In the Maintenance module, maintenance codes are user-defined codes that are used in a variety of areas, including equipment, master lists, PM templates, work orders, and service requests. Depending on your permissions, you can add or edit existing records. Maintenance codes are located in Maintenance|Codes.

The following codes can be defined in the Maintenance module:

DUOM codes are user-defined codes used in the PM/PdM module to represent the driving unit of measure for equipment and tools. DUOM codes are located in Maintenance|Codes|Equipment|DUOM.

To add a DUOM code, open the DUOM browse and click New. Enter the code in the DUOM field and a brief description of the code in the Description field. Press Enter to save.

Equipment codes are user-defined codes for BOM Types, Catalogs, Categories, Failure Types, Locations, Products, Statuses, Types, Character 1, and Character 2. Access equipment codes in Maintenance|Codes|Equipment.

BOM Type codes are only associated with pieces of equipment. Equipment with a BOM Type receives a structure of systems and assemblies under systems associated with that specific equipment. Any type of transaction such as material issuances, labor distribution, or purchases can not only be made against the equipment name, but also to a specific system code or an assembly code attached to the equipment.

BOM Type codes, which are located in Maintenance|Codes|Equipment|BOM Types, enable the system to generate a more detailed analysis of where repairs were made on a piece of equipment. You can use a BOM Type code to set up the default or standard system and assembly structure for a piece of equipment.

Follow these steps to add a BOM Type code:

Catalog codes are used to group common equipment under a single code, for better reporting and filtering capabilities. The Catalog codes are located in Maintenance|Codes|Equipment|Catalogs.

To add a Catalog code, open the Catalog browse and click New. Enter the code in the Equipment Catalog field and a brief description of the code in the Description field. Press Enter to save.

The Category codes are used to group equipment in broad categories or types. This code is a double-digit alphanumeric value for reporting and filtering equipment. The Category codes are located in Maintenance|Codes|Equipment|Categories.

To add a Category code, open the Category browse and click New. Enter the code in the Category field and a brief description of the code in the Description field. Press Enter to save.

The Failure Type codes are used to group failure codes based on an equipment type. For example, “mechanical” is a failure type, and “motor burn out” is a failure code. These codes allow you to track equipment failures on work orders to analyze a PM program’s effectiveness. If PMs are designed to prevent a certain type of failure, but it is occurring before the PM issue-by date, then modify the PM to come due more frequently.

If there is not a PM work order to prevent a frequent equipment failure, then create a PM work order.

Follow these steps to add an Equipment Failure Type code:

Equipment Location codes are user-defined codes used to describe the physical locations of pieces of equipment. These codes, which are useful for reporting and filtering purposes, are used in equipment records, work orders, and PM templates. Equipment Locations are located in Maintenance|Codes|Equipment|Equipment Locations.

To add a Location, open the Locations browse and click New. Enter the equipment location in the Equipment Location field and a short description in the Description field. Press Enter to save.

Product Number codes are user-defined codes used to represent the products produced by a piece of equipment established in EAM; for example, a die used in a press. Product Number codes allow you to:

Product Number codes are located in Maintenance|Codes|Equipment|Products.

To add a Product Number code, open the Products browse and click New. Enter the product number in the Product Number field and a short description in the Description field. Press Enter to save.

Equipment Status codes are user-defined codes used to describe the status of a piece of equipment. These codes are used for reporting and filtering equipment. The Equipment Status codes are located in Maintenance|Codes|Equipment|Equipment Status.

To add an Equipment Status code, open the Equipment Status browse and click New. Enter the equipment status in the Equipment Status field and a short description in the Description field. Press Enter to save.

Equipment Type codes are user-defined codes used as general classifications or types of equipment that can be used for reporting and filtering purposes. The Equipment Type codes are located in Maintenance|Codes|Equipment|Equipment Types.

Follow these steps to add an Equipment Type code:

Equipment character 1 codes are validation tables that are used with the Equip Char 1 user-defined fields. For example, if you click in the Equip Char 1 User-Defined field, the lookup allows you to select one of the items in the equipment character 1 table. For more information about using user-defined fields, see User-Defined Fields. The equipment character 1 codes are located in Maintenance|Codes|Equipment|Eqp Char 1.

