Fields Required by TMS
There are TMS fields that must have values filled in on every record you import. If your data is from another version of TMS, this should not be an issue.
However, if you are importing data from a non-TMS system, it is particularly important for you to make sure that all of your records have values associated with these fields.
If your records do not have values for any of these fields, you have the option to set one value for all records you're importing (more information is available in the Create a Mapping File topic). Below, we outline what fields are required per module and what codes can be set as the default for all imported records.
Work Orders Module
|
Field |
Available Codes |
Code Description | Code Parent |
|---|---|---|---|
|
AccountCode |
No default available |
N/A | N/A |
|
PriorityCode |
1 | Urgent | N/A |
|
2 |
Routine | N/A | |
|
3 |
Deferred | N/A | |
|
4 |
Preventive Maint | N/A | |
|
5 |
Within 24 Hours | N/A | |
|
6 |
Project | N/A | |
|
SkillCode |
BIO | BIOMED | N/A |
|
ELE |
ELECTRICAL | N/A | |
| ENG | ENGINEERING | N/A | |
| HVA | HVAC | N/A | |
| LSCS | LIFE SAFETY CODE SPECIALIST | N/A | |
| MEC | MECHANICAL | N/A | |
| MTN | MAINTENANCE | N/A | |
| PLB | PAINTER | N/A | |
|
StatusCode |
ACTIV |
ACTIVE | N/A |
|
CANCL |
CANCELLED | N/A | |
|
CLOSE |
CLOSED (NO CHANGES) | N/A | |
|
CMPLT |
COMPLETED | N/A | |
|
PENDG |
PENDING | N/A | |
| SubStatusCode |
CHANG |
CHANGES ALLOWED | N/A |
|
CMPLT |
WORK COMPLETED | CMPLT | |
| ESCAL | PRIORITY ESCALATED | ACTIV | |
| FAILPM | FAILPM | ACTIV | |
|
ISSUE |
ISSUED, BEING WORKED ON | ACTIV | |
|
NTISSUE |
NOT ISSUED | ACTIV | |
| NOCHG | NO CHANGES ALLOWED | CANCL or CLOSE | |
| PARTS | AWAITING PARTS | ACTIV | |
| PTRVC | PARTS RECEIVED | ACTIV | |
|
READY |
READY TO ISSUE | ACTIV | |
|
REQST |
PENDING REQUEST | PENDG | |
|
REVEW |
REVIEW | PENDG | |
| SVCMPLT | SURVEY COMPLETE | COMPLT | |
| SVPENDG | SURVEY PENDING | COMPLT | |
| SVSENT | SURVEY SENT | COMPLT | |
|
TypeCode |
CM |
CORRECTIVE MAINTENANCE | N/A |
| PE | PLANNED EVENT | N/A | |
|
PI |
PLAN FOR IMPROVEMENT | N/A | |
| PM | PREVENTIVE MAINTENANCE | N/A | |
|
PR |
PROJECT WORKORDER | N/A | |
|
RC |
RECALL | N/A | |
|
RQ |
REQUEST | N/A | |
|
SAF |
SAFETY COMMITTEE RELATED | N/A | |
|
SV |
SERVICE CALL | N/A |
WO Assignments
|
Field |
Available Codes |
Code Description |
|---|---|---|
|
BillableTypeCode |
YES |
YES |
| NO | NO | |
|
HoursTypeCode |
DBL |
DOUBLETIME |
| EMG | EMERGENCY CALL IN | |
| NON | NON PRODUCTION | |
| OVT | OVERTIME | |
| REG | REGULAR | |
| SCK | SICK | |
| TRN | TRAINING | |
| TRV | TRAVEL | |
| VAC | VACATION |
Assets Module
|
Field |
Available Codes |
Code Description | Parent Code |
|---|---|---|---|
|
AccountCode |
No default available |
N/A | N/A |
|
CategoryCode |
GEN |
GENERAL | N/A |
| INF | INFRASTRUCTURE | N/A | |
| ISP | INSPECTION | N/A | |
|
StatusCode |
ACTIV | ACTIVE | N/A |
| CONTR | CONTRACT | N/A | |
| INACT | INACTIVE | N/A | |
|
RETIR |
RETIRED | N/A | |
|
SubCategoryCode |
GEN |
GENERAL | GEN |
| GEN | INSPECTION | ISP | |
| INC | INCINERATOR | GEN | |
| NC | NURSE CALL SYSTEM | GEN or INF | |
| OV | OVENS | GEN | |
| PTS | PNEUMATIC TUBE SYSTEM | INF | |
|
TypeCode |
EQ | EQUIPMENT | N/A |
|
M |
MISCELLANEOUS ASSETS | N/A |
Schedules Module
|
Field |
Available Codes |
Code Description |
|---|---|---|
|
AccountCode |
No default available | N/A |
| PriorityCode |
See the Work Order module codes above. |
N/A |
| Schedule | See this topic for available codes. | N/A |
|
SkillCode |
See the Work Order module codes above. |
N/A |
|
StatusCode |
See the Work Order module codes above. |
N/A |
|
SubStatusCode |
See the Work Order module codes above. |
N/A |
| TypeCode |
See the Work Order module codes above. |
N/A |
Procedures/Tasks Module
|
Field |
Available Codes |
Code Description |
|---|---|---|
|
SkillCode |
See the Work Order module codes above. |
N/A |
|
StatusCode |
ACTIV |
ACTIVE |
| RETIR | RETIRED | |
|
TypeCode |
CKL |
CHECKLIST TASK |
| CMT | CORRECTIVE MAINTENANCE TASK | |
| EOC | EOC MANAGEMENT TASK | |
| INS | INSPECTION TASK | |
| MTR | METER READING TASK | |
| PET | PLANNED EVENT TASK | |
| PMT | PREVENTIVE MAINT TASK | |
| PRJ | PROJECT TASK | |
| TRN | TRAINING TASK | |
|
PM/PE |
YES |
YES |
| NO | NO |