View Work Details

The View Work Details dialog box lets you view all of the work details that are associated with the Asset or Location field in the current record. The work details reside in the four tabs of the dialog box, as follows:

Work tab — lists all of  the tickets and work orders associated with the asset or location

Preventive Maintenance tab — lists all of the future preventive maintenance work associated with the asset or location

Collections tab — lists all of the collections of which the asset or location is a member

Routes tab —  lists all of the routes of which the asset or location is a member        

You can access the View Work Details dialog box from more than one application.         

The word “tickets” is a generic term for service requests, incidents, and problems.

If appropriate, you can relate any of the tickets and work orders on the Work tab to the current record. If the current record is a global issue, you can relate the tickets to the global issue.

To view work details for an asset or a location:

  1. Display the record for which you want to view work details.

  2. Click Detail Menu next to the Asset or Location field, and then select View Work Details. The system displays the View Work Details dialog box.

Note: If the field is null, the option is unavailable.

The field from where you launch the dialog box determines the results set. If you launch it from the Asset field, the system lists all of the work details associated with the value in the Asset field. If you launch it from the Location field, you see all of the work details associated with the value in the Location field.  

  1. Select any combination of the following check boxes to filter the type of records that the system lists:

  2. Include Children? (selected by default). The system displays all work orders, tickets, preventive maintenance, routes, and collections records associated with the asset or location, and the child work orders that have the same asset or location. To exclude the child work orders, clear the Include Children? check box.

  3. Include Ancestors? (selected by default). The system displays all work orders, tickets, preventive maintenance, routes, and collections records associated with the asset or location, and the ancestors of the work orders with the same asset or location. To exclude the ancestors, clear the Include Ancestors? check box.

  4. Include History? (not selected by default). The system displays all work orders, tickets, preventive maintenance, routes, and collections records associated with the asset, and the historical (archived) tickets and work orders with the same asset or location. To include the historical records, click the Include History? check box.

  1. Click Refresh.

  2. Click on the tabs to view the work details (filtered by your check box selections) that are associated with the asset or location.

If column headings are underlined, you can sort column information by clicking the headings. You can also filter the display on each tab by clicking Filter .

To view more details of a record, click Detail Menu next to its identifier. The system opens that record in its application.

  1. When you have finished viewing the work details, click OK to close the dialog box.

To relate tickets and work orders to the current record:

  1. Complete steps 1 through 5, above, to list all of the tickets and work orders associated with the asset or location.

  1. On the Work tab, select the check box next to each record that you want to relate to the current record.

  2. Complete one of the following options to relate the selected tickets and work orders to the current ticket:

  3. Click OK. The system relates the records and closes the dialog box.

Note: To view the relationship between records, or to break the relationship, use the Related Records tab of the application.