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Sheet 1: Workbook
| In the setup tables, the Sequence column displays the following codes: • L1 = No setup prerequisites. These should be defined before the remaining objects. • L2 = Some L1 prerequisites. These should be defined after all L1 objects and before L3 objects. • L3 = Defined after all L1 and L2 objects. • L4 = Defined after all L1, L2, and L3 objects. • L5 = Defined after all L1, L2, L3, and L4 objects. |
Oracle Work & Asset Managment v2.2.0.6 | GENERAL CONFIGURATION | |||||||
| Sequence | Workshop | Workshop # |
Subsystem | Object / Portal | Description | Prerequisites | Framework Administration Guide Reference | Associated with / Referenced by | Example / Notes |
| L1 | Admin | 0 | Admin | Country | Your organization's country | None | Defining Countries | ||
| L1 | Admin | 0 | Admin | Currency | Your organization's currency | None | Defining Currency Codes |
The overall system uses the base currency defined in Installation Options, and all financial transactions use the base currency. However, the purchasing system supports other currencies which can be defined in the Currency portal. | |
| L1 | Admin | 0 | Admin | Display Profile | Controls how dates, times, and numbers are displayed. | None | Defining Display Profiles | ||
| L1 | Admin | 0 | Admin | Language | The language to use for this implementation. | None | Defining Languages | ||
| L1 | Admin | 0 | Admin | Time Zone | Your organization’s base time zone. | None | Defining Time Zones | ||
| L1 | Admin | 0 | Admin | To Do Role | Used to associate users with To Do entries. | None | Defining To Do Roles | ||
| L1 | Admin | 0 | Admin | Work Calendar | The work calendar for your organization, which identifies your public holidays. | None | Defining Work Calendar | Used in scheduling process. | |
| L1 | Admin | 0 | Admin | Geographic Type | If your company uses geographic coordinates for dispatching or geographic information system integration, you need to setup a geographic (coordinate) type for each type of geographic coordinate you capture for assets. | None | Defining Geographic Types | ||
| L1 | Admin | 0 | Admin | Outbound Message Type | Establishes a categorization for outbound messages. | Business Object and Schema | Defining Outbound Message Types | ||
| L1 | Admin | 0 | Admin | Extendable Lookup | The "lookup" table is a single table that holds valid values for many columns on many tables. Extendable lookups are custom fields where valid values are limited to a predefined list. | None | Defining Extendable Lookups | ||
| L1 | Admin | 0 | Admin | Lookup | The "lookup" table is a single table that holds valid values for many columns on many tables. Lookups are custom fields where values can be added. Only lookups where the “Custom” flag is checked can be modified. | None | Defining Lookup Options | ||
| L1 | Admin | 0 | Admin | Communication Type | Inbound Communication | ||||
| L1 | Admin | 0 | Admin | Statistic | Home Page | ||||
| L1 | Admin | 0 | Admin | Color | Cost Category Related Master Configuration must be configured. | ||||
| L2 | Admin | 0 | Admin | Feature Configuration | Add a feature configuration of feature type ‘Schema Constants’ and set the value for ‘Default Country’. | Country | Defining Feature Configurations | ||
| L2 | Admin | 0 | Admin | Installation Options - Framework | Control various aspects of the system. You must set up ‘Address Information’ and ‘Global Context’ algorithms. | Time Zone, Language, Currency | Defining Installation Options | ||
| L2 | Admin | 0 | Admin | Master Configuration | Enables an implementation to capture various types of information in the system. | None | Defining Master Configurations | ||
| L2 | Admin | 0 | Admin | To Do Type | Used to define types of To Do Entries. | To Do Role | Defining To Do Types | ||
| L2 | Admin | 0 | Admin | Global Context Algorithm | You will need to set up an algorithm that populates global context values. The global context is used by various zones in the system to display relevant data. This algorithm is plugged-in on the installation record. | Global Context Overview | |||
| L2 | Admin | 0 | Admin | Characteristic Type & Value |
If you need to introduce additional fields to objects that were delivered with minimal fields, you can add a characteristic type for each field you want to capture. | None | Setting Up Characteristic Types & Values | ||
