Working with the Job Activity page in MWS

Interactive Workstation (IWS) and Mechanics Workstation (MWS) are available only in V.2022.2.2 and earlier. As of V.2022.3, IWS and MWS have been replaced with Trimble Technician Portal (TTP).

On the Interactive Workstation page, you use the Job Activity section to manage activities on an order. The page has three sections:

RO Lines
1. On an Indirect Charge, the RO Lines section displays as Ind. Charge Lines.
2. The Parts Req feature is not available on the Indirect Charges Job Activity page.
RO Section
1. On an Indirect Charge, the RO Section section is named Ind. Charge Section.
2. The Checkoff List feature is not available on the Indirect Charges Job Activity page.
Order
The Order section is not available on the Indirect Charges Job Activity page.

Working with repair order and indirect charge lines in MWS Job Activity

Once you are logged onto an order, you use the RO Lines/Ind. Charge Lines column to enter parts and comments, place items on order, and view current lines on a Repair Order (RO Lines) or an Indirect Charge (Ind. Charge Lines). The actions include:

Field	Definition
View	View existing charge lines and comments
Change Part	Charge parts to the order section
Part Req	Place part requests for the order section Note: Parts requests are not available for Indirect Charges.
Comments	Add repair-related comments (employee’s comments) to the order section

Field

Definition

View

View existing charge lines and comments

Change Part

Charge parts to the order section

Part Req

Place part requests for the order section

Note: Parts requests are not available for Indirect Charges.

Comments

Add repair-related comments (employee’s comments) to the order section

Viewing lines in MWS Job Activity

All line types are view only except Part lines. To view charge lines:

On the Job Activity page, in RO Lines/Ind. Charge Lines, click View.
The Sections and Lines panes appear.

The Sections pane lists all the sections on the order.
Note: Indirect Charges have only one section.
The Lines pane shows the lines on the repair order.
The lines you see correspond with the section selected in the Sections pane. For example, if you select section 1, you see all the lines pertaining to section 1.

Sections field definitions

Field	Definition
Section Number	Repair order section number
Priority	Priority level for the section
Complaint	The problem that prompted the repair
Component	Component code and description of the section
Repair Reason	How the problem was reported
Warranty Type	Displays the type of warranty in effect for the section
Section Status	Status of the section
Billable	Indicates if the section can be invoiced True Section can be invoiced False Section cannot be invoiced
Opened	Date the section was created
Complete	Displays the last labor line date

Field

Definition

Section Number

Repair order section number

Priority

Priority level for the section

Complaint

The problem that prompted the repair

Component

Component code and description of the section

Repair Reason

How the problem was reported

Warranty Type

Displays the type of warranty in effect for the section

Section Status

Status of the section

Billable

Indicates if the section can be invoiced

True
Section can be invoiced
False
Section cannot be invoiced

Opened

Date the section was created

Complete

Displays the last labor line date

Select the section.
Line items are shown in the Lines pane.

Lines field definitions

Field	Definition
Line Type	Type of line item
Line Status	Status of the line item
Part	If the Line Type is Part, shows the user defined part identification number
Component	Component code and description of the line item
Description	Line description
Mechanic	User defined employee identification number
Vendor Line	Indicates of the line is vendor supplied N Not vendor supplied Y Vendor supplied
Hours	If the Line Type is Labor, labor hours are displayed.
Qty. Charged	If the Line Type is Part, lists the quantity charged.
Qty. UOM	Unit of measure for the line charged
Charge Category	Displays the charge or part category for the line
Acct. Type	For part transactions to be reflected with period close, all parts must have an account type selected.
Shop ID	User defined repair shop identification number

Field

Definition

Line Type

Type of line item

Line Status

Status of the line item

Part

If the Line Type is Part, shows the user defined part identification number

Component

Component code and description of the line item

Description

Line description

Mechanic

User defined employee identification number

Vendor Line

Indicates of the line is vendor supplied

N
Not vendor supplied
Y
Vendor supplied

Hours

If the Line Type is Labor, labor hours are displayed.

Qty. Charged

If the Line Type is Part, lists the quantity charged.

Qty. UOM

Unit of measure for the line charged

Charge Category

Displays the charge or part category for the line

Acct. Type

For part transactions to be reflected with period close, all parts must have an account type selected.

