The work order consists of several linked tables. For some tables, the so-called "Info Boxes" have been created, which are displayed on the right margin.
There are following Info Boxes available:
- Drop Area
- Work Order History
- Work Order Details
- Work Order Texts
- Comment Sheet
- Work Order Facts
The relevant Info Boxes of maintool are explained in the following chapters.
Drop Area Info Box
The "Drop Area" info box allows saved documents to be linked to the work order using "drag and drop". The path address to the storage location of the relevant document is then displayed in the "Links" info box under "Attachments" and can be accessed from there.
Editing or deleting the link is also possible in the "Links" info box.
Work Order History Info Box
This info box shows a tabular overview of the work order for the following elements:
| Work Order No. | existing Work Order No. |
| No. of Entries | posted consumptions and expenses |
| Follow-Up Work Orders | existing Follow-Up Work Orders |
| No. of Origin Lines | e.g. 1 object monitoring Line |
| Purchase Quotes | existing Purchase Quotes |
| Orders | existing Purchase Orders |
| Posted P. Invoices | posted incoming Invoices to the work order |
| Posted P. Credit Memos | posted purchasing credits/invoice corrections |
| Sales Quotes | existing Sales Quotations |
| S. Invoices | existing, but not posted Sales Invoices |
| Posted S. Invoices | posted Sales Invoices |
| Posted S. Credit Memos | posted Sales Credits |
Work Order Details Info Box
This info box shows the technical objects assigned to the work order and allows to enter and edit the work order details, as well as display the object in an online map view.
Work Order Texts Info Box
Work order texts can be used to define or document tasks and workflow specifications for processing a work order. The texts can be viewed or edited via the info box. Predefined notes and Instructions or checklists, e.g. with obligatory feedback, can also be accessed.
Further information on the use of checklists can be found here.
Work Order Comment Sheet Info Box
In addition to the work order texts, comments can be stored. These are provided with a date stamp and enable chronological recording and evaluation. By clicking on “Text editor”, a text editor can be opened, with which content can also be added by “Copy/Paste”.
Comments can also be used for example, if the description lines in the General Tab are not sufficient, to describe the work order or background information.
Another use case for Comments can be to use them to enter your own to-do-lists, etc. in the planning phase of the work order, which typically do not belong to the work order texts or service description category. Comments are not printed on the work order card.
Related to