Creating a Job

///Creating a Job
Creating a Job 2018-07-03T01:21:19+00:00

Info and Concepts

The Job Register in Aerotrack is designed to be the central job register for the MRO. A job in the job register corresponds to a job in the workshop. To this job you can assign parts, labour, maintenance tasks, log book entries, calibrated tooling, Authorised Release Certificates (Form 1) and Maintenance Release Attachment information.

It is important to understand that as parts are assigned to a job they are taken out of stock. As quantities are either booked out or booked in via a job the inventory counts will recalculate.

Normally parts are issued to a job and the quantity issued will appear in the ‘Out’ column. Aerotrack, however, also lets you return/build parts within a job, these parts would have their quantity and cost entered in the ‘in’ column. This is very important since this is how we return removed parts from an aircraft for repair/exchange.

Jobs can be split into tasks. Each task has a code and a short description. Once tasks are created within a job, you can assign parts and labour to individual tasks. In the task list tab panel you can see your list of tasks and totals for labour and parts.

Where

The Jobs detail form in Aerotrack

Walkthrough

  1. From the Job Register screen, click the add a new record button. Screen Shot 2015-12-09 at 12.31.05 PM Shortcut = Ctrl +N
  2. A window will pop up, for you to confirm that you want to create a new Job.
  3. When you click ‘Yes’, a new job will be created and default to an ‘In Service’ status. The starting date of the job will default to the current date and can be modified if necessary.
  4. If you want the job to show in the job calendar you will also require a Due date for the job to end.
  5. You will need to assign a new job #, which can include text and numbers together. This job # must be unique and you will be warned if trying to create a job # that is not unique. In ‘System Administration > Settings > Preferences’ you can check a preference to auto-create a job # and set the starting point for the next job #.
  6. Enter the customer name for this job. If the customer name you type in doesn’t appear in the list, you will get an error message, that you need to create them in the companies table first.
  7. Enter the description of the job.
  8. Enter the ‘Job Type’. This is a type-ahead field. The list of available job types is set up in ‘System Administration > Controlled Lists > Job Types’.
  9. The job type determines the tabs that are shown on the job as well as the checks that are included in the “Job Check” tab. See the user guide on  Job Types for more on this topic.
  10. Enter the Rego of the aircraft.
  11. (Optional) in the ‘Notes / Budgets’ tab, there are several reference fields for the job. Fill these in as required.
  12. To start entering parts, see the task “Issuing Parts to a Job”
  13. To start entering labour data see task  “Entering Timesheets”

Tips

When entering a start date for the job remember to enter a “Due Date” as well. This ensures that the job is displayed on the job calendar.

A preferred naming system for job #’s is to prefix the job # with the aircraft rego e.g. job # 1000 for rego VH-ABC would become job # ‘ABC-1000′. This has the advantage in timesheets and purchasing when specifying a job # you only need to remember the rego of the aircraft, and the type ahead field will filter down to the open jobs.

The tab key will move you through the line detail fields, shift + tab will move you backwards.

If you click in the description of a particular item line it will show you the on hand/batch on hand quantities for that part in the bottom left under the line table.

If you click the button ‘GRN List’ in the lower left of the form, it will pop a window showing you the quantities of each individual batch of that part for the selected line.

If you want to go to a particular part in inventory from jobs you can do this very quickly by clicking the blue arrow icon to the left of the part # you want. This will take you into inventory for that part #.