Asset Categories |
The Asset Categories tab enables you to associate a task ID with a specific asset category. Specifying which task IDs apply to an asset category limits the number of items that display in a choice list.
For example, you have some tasks that apply only to heavy equipment, some that apply only to light equipment, and some that apply to all equipment. After you set up your tasks to support only specific asset categories, all task ID choice lists show only those tasks that are applicable to the equipment unit on the work order.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on task ID, description, task type, related component, and asset category ID, among other values.
The field in the top section of this tab defines the data that displays.
Task ID
Identifier of the task currently selected in the grid or that you are defining. If the task ID already exists, the task description displays to the right of the ID. This field has a list box of IDs that have a check in the Active field on the Basic Info tab, which indicates you can post charges to the task.
Task IDs are defined on the Basic Info tab.
Data in the fields in the bottom section of this tab specify the asset categories and work management classification associated with a task ID. Unless otherwise indicated, these fields are optional.
Supports all asset categories
If this field has a check, the task ID is supported by all asset categories.
Enforce asset category restrictions for this task
If this field has a check, the task may only be used on a work order for an equipment unit that has an asset category supported by the task.
Supported asset categories
The screen group enables you to specify which asset categories support the task ID.
Delete
If this field has a check, the entire row is deleted when you click Save.
Asset category ID
Identifier of the asset category. This field has a list box.
Asset categories are defined on the Data -> Equipment Units -> Setup -> Asset Categories screen.
Description
Name of the asset category. This field is read only; it populates automatically after the asset category ID is selected.
Work management classification
Work management classification associated with the asset category. This field has a list box.
Work management classifications are defined on the Data -> Shop Activity -> Setup -> Work Management Classification screen.
Default priority ID
Identifier of the default priority for the task. This field has a list box.
When a service request with a task is added, the system uses the following hierarchy to determine the default priority ID:
Task and equipment asset category
Task
Symptom
Equipment
The first value found is the one that is used. The exception is multi-unit projects: if the project has a priority code, that takes precedence over the aforementioned hierarchy.
Priority IDs and their functions are defined on the Data -> Shop Activity -> Setup -> Priority Codes screen.
Priority description
Text description of the priority ID. Auto-populates when you enter a priority ID. This field is display only.