Work options
See this table for Work Management module options:
See this table for Work Management module options:
| Code | Description | Validation Type | Fixed | Valid Values | Default Value |
|---|---|---|---|---|---|
| ACTCALL | Specifies the status to automatically assign to the work order after the assignment status of the last activity is Completed, and all other activities are Completed. If left blank, or if the value entered is not a valid value for the system code R (Released), the work order status will not change. | Free Text | '-' | ||
| ACTCOMP | If set to ON when the status of the WO is Closed, all associated Activities are completed automatically. If set to OFF, activities must be completed manually. | Code | '-' | ON, OFF | OFF |
| ACTDISST | Define the user status for work order activity Assignment Status that will be populated when the work order activity is dispatched from the GIS Map WO Dispatching screen. | Work | '-' | ||
| ACTDISCP | Define one or more comma delimited user statuses for work order activity Assignment Status to indicate the dispatched work is complete. | Work | '-' | ||
| ACTCPREQ | Recalculate People Required every time Estimated Hours or the work order activity duration changes. If set to ON, Estimated Hours is recalculated and it is validated that Estimated Hours is less or equal to People Required * Duration * 24. If set to OFF, People Required is only recalculated if its is blank, and the validation will not be performed. | Code | '-' | ON, OFF | ON |
| ACTCSEND | Specifies that changes to the Scheduled Start Date and/or Scheduled End Date of the work order will impact the start and end dates of the activities as well. If set to ON, the work order activities are updated. If set to OFF, the activities are not updated. | Code | '-' | ON, OFF | ON |
| ACTHINTL | Specify whether internal hours can be booked on an activity if Hired Labor is selected. If set to YES, internal labor hours can be booked. If set to NO, internal labor hours are not allowed. | Code | ‘-‘ | YES, NO | NO |
| ACTINFO | Determines what is displayed inside the Activity drop-downs. Set to TRADE to display the description of the trade associated to the activity. Set to NOTE to display the note associated to the activity. | Code | '-' | TRADE, NOTE | TRADE |
| ACTNOTE | Determines whether or not the system copies the task plan description to the activity note fields. Set to YES to copy the task plan description, and set to NO to prevent the copy. | Code | '-' | YES, NO | NO |
| ACTSUPP | Selects the preferred supplier of a task plan or job plan on the work order activity, on the job, or on the plan labor record if Hired Labor is selected. If set to YES, the supplier is populated if still blank and a preferred supplier was found. If set to NO, the supplier remains blank and must be manually selected. | Code | '-' | YES, NO | NO |
| BKPLAUTO | When using Retrieve PO Service Lines on the Book PO Labor screen, Hours Worked is automatically populated for Hours for Service (ST) and Contractor Hire (SH) is automatically populated with the labor hours remaining to be booked for the selected line. | Code | '-' | YES, NO | NO |
| CCDUPLCI | Determines whether during approval of a customer contract, the system checks if equipment, projects, or work orders are already used on another active contract with overlapping periods. If ON, the system does not allow the use of the same equipment or projects more than once. If set to OFF, the system does not perform this check. If set to WARNING, the system asks the user what to do. If set to WARNING-CC, the system also considers the charge categories on the other contract and only asks the user if those overlap as well. | Code | '-' | ON, OFF, WARNING, WARNING-CC | ON |
| CCFIDAYS | Number of days after which no customer invoices will be generated. For Customer Contracts this is after the End Date. For Rentals after the Completed Date. The system will change the Status of the contract or the rental to Finished for this purpose. | Integer | '-' | 0, 999999 | 90 |
| CCGENMAX | Establishes the threshold at which the customer invoice regeneration process starts in asynchronous (background) mode. If the number of contract items multiplied with the number of charge definitions associated to the contract is higher than this setting the process runs asynchronous and the process will be queued. Otherwise the process runs synchronous and the user must wait for the process to finish. | Integer | '-' | 1, 999999 | 100 |
| CHCKLCPB | Determines if a check is performed that all required checklist items are entered or not applicable when signing Performed By. If set to ON, the check is performed. If set to OFF, the signature can be entered without this validation. If set to RESTRICTED, the system will behave as when set to ON, but will not allow using Notes to complete a required checklist item. The restricted setting also impacts the work order close, even if the Performed By signature is not required. | Code | '-' | ON, OFF, RESTRICTED | OFF |
| CHCKLFUP | Determines if follow-up activities are automatically generated when signing Reviewed By. | Code | '-' | ON, OFF | OFF |
