Define Sign Off Requirements for Maintenance Order

Explanation

This activity is used to define sign off requirements for a maintenance order. This is useful when predefined sign off requirements do not exist on the maintenance order, and must be entered manually.

Note: If sign off requirements have been defined for the product model connected to the serial on the maintenance order, these sign off requirements will be connected automatically to the maintenance order. Furthermore, if sign off requirements are defined for the product model connected to the maintenance order, and this maintenance order is in a status earlier than the Released status, it will be possible to retrieve updated sign off requirements to the maintenance order. 

Prerequisites

• A maintenance order must exist. The maintenance order must be in either the New, Initial Scope Definition or Under Preparation status.
• To enter an HR certificate, certificates must be defined in basic data.
• For sign off requirements to be connected automatically to the maintenance order, sign off requirements must be defined for the product model connected to the serial on the maintenance order.
• The Automatically Finish Order check box must not have been selected for the maintenance order.

System Effects

• Sign off requirements will be defined for the maintenance order.
• Validations can be performed when signing off the maintenance order.

Window

Maintenance Order

Related Window Descriptions

Maintenance Order
Maintenance Order/Sign Off Req. 

Procedure

Use this procedure to manually define sign off requirements for the maintenance order:

1. Open the Maintenance Order window and query (F3) for the necessary maintenance order.
2. Click the Sign Off Req. tab and create a new record (F5).
3. In the Sign Off Requirement Type field, specify the type of sign off required.
4. If a certificate is required, enter the ID of the certificate in the Certificate ID field. Use the List of Values to select a valid value.
5. If a certificate level is required, enter the certificate level in the Certificate Level Name field. Use the List of Values to select a valid value.
6. Additional information may be entered in the Sign Off Description field.
7. Save the information (F12).

Use this procedure to retrieve updated sign off requirements to the maintenance order:

1. Open the Maintenance Order window and query (F3) for the necessary maintenance order.
2. Click the Sign Off Req. tab.
3. Right-click and click Fetch Standard Sign Off Requirements.
4. An information message appears requiring confirmation of the step. Click Yes.