Work Order Automation Settings Maintenance

Use Work Order Automation Settings Maintenance to specify the level of automation for each type of event that your organization uses.  Levels of automation include disabled, manual and immediate.  If you set a type of event to manual this means that when a mobile work order is completed the associated event will be recorded in the Automations area on the Service Management view, but the user is required to process it manually.  The immediate mode will create the event in the Automations tab and will process the event immediately when a completed work order comes back from the field.  The status of the Automation event will be set according to how it completed and the mode of automation - created, completed or needs review.  The types of events that are available are described below.

Notes:  

• Do not confuse Automation with Work Order Actions.  Automation is a separate function from Actions, which are a check list of tasks or workflow of things that need to be done manually after a work order is completed.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Work Order Automation Settings Maintenance, click More.

  1.  Click Service Management from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Automation.

  4.  Click Work Order Automation Settings.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [f] [a] [a].

   

  Work Order Automation Settings Maintenance Window Example:

  

   

• Creating a New Work Order Automation Setting, click More.

   

  CAUTION:  To maintain data integrity, new Automation settings can not be created.  To edit Automation settings, see the Editing step.

   

• Editing an Existing Work Order Automation Settings, click More.

   

  Work Order Automation Settings Maintenance
  Automation Event Modes	To set the desired mode for each type of event, select a setting from the drop-down list.   Event Modes are: Manual - By default each event is set to Manual mode.  This mode will create an event in the Automation tab on the Service Management view, but the user is required to manually process it. Tip:  This is useful for testing and verifying that desired automation events are working correctly before switching to immediate mode. Immediate - Immediate mode will create the event that displays in the Automation tab on the Service Management view, and process the event immediately.  If the event finishes successfully the status of the Automation is updated to Completed.  These events will not display in the Automation tab, if the Status filter is set to exclude Completed.  If there was a problem processing the event, the Status is set to Needs Review and the event will display in the Automation tab. Disabled - Disabled mode means that the event is disabled and an event is never created.
  Automation Event Descriptions Below are explanations of the Mobile Work Order Automation Events.
  Change Out	When processed, the change out is automatically performed in EDIFICE.  In addition, the old Device ID and Type, old Reading on that device, the new Reading, and the MIU number for the new device is recorded in the Automation tab.  If new inventory is added for the change out, during this automation event the inventory is added to EDIFICE.  If inventory already exists, the inventory information is updated.
  Customer Information	The customer's first, middle and last name can be corrected in the field.  When processed, this information will update the customer First, Middle and Last name fields in EDIFICE.
  Device Reads	There are 3 types of reads available as Mobile Work Order Automation events. Interim Read When processed, the Device ID, Device Type, Read Type and Current Reading information is used to create an interim reading, which can be viewed in the Read History view. Final Read When processed, the Device ID, Device Type, Read Type and Current Reading information is used to create a final billing transaction in the final billing transaction file. Note:  These transactions are excluded from journals, statements and posting routines by leaving the Only Work Order Automation box unchecked on the appropriate screens.  When the Only Work Order Automation box is checked only the transactions that came from the mobile work order automation are included. Regular Read When processed, the Device ID, Device Type, Read Type and Current Reading information is used to create a regular billing transaction in the billing transaction file. Note:  These transactions are excluded from journals, statements and posting routines by leaving the Only Work Order Automation box unchecked on the appropriate screens.  When the Only Work Order Automation box is checked only the transactions that came from the mobile work order automation are included.
  Update Device Info	When processed, the Update Type, Serial Number, Device ID and Type, Outside Number, Manufacturer Name, Model and Device Size information updates an existing device if found, or if not found a new device with this information is added to device inventory in EDIFICE.
  Device Tests	The Device ID and Type, the Test Date and Test Status information is recorded in the Automation tab as a device test event.  Currently, this is informational only.
  Inventory Used	The Inventory ID and Quantity Used information is recorded in the Automation tab for all inventory associated with a Mobile Work Order.  Currently, this is informational only.
  Labor	The Technician, Category, Hours and Resource ID information is recorded in the Automation tab as a labor event.  Currently, this is informational only.
  	To update the new or changed information, click Save. Note:  A message displays to alert you that the Automation Settings are saved.
  	CAUTION To avoid losing data, you must save new or changed records.
  or	To close the window when finished, click Close.

   

• Deleting an Existing Work Order Automation Setting, click More.

   

  CAUTION:  To maintain data integrity, you can not delete Automation Settings.  To edit Automation settings, see the Edit step.