Shop ID

User defined repair shop identification number

Deleting a part from a repair order in MWS Job Activity

See it in action

To delete a part from a repair order:

Highlight a Part line in the Lines pane.
The Delete button becomes active.
Click Delete.
Any associated fees, taxes, etc., are also removed.

If the Tire Module is licensed, you cannot delete Tire part lines through MWS.

Charging parts in MWS Job Activity

To charge out parts:

Log in to Interactive Workstation.
The Job Activity section opens.
From the Job Activity section, in the RO Lines/Ind. Charge Lines column, click Charge Parts.
The Charge Parts page opens.
Enter the Part number.
Enter the Quantity.
The Component field defaults to the component code assigned to the part record.
Note: You can edit this field when needed.
Assign Position codes, if needed.
Note: Position codes must be divisible by the quantity entered.

Acceptable position assignments

Quantity Position(s)

1

1

2

1 or 2

3

1 or 3

4

1, 2 or 4

Unacceptable position assignments

Quantity Position(s)

3

2

4

3

5

2, 3 or 4

7

2, 3, 4, 5 or 6

Note: If the positions are not divisible by the quantity, you must enter separate part lines to accommodate an acceptable position assignment.
Click Post.
A new Charge Parts page opens.
Do one of the following:
- Charge out additional parts, as needed
- Click Escape to exit the charge parts page.
  The Job Activity section opens.

Quantity	Position(s)
1	1
2	1 or 2
3	1 or 3
4	1, 2 or 4

Quantity	Position(s)
3	2
4	3
5	2, 3 or 4
7	2, 3, 4, 5 or 6

Requesting parts in MWS Job Activity

To request parts:

Log in to Interactive Workstation.
The Job Activity section opens.
From the Job Activity section, in the RO Lines column, click Part Req.
The Request Parts page opens. The window has two sections:
- The Request Part section is where new part requests are created.
- The Requested Parts section is where existing part requests are listed and reviewed.
By default, the Description tab is selected.

Note: You cannot request parts on Indirect Charges.

You can create parts requests in three different ways, described below:

The Parts Requested section displays the items requested and the status of the request.

Field definitions

Field	Definition
Order	Repair order number
Section	RO section number
Request Type	Part request type
Status	Status of the part request Statuses include: Filled Part quantity has been filled by the parts room and is ready for installation. Open Part request has not been processed. On Order Part request has been placed on a purchase order.
Request Date	Date of the initial request
Quantity	Quantity requested
Quantity Filled	Quantity charged to the repair order section by the part department. Note: This column will be blank until the part request is filled.
Vendor	If the part requested is placed on a purchase order, the vendor ID will appear in this column
Description	The component code and part description

Field

Definition

Order

Repair order number

Section

RO section number

Request Type

Part request type

Status

Status of the part request

Statuses include:

Filled
Part quantity has been filled by the parts room and is ready for installation.
Open
Part request has not been processed.
On Order
Part request has been placed on a purchase order.

Request Date

Date of the initial request

Quantity

Quantity requested

Quantity Filled

Quantity charged to the repair order section by the part department.

Note: This column will be blank until the part request is filled.

Vendor

If the part requested is placed on a purchase order, the vendor ID will appear in this column

Description

The component code and part description

Description

You request the part by description only.

Field	Definition
Description	General description of item being requested
Quantity	Quantity of item being requested
Quantity UOM	Unit of Measure used for the item being requested
Section	Section of the RO Note: The section you logged on to provides the information in this field.

Field

Definition

Description

General description of item being requested

Quantity

Quantity of item being requested

Quantity UOM

Unit of Measure used for the item being requested

Section

Section of the RO

Note: The section you logged on to provides the information in this field.

Enter the Description of the part needed.
Enter the Quantity.
Click Post.

Part

You create the part requests using part numbers already in the system.

Part numbers must be part of the Shop Inventory.

Field	Definition
Part	Part number of the requested item
Part Type	Part category of the requested item
Component	Component code of the requested item
Part Description	Description of the requested item
Manufacturer	Manufacturer code of the requested item
Manufacturer Part	Manufacturer’s part number of the requested item

Field

Definition

Part

Part number of the requested item

Part Type

Part category of the requested item

Component

Component code of the requested item

Part Description

Description of the requested item

Manufacturer

Manufacturer code of the requested item

Manufacturer Part

Manufacturer’s part number of the requested item

Use the filter fields to limit the part numbers viewed.
It is common to search with a partial description, like brake.
Click Search.
Select each part number needed and enter the Quantity required.
Click Post.

