Set Work Assignment to Incompleted
Explanation
This activity is used to conclude work defined on a Work Assignment.
If the work defined on a work assignment could not
be finalized with the given resource within the given time frame it can be set
to status Incompleted. It is possible to create another work task or work assignment to
complete the remaining work. When setting the work assignment to incompleted, an
Incomplete Cause must be given.
Prerequisites
- A work assignment should exist.
- If there is any work performed through the work assignment, the usages
should be reported in.
- Incomplete codes must be defined in
Task Basic Data/ Incomplete Cause tab.
System Effects
- Work assignment will be set to status
Incompleted.
- The Assignment Finish date on the work assignment is updated with
current date.
- If the work assignment is in Work Started status the Work
Finish date is updated with current date.
- Work assignment's Allocation Finish date is updated with
Assignment Finish date.
- A journal entry is created for this event. Journal entries are generated in the
Journal tab found in the Prepare Work Order and
Report In Work Order
windows.
- If the Allow Multiple Visits check box is selected for the work
task and visit chain exists, work assignments related to follow on visits
are removed as below
- If the follow on work assignment status is Assigned and not sent to
mobile then it will be removed.
- If the follow on work assignment status is Accepted or higher or
work assignment is sent to mobile, then it will be Canceled
Window
Work Assignments
Work Task
Prepare Work Order
Work Order Structure
Related Window Descriptions
Work Assignments
Work Task
Prepare Work Order
Procedure
Use this procedure to set status to InCompleted.
- Open the Work Task window, alternatively select the
Work Task tab in the
Prepare Work Order or the
Work Order
Structure window.
- Query the work order and then select the appropriate work task.(F3)
- Click the Work Assignments tab.
- Right-click, point to Status and then click InCompleted.
- The Incompletion dialogue opens.
- In the dialogue, use the List button to select a
Cause.
- Optionally, enter a Incomplete Comment.
- Click OK to save the information and close the
dialogue.
Use the following procedure to change the status using the
Work Assignments window.
- Open the
Work Assignments window.
- Query for the work assignment (F3). (If the assignment no is unknown, a combination of work order and/or work task no can be used to find the assignment no.).
- Right-click, point to Status and then click InCompleted.
- The Incompletion dialogue opens.
- In the dialogue, use the List button to select a
Cause.
- Optionally, enter a Incomplete Comment and Hours
remaining to complete work.
- Click OK to save the information and close the
dialogue.