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Question:
How can I customize the selection lists
and how can limit the list in the work order order screen?
Answer: Users can
customize most selection lists easily in ExpressMaintenance.
Customizing Lists
To customize what
fields will be displayed and the sort order of the displayed fields,
click on Utilities / Set Lookup Lists and select the desired list such
as Parts List. A Set Lookup Properties screen will appear as shown
below.
In the Lookup
Properties screen you can do the following:
Check off the fields
you wish to appear in the lookup list.
Change the Display
Name that will be at the top of the field column.
Change the length of
the display of the fields.
Arrange the order of
the displayed fields.
Specify the sort
order of the fields.
The field listed
first (at the top) will be the field used to sort and the selection
field for the list. In the screen shot above the Parts Description
field will be the selection field and the parts will be sorted by
Description. To sort by Numbered, simply move the Numbered field
to the top. Checking and un-checking fields includes / excludes
them from the list.
Organizing Lists
Users often
want to limit the selection of parts and services in the work order
screen to only those service and parts that apply to the given unit or
type of unit. This can be accomplished in ExpressMaintenance but
does require some thought and setup.
Before you are
convinced that you need to limit the parts and / or services, consider
how the selection lists work. Often simply organizing the naming
of services and parts can make the selection process much easier.
Selection lists are
listed alphabetically by number or name depending on how you specify the
list to work and what fields you want to display. For example, by
organizing parts with prefixes in the description you can quickly
position to a certain set of parts such as Belts, Motors, etc.
Another option is to use prefixes in the name that associate the parts
with a certain use or part of the facility.
Limiting Lists
This method above
works well for most users. However, some organizations have
extremely large quantities of parts and need to limit the selection list
to certain items when selecting parts and services in the work order
screen. This can be accomplished with some planning and proper
setup.
In the work order
screen, you have the option of limiting the selection of parts and / or
services to items of the same category as the category of the Unit.
In order to do this, you must setup the same category codes for Units,
Parts and Services. This is done under Administration / Codes.
Once you have the same category code for Units, Parts and Services, you
must associate the applicable units, parts and services with that
category.
Once in the work
order screen, you can check the option "Only Pick from Matching Unit
Category". By selecting this option, only the services and / or
parts of a matching category will be displayed (see screen shot below).
Notice in the screen
shot below that only Services of the category of Printing Equipment only
are displayed. This is because the option to only pick from
matching unit category is checked. The same can be accomplished
with parts selection. See the screen shot below for this example.
Also, you can have ExpressMaintenance default to this behavior under
Administration / Defaults / Work Order Defaults / General Settings.
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