Path: Organization > Tasks > Master Check
Master Check records can be marked as Create Corrective WO, which triggers a corrective Work Order when Fail or out-of-range values are added to the Check Results from the Work Order. Information on the Master Check window transfers to the Check Entry flyout that is opened from the Work Order Action Menu.
Both individual Master Checks and the grouped checks can be added to the Task > Task Check Group window or to Task / Task Check List Tab.
Create Corrective WO
A check mark in Create Corrective WO box causes fields in the Defaults section of the Master Check record to be required.
Defaults Section
The Defaults section information is required to create the corrective Work Order. Trade is not a required field, which allows you to change the Trade on the Corrective WO if needed. Also, if the Trade field is not populated, the Trade from the Current Work Order is copied to the new corrective Work Order.
Master Checks and Work Orders
When a Task with checks is added to a Work Order, the checks are available on the Work Order window where you can pass or fail the list of checks. Select Check Results on the Work Order Action Menu to open the Check Results flyout. The same functionality is also available from Transactions > Quick Post > Quick Post Check Result.
Once you have completed the required fields, select the Enter Check Results button to display the list of checks.
In the previous screenshot, the first line was marked as Fail. A Fail automatically causes the Create Corrective Work Order flyout to open. The required fields are populated using information from the Default section of the Task > Master Check record.
When you select Save on the Create Corrective Work Order flyout, the Corrective WO# is shown as *New1 as illustrated below.
Once you choose Save on the Check Results flyout, the Corrective WO# is changed to a standard Work Order number.
Meter Readings and Corrective Work Order
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.
If conditions are met, meter readings are transferred to the item Meters Tab. This applies to Quick Post Check Result as well.
If the Master Check Control field selection is Both P & I, you have the option to designate a Meter Type Code and indicate the Upper Limit and Lower Limit range. And, if you complete these fields and mark Create Corrective WO, a corrective Work Order is generated as described in the Master Checks and Work Order topic above.
In addition, a reading entered on the Work Order Check Results flyout for Both P & I is automatically added to the item record on the Meters Tab. Be sure the Master Check record has a Meter Type Code.