Using Work Performed Reporter

Work Performed Reporter is a EAM / CMMS tool that allows users to create work orders in InfoNet. These work orders will most likely be created when:
• A job has been completed without a prior written work order. These are those 'oh, by the way, while you are here would you .... ' types of jobs that always come up.
• A job has been started without a prior written work order and the technician or engineer needs to log hours against the job.
When using Work Performed Reporter you can:
• Create simple work orders that have only one task and one asset assigned.
• Assign inventory to the job
• Assign additional personnel to the job.
• Write comments about the job.

There are two sections to Work Performed Reporter the Create section and the Complete/Close section.

The Create section is where you fill out the basic information about the work order.
• The top section are the same fields that are on the General tab of the Work Order Records in the Desktop application.
• The Work Order ID# will be automatically assigned when you 'Create' the work order.
• Fields that are in green are required.
• The date you enter in the Done field will be used as the date the work order was completed.
• The Originator will be who ever is logged in when entering Work Performed Reporter. You can change the Originator if you are filling out the form for someone else.
• The values in the drop down boxes are edited in the Desktop application
• There is no default maintenance task on the Work Performed Reporter, select the task from the list.
• If you select one of the global fields (Location, System, Cost Center, or Department first you will filter the asset list to those that match the filter criteria.
• Once an asset is selected the associated global fields will be populated as well.

Using the Work Order Completion Page

The purpose of the Work Order Completion page is to enter the necessary data about a job once it is completed or started.

The Work Order Completion page is used by both Work Order Explorer (WOE) and Work Performed Reporter (WPR). The work order completion section of InfoNet is accessed by clicking on the Kangaroo while in Work Order Explorer or after clicking on Create after completing a Work Order in Work Performed Reporter.
Work Order Instructions

This section has the Work Order ID# and the Work Order Description. These fields are grayed out as they are un-editable. The Work Order Status and the Work Order due date are included in this section.
If you change the Status to Completed, or Closed, you will need to input the completion date on the form.
If you change the Status to Hold you will need to chose the Hold Reason from the drop down list.

If you change the Status to Canceled you will need to input the reason the Work Order is Canceled.
You can change the Due Date in this section of the Work Order Completion page.

Work Order Task
This section list the task(s) that are linked to the work order. Work orders that come from the desktop may have multiple Tasks linked to them. Work orders that come from Work Performed Reporter will not have multiple Tasks.

To view the items that are linked to a task expand the section by clicking on the icon next the task description. This will show you the asset(s) assigned to the selected task. Click on the icon again and you will then see the personnel assigned to perform the tasks on the Asset as well as any Inventory assigned to be used on the Asset.

Personnel and Inventory
Once the task and asset section is expanded out you will see the area where you can add and remove personnel and inventory. You can also change the hours or number of inventory items used in this section. Linking and editing personnel on a work order work exactly the same.
• To add personnel or inventory click on the Link button. Chose the personnel or inventory you want to link and then click on the add item icon.
• You can filter the personnel or inventory grid use the filter tool on the column heading. You can filter data to display only those records that match your criteria by clicking on the funnel in column header. (See below)

• To remove personnel or inventory click on the remove item icon at the end of that persons row on the grid.
• Once a personnel or inventory item has been selected you need to add, or edit, the hours expended on the job chose the edit hours icon. . Once you have the hours, or quantity, correct click on the save icon.

• Once you have input, edited or completed inputting your information be sure to select Update at the bottom of the form.