Log Form Viewer (for work order metrics)

Purpose:

The Log Form Viewer is used to establish a list of system metrics to be captured by the technician when working on a piece of equipment.

When a PM Work Order is created, the Log Form referenced in the Site Equipment record will be written to the WO's Equipment tab, and is used to generate the lines on the Work Order Metrics tab.

When a Work Order is created in New Call, the used may override the Log Form Id from the Equipment record. The Log Form Id selected in New Call will be written to the new WO's Equipment tab, and will control the WO's metrics.

Usage:

When a service or PM work order referencing a log form is created in SAM Pro, metrics (log form lines) will only be written to the Work Order Metrics tab if the Technician is not a TechAnywhere tech (e.g., Remote Access is set to None) or if no Tech is specified. If it is initially assigned to a technician with remote access, metrics will be uploaded to the technician’s device, and then posted to the work order in SAM Pro when they have been completed in the field.

A Log Form line may not be deleted from this viewer if it is already referenced on a Work Order Metrics tab.

The user is warned if he or she changes the Line, Header or UM (Unit of Measure) of a that exists in work order system metrics:

"This field has been referenced in the work order metrics tab *** times. Any changes to this field should only be to correct typos or to clarify the test parameters - NOT to change the purpose of this metric."

Cycle Code Filtering:
The Log Form specified on the Client Site Equipment record may include lines metrics that should be recorded at every service or maintenance call, as well as some that need only be recorded on (for example) system startup or installation. In this release, both Sam Pro and TechAnywhere have been enhanced to filter (via the specified "Cycle Code Filter" associated with PM schedules and service Work Codes) the lines written to the Work Order Metrics tab. This enhancement allows the filtering of the metrics lines by CC (Cycle Code).

Important Fields: Upper Section

Log Form Id:
Uniquely identifies this record; this field is required.

Log Form Name:
Briefly describes this Log Form.

Obsolete?
If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be un-done when necessary. When you check the Obsolete field, the following message box will be displayed:

“You have elected to obsolete this record. Would you like to see existing references to this record?”

If you click Yes, the system will display a viewer that provides click-through access to all tables referencing this record: see References List for details.

Important Fields: Lower Section

Log Form Header:
Log Form Line:
These fields will be displayed on the Work Order Metrics tab and should clearly define the reading that should be taken.

Two rows in the same Log Form record may not contain identical Heading and Line contents. The following error appears if you attempt to save the record with this situation: “LogFormLinesByDescriptionByParentRn for table ‘lgfrmlne’ would not be unique.” The user must edit the one of the offending row entries to insure its uniqueness before the record can be saved.

 

Example:

Not Allowed:

Row 1: Heading: Pressure Line: Test 1

Row 2: Heading: Pressure Line: Test 1

Allowed:

Row 1: Heading: Pressure Line: Test 1

Row 2: Heading: Pressure Line: Test 2

UM:
The unit of measure this reading should be taken in (psi, volts, etc.).

CC:
The Cycle Code field may be used to control which metrics are written to the Work Order Metrics tab when Service or PM Work Orders are generated. Note that Log Form field in the Client Site Equipment record determines which list of metrics is used.

When a Service Work Order is created in SAM Pro’s New Call, the system will check the Cycle Code Filter in the Work Code; if this field is completed, only those log form line metrics whose CC: field corresponds to the filter or is blank will be written to the Work Order (for Techs without remote access) or uploaded to the Technician’s device.

When a PM Work Order is created, the system will check the Cycle Code Filter in the Client Site Equipment PM Schedule (or the Master Contract Schedule). If the Cycle Code Filter in the schedule is blank, the system will use the Cycle Code Filter in the Work Code instead. Only those metrics whose CC: field corresponds to the filter or is blank will be written to the Work Order (for Techs without remote access) or uploaded to the Technician’s device.

Tip: If a log form metric should ALWAYS be recorded, leave the CC field blank.