Adding Supplemental Data

Access the Work with Supplemental Data form.

You can enter supplemental data to further define the work orders in the system. Supplemental data is useful for reporting and tracking work order details that are not included in the record types, such as a data type for safety procedures. You must set up the supplemental data types for the work orders in the system.

You can use these formats when you define supplemental data for work orders:

Code Type

Description

C (Code)

XE Supplemental data: code format

Code format: supplemental data

You can define column titles and enter information, such as dates and amounts, in the columns.

N (Narrative)

XE Supplemental data: narrative format

Narrative format: supplemental data

You can enter free-form text, such as notes and memos. You can attach narrative information to code information.

If the data type is in Narrative format, type the narrative text, such as safety procedures, and then click Save. If the data type is in Code format, on the General Description Entry form, complete any of the fields, as necessary, and then click OK. For Narrative data types, on Media Object Viewer, click the Text button.

WO.Number (work order number)

Specify one of the numeric keys to the Generic Supplemental Database. You can select the key from a list of supported data items, such as address number, account ID, asset ID, item number, and so on.