Maintenance Types are used to determine what type of Work Order or Planned Maintenance Template is raised. It is also used when creating work packages.
The Maintenance Types table has two different tabs for recording information about a maintenance type. The tabs are: Maintenance Type, and Budget Codes.
The fields available on the Maintenance Type tab are:
Description - The description of the maintenance type. You must enter a description, and the description must be unique.
Post - Whether to post expenditure for Work Orders/Planned Maintenance Templates of this maintenance type. This applies only to postings for budget codes. Any commitment and expenditure postings made on the subsequent work order will still post to the work order's asset, location and contract.
Override Defaults - This flag controls the behaviour of work orders with this maintenance type in the following ways:
If this flag is set, contract work orders with this maintenance type can be commenced regardless of the setting of the "Require SRF Est/Quote before commencement" flag and the "Require SRF Authorisation before commencement flag" on the Work Order Module Defaults window.
The Budget Codes tab allows you to assign budget codes to a maintenance type. You will only be able to see the Budget Codes that you have security access to view based on your Pinnacle login.
The Budget Codes tab displays two boxes. The box on the left hand side of the window displays all the budget codes that have been assigned to this maintenance type. The box on the right hand side displays all the budget codes that are available to be assigned to this maintenance type.
Open the Maintenance Types Table.
Find the maintenance type to which you wish to add budget codes. Change to the Budget Codes tab.
Highlight the budget code you want to assign in the list of available budget codes, or use the Control key as you click on the list of available budget codes to highlight more than one budget code.
Click on the single left arrow or double-click on the highlighted budget code.
The budget codes you highlighted will move from the list of available budget codes to the list of assigned budget codes.
Open the Maintenance Types Table.
Find the maintenance type to which you wish to add budget codes. Change to the Budget Codes tab.
Click on the double left arrow.
All budget codes will move to the list of assigned budget codes.
Open the Maintenance Types Table.
Find the maintenance type from which you wish to remove budget codes. Change to the Budget Codes tab.
Highlight the budget code you want to remove from the list of assigned budget codes, or use the Control key as you click on the list of assigned budget codes to highlight more than one budget code.
Click on the single right arrow or double-click on the highlighted budget code.
The budget codes you highlighted will move to the list of available budget codes.
Open the Maintenance Types Table.
Find the maintenance type from which you wish to remove budget codes. Change to the Budget Codes tab.
Click on the double right arrow.
All budget codes will move to the list of available budget codes.
Work Order Details Tab