iMaint Help - Batch Work Order Complete

Batch Work Order Complete

The Batch Work Order Complete option allows you to complete work orders in batches. This window will not handle the entry of a new work order. The Batch Complete window should not be used for editing existing work orders, unless the edit is to complete the work order. Completed, closed or cancelled work orders are not available through this window.

Filter and display work orders that are not within the Completed, Closed or Cancelled categories. Make any final adjustments before you select and complete the work orders by using the right click menu option on the WO ID field. With this menu, you may access the details of each work order. The Review Labor, Review Misc. Cost and Review Parts options will take you directly to those areas of the specific work order.

The Asset History report button will be enabled if you select a single work order with only one asset listed. When the Asset History button is selected, you will be prompted to enter filters of work order date range. The Asset Work Order History Brief report for the specific asset (sorted by descending date) will display to the screen.

Use the select column to check the work orders you wish to complete in a batch. Depending upon which option is marked, Use Remaining or Complete As Is, iMaint will follow the appropriate business rules.

Use Remaining: Any part, labor or miscellaneous cost items estimated to be used on the work order will be applied as actually issued and all items will then be marked completed.
Complete As Is: Any part estimated to be used, but not actually applied will be uncommitted in inventory and the line items will be marked as completed.

Select all applicable work orders for completion and click on the Complete WOs button located on the ribbon bar. You will be prompted for the date of completion. If you do not change or edit the date, it will default to today's date and time and applied to all selected work orders. Click on Save to finish the process.

It is possible to complete one work order at a time on this window. If you enter a Date Completed or a Meter Completed value on any single work order record without selecting or clicking on the Complete WOs button, iMaint will go through the completion process immediately. This form will not hold work orders once the Date Completed or Meter value is entered before setting it to a completed status. The remaining estimated parts, labor and misc. cost items will not be applied, the Work Order will be changed to the Completed status following the business rules, and disappear from this window.

Note: Date Completed can't be a date before the Start Date of the work order. And if there is no Start Date, both Start Date and Completed date will be the same.

The Batch Complete Work Order tab contains the following fields:

Note: Labels with red text denote required fields. You must enter information in these fields.

Fields	Description
Work Order ID	Unique identifier of a work order. This field accepts numbers or letters (alphanumeric) up to 15 characters, including spaces.
Select	Enables you to select the work order(s).
Date Completed	The date (and optional time) the status of a work order is set to Completed. This field defaults to the current system date and time.
Meter Completed	The meter value at the time a work order asset/procedure line item was completed. This field accepts numbers (000,000.00) and cannot be negative.
Remaining Resource Hours	The number of resource hours that have not yet been applied on a line item. This is normally the difference between the hours estimated and used, but may be changed to a new number of hours remaining. Once over-ridden by the user, the new value is used and reduced as hours continue to be applied. When the value reaches zero (or is set to zero) no more hours are expected to be used and the line item is considered closed. This field accepts numbers (000,000.00) and cannot be negative.
Remaining Part Cost	The remaining part cost of the Parts line item.
WO Description	Describes the work order selected.
Comments	Any additional information related to a work order that may print on reports. These comments may be edited. Zoom will bring up a box to allow you to select whether these comments should print on the work order or on reports. This zoom will also show the date and time stamps for existing records.

Batch Complete Exceptions Fields

Any work order that can not be completely processed, will not be completed and will be noted on the Exceptions tab. This grid will show work order ID, work order description and reason for the exception. The amount of data in the exception list will vary with each batch. The comment on each exception describes why the work order is not complete. The following are some examples of what can appear on this list:

Meter not active
Parts costs not complete
More than one meter value needed on the work order
Date and meter values are needed

If all work orders are successfully processed, the user receives a message that processing is complete and no exceptions will be listed.

The Batch Complete Exceptions tab contains the following fields:

Fields	Description
Work Order ID	Unique identifier of a work order. This field accepts numbers or letters (alphanumeric) up to 15 characters, including spaces.
Work Order Description	Details the work order specified in the Work Order ID. This field accepts numbers or letters (alphanumeric) up to 255 characters, including spaces.
Comments	Additional information to store with the work order. This field accepts numbers or letters (alphanumeric) up to 40,000 characters, including spaces. There must be at least one non-space character in the comment text field.