Pending Repairs Tab

A pending repair is a repair that is not addressed in the current work order due to reasons such as item unavailability or time constraint. When you create a new work order for an asset, all the previous pending repairs of the asset are automatically added to the new work order.

The Pending Repairs tab lets you to search, view, and modify the existing pending repairs, and also add new pending repairs for the FASTER assets.

This topic describes the following:

Searching and Viewing the Pending Repairs

The Advanced Search Options - Pending Repairs lets you use the multiple search options available to search and display the Pending repairs.

Tip

To view the Advanced Search Options - Pending Repairs page, click the Advanced Search Options - Pending  Repairs link.

To search and view the pending repairs

1.    In the Manage Shop Floor Activity section, click Pending Repairs.

The Advanced Search Options - Pending Repairs page opens.

2.    Specify the following search parameters:

a.    In the Asset Number, VIN/Serial Numbr or License box, type either the asset number, the vehicle identification number (VIN)/serial number, or the license number.

b.    In the Asset Organization list, select the asset organization.

c.     In the Department list, select the department assigned to the asset.

d.    In the Maintenance Shop list, select the maintenance shop assigned to the asset for repair.

e.    In the Year box, type the year of manufacture of the asset.

f.      In the Make list, select the make of the asset.

g.    In the Model list, select the model of the asset.

h.    In the Class list, select the class of the asset.

i.      In the Campaign or Recall Number box, type the recall or campaign number of the asset.

j.      In the Technician list, select the technician who is assigned to work on the repair.

k.     In the Est Start Date field, type the start date and time of the repair in the MM/DD/YYYY format, or select the date from the calendar and time from the clock.

l.      In the Pending Repair Filter list, select a pending repair type.

m.  Optionally, select the Include Completed Repairs check box to display the repairs that are completed.

n.    Optionally, if you know the exact asset number, vehicle identification number (VIN)/serial number, or the license of the asset, select the Exact Match check box to exactly match the search result with the search parameters.

3.    Click Search.

The Search Results grid displays the pending repairs searched based on the search parameter with the following information for each repair:

o      Repair Description

o      Recall Number

o      Labor Standard

o      Maintenance Shop

o      Assets Assigned

o      Assets Completed

o      Est Start Date

4.    Click the View link  next to a repair.

The Pending Repair Item page displays the details of the selected repair along with the assets  assigned to the pending repair in the Currently Assigned tab.

Note:

  • To remove the assigned assets of a pending repair, select the assets, and then click the Un-Assign Selected Assets link.

  • The Converted to Pending Count column displays the number of times a repair is converted to pending repair. This helps the Shop Floor Managers prioritize the repair task.

Navigation Tips:

  • To expand or collapse the grids in the search window, click to the right of the title bars.
  • To move the grids in the search window, drag a grid to a desired location. To save the position of the grid, click the icon. The position of the grids will be the same next time you open the search window.
  • To sort the search results displayed in a column by any category, click the column header.
  • To browse through the search results, use the arrows in the upper part or the lower part of the search result grid. You can also specify whether to display the entire search result or ten results at a time.
  • If there are too may results to display, the search returns an error message as The search results exceed the maximum number of records allowed. Only the first ‘x’  records are being shown. Please refine your search criteria if the record for which you are searching is not in the list returned. You must narrow your search to display targeted results.
  • To export the search results to a spreadsheet, word document, or CSV file, click the appropriate export link on the upper-right corner of the search results grid.

 

Exporting the Search Results Grid

You can export the Search Results grid in the following formats:

·       Microsoft Excel (.xls)

·       Microsoft Word (.doc)

·       Comma-Separated Values (.csv)

To export the search results grid

1.    Click the Microsoft Excel ( ), Microsoft Word ( ), or Comma-Separate Value ( ) icon in the upper-right corner of the Search Results grid.

The File Download dialog box opens prompting you to Open, Save, or Cancel.

2.    Click Save.

The Save As dialog box is displayed with the File Type of the selected format.

3.    Browse to the desired location, specify a file name, and then click Save.

The Search Results grid is saved in the specified format at the specified location.

Adding a Pending Repair

With required permission, you can add a pending repair.