| CHCKLGBS | Determines how work order activities are grouped by schedule on the mobile Work Order Checklist screen. If set to REG, the system will use an overdue, due and future group. If set to WEEK, the system will split the month in week numbers where week 1 is day 1-7, week 2 is day 8-14, week 3 is day 15-21 and week 4 is day 22 through the end of the month, and will use these for grouping. | Code | '-' | REG, WEEK | REG |
| CHCKLREG | Controls how Regulatory checklist items, marked for Repairs can be completed. If set to N, a valid resolution (or) a combination of a valid resolution and follow-up activity is required. If set to P, a NULL resolution is allowed, along with a follow-up activity. If set to OFF, items can be completed without a resolution or follow-up activity. | Code | '-' | P, N, OFF | N |
| CHCKLSEQ | Determines if the checklist must be renumbered based on the route attached to the work order. If set to YES, the system renumbers the checklist items. | Code | '-' | YES, NO | NO |
| CLGROUP | If FULL, the system displays the full tree structure in the closing code lookup with all the levels in the hierarchy. If GROUP, system displays just one level of the hierarchy. If OFF, the closing code lookup operates with no group or hierarchy. | Code | '-' | FULL, GROUP, OFF | OFF |
| COPYTOOL | Determines if standard work order tools and PM schedule tools are used to plan, schedule, or plan and schedule tools for work orders. Set to P to copy tool records only to the Plan Tools tab for work order. Set to S to copy tool records only to the Schedule Tools tab for work order. Set to B to create a tool schedule record for the planned hours for each day the activity runs. | Code | '-' | P, S, B | P |
| CPRCCLOV | Determines which lookup will be used to categorize capital planning requests. If set to CPRQ, the system will use the default Capital Request Categorization Codes. If set to EMRS, the system will use EMRS codes instead. | Code | '-' | CPRQ, EMRS | CPRQ |
| DELWOSES | Determines the number of days after which auto-generated work order sessions will be deleted. Each time a session is created, the system will delete existing sessions older than the specified number of days. | Integer | ‘-‘ | 1,999999 | 90 |
| FLUPFPTP | Determines if the follow-up work order can have multiple activities with different From Points and To Points. If set to YES, the system allows it. If set to NO, the system does not allow it and one follow-up work order will be created for each activity with a unique From and To Point combination. | Code | '-' | YES, NO | NO |
| FLUPTYPE | Determines the type of follow-up a checklist will generate. If set to DM, deferred maintenance activities will be created. If set to WO, a work order will be generated. | Code | '-' | DM, WO | WO |
| LOTORFRQ | Determines the frequency of lockout/tagout (LOTO) reviews, or number of days from the current date after which a LOTO review will be required. It is applied to the Date Review Required during the review of LOTO records. | Integer | '-' | 1, 999999 | 365 |
| LOTORREQ | Determines if a review of lockout/tagout (LOTO) records is required. If set to YES, the system requires approval by a reviewer for deletion of LOTO records. If set to NO, the records can be deleted without review. | Code | '-' | YES, NO | YES |
| LOTORREV | Determines if anew revision of isolation point requires review of lockout/tagout (LOTO) records. If set to YES, during the revision approval, the system resets the review data of the LOTO records that reference the isolation point for equipment and locations. If set to NO, the system does nothing. | Code | '-' | YES, NO | YES |
| LOTOSYNC | Determines if new revision of isolation point updates lockout/tagout (LOTO) records. If set to YES, during revision approval, the system applies the new isolation point data to the LOTO records that reference the isolation point for equipment and locations. If set to NO, the system does nothing. | Code | '-' | YES, NO | NO |
| MEROUTWO | Determines which equipment to copy to route-based PM work orders. Select C for route equipment only, H for header equipment only, or B to have both header and route equipment copied. | Code | '-' | C, H, B | C |
| MOBWOCHK | This setting only applies to the WO Checklist screen in Mobile. Set to CHECKLIST to have the system open the WO Checklist Details screen when a WO is selected. Set to WO to open the regular Work Order screen when a WO is selected. | Code | '-' | CHECKLIST, WO | CHECKLIST |
| NONCASKP | Determines the automatic update of the status of the associated nonconformities at the closing of work orders. If set to YES, set any unfinished re-inspection (observation is 2 or higher) to skipped, if the record was not updated. If set to NO, the system will prevent the closing of the work order. | Code | '-' | YES, NO | NO |
| NONCAAPP | Determines the automatic update of the status of the associated nonconformities at the closing of work orders. If set to YES, set any unfinished observation to approved, if the record was created for the work order or if it was updated. If set to NO, the system will prevent the closing of the work order. | Code | '-' | YES, NO | NO |
| OCCLFLUP | Prevents the completion of operator checklists where checklist items exist that have follow-up selected, but for which no follow-up work orders has been created. If set to YES, the system prevents the completion of the operator checklist. If set to WARNING, the user receives a warning message but will be allowed to continue and complete the operator checklist. If set to NO the system will not perform the check. | Code | '-' | YES, NO, WARNING | NO |
