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Service Order Parameters
If you set up a new MyFBO system using the automated setup process and indicate that your operations include Aircraft Service / Repair Center Management, then the Service Order option is automatically enabled in your new system.
If you wish to add the Service Order option later, the option can be enabled by a System Administrator from the Admin Tab / Features and Options menu.
The Service Order component of MyFBO has an extensive list of parameters that can be set by an Administrator from the Admin Tab / Parameters and Settings menu, or by a Manager with "Service Order Parameter Update Allowed" (see Staff Security) from the Manage Tab / Service Orders menu.
The Service Order Parameters Page (shown below) also links to additional related settings found in other parameter sets, including:
Service Order Parameters Page
General
General Service Order Parameters include:
For detailed information, please see Component Changes.
If a capabilities list has been defined (discussed later in this document), during service order creation suggested makes and models will be available for selection.
MyFBO includes an option to send discrepancy details to your customer by e-mail so they can easily review and approve or defer each individual discrepancy. The customer has two options to review and approve. They can do it directly from the e-mail, or they can log in to MyFBO from the e-mail and review the details of the service order. For a detailed look at this process, please see Preparing Service Orders / Obtain Customer Approval.
Individual discrepancies have three required approval stages:
Discrepancy must be marked as 'Approved' for the work to proceed; otherwise, labor and parts cannot be added to the discrepancy.
Manager level access is required in MyFBO to make these status changes. An individual with Mechanic level access can make the changes if permission to do so has been granted here.
Causes mechanic labor to be recorded by wall-clock time rather than elapsed hours. The addition of the wall-clock time facilitates understanding of how mechanic hours are used.
Determines how labor appears on the customer's printed receipt. Detailed hours and actions by each mechanic (not charges) are always available on the service order itself.
When selecting parts from inventory for a service order, an e-mail can be sent to the address listed here, making it easy to notify the storeroom manager that the parts need to be pulled from inventory.
A percentage can be added to Service Order receipts for a shop supplies fee.
The shop supplies percentage can be applied in only one of the following ways:
General
Job Rates
Many service centers offer standard / fixed labor rates for the performance of well-defined tasks such as annual inspections. An unlimited number of these rates can be defined and maintained in the Job Rates parameters (see below). These rates are available during the process of adding discrepancies to a service estimate or service order via Standard/Fixed Rates links. They are also available to staff for informational purposes from the Reference Tab / Standard Shop Rates. These same rates can be linked to a subscriber's web site (see Linking with MyFBO.com).
Job Rates
Defined Phrases
Service Order Defined Phrases eliminate the need for repetitive keyboard entry in the service description, discrepancy description, actions taken, or log book entry fields of a service order. Defined phrases are selected from a pop-up window, and can also be used to create signature blocks if final service order records will be maintained on paper.
If you define the reserved phrase name "zWARR", the phrase will appear automatically on the service order in the Warranty Terms section after the service order has been finalized, and will also appear on the printed copy of the service order.
Defined Phrases
Automatic Discrepancies
Automatic Discrepancies allow for pre-set discrepancies to be generated automatically on every service order. For example, every service order created might have a required minimum Check & Inspect discrepancy applied.
Automatic Discrepancies
Service Packages
The Service Packages option allows you to create a predefined set of discrepancies for quick inclusion during service order creation. Service Packages can either be created by naming a package and typing in individual discrepancies, or by naming a package and copying discrepancies to it from an existing service order. Either way, the packages can be revised after creation, and if a package is used during creation of a service order, you can quickly delete any individual discrepancies off the order that do not apply.
Service Packages
Printing
Service Order Printing Parameters include:
The web address of a graphics file that includes the service center's logo, address, etc. The maximum width of this graphic is 600 pixels. The address may be the ID number of an image uploaded to the online system from the Connect Tab / News and Messages menu.
Sets page format when a service order is printed. There is always an automatic page break before the log book data. This parameter defines page breaks around the discrepancy data.
The web address of a graphics file that includes the service center's logo, address, etc. This graphic must be small if label printing is used - image sizes of 250 pixels wide by 50 pixels high work well. The address may be the ID number of an image uploaded to the online system from the Connect Tab / News and Messages menu.
Two options are available: plain paper and Avery 5164/8164 labels. Note that log book data is always included with a printed order. This parameter relates to the additional printing of this information for the log books themselves. For labels, printer margin settings of 1/2 inch are required.
Printing
Capabilities (Part 145)
The Service Order Capability Parameters support the entry and maintenance of a service center's list of makes, models, and exceptions. Three capability types are offered: aircraft, engine, and propeller.
The resulting capabilities list is used for three purposes:
Capabilities
Edit Capabilities
Capability E-mail Notifications
E-mails can be sent to a pre-defined list of addresses whenever the capabilities list changes. While this feature was designed to provide notification of change to the FAA, any number of addresses can be included in these parameters.
Each capability update offers the option to send the capabilities list along with remarks to be included in the e-mail body.
Capability E-mail Notifications
Shop Floor Web Cams
The Shop Floor Web Cam parameters allow the entry of up to four URLs (web links) for cameras focused on the shop floor. If entered, these links are included on the Manage tab / Service Order menu, and on the customer's Aircraft Tab.
Focusing cameras on the shop floor allows maintenance managers and aircraft owners to monitor repair activities. If read-only access to MyFBO has been enabled for FAA FSDO personnel, web cams may also allow off-hours inspections to occur without a site visit.
Shop Floor Web Cams
Related Renaming Parameters
The name displayed at the top of a viewed or printed order (e.g., Service Order, Work Order, Shop Order) is specified in the Renaming Parameters.
Related Identification / E-mail Parameters
If you enable customer approval/deferral of discrepancies via e-mail and online, copies of the e-mails sent to the customer can also be automatically sent to other e-mail addresses that you designate. These e-mail addresses are set in the Identification / E-mail Parameters.
Related Receipt Preparation Parameters
Default mechanic rates and other related items are included in the Receipt Preparation Parameters.
If enabled, the following cost items become available in the drop-down boxes for use during receipt preparation:
- PL - Maintenance Labor
- PP - Maintenance Parts
- PF - Maintenance Freight
This option sets a default shop labor rate for receipt preparation and service orders (if not specified in the individual mechanics' resource data).
This option sets a default multi labor premium/adder for service orders (if not specified in the individual mechanics' resource data).
This option sets a default advanced labor premium/adder for service orders (if not specified in the individual mechanics' resource data).
If enabled, the following cost item becomes available in the drop-down boxes for use during receipt preparation:
- PT - Third Party Charges
Related Receipt Preparation Parameters
Related Receipt Printing Parameters
A couple of options related to what the customer sees on the printed and e-mailed service order receipt are enabled in the Receipt Printing Parameters.
If enabled, the general Service Order description will be included on the customer receipt.
Links to these documents will be included on the e-mailed customer receipt when enabled.
Related Receipt Printing Parameters
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11/23/10 cli
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