| L2 | Admin | 0 | Admin | External System | If you are using an integration you must configure the external system in this portal. | Outbound Message Type | External Systems | ||
| L2 | Admin | 0 | Admin | Phone Type | Defines the phone number format to use throughout the system. | Phone Number Format Algorithm | Defining Phone Types | ||
| L2 | Admin | 0 | Menu | Inbound Communication | Communication Type | Completion Event Type Completion Event Note: this option is on the Work Management menu under Menu. |
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| L5 | Admin | 0 | Admin | Attachment | Attachment BO | Completion Event Assets Configuration Specifications Locations Service History Warranty Note: it is recommended that you use Document Types and Documents instead of attachments in Oracle Utilities Work and Asset Management. |
Use Owned Attachments for initial file association and then Referenced Attachments that reference that initial record's attachments. | ||
| L1 | Accounting | 1 | Admin | Accounting Calendar | None | Related Master Configuration must also be configured. | |||
| L1 | Accounting | 1 | Admin | Cost Center | None | Expense Code Business Unit Tax Rate Schedule Employee Unavailability Type Related Master Configuration must be configured. |
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| L1 | Accounting | 1 | Admin | Factor and Factor Value | None | Tax Rate Schedule | |||
| L1 | Accounting | 1 | Admin | Distribution Code | GL Account Construction Algorithm |
Financial Transactions Related Master Configuration must also be configured. | |||
| L2 | Accounting | 1 | Admin | Cost Category | Color | Asset Type Expense Code |
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| L2 | Accounting | 1 | Admin | Expense Code | Cost Category | Tax Rate Schedule Employee Unavailability Type Related Master Configuration must also be configured. |
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| L3 | Accounting | 1 | Admin | Financial Master Configuration | Accounting Calendar Cost Center Expense Code GL Account Construction Algorithm |
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| L3 | Accounting | 1 | Admin | Tax Rate Schedule | Factor Cost Center Expense Code |
Purchase Requisition Purchase Order Blanket Contract Stock Item Related Master Configuration must also be configured. |
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| L1 | Approval Processing | 1 | Admin | Approval To Do Type | OUAF Setup | Approval Profile | |||
| L1 | Approval Processing | 1 | Admin | Approval To Do Role | OUAF Setup | Approval Profile | |||
| L1 | Approval Processing | 1 | Admin | Approval User Group | OUAF Setup | Approval Profile | |||
| L2 | Approval Processing | 1 | Admin | Approval Profile | To Do Type To Do Role User Group |
System-Wide Refer to the Defining the Approval Hierarchy section for examples of profiles to create. Related Master Configuration must also be configured. |
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| L1 | Security | 1 | Admin | Application Service | All base package transactions are automatically populated | Defining Application Services | |||
| L1 | Security | 1 | Admin | Security Type | Only needed if field-level security is being implemented | Defining Security Types | |||
| L1 | Security | 1 | Admin | User Group | A group of users who have the same degree of security access. One user group, ALL-SERVICES, is automatically setup. It references all other application services and a single user called SYSUSER . WAM also provides two additional user groups, WAM_SERVICES and ODM_SERVICES. Note, you may be able to import sample user groups from the demonstration database. Also, you may be able to import user groups if your organization has already defined them using LDAP. Note, you won't be able to set up users at this point |
Defining User Groups | |||
| L1 | Security | 1 | Admin | Access Group | Used to provide data segregation by ‘Owning Organization’ which is found on most objects in WAM. | Defining Access Groups | |||
| L1 | Security | 1 | Admin | Data Access Role | Used to provide rights to Access Groups (Owning Organization) | Access Group | Defining Data Access Roles | ||
| L1 | Security | 1 | Admin | User | Defines a user’s user groups, data access roles, portal preferences, default values, and To Do roles. SYSUSER is automatically set up, along with WAM_USER and ODM_USER. Note, you may be able to import your users if your organization has already defined them using LDAP. You must return to your user groups and define all of their users. | Defining Users | |||
