Work Request Campaign Manager

Campaign/Recall Management Overview

The Recall/Campaign functionality allows you to automatically create work request jobs and alert technicians about the pending recalls and campaigns when the unit work order is opened.

Jobs created under the Recall/Campaign Management module can be defined by many different criteria. M5 tracks job history as well as time and costs associated with the recall/campaign. To view work requests created by a campaign/recall, use the Work Request Query frame.

Work Request Parameters

Job Code - The Job Code is a required field. Enter a valid Job Code or double-click in the field to select from the List of Values.
Job Reason - The Job Visit Reason is a required field. Enter a valid Job Reason or double-click in the field to select one from the List of Values.

General tab

Contact Information

Reported By - Enter a valid Employee ID.
Contact Phone - Enter a contact phone number.
Requisition/Reference - Enter a requisition/reference number.
Direct Account Number - Enter a direct account number if the direct account should be charged.

Schedule Information

Maintenance Location - Enter a valid location from Location Main as the default Maintenance Location for the campaign.
Priority - Select a value zero through nine from the dropdown (0 - Lowest, 5 - Medium, 9 - Highest).
Crew Size - Enter the number required to complete job.
Span Shifts - Select the checkbox if the job can span shifts.
Spread Due Dates - Select the checkbox to spread the dates.
Potential Warranty Violation - If this could be a potential warranty job, set to Yes.
Send to Vendor - Client specific functionality. Works by using the Standard Job Tech Spec and is a notification to vendors that will follow through to the work request and work order. Also involved in the Shop Planning module.

Dates

You must enter an Earliest Date, Preferred Date, and a Latest Date.

Notes

The Notes section has fields for general Notes, Warranty Complaint Note, Warranty Cause Note, and Warranty Correction Note. If System Flag 5278 is set to Y to require the 3C notes on Warranty Claim Manager, the Warranty note fields are required.

Inclusions tab

In order to select a Field for inclusion, select the checkbox in the Enable column. The Operator field is where the conditions are set for this report, the default is equal. Use the dropdown menu to view available operators.

From the Value column dropdown, select the value.

Inclusion File tab

The Inclusion File tab functionality allows the user to import a file with a list of Serial Numbers or Unit Numbers to be included in the campaign. Then file must be a simple text file.

Summary tab

The Summary tab displays information and data related to the status of the campaign. In the Job Summary section, the number of Work Requests, Open Jobs, Completed Jobs, and Total Jobs display. The Actual Time & Cost Summary information displays the Per Job and All Jobs hours and costs.

Parts Required tab

Enter parts required for the job. To add a part, enter a valid Part Number from Part Main or double-click in the field to select one from the List of Values. The Description automatically displays. Next, enter the Quantity of the required part needed for the job.

Units tab

The Units tab allows you to view a list of units included in the campaign and the associated Work Req. Number, Work Order, and Job Status information.

Estimates tab

Settings

Labor Estimates Always Entered as Hours - Dependent on flag 5230 as to whether this is an editable flag and the description:

Labor estimates are always entered as hours
Labor estimates are hours as default, but costs may be entered;
Labor estimates are entered as costs, but hours may be entered;
Labor estimates are always entered as costs.

Part Cost Comes from the Parts on the List by Default - Dependent on flag 5231 as to whether or not this is an editable flag and the description:

Part cost always comes from the sum of the parts on the list;
Part cost comes from the parts on the list by default;
Part cost comes from an entered value by default;
Part cost always comes from an entered value.

Details are always entered - Dependent on flag 5232 as to whether or not this is an editable flag:

Details are always entered;
Details or total may be entered, default details;
Details or total may be entered, default total;
Total is always entered.

Allow Changes on Job - Can the user make change the job code?

Fixed Price - Should this job be charged a fixed price or the estimated cost instead of the actual cost?

Hours/Costs

Job Quantity - Number of jobs to be performed on the work request. Default is 1 and can be changed.

Labor Time - The estimated number of hours to do the job.

Shop Time - Amount of time the job takes of the shop's resources (for example, cleaning up, running for parts, or tools).

Contingency Time - Extra planned time, as needed.

Book Time - Number of hours to be billed if billing estimates.

Labor Cost - Enter if Labor Hours are entered and the Cost Calculated checkbox is selected. See System Flag 5230.

Part Cost - Enter if Part Cost is based and the enter List flag is selected. See System Flag 5231.

Commercial Cost - Enter the estimated cost for vendor repairs.

Estimated Cost/Job - Total estimated cost for labor, parts, and commercial charges to perform the job.

Resource

This section lists the resources needed for the work request campaign. Used with the Shop Planning module.

Generate Work Requests

The next step is to create or generate the work requests. The system assigns a campaign number automatically in the Number field. There can be up to three steps to be performed to generate the campaign work requests.

Preview – Select the Preview icon to review the units to be included in the campaign. Status changes to Preview.
Customize –Select the Customize icon to manually change or add the units to be included in the campaign, as applicable. Status changes to Customize.
Finalize – Select the Finalize icon to complete and generate the work requests. Status changes to Finalized.

Campaign Update Cascade

This functionality allows for changes made after finalization to cascade down to all work requests that are still open in that campaign. This saves the time and effort involved in changing each open work request manually after the campaign has been finalized and changes to the campaign are made.

Depending on application user profile settings, you will see an option on the MORE dropdown menu or an icon (arrows or exclamation point) at the top of the frame that corresponds to the action, “Update - Finalized campaign, Bulk Changes to Existing Outstanding Work Requests”.

System Flags

See the System Flag Table for a complete listing of system flags.

Role Privileges

See the Role Privileges Table for a complete listing of role privileges.