To add an equipment character 1 code, open the Equipment Character 1 browse and click New. Enter the code in the Equip Char 1 field and a brief description of the code in the Description field. Press Enter to save.

Equipment character 2 codes are validation tables that are used with the Equip Char 2 user-defined fields. For example, if you click in the Equip Char 2 user-defined field, the lookup allows you to select one of the items in the equipment character 2 table. For more information about using user-defined fields, see User-Defined Fields. The equipment character 2 codes are located in Maintenance|Codes|Equipment|Eqp Char 2.

To add an equipment character 2 code, open the Equipment Character 2 browse and click New. Enter the code in the Equip Char 2 field and a brief description of the code in the Description field. Press Enter to save.

Event codes are user-defined codes used to create on-demand PM work orders for specific events. The Event table lookup lists these codes. You can associate an event with a date range. PM work orders associated with an event automatically schedule based on the date range, or when you request PMs for a specific event such as a seasonal shut-down. The Event codes are located in Maintenance|Codes|Events.

Follow these steps to add an event code:

Holiday codes are user-defined codes used to set up specific days during the year when the company is closed for a designated holiday. The Work Order module uses this information when scheduling and assigning employees to work orders. When a work order is scheduled, EAM verifies the date against employee availability and company holidays. The Holiday codes are located in Maintenance|Codes|Holidays.

To add a Holiday code, open the Holiday browse and click New. Use the lookups to select the starting and ending dates. Enter the name of the holiday in the Holiday field. Press Enter to save.

The list type codes are user-defined codes that include the instruction list type and parts type codes.

Instruction list type codes are user-defined codes that are used to group common types of master instruction lists (MILs) for better sorting and filtering. When you create an MIL, you associate an instruction list type code to that MIL. For example, you can create list type codes for common instructions for PMs, repairs, and rebuild type classifications. You can apply those codes to MILs and then group and sort the MILs by those list type codes. The instruction list type codes are located in Maintenance|Codes|List Types|Instruction List Types.

To add an instruction list type code, open the Instruction List Types browse and click New. Enter the instruction list type code in the List Type field and a short description in the Description field. Press Enter to save.

Parts list type codes are user-defined codes used to group master part lists (MPLs) together by common types for better sorting and filtering. Parts list type codes are applied when creating master parts lists and work order parts lists. Parts list type codes are located in Maintenance|Codes|List Types|Parts List Types.

To add a parts list type code, open the Parts List Types browse and click New. Enter the parts list type code in the List Type field and a short description in the Description field. Press Enter to save.

Pay codes are user-defined codes that include additive codes and multiplier codes.

Pay additive codes are user-defined codes that are used to add a specific amount to the standard hourly rate when posting labor. These codes can be associated with an employee ID. The Post Labor action in Work Orders and Projects uses this code in the Labor Cost calculation. The pay additive codes are located in Maintenance|Codes|Pay| Additives.

To add a pay additive code, open the Additives browse and click New. Enter the additive code in the Pay Add Code field. Enter the additive amount in the Additive field. Enter a short description in the Description field. Press Enter to save.

The pay multiplier code is applied to the regular pay rate to determine the total labor cost for an employee when posting labor. Use a pay multiplier as part of a formula to calculate the total labor cost. The pay multiplier multiplies against the standard hourly rate in the employee record.

The pay multiplier codes are located in Maintenance|Codes|Pay|Multipliers.

Follow these steps to add a multiplier code:

The reason code is used in the Maintenance module to give a short description of downtime. This code is used for reporting and filtering purposes within a work order. The reason codes are located in Maintenance|Codes|Reasons.

To add a reason code, open the Reasons browse and click New. Enter the reason code in the Reason field and a short description in the Description field. Press Enter to save.

Service type codes are used to designate the types of service requests. Use these codes when managing SRs for sorting or filtering. Service type codes are located in Maintenance|Codes| Service Types.

To add a service type code, open the Service Types browse and click New. Enter the service type code in the Service Type field and a short description in the Description field. Press Enter to save.

The skill codes are used to describe an employee’s capabilities within a craft. For example, if an employee’s craft code is mechanic, enter an Expert skill level. You can associate the skill code with a master parts list with a craft code followed by a skill code, or to a work order’s instruction list.

