Set up a Trip via the SM Work Center

Once you have entered a work order, you can set up one or more trips to schedule the work.

When you set up a trip, the trip automatically defaults with an Open status. Once the technician returns from the service site, you can close the trip by setting the status to Completed. If the technician was unable to complete the work, you can set up additional trips as necessary.
Note: You are not required to schedule trips in order to capture work completed or bill a work order. They are just a means for scheduling and tracking visits to the service site. However, if you do use this feature, you must set all trips to Completed before you can close a work order. If you close a work order with open trips, the trips will be deleted.

Click the following links for instructions on setting up a trip from SM Work Centers.

  1. Select the SM Work Center to work with.
  2. From the Items folder in the Menu pane, select the work order query to work with (e.g. New Work Orders).
  3. From the list of work orders in the right pane, select the work order for which to create the trip by highlighting it in the grid.
  4. Click the Create a Trip icon () in the toolbar. The SM Trips form displays, defaulting the work order you selected and a trip sequence number. Do not change these defaults.
  5. In the Description field, enter a description of the trip.
  6. In the Details field, enter any information about the trip (e.g. special considerations or instructions or any other pertinent information).
  7. The Status field defaults to Open. You will typically not need to change this status for new trips. However, if needed, you change the status to one of the following: 1-Notified, 2-In Progress, or 7-Complete. See the F1 help for more information about these options.
  8. Determine the duration of the trip.
    • If this is a multi-day trip:
      1. Select the Multi-Day Trip check box.
      2. In the Scheduled Date field, enter the date work is scheduled to start at the service site.
      3. In the Scheduled End Date field, enter the date work is scheduled to end at the service site.
    • If this trip is of a day or less:
      1. In the Scheduled Date field, enter the date work is scheduled to be performed at the service site.
      2. In the Scheduled Start Time field, enter the time work is scheduled to begin.
      3. In the Estimated Duration field, enter the amount of time estimated to complete the service work.
  9. In the Technician field, enter the technician assigned to perform the service work. Press F4 for a list of valid technicians for this SM company.
  10. Use the Notes field to enter any additional information about this trip.
  11. Save the record.
    For information about setting up trips via the SM Dispatch Board, see Basic Use (Scheduling a Trip).