The Work Order (WO) Defaults tab contains multiple fields that allow you to enter additional default information about a task. Then when the task is selected as a main task in a work order, this information will be auto-populated into the work order.
Shared Fields
A shared field is one that shares a field caption and/or pick list with another field. Below is a list of shared fields in the WO Default tab of the Work Tasks module.
Field Name |
Shared Modules |
Priority |
Work (Work Orders, Requests, PM Template, Problems, and the Tasks module) |
Department |
Work (Work Orders, Planning- Department and Task modules, Requests, PM Template, Work Flow Setup-Classification, Employees, Equipment, Fluids, Materials, Problems, and Tasks) |
Division |
Work (Work Flow Setup-Classification and Tasks modules, Work Orders, Planning-Department and Task modules, and PM Template) |
Sub-Division |
Work(Work Flow Setup- Classification and Tasks modules, Work Orders, Planning- Department and Task modules, and PM Template) |
Area |
Work (Work Flow Setup- Classification and Tasks modules, Work Orders, Planning- Department and Task modules, and PM Template) |
Sub-Area |
Work (Work Flow Setup- Classification and Tasks modules, Work Orders, Planning- Department and Task modules, and PM Template) |
Special Functions
Below is a list of fields in the WO Defaults tab that have additional functionality.
Field Name |
Special Function(s) |
Est. Task Duration |
The Estimated Task Duration field allows you to specify the number of days it will take to complete that task. Note: This field is used to calculate the projected completion date; therefore, it must be populated if overdue notifications are to be sent. The projected completion date (found in the Costs tab) is auto- calculated based on the work order start date + number of days in the Estimated Task Duration field. |
Project Compl Lock |
This will automatically check the Lock field on the Work Order > Costs tab. This will lock the Projected Completion date from being changed after it is calculated. |