Work Order Information/Update Work Order
Data Source: Not Applicable

The Work Order Information screen can be accessed from the Work Order Details screen by selecting the Click here to update work order link.
Note:
If the Update Work Order screen is accessed through Product Support - Supervisor - Technician Availability tab only the Segment, Technician, Estimated Completion, DDC, Estimated Hours, and Priority fields can be changed/appear.
The Work Order Information screen allows you to update the selected work order.
The following is a description of the fields that appear on the Work Order Information screen:
Work Order Information | |
---|---|
Field | Description |
Segment | The work order segment number. |
Technician | The name of the technician who serviced the work order. |
Estimated Completion | The estimated date the service on the work order will be complete. |
Estimated Hours | The estimated hours the service on the work order will take to complete. |
Priority | The priority code on the service of the work order. The order in which the service on the work order is completed. |
Shop | The shop number where the unit was serviced. |
Bay | The bay number within the shop where the unit was serviced. |
The following is a description of the fields that appear on the Work Order Information screen:
Update Work Order | |
---|---|
Field | Description |
Segment | Defaults to all segments, which indicated that all segments will be updated. |
Technician | The number of the default technician assigned to work on the job. |
Estimated Completion | The estimated date the service on the work order will be completed. |
DDC or to Blanks |
The Downtime Delay Code, which indicates why there was a delay in completing the segment. The to Blanks checkbox, fills in the Downtime Delay Code with spaces (if spaces are set up as a valid code). |
Estimated Hours | The estimated hours the service on the work order will be completed. |
Priority or to Blanks |
Identifies the priority of this work order/segment in relation to the other work order/segments for this technician. You can enter up to two digits. For example, if you use priorities 1, 2 and 3, you can always code another work order/segment with 1A which will place it between priorities 1 and 2. The to Blanks checkbox, fills in the Priority Code with spaces. |
Select the Click here to import the current segment values link to update the Segment, Technician, Estimated Completion, and Estimated Hours field values import information from the corresponding work order segment.
The following buttons allow you to complete your work on the Work Order Information/Update Work Order screens:
Button | Function |
---|---|
Save | Saves changes made on the Work Order Information screen. |
Close | Closes the screen you are currently on without saving and returns to the Work Order Details screen. |

The Update Work Order screens can be accessed from the Segments tab by selecting Mass Change from the Work Order Options pop-up menu
Note:
If the Update Work Order screen is accessed through Product Support - Supervisor - Technician Availability tab only the Segment, Technician, Estimated Completion, DDC, Estimated Hours, and Priority fields can be changed/appear.
The Update Work Order screen allows you to apply a mass update to all work order segments at once.
Note:
The Work Order Information section will only appear when accessing the screen through Product Support - Supervisor - Technician Availability tab.
The following is a description of the fields that appear on the Update Work Order screen:
Field | Description |
---|---|
Segment | Defaults to all segments, which indicated that all segments will be updated. |
Status | The status of the segment on the work order (e.g. active, customer, warranty, internal, or signed off). |
Technician | The number of the default technician assigned to work on the job. |
Pricing Customer | The customer number to be used for pricing the work. |
Shop/Bay | Select the shop/bay assigned to the segments. Shops & bays are defined on the Shops and Bays screens. These values are used specifically for service scheduling. |
Type or to Blanks |
The type of repair. The values for this field are loaded on the Types screen. The to Blanks checkbox, fills in the Type Code with spaces. |
Reason or to Blanks |
The reason for the repair. The values for this field are loaded on the Reasons screen. The to Blanks checkbox, fills in the Reason Code with spaces. |
DDC or to Blanks |
The Downtime Delay Code, which indicates why there was a delay in completing the segment. The to Blanks checkbox, fills in the Downtime Delay Code with spaces (if spaces are set up as a valid code). |
Priority or to Blanks |
Identifies the priority of this work order/segment in relation to the other work order/segments for this technician. You can enter up to two digits. For example, if you use priorities 1, 2 and 3, you can always code another work order/segment with 1A which will place it between priorities 1 and 2. The to Blanks checkbox, fills in the Priority Code with spaces. |
Labor G/L | The default labor G/L account when posting hours. |
Customer G/L |
Cash code 5 (customer) charges will be posted to the G/L account that appears in this field. |
Warranty G/L |
Cash code 7 (warranty) charges will be posted to the G/L account that appears in this field. |
Internal G/L |
Cash code 8 (internal) charges will be posted to the G/L account that appears in this field. |
Date Started | The date the work on the work order started or when it is scheduled to start. |
Estimated Completion | The estimated date the service on the work order will be completed. |
Select the Click here to import the current segment values link to update the Segment, Technician, Estimated Completion, and Estimated Hours field values import information from the corresponding work order segment.
The following buttons allow you to complete your work on the Update Work Order screen:
Button | Function |
---|---|
Save | Saves changes made on the Update Work Order screen. |
Close | Closes the screen you are currently on without saving and returns to the Update Work Order screen. |