Creating an Unplanned Maintenance Work Order

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
This help file does not exist in MainBoss 4.2.4, but the index for that version can be found here.

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You can use a unit maintenance plan record to create a work order immediately, rather than following the specified timing. For example, suppose you have a unit maintenance plan that describes an oil change on a particular vehicle. You can use this record to create an immediate oil change work order, even if the usual oil change hasn't come due.

Creating this kind of work order automatically updates the schedule of maintenance on the associated unit. In other words, MainBoss sets the clock back to zero when calculating future service. For example, suppose that a job is supposed to be done every 30 days. However, after 10 days, you create an unplanned work order for the job immediately. MainBoss sets the clock back to zero; the next time the job will be scheduled is 30 days after the work order you just created.

To create this kind of work order, you go to Coding Definitions | Unit Maintenance Plans, select the plan you want to use, then click Create unplanned Maintenance Work Order. This opens a window that contains the following:

Unit Maintenance Plan: The plan that you want to use as a basis for the work order.

Purchase Order Creation State override: This field may be useful if "Unit Maintenance Plan" has an associated template for creating purchase orders. The unit maintenance plan will specify the state of a purchase order created from such a template: Draft, Issued, Closed, Voided. When you create a work order "by hand," you may decide that a different state is more appropriate. Therefore, you can use "Purchase Order Creation State override" to specify the state of any purchase order that's created. (For more on purchase order templates, see Purchase Order Templates.)

Work Order Creation State override: Similar to "Purchase Order Creation State override". By default, each generated work order is created in the draft state. However, you may wish to put generated work orders into some other state instead—most likely the open state, indicating that the work order is ready to be printed. (Remember though that if a work order is open, some of its information is locked down and can't be changed unless you first Suspend the work order.)

For Access Code options: Let you specify what to do when the access code for a unit is different than the access code for the plan's task description:

Prefer value from Task: If both the task and the unit record specify an access code, MainBoss assigns generated work orders the access code from the task. However, if the task record doesn't have an access code, MainBoss uses the code from the unit.

Prefer value from Unit: If both the task record and the unit record specify an access code, MainBoss assigns generated work orders the access code from the unit. However, if the unit record doesn't have an access code, MainBoss uses the code from the task.

Only use value from Task: MainBoss always uses the access code from the task record. (If the task record doesn't have an access code, generated work orders won't have an access code either.)

Only use value from Unit: MainBoss always uses the access code from the unit record. (If the unit record doesn't have an access code, generated work orders won't have an access code either.)

For Expense Model options: Let you specify what to do when the expense model in the unit record is different from the one in the task record. The options work the same way as the options in For Access Code.

Comments: Any comments you want to record about what you're doing.

Commit: Clicking this button creates the work order. The work order will be recorded in the Scheduling History section of the unit maintenance plan record.

Close: Closes the window.

For more on unit maintenance plans, see Unit Maintenance Plans. For more on work orders, see Work Orders. For more on editors in general, see Using Editors.

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