Initial Exercises - Work Requests 1

Initial Exercises - Work Requests 1

Purpose: The purpose of these initial exercises is that the instructor will use them for demonstrating the basic functionality in the course Work Requests, which entails:

• Create Fault Report

• Create Work Request

• Create Service Request

• Handle WO Quotation

Create Fault Report

Purpose: The purpose of this exercise is to introduce you to the basic functionality of the Work Requests course, and to help you understand how to create fault reports.

Prerequisites: The table below lists all course data needed to perform this initial exercise.

Windows:
Fault Report

Steps: To complete this exercise, perform the following steps.

1. Open the Fault Report window.
2. Create a new fault report (F5).
3. In the Reported By field, enter the signature of the person who created the fault report. Use the List of Values (F8). 
4. In the Directive field, enter the following description of the fault: The pump is leaking.
5. In the Maint. Org. field, select the maintenance organization that will receive the fault report. Use the List of Values (F8).
6. Save the new fault report (F12).

Note: All the above steps are required. You can enter additional information in the More Information about the Fault section. All entries in the Fault Report window can also be made in the Prepare Work Order window, where you can link additional information to work orders.

Create Work Request

Purpose: The purpose of this exercise is to introduce you to the basic functionality of the Work Requests course and to help you understand how to create work requests.

Prerequisites: The table below lists all data needed to perform this initial exercise.

Windows:
Active Work Requests

1. Open the Active Work Requests window.
2. Create a new work request (F5).
3. In the Maint. Org. field, select the maintenance organization that will receive the work request. Use the List of Values (F8).
4. In the Directive field, enter the following description of the requested work: Repainting of the machine.
5. In the Reported By field, enter the signature of the person who created the work request. Use the List of Values (F8).
6. Save the new work request (F12).

Note: All the above steps are required. You can enter other information in this window. All entries that in this window can also be made in the Prepare Work Order window, where you can link additional information to work orders.

Create Service Request

Purpose: The purpose of this exercise is to introduce you to the basic functionality of the Work Requests course and to show you how to create and prepare a service request.

Prerequisites: The table below lists all data needed to perform this initial exercise.

Windows:
Service Request

1. Open the Service Request window. 
2. Create a new service request (F5).
3. In the Reported By field, select the signature of the person who made this record. Use the List of Values (F8).
4. In the Contact and Phone No fields, enter the name and phone number of the person who requested the service.
5. In the Directive field, enter a brief description of the service to be performed or the fault that was observed.
6. In the Customer Name field, select an appropriate customer. Use the List of Values (F8).
7. In the Maint. Org. field, select the maintenance organization that will be the one that will execute this service request. Use the List of Values (F8).
8. Save the new information (F12).
9. In the General tab, right-click and then click Objects for Customer. Note that this option is available only for equipment objects.
10. Select an appropriate object in the upper table.
11. Click Select to confirm the selection.
12. Save the new information (F12).

Handle WO Quotation

Purpose: The purpose of this exercise is to introduce you to the basic functionality of the Work Requests course and to show you how to create and prepare a work order quotation.

Prerequisites: The table below lists all data needed to perform this initial exercise.

Windows:
Prepare Work Order Quotation

1. Open the Prepare Work Order Quotation window.
2. Create a new work order quotation (F5).
3. Enter a number for this revision in the Revision field.
4. In the Description field, enter a brief description of the quotation, e.g., Request for service of copy machine.
5. In the Valid To field, enter the date to which the quotation is valid.
6. Save (F12) the new quotation.
7. Click the Customer tab.
8. In the Customer ID field, select an appropriate customer using the List of Values (F8).
9. Save the new record (F12).
10. Click the Prepare tab.
11. Create a work order from this quotation (F5).
12. If not already done, enter a brief description of the work to be performed in the Directive field, e.g., Replacement of bearings.
13. In the Reported By field, enter the signature of the person who created this quotation work order. Use the List of Values (F8).
14. In the Object ID field, select an object ID from the List of Values.
15. In the Maint. Org. field, select the maintenance organization that will be responsible for the work order. Use the List of Values (F8).
16. In the Work Type field, select an appropriate work type. Use the List of Values (F8).
17. Save (F12) the new record.
18. Right-click and click Print Quotation and Change Status.
19. Next right-click and click Follow up.
20. Close the Prepare Work Order Quotation window.

Note: Continue by following up on the work order quotation. This is done in the Follow Up on Work Order Quotation dialog. To follow up on a quotation, you must have changed its status to Follow Up.