Work Order Visit Reasons identify the primary cause or reason for opening a work order. It is sometimes referred to as a ‘Downtime Visit Reason’ since the unit is in a downtime status during repairs. These reasons are entered on Work Order Main.
The visit reasons are used for reporting purposes. It is important for many organizations to track things like planned vs. unplanned work to help better allocate resources to serve their needs in the most efficient way possible.
Create
To create a new Work Order Visit Reason, type in a new code in the Code field. This field has a limit of one character. You will receive a popup asking you to confirm the action. Click create to confirm.
Next enter a description next to the code. This field has a limit of 20 characters. The default status will be ‘Enabled’ in the drop down.
For example: U – UNPLANNED or P – PLANNED.
The Reporting Classification Section is for reporting purposes only. Check any of the Yes/No flags that apply to this Work Order Visit Reason.
Once the entry is complete. Click the save button at the top of the frame. The new code will now be available for use.
Modify
To modify an existing code, type the code into the Code field or double click in the field to select it from the list of values (LOV). You can change the description or modify the Reporting Classification Section.
Once your changes have been made, click the Save button. The record will be updated to reflect the change.
Disable
To disable a Work Order Visit Reason, select ‘Disabled’ from the drop down to the right of the code description. Then click Save. The code will be disabled and no longer available for use.
Delete
You can delete a code provided it is not in use on any other tables in the system. If the code is in use and you try to delete it you will receive an error message stating the code is in use.
To delete a code that is not in use, click the Delete button (Red X) at the top of the frame. You will receive a pop up asking you to confirm the action.
Click Delete to confirm. The Work Order Visit Reason will be removed from the system.
System Flags
1177 – Default Remote-Labor Visit Reason? – Value entered here will be the default visit reason on a handheld when opening a work order.
1224 – Bill with Visit Reason from WO, Not Job – (Y/N) – Some billing interfaces charge coding depends on a visit reason; this flag specifies whether the visit reason comes from the work order or the job for billing purposes.
Last Update: 06/06/2016
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.