Job Operation

Overview

Job Operation document is used to track a job's operation. This job can be any job - be it maintenance of motors, service of motors, or supplying manpower.

Buttons

• Get Job ID
  This button only appears when creating new Job Operation. Pressing this button will pop up a dialog showing latest Job IDs if no Client is selected. If a Client is selected, pressing this button will pop up a dialog showing latest Job IDs for this client.

• Create Job Commercial
  This button only appears for saved Job Operation and only if there's no Job Commercial linked to this Job Operation. Pressing this button will trigger navigation to create a new Job Commercial, with the Job Commercial's Main Job ID and Related Job Operations already prefilled with this Job Operation's Job ID.

• Go To Job Commercial
  This button only appears for saved Job Operation and only if this Job Operation is already linked to a Job Commercial. Pressing this button will trigger navigation to the linked Job Commercial.

• Create Multiple Copies
  This button only appears for saved Job Operation. The feature is intended to be used to create copies of this Job Operation, useful for jobs during shutdown. This will only work for Job Operations with Job ID ending in brackets with number inside, like (1). Pressing this button will pop up a dialog to confirm creating multiple copies. Fill in the suffix numbers for the copies. For example, putting 2-5 will create copies with suffix (2), (3), (4), and (5).

Fields

Below is explanation on what each field in Job Operation document means. Words in squared bracket indicate the data type for the field.

Details Tab

Job Registration Section

• Client [Selection]
  The customer/client this job is for. Searchable from both the Company Name and Customer Code.

• Job ID [Text]
  Job ID for this job. There's suggestion pop-up that will suggest Job ID for this job, but this can be changed freely. It is highly recommended to stick to Job ID Standard Format so that job ID suggestion feature works properly.

• Engineer in Charge [Selection]
  The EIC assigned to this job.

• Job Description [Text]
  Any description or explanation regarding this job.

• Disassemble Picture Taken [Checkbox]
  Indicates that disassemble pictures for this job is ready. This should be ticked by registration team after:

  • Equipment is disassembled.

  • Pictures of disassembled equipment parts are taken.

  • Pictures are uploaded to the operation team's OneDrive/SharePoint.

• Received Date [Date]
  The date the equipment arrives.

• Job Operation Type [Selection]
  Indicates what type of job this Job Operation is for.

• Service Window [Selection]
  Indicates the urgency of the job.

• Motor Picture [Image Attachment]
  Whole picture of the equipment. This picture should be taken by registration team as the equipment arrives.

• Shutdown [Checkbox]
  Indicates that this job is part of a shutdown.

• Branch [Checkbox]
  Indicates that this job relates to a branch rather than actual client/customer.

• Warranty [Checkbox]
  Indicates that this is a warranty job.

• Warranty For Job ID [Selection]
  This field only appears if Warranty checkbox is ticked. Job ID that relates to this equipment under warranty should be selected. Only completed Job ID will appear in the selection list.

Motor Details Section

• Tag Number [Text]
  If this is a motor related job, enter the tag number of the motor here.

• EX Type [Selection]
  Indicates the EX type of the motor.

Client Details Section

• Location [Text]
  Location of the client, if relevant.

• Delivery Orders [Complex]
  Delivery order details for this job. The entry is linked with Job Commercial "Delivery Orders" table. Adding an entry to this table will also duplicate the entry to Job Commercial and vice-versa.

  • Fields:

    • Reference [Text]
      Delivery Order Reference for the equipment for this job. This will also update the linked Job Commercial document.

    • Delivered Date [Date]
      The date when the equipment is sent back to the client/customer. The current date is automatically inserted if the field is empty when Delivery Order Reference is added.

Engineer in Charge Section

• Operation Status [Selection]
  Indicates the status of this job. EIC should update this regularly to reflect the status of the actual job.

• Target Collection Date [Date]
  Date when client is expected to make payment.

• Job Completion Date [Date]
  This date should be filled when the job is complete.

• Costing Sheet Reference Number [Text]
  Costing sheet reference number.

• Person in Charge [Text]
  Client's person in charge for this equipment/job.

• Estimate Invoice [Selection]
  Estimated month of when invoice is expected to be produced.

• W/O @ P/O @ R/O [Complex]
  Work order or purchase order or release order numbers for this job. The entry is linked with Job Commercial "Purchase Orders" table. Adding an entry to this table will also duplicate the entry to Job Commercial and vice-versa.

  • Fields:

    • Reference [Text]
      W/O or P/O or R/O reference. The entry is read-only if it is validated from the linked Job Commercial document.

Additional Information Section

• Remarks [Text]
  Any remarks or additional useful information to put related to this job.

Tracking Tab

• Duration Taken to Complete (Days) [Number, Read Only]
  This value is automatically calculated based on Job Completion Date and Received Date. Only visible when Job Completion Date is filled.

• Elapsed Duration (Days) [Number, Read Only]
  This value is automatically calculated based on Received Date and current date. Only visible when Job Completion Date is not filled.

• Warranty Jobs [Complex, Read Only]
  This is only visible if there is at least one other warranty job linked to this job. Lists out all warranty jobs linked to this job.

Connections Tab

This tab shows other documents related to this Job Operation.