The following fields can be filled out when manually creating or editing an order for a device or component.
Device Order
Field |
Description |
|---|---|
Type |
The type of appointment required for the device: •Check •Inspection •Malfunction •Screening •Service requirement •Servicing •Technical Inspection Authority |
Trade |
A field that determines which people can be assigned to an order in the Responsible field. |
Responsible |
The employee responsible for the order. You must select a contact or company stored in the Contact Management module. |
Intended deadline |
The scheduled time of the appointment being created. Today's date is input by default. |
Maintenance contract |
A check box that, if selected, indicates that a work maintenance contract exists for the order. |
Maintenance contractor |
The company that carries out the order. |
Pageable |
Whether the appointment can be outsourced to another person or contractor if the responsible is unable to do it. |
Estimated costs |
The estimated cost for the implementation of the order. |
Number |
A number is generated automatically for the order and cannot be changed. |
State |
The status of the order: •Planned •In progress •Finished By default, the status when the order is created is Planned. |
Importance |
How immediately the order should be completed. •Immediately •Short-term •Long-term |
Not carried out |
A check box that can be selected to indicate that the order was not carried out even though it is being marked as closed. |
Completed |
A check box that can be selected to indicate that the order has been carried out when the order is marked as closed. |
Ticket |
A field that can be used to link to an existing ticket (report?) for the order. |
Order template |
If an order template has been created for the order, it can be attached here. |
Work sheet |
If a work sheet has been created for the order, it can be attached here. |
Name |
A descriptive title for the order. |
Description |
A description of the order and any additional information you want to convey about the order. |
Follow-up appointment
Field |
Description |
|---|---|
Name |
A descriptive title for the follow-up order. |
Interval |
How frequently the follow-up appointments should be scheduled. |
Basis for previous target date |
A check box that, if selected, indicates the order must be actioned on the basis of the planned date. |
Last day of the month |
A check box that, if selected, indicates the follow-up order must be actioned on the last day of the month. |
Lead |
How far in advance the follow-up appointment can be completed. The color status for the order changes from green to yellow when the lead date has passed. |
Follow-up time |
How long after the planned date the appointment can be completed before without issue. When the follow-up time has passed, the color status for the order changes from yellow to red. |
