Controls General Tab
The Controls form is used to establish the “rules” for handling defaults and numbering sequences relating to Equipment, Personnel, Tools, OSP’s, etc. At the bottom of the Controls form, the current version and update level for TAG is shown.
Default Priority – When a Work Order is created, assign this Priority as the default.
Default Maintenance Type– When a Work Order is created, assign this Maintenance Type as the default.
Default Status – When a Work Order is created, assign this Status as the default.
Lead Times Requested, Start, Due By and Expiration – Lead times are provided for calculating the Requested Service Date, Start Date, Due By Date and Expiration Date on a Work Order. When a Work Order is created (system or manual), these lead times are “added” to the system date to calculate the respective dates on the new Work Order.
Calculation Method – Select the Minutes or Hours method to define the default shown for time calculations when closing lines on a Released Order.
Request Lock on Create – When active, this option Locks Work Requests when they are created.
Convert Request to Order, Default Choice for Additional Description – The two options provided here allow you to control where the Work Request Additional Description is placed when a Work Order is created from a Work Request. The options are:
- Notes – Selecting this option causes TAG to place the Additional Description in the Work Order header Notes when it is created from a Work Request.
- Comments – Selecting this option causes TAG to place the Additional Description in the Comments on the Work Order when it is created from a Work Request.
Allow Meter History Logging – The purpose of this feature is to assist with the following Work Order Posting situation. Assume there is more than one Released Work Order open which references (header or step) the same Equipment. Also assume value(s) are entered for a meter reading (header or step) on the Released Orders.
At the time data is entered in either the Service Meter (header) or Results Value (step) field on a Released Order, the value from the Current Meter (Equipment Service tab) field is captured. During the Posting process for each Released Order, the captured meter value is compared to the Current Meter on the Equipment record. If the two values are different, an error occurs and Posting stops. Therefore, only one (first posted) of the RO’s will Post under these circumstances. The reason for this editing is to stop the Current Meter (Equipment Service tab) from being updated with invalid information particularly when Allow Rollover (Equipment Service tab) is activated.
The above edit logic and result remains the same when Allow Meter History Logging is NOT active. However, when Allow Meter History Logging is activated, logic controls the creation of a “Logged” entry in the Meter History table when the above conditions exist. Logged entries in the Meter History table DO NOT update the Current Meter value when Posted, they are simply inserted into the history table for reference.
When Meter Logging is enabled and a Released or Pending Approval Order is Posted that contains a meter value (header or step), TAG uses specific logic to determine if the entry to be created is a Logged entry. The captured meter value is compared to the Current Meter on the Equipment record. If they are the same, a Logged meter entry is made to the Meter History Table.
If they are different, the user is prompted for guidance as to how the situation is to be resolved. The user may stop the Posting process, override the Current Meter with the entry on the Equipment record or create a Logged entry in the Meter History table.