Work Order Tracking (Tr) and Quick Reporting (Tr) have a field that lets you determine if the system should display a maintenance alert.
The Maintenance Alert? check box specifies whether the system should display a maintenance alert when you first save a work order, or when you save the work order upon reaching a specified status. If the check box is selected, a maintenance alert will be displayed when the work order is saved at the specified status. The field is editable; you can turn the maintenance alert feature on or off for your own work order.
A maintenance alert displays the Select Work Orders and PMs dialog box, which shows any deferred or outstanding work orders on the asset that is specified on the work order. It also shows any work orders on that asset's children, grandchildren, etc. And it shows any PMs that are currently due or will become due on that set of assets, showing the date and meter readings at which these PMs are due.
In Work Order Tracking (Tr) or Quick Reporting (Tr), enter a new work order, or display an existing one.
Display the Maintenance Alert? check box. To do this:
In Work Order Tracking (Tr), click the Work Order tab.
In Quick Reporting, click the Quick Reporting tab.
If necessary, select the Maintenance Alert? check box. (Your system administrator might have specified that Maintenance Alert? is selected by default for the current status.)
Click Save Work Order .
The system displays the Select Work Orders and PMs dialog box. It shows any existing work orders and upcoming PMs for the asset and for its children, grandchildren, and so on. You can select any or all of the listed work orders and PMs to associate them with the current work order.
On the Select Work Orders and PMs dialog box, select the check box next to any listed work order and/or PM that you want to associate with the current work order.
Click OK.
The system associates the selected work orders and PMs with the current work order as child work orders.
Note: Your system administrator sets the parameters for maintenance alerts in Organizations (Tr). Parameters include whether maintenance alerts are on or off by default, and the status(es) at which the alert should be displayed.
To view child work orders, click the Plans tab, and view the Children of Work Order table.
After the system has displayed the Select Work Orders and PMs dialog box, it clears the Maintenance Alert? check box to prevent the page from being displayed on every save of the work order. You can select the check box again if you want to see the Select Work Orders and PMs dialog box again.
Select Work Orders and PMs also provides a way to view the asset hierarchy of the asset on the work order. Select Open Drilldown from the Asset field's Detail Menu to display the Drilldown dialog box.
The Drilldown lets you navigate to any point in the hierarchy and select an asset number. You can then return to the Select Work Orders and PMs dialog box and see all open work orders and PMs for the asset that you selected in the hierarchy (including those for its children, grandchildren, etc.).