Tasks

Creating a Troubleshooter Timecard for an Asset

To enter time spent on troubleshooting that was not part of a planned work order, you can create and fill out a troubleshooter timecard.

If you have several jobs to enter, you can enter them all at once using a troubleshooter timesheet. For instructions on creating a troubleshooter timesheet, please see Creating a Troubleshooter Timesheet.

To Create a Troubleshooter Timecard

1.	Select the site's Assets view.

2.	Find the asset that you want to create the timecard for. To expand the hierarchy and see more assets, click on the plus signs ().

3.	Right-click the asset, and select New, and then select Troubleshooter Timecard. The New Troubleshooter Timecard dialog appears.

4.	Complete the Work details:

Setting Name

Description

Asset worked on

Make sure that the asset that was worked on is correct. To select an asset, click Browse. Select the asset in the selector dialog, and then click OK

Date work performed

Enter the date on which the troubleshooting work was done.

Hours worked

Enter the total number of hours spent on this troubleshooting task.

Standard task

Select the standard task that represents the type of work that was done. The system uses the selected task to create a work order that represents the completed work. Only standard tasks for the asset worked on, and that have been set as troubleshooter standard tasks can be selected.

Problem

The problem that the troubleshooter worked on during this time. If you are entering a new troubleshooting timecard, select the appropriate problem from the list.

Cause

Select the cause of the troubleshooting problem. If an appropriate cause is not in the list, you can enter a new one by right-clicking in the Cause box and clicking New.

Remedy

The remedy that was used to fix the troubleshooting problem.

5.	If there were any delays in completing the work, click New. The New Troubleshooter Timecard dialog appears. For example:

6.	Select why the work was delayed from the Reason for the delay list, enter how long the delay was in the Delay length box, and then click OK.

7.

To create a work request to complete the remaining work, select the Additional Work tab, and then select Yes, additional work is required option and then type a note about the work that is required in the Description box. If appropriate, enter a Completion date for the additional work and select the Maintenance group that should perform the work.

Note: The text entered in the Description box will be the title of the new work request.

8.	Select the Comments tab to enter any comments.

9.	To check that the employee and charging information is correct, select the Details tab.

10.	Select the Contractor tab to enter the Purchase order and Line information.

11.	Select the Distribution tab to enter the Rate type, Cost type and Account information

12.	When you are finished entering information, click OK. APM saves and posts the labor charges, and if selected, creates a work request.

Note: To view the work request, see Viewing Follow-up Work Requests Created from Troubleshooter Timecards.