Description DO Annual inspection

1 Unit brought to shop for DOT Annual Inspection

Unit brought to shop for DOT Annual Inspection
2 FCoE creates WO and PO for DOT Inspection
FCoE creates WO and PO for DOT Inspection

3 Log in as Maint. Manager

Home screen opens

4 Top left corner click on the ?Navigator?

Navigator window opens

Under ?Supply Chain Excecution? section ? Click ?Maintenance

5
Management?
Maintenance Management screen opens

Next to ?Maintenance Organization? confirm you are in the organization

6 desired. If Necessary click change organization (CA_MNT for Canada,
Select Organization
US_MNT for U.S.) window opens

7 Click Drop down arrow

Drop down window populated

8 select desired bussines unit (CA_MNT for Canada, US_MNT for U.S.)
In organization field desired BU populated

9 Click ok
Select Organization window dissapears and proper BU is selected

10 Click on the ?task? button on right hand side of page

Task window opens
11 under work management Click ?Manage Maintenance Work Orders?
Maintenance Work Order screen opens

12 click + to create a new work order

Create Maintenance Work Order window opens

13 Enter asset number (unit number) in asset field

asset number in asset field

14 Click on drop down arrow in work definition field.

Drop down window populated

15 Scroll to desired work definition and click on it ( preventive - DOT)

desired work definition selected

16 Click on drop down arrow in type field.

Drop down window populated

17 Scroll to desired type and click on it (preventive)

desired type selected

18

18 At bottom of screen click on save and edit

edit work order screen populated and W.O. number populated

19 Enter Description of work being performed in description field (dot

annual)
Description in description field

20 top right of screen select save

 Confirmation will populate on top left under edit work order

21 In status field select drop down arrow

Drop down window populated

22 select released in drop down window

status switched to released

23 Click save and Close

Under Maintenance Work Orders Confirmation will appear, Under
Confirmation Work order and WO number was updated should appear

24 Log in as Maint. Manager

Home screen opens

25 Top left corner click on the ?Navigator?

Navigator window opens

26 Under ?Procurement? section ? Click Purchase Orders

Overview Screen should appear

27

27 Click on the ?task? button on right hand side of page

Task window opens

28

28 Under Requisitions click Process Requisitions

Process Requisistions screen appears

29

29 In the ?Requisitioning BU? field click on drop down arrow

Drop down window populated

30
30 Select apprioriate BU (US BU or CA BU)
Proper Bu selected

31

31 Under Buyer field clear field

buyer field blank

32

32 Click Search
all applied requisitions found

33

33 click desired requisition line

desired requisition highlighted

34

34 click add cument builder

Add cument Builder screen populated

35

35 In supplier field start typing in desired supplier name

supplier name will populate

36

click on full supplier name

36 supplier name and info will be selected

Click OK
37 Document builder will populate on right side of screen

38 scroll to bottom
at bottom

39 click create
information window will poplate with PO number
40 Click ok
information window dissapears

41

41 Scroll to bottom
at bottom

42
Under quantity (NOT PRICE) enter the dollar amount you want the
42
purchase order to amount to
ordered amount will change to desired amount

43 Scroll to top of page

at top of page

44 click on view pdf

pdf will populate

45 open pdf
pdf open

46 save pdf to your desktop

pdf saved to your desktop

47

open email
47 email opened

48 create new email

email page populated
49 put AM's email address in to field
AM's email in to field

Click attach file

50 attach file box populated

selected desired attachment

51 desired attachment selected

click ok
52 PO pdf attached to email

Subject field type in under number

subject is unit number
53

type in unit number, work definition, po number in body of email

54 info in body of email

click send
email sent
55

go back to oracle
in oracle
56

click submit on purchase order

pop up bubble should appear confirming your po was created
57
58

AM submits P.O. to third party shop

58 third party performs repairs
 AM recieves call truck needs new windshield and 2 lights to pass DOT
AM recieves call truck needs new windshield and 2 lights to pass DOT
59 inspection
inspection

60 Log in as Maint. Manager

Home screen opens

Top left corner click on the ?Navigator?

