There are business cases that organizations use different work order completion and print layouts for work orders of different categories. For instance, PM and non-PM work orders may have different sets of fields required. Calem provides two options:
1. Completion of PM and non-PM Work Orders
A completion form is shown when a work order is transitioned to "Completed" status (from Work order form | More | Complete). A PM completion screen is used to complete PM work orders. A common completion screen is used for non-PM work orders.
Additional fields can be placed in the completion screen:
For example, the following form is a custom screen to complete PM work orders. "Ground Level" checkbox, and solution notes are added for completing PM work orders.
The following is the non-PM work order completion screen. In this case failure, cause and action codes are configured to mandatory for completing corrective and other non-PM work orders.
1.1. Completion Form for Other Categories
There are additional custom completion screens for other categories in addition to PM and non-PM shipped in Calem. You may contact Calem support to enable these additional forms if needed. For example, in addition to the PM and non-PM completion screens discussed above, you may want to have a completion screen for change work orders. See Calem Enterprise Admin Guide for more info.
If you need to have separate work order prints for PM and non-PM work orders, or separate forms, the first option above is not sufficient. For example, an organization uses separate work order forms and prints for PM and non-PM work orders. Each form layout allows customers to set a different set of fields required.
Calem allows you to utilize the layouts by categorization to set up layouts based on work order categories. The steps are listed below.
2.1 Custom Fields
The first step is to identify and create custom fields required for all the different work order categories. See this blog for adding custom fields.2.3 Work Order Layouts
In this step you will create custom layouts for each work order categorization identified.
2.4. Set Category Layout
Finally, go to dropdown design and modify work order category dropdown (Admin Guide | Data Design | Dropdown, select "cm_wo_category") and edit each category and set a categorization for layout to use. For example, if you have customized only the PM print and layout. You may just the "Preventive" dropdown to use the PM categorization. There is no need to modify other category entries.Additional resources
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