Component

You create the part request by component code.

Field	Definition
Component Type	Component category of requested item If you leave the field blank, the system searches for all component types. Options include: Assembly Part System
Component	Component code of requested item
System	This field is currently disabled.
Description	Description of the component code
Assembly	This field is currently disabled.

Field

Definition

Component Type

Component category of requested item

If you leave the field blank, the system searches for all component types. Options include:

Assembly
Part
System

Component

Component code of requested item

System

This field is currently disabled.

Description

Description of the component code

Assembly

This field is currently disabled.

Use the filter fields to limit the part numbers viewed.
It is common to use the component code of the section. For example, 013-002.
Click Search.
Select each part number needed and enter the Quantity required.
Click Post.

Adding comments in MWS Job Activity

To add repair-related comments:

Log in to Interactive Workstation.
The Job Activity page opens.
From the Job Activity section, in the RO Lines/Ind. Charge Lines column, click Comments.
The Add Comment page opens.
Enter comments.
Click Post.

Working with repair order and indirect charge sections in MWS Job Activity

You use the RO Section/Ind. Charge Section column to perform actions to the order section on a Repair Order (RO Section) or an Indirect Charge (Ind. Charge Section). The actions include:

Field	Definition
Comments	View and edit order section comments (instructions) Note: Not available on Indirect Charges.
Checkoff List	View and complete tasks associated with the order section Note: Not available on Indirect Charges.
Pause	Temporarily suspend your time tracking on an activity For example, when you need to assist someone with a different activity or to perform a rush job
Incomplete	Log off the order section as incomplete
Complete	Log off the order section as Complete

Field

Definition

Comments

View and edit order section comments (instructions)

Note: Not available on Indirect Charges.

Checkoff List

View and complete tasks associated with the order section

Note: Not available on Indirect Charges.

Pause

Temporarily suspend your time tracking on an activity

For example, when you need to assist someone with a different activity or to perform a rush job

Incomplete

Log off the order section as incomplete

Complete

Log off the order section as Complete

Viewing/Editing section comments in MWS Job Activity

To view or edit the section comments:

From the Job Activity page, under RO Section, click Comments.
The Section Comment page opens.
Enter or edit the comment(s).

Note: The Standard Messages button allows a predefined Job Code message to be added to the comments page, if available.

To use a Standard Message:
1. Click Standard Messages.
  The Standard Messages page opens.
  The Job Code field will auto-populate with the Job Code assigned to the RO section.
2. Click Search.
  If messages are available, the list appears.
3. Select the message you want to add.
4. Click Post.
5. The standard message details are added to the Comments page.
Click Post.

Managing the checkoff list in MWS Job Activity

Checkoff lists are not available on Indirect Charges.

To view or complete checkoff list tasks:

From the Job Activity section, under RO Section column, click Checkoff List.
The Checklist page opens.

Checklist features:

Field	Definition
Previous	When multiple pages of tasks are present, the Previous button displays the previous page of tasks The button is enabled from page 2 forward to the last page. When there is only one page of tasks, or the first page of tasks is displayed, the button is not enabled.
Pages	Page numbers When multiple pages of tasks are present, clicking on a page number displays that page’s tasks.
Next	When multiple pages of tasks are present, the Next button displays the next page of tasks. When there is only one page of tasks, or you have reached the last page of tasks, the button is not enabled.
Checkbox	The checkbox determines if the item has been completed. Checked Completed Cleared Incomplete If the checkbox has a red border, the task is required and must be marked as completed before logging off the repair order section as complete.
Task Comment	The task Comment field A *red* border indicates the task comment is required.
Standard Repair Time (SRT)	User defined estimated time for completion of the task

Field

Definition

Previous

When multiple pages of tasks are present, the Previous button displays the previous page of tasks

The button is enabled from page 2 forward to the last page.

When there is only one page of tasks, or the first page of tasks is displayed, the button is not enabled.

Pages

Page numbers

When multiple pages of tasks are present, clicking on a page number displays that page’s tasks.

Next

When multiple pages of tasks are present, the Next button displays the next page of tasks.

When there is only one page of tasks, or you have reached the last page of tasks, the button is not enabled.

Checkbox

The checkbox determines if the item has been completed.

