New Task Check Group Window
Path: Organization > Task > Task Check Group
Master Checks can now be assembled as a group using the new Task Check Group window.
If you use the same series of checks for many Tasks, you can create a Task Check Group of Master checks.
Task Check Groups are available for selection on Task > Records / Task Check List Tab.
Both Master Checks and Task Check Groups can be selected on the Task / Task Check List Tab.
NOTE: All tasks within a Task Check Group have the same Order #. On the Task Check List Tab, you can change the Order # for a group entry, and all checks in the group will change to the new number.
Master Check Window Enhancements
Path: Organization > Task > Master Check
The Master Check window has been enhanced to accommodate changes to the Check Entry flyout that is opened from the WO Action Menu. Settings made on the Master Check can trigger Corrective WOs for failed checks. Also, meter readings can be transferred to the item Meters Tab if conditions are met. This applies to Quick Post Check Result as well.
Create Corrective WO check box: Mark this box if you want a failed check to trigger a Corrective WO. In addition, a mark in this box causes the Default section fields to be required.
Defaults Section: The entries in this section are used on the Create Corrective Work Order flyout when a check is marked Fail on the Check Result flyout.
New Control Fields: The Meter Type Code is used to identify meters on individual item Meter Tabs. When the same Meter Type Code is selected for a Master Check, new readings that are entered on the Check Result flyout are also recorded on the item Meter Tab when the Check Result is saved.
Upper/Lower Limit Fields: When the Control is Both P & I, you can enter the range values for check readings. If the value falls outside the range, it triggers a Corrective WO when entered on the WO Check Result flyout.
Work Order Results Enhancements
Path: Transactions > Work Order > Records: Action Menu – Check Results
Entries made from the Work Order Action Menu Check Results flyout can trigger corrective WOs for failed checks. In addition, qualifying meter readings entered on the Check Results flyout are transferred to the item’s Meters Tab. This also applies to Quick Post Check Results.
Pre-requisites to Use the Feature
- Master Check records completed as described in the previous topic
- Task record that includes the Master Check on the Task Check List
- MWI / Meters Tab with Meter entry that has Meter Type that matches the Master Check
- Work Order with a Task that includes Task Check List
When you click Save on the Check Entry flyout, a Work Order number is assigned.
If the WO concerns MWI that have meters with a Meter Type and the Meter Type matches the Master Check, an Input value for a new reading is transferred to the item record Meters Tab.
If you mark the Fail radio button, the Create Corrective Work Order flyout opens with all the required fields completed. These are taken from the Master Task record. You can make changes or additions as needed before you click Save on the flyout.
The new work order has a temporary number “*New1”.
When you click Save on the Check Entry flyout, a Work Order number is assigned.
If the WO concerns MWI that have meters with a Meter Type and the Meter Type matches the Master Check, an Input value for a new reading is transferred to the item record Meters Tab.