Repair Specifications

tool_128_hotThe Repair Specifications function is used to define a type of repair including the criteria to be used in selecting equipment for servicing, how to charge back costs, a list of parts and labor hours required for the job and even a list of the tasks to be performed.

You can define a very general repair type (eg. Rep) that has no particular parts, labor or tasks associated with it. The type may be used for any or all equipment.

You can also create repair types for 100 hour service, 5000 miles service, etc. Each repair type can be associated with all equipment or specific department/groups.

You may select each menu item individually or for a new type , you can start with Selection Criteria and the system guides you through each screen for Expense Definitions, Parts, Labor and Tasks. Each type is only required to have Selection Criteria and Expense Definitions. Parts, Labor and Task lists are all optional.

The Repair Specifications function can be accessed from:

Service Center- Other

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Search Existing

Common Name. Enter the common name of equipment that is to be selected based on the criteria established here.

Press ‘Return’ to have this repair type and criteria apply to all equipment- Generic Repair Type.

Repair Type. Enter the 1-5 character definition of a repair (e.g. Lube, Tune, etc.) This is the type of repair. If the repair type has not been defined, the system will display a message and continue. If not defined, you will have to set the repair specifications later. If the repair type has been defined, the system displays the repair description.

Description. Enter the 1-25 character description of the repair type. This is informational only.

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Selection Criteria

Number of Times Rented. Enter the number of rentals (contracts) to use for the selection.

Equipment will be selected when the # times rented in the equipment file is greater than or equal to the # times rented in the repair history file plus the # times rented in the repair selection file.

For example, 20 means select this after every 20 rentals have passed since last repair.

Number of Meter Units. Enter the number of meter units to use for the selection.

Equipment will be selected when the current meter reading in the equipment record is greater than or equal to the # meter units in the repair history file plus the # meter units in the repair selection file.

For example, 500 means select this after every 500 meter units have passed since the last repair.

Number of Rental Days. Enter the number of days the equipment has been out on rent since the last service of this type.

Equipment will be selected when the # rental days life-to-date in the equipment record is greater than or equal to the # rental days in the repair history file plus the # rental days specified here.

For example, 30 means to select the equipment after every 30 rental days.

Number of Days Since Last Service. Enter the number of days from last service date to use for the selection.

Equipment will be selected when the date today is greater than or equal to the date last serviced in the service history file plus the elapsed days specified here.

For example, 30 means to select this equipment after 30 days from last service date.

Number of Days Since Last Rented Date. Enter the number of days that have passed since the equipment was last rented.

Month of Year. Enter the month of the year (1-12) to use for the selection of the equipment for servicing.

Equipment will be selected when the month specified here is the same as the month in today’s date.

Day of Month. Enter the day of the month (1-31) to use for the selection of the equipment for servicing. For example, if you service certain equipment on the 15th of each month, enter a valid day.

Equipment will be selected when the day specified here is the same as the day in today’s date.

NOTE. When the Month and Day are specified, the equipment will be selected when the month and day are the same as the date when the report was run.

On Request?. Check if you want to do this on request. There are some repair types that are not part of servicing, but are done only when needed or there is a breakdown. Leave unchecked if you do not expect to do this on request.

Service Priority. Select the service priority from the drop-down box. The servicing reports show the priority of the servicing to be done. This provides information about which repair type should be done first.

Default Order Type. Select which order type you want set as the default for repairs.

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Expense Definitions.

There are three sets of expenses or costs. The first applies to work orders, the second to field service orders, and the third to customer service orders. The required fields are the same for each.

Parts Expense Type. Select the type of costing to be used from the drop-down box.

Parts Expense %. Enter the percentage to be added to the cost.

Parts Fixed Cost. Enter the fixed cost amount to be allocated when this service is done.

Labor Expense Type. Select the type of costing to be used from the drop-down box.

Labor  Expense %.  Enter the percentage to be added to the cost.

Labor Fixed Cost. Enter the fixed cost amount to be allocated when this service is done.

Estimated Time. Enter elapsed hours needed to complete this service. The elapsed hours are added to the start time of the work order to calculate the estimated end date/time.

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Parts.

Add Part. Select to add a new parts item.

Fill in quantity, item number and a description for the added parts.

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Labor.

Add Labor. Select to add a new labor type.

Fill in the hours and type for the added labor.

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Tasks.

Add Tasks. Select to add new tasks.

Fill in the labor type and description for the added task.

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New. Select to add a new repair type.

Delete. Select to delete the repair specification.

Cancel. Select to exit the repair specifications form.

Save. Select to save the repair specifications.

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