Review, Updating, & Closing Work Orders Work Order System Infor 10 (EAM) JCIM 2-16-15 E- Closing Work Orders, (2-16-15)

THERE ARE 3 WAYS TO CLOSE WORK ORDERS: Closing WORK ORDERS from the “WORK ORDER” Screen One Work Order at a Time Booking Labor, Problem Codes, Failure Codes, & eventually logging parts used. Adding Comment (short), or full comments in the COMMENTS TAB Closing WORK ORDERS from the “WORK ORDERS QUICK CLOSE” Screen Booking Labor or eventually logging parts used. Closing WORK ORDERS Using a MULTI-RECORD SELECTION (Proceed with Caution) PREFERRED Less Preferred, Missing Fields Recommend Only For Cancels E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS from the “WORK ORDER LIST ” Screen 1st: GO TO THE WORK ORDER LIST SCREEN E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS from the “WORK ORDER LIST ” Screen 2nd: FILTER FOR DESIRED WORK ORDER E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS from the “WORK ORDER LIST ” Screen 3rd: SELECT RECORD TO CLOSE E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS from the “WORK ORDER LIST ” Screen 4th: SELECT BOOK LABOR TAB, IF LABOR IS TRACKED E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS from the “WORK ORDER LIST ” Screen 5th: Select the Book Labor Tab E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS from the “WORK ORDER LIST ” Screen 6th: SELECT RECORD TAB, AND CHANGE STATUS TO CLOSED E- Closing Work Orders, (2-16-15)

Booking Labor Tip In order to book labor you must have an employee set-up When building that employee you will not be attaching an individual hourly rate to that employee Instead, Hourly Rates should be attached to the Trades, which you then will choose from when you go to Book Labor. E- Closing Work Orders, (2-16-15)

Booking Labor Tip Rates should be attached to the Trade E- Closing Work Orders, (2-16-15)

Booking Labor Tip If you assign an Employee to a WO & there is not an Hourly Rate assigned to the Trade,this error message will occur. Note: the Trade here does NOT come from the Employee but comes from the Task Tab of the PM Schedule. E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS from the “WO QUICK CLOSE” Screen 1st: GO to the WO QUICK CLOSE Screen E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS from the “WO QUICK CLOSE” Screen 2nd: ENTER or SELECT the WORK ORDER Number, Change Status, Save E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS Using a MULTI-RECORD SELECTION 1st: GO TO THE WORK (Proceed with Caution) ORDER LIST SCREEN E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS Using a MULTI-RECORD SELECTION 2nd: FILTER/SELECT DESIRED WORK ORDER(s) E- Closing Work Orders, (2-16-15)

CLOSING WORK ORDERS Using a MULTI-RECORD SELECTION 3rd: SELECT Desired STATUS, & SELECT SUBMIT E- Closing Work Orders, (2-16-15)