Defining standard work order activities

Set up activities for standard work orders. Associate specific task plan lists and material lists to standard work orders.

  1. Select Work > WO Planning > Standard WOs.
  2. Select the standard work order for which to define an activity, and then click the Activities tab.
  3. Click Add Activity.
  4. Specify this information:
    Activity
    Specify an activity number for the first activity. If you do not provide this number, the system automatically enters a number based on the INCRLINO installation parameter. For example, if INCRLINO = 1, then the system enters the number "1" for Activity and increases by 1 for each new record. However, if INCRLINO = 5, then the system enters the number "5" for Activity and increases by 5 for each new record.
    Trade
    Specify the trade of the activity.
    Task Plan
    Specify the task plan list of the activity.
    Task Plan Qty.
    Specify the required number of units of the task plan to associate with the activity, and then select the unit of measure for the Task Plan Qty. in the adjacent field. For example, a work order activity to pave 100 miles of highway today will indicate a Task Plan Qty. of "100" and a unit of measure of "Miles", whereas the same task plan on another day will indicate only 80 miles due to the steep inclines of the stretch of highway being paved on that day.
    Material List
    Specify the material list to include for the activity.
    Estimated Hours
    Specify the number of hours estimated to complete the activity.
    People Required
    Specify the number of people needed to complete the activity.
    Start
    Specify a 1 if the activity is to start on the same day that the standard work order starts. Enter a 2 if the activity should start on day 2 of the standard work order, etc.
    Duration
    Specify the duration of the activity in days.
    Hired Labor
    Select to indicate that the activity will be completed by an external source.
    Labor Type
    Specify the labor type for the activity.
    Note: This field is only available when Hired Labor is selected.
    Supplier
    Specify the supplier for the activity.
    Note: This field is only available when Hired Labor is selected

    Specify this information only if you use the American Trucking Association’s Vehicle Maintenance Reporting System (VMRS), now specified as EMRS in this application.

    Note: Depending on your system configuration, the EMRS-related fields may not be displayed. Contact your system administrator for more information.
    Reason For Repair
    Specify the reason the vehicle needs repair (Code Key 14).
    Work Accomplished
    Specify the work performed on the vehicle (Code Key 15).
    Technician Part Failure
    Specify the reason the technician or supplier thinks the vehicle failed (Code Key 18).
    Manufacturer
    Specify the Manufacturer/Supplier Code (Code Key 34) to associate with the vehicle.
    System Level
    Specify the EMRS code identifying the system, for example, brakes, frame, suspension, needing repair (Code Key 31).
    Assembly Level
    Specify the EMRS code identifying the subsystem needing repair (Code Key 32). The values available are based on the system-level code.
    Component Level
    Specify the EMRS code identifying the specific component or part needing repair (Code Key 33). The values available are based on a combination of the system-level code and the assembly-level code.
    Activity Comments
    Specify comments or instructions for the activity.
  5. Click Submit.
Parent topic: Creating standard work orders