Understanding Record Type Formats

You use record types to organize the detail information that you track for work orders. For example, you can organize information such as original task description, tools required, and safety provisions.

The format that you set up determines how the system displays the information. For each record type that you use, you can specify a text format or a format that includes text with three columns. The columnar format is particularly useful when you need to organize and track more than one type of information within a record type. For example, you can set up a record type for required tools and select a three-column format to distinguish tools that are needed for different procedures:

• Setup

• Production

• Tear-down and cleanup

When you use the format for text plus three columns, you must specify at least one of the column headings. Formats that are all text do not include headings. If you specify even one column heading for a record type, the system changes the format to text plus three columns. If you change the format of a record type after you assign it to one or more work orders, the system updates the format of that record type for all work orders.

You can review record types, formats, and column headings using either of these methods:

• From the Project Task Details program (P48014), select Record Type from the Form menu on the Enter Work Orders form

• From the Enter/Change Order program (P48013), select Record Type Review from the Form menu on the Work Order Details form.

  Note:

  You must set up these record types for Capital Asset Management:

  • Maintenance Loops

  • Associated PMs