Closing work orders on the quick close page

Quickly close completed work orders on the Work Order Quick Close page. When you enter a work order number, the system automatically enters a status of Completed and enters today’s date as the date completed so that you may quickly close the work order. However, you may also update any information about the work order and book additional hours for the work order activities on this page.

Note: If you close a PM work order, the system generates the next PM work order as long as the PM work order is not a duplicate.

You may also close work orders on the Closing tab.

See Closing Work Orders.

To close work orders on the Work Order Quick Close page:

  1. Select Work > WO Quick Close.
  2. Specify this information:
    Work Order
    Specify the work order number of the work order you wish to close.

    The system automatically populates the work order description, Organization, and New Status with a value of Completed.

    Equipment
    Specify the equipment on which the work was performed.
    Note: If the work order is a multiple equipment work order, then Equipment (on the work order header) is protected.
    New Status
    Select Completed as the new status of the work order.
    Note: If you close a work order that is a template standard work order and that has children attached, the system recalculates and updates the status of all child work orders attached. If you close the last child work order in a sequence, the system recalculates the requested start and end dates for all child work orders.

    A parent work order cannot be closed until all dependent child work orders have been closed.

    Start Date
    Specify the date and time on which the work started.
    Date Completed
    Specify the date on which the work was completed.
    Downtime Cost
    Specify the cost of the downtime to the production process.
    Downtime Hours
    Specify the number of hours that the equipment was down.
    Problem Code
    Specify the code of the problem that required work.
    Failure Code
    Specify the reason that the equipment or component failed.
    Cause Code
    Specify problem cause code, i.e., the root cause of the problem.
    Action Code
    Specify the action taken to correct the problem.
    Closing Comments
    Enter closing comments about the work order.

    Specify the following information to book additional hours to the work order:

    Activity-Trade
    Select the activity-trade performing the work for which to book labor hours.
    Note: When you select an Activity-Trade, the system temporarily protects Work Order to prevent an accidental change during the process of booking hours. However, upon saving the booked hours or clicking Clear, the system enables Work Order and clears the Activity-Trade. However, if you manually clear Activity-Trade, Work Order remains protected.

    If the selected Work Order is a multiple equipment work order, then the system enables Equipment in the details section of the form, and it is required. If you clear Activity-Trade for a multiple equipment work order, the system also clears the Equipment, Equipment Org., and Related Work Order.

    Employee
    Specify the personnel performing the work for which to book hours.
    Date
    Specify the date on which the work was performed.
    Equipment
    Choose one of the following options if the work order is a multiple equipment work order:
    • All Equipment
      Enter All Equipment to evenly distribute the booked labor to each equipment record on the work order. Upon saving the transaction, the system creates the labor booking records and applies them to each related work order for each equipment and selected activity. The Rate applicable to the multiple equipment work order will also be applied to all MEC work orders.
      Note:  The system automatically applies any remainder of the Hours Worked to the last equipment record added to the work order.

      If you select All Equipment for Equipment and at least one of the related work orders has Completed status (or equivalent user status), the system displays a message enabling you to select whether to distribute the labor hours against only open related work orders or against all equipment.

      Also, the system disregards the setting of the COMDAYS installation parameter when posting labor booking transactions if you select All Equipment.

    • WO Header Equipment
      Enter WO Header Equipment to apply the booked labor to the work order header only.
    • Equipment
      Enter a specific Equipment record to apply the booked labor to the selected Equipment and the corresponding Related Work Order. The system automatically populates Equipment Org. and Related Work Order from the selected Equipment record.

      See Adding Equipment to Work Orders to Split Work Order Costs.

    Type of Hours
    Select the type of hours worked (e.g., hourly rate, overtime rate, corrective booking, etc.).
    Hours
    Specify the number of hours spent performing the work.
    End Time
    Specify the scheduled start time and end time of the work order activity.
  3. Click Save Hours.
  4. Repeat these steps as necessary to book any additional hours against the work order activity.
  5. Click Save Record.
Parent topic: Completing work