| L1 | Asset / Resource | 2 | Admin | Asset Search Master Configuration | None | ||||
| L1 | Asset / Resource | 2 | Admin | Contact Type | None | Locations | |||
| L1 | Asset / Resource | 2 | Admin | Measurement Identifier | Resource Class (custom lookup) Unit of Measure (UOM) (characteristic type) Time of Use (characteristic type) Special Identifier (lookup) |
Measurement Type Measurement Type Identifier (custom lookup) |
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| L1 | Asset / Resource | 2 | Admin | Organization Type | None | Organization Asset Location Type Storeroom Type |
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| L1 | Asset / Resource | 2 | Admin | Service Class | None | Crew Shift Activity Type Crew |
This is where you define if it's CAPEX (Renewal) or OPEX | ||
| L1 | Asset / Resource | 2 | Admin | Service Area | None | Asset Location Asset Employee Crew Shift |
Could be used to group Activities to reduce travel time. | ||
| L1 | Asset / Resource | 2 | Admin | Document Type | None | Document | |||
| L1 | Asset / Resource | 2 | Admin | Employee Type | None | Employee | |||
| L1 | Asset / Resource | 2 | Admin | Storeroom Type | None | Storeroom | |||
| L1 | Asset / Resource | 2 | Condition Assessment | Condition Assessment Question | None | Service History Type Vehicle Assessment Building Assessment |
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| L2 | Asset / Resource | 2 | Admin | Business Unit | Payroll Cost Center | Employee | Set where the Craft Rate is taken from for timesheets here - Employee or Craft | ||
| L2 | Asset / Resource | 2 | Admin | Configuration Type (ODM) |
Configuration Type Bos and Lookups • Configuration Type BO • Configuration Class • Configuration Category |
Configurations Asset Configuration Class (custom lookup) |
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| L2 | Asset / Resource | 2 | Admin | Measurement Type | Measurement Identifier | Measurement | |||
| L2 | Asset / Resource | 2 | Admin | Service History Type | Condition Assessment Question | Service History Asset Type Condition Assessment Activity Type |
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| L2 | Asset / Resource | 2 | Admin | Asset Location Type | Parent Asset Location Organization Type (optional) |
Asset Type | |||
| L2 | Asset / Resource | 2 | Admin | Out of Service Location Type |
Organization (optional) Parent Storeroom Type |
Asset Type | |||
| L2 | Asset / Resource | 2 | Admin | Unit of Measure - Resource | Resource Unit of Measure (UOM) Class | ||||
| L2 | Asset / Resource | 2 | Asset Mgmt | Asset Location | Asset Location Type Site Location (custom lookup) |
General Asset Location Linear Asset Location Plant Asset Location Service Point Operational Device Asset Location |
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| L2 | Asset / Resource | 2 | Asset Mgmt | Out of Service Location | Out of Service Location Type | Warehouse Repair Shop |
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| L2 | Asset / Resource | 2 | Asset Mgmt | Operational Reading | Measurement Type Measurement Numeric Gauge Reason (custom lookup) |
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| L2 | Asset / Resource | 2 | Configuration Report | Configuration (Asset Configuration — ODM only) |
Configuration Type | Single Asset Configuration Asset/Component Configuration Asset to Asset Configuration Asset/Component to Asset Configuration Asset to Asset/Component Configuration Asset/Component to Asset/Component Configuration |
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| L2 | Asset / Resource | 2 | Resource Mgmt | Document | Document Type Category (custom lookup) |
Document Attachments Standard Notes URLs |
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| L2 | Asset / Resource | 2 | Resource Mgmt | Organization | Organization Type Parent Organization (optional) |
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| L2 | Asset / Resource | 2 | Resource Mgmt | Contact | Contact Type | Business Contact Person Contact • Employees • Vendors |
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| L3 | Asset / Resource | 2 | Asset Mgmt | Bill of Materials | Stock Item | General Stock Item Independent Part BOM |
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| L3 | Asset / Resource | 2 | Asset Mgmt | Warranty Term | Vendor | Calendar Warranty Term Runtime Warranty Term |
