Resources will require the ability to stop their Work Orders from the Portal. Depending on whether the machine location has been set, this can be done using two actions: 'Stop Job' and 'Stop Job - Admin'.

Stop Job

On the Work Order Detail screen, select the 'Stop Job' action to display the Stop Job screen.

Upon selecting 'Stop Job' , the Start/Stop Times tab is displayed along with some Work Order details. These details are:

• Start Date/Time - This shows the date and time the Work Order was started.
• Completed Date/Time - This shows the date and time the Work Order was completed.
• Resource Name - This shows the name of the Resource that performed the Work Order.

A table will be displayed showing how many engineers were approved to complete the work and the Rate Group they belong to. There is also another column in the table called 'Attending Engineers' where the User can enter how many engineers actually attended to the Work Order. The User is also required here to determine whether a revisit is required or not by ticking the 'Revisit required?' box. Tick the box to state a revisit is required, otherwise leave it blank if the Work Order is completed. Once ready, click 'Next' to proceed.

‘Revisit?’

This tab only appears if 'Revisit required?' was ticked on the previous tab. This is where the revisit information is entered. The User will be required to state whether a temporary fix is in place (by ticking the tick box), the ETA of the revisit (from the drop down menu) and the Revisit Reason(s). After ticking a Revisit Reason, the User will need to provide some details on what is required for the revisit. If 'Parts/Materials required?' is ticked, a 'Cost' field will also appear in which the cost of the parts/materials required is entered.

Once the revisit details have been entered, click 'Next' to proceed.

'Fault/Location' 

Note: If Location Mappings do not exist, this tab is skipped. 

‘Original Fault/Issue’ - Displays the fault that was originally chosen when the Work Order was created. If this fault is incorrect, untick the 'Is this the correct fault/issue?' tick box and the 'Fault/Issue Search' field will appear. This works in the same way as the Create Work Order process up until the 'Fault/Issue' drop down field. 

‘Fault found/repair made’ - This tick box is used to determine whether a fault was found or a repair was made. If something was found or repaired, leave it ticked otherwise untick it. 

‘Original Location’ - Displays the location that was originally chosen when the Work Order was located. If this location isn't the actual location of the issue, untick the 'Is this the correct location?' tick box and the 'Actual Location' field will appear in which the actual fix location is selected. Add any additional information is any exists.

Once a new location has been chosen or it has been left as the original location, click the 'Next' button to proceed.
Note: If there are Assets in the system that relate to the Equipment Type on the Work Order, the Location of Work screen will display the Assets section. This is to allow the User to select Assets if Assets were worked on instead of the work being Location based. Go to "Stopping a Work Order with Assets" for more information on Assets during Stop Job. If the work was Location based then just click "Next" to proceed without selecting any available Assets.

‘Repair’

Note: This tab will only be displayed if the "Fault found/repair made?" tick box was ticked during the Revisit? tab.

A list of Part Types applicable to the Work Order are shown. Select the Part Types relating to the Work Order by ticking the ‘Applicable?’ tick box next to each of the related Part Types. Next, provide a ‘Fix Type’ for each of the selected Part Types by choosing one from the ‘Fix Type’ drop down.

Once all the relevant Part Types and Fix Types have been selected, click 'Next' to proceed.
 

'Parts/Materials'

If there were some Part Types selected, the next tab displayed is the 'Parts/Materials' tab. There is only one question asked on this page: ‘Do you want to add parts/materials?’ If there are no parts/materials to add then leave the the tick box unticked and proceed with the 'Next' button. If there are parts/materials to add however, tick the tick box to display the 'Add Manual Part/Equipment/Material' button. 

Click this button to add in a part/equipment/material and provide the ‘Type’, ‘Description’, ‘Quantity’ and ‘Estimated Cost’. 

‘Type’ - Select whether the item being added is a part, material or piece of equipment. 

‘Description’ - Enter a short description of what the item being added is. Enter the amount required in the 

'Quantity' - Enter the amount required in the field

 'Estimated Cost' - Enter the cost of the part/equipment/material

‘Total Cost’ - This is populated automatically and is the sum of the ‘Quantity’ and' Estimated Cost' fields. 

If there are existing Parts in the system that relate to the ‘Fix Types’ selected and ‘Added’ or ‘Replaced’ was selected against a Fix Type, any existing Parts will be displayed in which the User can choose from.

Note: If there are Parts against the Contract the Work Order is for or there are Parts stored in Inventory, the 'Add Contract/Inventory Part(s)…' button is present. Selecting this displays a list of Parts to select from that are either from Inventory or on the Contract. Tick the relevant Part(s) and click 'Add' to add them.
Note: When stopping a PPM with Parts (and 'Allow Critical Remedial Works' is ticked), the system will create a remedial Reactive with Parts added to it and will complete it to allow the user to Invoice for the works taken place. Once all the necessary parts/equipment/materials have been entered, click the Next' button.

'Confirm'

This shows a summary of the details entered when performing the Stop Job' action. If any changes need to be made then either click the relevant tab or the 'Change' button next to the relevant item in the ‘Summary’ section. If no changes are required, click the ‘Stop Job’ button to stop the Work Order.

Note: If there are any Questionnaires that trigger during Stop Job then these will appear just before the Confirm tab. (See the "Questions on Work Orders" page for more information).
 

Stop Job - Admin

On the Work Order Detail screen, select the 'Stop Job' button to display the Stop Job screen.

The only difference with the 'Stop Job - Admin' process is that the User is required to enter the start and/or stop times of the job, whether a revisit is required or not along with the 'Resource Name'. After clicking 'Next' the same process as above for ‘Stop Job’ is followed.

For some Resources, the "Stop Job - Admin" function has some added functionality. If the Resource has the setting “Zero Accrual On Stop” on, performing the “Stop Job - Admin” function will zero the Accrual as part of the action. This will specifically set the Accrual for this attendance to zero. This means that any other attendances on the Work Order performed via the Field Team based actions will retain the Accrual for those attendances.
 

Permissions: Can Stop Job - Field Team, Can Stop Job - Admin (specifically for the Stop Job Admin function)

Settings: Zero Accrual On Stop - set against the Resource