To search by work order number or vehicle number click in one of the circles named Work Order no, and Vehicle No. respectively. Then, depending on what you selected, type the work order number or vehicle number into the box immediately below, and then click on the GO button. The list of work orders will be updated to match only those which fit your search criteria.

3.6.2 Viewing, Editing, Approving, and Printing Work Orders

In EZM Web, you can also view details of closed work orders, edit some details of closed work orders, approve work orders to indicate that a supervisor has “signed-off” on them, and print them as well. To do any of these actions, you must first go to the main vehicle maintenance history screen (see the previous section 3.6 Vehicle Maintenance History for instructions on how to reach this screen). Then, in the list of work orders, locate the work order you want to view, edit, or approve, and then locate the button in the Edit column that corresponds with that work order. You will be taken to the following screen:

Fig 3.187 – Viewing/Editing/Approving a completed work order in vehicle maintenance history

This screen lists all of the details of the work order you selected. This screen is very similar to the one described in section 3.5.2 Creating Vehicle Work Orders where you create a new work order except that only certain details of the work order can be changed now that the work order has been completed and saved into the history.

However, you can edit the following items under the Work Order approval and notes and Work Order Cost sections:

Fig 3.188 – “Work Order approval and notes” and “Work Order Cost” sections

In the Work Order approval and notes section you can edit the notes and exceptions for the work order (in the Notes and Exception field respectively), and, if you are a supervisor, you can approve the work order by selecting yourself in the Approved By drop-down box.

In the Work Order Cost section you can edit the total labor hours required in the maintenance (Total Labor (Hrs)), the total cost for the labor (Labor Cost), the length in hours for which the vehicle had to be parked for repair (Equipment Down Time (Hrs)), and the total cost of the materials and replacement parts used in the maintenance (Parts & Materials Cost).

If you want to print the work order, there are two ways to do this: you can click on the PRINT button at the bottom of the screen, or you can use the Reports box at the right side of the screen:

Fig 3.189 – “Reports” box for printing the work order

To print the full work order using the Reports box, begin by clicking on the circle called Full Report to select it. Then click on the small PRINT button in the lower right corner of the box. After selecting your printer, the work order will print. When you select Full Report, the work order that prints out contains all of the Materials, Operations, and Parts, and other items included in each service in the work order. You can also use the Reports box to print a work order that only contains the Materials, Operations, or Parts required in each service in the work order. To do this, select one of the circles called Materials, Operations, or Parts in the Reports box, and then click on the PRINT button at the lower right.

Once you have made all of the desired changes to the work order, then click on the SAVE button at the bottom of the screen to save all your changes. To exit from the work order without making any changes, click on the CANCEL button instead.

3.6.3 Printing the Vehicle Maintenance History

EZM Web also lets you print out a list of all of the completed vehicle maintenance work orders. To do this, you must first go to the main vehicle maintenance history screen (see the previous section 3.6 Vehicle Maintenance History for instructions on how to reach this screen). Then, locate the yellow-colored PRINT button at the right side of the screen:

Fig 3.190 – “PRINT” button for printing the maintenance history

After clicking on the print button, the following report will print after you select your printer:

Fig 3.191 – Printout showing the vehicle maintenance history

This report lists all of the completed vehicle work orders in EZM Web.

3.6.4 Searching for Completed Work Orders (Advanced Search)

In the vehicle maintenance history in EZM Web, there is also an advanced search feature that lets you search through the maintenance history. To use this feature, you must first go to the main vehicle maintenance history screen (see the previous section 3.6 Vehicle Maintenance History for instructions on how to reach this screen). Then locate the Search tab above the list of completed work orders. Clicking on the search tab will take you to the following screen:

Fig 3.192 – Printout showing the vehicle maintenance history

Here you can enter multiple criteria to search for completed work orders, and any work orders that don’t match the criteria that you entered will be filtered out leaving only those which match what you entered. The purpose of each data area on the advanced search form is as follows:

o Date Range: Here you can select the date range in which you want to search for work orders. Any work orders falling outside the date range you select here will be omitted from your search results. The right set of three boxes let you select the lower bound of the date range, while the bottom three let you select the upper bound.

o W.O. Number: If you want to look for a particular work order and you know the work order number, type it here.

o Assigned To: This drop-down box lets you filter by the person to whom the work order was assigned.

o Vehicle Name: This field lets you filter by the type of vehicle or “vehicle name”. Only the type of vehicle that you enter here will be included in the search results.

o Vehicle No: If you want to filter all of the work orders for only one specific vehicle and you know the vehicle number that uniquely identifies it, then you can enter it here.

o VIN: If you want to filter all of the work orders for only one specific vehicle and you know the VIN number that uniquely identifies it, then you can enter it here.

Once you have entered all of your search criteria, then click on the SEARCH button to display the list of work orders you are searching for.