Assigning User Work Order Entry Default Views

The Work Order Entry screen provides several column views for viewing additional information. You can use the User Maintenance screen to assign the column view your employees see when they create a work order, and the view they see to review work orders. Setting up a default view does not prevent users from viewing alternate columns, but it should be the one they use most often for the specified task.

To assign a user Work Order Entry default view:

  1. From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.

  2. In the User ID field, enter the log-in ID for the employee to whom to assign default views.

  3. In the WO Recall field, enter the view to use as a default view when the user reviews a work order.

  4. In the WO New field, enter the view to use as a default view when the user creates a new work order.

  5. Change other user maintenance settings, as needed.

  6. Press Esc to display the Reason for Change prompt.

  7. At the prompt, enter a brief statement about setting default WOE views.

  8. Press Esc to save your changes and clear the screen.

Note: The changes do not go into effect until the next time the user logs on to the system.

See Also:

Setup Requirements for Work Order Management

Entering Work Orders