The procedure to create a new repairs work template is as follows:
- Navigate to Quick Menu > Work Template > Configuration > Configure Work Templates. The Work Templates window is displayed.
- Click on New Template
1. All fields are activated ready for data entry.
- Using the Company drop-down field, multi-select all companies for which this repairs work template is relevant, or choose the All option, as required
1.
- Enter a Name for the new repairs work template into the field provided 2 2.
- Enter a custom Code identifier for the repairs work template into the field provided.
- Using the Category drop-down field, select the classification parameter applicable to the repairs work template i.e. the focus area for its deployment 3.
- Use the Description field to add contextual information relevant to the repairs work template.
- Using the Priority drop-down field, select a parameter value appropriate for the repairs work template, which will be ascribed to all cascading tasks e.g. Emergency, Urgent, Routine Repair, etc. The Start date and Completion date for each task will be derived from the rules linked to the Priority parameter value selected.
- Using the Repair type drop-down field, select a parameter value to classify those repairs managed through the work template 4.
- Using the Analysis drop-down field, select a parameter value to characterise the nature of all works orders generated from the template.
- Using the Contracts drop-down field, multi-select all contracts to be available for fulfilment of the resulting works orders.
- Using the Delivery type drop-down field, select a parameter value to denote the method by which material parts will be delivered to the job site; use the adjacent spy-glass icon (
) to capture the relevant Delivery Address for the material parts.
- Choose an Effective from date for this repairs work template i.e. the date on which it came into effect 5.
- Choose an Effective to date if the repairs work template is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the template will be continually valid.
- Click on Save 6. A unique system-generated reference number is assigned to the new record 7.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.
2 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all repairs work templates.
Note
1 Upon first access, all fields are automatically activated ready for data entry; hence the New Template button is inactive.
2 System validation rules ensure that the name entered for each repairs work template is unique for the effective period.
3 These custom values can be populated by the end user via the system parameter entitled Work Template Category.
4 These custom values can be populated by the end user via the system parameter entitled Repair Type.
5 The Effective from date defaults to the current system date and cannot be left blank.
6 To amend the details of an existing repairs work template, select the desired record from the hierarchical list, or type its name into the Search Template field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.
7 Steered entirely by the end user, a reference number convention must be predefined for the Work Template Reference entity.
See related topics...
Understanding work templates
To add a SOR code to a repairs work template
To clone a repairs work template
To define a reference number syntax