Checked
Completed
Cleared
Incomplete

If the checkbox has a red border, the task is required and must be marked as completed before logging off the repair order section as complete.

Task Comment

The task Comment field

A red border indicates the task comment is required.

Standard Repair Time (SRT)

User defined estimated time for completion of the task

Select the checkbox to mark the task as complete.
Note: Tasks can be marked as complete at any point during the repair process.
Repeat for additional tasks.
Note: Click the page numbers to view additional pages of tasks.
Click Post.
The Job Activity section appears.

Pausing an activity in MWS Job Activity

To pause an activity:

From the Job Activity section, in the RO Section (Ind. Charge Section) column, click Pause.
The Log In page appears.

Your user icon shows your status as Paused.

When you log back in, the Pause/Resume pane appears.
Use one of these methods to resume work:
- New RO
  Applies paused time to a newly created repair order
  1. If you click New RO, you are prompted to create a new repair order. See Creating Repair Orders (ROs) from the in MWS Job Logon page for details.
  2. Enter the section information. See Working with the Job Activity section in MWS for details.
  3. Click Post.
- Existing RO
  Applies paused time to an existing repair order
  1. If you click Existing RO, the Pause RO List opens.
    
    Select the repair order and click Post.
    The Pause Section List page opens.
  2. Select the section and click Post.
    The Job Activity page opens.
  3. Enter the section information. See Working with the Job Activity section in MWS for details.
  4. Click Post.
- Indirect
  
  Applies paused time to an indirect charge
  1. If you click the Indirect button, the Select Indirect page opens.
  2. Select the Indirect code.
    The Job Activity section opens.
  3. Enter the indirect information. See Working with the Job Activity section in MWS for details.
  4. Click Post.
Once the pause activity has been completed, you are logged back on the activity you were on before.

Logging off the order in MWS Job Activity

There are two ways to log off an order:

Incomplete
Logs off the order as incomplete
Complete
Logs off the order as complete

To log off the order:

From the Job Activity section, in the RO Section (Ind. Charge Section) column, click Incomplete or Complete.
The Section Status page opens.
Select the primary Cause.
Select the primary Correction.
Click Post.
The Job Activity section, Assigned tab opens.

Working with repair orders

The Order section allows you to perform actions on a repair order. You can:

Field	Definition
View	View the order
Add Sec	Add a new section to the order Note: Adding a new section adds the section to the employee’s Assigned RO section listing.
Meter Rdg	Manage the meter reading(s) for the unit identified on the order
Notes	Add comments for the order
Tire Data	Perform Tire Module functions in MWS Note: If your company is not licensed for the Tire Module, this button is unavailable.
Images	Manage images assigned to the order

Field

Definition

View

View the order

Add Sec

Add a new section to the order

Note: Adding a new section adds the section to the employee’s Assigned RO section listing.

Meter Rdg

Manage the meter reading(s) for the unit identified on the order

Notes

Add comments for the order

Tire Data

Perform Tire Module functions in MWS

Note: If your company is not licensed for the Tire Module, this button is unavailable.

Images

Manage images assigned to the order

Viewing order details in MWS Job Activity

To view the order:

From the Job Activity section, in the Order column, click View.
**Information is displayed on five tabs.
Select the tab to view the contents.

General

The General tab is the initial view. It displays repair order (RO) header information in three panes:

Unit Info

Field	Definition
Unit Number	User defined unit identification number
Unit Description	The description of the unit
Domicile	Unit’s default shop location
Make	Equipment manufacturer code
Cost Center	Equipment’s cost center
Model	Manufacturer’s model number
License	License plate number or other identification
Year	Year the equipment was manufactured
VIN	Serial number or vehicle identification number
In Service	Date equipment was placed in service
Unit Number	User defined unit identification number

Field

Definition

Unit Number

User defined unit identification number

Unit Description

The description of the unit

Domicile

Unit’s default shop location

Make

Equipment manufacturer code

Cost Center

Equipment’s cost center

Model

Manufacturer’s model number

License

License plate number or other identification

Year

Year the equipment was manufactured

VIN

Serial number or vehicle identification number

In Service

Date equipment was placed in service

Unit Number

User defined unit identification number

Repair Info

Field	Definition
Repair Order	Repair order number
Status	Repair order status
Shop	Repair shop ID
Repair Class	Repair order class
Repair Site	Repair order site
Down Date	Date the repair order was recorded
Up Date	Date the repair order was completed
Promised By	Date the repair is expected to be completed