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| L3 | Asset / Resource | 2 | Asset Mgmt | Specification | Specification BO Asset Type Manufacturer BOM ID Maintenance Schedule (as applicable) |
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| L3 | Asset / Resource | 2 | Asset Mgmt | Fleet Specification | Vehicle Detail (custom lookups) | ||||
| L3 | Asset / Resource | 2 | Asset Mgmt | Service History | Activity Failure Profile Deficiency (custom lookup) General Weighted (custom lookup) Percent of New (custom lookup) Asset Disposition (custom lookup) Downtime Reason (custom lookup) |
General Preventive Maintenance Inspection Operational Device |
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| L3 | Asset / Resource | 2 | Condition Assessment | Condition Assessment Group | Service History Type | Condition Assessment Class | |||
| L3 | Asset / Resource | 2 | Resource Mgmt | Employee | Employee Type User ID Craft Business Unit Service Area Course (custom lookup) |
Employee Information Employee Billable Rate |
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| L4 | Asset / Resource | 2 | Asset Mgmt | Warranty | Warranty Term | Calendar Warranty Runtime Warranty |
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| L4 | Asset / Resource | 2 | Condition Assessment | Condition Assessment Class | Condition Assessment Group | Vehicle Assessment Building Assessment |
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| L4 | Asset / Resource | 2 | Configuration Report | Configuration Reports (Asset Configuration — ODM only) |
Configuration Report BOs Specification Reporting Mode (custom lookup) |
Single Asset Asset/Component Asset to Asset Asset/Component to Asset Asset to Asset/Component Asset/Component to Asset/Component |
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| L5 | Asset / Resource | 2 | Admin | Asset Type/Component Type | Location Type Service History Type Assessment Class Failure Profile Asset Location Type |
Asset | |||
| L5 | Asset / Resource | 2 | Condition Assessment | Condition Assessment | Condition Assessment Group Condition Assessment Class Condition Assessment Question |
Vehicle Assessment Building Assessment |
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| L6 | Asset / Resource | 2 | Asset Mgmt | Asset | Asset Type | Tracked General Assets Tracked IT Asset / In Out Service IT Asset In Out of Service General Asset In Out of Service Infrastructure Asset Communication Component Communication Relay |
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| L6 | Asset / Resource | 2 | Asset Mgmt | Component (Asset Component) | Asset Type | In/Out of Service General Component In Out Service IT Component Operational Device Tracked Component Tracked General Component Tracked IT Component |
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| L6 | Asset / Resource | 2 | Asset Mgmt | Vehicle (Fleet Asset) | Asset Type | In Out Service Fleet Asset | |||
| L6 | Asset / Resource | 2 | Asset Mgmt | Operational Device (Asset) | Asset Type | Operational Device Tracked Asset Operational Device In/Out of Service Asset Smart Meter Manual Meter |
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| L1 | Work Mgmt | 3 | Admin | Crew Shift Type | None | Crew Shift | |||
| L1 | Work Mgmt | 3 | Admin | Project Category | None | Project | |||
| L1 | Work Mgmt | 3 | Admin | Time Period | None | System-Wide for timekeeping | |||
| L1 | Work Mgmt | 3 | Admin | Labor Earning Type | None | Timesheet | |||
| L1 | Work Mgmt | 3 | Admin | Overtime Type | None | Timesheet | |||
| L1 | Work Mgmt | 3 | Admin | Resource Management Master Configuration | |||||
| L1 | Work Mgmt | 3 | Admin | Work Management Master Configuration | |||||
| L1 | Work Mgmt | 3 | Admin | Event Category (EVENT_CATEGORY_FLG Lookup) | |||||
| L1 | Work Mgmt | 3 | Preventive Maintenance | Preventive Maintenance Calendar | |||||
| L2 | Work Mgmt | 3 | Admin | Completion Event Type | Activity Type | Activity Type | |||
| L2 | Work Mgmt | 3 | Admin | Activity Type | Completion Event Type Service Class Category (custom lookup) |
Activity | |||
| L2 | Work Mgmt | 3 | Admin | Maintenance Manager | User ID | Work Order | |||
| L2 | Work Mgmt | 3 | Admin | Planner | User ID | Work Order Template Work Order Statistics Related Master Configuration can be configured for home page metrics. |
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| L2 | Work Mgmt | 3 | Preventive Maintenance | Preventive Maintenance Schedule | Maintenance Business Object Asset Type |