The skill codes are located in Maintenance|Codes|Skills.

To add a skill code, open the Skills browse and click New. Enter the skill code in the Skill field and a short description in the Description field. Press Enter to save.

Work order codes are user-defined codes that include the following:

Technicians use the as-found codes to specify the condition of the equipment as repairs begin. As-found codes are located in Maintenance|Codes|Work Order|As Founds.

To add an as-found code, open the As Founds browse and click New. Enter the as-found code in the As Found field and a short description in the Description field. Press Enter to save.

Technicians use the as-left codes to specify the condition of the equipment after repairs are finished. If desired, you can set an as-left code to trigger an e-mail anytime it is used. For example, if a work order uses an as-left code that specifies e-mail notification, EAM e-mails the user or group specified in the Notify field in the work order and notifies them that something more needs to be done.

As-left codes are located in Maintenance|Codes|Work Order|As Lefts.

Follow these steps to add an as-left code:

WO class codes are user-defined codes used to describe the type of work order that is created. WO class codes are located in Maintenance|Codes|Work Order|WO Classes.

To add a WO class code, open the WO Classes browse and click New. Enter the WO classes code in the WO Class field and a short description in the Description field. Press Enter to save.

Clearance codes, which are user-defined codes used in preventive maintenance and work orders, specify the type of clearance that is required to perform work on a piece of equipment.

Clearance codes are located in Maintenance|Codes|Work Order|Clearances.

Follow these steps to add a clearance code:

Craft codes, which are associated with a regular pay rate, are user-defined codes used to assign and post labor in EAM. The craft code’s pay rate is used to calculate the planned cost on WO instruction lists and in MILs. Craft codes are located in Maintenance|Codes|Work Order|Crafts.

To add a craft code, open the Craft browse and click New. Enter the craft code in the Craft field and a short description in the Description field. Enter the pay rate in the Regular Pay Rate field. Press Enter to save.

Crew codes are user-defined codes used on work orders or PM templates to name the job crew in which the technician works. Crew codes are located in Maintenance|Codes|Work Order|Crews.

To add a crew code, open the Crews browse and click New. Enter the crew code in the Crew field and a short description in the Description field. Press Enter to save.

Delay codes are user-defined codes used to describe why work has been delayed. Delay codes are located in Maintenance|Codes|Work Order|Delays.

To add a delay code, open the Delays browse and click New. Enter the delay code in the Delay field and a short description in the Description field. Press Enter to save.

Failure codes are user-defined codes used to describe the cause of a failure or breakdown. The code usually indicates the part or component that failed. Failure codes are located in Maintenance|Codes|Work Order|Failures.

To add a failure code, open the Failures browse and click New. Enter the failure code in the Failure field and a short description in the Description field. Press Enter to save.

Repair codes, used in equipment failure analysis, are user-defined codes used to classify the type of repair required to fix the existing problem on the equipment. Repair codes are located in Maintenance|Codes|Work Order|Repairs.

To add a repair code, open the Repairs browse and click New. Enter the repair code in the Repair field and a short description in the Description field. Press Enter to save.

Shift codes, which are used in PM templates and work orders, are user-defined codes used to determine when an employee is available to be scheduled for work. Shift codes are located in Maintenance|Codes|Work Order|Shifts.

To add a shift code, open the Shifts browse and click New. Enter the shift code in the Shift field and a short description in the Description field. Press Enter to save.

Production shift codes are used in equipment downtime. These codes populate the Production Shift lookup on the Equipment Down Time submenu. Production shift codes are located in Maintenance|Codes|Work Order|Production Shift.

To add a production shift code, open the Production Shift browse and click New. Enter the production shift code in the Shift field and a short description in the Description field. Press Enter to save.

 

Work order status codes are user-defined codes that describe the status of a work order. Closed, Finished, and Canceled are permanent default work order statuses that cannot be deleted. You can create WO status codes that contain specific functionality. For example, you can:

Work order status codes are located in Maintenance|Codes|Work Order|Work Order Status.

Follow these steps to add a work order status code:

WO character 1 codes are validation tables that are used with the WO Char 1 user-defined fields. For example, if you click in the WO Char 1 User-Defined field, the lookup allows you to select one of the items in the work order character 1 table. For more information about using user-defined fields, see User-Defined Fields. The WO character 1 codes are located in Maintenance|Codes|Work Order|WO Char 1.

