Svc Orders Tab

 

The Svc Orders Tab displays the service history for a service location by displaying all service orders generated for that service location in order with the most recent first. The Account Number, Service Location Number, and Service Location information are displayed on this tab for information purposes only and are NOT updateable. When a Service Location has at least one service order generated for it a picture of a “clipboard” is displayed on the tab. Also, when service orders exist for the service location being displayed a box appears directly beneath the Previous and Next arrow buttons indicating the number of service orders that have been generated for this service location:

 

images\ebx_1969641383.gif

 

When the Svc Orders Tab is active (selected) the Previous and Next arrow buttons take on a different functionality, allowing the user to “page” through the service orders. That is, the Previous arrow button will take you to a prior (or previous) service order and the Next arrow button will take you to the next service order.

 

The Svc Orders Tab displays an additional Options box for the user to select the “type” of service order to be generated. The default type (which is pre-selected by the system) is a Regular (or basic) Service Order. The Final service order option is designed to be used in conjunction with an anticipated Final Bill. The Final service order allows the user to enter information for the new owner address, new bill-to address, and final bill-to address for transfers of property ownership. See the explanation under the Final Bill help topic for more information regarding the address information required for a Final Bill. The Copy service order allows the user to simply enter the Order Number of an existing service order which will then be copied into the new service order being generated in order to avoid repetitive typing when a number of similar service orders need to be generated.

 

When the Svc Orders Tab is selected, a PRINT button is also displayed which allows you to print the currently displayed service order.

 

images\ebx_1043909452.gif

When a new service order is generated, the system automatically generates a unique Order Number as well as the date and time the service order is being created. The Order Status field is a display only field which is set to OPEN when the service order is initially generated and is reset to CLOSED when the final resolution is entered by the office personnel. Every service order contains 4 basic fields to be populated as well as separate sub-tabs for the Problem description and the Resolution description. The 4 basic fields are as follows:

Ø      Info Entered By (MUST be selected from a “drop-down list of personnel names maintained by the user in a separate database table)

Ø      Info Received By (MUST be selected from a “drop-down” list of methods by which service orders are initiated that is maintained by the user in a separate database table)

Ø      Initiated By-Name (used to enter the name of the person who initiated the request for service)

Ø      Initiated By-Phone (used to enter the phone number of the person who initiated the request for service)

 

The Problem Tab contains the following informational fields:

Ø      Work Classification (MUST be selected from a “drop-down” list of work type codes maintained by the user in a separate database table)

Ø      Work Assigned To (MUST be selected from a “drop-down” list of personnel names maintained by the user in a separate database table)

Ø      Work Scheduled – Date (used to enter the date upon which the work is scheduled to be performed)

Ø      Work Scheduled – Time (used to enter the exact time the work is scheduled). Note that this entry is optional.

Ø      Work Scheduled For (used to further schedule the work into broader categories such as Morning, Afternoon, etc.)

Ø      Problem Description (used to enter a detailed description of the problem)

 

The Resolution Tab is completed after the work has been completed and the printed copy of the work order has been returned to the office personnel. This Tab contains the following fields:

Ø      Resolution Entered By (MUST be selected from a “drop-down” list of personnel names maintained by the user in a separate database table)

Ø      Work Completed By (MUST be selected from a “drop-down” list of personnel names maintained by the user in a separate database table)

Ø      Work Completed Date (used to enter the Date the work was completed)

Ø      Work Completed Time (used to enter the Time the work was completed)

Ø      Resolution Description (used to enter the resolution as reported by the person who completed the work)