Resource Edit
The Resource (TMS Enterprise) standard form has two tabs for resource creation: the Main tab and the Details tab. There are additional tabs available for editing. Required fields are red and marked with an asterisk.
Identification
| Field | Alternate field name | Definition |
|---|---|---|
| Resource Number | Technician Number |
This field is unique to a resource. Resource Number is used in TMS to associate a resource with an asset, work order, time charge or material charge. |
|
First Name |
N/A |
This is the first name of your resource. |
|
Last Name |
N/A |
This is the last name of your resource. |
Required
| Field | Alternate field name | Definition | Setup location |
|---|---|---|---|
|
Type |
N/A |
This field is used to help classify a resource. |
Setup > Resources > Codes |
|
Account |
Department, Cost Center |
This is the cost center the resource is assigned to. |
Setup > Resources > Codes |
|
Charge Rate |
N/A |
This field is the amount in dollars that can either be the hourly rate for the resource or an aggregate cost that represents the liability or cost factor of the resource. |
N/A |
|
Status |
N/A |
This field is the current employment status of the resource. |
Setup > Resources > Codes |
|
Shift |
N/A |
This field is the work shift the resource is assigned to. Shift codes allow you to separate your resources into their designated work shifts. You can also perform productivity analysis by shift. Which shift performs the most PM work orders or corrective maintenance work orders? What are the total number of labor hours by shift? One Shift code is the minimum required in TMS and comes in the database. |
Setup > Resources > Codes |
|
Skill |
Skill, Trade |
This field is the resource skill or trade. |
Setup > Resources > Codes |
|
Skill Level |
N/A |
This field is used to indicate skill level of the resource. Skill Level is the appropriate designation of the resource's seniority or accumulated skill level. Skill Level is the degree of expertise a resource has. He or she might be an apprentice, master, journeyman
Examples of Skill Level codes are: Apprentice, Journeyman, Master, MCP, MCSE, College, and Technical Degree. |
Setup > Resources > Codes |
Personnel
| Field | Definition | Setup location |
|---|---|---|
|
Start Date |
This field is used to indicate the either the day the resource was added to TMS or the day the resource was hired. |
N/A |
|
Last Review Date |
This field is used either to keep track of the resource's last performance review or to keep track of the last date the resource was reviewed as a resource in TMS. |
N/A |
Location
| Field | Definition | Setup location |
|---|---|---|
|
Segment |
Resources can be populated in the Shared segment for all other segments to have access to. Resources can also be stored in a specific segment that is not shared (for example, Biomed). |
N/A |
|
Site |
This field is the first field in the location hierarchy of Site, Building, and Location. |
Setup > Assets > Codes |
|
Building |
This field is the second field in the location hierarchy of Site, Building, and Location. |
Setup > Assets > Codes |
|
Location |
This field is the location of an asset or piece of equipment. |
Setup > Assets > Codes |
|
Location Desc. |
This field is associated with the Location Code by default. This field is optional and can be used to populate a Location Description that is unique to the record it is applied to. |
N/A |
|
Shop |
This field can be used to hold an area within a department (Biomedical under the department of Facility Operations) or it can be used to represent areas of responsibilities determined by management. |
Setup > Work Orders > Codes |
|
Area Code |
This field can be used to identify the area of responsibility determined by management or it can be used to identify the area covered by a cost center. |
Setup > Assets > Codes |
Contact
| Field | Definition |
|---|---|
|
Work Phone |
This field contains the work phone number assigned to the resource. |
|
Pager |
This field contains the pager number assigned to the resource. |
|
|
This field contains the Internet or Intranet email address assigned to the resource. |
|
Pager Email |
The email address entered here is used with the TMS Pager interface to send an email copy of a work order to the resource's email inbox. This email address is also used in Email Reporting. |