61 Navigator window opens

Under ?Supply Chain Excecution? section ? Click ?Maintenance

62 Management?
Maintenance Management screen opens

Next to ?Maintenance Organization? confirm you are in the organization

desired. If Necessary click change organization (CA_MNT for Canada,
Select Organization
63 US_MNT for U.S.) window opens

Click Drop down arrow

Drop down window populated
64
65

select desired bussines unit (CA_MNT for Canada, US_MNT for U.S.)
In organization field desired BU populated
65
66

Click ok
Select Organization window dissapears and proper BU is selected
66

67 Click on the ?task? button on right hand side of page

Task window opens

under work management Click ?Manage Maintenance Work Orders?

68 Maintenance Work Order screen opens

69 click + to create a new work order

Create Maintenance Work Order window opens

70 Enter asset number (unit number) in asset field

asset number in asset field

Click on drop down arrow in work definition field.

71 Drop down window populated

Scroll to desired work definition and click on it

72 desired work definition selected

73 Click on drop down arrow in type field.

Drop down window populated

Scroll to desired type and click on it

74 desired type selected

At bottom of screen click on save and edit

75 edit work order screen populated and W.O. number populated

Enter Description of work being performed in description field

Description in description field
76

77 top right of screen select save

Confirmation will populate on top left under edit work order
 78 In status field select drop down arrow
Drop down window populated

79 select released in drop down window

status switched to released

80 Click save and Close

Under Maintenance Work Orders Confirmation will appear, Under
Confirmation Work order and WO number was updated should appear

Log in as Maint. Manager

81 Home screen opens

82 Top left corner click on the ?Navigator?

Navigator window opens

Under ?Procurement? section ? Click Purchase Orders

83 Overview Screen should appear

84 Click on the ?task? button on right hand side of page

Task window opens

Under Requisitions click Process Requisitions

85 Process Requisistions screen appears

In the ?Requisitioning BU? field click on drop down arrow

84 Drop down window populated

Select apprioriate BU (US BU or CA BU)

Proper Bu selected
85

Under Buyer field clear field

86 buyer field blank

Click Search
87 all applied requisitions found

88 click desired requisition line

desired requisition highlighted

click add cument builder

89 Add cument Builder screen populated

In supplier field start typing in desired supplier name

supplier name will populate
90

91 click on full supplier name

supplier name and info will be selected

Click OK
92 Document builder will populate on right side of screen

scroll to bottom
at bottom
93

click create
94 information window will poplate with PO number
 Click ok
95 information window dissapears

Scroll to bottom
at bottom
96

Under quantity (NOT PRICE) enter the dollar amount you want the
97
purchase order to amount to
ordered amount will change to desired amount

98 Scroll to top of page

at top of page

click on view pdf

100 pdf will populate

open pdf
101 pdf open

save pdf to your desktop

pdf saved to your desktop
102

open email
email opened

create new email

104 email page populated

put AM's email address in to field

AM's email in to field
105
106 Click attach file
attach file box populated

selected desired attachment

107 desired attachment selected

click ok
PO pdf attached to email
108

109 Subject field type in under number

subject is unit number

110 type in unit number, work definition, po number in body of email

info in body of email

click send
111 email sent

go back to oracle
in oracle
112

click submit on purchase order

pop up bubble should appear confirming your po was created

113

AM submits P.O. to third party shop

third party performs repairs

114

AM confirms repairs are completed

115 repairs confirmed and unit picked up

116 AM Logs into oracle

Oracle home screen appears

Click on Navigator
117 Navigator screen popsuph

Under Procurment click on My Reciepts

Receive Items screen should pop
118

Clear out Name in requester Box

119 Requester box is empty

click on Items due pull dow arrow

pull down screen opens
120

121 On pull down select Any Time

Item Due Box Populates with Any Time

Sellect Requisitioning B U pull down arrow

122 Pop udown window should populate with options

Click on appropriate BU
123 Requisitioning BU should populate in the Box

125

124 Click in Purchase Order Box and enter P O &#

Purchase order Box now contains PO and #
 Click on Pull Down arrow next to Purchase order Box
125 Pop up bubble should appear