Maintenance Schedule Reliability Centered Maintenance Schedule |
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| L2 | Work Mgmt | 3 | Preventive Maintenance (Event Based) | Maintenance Plan | Event Category (lookup) | ||||
| L3 | Work Mgmt | 3 | Admin | Employee Unavailability Type | Cost Center Expense Code |
Employee Unavailability | |||
| L3 | Work Mgmt | 3 | Admin | Failure Profile (Failure Cause, Modes, Repair, Component) |
None | Preventive Maintenance Asset Type/Component Type |
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| L3 | Work Mgmt | 3 | Preventive Maintenance | Preventive Maintenance Trigger | Maintenance Trigger Business Object Maintenance Schedule Template Work Order Activity Type Service Class Approval Profile Outage Type (custom lookup) Backlog Group (custom lookup) |
Calendar Anniversary Calendar Interval Runtime Anniversary Runtime Interval RCM Calendar Anniversary RCM Calendar Interval RCM Runtime Anniversary RCM Runtime Interval Asset Location Maintenance Trigger |
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| L3 | Work Mgmt | 3 | Preventive Maintenance (Event Based) | Maintenance Plan Trigger | Maintenance Plan Template Work Order Activity Type Service History Type Work Priority Service Class Approval Profile Asset Location |
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| L3 | Work Mgmt | 3 | Resource Mgmt | Craft | Resource Unit of Measure (UOM) — Non material class Expense Code |
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| L3 | Work Mgmt | 3 | Resource Mgmt | Equipment | Resource UOM — Non material class Cost Center Expense Code |
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| L3 | Work Mgmt | 3 | Resource Mgmt | Miscellaneous Resource | Resource Unit of Measure (UOM) — Non material class Cost Center — Typically the type that does not allow user charges Expense Code |
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| L3 | Work Mgmt | 3 | Work Mgmt | Work Order Template | Planner Approval Profile Work Class (custom lookup) Work Category (custom lookup) Work Priority (custom lookup) |
General Template Work Order Asset Location Specific Template Work Order Note: Refer to special instructions for the work priority field. |
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| L4 | Work Mgmt | 3 | Admin | Crew Type | This defines how far out Crew Shifts are generated. (Month, Year, 2 Years) Also allows for a default assignment of Labor and Equipment for use in configuring Compatible Units. |
Craft Equipment |
Crew | ||
| L4 | Work Mgmt | 3 | Preventive Maintenance (Event Based) | Maintenance Event | Maintenance Plan Maintenance Plan Trigger Template Work Order Activity Type Service History Type Work Priority Service Class Approval Profile Asset Location |
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| L4 | Work Mgmt | 3 | Resource Mgmt | Employee Unavailability | Employee Unavailability Type Employee |
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| L4 | Work Mgmt | 3 | Resource Mgmt | Crew | Crew Type Employee |
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| L4 | Work Mgmt | 3 | Work Mgmt | Template Activity | Resources | General Template Activity Asset Location Specific Template Activity |
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| L5 | Work Mgmt | 3 | Resource Mgmt | Crew Shift | Crew Crew Shift Type Schedule Plan Template Employee Service Class Service Area |
Crew Shift Template Daily Schedule Schedule Plan Crew Shift with Activity Schedules Related Master Configuration must also be configured. |
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| L5 | Work Mgmt | 3 | Resource Mgmt | Shift Plan Template | Crew Schedule Plan Type Work Calendar |
Shift Plan Templates Common Shift Plan Template Subscription Shift Plan Template |
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| L5 | Work Mgmt | 3 | Work Mgmt | Activity | Activity Type Completion Event Type (as applicable) Storeroom Asset Project Work Order Service Class Cost Center Phase (custom lookup) Crew (as applicable) Backlog Group (custom lookup) |
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| L5 | Work Mgmt | 3 | Work Mgmt | Work Order | Project Cost Center Crew Planner Criticality (custom lookup) Work Class (custom lookup) Work Category (custom lookup) Work Priority (custom lookup) |
Note: Refer to special instructions for the work priority and criticality fields. Related Master Configuration must also be configured. | |||
