processing options to specify the default value that the system uses to search for purchase orders.

1. Order Type | Enter a value from UDC 00/DT (Document Type - All Documents) that specifies the document type for purchase orders. The system uses this value when searching for purchase orders.

Display

Use these processing options to control the information that the system displays.

1. From Status Code | Enter a value from UDC 40/AT (Activity/Status Codes) that specifies the beginning code in the range of status codes that the system uses when searching for purchase order detail lines. This processing option works in conjunction with the Status to Use processing option.
2. To Status Code | Enter a value from UDC 40/AT (Activity/Status Codes) that specifies the ending code in the range of status codes that the system uses when searching for purchase order detail lines. This processing option works in conjunction with the Status to Use processing option.
3. Status to Use | Specify whether the system applies the From and To status range to the last status or the next status when searching for purchase order detail lines. This processing option works in conjunction with the From Status Code and the To Status Code processing options. Values are: Blank: The system applies the From and To status range to the Next Status code. 1: The system applies the From and To status range to the Last Status code.
4. Display Component Lines | Specify whether the system displays kit component lines or only the parent line. Values are: Blank: The system displays only the parent line. 1: The system displays kit component lines.
5. Display Supplier Item Number | Specify whether the system displays the suppler cross-reference item number. Values are: Blank: Do not display the supplier cross-reference item number. 1: Display the supplier cross-reference item number.

### Managing Cases

This section provides an overview of managing cases and discusses how to:

- View cases.

- Set processing options for the Work with Cases program (P17500E).

- Create and update cases.

- Set processing options for the Case Entry program (P17501E).

#### Understanding Managing Cases

Cases enable an organization to create a central point-of-contact for all maintenance issues. The Managing Cases entry point enables you to link to a variety of case information from one single form. This feature reduces the time that you spend calling and following up with the maintenance group.

The Manage Cases shortcut is a link to the Work with Cases program (P17500E). From this workspace, you can:

- View cases.

- Create and update cases.

#### Viewing Cases

You must be able to inquire and respond to a case quickly. To locate a case or a group of cases, you can use a variety of criteria. Here are some of the available fields that can be used to search for requests:

- Originator

- Equipment number

- Date

- Status

To search for a case, you use the Work with Case program (P17500E). Once the desired records are located, you can access other request information by using the links in the grid columns.

If you want to see detail information on the case and no detail exists, the system displays a message to inform you that no data exists for the selected case.

#### Setting Processing Options for the Work with Cases Program (P17500E)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Use these processing options to specify default values for the system.

1. User ID | Specify whether the system enters the user as the default value in the Originator field. The system displays cases that are originated by the user. Values are: Blank: Do not enter the user as the default value in the Originator field. 1: Enter the user as the default value in the Originator field.
2. From Status Code | Enter a value from UDC 17/ST (Case Status) that specifies the from status. The system displays only those cases that match the status specified in the processing options for the from status and to status.
3. To Status Code | Enter a value from UDC 17/ST (Case Status) that specifies the to status. The system displays only those cases that match the status specified in the processing options for from status and to status.
4. Number of days to use for filter | Specify the number of days that the system uses to calculate the from date and to date. The system displays cases only within this date range. Blank: From/To Date are not populated.

Display

Control the information that the system displays.

1. Attachments | Specify whether the system displays attachments. Values are: Blank: Display attachments. 1: Do not display attachments.

Versions

Specify the version that the system uses when you select the associated program.

1. Case Entry (P17501E) Version | Specify the version of the Case Entry program (P17501E) that the system uses when you add a new case or select a specific request to review. Blank: ZJDE0001.

#### Creating and Updating Cases

Case information includes basic data, such as equipment number, description, and the originator, that defines the issue. You can also provide additional information to help identify issues. You can view and update the information on cases previously created, or you can create new cases.

To view or update an existing case, click the link in the Failure Description column on the View Case Records form. The detail information for the selected maintenance appears. You can review the information or update the text information that is attached to the case.

To create a new case, click Add on the View Case Records form. When you create a case, only the basic information is required by the system.

#### Setting Processing Options for the Case Entry Program (P17501E)

Processing options enable you to specify the default processing for programs and reports.

Process

Use these processing options to specify how the system processes information.

1. Attachments | Specify whether the system displays attachments when you update case records. Values are: Blank: Display attachments when you update records. 1: Do not display attachments when you update records. Note. The system always displays attachments when you add case records.

Versions

Specify the version that the system uses when you select the associated program.

1. Case Master Business Function (P1700140) Version | Specify the version of the Case MBF (P1700140) that the system uses to process the data. Blank: ZJDE0001.