This document will tell you how to fix it when equipment is missing from the Work Order level. This can only be done if the Task and WO are still in one of the Open statuses. If they have been completed or canceled, they will have to be re-opened. If they are Reviewed, it will require an IT Ticket to fix the issue.
If you have a Task in the Work Module that will not load (the blue processing bar continues to run and you can't get any farther), you will need to fix it in the CLIENT.
Another way you can tell that something is wrong, is that the Work Order number is missing from the screen shot below.
1. From the Client, go to Service > Task.
2. Expand the red chevron.
3. Enter the Task Number in the Task ID field and hit enter or the Green Magnifying Glass.
4. The record will load.
5. Note the Equipment ID that is listed on the Task.
This is in the middle of the center column.
The most common reason why the Task won't load in the portal is that the Equipment record is missing from the Work Order. This can happen when someone tries to change equipment incorrectly or simply due to a hiccup in the system.
6. Click on the hyperlink to the Work Order ID.
7. Notice that the breadcrumb now shows that you are in the Work Order.
8. The Equipment Search field is blank. Click on the magnifying glass at the end of the field to load the options.
9. Enter the Equipment ID in the top field on the left.
10. Click the red Search Button.
11. Results will load on the right hand side.
12. Double click the line or highlight and click OK.
13. You will get a message if there are any other open work orders against this machine. Just click OK.
14. The Equipment ID is now listed.
15. Click Save.
16. After saving, the Description and Sublocation will populate as well.
17. The task now populates in the Work Module and can be canceled or processed as usual.
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