The Work Request Main frame allows you to create and manage job requests for units, components, or departments. You can manage the requirements for parts, supplies, and labor that are necessary for maintaining fleet maintenance requirements.
You can create work requests on an individual basis or use other functionality throughout the application to view on this frame. You can create work requests on Work Request Campaigns, Work Request Incident, Test Suites, Forecaster, Multiple Work Requests or from a previous job on a work order.
Create a Work Request
Serial #/Vin - Identifying information for the selected type of work request.
Occurrence - The number of times the job has been performed for the fiscal year. For example, the second time an oil change has been forecasted, a 2 displays.
Job Code - Combination of the work accomplished code, system code, and component code. Defines the type of work to be performed on the unit.
Job Reason - Three additional fields display when the Cannot Be Driven flag is selected for a Job Reason Code. The values are read-only when the work request is for an active work order or in a completed status. The fields which display are:
Schedule Shift - Indicates the shift or window of time the shop performs the work on the unit, department, or component.
Max WO - Read-only field. Displays the value from the Unit Accounting frame, if applicable.
Create Date - The date the work request was created.
Campaign No - Read-only field. Displays if generated from a campaign.
Work Order - Read-only field. Displays if the work request is on a work order.
Reported By - Collects contact information. Must be a valid employee when System Flag 2010 is Y. The employee name automatically displays.
Phone - Indicates the phone number of the contact.
Requisition/Reference - Free form field to enter additional information.
Maintenance Location - Defaults from the unit maintenance location on Unit Main. The location is used for reporting purposes only and will not prevent the work request from showing due at other locations or prevent those locations from adding to a work order.
WR Source - Forecaster, Campaign, and Manual (including Incidents).
Employee/Group -The employee or a group of employees assigned to the work requested.
Incident - The incident number displays when creating from an incident.
Alternate Unit No - Displays when the unit has an alternate number on Unit Main.
Accident No - If the WR source is Accident, you can enter an accident number. System Flag 5194 determines whether the accident number must be a valid accident number.
Send to Vendor - Select Yes or No. When you select Yes, if the Standard Job Tech Spec for the Job Code is configured for using a vendor, the field defaults to Yes. If you enter a Vendor No, the field defaults to Yes. If you remove the Vendor No, the flag remains set to Y.
Vendor No - Enter a valid vendor from Vendor Main.
Preserve estimates? - Select Yes or No. The system default is No. If changes are made to the WR, except for the Due date, the flag updates to Yes.
Quote No - Displays when using the quote functionality.
Status - Select Unlocked, Locked, Firmed, Build, Quoted, or Canceled from the dropdown.
Direct Account No - Optional field. You can enter a valid direct account number for billing purposes.
Close-Out - Customer-specific functionality.
OM Denial Reason - Displays the denial reason and description from the Outsourced Maintenance Denial Reason frame.
Work Request Notes
The work request can have the Vendor flag set to Y without a Vendor No entered as an indicator to the Shop Planning module.
The Shop Planning processes will not reserve the labor hours on the work request from a location's resources and will not apply the work request resources to the location limits.
The shop time determines when the next job in the appointment is planned.
The View Fault Codes link opens the Telematic Fault Query frame. The Telematic Fault Query frame allows you to query the fault codes for a unit or protocol in a variety of methods such as, Fault Status, Fault Read Status, Fault Dates, and Work Order or Work Requests.
Earliest - The earliest date the work request can be performed. For a forecasted job, the earliest date is based on the earliest deviation set in Standard Job MCC.
Due - The due date of the work request. For a forecasted job, it is the actual date the job is due based on the Standard Job MCC intervals.
Latest - The latest date the work request is to be performed. For a forecasted job, this is the latest date the job is due based on the latest deviation set in Standard Job MCC.
Source - Indicates who reported the work request (for example, a dispatcher or operator).
Symptom - A valid code that describes what is occurring when a unit has a mechanical failure.
This is a read-only field that displays notes from the OM_TICKET_TASK table.
Free form field to add notes for the work request. The notes are moved to the job notes after the work request is added to the work order.
