Before you begin:
Select Maintenance from the RMS Main Menu to arrive at the first screen in the Maintenance System.
This screen allows you to:
Look up and view a work order or group of work orders. The RMS user may look up a work order in a variety of ways. Other options are also available from this screen.
Prompt descriptions:
Enter work order number, search value:
Enter a work order number to view and work with. Use any button to search for a work order if you do not know its number. Then select [Look up] to begin your search.
Choose any of the buttons: [Select WOs], [Category/Unit], [Notes], [Unit manager], [Unit], [Vendor], [Invoice], [Given to], [Class.], [Entered], [Assigned], [Completed], [Parts], [Deferred], [Billed] and [Unapprovd]
To select a work order by some criteria other than work order number click on the appropriate button you would like to use for your search.
You may select more than one criterion. An example would be if you want to look up all the work orders that were given to ‘JOE’ that have not been approved. You would select the [Given to] button and choose JOE or type in ‘JOE’. Next, you would select the [Unapproved] button. The text box would look like this: JOE UN? Then select the [Look up] button, or press <Enter>. A select list of work orders given to ‘JOE’ that have not been approved will become available. Use your movement keys to highlight the correct work order and press <Enter> or double click with your mouse.
[Select WOs]
Click on [Select WOs] to search from a list of all existing work orders.
[Category/Unit]
Click on the [Category/Unit] button to search for work orders with a certain category for a particular unit.
[Notes]
Click on [Notes] to look up a work order by the notes associated with it.
[Unit manager]
The [Unit manager] button allows you to look up work orders assigned to a specific manager.
[Unit]
The [Unit] option allows you to look up all the work orders for a particular unit.
[Vendor]
Click the [Vendor] button to select from a list of work orders with the same vendor.
[Invoice]
Click the [Invoice] button to select a work order by the invoice number. If two work orders have the same invoice number, they will appear in a list. Highlight the correct work order and press <Enter> or double-click it with your mouse.
[Given to]
The [Given to] button allows you to look up the work orders by the name you put in the "given to" text box. If you do not know the exact "given to" name you may [Select] from the list.
[Class.]
The [Class] button allows you to look up a work order by one of the three classifications: Billable, Contract or File only.
[Entered]
Click [Entered] to choose a work order from the list of work orders with this status. You may also type in ‘E’ and press <Enter>.
[Assigned]
Click [Assigned] to choose a work order from the list of work orders with this status. The short cut for this method is to enter an ‘A’ in the text box.
[Completed]
Click the [Completed] button to choose a work order from the list of work orders with the completed status.
[Parts]
Click the [Parts] button or type a ‘P’ in the text box for a list of work orders with parts on order.
[Deferred]
Click the [Deferred] button or type a ‘D’ to select from a list of all work orders that have the deferred status.
[Billed]
Click the [Billed] button or type a ‘B’ in the text box to select from a list of all work orders that have the billed status.
[Unapprovd]
Click the [Unapprovd] button or type ‘UN?’ to select from a list of all work orders that have not been approved.
You may select [Exit to Main Menu] or [Exit System] from the Files menu to exit this screen and return to the Main Menu.