| OCFUFPTP | Determines if the follow-up work order can have multiple activities with different From Points and To Points. If set to YES, multiple points are allowed. If set to NO, multiple points are not allowed and one follow-up work order will be created for each activity with a unique From Point and To Point combination. | Code | '-' | YES, NO | NO |
| OCFUTYPE | Determines the type of follow-up is generated from a checklist. If set to DM, deferred maintenance activities will be created. If set to WO, a follow-up work order will be created. | Code | '-' | DM, WO | WO |
| OCSTATUS | Specify the status of the operator checklist when the button is clicked, and no records exist on the Operator checklist tab of Screens Setup page. Possible values for the OPST entity are: C for Complete; R for Review; and U for Unfinished. | Code | '-' | C, R, U | C |
| OPCKLFUP | Determines if follow-up activities are automatically generated when signing Reviewed By. | Code | '-' | ON, OFF | OFF |
| OPCKLREG | Controls how regulatory checklist items, marked for repairs can be completed. If set to N, a valid resolution (or) a combination of a valid resolution and follow-up activity is required. If set to P, a NULL resolution is allowed, along with a follow-up activity. If set to OFF, items can be completed without a resolution or follow-up activity. | Code | '-' | P, N, OFF | N |
| PERMCLEA | Determines if permits are cleaned up after work order changes. If set to NO, the system does nothing. If set to DEACT, the system deactivates permits that are not referenced anymore. If set to DEL, the system deletes the permit references from the work order. | Code | '-' | DEACT, DEL, NO | DEACT |
| PERMMAPD | Determines deactivation of mandatory permits. If set to YES, mandatory permits on the work order can be deactivated. If set to NO, deactivation is not allowed. | Code | '-' | YES, NO | NO |
| PERMRFRQ | Determines frequency of permit reviews. Indicates the number of days from the current date after which a permit review will be required. It is applied to the Date Review Required during the review of permit records. | Integer | '-' | 1, 999999 | 365 |
| PERMRREQ | Determines if permit review is required. If set to YES, deletion of permit requires approval by a reviewer. If set to NO, permit records can be deleted without review. | Code | '-' | YES, NO | YES |
| PERMRREV | Determines if new revision of permit requires review of permit records. If set to YES, during revision approval the system resets the review data of the permit records that reference that permit for equipment, locations, categories, PM schedules, and standard work orders. If set to NO, the system does nothing. | Code | '-' | YES,NO | YES |
| PERMSYNC | Determines if new revisions of permits update permit records. If set to YES, at revision approval the system applies new permit data to the permit records that reference that permit for equipment, locations, categories, PM schedules, and standard work orders. If set to NO, the system does nothing. | Code | '-' | YES, NO | NO |
| PMLSTMTR |
PMLSTMTR is applicable only for WOs with System Event Type = PPM Set to NEW to update the Last Meter Reading field on Work Order to the most recent reading when WO Status is changed to a new system status of ‘C’. Set to INITIAL to update when WO Status is changed from a system status that is not ‘C’ to a system status of ‘C’. Set to OFF to prevent update on status change |
Code | '-' | OFF,INITIAL, NEW | OFF |
| PTWAUTO | Determine the auto creation of permits to work (PTW). If set to YES, permit to work is automatically created for work orders that require them. If set to NO, the creation is a manual process. | Code | '-' | YES, NO | YES |
| PTWCONFL | When entering a conflicting permit to work record, the system creates a second conflict record attached to the conflicting PTW referencing back to the PTW for which the conflict was created. This option controls how the second record is created. If set to MANUAL, the system creates this second conflict record but leaves the resolution blank and flags the conflicting PTW for which un-assessed conflicts exist. If set to SYNC, the system sets the resolution based on the selection for the originating conflict and will not flag the conflicting PTW. | Code | '-' | MANUAL, SYNC | SYNC |
| PTWEXPIR | Determines which permit to work automatically expires if Valid Until occurs in the past. If set to ACTIVE, only active permits expire. If set to ALL, any permit not closed or canceled expires. | Code | '-' | ACTIVE, ALL | ACTIVE |
| PTWLIMIT | Limits the number of open permits to work per work order. If set to YES, only one open PTW is allowed at any one moment. If set to NO, there is no constraint on the number of open permits to work. | Code | '-' | YES, NO | YES |
| PTWMEC | Creates permits to work for multiple equipment child work orders. If set to YES, the permit to work is created for MEC work orders. If set to NO, the permit to work will still be created, but will be attached to the multiple equipment work order, i.e., the parent. | Code | '-' | YES, NO | NO |
| PTWUPDLO | Determines if the LOTO tab of the permit to work can be updated after approval. If set to YES, LOTO tab can be updated unless the permit to work is canceled or closed. If set to NO, the LOTO tab can only be updated if the permit to work is unfinished. | Code | ‘-‘ | YES, NO | NO |
