Reviewing or managing certificates
This screen lists all the certificate requirements for the work order and also the certificates that are already printed or pending for print. User can review the list of pending certificates that needs to be issued out for the Work Order # (Execution Doc #). User can issue the pending certificates by traversing to 'Issue Certificates' screen. Certificates can be issued only if the work order is completed or closed.
Select the “Issue Certificate of maintenance” link in the “Certificate Information” page in the “Shop Work Order” business component.
The “Review or Manage Certificates” page appears.
Enter the following fields in the group box:
Work Order # |
The number identifying the work order. |
Part # / Serial # |
The part number / serial number for which you wish to retrieve the certificate. |
Issued Date From/To |
The data range for which you wish to retrieve the certificates |
Certificate Status |
Use the drop down list box and select the status of the certificate as “Fresh”, “Approved” or “Cancelled. |
SWO Status |
Use the drop down list box and select the status of the shop work order as “Closed” or “Completed”. |
Primary Workcenter # |
The primary work center in which work order is executed. |
Addl. Attribute |
Use the drop down list box and select the additional attributes to retrieve the certificates. The system lists “Part Description”, “Component #”, “Customer Order #”, “Customer #” and “Event #”. Enter the value corresponding to the option selected, in the editable field provided alongside. |
Search On |
Use the drop down list box and select the search values “Job Type”, “Final Disposition” and “Repair Process Code”. You can enter the corresponding values in the editable field provided alongside. |
Issue Emp # / Name |
The code / name of the employee who issued the certificate. |
Click the “Get” pushbutton to retrieve all the certificate requirements in the multiline.
The system displays different tiles representing the certificates like certificate of Maintenance (COM), certificate of Conformity (COC) and Certificate of Calibration (Co Calib). On clicking “Get” pushbutton, the system displays the number of certificates that are created or yet to be created in the respective tile for the given Search Criteria.
Note: The system lists certificate requirements in the multiline based on the option 'Issue distinct COM Report against individual Certificate Types' defined for the Entity Type ‘Shop Work Order’ and Entity ‘All Work Order’.
If the option is set as '0' (Not Required) or 'Blank', system lists the consolidated certificate requirements in the Certificate Details multiline. Certificate Type column is displayed as 'Multiple'.
If the Option is set as '1' or ‘Required’, system lists the individual Certificate requirement (Certificate Type) in each row in the multiline.
All Certificate |
Click this tile to retrieve details related to all the certificates. |
Certificate of Maintenance |
Click this button to retrieve details related to Certificate of Maintenance (COM). |
Certificate of Conformity |
Click this button to retrieve details related to Certificate of Conformity (COM). |
Certificate of Calibration |
Click this button to retrieve details related to Certificate of Calibration (CO Calib). |
Part Id Tag |
Click this button to retrieve details related to part ID tag. |
The system displays the following in the multiline:
SI. No |
The serial number of the certificate. |
Doc. Type |
The document type of the make work order. |
Ref. Document # |
The number identifying the make work order for which certificate is issued / yet to be issued. |
Component # |
The component number generated during the work order execution. |
Certificate # |
The certificate number already generated against the work order. |
Certificate Type |
The type of the certificate issued against the work order. |
Certificate Status |
The status of the certificate issued, which could be “Fresh” or “Approved”. |
Printed? |
Indicates whether the certificate is already printed. The system displays “Yes” or “No”. |
Action |
The action on the certificate. The system displays the following icons: § ‘Re-print’ icon ‘ § ‘Create’ icon ‘ |
Certificate Requirement? |
The certificate requirement defined for the part, which could be “As Requested” or “Mandatory”. |
COM Required? |
Indicates whether Certification of Maintenance is required for the work order. |
Replaced Certificate # |
If the Certificate # is replaced with the new Certificate #, the Replaced Certificate # for the current certificate is displayed here. |
Certifying Authority |
The certifying authority responsible for authoring the certificate. |
Part # |
The part for which the certificate is issued. |
Serial # |
The serial number for which the certificate is issued. If the consolidated certificate is issued, then the system displays the value as 'Multiple'. |
Lot # |
The lot number of the part against which the certificate is issued. |
Multiple Core |
Indicates whether multiple parts are associated to the same work order. The system displays “Yes” or “No”. |
Issue Certificate at? |
Indicates whether certificate is issued at part level or serial / lot / None level. The system displays “Part” or “Serial / Lot / None”. |
Part Description |
The textual description of the part. |
Order Description |
The textual description of the work order. |
Customer # |
The customer number reference to the work order. |
Customer Order # |
The customer order reference to the work order. |
Job Type |
The job type of the shop work order. |
SWO Status |
The status of the shop work order. |
Issued Date |
The date of issue of the certificate. |
Parent WO # |
The code identifying the parent work order. |
Root WO # |
The code identifying the root work order. |
Created by |
The name of the user who created the certificate. |
Created Date |
The date on which the certificate was created. |
Last Modified by |
The name of the user who last modified the certificate. |
Last Modified Date |
The date on which the certificate was last modified. |
Select the “Create COM” link to issue certificate for the work order.