To add a WO character 1 code, open the WO Character 1 browse and click New. Enter the code in the WO Char 1 field and a brief description of the code in the Description field. Press Enter to save.

WO character 2 codes are validation tables that are used with the WO Char 2 user-defined fields. For example, if you click in the WO Char 2 user-defined field, the lookup allows you to select one of the items in the work order character 2 table. For more information about using user-defined fields, see User-Defined Fields. The WO character 2 codes are located in Maintenance|Codes|Work Order|WO Char 2.

To add a WO character 2 code, open the WO Character 2 browse and click New. Enter the code in the WO Char 2 field and a brief description of the code in the Description field. Press Enter to save.

Priority codes are user-defined codes used on work orders to reflect the priority level of the work order. Priority codes are located in Maintenance|Codes|Work Order|Priorities.

Follow these steps to add a priority code:

Tool codes are located in Maintenance|Codes|Tools. They are user-defined codes for:

Tool Status codes are used to define a status meaningful for a tool. They are not used for inventory parts, which are defined separately. The three system-provided Tool Status codes are Active, Inactive, and Obsolete, but you can define additional statuses in the browse.

To add a Tool Status code, open the Tool Status browse and click New. Enter the code in the Tool Status field and a brief description of the code in the Description field. Press Enter to save.

Tool Location codes are user-defined codes that define a bin or shelf in a tool room or tool crib. These definitions are different than those used for inventory parts. The location is used in the tool serial record and as a default location on the tool record.

To add a Tool Location code, open the Tool Locations browse and click New. Enter the code in the Tool Location field and a brief description of the code in the Description field. Enter a physical description of the location in the Location Type field, choosing from Shelf, Inspection, and Rebuild. The default Location Type is Shelf. Press Enter to save.

Tool classes are user-defined codes that you can add to the tool definition. You can use these codes to group common tools together and for filtering and reporting purposes.

To add a Tool Class code, open the Tool Classes browse and click New. Enter the code in the Tool Class field and a brief description in the Description field. Press Enter to save.

Tool Type codes are user-defined codes that you can add to the tool definition and use for filtering and for grouping common tools together.

To add a Tool Type code, open the Tool Types browse and click New. Enter the code in the Tool Type field and a brief description in the Description field. Press Enter to save.

Tool List Types are user-defined codes that define the intended use of the tool. The definition is used as a lookup on the Master Tool List – Type and can be used for filtering Master Tool Lists.

To add a Tool List Type, open the Tool List Types browse and click New. Enter the code in the Tool List Type field and a brief description in the Description field. Press Enter to save.

Tool Catalog codes are used to group common tools under a single code for better reporting and filtering capabilities.

To add a Catalog code, open the Tool Catalog browse and click New. Enter the code in the Tool Catalog field and a brief description in the Description field. Press Enter to save.

Each catalog can have multiple subcatalogs, which are displayed in the lower browse. To add a subcatalog:

Tool Failure Codes are user-defined codes used to describe the cause of a failure on a WO. The code usually indicates the part or component that failed.

To add a tool failure code, open the Tool Failures browse and click New. Enter the failure code in the Tool Failure field and a short description in the Description field. Press Enter to save.

Repair codes, used in tool failure analysis, are user-defined codes used to classify the type of repair required to fix the existing problem on a WO.

To add a repair code, open the Repairs browse and click New. Enter the repair code in the Repair field and a short description in the Description field. Press Enter to save.

The Tool Failure Type codes are used to define failure types with associated repair and failure codes for use with tools that are entered on a WO. These codes allow you to track tool failures on work orders to analyze a PM program’s effectiveness. If PMs are designed to prevent a certain type of failure, but the failure is occurring before the PM issue-by date, then modify the PM to come due more frequently.

Follow these steps to add a Tool Failure Type code:

You can define Tool Rebuild Locations for use with rotable tools. Rebuild Location codes are user-defined codes used to identify areas to rebuild and work on rotable tools.

To add a rebuild location code, open the Rebuild Locations browse and click New.

Enter the relevant information in the following fields:

Click the disc icon to save.