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.

1. Open the Work Task window, alternatively select the Work Task tab in the Prepare Work Order or the Work Order Structure window.
2. Query the work order and then select the appropriate work task.(F3)
3. Click the Work Assignments tab.
4. Right-click, point to Status and then click InCompleted.
5. The Incompletion dialogue opens.
6. In the dialogue, use the List button to select a Cause.
7. Optionally, enter a Incomplete Comment.
8. Click OK to save the information and close the dialogue.

Use the following procedure to change the status using the Work Assignments window.

1. Open the Work Assignments window.
2. 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.).
3. Right-click, point to Status and then click InCompleted.
4. The Incompletion dialogue opens.
5. In the dialogue, use the List button to select a Cause.
6. Optionally, enter a Incomplete Comment and Hours remaining to complete work.
7. Click OK to save the information and close the dialogue.