SOP – Configure – Work Management – Work Code

Standard Operating Procedures

Configure Work Codes

 

PURPOSE:

Found in the Work Management module, the Work Code Setup screen is found in the Work Management module, Setup Menu. The work categorization hierarchy is comprised of the work type code, category code, and work code. Work codes often provide defaulting capabilities on the work order/phase as well as assist with the management and reporting of work. In the case of planning and scheduling, the Work Code Setup screen associates trade assignment(s), inventory kit(s), and asset package(s) to the work code in order to default those values once the work code is selected on the phase.

 

  • The work code can be set up to default action codes (i.e., time points for easy mobile Timecard entry).
  • The work code can also be set up to default trade assignments, inventory kits, and asset packages to facilitate the planning and scheduling of phases employing this work code.
  • The Work Code Account Setup View is another option for defaulting accounting information to the work order/phase.

 

Action Take Codes:

Work codes play an important role when using AiM Mobile Options. The Action Codes block on the Work Code Setup screen defines standard time points and associates them to work codes to support mobile Timecard reporting. These time points are easily selectable from the mobile devices and provide a standardized time tracking system for reporting and management purposes.

 

PROCEDURE:

 

1. Navigate to the Work Management module on the main menu.
2. Navigate to the Work Management screen and click the link to Work Code.  
3. Click New to configure Work Codes.  
4. Enter Work Code name and description.  
5. Set Type, Category and Active field to Yes. Select Work Code Group (if applicable). Then, click Add to add Action Taken codes.
6. Select Action Taken codes that apply, then click Done to return to previous page.
5. Click Save to save this work code.  

 

ROLES USED:

 

System Administrator:

System Administrator is responsible for configuring and updating Work Codes in AiM.

 

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