Warranty Complaint Note - You can enter the complaint when System Flag 5234 is Y. Displays on Insight Notes from the Telematic Fault Query frame.
Warranty Cause Note - You can enter the cause of the job when System Flag 5235 is Y. Displays on Insight Notes from the Telematic Fault Query frame.
Warranty Correction Note - You can enter notes when completing or cancelling warranty jobs. See System Flags 2067 and 5067.
The Summary tab provides a summary of the actual time and cost summary Per Job and Job/Quantity. The following read-only fields display:
The Parts tab allows you to enter a list of valid parts needed to perform the work.
Part Number -Enter the part number.
Description - Read-only field that automatically displays the part description.
Quantity - Enter the number of parts required.
Unit Inventory - Unit of inventory (for example, EACH or BOX).
Unit Price - Read-only field that displays the price of the unit inventory.
Total Qty - Indicates the total part quantity.
Total Cost - Total cost of parts.
Incident Number - Number of the incident associated with the work request.
Status - Status of the incident.
Description - Description of the incident.
Component - Description of the component.
Condition - Automatically displays with a value from the Additional Information field on the Work Request Incident frame.
Labor Estimates Always Entered as Hours
System Flag 5230 controls whether you can modify the flag and the description. Labor estimates are:
Dependent on System Flag 5230 as to whether this is an editable flag and the description is:
Always entered as hours.
Hours as default, costs may be entered.
Entered as costs, hours may be entered.
Always entered as costs.
Part Cost Comes from the Parts on the List by Default
System Flag 5231 controls whether you can modify the flag and the description. Part costs come:
From the sum of the parts on the list.
From the parts on the list by default.
From an entered value by default.
From an entered value.
Details are always entered
System Flag 5232 controls whether you can modify the flag and the descriptions:
Details are always entered.
Details or total may be entered, default is details.
Details or total may be entered, default is total
Total is always entered.
Allow changes on job?
Select the checkbox if the user can change the job code.
Fixed Price
Select the checkbox if the job should be charged a fixed price or the estimated cost and not the actual cost.
Span Shifts
Select the checkbox if the job can be performed on any shift when the job can span shifts.
Job Quantity - The number of jobs to be performed on the work request. The default is 1 and can be changed.
Labor Time - The estimated hours to perform the job.
Shop Time - Amount of time the job usually takes of the shop's resources (for example, cleaning up, running for parts, and tools).
Contingency Time - Additional time planned for the job.
Book Time - Number of hours to be billed when billing estimates.
Industry Standard Time - Time to perform the job based on Mitchell's or Alldata.
Priority - Select a job priority code from the dropdown.
Crew Size - The number of people needed to perform the work.
Labor Cost - You can enter if labor hours are entered and System Flag 5230 for costs calculated is selected.
Part Cost - You can enter if the part cost is entered and System Flag 5231 is selected.
Commercial Cost - Enter the estimated cost for vendor repairs.
Estimated Cost/Job - The total estimated cost for labor, parts, and commercial charges to perform the job.
When System Flag 5520 is Y, the Shop Time field populates with data based on the logged labor for the job, unit, and tech spec combinations median labor time for the job over the previous 12 months when a job was performed two times or more.
When System Flag 5520 is Y, the Shop Time field populates the calculated value when you select SAVE. The calculated value is rounded to the nearest tenths decimal position. For example, a value of 3.89 will round to 3.90, or 3.5 displays as 3.50.
Note: If you enter data in the Shop Time field, the component does not replace the data you entered.
Work request resources lists the resources needed for the work requests. Used with the Shop Planning module.
See the System Flags Table for a complete listing of system flags.
See the Role Privileges Table for a complete listing of role privileges.
Outsourced
Maintenance Denial Reason
Work Request Campaign
Work Request Incident
Standard Job MCC
Test Suite Maintenance
Telematic
Fault Query
Forecaster
Application User Guide
Workflow
Application Training User Guide
System Administration Application User Training
Last Updated: 03/22/2021 , 03/2023, 11/2023
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.