Main Tab

Regardless of how you come to the Work Order (TMS Enterprise) standard form, there are three tabs available for work order creation: the Main tab, the Complete tab, and the Details tab. There are three additional tabs available for work order editing: the Charges tab, the Procedures tab, and the Asset WO History tab.

These tables describe each of the fields on the Main tab.

Required

Field	Alternate field name	Definition	Setup location
WO Number	Work Order #, WO #	WO Number is a sequential number assigned automatically by TMS when the work order is originally saved.	N/A
Description	N/A	This is a short description of the work to be performed. You can type this in or create a pre-defined list of descriptions in the Setup menu.	The Setup location for Description is Setup > Work Orders > Codes.
Account (see note below)	Department	Every work order must have a department. This field is used to represent the cost center or department within your organization that is tied to the work order. If you selected an asset, the Account associated with the asset is displayed. You can change it. If you haven't selected an asset, then you must select a Account. The time and materials on this work order are charged directly to this department.	The Setup location for Account is Setup > General > Codes. Typically, an Account Code is set up using a number and a description. An example of an Account Code is 0600 - Emergency Department.
Skill	Trade	The Skill field tells you whether the required person is an electrician, mechanic, plumber	The Setup location for Skill is Setup > Resources > Codes.
Type	WO Type	The Type field is a broad classification of work orders. Examples include Corrective Maintenance, Incoming Inspection, Plan for Improvement You can define additional types to meet your needs. When TMS generates a PM or PE schedule into a work order, the WO Type is automatically set to Preventive Maintenance or Planned Event respectively. These two Type Codes are only available in the drop-down menu in the Work Order Query screen.	The Setup location for Type is Setup > Work Orders > Codes.
Status and Sub Status	N/A	The Status/Sub Status combination tells you where a work order is in the cycle from when it is created to when it is closed or completed. The default TMS statuses are Pending, Active, Completed, Closed, and Canceled. You don't have to start at the beginning of the work order life cycle (Pending), but a work order can't go backwards in the life cycle. For example, you can't change a Completed work order to Active.	The Setup location for Status and Sub Status codes is Setup > Work Orders > Codes.
Priority	N/A	Priority represents the urgency level of the work order. TMS comes with six priorities from Urgent to Project.	The Setup location for Priority Codes is Setup > Work Orders > Codes.

Note:

An Account code might be tied to a Location code in the Setup module (Setup > Assets > Codes). In the event that a Location code with such a tie is selected in the field group below, the Account code associated with this Location code will replace the account you might have already selected in the field group above. If the code that automatically replaces the account you selected is not the account that should be associated with the work order you're creating, you need to manually choose the correct Account code again.

Location

Field	Alternate field name	Definition	Setup Location
Segment	N/A	This is the TMS segment you are working in. For example, your organization might have three segments: a Facilities segment, a Biomed segment, and a Shared segment.	N/A
Site	N/A	Site is the top level of the location hierarchy. Organizations use this field to indicate the different locations they service that are located in different geographic areas. An organization might have the following sites: University Hospital, North Hospital, South Hospital, and Medical Offices. Each Site has different Buildings associated with it.	The Setuplocation for Site codes is Setup > Assets > Codes.
Building	N/A	Building is the second level of the location hierarchy. Each Building is associated with a Site in TMS. Sites might contain several physical Buildings. For example, an organization has a Site called University Hospital. This Site has an East and West Building.	The Setup location for Building codes is Setup > Assets > Codes.
Location	N/A	Location is the third level of the location hierarchy. Each Location is associated with a Building in TMS. Location usually indicates floors within a Building.	The Setup location for Location codes is Setup > Assets > Codes. *See the Note above about Location Code/Account Code ties.
Location Description	Location Desc.	This is a free text field you can use to enter a more exact location of where the maintenance needs to be performed or where an asset is located. For example, you could enter the room number of the location of the problem or asset.	N/A
Shop	N/A	Shop is where the work is being done, if it is not being done on-site. For example, if a piece of equipment is being sent off-site to your service provider's location, you might want to stipulate that here.	The Setup location for Shop codes isSetup > Work Orders > Codes.

Asset

Field	Alternate field name	Definition
Asset Number	Asset #	Asset numbers are used to identify specific assets that have unique identifiers associated with them. The asset number might come from the serial number or an asset tracking system. An example of an asset number for a television receiver is TV-03. This number distinguishes one asset from another.
Asset Description	N/A	This is the Description given to the asset when it was created in TMS.
Manufacturer Code	N/A	This is the code assigned to the manufacturer of the asset. Manufacturers are set up in the Vendors modules.
Model Number	Model #	This is the Model Number given to the asset when it was created in TMS.
Serial Number	Serial #	This is the Serial Number given to the asset when it was created in TMS.

Requester

Field	Alternate field name	Definition
Requester	N/A	This is the name of the individual who is requesting the service.
Phone	N/A	This is the phone number or extension number of the Requester.
Pager	N/A	This is the pager number or extension number of the Requester.
Email	N/A	This is the email address of the Requester.
Requester Remarks	N/A	This is a free text field where any comments about the work order can be typed, since as a brief but thorough description of the problem or nature of the service requested.

Department Codes Tied to Account Codes