Select Search
Search and select : Purchase Order window should appear
126

127 hit the search button

PO should populate below

Highlight PO
128 PO should Highlight

Click Select Button

129 Should populate on Receive Items Screen

Highlite PO by clicking in Box

130 PO box should highlite

Click Receive Button

Create reciept screen should pop
131

Click in Quantity Box and enter the price on invoice

Quantity Box should populate with Number

132 134

Scroll requisition line all the way to the right

Should see Attachments

135
133
Select Plus symbol under attachments
Attachment search window should appear
 136

134 Click on the choose File Box and attach scanned copy of invoice
Under title Document should be displaid

Click OK
135 Goes back to Create Reciept screen with attachment column filled

Click Submitt Button at top right

confirmation pop up will populate
136

Select OK
takes you back to received items screen and am is done

137

Log in as Maint. Manager

Maintenance Management screen opens

138 141

Click on Navigation Screen

Navigation Screen should open
139
142

Click on Maintenance Management under supply Chain

140 Maintenance Management screen opens

143

Click on number next to Ready in the Operations box.

141 Maintenance Dispatch List screen should appear.

144

High light WO number in the line.

142 Edit WO page opens

145
 Click additional information
143 Boxes will appear

146

Select Completed on time pull down arrow if applicable

144 Yes or No can be chosen

Chose appropriate Yes or no

Box with populate with coshen yes or no
145

Chose appropriate Yes or no for incident related box if applicable

Box with populate with coshen yes or no

146

scroll to top of page and select Save

Comfirmation bubble appears that changes were saved
147

Select operations Tab highlight Job description 10 line

Job description 10 will highlight
148

Click on arrow on the far right

Click on the Supplier Operations Detail

149

Review supplier operations window opens

150 Review Quantity Ordered matches Quantity Received

In the Receiving Details window click on the receipt number.

Receipt Window opens
151
154

Scroll to the right to review attachments.

Review attachments.
152
 155

Click Done
Maintenance Management screen opens

153

Click on number next to Ready in the Operations box.

154 Maintenance Dispatch List screen should appear.

Select Arrow next to Work Order number.

155 Complete options appear.

Select Quick Complete

156 Confirmation that WO has changed from Ready to Complete

first po closed, now am closes second po

157 first po closed, now am closes second po

160

AM Logs into oracle

Oracle home screen appears
158
161

Click on Navigator
Navigator screen popsuph

159 162

Under Procurment click on My Reciepts

160 Receive Items screen should pop

163

Clear out Name in requester Box

Requester box is empty
161
164

click on Items due pull dow arrow

 pull down screen opens
162
165

On pull down select Any Time

163 Item Due Box Populates with Any Time

166

Sellect Requisitioning B U pull down arrow

Pop udown window should populate with options
164
167

Click on appropriate BU
Requisitioning BU should populate in the Box
165
168

Click in Purchase Order Box and enter P O &#

Purchase order Box now contains PO and #

166 169

Click on Pull Down arrow next to Purchase order Box

167 Pop up bubble should appear

170

Select Search
168 Search and select : Purchase Order window should appear

hit the search button

PO should populate below
169

Highlight PO
PO should Highlight
170
173

Click Select Button

Should populate on Receive Items Screen
171
174
 Highlite PO by clicking in Box
172 PO box should highlite

175

Click Receive Button

Create reciept screen should pop
173
176

Click in Quantity Box and enter the price on invoice

174 Quantity Box should populate with Number

177

Scroll requisition line all the way to the right

Should see Attachments
175
178

Select Plus symbol under attachments

Attachment search window should appear
176
179

Click on the choose File Box and attach scanned copy of invoice
Under title Document should be displaid
177
180

