Open the TAG Controls window.

Controls

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.

Controls General Tab

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 reature 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.

No. Series Tab

Technician Nos. – Define the numbering sequence for Resource Cards.

Equipment Nos. – Define the numbering sequence for Equipment Cards.

Facility Nos.– Define the numbering sequence for Facilities.

Consumable Nos. - Define the numbering sequence for Consumable Cards.

OSP Nos.– Define the numbering sequence for Outside Service Provider Cards.

Tool Nos. - Define the numbering sequence for Tools.

Document Tracking Nos. –Define the numbering sequence to be used for the Universal Document Number assigned to Documents in TAG.

Work Procedure Nos. - Define the numbering sequence for Work Procedures.

Template Nos. – Define the numbering sequence for Template Cards.

Date Meter Policy Nos. – Define the numbering sequence for Date Meter Policy Cards.

Inventory Policy Nos. – Define the numbering sequence for Inventory Policy Cards.

Request Nos. - Define the numbering sequence for Request Work Orders.

Planned WO Nos. - Define the numbering sequence for Planned Work Orders.

Released WO Nos. - Define the numbering sequence for Released Work Orders.

Finished WO Nos. - Define the numbering sequence for Work Orders that have been posted (finished).

The numbering sequences and naming convention for numbering sequences in TAG are defined using the No. Series Tab. Use the look up button on each field to provide a Starting Number, Ending Number, Date information and how you want the numbers created.

No. Series Tab Look Up

If you check only the Default box, numbers will be automatically assigned by the system when a new record is created. If you only check the Manual box, new record numbers will be assigned by you and will not be automatically assigned by the system. If you check both boxes, you may assign a number to a new record or the system will automatically assign a number to a new record upon creation.

Schedule Tab

Whiteboard Period Start – The format of the input string for this field is sign, followed by a number, followed by a period designator. Do not place spaces between the sign-number-designator. Valid signs are minus (-) and plus (+). Period designators are day (D), month (M) and year (Y). The value you assign in this field is used with the Oldest Released Order Service Request Date to determine the first day to show in the Whiteboards. Using this example, the first day to show in the Whiteboards would be the oldest Released Order Service Request Date minus 0 days.

Whiteboard Period Length - The format of the input string for this field is a number followed by a period designator. Do not use spaces between the number-designator. Period designators are day (D), month (M) and year (Y). The value you assign in this field is used with the Oldest Released Order Service Request Date to determine the maximum date to be shown on the Whiteboards. Using this example, the Whiteboards allows forward scrolling to one year ahead of the oldest Released Order Service Request Date.

Whiteboard Sort – Select the default sort method for entries displayed on the Personnel Whiteboard.

The purpose of the parameters defined under the Posting Tab is to allow the user to define the defaults for controlling what data from a completed Work Order is used to populate specific Microsoft Dynamics™ NAV journals. The data fields above the "line" on this form allow you to define several variables. From left to right, the check box under the Post heading must be "checked" if you want TAG to populate the specific journal when posting a Work Order. Next is found the Microsoft Dynamics™ NAV Journal and Batch you want to Populate.

Posting Tab

On the far right of the form under the Auto Post heading, you may check the box indicating you want Microsoft Dynamics™ NAV to automatically post the journal when it is populated.

The Posting Date option allows users to define the date to be used as the posting date in a Finished Orders. This feature allows a user to select the Work Date (default) or the System Date as the date to use as the posting date in the FO.

Validity Tab

Require Supervisor on Order – If you require a Supervisor to be entered on each Released Order before it can be closed, check this box.

Require Technician on Line – If you require a Technician Code to be entered on each line of a Released Order before it can be closed, check this box.

Require Tech/Vendor on Order – If you require a Technician Code or a Vendor Code for a Released Order before it can be closed, check this box.

Require Equipment on Order – If you require the assignment of Equipment for a Released Order before it can be posted, check this box.

Require Equipment on Line – If you require the assignment of Equipment for a Released Order line before it can be posted, check this box.

Approval Required – If you require Released Order to be approved before they can be posted, check this box.

Inventory Filters Item Category and Product Group – Use this fields to define the default filters for Item and/or Consumable lists for the creation of the Facility Card.

Default Labor Rate – If no Labor Rate is defined for the Facility and no Cost is assigned to a personnel record, this is the cost used when a Released Order is posted.

Security TAB

Security On – To activate security in TAG, check this box. When security is activated in TAG, users will only be allowed to view information relative to the Facility and/or Regions to which they are authorized. For more information on Security, see User Setup in this chapter.

Personnel Plan Required – When selected, this option requires that each person set up in TAG be assigned a Facility Location.

Personnel Region Required – When selected, this option requires that each person set up in TAG be assigned a Region.

WorkOrder Tab

Print Logo – This option allows you to print or omit printing a logo on the work order produced by TAG. Options available are No (do not print the logo) or left, right, center which causes TAG to print the logo (picture) set up through the Company Information General Tab in the center or left or right side of the work order.

Print Work Order Title – The title "Maintenance Work Order" may be printed on the left, right or center of the work order by selecting the appropriate setting via this option.

Print Company Name – Selecting this option allows you to print the company name on the work order produced by TAG as defined through the Company Information General Tab.

Signature 1 Title – Use this field to define a title to be printed as a signature block at the bottom of the work order.

Signature 2 Title – Use this field to define a second title to be printed as a signature block at the bottom of the work order.

Message 1– Use this field to define a message to be printed at the bottom of the work order.

Message 2– Use this field to define a second message to be printed at the bottom of the work order.

The options found at the bottom of this form allow you to set the defaults when the Work Packet is printed. You may override these options when printing and include:

• Exclude Finished Steps – Finished steps will not be printed on the Work Order when this option is selected.

• Print Notes – When selected, this option causes TAG to print Notes associated with the Work Order.

• Print Qualifications – Required Qualifications will print on the Work Order when this option is selected.

• Print Requirements – Related Requirements will print on the Work Order when this option is selected.

• Print Picking List – When activated, this option will cause TAG to print a Pick List (all Related Requirements on the Work Order) with the Work Order.

• Print Parts List - When activated, this option will cause TAG to print a Parts List (all Parts for all Equipment on the Work Order) with the Work Order.

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See Also