Work Management Setup

This section lists entities related to work management functionality in the order they should be defined.

Level	Entity	Comment
1	Time Periods
1	Defining Crew Shift Types
1	Defining Labor Earning Types
1	Defining Overtime Type
1	Defining Failure Profiles
1	Defining Preventive Maintenance Calendars
1	Defining Project Categories
2	Defining Maintenance Managers
2	Maintaining Maintenance Plans	Prerequisites: Event Category (lookup)
2	Maintaining Preventive Maintenance Schedules	Prerequisites: Asset Type
2	Defining Planners
3	Maintaining Template Work Orders	Prerequisites: Planner, Approval Profile, Work Class (custom lookup), Work Category (custom lookup), and Work Priority (custom lookup)
3	Defining Activity Types
3	Maintaining Preventive Maintenance Triggers	Prerequisites: Maintenance Trigger Business Object, Service History Type, Service Class, Approval Profile, Outage Type (custom lookup), Backlog Group (custom lookup), Asset Condition, and Asset Location.
3	Defining Completion Event Types	Prerequisites: Service History Type
4	Defining Miscellaneous Resources	Prerequisites: Unit of Measure and Resource (non-material class items)
4	Defining Employee Unavailability Types	Prerequisites: Cost Center and Expense Code
4	Defining Equipment	Prerequisites: Cost Center and Unit of Measure
5	Maintaining Crew Shifts	Prerequisites: Crew
5	Defining Shift Plan Templates and Template Activities	Prerequisites: Resources, Crew, and Schedule Plan Type
5	Maintaining Work Orders	Prerequisites: Cost Center, Project, Crew, Planner, Criticality (custom lookup), Work Class (custom lookup), Work Category (custom lookup), and Work Priority (custom lookup)
5	Maintaining Maintenance Plan Triggers
5	Defining Crew Types	Prerequisites: Craft
6	Defining Crews	Prerequisites: Employee
7	Maintaining Work Activities	Prerequisites: Resources, Storeroom, Asset, Project, Service Class, Cost Center, Phase (custom lookup), and Backlog Group.

Parent topic

Table Setup Sequence