Data Definitions

The Work Order Data section is where work order data for various events of a workflow can be defined. 
Creating a New Data
Click on the 'Create' button to add a new data field to the workflow. The following dialog box pops up: 

  1. Select desired Data Field from the drop-down list. If this data field does not exist in the list, it can be created in the Events/Data table in Master Tables.
  2. Select Currently Active check box if this data field should be active.
  3. Specific information related to an event data can be put in the Specific Info/Suffix textbox.
  4. Select Apply to T/D checkbox if this event data is applicable to all transport documents.
  5. Select Responsible Office from the drop-down list.
  6. Select Updatable by Mobile checkbox if this event data can be updated by TrakIT mobile.
  7. Unique Data Code is supplied by the application.
  8. Select the Display in Header checkbox if this data field should appear in the work order header.
  9. Select Background Color for this event data field from the drop-down list. This helps in better view of all event data.
  10. A default data value can be set in the Default Data Value text box.
  11. Select Customer Access from the drop down whether the field should be visible to the customer or not.
  12. Select the Data Option from the drop down.
  13. Under Additional Actions, select Add data to existing open work orders as well if this event data is to be added to all open work orders.
  14. Click on the 'Create' button to add this data field to the workflow.
For a selected workflow, work order data is displayed as follows:

In order to update other details like workflow, functions etc to an event. Click on  detail icon.The following window will appear:

Editing Work Order Data

Click on  icon to modify work order data. The following dialog box appears:

Under Additional Actions, select Apply data to existing open work orders where data is missing checkbox to apply data changes to all existing open work orders where it is not already present. This action does not include closed work orders. This Additional Actions section will only appear when the particular data field is missing from work order.

Select Remove data from existing open work orders where not applicable checkbox if this data is not applicable to existing work orders anymore.

Make the desired changes and click on the 'Save' button. 
Deleting a Data
Click on  icon if the event is to be deleted. A confirmation dialog box appears as follows: 
A data cannot be deleted if it is used in one or more work orders. Force Delete checkbox under Additional Actions can be selected to remove this data from all work orders as well as reports where it is used. 
Click on the 'Delete' button to delete the event and all data associated with it.
Exporting Work Order Data

Click on the 'Export' button to export work order data in MS-Excel.