Work Request Campaign

Campaign/Recall Management Overview

The Recall/Campaign functionality allows you to automatically creates work request jobs and alerts technicians about the pending recalls and campaigns when the unit work order is opened.

Jobs created under the Recall/Campaign Management module can be defined by many different criteria. M5 tracks job history as well as time and costs associated with the recall/campaign. To view Work Requests created by a campaign/recall, use the Work Request Query frame.

Work Request Parameters

Job Code - The Job Code is a required field. Enter a valid Job Code here or double click in the field to select one from the list of values (LOV).
Job Reason - The Job Visit Reason is a required field as well. Enter a valid Job Reason or double click in the field to select one from the list of values (LOV).

General Tab

Contact Information:

Reported By - Enter a valid Employee ID.
Contact Phone - Enter a contact phone number.
Requisition/Reference - Enter a requisition/reference number.
Direct Account Number - If a direct account should be charged, enter one here.

Schedule Information

Maintenance Location - Enter a valid location from Location Main as the default Maintenance Location for the campaign.
Priority (drop down) - Select a value zero through nine.
Crew Size - Enter a number of persons required to complete job.
Span Shifts - Can the job span shifts? Yes or No.
Potential Warranty Violation - If this could be a potential warranty job, set to Yes.
Send to Vendor - Client specific functionality. Works via the Standard Job Tech Spec and is a notification to vendors that will follow through to the work request and work order. Also involved in the Shop Planning module.

You must enter an Earliest Date, Preferred Date, and a Latest Date in the Dates Section. The Notes section has fields for general Notes, Warranty Complaint Notes, Warranty Cause Notes, and Warranty Correction Notes. If System Flag 5278 is set to 'Y' to require 3C Notes on Warranty Claim Manager, then the last three notes fields are required.

Inclusions Tab

In order to select a field for inclusion, check the box under the Enable Column. The Operator field is where the conditions are set for this report. The Operator field is defaulted to equal. Use the pull down menu to see all the operators available.

In the Value column, enter the specific value to be selected. Use the list of values button to see valid selections if necessary.

Inclusions File Tab

This functionality allows the user to import a file with a list of unit numbers or serial numbers of units that will be included in the campaign. This needs to be a simple text file.

Summary Tab

This tab displays information and data related to the status of the campaign. The number of Work Requests, Open Jobs, Completed Jobs, and Total Jobs will display here along with the Actual Time and Cost Summary information.

Parts Required Tab

If there are any parts required for the job, you can enter them on this tab. To add a part, enter a valid part number from Part Main or double click in the field to select one from the list of values (LOV). The Description will populate automatically. Next, enter the quantity of the required part needed for the job.

Units Tab

The Units tab allows you to view a list of units included in the campaign along with their Work Request, Work Order, and Job Status information.

Estimates Tab

Settings

Labor Estimates Always Entered as Hours - Dependent on flag 5230 as to whether this is an editable flag and the description:

Labor estimates are always entered as hours
Labor estimates are hours as default, but costs may be entered;
Labor estimates are entered as costs, but hours may be entered;
Labor estimates are always entered as costs.

Part Cost Comes from the Parts on the List by Default - Dependent on flag 5231 as to whether or not this is an editable flag and the description:

Part cost always comes from the sum of the parts on the list;
Part cost comes from the parts on the list by default;
Part cost comes from an entered value by default;
Part cost always comes from an entered value.

Details are always entered - Dependent on flag 5232 as to whether or not this is an editable flag:

Details are always entered;
Details or total may be entered, default details;
Details or total may be entered, default total;
Total is always entered.

Allow Changes on Job - Can the user make change the job code?
Fixed Price - Should this job be charged a fixed price or the estimated cost instead of the actual cost?

Generate Work Requests

The next step is to create or generate the work requests. The system will supply a campaign number automatically in the number field. There can be up to three steps to be performed to generate the campaign work requests.

Preview – click on the preview icon to review the units to be included in the campaign. Status changes to ‘preview’.
Customize – click on the customize icon to manually change/add the units to be included in the campaign, if required. Status changes to ‘customize’.
Finalize – click on the finalize icon to generate the work requests. Status changes to ‘finalized’.

Campaign Update Cascade

This functionality allows for changes made after finalization to “cascade” down to all work requests that are still open in that campaign. This helps save the time and effort involved in changing each open work request manually after the campaign has been finalized and changes to the campaign are made.

Depending on application user profile settings, you will see an option on either the More drop-down menu or an icon (arrows/exclamation point) at the top of the screen that corresponds to the action: “Update - Finalized campaign, Bulk Changes to Existing Outstanding Work Requests.”

System Flags

Flag No.	Description	Notes
5001	Adopting 3-char SYSTEM code/10-char JOB code?	This flag allows the user to define how they wish their job codes to display. If "Y", a 3-char system code is needed with the job code like 02-013-001. If "N" (the default), M5 utilizes the standard job code like 02-13-001.
5012	Maximum number of Part Catalogue records for automatic search	This flag denotes the maximum number of part records to auto query when a user requests a search on the same part number that has multiple manufacturers. This flag works with the functionality that displays a list of values when the user tabs out of the part number field. If the part number requested has more than the allowable number of parts to return denoted by this system flag then the list of values will not auto query. This is to prevent a long running search of query results from potentially slowing the system down. In the event that the part number count exceeds the allowable parts count and the list of values does not auto query the user needs to enter additional filter criteria to manually search. The default for this system flag is 100.
5109	Copy the parts list to the Pending Parts table.	If this mod flag is set to "Y", the parts lists from the standard job or work request will be copied to the Pending Parts table.
5230	Estimates: Labor hours entered, or labor costs? (1-4)	Estimates: Labor hours entered, or labor costs? The settings are 1-4This flag has four settings: 1: Labour estimates are always entered as hours; 2: Labour estimates are hours as default, but costs may be entered; 3: Labour estimates are entered as costs, but hours may be entered; 4: Labour estimates are always entered as costs.
5231	Estimates: Base part costs on list, or entered value? (1-4)	Estimates: Base part costs on list, or entered value? The settings are 1-4This flag has four settings: 1: The part cost always comes from the sum of the parts on the list; 2: The part cost comes from the parts on the list by default; 3: The part cost comes from an entered value by default; 4: The part cost always comes from an entered value.
5232	Total Estimated Costs/Job Costs	Total Estimated Costs: 1: Total Estimated Costs are always calculated from Details. 2: Total Estimated Costs may be entered; calculated value by default. 3: Total Estimated Costs may be calculated; entered value by default. 4: Total Estimated Costs are always entered.
5234	Require "Complaint" notes on Work Request? (Y/N)	Warranty "Complaint" notes must be entered on work request for a warranty job.
5235	Require "Cause" notes on Work Request? (Y/N)	Warranty "Cause" notes must be entered on work request for a warranty job.
5403	Require Estimated Labor Hours? (Y/N)	System default will be "N". If the value is set to "Y", then estimated hours will be required (greater than 0) on the job tab for work order, work order express, work request, and work request campaign screen.

Role Privilege

Role No.	Privilege	Definition
140	UNLOCK CAMPAIGN	Allows a user to unlock a finalized campaign so the units in the campaign can be modified and re-finalized. Dates cannot be modified.