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Service Monitor

Service Monitor​

Purpose: The Service Monitor is utilized to view the status of any given work order or operation as well as the service history of customers and boats. Depending on the criteria entered in the form, work orders will be selected and displayed by location with operations and detail following.

From the menu select Service, Service Monitor.

--Selection Criteria Options--​

Most of the Selection Criteria in the Service Monitor is optional. The only field that is required is the "Display By". A listing of each of the selection criteria is described below.

Location - Using the down arrow select the location of the work orders/operations you would like to view.

Work Order - If you want to be specific to a particular work order, enter in the work order number. If you do not know the Work Order number, you have the following options:

  • Press F6 to get a listing of Work Orders
  • Select List F6 from the Command Panel
  • Type in the customer's name, boat name, boat serial number or slip number preceded by a backslash "" to access a work order cross-reference list.

Type - By default, "All" will be in the prompt field. If you want to be specific to a certain type of work order or operation in your search criteria, use the down arrow to get a drop down menu of options. Valid options are Retail, Internal, Prep, Rigging, Warranty and Assembly.

Status - By default, "All" will be in the prompt field. This Status is specific to a Work Order. Status options can be accessed through the drop down menu listing. Valid options are Open, Started, Waiting, Closed, and Parts Received.

  • Open - Any work order that is not closed. This is the default status if there is not one selected.
  • Started - Charges have been added to the Work Order such as parts and labor.
  • Waiting - Special ordered parts that are waiting to be received on the Work Order.
  • Closed - Work Orders that are completed with a "C" status.
  • Parts Received - Special ordered parts that have been received, but not yet delivered to the Work Order.

LE/GE/EQ - These three abbreviations stand for Less than or equal to, Greater than or equal to and Equal to. These will be used in conjunction with the % complete prompt.

% Complete - Enter a % complete if you would like to review the status of work orders that are using the % completion functionality. This is not a required field.

Clerk - Enter in a Clerk Id if you would like to search by the person who entered or created the work order.

Customer - Enter in a Customer Id if you would like to search work orders by customer.

Category - Enter a Work Order Category Code if you would like to search work orders by category.

Boat - Enter a Boat Id if you would like to search work orders by a particular customer’s boat.

Boat Make - Enter a Boat Make if you would like to search work orders by a particular manufacturer’s boat. For example Sea Ray. This is a free form field with a maximum of 30 characters.

Boat Model - Enter a Boat Model if you would like to search work orders by a particular boat model. For example a Sea Ray 200 Sport. This is a free form field with a maximum of 30 characters.

Bill Options - Select either Billed or Unbilled work orders by clicking on the down arrow for a listing of billing options. "All" will be the default for this prompt.

Form Type - Select whether you want to search by Work Order, Estimates or Templates. Click on the down arrow to get a drop down menu of your options.

Opcode - Enter in an Opcode if you want to search by a particular operation.

Status - The status prompt here is specific to the Opcode. If you would like to search an Operation by its status, select the status by clicking on the down arrow for a drop down listing of options.

  • Open - Any operation that is not closed. This is the default status if there is not one selected.
  • Started - Charges have been added to the operation such as parts and labor.
  • Waiting - Special ordered parts that are waiting to be received on the operation.
  • Closed - Operations that are completed with a "C" status.
  • Parts Received - Special ordered parts that have been received, but not yet delivered to the operation.

Dept - Enter in a Department code if you want to search an operation by a particular department.

Technician - Enter a Technician Id to search an operation for a particular technician who is doing the repairs.

Start Date - Enter in a date if you want to search Work Orders or Operations that were started or created on a particular date. Select the type of start date by selecting from the options listed in the drop down menu to the right of the Start Date prompt. Use in conjunction with an End date for a date range.

  • W/O Start Date - Date the first charge was entered on the work order. For example; parts or labor charges.
  • W/O Creation Date - Date the work order was created.
  • W/O Estimated Completion - Estimated Date of completion.
  • W/O Actual Completion - Actual Date of completion.

End Date - Enter in a date if you want to search Work Orders or Operations that were completed on a particular date. Use in conjunction with a Start date for a date range.

Part Number - Enter in a valid part number if you want to see which work orders or operations have this part number.

Save as List - Enter a name if you would like to save your search criteria to be used again in running reports through the Report Generator. Maximum 17 characters.

Color Codes - The color codes in the upper right hand corner are used in the Information View at the bottom of the form. Each color code represents the current status of the work order or operation.

  • White - Operations or Work Orders that are currently being worked on
  • Blue - Operations or Work Orders with a "C" status.
  • Yellow - Special ordered parts that are waiting to be received on the operation or work order.
  • Green - Charges have been added to the operation or work order such as parts and labor
  • Red - Special ordered parts that have been received, but not yet delivered to the operation or work order.

The Plus Signs located next to the Work Order (or Operation) in the Tree View indicates that there is additional detail to review. To see the detail, click on the plus sign.

Click the printer icon to print out the current information displayed in the Monitor screen.