Failure Code Data Entry
Access via the Administration Icon : Maintenance : Failure Codes.
This is a validation table. A lookup on the Work Request and Work Order Screen uses this table to insure that data is entered correctly. An example of a Failure Code might be "HTMP" for High Temperature. The Equipment screen's History page displays the Failure Code for each Work Order that has been written against the piece of Equipment.
A Failure Code Report is available. For example, it might list all pieces of equipment that have failed because of high temperature.
Use the Data Input Instructions to enter the Failure Code and Description.
Job Step Data Entry
Access via the Administration Icon : Maintenance : Job Steps.
Job Steps are used by the Maintenance System. They are created and maintained here. The Job Step file is essentially a Catalog. Maintenance Planners can insert Job Steps into Work Orders by entering a Job Step Number instead of typing a large amount of text. This standardizes maintenance procedures and eliminates tedious typing.
Use Data Input Instructions with the exception that when you click on 
the next sequential Job Step Number will automatically be assigned.
Title - Enter a Title that describes the Job Step. The Job Step Number and Title will appear on Lookups on Work Order Screens.
Skill Code - Use the Lookup to select the Skill Code that is required to perform the Job Step.
# of Workers - Enter the number of workers that must be dispatched to perform the Job Step.
# of Hours - Enter the number of hours necessary to perform the Job Step. The number of hours entered should be the lapsed time required to complete the Job Step using the specified Number of Workers. For example, two Workers for two Hours means that both Workers will be on the job for two hours for a total of four man hours.
Job Step - Enter the text for the Job Step. Make sure you understand the special instructions for Entering Memo Data prior to entering text.
Location Data Entry
Access via the Plant Icon : Location Data Entry.
Locations are used for dual purposes. Work Requests and Work Orders can be charged directly to a Location. In addition, they provide location information for Equipment. A Location Lookup is provided on the Equipment Screen for that purpose.
Use the Data Input Instructions for Location ID and Description.
Duplicate - Located above the Location Lookup, the Duplicate Button will create a new Location with the same location data (less the Location ID), PM Procedures, and Safety Procedures. No history data will be copied. This is useful during the original data entry process.
Billable Account - (Visible with Service Billing Option Only) You can lookup a Billing Account by Name or Account Number.
The Location Data Entry screen uses four pages.
Cost Center and Department are purely informational if the Costing Option has not been purchased.
Cost Center - Enter the ID of the Cost Center that costs should be charged to. A lookup is provided.
Department - Enter the ID of the Department that costs should be charged to. A lookup is provided.
Billable - (Service Billing Option Only) Check this box to enable the Billing Tab. You will then need to enter billing information. See below.
Downtime Group Box
Hours - Enter the Downtime Hours to be posted. Do NOT enter the total hours. The hours posted will be added to the accumulated hours below the entry box. You can enter negative hours to reset the Downtime Hours or to adjust them. You can also enter hours from the Work Order Close screen.
Minutes - Enter the Downtime Minutes to be posted. Do NOT enter the total minutes. The minutes posted will be added to the accumulated minutes below the entry box. You can enter negative minutes to reset the Downtime Mminutes or to adjust them. You can also enter minutes from the Work Order Close screen.
Square Feet - Enter the number of square feet at the Location.
Impact - Enter a number between 1 and 10 that identifies the impact to the Company if the Location is out of service.
Comments - Click on the Zoom Button to enter any comments concerning the Location.
A display-only grid presents information about Service Contracts. Service Contracts are maintained by the Service Contract screen.
PM Procedure Group Box
PM Procedures must be attached to a Location before PM Work Orders can be generated using the Location ID and PM Procedure combination. PM Procedures were originally entered on the PM Procedures screen.
Add - Enter the PM Procedure you wish to add to the list. A lookup is provided.
Delete - Double-click on the PM Procedure to remove it from the list.
Safety Procedure Group Box
Safety Procedures that are attached to a piece of Equipment can optionally be printed with any Work Orders written against the piece of Equipment. Safety Procedures were originally entered on the Safety Procedures screen. The option is set on the System Initialization screen's Maintenance page.
Add - Enter the Safety Procedure you wish to add to the list. A lookup is provided.
Delete - Double-click on the Safety Procedure to remove it from the list.
All information on the History screen is display-only. It includes summary Work Order information and a detailed list showing all Work Orders that have been written against this Location.
With Costing Option
Labor Detail Button - Click on the Labor Detail button to see the detailed labor charges to this Location (Only if Timecards are used).
The maintenance costs accrued against a Location will be charged to it and to the Cost Center and Department to which it is attached. If the Cost Center and Department are mapped to a Ledger Account, costs will also be charged to the Ledger Account.
Costs are categorized by Labor, Inventory, Purchases and Services and are kept for the Current Period, the Year To Date and the Lifetime of the Cost Center.
Fiscal Closing Procedures must be used to insure that costs are charged to the correct Fiscal Period.
(Service Billing Option Only) Enter the folllowing information for the billable party.
Last Name - Enter the Last Name. (Required).
First Name - Enter the First Name. (Required).
MI - Enter the Middle Initial.
Acct # - Enter the Account Number. (Required).
Full Name - Enter the name as you would like it to appear on the monthly statement.
Address 1 - Enter the first line of the address.
Address 1 - Enter the second line of the address.
City - Enter the City.
State - Enter the State. A lookup is provided.
Zip - Enter the Zip Code.
Phone Group Box
Home - Enter the home phone number.
Other - Enter a secondary phone number.
Lease Data Group Box
Start Date - Enter the Start Date of the Lease.
Expiration Date - Enter the Expitation Date of the Lease.
Amount - Enter the Amount of the Lease.