At the top of the module window you will see header data. This data remains at the top of your screen as you use the tabs to navigate through the record. The header fields are described in the table below:
Field Name |
Definition |
Employee |
This field allows you to identify the employee entered in the record. Note: This is a required field that features two parts: the employee's unique code and the employee's name. Warning: Changes made to the Employee code or description will only affect future records in the Work Orders system; historical data will not be updated. The codes and descriptions used previously will no longer be available for filtering. |
Assigned Work |
This numeric field calculates the total number of estimated work hours assigned to an employee. This is based on the estimated time it will take to complete each work order assigned to the employee for the week or the next seven days. Once a work order is marked complete, the assigned work hours are removed from this field. Note: For this field to function, the employee must be assigned as the lead worker on the work orders, the start dates must be populated on those same work orders, and the Estimated Labor Hours field (found in the Cost tab in Work Orders) must be populated. |
Employee Status |
This is a code-description field that allows you to select a status for the employee, such as Inactive or Active. This field has no special functionality, but is provided to allow you to specify why an employee is marked as Active or Inactive. |
Active Checkbox |
This checkbox has a special function. If marked, the employee will be designated as active and will appear in the Employee pick list for work orders. If this box is not marked, the employee will be unavailable for selection. |
Note: You can manually adjust the field properties so that the Active Checkbox is marked by default upon adding a new record. To do this, right click + Ctrl on the button and select Field Properties. In the Default Value window (circled in red below), select "Yes".