In the Template Details section, users can access and manipulate various information related to the currently selected work template displayed in the grid area. For certain fields, such as Work Type and Work Priority, users have the option to either select items from a drop-down menu or enter data directly into the input fields, including Days to Complete and Days in Service. The information presented in the Template Details panel will update automatically when a different work template is selected in the Work Templates Grid. All editing actions can be performed directly within the Template Details page.
Details
The Template Details group provides options for users to select or input information related to Work Type, Work Priority, Days to Complete, and Maintenance Group. Users can either enter known data directly into the fields or utilize the drop-down menus to conveniently choose from a list of available options for Work Type, Work Priority, and Maintenance Group.
The Template Details group features two hyperlinks located at the top of the section: one for Task Instructions and another for Attachments. By clicking on the Task Instructions hyperlink, users can access a viewing window that displays the Task Name and Task Instructions. However, please note that while users can view this information, they are unable to add, edit, or delete any tasks directly from this window. Any modifications to tasks must be carried out in the Task List section of Antero.
Work Orders
The Work Orders section provides users with a view of any active, open work orders associated with the selected Work Template in the Antero database. This section is designed solely for informational purposes, meaning that no data entry is required.
The Work Orders section will display data when there are active records in the Work Management section of the Antero database. If no information is visible, it indicates that there are currently no open work orders associated with the selected work template. Users can access and review all open work orders linked to the work templates by navigating to the Work Management section.
Scheduling
Scheduling determines when the template will generate work orders. If the equipment is operational, the status will be displayed as "Equipment In Service" in green text. Conversely, if the equipment is not operational, it will be indicated as "Out of Service" in red text.
• Scheduled Check Box: The check box serves as a toggle for the scheduling options below. When checked, the template becomes active and will generate work orders according to the specified scheduling parameters. If left unchecked, the template will remain inactive and will not produce any work orders.
Scheduling Types
Users can choose to schedule work orders based on either an interval of days using the Days in Service/Instrument option or by specific calendar months, days, or dates with the Calendar type.
• Scheduling Date: The scheduling date serves as the initial reference point for the template’s scheduling parameters. This date is essential for the template to accurately calculate the upcoming schedule. It is important to note that the template will not consider any data prior to the specified scheduling date. Users can easily modify the scheduling date by clicking on the "change" hyperlink located beneath the scheduling date field.
• Next Forecast Date: The date indicating when the next work order will be generated according to the established scheduling parameters. Please note that scheduling types categorized as "Out of Service" and "Instrument" do not yield a next forecast date.
Scheduling Options
The information displayed in this section varies depending on the selected scheduling type.