Problems

In this module, you will create a record for each problem that results in a work order.  Each time you create a record in this module, that problem is added to the problems code-description pick list.  This pick list is used throughout the Work program. By selecting a problem from the pick list in the Work Order module, the default values from this module will automatically be populated in the corresponding fields.  This module also allows you to specify which notifications will be automatically sent when this problem is selected in a request or work order.

Module Toolbar

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More information about the tools available in this module

Note: To view an explanation of any field, Ctrl + right click in that field.

 

Tutorial MovieClick on this link to access the Work Flow Setup tutorial movies.

To access the Problems module, select Work > Work Flow Setup > Problems and the following window will appear. 

Problem

In This Section

Problems Header Data

Defaults Tab

Notifications

Categories Tab

Knowledge Base Info

See Also

Work Flow Setup

Categories

Employee

Crew

Contractors

Equipment

Materials

Fluids

Work Tasks

Causes

Classification

Exclusion Days

Account Number

Account Project Number

Cost Markup Library

Work Flow Setup Tutorial Movies