The Details tab shows all the main information about a Work Order. The following information is displayed about a work order:
MWA Number - This is the identifying number for the work order. The MWA number consists of two parts: the MWA series, which is determined from the Year Maintenance table based on the date that the work order was raised, and the MWA number, which is a sequential number unique within the MWA series. The MWA Series and Number are automatically assigned by Pinnacle, and cannot be edited.
MWA Type - This is the type of work order, either Preventive, Corrective Inhouse, or Corrective Contract. This field is automatically filled in by Pinnacle, and cannot be edited.
Location - This is the location for the work order. If the work order is for maintenance on a property location, this is the full location. If the work order is for maintenance on an equipment asset, this is the location where the equipment asset can be found.
Equipment ID - This is the equipment ID of the asset that the work order was raised for. If the work order is for maintenance on an equipment asset, you can select an equipment ID for the equipment asset.
Barcode Number- This is the barcode number of the asset that the work order was raised for. If the work order is for maintenance on an equipment asset, you can select a barcode number for the equipment asset.
Asset Number - This is the asset number of the equipment asset that the work order was raised for. This field is automatically filled in by the system if you select an equipment ID. You cannot edit the asset number.
Asset Title - This is the type and description of the equipment asset. This field is automatically filled in by Pinnacle, and cannot be edited.
Budget Code - This is the budget code that costs for this work order should be recorded against. Only active budget codes that you have access to will be displayed.
MWA Status - This indicates the current status of the work order. The work order Status can be Registered, Outstanding, In Progress, Work Completed, Finalised, or Cancelled. This field is automatically displayed by Pinnacle, and cannot be edited.
Materials Status - This is the status of the stock item requisitioning for the work order. If all stock items for this work order are fully requisitioned, then the materials status is "Fully Requisitioned". If some stock items are not fully requisitioned, the materials status would be "Awaiting Requisition". If there are no stock items for this work order, the materials status is "N/A".
Maintenance Type - This is the maintenance type for the work order. You must select a maintenance type from the list of maintenance types defined in the Maintenance Types table.
Priority - This is the priority of the work order, which indicates the urgency with which the work order must be completed. You must select the priority from the list of priorities that have been defined in the Priorities table. If you change the priority of a work order, Pinnacle will ask if you wish to recalculate the due date for the work order.
Date Due - This is the date and time that the work on the work order is due to be completed by. This is calculated by Pinnacle based on the priority of the work order that you have selected and the date that the work order was created. You can overwrite this if required. If the due date has passed and the work order is not finalised or completed, the due date will be displayed in red to indicate that the work order is overdue.
Schedule No - This is the schedule number that this work order has been included on. This is automatically filled in by Pinnacle, and cannot be edited.
Template - This is the series and number of the Planned Maintenance Template that this work order is generated from if it is a Preventive Work Order. The template number is automatically filled in by Pinnacle, and cannot be edited.
Description - This is the description or details of the work to be carried out by this work order. If you need to enter a longer description than can be seen on the Details tab, there is an Extension button (...) next to the field. If you click on this button, Pinnacle will display a window that will allow you to type in a much longer description. When you close the window, as much of the description as possible will be displayed on the Details tab.
Requestor - This is the name of the staff member who requested the work order.
Phone No - This is the phone number of the staff member who requested the work order.
Department - This is the department of the staff member who requested the work order.
SRF Status - This is the status of the SRF if an SRF has been raised for the work order.
Authorised On - This is the date that the SRF was authorised if an SRF has been raised for the work order.
Contract - This is the contract number if the MWA is to be carried out under a contract. You can select a contract from the list of active contracts that have been set up in Pinnacle.
Contractor - This is the contractor attached to the contract if you have selected a contract for the work order. This field is automatically filled in by Pinnacle, and cannot be edited.
Created - This is the date and time that the work order was first raised.
Created By - This is the user ID of the user who first raised the work order.
Commenced - This is the date and time that the work order was commenced.
Commenced By - This is the user ID of the user who commenced the work order.
Updated - This is the date and time that the work order was last updated.
Updated By - This is the user ID of the user who last updated the work order.
Completed - This is the date and time that the work order was completed.
Completed By - This is the user ID of the user who completed the work order.
Finalised - This is the date and time that the work order was finalised.
Finalised By - This is the user ID of the user who finalised the work order.
Purchase Order - This is the purchase order number raised to pay for work carried out under the work order. If Work Order Chaining is enabled on the Workflow tab of the Work Order Defaults window, the purchase order number is used to link work orders together.
MWA Status - This is the user defined work order status for the work order. You can select a status from the list of work order statuses that have been set up in the MWA Status Codes table.
User Defined Status - This is the user defined status code for the asset selected for the work order. You can select a status from the list of User Defined statuses that have been set up in the User Defined Status Codes table. You can use this field to update the user-defined status against the asset. This might be appropriate where, as a result of the work order being raised, the asset's status changes to "Out of Service". Before finalising the work order, you can change the asset's status back to "In Service" from the work order in the same way.
Duration Estimate - This is the estimated number of hours that are required to completed the work order. If the work order is generated from a template, this will default from the template, but you can overwrite this if you wish.
Duration Actual - This is the actual number of hours that were required to complete the work order. For corrective work orders, this field can also be updated from the Feedback/Failure Tab.
Downtime - This is the time in hours that you estimated the equipment asset for the MWA will be out of service, if the work order was raised for an equipment asset.
Work Order Feedback/Failure Tab