Click OK
Goes back to Create Reciept screen with attachment column filled

178 181

Click Submitt Button at top right

confirmation pop up will populate
179
182

Select OK
180 takes you back to received items screen and am is done

183

181 Log in as Maint. Manager

Maintenance Management screen opens
 184

182 Click on Navigation Screen

Navigation Screen should open

185

183 Click on Maintenance Management under supply Chain

Maintenance Management screen opens

186

184 Click on number next to Ready in the Operations box.

Maintenance Dispatch List screen should appear.

187

185 High light WO number in the line.

Edit WO page opens

188

Click additional information

186 Boxes will appear

189

Select Completed on time pull down arrow if applicable

Yes or No can be chosen
187

Chose appropriate Yes or no

Box with populate with coshen yes or no
188

Chose appropriate Yes or no for incident related box if applicable

189 Box with populate with coshen yes or no

192

scroll to top of page and select Save

Comfirmation bubble appears that changes were saved
190
193
 Select operations Tab highlight Job description 10 line
Job description 10 will highlight
191
194

Click on arrow on the far right

192 Click on the Supplier Operations Detail

195

Review supplier operations window opens

Review Quantity Ordered matches Quantity Received
193
196

In the Receiving Details window click on the receipt number.

Receipt Window opens
194
197

Scroll to the right to review attachments.

195 Review attachments.

196 Click Done

Maintenance Management screen opens

199

Click on number next to Ready in the Operations box.

197 Maintenance Dispatch List screen should appear.

200

198 Select Arrow next to Work Order number.

Complete options appear.

201

199 Select Quick Complete

Confirmation that WO has changed from Ready to Complete
Input Result

ok

ok

ok

ok

ok

ok

ok

ok

ok
ok

ok

1064

ok

PREVENTIVE - DOT

ok

Preventive

WO20050860 - 1064

dot annual

OK
Unreleased

Released

OK

OK

OK

OK

OK

RQ20060185
RQ20060185

Outside Processing Purchase Order

US BU

VLewis@badgerinc.com

OK

OK

OK

OK

A&K MACHINE & FAB SHOP INC

OK

OK

PO20044781
OK

OK

1 USD

OK

OK

OK

OK

OK

OK
OK

OK

OK

OK

OK

OK

OK

OK

OK

OK
OK

OK

OK

OK

US_MNT

OK

US_MNT

US BU

OK

WO20050860-10
ok

1046

PREVENTIVE - DOT

ok

ok

ok

ok

ok

ok
ok

ok

ok

ok

ok

ok

ok

ok

US BU
RQ20060185

OK

A&K MACHINE

OK

OK

OK

PO20044781
OK

OK

1 USD

ok

ok

ok

ok

ok

ok

ok
ok

ok

ok

ok

ok

ok

ok

ok

ok
ok

ok

ok

ok

ok

ok

ok

US BU

OK

PO20044781
OK

OK

OK

OK

OK

OK

OK

OK

OK

OK
OK

OK

OK

You created the following receipt numbers: 41033

OK

OK

OK

OK

WO20050860
OK

OK

OK

OK

OK

OK

OK

1 USD

41033

OK
OK

OK

WO20050860-10

The work order operation WO20050860 : 20 has been changed from status Ready to status Complete.

OK
PO10025369 (closed status )

ok

ok

ok

ok
ok

RQ10025874

US BU

PO10025369

OK

OK

OK

OK

OK
PO10025369

OK

OK

OK

OK

OK

OK

OK

OK

OK
OK

OK

OK

OK

WO10022566

OK

OK

OK

OK
OK

A&K MACHINE &

1-JACKSONVIL

OK

WO20050860 : 20

Confirmation
The work order operation WO10022566 : 20 has been changed from
status Ready to status Complete.

WO10022566

WO10022566( Status is complete )

status Complete.