Fleet Reliability. Repair Procedure & Paperwork Workorder Entry Process - Appendix K. Prime Energy Service & Repair Process for Oil Free Air Compressors. Unit has Mechanical, Thermodynamic, Electrical and/or Functional Performance Problems. 1 st repair assessment in our RCC location.
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Repair Procedure & Paperwork
Workorder Entry Process - Appendix K
Unit has Mechanical, Thermodynamic, Electrical and/or Functional Performance Problems
1st repair assessment in our RCC location
Unit is a:
Needs more detailed analysis
National Service Manager
National Service Manager approves quote
Ship equipment to ACC the quickest economical way possible
RCC rental checkout or minor repair
Acc Service Center
detailed analysis, Repair Schedule, Estimated completion date and cost.
RCC closes workorder making unit available and receives purchase order
Shipment of equipment back to RCC the quickest economical way possible
ACC Repair Process
Repair Process finished?
ACC Test run
Work Order/Field Service/Log Report
Note: All Field Service calls must be entered into the Wynne System
Field work Order
Form – Work Order/Field Service/Log Report
Person Making Call
Person To Contact (Job Site Contact)
Time (AM or PM)
Equipment Location / Job Number
Rental Unit or Customer Unit
Preventable (Yes or No)
Cause of Failure
All Parts Used Listed
Last PM Date / Hours
Wynne System Work Order
Form – SMF
Detailed information on repairs required
List of parts required to repair the unit
There are two methods to generating a Work Order in the WYNNE SYSTEM.
Open a Work Order (opt. 11)
Modify an existing Work Order (opt. 12)
Close and Bill Work Order (opt. 13)
Open a Work Order, complete and close in single step.
If you have forgotten an action, you must open and complete a new work order.
After choosing the method of opening the Work Order, the system automatically prompts you to enter the following:
When opening a Work Order, the following are required fields for completing the cover page:
Helpful Hint: For the Work Order to be complete, all other information should be filled in on the cover page.
NOTE: By inputting information on the Work Order description field, a user can search the system to identify the reason the equipment has been removed from service.
The labor code identifies the type of work that is being performed. This is a required field. The system automatically defaults all repair items to this code.
Example, when you are replacing a starter, select the labor code under Electrical and you will see the different types of electrical repairs.
NOTE: In both parts and labor entry, you can change the labor code if multiple repairs or maintenance are completed on the Work Order.
The expense code is used to change the coding when you are doing a repair on a piece of equipment. The cost of the Work Order is charged to the expense line of business instead of the maintenance.
The expense code is defaulted to maintenance repair when entering the work order.
Billing to a location will charge the expense to the location that owns the equipment; thus, all work associated with a particular piece of equipment will be billed back to the owning store.
To bill the Work Order invoice directly to the customer, change the Bill to type: “C” charge or “$”cash.
Helpful Hints: To search for a customer or job information, Hit F4.
NOTE: When invoicing customers, you have the opportunity to change your labor rate and parts charges.
NOTE: When invoicing charge customers, select C, and enter customer account number to properly charge out parts and labor.
Note: It is very important to give detailed specific descriptions on Workorders for tracking Fleet Reliability.
When you setup a Work Order for warranty claims, the information is entered into the Wynne System. After the warranty has been accepted by the manufacturer, they send a credit that gets coded to reverse (subtract) the amount of the charges applied to the equipment.
When a piece of equipment is still under the manufacturer’s warranty, the open Work Order screen will display a highlighted note.
Warranty claim information will default to (M) if the equipment is under warranty.
If setting up a warranty claim, the system will automatically take you into the next screen. Enter the following:
If the item is not under warranty, change the code back to (n) to proceed.
Helpful Hint: If you do not remember what a particular warranty code means, hit F1 to view a list of options.
The following steps are required if completing an SMF within a Work Order.
Step 1:Select the mechanic(s)
Step 2: Note the Hours required during maintenance.
Step 3:Assign mechanic number to maintenance line under the Did field to update steps.
Each time a Work Order is created, the hours spent in labor must be added in the system to properly record the overall maintenance cost of the equipment.
Helpful Hint: To add more description on the Work Order, hit SHIFT F18 from any screen, and it will take you into Labor Description.
When the system does not allow for enough room to accurately describe the work that was performed, or when you have additional steps to note, you may do so at this screen.
Labor description: Provide a detailed description of the problem and what was done to fix it.
Note: Internal labor description is for comments that are not printed out on the Work Order or customer invoice.
Adding parts to Work Order provides information and detail to the work being performed. All parts that are being used to repairs or maintain the equipment should be recorded properly.
Item Number: Provide an accurate part number and the system will find the cost and description
LbrC: is to charge the labor parts used to failure types and should the parts should be coded to the different repairs completed
The billing screen serves different functions for each method of generating a Work Order:
Opening a Work Order through Option 11 will generate a Work Order number.
Remember, when using Option 14 – it generates and closes a Work Order in a single step.
Change print status to Y. Attach a copy of the Work Order to the SMF in order to ensure that the maintenance will be done at the completion of the Work Order.
NOTE: Billing does not occur until the Work Order is actually closed.
Warning!! Once a Work Order is closed, you cannot make any further changes. If you have forgotten an action, you must open and complete a new Work Order.
When completing either a customers piece of equipment or bulk rental the following apply:
Charge Customer/Bulk Rental Equipment
Billing a Charge Customer will create a Work Order invoice that will post directly to the customers account.
Bulk Rental billing will apply to the location that owns the item.
Billing a Cash Customer requires a cash payment type such as cash, check or credit card.
Underneath the payment code lookup window is a box listing the payment options. You can either enter the code or search by hitting F4.
If you complete a Work Order for a cash customer you need to receive payment and put it in the cash drawer.
Note: RDP will take into count the rental days for the following type of equipment - Air compressor 342 & Dryers 343 (less the hoses and other). This number reported on the SPIN Report based on data downloads.
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