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Create and Edit Resources Module Codes

First, review the Resource New page. Area Codes, Shift Codes, Shop Codes, Skill Codes, Skill Level Codes, Status Codes, and Type Codes have options available in the drop-down menu that accompany them in the Resource module. TMS comes with many default choices. For example, one Resource Type Code is C, or Contractor (hourly). You can define additional choices that appear in the drop-down menus.

Type Codes

  1. From the Setup menu, select Resources > Codes.

  2. From the Segment drop-down menu, select a segment.

  3. From the Code List drop-down menu, select Type Codes.

    TMS displays the Resource Type Codes.

  4. Click New.

    The Code Setup dialog box appears.

  5. In the Code field, enter a code.

  6. In the Description field, enter a description of the new code.

  7. Select the Show in New/Edit or Show in Query check boxes as needed.

    If either option is not selected, the code will be stored in your TMS database, but will not appear in the code drop-down menu. To have a code appear in the drop-down menu, you must select one of these check boxes.

  8. Click Save to save the code or click Another to save and add an additional code.

Follow the same procedure to create Area Codes, Shift Codes, Shop Codes, Skill Codes, Skill Level Codes, and Status Codes .

To find an existing code quickly, use the Search box. Select a code type from the Code List and then type a code, description, or part of either into the Search box at the top of the code grid. (Wildcard criteria is supported with an * before, after, or around the criteria.)

Once a code is entered you can:

  • Click the Print button to preview the list of codes in the Preview window.

  • Click the Edit button to open the Code Setup window and modify the code.

  • Click the Delete button to remove a code from the list.