JOB CARD TEMPLATES

Job Card Templates (JCTs) allow for automatic Job Card data population and come in two varieties: Part Number Specific and Generic.

1. Part Number Specific JCTs are created for routine/planned jobs with specific limits and Applicable Installations.

2. Generic JCTs are created for non-routine/non-planned/on condition jobs without specific limits. 

A Job Card Template is the required link between MPD Tasks and Groups from the Inspection Documents Module and the tracking requirements in Item Management.

Adding a Template

1. Click on Planning & Production and select Job Card Templates.

2. Click Add Job Card Template.

3. Choose the type of JCT to be created - Part Number Specific or Generic.

   For Part Number Specific templates, search for the Part Number representing the job for which to add a JCT. If the Part Number being used does not yet have an Applicable Installation selected, click the Add button to select it.

   Note: If the Part Number has multiple constraints - Life, Initial, and/or Repeat - or multiple Applicable Installations, distinct JCT details can be defined for each or details can be copied using the Copy Details button at the bottom of the JCT screen.

   For Generic JCTs, only a description is required.

4. Click Create Jobcard Template.

Finding a Template

1. In the Job Card Templates submodule, select an Applicable Installation from the dropdown menu.

2. Click Find.

3. Select Span all Applicable Installations to include results outside of the currently selected Applicable Installation.

4. Select a search type from the dropdown.

5. Enter search criteria, keeping in mind this is a Match Left search. Click Find.

6. Select a search result. Click Goto.

7. The selected JCT opens on the right side of the screen, while the page where it is listed remains displayed on the left.

Job Card Template Details

Details entered in the JCT Details sections - including Access Panel, Reference Material, File Attachment, Trade, and Parts - are carried forward to Job Cards created using the template, subject to the applicable limits and constraints. These details can also be reviewed and updated through Applicable Installations, where applicable.

Part Number Specific JCT Details

1. Applicable installation can be viewed here.

2. Planning Category can be viewed here.
   Note: Modification of the Planning Category at the Job Card Template is deprecated. This functionality has moved directly to the Part Number.

3. Job Cost can be set manually or by clicking Calculate to sum all trade and part costs.

4. Signature Requirements can be configured by clicking the Select Signature Requirements button, and will be brought forward automatically to the Job Card when it is created using that template.

5. Export Preference lets users set the preference for the Job Card Template Budgetary Forecast. When the “Preference” export option is selected, it outputs costs per JCT based on this preference.

6. Default Closure Rectification sets the default closure rectification text for a template. It applies in Work Packs only, during Batch Closure.

7. Accomplishment Instructions allows setting the accomplishment instructions for a template.

8. MPD Tasks allows users to link tracking requirements defined in Item Management with the appropriate IDM Tasks or Groups. It also provides the ability to control which types of attachment formats, such as documents, images, or RAAS-produced documents, are included when printing Job Cards.

9. Moment Arm allows specifying weight & balance adjustments.

10. Copy Details allows copying Repeat details to another constraint or copying the current template to a different applicable installation.

11. Part List Rpt generates the Job Card Template Part List report.

12. Print Quote generates a Quote report which lists and totals entries from the JCT Trade (Options - Trades List) and Parts (PN Resale Value) boxes.

Generic JCT Details

1. JCT for can be edited here.

2. ATA can be edited here.

3. Accomplishment Instructions allows setting the accomplishment instructions for a template.

4. Signature requirements can be configured by clicking the Select Signature Requirements button and will be brought forward automatically to the Job Card when it is created using that template.

5. Moment Arm allows specifying weight & balance adjustments.

6. Part List Rpt generates Job Card Template Part List report.

7. Print Quote generates a Quote report which lists and totals entries from the JCT Trade (Options - Trades List) and Parts (PN Resale Value) boxes.

JCT Access Panel, Reference Material, Trade

Users can update Job Card Template details, such as Access Panel, Reference Material, and Trade, by clicking the Add button, entering the details, and saving the changes.

JCT File Attachments

Documents uploaded into the File Attachment section can be brought forward and printed with Job Cards. For a document to be uploaded into the File Attachment section, it must first be uploaded to the Document Library.

If there are multiple constraints, ensure you are in the required Constraint for the JCT.

1. Click on Add in the File Attachment section.

2. Select the applicable folder from the Document Library list, and click Go.

3. Select the documents required to be uploaded.

4. Click Add To Template.

The top edit icon will open up the JC File Attachment Details window, where you can add Notes, Revision Number, and see the JC File Attachment History.

The bottom edit icon will allow you to flag the File Attachment to be included in the Job Card printout.

JCT Parts

To add Part Numbers to a Job Card Template:

1. Click Add or Import to upload multiple parts at once.

2. Search for a Part Number, and enter the Quantity. You can also optionally add Notes and select Create Part Request from Job Card part list.
   Note: To add Non-Tracked items, deselect the Tracked checkbox and enter the description of the item.

3. Click Save.

Items will appear on the part list.