Policy for performing activities on unplanned work orders

Select the policy to apply for performing activities on unplanned work orders. Your options are: • Do not allow activity on work orders on which planning has not been completed • Allow activity, but always warn the user first that planning has not been completed • Allow activity and do not warn the user.

	See Also

Receiving rentals

When this option is selected, receiving an equipment rental for a work order task will cause the system to update the task’s status to “Work Started”.

	See Also

Charging time

When this option is selected, entering a timecard for a work order task will cause the system to update the task’s status to “Work Started”.

	See Also

Using tools

When this option is selected, reporting tool usage for a work order task will cause the system to update the task’s status to “Work Started”.

	See Also

Issuing materials

When this option is selected, entering issuing material for a work order task will cause the system to update the task’s status to “Work Started”.

	See Also

Receiving purchases

When this option is selected, receiving a purchase order line for a work order task will cause the system to update the task’s status to “Work Started”.

	See Also

Using rentals

When this option is selected, reporting rental equipment usage for a work order task will cause the system to update the task’s status to “Work Started”.

	See Also

Issuing tools

When this option is selected, issuing a tool for a work order task will cause the system to update the task’s status to “Work Started”.

	See Also

Acknowledging services

When this option is selected, entering a service acknowledgment for a work order task will cause the system to update the task’s status to “Work Started”.

	See Also

Shipping units for repair

When this option is selected, creating a shipping transaction for an external repair of a serialized resource will cause the system to update the task’s status to “Work Started”.

	See Also

Checksheet creation

When this option is selected, creating a checksheet will cause the system to update the task’s status to “Work Started”.

	See Also

Process activity reports immediately as they are entered

This setting control when activity reports are processed at this site. When you select this option, activity reports are processed immediately when the user clicks OK on the Activity Report dialog. This is the default setting. If you clear this option, processing will be deferred until it is manually requested. This allows a supervisor or team leader to review activity reports before they are processed.

	See Also

Auto create timecards

This setting allows you to control whether timecards are automatically created whenever activity is reported on a work order task.

	See Also

Timecards created for

Specify whether you only want a single timecard to be created for the current employee, or whether you want timecards to be created for every trade requirement on the task. If any of the trade requirements involve more than one person, a separate timecard is created for the number of people specified for that requirement.

	See Also

Auto create equipment usage transactions

Select whether equipment usage transactions are automatically created for planned rental equipment requirements when activity is reported on a work order task.

	See Also

Auto create service acknowledgments

Select whether service acknowledgments are automatically created for planned service requirements when activity is reported on a work order task.

	See Also

Auto create tool usage

Select whether tool usage transactions are automatically created for planned tool requirements when activity is reported on a work order task.

	See Also

Auto create issue transactions for stores materials

Select whether issue transactions are automatically created for planned material issues when activity is reported on a work order task.

	See Also

Planned start date prompting

Select whether or not the system will enter a default planned start date and time when a new work order task is created: • Prompt the work order task’s planned start date: The system enters the current date and time as the default start date. Planners will be able to change this default date. • Do not prompt the work order task’s planned start date: The system leaves the planned start date blank, and the planner must enter a date. A warning message is displayed if the planned start date is blank when the task is saved. Note: This policy does not affect work orders triggered from standard jobs. If the work order has been created from a triggered standard job, the system will still enter a planned start date.

	See Also

**Work order report

The report that will be used to print work orders when work packages are printed. To use the standard APM report, select Work order form.

	See Also

**Work order task report

The report that will be used to print work order tasks when work packages are printed. To use the standard APM report, select the Work order task form.

	See Also

Standard document report

The form that will be used to print standard documents when work packages are printed. To use the standard APM report, select the Standard document version.

	See Also

Checksheet form

Select the report form to use when printing the work package for a checksheet.

	See Also

Save printed work package reports

The printed work package report is saved in the History view for the schedule, work order or work order task.

	See Also

Default status for activity reporting

The default completion status that will be used when a new activity report is created for a work order task, if the task does not yet have a completion status. Users will be able to change this status on the activity report.

	See Also

Default status for work order closing

The default completion status that will be used when a work order task is closed. Users will be able to change this status in the Close Task dialog.

	See Also

Default status for troubleshooter timecards

The default completion status that will be used for work order tasks created for troubleshooter timecards.

	See Also

Display message when closing work order and purchasing documents remain open

When users close work orders that have open purchasing documents, APM displays a message informing them of the fact.

	See Also

Send notifications when purchasing documents remain open after work order tasks are closed

Select this option to have the system check for open purchase orders and open requests for quotation (RFQs) that are related to a work order when the work order task is being closed. If open purchase orders or RFQs are found, APM sends notifications to the employees selected in the options on this tab.

	See Also

Notification method

Select how employees are notified that there are open purchasing documents when a work order task is closed: • Using email • Using bookmarks • Using both email and bookmarks

	See Also

Notify the buyer

Select this option to notify the buyer that a purchasing document is still open when a work order task is closed.

	See Also

Notify the planner

Select this option to notify the planner that a purchasing document is still open when a work order task is closed.

	See Also

Notify other employees

Select this option to notify other selected employees that a purchasing document is still open when a work order task is closed. Click Browse to select the employees who should be notified.

	See Also

Format to use

The format to use for the document numbers. The format determines the number of digits in the document number and whether or not the number should be padded with zeros. Document numbers must be unique for objects within each site. The maximum number of digits in a document number is eight. For example, a format that says “%.6u” would generate six-digit numbers padded with zeros: 001234. • % indicates the start of the number definition. • .6 indicates that the numbers should have six digits. Numbers with less than six digits will be padded with zeros. • u indicates that the number is an unsigned integer (that is, it cannot be a negative number). You can also add a site-specific prefix or suffix to ensure that document numbers are unique across the whole enterprise. Enter a prefix before the % sign. Enter a suffix at the end of the format. For example, you could add the letter “R” as a prefix to refer to the site that owns the object, such as R-001234. In this example, you would enter a format that says: R-%.6u, where R- is the prefix.

	See Also

Next Number

The next consecutive number for the document. APM enters this number automatically and will check all used numbers to fill in any blanks in the series.

	See Also

Work request options

This policy determines how APM responds when either a failure mode or problem is identified on a work request. The policy applies to both the request title and description. The choices are: • Request properties are always updated with the referenced item’s information • Request properties are updated only if they are blank

	See Also