Defaults

These processing options control default values for the filter fields on the Work With Resource Assignments form.

1. Crew

Specify the address book number of the manager or planner that the system uses to search for work orders.

2. Supervisor

Specify the supervisor whom the system uses to search for work orders.

3. Customer

Specify the customer whom the system uses to search for work orders.

4. Scheduled Start Date

Specify the scheduled start date. The system uses this date when searching for work orders. If you leave this processing option blank, the system uses the system date with the Starting Workday processing option to determine the scheduled start date.

5. Scheduled End Date

Specify the scheduled end date. The system uses this date when searching for work orders. If you leave this processing option blank, the system uses the scheduled start date with the Number of Periods and Period Type processing options to determine the scheduled end date.

6. Order Type

Specify the order type. The system uses this value when searching for work orders. Enter a value from UDC 00/DT (Document Type - All Documents).

7. Type - W.O.

Specify the classification of work orders or engineering change orders. The system uses this value when searching for work orders. Enter a value from UDC 00/TY (Work Order/ECO Type).

8. Priority

Specify the relative priority of a work order or engineering change order in relation to other orders. The system uses this value when searching for work orders. Enter a value from UDC 00/PR (Work Order Priority).

9. Work Order Status From

Specify the beginning status code for a range of work orders. The system uses this value when searching for work orders. Enter a value from UDC 00/SS (Work Order Status).

10. Work Order Status To

Specify the ending status code for a range of work orders. The system uses this value when searching for work orders. Enter a value from UDC 00/SS (Work Order Status).

11. Service Address Number

Specify the service address number (site) that the system uses to search for work orders.

12. Business Unit

Specify the business unit that the system uses to search for work orders and resources.

13. Parent W.O. Number

Specify the parent work order that the system uses to search for work orders.

14. Project Number

Specify the EPM (engineering project management) number that the system uses to search for work orders.

15. Resource Type

Specify the default resource type. The system uses this to determine what type of resources to display. Enter a value from UDC 05/RT (Record Type). If you leave this processing option blank, a resource type of 01 is used. Values are:

01: Individual

02: Asset, such as equipment

16. Resource Details

Specify the type of details that appear for a resource. Enter a value from UDC 48/RD (Resource Details).

17. Resources Assigned

Specify whether the Resource Assignment program displays only those work orders that have resources assigned to them, those without resource assignments, or both. Values are:

Blank: All work orders.

0: Work orders without resource assignments.

1: Work orders with resource assignments.

18. Load Profile Method

Specify the load profile method. The system uses the method to distribute the work across the duration of an assignment when a resource is assigned. For example, when you are using the flat load profile, the system spreads the work for an assignment evenly over the duration. Currently, the system uses only the flat load profile value 1, which is also the default value. Enter a value from UDC 48/LP (Load Profile Method).