Adding events to campaigns
A campaign event is either a survey of equipment on the specified campaign to check for equipment repairs needed, or a job to perform to repair equipment. If a piece of equipment passes the survey event, work is not necessary. If a piece of equipment fails the survey, a job event is performed to repair the equipment. A campaign can have only one survey event, but several job events.
Add, change, or delete campaign events as necessary.
To add events to campaigns:
- Select Work > Projects > Campaigns.
- Select a campaign, and then click the Campaign Events tab.
- Click Add Campaign Event.
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Specify this information:
- Campaign Event
- Enter the order in which this campaign event will occur.
- Project-Budget
- Enter both the project and budget to associate to this campaign event.
- Standard WO
- Enter the standard work order to associate to this campaign event.
- Assigned To
- Enter the person responsible for the work order.
- Assigned By
- Enter the supervisor who assigned the work order.
- Requested By
- Enter the person who requested the work.
- Survey
- Select to mark this campaign event as an equipment survey type.
- Production Priority
- Enter the priority for the production. The system automatically populates Production Priority Desc.
- Req. Start Date Buff. (Days)
- Enter the number of days needed prior to the starting date for the work order.
- Req. End Date Buff. (Days)
- Enter the number of days needed after the ending date for the work order.
- Downtime (Hours)
- Enter the number of hours that the equipment was out of operation due to failure.
- WO Description
- Enter a description of the work to be performed for the campaign event.
- WO Type
- Select the type for the work order.
- Priority
- Enter the priority of the work order for the campaign event.
- WO Class
- Enter the work order class for the campaign event. The system automatically populates WO Class Org.
- Duration
- Enter a duration (time) for the work order for the campaign event.
- Problem Code
- Enter the code to identify the type of problem.
- Safety
- Select if this campaign event requires special safety precautions.
- Trade
- Enter the trade required to perform the activity.
- Task
- Enter the task code for the activity.
- Material List
- Enter the material list code for the material list containing the parts needed for the work order.
- Estimated Hours
- Enter the estimated number of hours required to complete the activity.
- People Required
- Enter the number of people required to perform the activity.
- Activity Duration
- Enter a duration (time) for the activity for the campaigning event.
- Click Submit.