Work Order Preferences

The Work Order module includes extensive preferences that allow you to tailor the user interface and behavior of the system to best reflect the business process at your organization. Default preferences can be set at the repair center-level, and then further modified to reflect your personal preferences. Available preferences control the content displayed on some pages, default values for fields, the number of records displayed per page, and general system behavior.

Access Work Order module preferences:

1. Select Tools > Preferences from the Main Menu.

   The Preferences for the currently accessed module will be displayed.

2. Click the Work Order folder in the Module/Category menu on the left.

   The page refreshes, displaying preferences for the Work Order module.

The following preferences are available for the Work Order module:

• Barcode: Preferences to define barcode formatting.

• Defaults: Preferences that set default values for fields on the Work Order Details page when new work orders are created. Default values can be set for: Type, Priority, Reference, Target Hours, Shop, Supervisor, and Survey.

• List: List preferences are available for each module in the system. These preferences affect the records shown in the List pane.

  Work Order List preferences include Custom Filter settings that allow you to set up to 10 custom filters for each repair center. For each preference, you can define the Custom Filter Name and Definition.

  When defining the Custom Filter definition, an Edit button is available to open the Criteria window. Custom filters can be modified for individual members using the My Preferences option.

  Standard List preferences available for the Work Order module include:

  • Settings to determine when results should be refreshed.

  • The number or records that should be displayed per page on the Work Order List.

  • A toggle to determine if zone colors should be displayed in list results.

  • Options to define up to three types of conditional formatting to alter the appearance of records in the Work Order List.

    For example, you could specify custom formatting for work orders from a particular shop, or work orders that have not yet been printed. Access Accruent Access for a document providing detailed instructions and examples.

• Settings: Settings that impact the behavior of the Work Order module. Examples include:

  • Whether repair center should be the prefix for Work Order ID when new work orders are created.

  • Whether time should be specified on work order assignments.

  • Whether or not work order approval information should display on the Work Order Details tab.

  • Whether assets should be brought down by default on work order request or issue.

  • Whether users should be prompted to enter information onto the Labor report when denying or canceling a work order.

  • Whether work orders should be approved and/or issued automatically upon assignment.

  • Whether parts added to work order on the Costs > Actuals page should be automatically added to the list of parts commonly used for the asset associated with the work order.

• Work Order Barcoding: Preferences to determine if barcodes should be printed on Work Order reports or Printouts.

• Work Order Complete/Close: Preferences that affect the behavior and default values displayed in the Complete/Close window. The following preference values are available:

  • Defaults: The default settings that are populated into the Complete/Close window.

  • Display: A series of preferences that determine the sections to display, the layout, and the sequence.

  • General: Miscellaneous settings that determine things like the status that should be set by default, follow up work order behavior for failed tasks, meter reading preferences, and filtering controls to limit available labor by shop or repair center.

  • Requirements: Numerous preferences to determine what fields require entry by the user. In some cases, these requirements can be designated to only be enforced upon completion of the work order.

  For more information on using these settings to configure the Complete/Close process, see our article Configuring Enhanced Work Order Complete/Close window.

• Work Order Rapid Entry: Extensive set of preferences that determine the fields that appear on the Work Order Rapid Entry tool, along with default values for those fields.

  For more information about using these settings to configure the Work Order Rapid Entry tool, see our article Set Preferences for Rapid Entry tool.

• Work Order Report: Preferences that determine the information that should be displayed in the Work Order report. Information can also be set to read-only when values exist. For example, preferences can be set to include other cost information as a section of the report, but only if the work order includes other costs.

  Numerous preferences are available to control the display of this report, including definition of the number of fill-in columns to display, and toggles to show or hide certain fields or columns.

• Work Order Survey: Preferences that determine how often emails for survey participation should be sent, along with the rule used to determine the recipients and the email content to be used.

• Work Order Task Settings: Preferences that determine which columns should display on the Work Order Tasks page, along with settings to indicate if users should have the ability to add images to work order tasks.