| L1 | Inventory | 4 | Admin | Capability Type | None | Vendor Capability (on the Vendor record) | |||
| L1 | Inventory | 4 | Admin | Payment Terms | None | Vendor | |||
| L1 | Inventory | 4 | Admin | Free on Board | None | Vendor | |||
| L1 | Inventory | 4 | Purchasing | Manufacturer | |||||
| L1 | Inventory | 4 | Purchasing | Vendor Vendor Location |
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| L2 | Inventory | 4 | Admin | Commodity Code | Stock Item | ||||
| L3 | Inventory | 4 | Admin | Purchase Commodity | Buyer | Stock Item Related Master Configuration can be configured for home page metrics. |
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| L2 | Inventory | 4 | Inventory | Storeroom | Storeroom Type Contact (optional) Organization (optional) |
Storeroom Storeroom with Inventory Management Equivalent of V1's Storeroom Setup |
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| L3 | Inventory | 4 | Admin | Inventory Management Master Configuration | Out of Service Location | ||||
| L3 | Inventory | 4 | Inventory | Stock Item | Resource Unit of Measure (UOM) Usage Expense Code Inventory Expense Code Purchase Commodity Commodity Code Vendor Location Manufacturer Stock Item Category (custom lookup) |
Equivalent of V1's Master Catalogue | |||
| L3 | Inventory | 4 | Inventory | Stock Item Detail | Stock Item Storeroom Cost Center Buyer Vendor Bin Information |
Stock Item Detail - Inventory Stock Item Detail - Direct Purchase Stock Item Detail - Specific Direct Purchase Stock Item Detail - Specific Lot Stock Item Detail - Expensed At Receipt Equivalent of V1's Storeroom record. |
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| L4 | Inventory | 4 | Inventory | Material Request Template | Storeroom Location Stock Item Detail Expense Code |
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| L4 | Inventory | 4 | Inventory | Reorder Review | Stock Item Detail | Related Master Configuration must also be configured. | |||
| L4 | Inventory | 4 | Inventory | Inventory Adjustment | Reason Code (custom lookup) | ||||
| L3 | Purchasing | 5 | Purchasing | Blanket Contract Access List | User ID | ||||
| L4 | Purchasing | 5 | Purchasing | Blanket Contract/w Line Items | Stock Items Blanket Contract Access List Vendor Payment Terms Cost Center |
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| L5 | Purchasing | 5 | Purchasing | Purchase Requisition | Vendor Stock Item Stock Item Detail Expense Code Cost Center Resource Unit of Measure (UOM) |
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| L6 | Purchasing | 5 | Purchasing | Purchase Order | Vendor Stock Item Stock Item Detail Expense Code Cost Center Resource Unit of Measure (UOM) |
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| L7 | Purchasing | 5 | Purchasing | Expedite Purchase Order | Purchase Order | ||||
| L7 | Purchasing | 5 | Purchasing | Invoice | Purchase Order | ||||
| L8 | Purchasing | 5 | Purchasing | Invoice Group | Invoice | ||||
| L2 | Purchasing | 5 | Admin | Buyer | User ID | Purchase Commodities Related Master Configuration can be configured for home page metrics. |
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| L3 | Purchasing | 5 | Admin | Purchasing Master Configuration | Approval Profile Cost Center Expense Code |
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| L1 | Construction Wkmgmt | 6 | Admin | Property Unit | Compatible Unit | ||||
| L1 | Construction Wkmgmt | 6 | Admin | Cost Center (Capital Account Flag) |
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| L1 | Construction Wkmgmt | 6 | Admin | CU Class (CU_CLASS_FLG Lookup) |
CU Category | ||||
| L1 | Construction Wkmgmt | 6 | Admin | CU Category | CU Class (lookup) | Equipment Group | |||
| L1 | Construction Wkmgmt | 6 | Work Mgmt | Work Location | |||||
| L2 | Construction Wkmgmt | 6 | Admin | Equipment Group | CU Category | ||||
| L2 | Construction Wkmgmt | 6 | Admin | CU Usage | Cost Center | ||||
| L2 | Construction Wkmgmt | 6 | Admin | Resource Type for Contractor | Related Work Management Master Configuration must be configured with a Resource Type for Contractor Service. | ||||
| L2 | Construction Wkmgmt | 6 | Admin | Overhead | Resources • Material • Labor • Equipment • Miscellaneous Resource |
Resource Types needed on Overhead are meant for indirect overhead. They are used to create Other Direct Charges to account for the overhead adjustments. |
