WO> Maintenance> Units

Units Maintenance

Summary

Units are attached to equipment in order to track equipment usage on work orders. Units are attached to pieces of equipment on the Equipment Maintenance window (WO> Maintenance> Equipment> Default Units field).

Related Links

Click here for information on Equipment Maintenance.

Step by Step

1     View the existing Unit Types.  

 

• Open the Units Maintenance window (WO> Maintenance> Units).
• Select a unit type in the left section of the window and the fields in the Maintenance section will update with the information attached to the selected unit type.
• Right click on the unit types in the left section of the window and select Export to MS Excel Workbook if you would like to create an MS Excel spreadsheet of the unit types in the window.
• Highlight a unit type and click the Delete icon or press DELETE to delete the selected unit type. This will open a confirmation information box.
  • Unit type codes that are attached to equipment codes cannot be deleted.
• Click the Create icon or press INSERT if you would like to create a new record. This will create a new line item in the left section of the window and enable the maintenance fields to the right.

2     Create a Unit Type code.  

 

• Enter a unique Unit Type code.
  • This field can be up to 10 characters long and cannot be edited once the unit type code is saved. This is a required field.
• The Multiplier field functionality has not yet been implemented. The multiplier value should be set at 1.00.
• Enter a Description for the unit type code.
  • The Unit Type code and the Description will appear in the Rates section of the Equipment Maintenance window. This optional field can be up to 128 characters long.
• Click the Save icon to save the new unit type.

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