| RDRVPM | Determines if PM work orders are included in the reliability calculations. If set to YES, PM work orders are included in the reliability calculations if the appropriate closing code is entered. If set to NO, PM work orders are excluded from the calculations. | Code | '-' | YES, NO | YES |
| ROUTEEOB | If Y, the system creates multiple equipment child (MEC) type work orders for each route equipment when route based PM work orders are released. They will be related to the parent job. | Code | '-' | Y, N | N |
| SAFERFRQ | Determines frequency of safety reviews . Indicates the number of days from the current date after which a safety review will be required. It is applied to the Date Review Required during the review of safety records. | Integer | '-' | 1, 999999 | 365 |
| SAFERREQ | Determines if safety review is required. If set to YES, deletion of safety records requires approval by a reviewer. If set to NO, safety records can be deleted without review. | Code | '-' | YES, NO | YES |
| SAFERREV | Determines if new revision of hazard and precaution requires review of safety records. If set to YES at revision approval the system resets the review data of the safety records that reference the hazard or precaution for equipment, locations, categories, parts, PM schedules and standard work orders. If set to NO, the system does nothing. | Code | '-' | YES, NO | YES |
| SAFESYNC | Determines if a new revision of precautions updates safety records. If set to YES, at revision approval the system applies the new precaution data to the safety records that reference that precaution for equipment, locations, categories, parts, PM schedules, and standard work orders. If set to NO, the system does nothing. | Code | '-' | YES, NO | NO |
| TEMPMATL | Determines if temporary material lists are displayed in material lists lookups. If set to YES, the material lists are displayed. If set to NO, the material lists are not displayed in lookups. | Code | '-' | YES, NO | YES |
| TRACELEV | Determines the level at which MEC work orders will be created after using the Trace Route feature. If set to ROUTE, the MEC work orders will be created for the selected routes. If set to SEGMENT, work orders will be created for the segments attached to the selected routes. | Code | '-' | ROUTE, SEGMENT | ROUTE |
| WOBKMIDN | Determines if booking hours across midnight is allowed. If set to YES, two booked labor records are created. If set to NO, an error message displays stating booking hours across midnight is not allowed. | Code | '-' | YES, NO | NO |
| WOBLCORR | Determines if book labor corrections can be made directly on the screen or only via the dedicated Book Labor Correction popup. If set to ON, the popup must be used for all book labor corrections. If set to OFF, the system will allow the entry of negative hours directly on the screen and will not require the popup. | Code | '-' | ON, OFF | OFF |
| WOCLFLUP | Prevents the closing of work orders for existing checklist items for which Follow-up is selected but for which no follow-up work order is created. If set to YES, the system prevents the closing of the work order. If set to WARNING, the system sends the user a warning message but the user will be allowed to continue and close the work order. If set to NO, the system does not perform the check. | Code | '-' | YES, NO, WARNING | NO |
| WOEQDFLT |
Determines if equipment changes on the work order will default equipment related data. If set to YES, the equipment change overwrites values already entered on the work order from the selected equipment. If set to NO, the system does not default any values from the equipment. Note: This option only handles equipment changes. If the equipment
field is still blank before the equipment value is entered,
values will always be defaulted, as if the option is set to
YES.
|
Code | '-' | YES, NO | YES |
| WOFUTYPE | Determines what kind of follow-up a checklist will generate. If set to DM, deferred maintenance activities will be created. If set to WO, follow-up work orders will be created. | Code | '-' | DM, WO | WO |
| WOFUFPTP | Determines if the follow-up work order can have multiple activities with different From Points and To Points. If set to YES, it is allowed. If set to NO, this is not allowed and one follow-up work order will be created for each activity with a unique From Point and To Point combination. | Code | '-' | YES, NO | NO |
| WOLSTMTR | Set to NEW to update the Last Meter Reading field on Work Order to the most recent reading when WO Status is changed to a new system status of ‘C’. Set to INITIAL to update when WO Status is changed from a system status that is not ‘C’ to a system status of ‘C’. Set to OFF to prevent update on status change. | Code | '-' | OFF, INITIAL, NEW | OFF |
| WOQCSTAT | Specify a work order user status with a system status of R or C. The New Status on the Work Order Quick Close screen is automatically set to this value. | Free Text | '-' | R, C | C |
| WORKWOST | Determines the default user status assigned to preventive maintenance (PM) and maintenance pattern (MP) work orders when they are released. This user status becomes associated to the system status of Released. | Free Text | '-' |