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| L2 | Construction Wkmgmt | 6 | Admin | Service Class (construction or construction overhead) | Categorize Activity Types, identifies Renewal Work, defaults Cost Center on CWA if populated. | Cost Center on Service Class is typically the default Work In Progress (WIP) account. | |||
| L3 | Construction Wkmgmt | 6 | Admin | Construction Work Activity Types | Assigns the Service Class (construction or construction overhead) | Service Class (construction or construction overhead) Craft Related Financial Master Configuration must be configured with a Reconciliation Distribution Code. |
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| L3 | Construction Wkmgmt | 6 | Admin | Work Management Master Configuration: Construction Parameters | Other Resource Type for Direct Overhead Other Resource Type for Contractor Services Fixed Asset Extract Batch Code (W1-FIXAS) |
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| L3 | Construction Wkmgmt | 6 | Admin | Crew Type | This defines how far out Crew Shifts are generated. (Month, Year, 2 Years) Also allows for a default assignment of Labor and Equipment for use in configuring Compatible Units. |
Craft Equipment |
Craft (optional) Equipment (optional) |
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| L3 | Construction Wkmgmt | 6 | Admin | Approval Profiles | Create Approval Profiles and To Do Types to be used for approval processing. Create Approval Profiles for Construction Activity Reconciliation and Construction Work Order. The base package includes a unique To Do Type for each maintenance object such as Activity Reconciliation. Your implementation will need to configure To Do Roles as required by your business. |
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| L4 | Construction Wkmgmt | 6 | CWM | Compatible Unit Set (CU Set) | Groups related Compatible Units | Equipment Group CU Class CU Category |
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| L4 | Construction Wkmgmt | 6 | CWM | CU Condition (CU_CONDITION_FLG Lookup) |
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| L4 | Construction Wkmgmt | 6 | CWM | Vendor / Vendor Location (Contractor Flag) |
Compatible Units | ||||
| L5 | Construction Wkmgmt | 6 | CWM | Compatible Unit | Define the materials, labor, and equipment necessary to install or remove assets in relationship to construction work. | Compatible Unit Set CU Condition (lookup) Property Unit Asset Type Stock Item Stock Item Detail Craft Equipment Crew Type |
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| L6 | Construction Wkmgmt | 6 | CWM | Contractor Bid | Define the materials, labor, and equipment necessary to install or remove assets in relationship to construction work. | Compatible Unit Vendor (Contractor = Yes) Vendor Location |
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| L6 | Construction Wkmgmt | 6 | CWM | Work Design Type (WORK_DESIGN_TYPE_FLG Lookup) | |||||
| L6 | Construction Wkmgmt | 6 | CWM | Work Design Priority (PRIORITY_FLG Lookup) |
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| L6 | Construction Wkmgmt | 6 | CWM | Work Design Phase (PHASE_WD_FLG Lookup) | |||||
| L6 | Construction Wkmgmt | 6 | CWM | Work Design Number Assignment Algorithm (W1-WDNUMASMT) | Prefix Sequence Length |
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| L7 | Construction Wkmgmt | 6 | CWM | Work Design | Work Design Type (lookup) Work Design Priority (lookup) Work Design Phase (lookup) Vendor Location (Contractor) |
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| L7 | Construction Wkmgmt | 6 | CWM | Design Element | Price Type (lookup) Responsibility Party (lookup) Service Position (lookup) |
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| L8 | Construction Wkmgmt | 6 | CWM | Construction Work Order | Project Cost Center Crew Planner Criticality (custom lookup) Work Class (custom lookup) Work Category (custom lookup) Work Priority (custom lookup) |
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| L8 | Construction Wkmgmt | 6 | CWM | Construction Work Activity | Activity Type Compatable Unit Storeroom Asset Project Construction Work Order Service Class Cost Center Phase (custom lookup) Crew (as applicable) Backlog Group (custom lookup) |
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| L9 | Construction Wkmgmt | 6 | CWM | Activity Reconciliation | Construction Work Activity | ||||
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