Workflow MenuWorkflow Menu\Work OrdersWork Orders\Work Order Unlock

The Unlock button at the top of the Work Order screen is used to unlock and edit Work Orders with a Status of “Closed”. 

Note: When using MET/TEAM Mobile, Work Orders that were created prior to Mobile check-out cannot be unlocked.

This button is enabled only when the status of Work Order is “Closed” and the User is assigned to a   Group that has access.

The System Default “Work Order – Revision Suffix” supplies the revision suffix that is appended to the Work Order Certificate Number and the .pdf file that is created when a closed Work Order is unlocked and then saved. The default suffix is “-Rev{0}” where the “{0}” represents the revision number that is incremented with each unlock. To maintain the uniqueness of the Work Order Certificate Number and .pdf file created, you must include “{0}” in the suffix.

Automatic Revision Tracking can be controlled by the System Default “Work Order - Revision Tracking”.

Note: This System Default applies, when a Work Order is unlocked and the Service Type is of Service Mode “Calibration”.

This System Default is used to control automatic revision tracking as follows:

·         If inactive, automatic revision tracking is disabled.

·         If active and the value is 0, no .pdf file of the previous revision of the certificate is created.

·         If active and the value is 0a, the user is asked whether or not to append the Work Order - Revision Suffix to the certificate number. No .pdf file of the previous revision of the certificate is created.

·         If active and the value is 1, a .pdf file of the previous revision of the certificate is created and added to the Files section on the Labor/Files tab of the Work Order, and marked as Private.

·         If active and the Value is 1a, the user is asked whether or not to append the Work Order - Revision Suffix to the certificate number. If Yes is selected on the message, a .pdf file of the previous revision of the certificate is created and added to the Files section on the Labor/Files tab of the Work Order, and marked as Private. If No is selected on the message, no .pdf file of the previous revision of the certificate is created.

·         If active and the value is 2, a .pdf file of the previous revision of the certificate is created and added to the Files section on the Labor/Files tab of the Work Order, but is not marked as Private.

·         If active and the Value is 2a, the user is asked whether or not to append the Work Order - Revision Suffix to the certificate number. If Yes is selected on the message, a .pdf file of the previous revision of the certificate is created and added to the Files section on the Labor/Files tab of the Work Order, but is not marked as Private. If No is selected on the message, no .pdf file of the previous revision of the certificate is created.

Note: When a Work Order is unlocked, if the Certification Number is blank and the Service Type is of Service Mode “Calibration”, the Certification Number is filled with the Work Order Number. This action is done to provide unique filenames for the .PDF created.

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