Adding a global detail page

In addition to the details that you define for individual activities, you can use the Global Settings button in the Activity Workflow page to define details that are displayed on work orders for all activity types. You can also define details for work order log entries.

To define global work order details, click the Global Settings button. On the Work Orders tab, click Add above the Global Work Order Detail Pages grid. The detail is then created following the same basic process as an activity detail.

See Defining an activity detail.

Bulk updates

In addition to the standard detail page information, you can use the Bulk Update Criteria section to define detail pages that are displayed only in the work order bulk update process. Select the Bulk Update Only check box to indicate that a detail should only be displayed when users are bulk updating work orders. You can also limit the detail page to bulk updates for a particular activity, asset type, or unit type.

Display conditions

You can limit a global work order detail page to selected asset types or activities. Under Display Conditions, select the Display for All Asset Types check box to show the detail on work orders for all asset types, and select the Display for All Activities check box to show the detail on work orders for all activities.

You can clear either check box to limit the detail by asset type or by activity.

  • You can select zero or more asset types under Permissible Asset Types. If you do not select any assets types, then the detail is only shown on work orders that don't have an asset.
  • You can select one or more activities under Permissible Activities. The detail will only be shown on work orders for the selected activities.

Log details

To define work order log details, click Global Settings and select the Work Order Logs tab. You can add a detail page that is displayed in all work order log entries, or you can specify a log type to limit a detail to log entries of that type.