Editing information on a Work Order
Perform the following steps to Edit information on a Work Order
NOTE: When editing an existing Work Order a user with Edit security rights can edit any field that is not shaded in gray
Editing the Work Order Header
1. Click in the Description field to edit the Description
2. The Shift, Type, Priority, Account or Charge Type can be edited by selecting a value from the dropdown list
3. The Required date may be edited by select a date using the
4. The Charge To may be edited by Clicking on the
or 
to find the appropriate value
5. Click the Save button to Save any changes
Editing the Work Order Accordions
Status and Completion Accordion
1. Click the plus sign on the Status and Completion | Accordion to open
2. The Scheduled Duration, Actual Duration and Complete Comments
may be edited by typing in new information
3. Select a Failure Code from the Failure dropdown list to change the Failure Code
2. Click the Save button to save any changes
Tasks Accordion
The user can Add, Edit or Delete Tasks
To Add a Task
1. Click the plus sign on the Task | Accordion to open
2. Click New for a New record or Add if a record exist
The Tasks Detail window will appear
3. Enter the Description of the task to be done
4. Click Update to add the New task
Optional - Charge Type, Charge To
1. Select a Charge Type from the Charge Type dropdown list
2. Clickto select the Charge To
3. Click Update to add the New task
Edit an existing Task
1. Click the plus sign on the Task | Accordion to open
2. Click Edit
3. Edit any field that is not shaded in gray
4. Click Update to Save your changes
Delete a Task
1. Click the plus sign on the Task | Accordion to open
2. Click Delete to the right of the Task to delete
3. A message will be displayed Are you sure you want to delete this?
4. Click OK to delete the Task or Click Cancel to cancel the deletion
Work Order Estimating Accordion
Click the plus sign on the Work Order Estimating | Accordion to open
Part Tab
The user can Add, Edit quantities or Delete Stock Parts
To Add
1. Click on the Part Tab
2. Click New for a New record or Add if a record exist
The Add Part Entry window will appear
3. Click to select a stock part
4. Enter the quantity in the Quantity field
5. Click Update
To Edit a quantity
1. Click on the Part Tab
2. Click Edit
The Edit window will appear
3. Enter the new quantity in the Quantity field
4. Click Save
To Delete a Stock part
1. Click on the Part Tab
2. Click Delete to the right of the part to delete
3. A message will be displayed Are you sure you want to delete this?
4. Click OK to delete the part or Click Cancel to cancel the deletion
Purchased Tab
Displays Non-Stock items that have been ordered on a Purchase Order and the status of those items
Labor Tab
The user can Add, Edit or Delete Labor entries
To Add
1. Click on the Labor Tab
2. Click New for a New record or Add if a record exist
The Labor Entry window will appear
3. Click on the dropdown list to select a Craft
4. Enter the number of Craft persons required in the Quantity field
5. Enter the Duration for the Job in the Duration field
6. Click Update
To Edit Labor record
1. Click on the Labor Tab
2. Click Edit
The Edit window will appear
3. Enter the new Craft, Quantity or Duration
4. Click Update
To Delete a Labor record
1. Click on the Labor Tab
2. Click Delete to the right of the record to delete
3. A message will be displayed Are you sure you want to delete this?
4. Click OK to delete the record or Click Cancel to cancel the deletion
Other Tab
The user can Add, Edit or Delete Other cost entries associated with the Work Order