Tip

To view the Pending Repair dialog box, click the Pending Repair link.

To add a pending repair

1.    In the Manage Shop Floor Activity section, click Pending Repairs.

The Advanced Search Options - Pending Repairs page opens.

2.    Click the Add a New Pending Repair link.

3.    In the Pending Repair dialog box, specify the details of the pending repair. For more information, refer to Adding the Pending Repair Details.

4.    In the Assign Assets page, specify the search parameters to search the assets that you want to assign to the pending repair.

a.    In the Asset Number, VIN/Serial Number or License box, type the asset number, vehicle identification number (VIN)/serial number, or license of the asset.

b.    In the Asset Organization list, select the asset organization.

c.     In the Department list, select the department assigned to the asset.

d.    In the Year box, type the year of manufacture of the asset.

e.    In the Make list, select the make of the asset.

f.      In the Model list, select the model of the asset.

g.    In the Class list, select the class of the asset.

h.    Optionally, select the Include Closed and Deleted assets in Search Results check box to display the assets that are closed or deleted.

i.      Optionally, if you know the exact asset number, vehicle identification number (VIN)/serial number, or the license of the asset, select the Exact Match check box to exactly match the search result with the search parameters.

5.    Click Search.

The Search Results grid displays the assets searched based on the search parameter.

6.    Select the check box corresponding to the assets to assign the assets to the pending repair.

7.    In the Estimated Start Date field, type the start date and time of the repair in the MM/DD/YY HH:MM AM/PM format, or select the date from the calendar and time from the clock.

8.    When finished, click one of the following:

o      Save to save the information.

o      Cancel to disregard the changes.

Editing a Pending Repair

You can edit a pending repair to modify or update the repair details.

To edit a pending repair

1.    Search and view the pending repair you want to edit.

2.    On the Pending Repair Item page, click the Edit Pending Repair link.

3.    In the Edit Pending Repair dialog box, make the changes as desired.

4.    When finished, click one of the following:

o      Save to save the information and close the dialog box.

o      Cancel to disregard any changes and close the dialog box.

Deleting a Pending Repair

A pending repair can be deleted if there is no labor transaction associated with the repair.

To delete a pending repair

1.    Search and view the pending repair you want to delete.

2.    In the Pending Repair Item page, click the Delete Pending Repair link.

3.    In the Delete Pending Repair dialog box, click one of the following:

o      Yes, Delete Value to confirm deletion.

o      Cancel to close the dialog box.

Manage Notes of a Pending Repair

The Notes tab lets you to add additional information related to the pending repair. You can add one or more notes each with its subject and details.

Note:

·       When you create a pending repair for an asset, the pending repair along with the repair note automatically adds to any new work order created for that asset.

·       You can click the Show All Notes link to expand the notes to display the note description. Click the Hide All Notes link to collapse the notes.

·       The notes icon in the Notes tab indicate that a note is added to the pending repair.
To add a note to a pending repair

1.    Search and view the pending repair.

2.    In the Pending Repair Item page, click the Notes tab.

3.    Click the Add New Note link.

The Add Repair Note dialog box opens.

4.    In the Subject box and Repair Note box, type the subject and details of the note respectively.

Required fields are marked with a red *.

5.    When finished, click one of the following:

o      Save to save the note and close the Add Repair Note dialog box.

o      Save & New to save the note and add another note.

o      Cancel to disregard any changes and close the dialog box.

Note: After you add a note to a pending repair, the notes icon is displayed in the Notes tab.
To edit a note of a pending repair

1.    Search and view the pending repair.

2.    In the Pending Repair Item page, click the Notes tab.

3.    Click next to the note you want to edit.

4.    Click the Edit Note link.

The Edit Repair Note dialog box opens.

5.    Make the desired changes.

6.    When finished, click one of the following:

o      Save to save the information and close the dialog box.

o      Cancel to disregard any changes and close the dialog box.

To delete a note of a pending repair

1.    Search and view the pending repair.

2.    In the Pending Repair Item page, click the Notes tab.

3.    Click next to the note you want to delete.

4.    Click the Edit Note link.

The Edit Repair Note dialog box opens.

5.    Click Delete.

6.    In the Delete Repair Note dialog box, click one of the following:

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