Main

The Main tab details provide a overview of the work order. These required details help with effective communication and planning.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

1. On the Main tab, enter the details:

Required

• Description: Type the first few characters of an existing description to search for and then select it in the pre-populated list. A green check mark appears to confirm your selection.

  Enter and confirm a description: You can manually input a description not included in the predefined list or customize a selected description. Type a value that does not exist in the predefined list or customize an existing description. Click Confirm description below the input area after entering the description. A green check mark appears, indicating that the description is added to the work order but not to the system.

• Account: Specifies the account associated with the work order. Every work order requires an account or department to charge the time and materials.

• Skill: Indicates the specific expertise required, such as electrician, mechanic, plumber, or others.

• Type: Provides a general classification of the work order, such as corrective maintenance and incoming inspection.

• Status: Indicate the current position of the work order within its lifecycle. Default statuses include Pending, Active, Completed, Closed, and Canceled.

• Sub status: Secondary classification within the main status of a work order, providing a finer level of detail.

• Priority: Represents the urgency level of the work order. The priorities include Urgent, Routine, Deferred, Preventive maintenance, Within 24 hours, and Project.

Location: Add location information to work orders to help assigned technicians quickly identify where the requested work is needed.

• Segment: Specify the category that this work order is associated with. Segments are helpful for data segregation and reporting purposes, to organize work orders more efficiently.

• Site: Specify different geographic locations your organization services in Site, which is the highest level in the location hierarchy.

• Building: Assign each building to a site within TMS. Building is the second level in the location hierarchy. A single site, like a hospital campus, might include multiple buildings.

• Location: Associate each location to a building, since it's the third tier in the location hierarchy. Location usually refers to different floors within a building.

• Location description: Enter a more precise location where the maintenance needs to occur or where an asset is located.

• Shop: Specify the shop as the place where work is conducted if it is not performed on-site. For instance, if a piece of equipment is sent off-site to your service provider's location, you might indicate that information.

Asset: An asset includes any item requiring maintenance that you want to track, including equipment, facilities, and vehicles.

• Asset number: Unique identifier assigned to an asset.

• Asset description: Brief summary to provide more details.

• Manufacturer vendor name: Identifies the maker or brand.

• Model number: Identifies a specific model of an asset by the manufacturer.

• Serial number: Unique code assigned by the manufacturer. Typically used for warranty, history tracking, and distinguishing similar units.

Requester: This section displays either Requesters or Resources and associated details, depending on the WO Requester Source setting in Classic TMS.

• Requester: The person initiating the request. Type the first few characters of an existing requester name to search for and then select it in the pre-populated list. A green check mark appears to confirm your selection. If the Phone, Pager, and Email fields for that requester were updated in Classic TMS, then those fields automatically populate after you make the selection. If not, the fields remain blank. Other fields that fill in with predefined information after you select a requester are: Account, Site, Building, Location, and Location description.

  • Enter and confirm new requester: You can manually input a requester name not included in the predefined list, even if they are not registered in the system or Active Directory. Type a name that does not exist in the pre-defined list of requesters. Click Confirm requester below the input area after entering the name. A green check mark appears, indicating that the requester's name is added to the work order but not to the system or Active Directory.

• Phone: Primary contact phone number.

• Pager: Pager number for the requester.

• Email: Email address of the requester.

• Requester remarks: Helpful comments.

2. Navigate through the other tabs and enter the details.

3. If you're creating a new work order click Create.

   The system creates the work order. The work order Update page opens. You can now add additional details to the work order.