To Add
1. Click on the Other Tab
2. Click New for a New record or Add if a record exist
The Other Entry window will appear
3. Click in the Description field and enter a Description of the cost
4. Click in the Quantity field and enter the Quantity
5. Click on the Source dropdown list to select either an Internal or External Source
4. Click on the Unit Cost field to enter the Unit Cost
5. Click on the Vendor dropdown list to select a Vendor
6. Click Update
To Edit an Other record
1. Click on the Other Tab
2. Click Edit
The Edit window will appear
3. Enter the new Description, Quantity, Source, Unit Cost or Vendor
4. Click Update
To Delete an Other record
1. Click on the Other Tab
2. Click Delete to the right of the record to delete
3. A message will be displayed Are you sure you want to delete this?
4. Click OK to delete the record or Click Cancel to cancel the deletion
Summary Tab
Displays the Estimate Totals for the Work Order
Assignment Accordion
Click the plus sign on the Work Order Assignment | Accordion to open
Add a New Assignment Record
1. Click New for a New record or Add if a record exist
2. Select the User to assign from the Personnel ID dropdown list
3. Select a date using 
4. Enter the Hours
5. Click Update to Add the New record
NOTE: In a case where multiple Assignment records exist, the Work Order
will be assigned to the Last Assigned User
Edit an existing Assignment
Only the amount of hours can be edited on an existing Assignment
1. Click Edit
2. Type in new Hours
3. Click Save
Delete an existing Assignment
1. Click Delete to the right of the Assignment to delete
2. A message will be displayed Are you sure you want to delete this?
3. Click OK to delete the Assignment or Click Cancel to cancel the deletion
Actuals Accordion
Click the plus sign on the Work Order Actuals | Accordion to open
Part Tab
The user can View Stock Parts Issued or Returned and Non-Stock Parts Received against the Work Order
Labor Tab
The user can Add, Edit or Delete Labor entries
To Add
1. Click on the Labor Tab
2. Click New for a New record or Add if a record exist
The Labor Entry window will appear
3. Click on the dropdown list to select a Craft
4. Enter the number of Craft persons required in the Quantity field
5. Enter the Duration for the Job in the Duration field
6. Click Update
To Edit Labor record
1. Click on the Labor Tab
2. Click Edit
The Edit window will appear
3. Enter the new Craft, Quantity or Duration
4. Click Update
To Delete a Labor record
1. Click on the Labor Tab
2. Click Delete to the right of the record to delete
3. A message will be displayed Are you sure you want to delete this?
4. Click OK to delete the record or Click Cancel to cancel the deletion
Other Tab
The user can Add, Edit or Delete Other cost entries associated with the Work Order
To Add
1. Click on the Other Tab
2. Click New for a New record or Add if a record exist
The Other Entry window will appear
3. Click in the Description field and enter a Description of the cost
4. Click in the Quantity field and enter the Quantity
5. Click on the Source dropdown list to select either an Internal or External Source
4. Click on the Unit Cost field to enter the Unit Cost
5. Click on the Vendor dropdown list to select a Vendor
6. Click Update
To Edit an Other record
1. Click on the Other Tab
2. Click Edit
The Edit window will appear
3. Enter the new Description, Quantity, Source, Unit Cost or Vendor
4. Click Update
To Delete an Other record
1. Click on the Other Tab
2. Click Delete to the right of the record to delete
3. A message will be displayed Are you sure you want to delete this?
4. Click OK to delete the record or Click Cancel to cancel the deletion
Summary Tab
Displays the Estimate Totals for the Work Order
Additional Information Accordion
Notes
Click the plus sign on the Additional Information | Accordion to open
Click the plus sign on the Notes | Accordion to open
To Add
Click the plus sign on the Add | Accordion to open
1. Click in the Subject field to enter the Subject of the Note
2. Click in the Content field to enter the Content of the Note
3. Click the Add button
To Edit a Note
1. Click on Edit to the Right of the Note to Edit
2. Click in the Subject field to Edit the Subject of the Note
3. Click in the Content field to Edit the Content of the Note
4. Click Update
To Delete a Note
1. Click on Delete to the Right of the Note to Delete
2. A message will be displayed Are you sure you want to delete this?
3. Click OK to delete the record or Click Cancel to cancel the deletion
Attachments
Click the plus sign on the Additional Information | Accordion to open
Click the plus sign on the Attachments | Accordion to open
To Add
Click the plus sign on the Add | Accordion to open
1. Click in the Subject field to enter the Subject of the Attachment
2. Click the Browse button to Browse for the location of the Attachment
3. A browse window will open for you to locate your Attachment
4. Click on the Attachment, the file name will appear in the File name box on the browse window
5. Click the Open button on the browse window
6. The browse window will close and the Attachment file name will appear in the File Name field
7. Click the Add button
8. A message will be displayed, The file is being uploaded
9. After the file is uploaded a message will be displayed, The file is uploaded successfully Click OK
To Delete an Attachment
1. Click on Delete to the Right of the Attachment to Delete
2. A message will be displayed Are you sure you want to delete this?
3. Click OK to delete the record or Click Cancel to cancel the deletion