Creating campaigns

A campaign is a list of jobs that may be performed on a given list of equipment as necessary to complete work. Campaigns are comprised of two types of events:

Type Description
Survey Maintenance personnel checks equipment specified on the work order to see if issue(s) exist.
Job Work order to correct issue(s) found.

If equipment passes the survey, work on the equipment is unnecessary.

If equipment fails the survey, work on the equipment is necessary. All survey results are recorded on the Equipment page of the Campaigns form, or the Survey Equipment page of the Work Orders form.

A campaign can have multiple jobs listed to complete work on necessary equipment, however only one survey is allowed per campaign.

To create campaigns:

  1. Select Work > Projects > Campaigns.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization of the campaign.
    Campaign
    Specify the unique, identifying code for the campaign, and then enter a description in the adjacent field.
    Status
    Select the status of the campaign.
    Class
    Specify the class of the campaign.
    Type
    Specify the type for the campaign.
    Survey Required
    Select to require a survey campaign event to check all specified equipment for necessary repairs.
    Campaign Manager
    Specify a manager for the campaign.
    Project-Budget
    Specify both the project and budget to associate to this campaign.
  4. Click Save Record.