Field

Definition

Repair Order

Repair order number

Status

Repair order status

Shop

Repair shop ID

Repair Class

Repair order class

Repair Site

Repair order site

Down Date

Date the repair order was recorded

Up Date

Date the repair order was completed

Promised By

Date the repair is expected to be completed

Customer Info

Field	Definition
Customer Number	User defined customer identification number
Customer Name	Customer’s name

Field

Definition

Customer Number

User defined customer identification number

Customer Name

Customer’s name

Section

The Section tab displays the repair order section information. It has three panes:

Section Info

Field	Definition
Section	Repair order section number
Complaint	Reported issue condition
Priority	Order of section work
Repair Reason	How issue was reported
Component	Component code defining area of concern
Warranty	Unit status of component
Component Description	Component code description

Field

Definition

Section

Repair order section number

Complaint

Reported issue condition

Priority

Order of section work

Repair Reason

How issue was reported

Component

Component code defining area of concern

Warranty

Unit status of component

Component Description

Component code description

Employee Assignments

Field	Definition
EmployeeID	User defined employee identification number
Jobcode	Job Code assignment, if present
Description	Job Code description
Est. Time	Estimated time to complete the process

Field

Definition

EmployeeID

User defined employee identification number

Jobcode

Job Code assignment, if present

Description

Job Code description

Est. Time

Estimated time to complete the process

Comments

The Comments pane represents the instructions for the repair order section issue(s).

Diagnostics

The Diagnostics tab displays a non-interactive checklist, if present.

Pick

The Pick tab displays a pick list of parts for the process, if present.

Pick list parts are not charged to the repair order section. The pick list represents a potential list of parts for the process.

Pick field definitions

Field	Definition
Part No.	Part number
Quantity	Quantity that is needed, if used
Description	Combination of the component code assigned to the part record and the part record description
Bin Loc	Primary bin location of the part in the shop

Field

Definition

Part No.

Part number

Quantity

Quantity that is needed, if used

Description

Combination of the component code assigned to the part record and the part record description

Bin Loc

Primary bin location of the part in the shop

Check-Off

The Check-Off tab displays the interactive checklist for the repair order section, if present including any tasks that are completed.

Check-Off field definitions

Field	Definition
Task Description	Description of the task
Checked	This is a checkbox: Selected Task completed Cleared Task incomplete
CheckedDate	Date the task was completed Note: This field will be blank if the task is incomplete.
Employee	Employee that completed the task Note: This field will be blank if the task is incomplete.
Employee Comment	Comment entered on the task, if present Note: This field will be blank if the task is incomplete.

Field

Definition

Task Description

Description of the task

Checked

This is a checkbox:

Selected
Task completed
Cleared
Task incomplete

CheckedDate

Date the task was completed

Note: This field will be blank if the task is incomplete.

Employee

Employee that completed the task

Note: This field will be blank if the task is incomplete.

Employee Comment

Comment entered on the task, if present

Note: This field will be blank if the task is incomplete.

Adding a section in MWS Job Activity

The Add Sec feature allows adding a new repair order section to the repair order without logging off the repair order section currently in process.

To add a new repair order section to the order, see Adding Section in MWS Job Logon page for details.

Entering meter readings in MWS Job Activity

To enter or edit the meter reading:

From the Job Activity section, in the Order column, click Meter Rdg.
The Meter Readings page opens.
Enter/Edit the meter reading(s).
Click Post.

Viewing/Editing order notes in MWS Job Activity

To view or edit Notes for the order:

From the Job Activity section, in the Order column, click Notes.
The Add Notes page opens.
View or edit the comments as needed.
Click Post.

Entering tire data in MWS Job Activity

You must be licensed for the Tire Module.

Viewing/Editing images in MWS Job Activity

The Images feature requires the device have a camera/webcam. The IWS application must be granted access to the camera/webcam. For details, see your device’s operating system for permissions.

To add an Image:

From the Job Activity section, under the Order column, click Images.
The Order Images page opens.
Click Add New.
The Take Photo window appears.
Click the camera icon to take the photo.
Highlight the image.
Click the Save.
Enter the Description.
Click Save.
Repeat Steps 2-7 for additional images.
All images attached to the order section are displayed.
Click Escape when you are done.
The Job Activity section appears.