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Settings

Setting Activity Reporting Options

When users report activity or close work orders, there are several types of transactions and other information that might be entered. You can control the types of transactions and information that can be included on the Report Activity dialog. For example, if your organization does not track tool and equipment rentals, you might want to remove that tab from the dialogs.
Removing unused transactions and information from the report activity dialog can improve system performance when closing or reporting activity for large numbers of work orders and tasks.
You can set the policy for performing activities on work orders that have not been marked as planned. For more information, see Unplanned Work Policy. You can also set the policy for processing activity reports.

To Set up Work Order Reporting Options

1.
From the Site window, select the Work Management view and the Settings tab. Select the Work Orders tab and the Work management settings node in the tree.
Tip: You can also select the Administration menu and then Work Management Settings. The Work Management Settings dialog appears.
2.
Select the Activity Reporting tab and click Edit.
 
3.
Select the policy for performing activities on unplanned work orders:
Setting Name
Description
Policy for Unplanned Work Orders
You can set a rule that determines whether or not users can perform activities on unplanned work orders. An unplanned work order is a work order with a status of New or In Planning. A work order is considered to be planned when either it has been approved (if approval is required) or the Mark as Planned option has been used.
The options for the policy 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 on the work order.
•
Allow activity and do not warn the user
If you select “Do not allow activity”, users cannot perform the following actions on unplanned tasks:
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Creating activity reports
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Closing a work order or task
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Creating transactions (timecards, issues, swaps, transfers, and so on)
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Scheduling a work order or task
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Creating a pick list
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Creating a requisition
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Creating purchase orders
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Downloading a checksheet to a mobile device
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Entering indicator readings
4.
Select additional options to indicate the types of transactions that indicate that work has started on a task:
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”.
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”.
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”.
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”.
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”.
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”.
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”.
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”.
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”.
Checksheet creation
When this option is selected, creating a checksheet will cause the system to update the task’s status to “Work Started”.
5.
Set the policy for activity reports:
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.
Auto create timecards
This setting allows you to control whether timecards are automatically created whenever activity is reported on a work order task.
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.
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.
Auto create service acknowledgments
Select whether service acknowledgments are automatically created for planned service requirements when activity is reported on a work order task.
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.
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.