The COGZ Computerized Maintenance Management Work Order List will display the Work Order Number, Equipment Number, Work Order Description, Assign To, Date Scheduled, Work Order Type, Status, Priority, Shift, Supervisor, and for whom the work order was Requested by for each work order. This information is provided for every available sort option. Any work order that does not have a date scheduled attached to it or any overdue work order will appear in red.
The Computerized Maintenance Management Work Order List has four tabs. Where there is more than one way to access the same screen that screen will be discussed one at a time.
Add, Edit, and Delete buttons: These buttons have individual security allowing Work Order requests to be made.
Print Button: The print button allows you to print out the highlighted work order. Available in the Optional Work Order Enhancement Module is the ability to print condensed and detailed work orders. To configure this feature, go to the Setup menu, System Defaults and under the Work Order tab change the check box in Work Order Type to either Normal or Detailed. The example below shows a detailed work order. The arrow on the following screen points to the detail. COGZ EZ only offers detailed work order printing.
The Company information at the top of the work order and the notes that occur on each work order can be changed using the System Defaults Form, which is explained in greater detail in the setup section of the manual.
Using the Optional Email Module, reports are emailed using the default email program configured for the computer in use. Specify the email address, name of recipient, subject, and a brief message if required.
Copy: Click on this button to create a copy of a non-preventive maintenance work order. You might want to use this to keep a work order in your list so you do not need to keep creating it every time you need this specific work order.
Close WO: Click on this button to access the Quick Close function. See the Quick Close section of this manual for information.
Work Orders may be printed or previewed. An Optional Email Module is available that allows emailing of reports to a recipient. Select the appropriate option on the Report Output Select screen.
If you have attached drawings or documents for your work orders, you can print them using the Windows program associated with the drawing or document and your default printer or use the COGZ default view function. COGZ will enable you to print these with your individual work order or with the report in the Work Order Report menu. The Work Order Drawing/Document Report will list the drawings and documents that are attached to your work orders once they have been printed.
By selecting Yes, COGZ will allow your Windows program to print the drawing or document. You will see a preview of the Work Order Drawing/Document Report.
Work Order Drawing/Document Report
This report will print out after you have printed and/or previewed your work orders and printed your drawings and documents associated with the work orders. The report will give you a list of what drawings and documents you should be expecting to come off your default printer. Depending on whether these documents are the same file type, they might not come off your printer in the same order listed on the report. As an option to print them in the same order, you might want to save them all as PDF files.
The Work Order Entry Form allows you to create and modify corrective work orders. The top section of the Work Order Entry Form is navigated the same way as a form. The bottom section works like a List and provides access to the Work Order Form.
WO Description: A brief description of this work order.
Equipment No: The number of the equipment that this work order is for.
Add: Provides access to a blank Work Order Task Form where new data may be entered.
Edit: This provides access to the existing data for the highlighted task and will allow you to make any necessary changes.
Delete: This selection will allow you to delete existing data.
View: Click this button to view an attached drawing/document for the highlighted task.
OK to save your entries and return to the Work Order List.
Cancel to return to the Work Order List with no changes made.
Tasks Tab, Work Order Entry Form
The Tasks Tab displays all the detail lines of the work order. Detail lines are unlimited and you can add, edit, or delete lines using the Work Order Task Form described in the following sections.
Scheduled: The date the work order is scheduled to begin.
WO Type: There are ten types of scheduled work orders. These codes separate the different types of work orders for reporting and historical purposes.
1. Preventive – This is used for compatibility only with the PM system. Do not create PM work orders manually.
10. Other (Used for any purpose you choose)
WO Request: If you are using work order requisitions, reference that number here.
Assigned To: Displays the code of the employee to whom the work order was assigned.
Status: for the work order.
Section: If this field is enabled from the System Defaults Form, Advanced Tab, you can use the Section Listto add the section code to this work order.
Requested by: Displays the name of the person who issued the work order.
The Work Order Task Form can be accessed from the bottom half of the Work Order Entry Formand gives a description of what the work order entails.
General Tab, Work Order Task Form
(See the previous illustration)
Description: Enter a detailed description of the work to be done.
Estimated Time: The time required to complete this task.
Note/Drawing/Document Tab, Work Order Task Form
Note: Enter a pre-defined note from the Note Library List.
Drawing/Document File: Link to a document or drawing containing information regarding the task for easy viewing and printing.
Use “View” button to display in Windows program: Check this box to use your Windows program view feature instead of the COGZ default view.
Select OK to save your work; Cancel to return to the Work Order Entry Form.
Parts Tab, Work Order Entry Form
This function is available in the Optional Work Order Enhancement Module. Parts required to complete this work order are listed here. Part lines are unlimited and you can add, edit or delete lines using the Work Order Part Form described in the following sections.
The Work Order Part Form allows you to add parts used to complete the work order.
Other Tab, Work Order Entry Form
Priority: This is a 2-character alpha/numeric field that allows for the prioritizing of the work orders. Use a priority system that best suits your needs.
Date Started: Date the work order was started.
Date Entered: Date the work order was created.
Supervisor: The initials of the supervisor of this work.
Shift: The shift on which this work will normally be performed.
Assigned To: The code of the employee to whom the work order was assigned.
Note: Enter a Note Code for the note that you want to print on the bottom of this work order. A default note code can be setup in the System Defaults Form.
The task detail section of the work order entry form operates just like all other lists. Use the mouse and click on the list to make the list active. You can also use the tab to move to the list. Use the following key or buttons to add, edit or delete task items.
Tasks Tab, Work Order List
Displays the related tasks for the highlighted work order.
Parts Tab, Work Order List
The parts tab is included in the Optional Work Order Enhancement Module and allows you to assign parts to collective work orders. Displayed, are the parts required for the highlighted work order. If any changes to this information are necessary you can access the Work Order Part Form for each part listed and make changes.
Part Number: The number of the part that is to be committed to the work order.
Quantity: The quantity entered here will be the number of parts committed in the inventory for this work order.
Location: The place where the part is located. This can be a non-inventory location such as a holding or planning area for work orders.
Completed Tasks Tab, Work Order List
Shows tasks completed for this work order.