iMaint Help - Work Type (Additional Information)

Work Types

Work Types are classifications for your work orders. Preventive Maintenance (PM), Corrective Maintenance (CM) and Emergency (EM) are examples of Work Types.

During Site Setup, if the Require Priority flag is set to true and the RIME Priority flag is set to false, a Priority ID is required for each work type you enter.

Users can create work types for preventive maintenance, emergency maintenance, repairs, and campaigns.

Notifications

You can also use the Work Type form to set up email notification. For each Work Type ID, you may define who and when employees receive a Work Order Information notification. Notifications can be delivered to the Assigned To, Assigned By, Estimated Resource IDs, and the Supervisor listed on the work order. You may select one or all of these people to receive the notifications. Notifications are sent to the Desktop Email Address listed on the appropriate Resource ID's record defined in iMaint. With the exception of WOAP Estimated Resources, emails are triggered when the Work Order, with the specific Work Type ID, is set to the defined Status ID. Each Work Type ID may be set up send notifications at different times, to different people.

For example, if a work order with a Work Type ID of EM (Emergency Maintenance) is generated, you may want to set the Assigned To and one Estimated Resource ID to be aware this work order has been created. You would set the status on the work type as the default of Open. When the work order is saved upon creation, with the Open status, the Assigned To and the Estimated Resource would receive an email with all the pertinent work order information. You may also wish to define that when a work order with a Work Type ID of EM is set to a Complete status, the Assigned By and Supervisor receives the notification to reference the work has been performed.

WOAP Estimated Resources will only be notified when the Resource ID is added to the work order with the defined Work Type ID and Status ID, or you change the Resource ID on the work order with the defined Work Type ID and Status ID. Due to table structures, changing the status or work type of a work order will not send notifications to the WOAP Estimated Resources.

Information contained inside these notifications is managed under the Admin module. Use the Request E-mail Templates form to determine the content of the notification.

Remember, to enable any of the iMaint email notifications, your Administrator must have the appropriate email server settings entered into the iMaint Server Administration Tool.

Note: Labels with red text denote required fields. You must enter information in these fields.

Field	Description
Work Type ID	A unique identifier for the type of work. Work Type ID accepts numbers or letters (alphanumeric) up to 25 characters, including spaces.
Work Type Description	Description of the type of work. Examples of Work Type description include preventive maintenance, emergency, scheduled repairs, overhauls and equipment upgrades. Work Type Description accepts letters or numbers (alphanumeric) up to 255 characters, including spaces.
Default	A check box indicating which work type is the default when a user enters a new schedule or work order. For the first record, this field is checked. For all others, it defaults to unchecked. Only one record can have this default value set to checked.
Priority ID	Default Priority for this Work Type. This field is required only if the Site Priority checkbox is selected. This is a Standard Lookup field.
Priority Description	Description for the default Priority for this Work Type. This field is read-only.
Assigned To	Check this box if you would like the Assigned To, on any work orders for this specific work type, to receive the Work Order Information notification email.
Assigned To Status ID	Set the Status ID, on work orders of this work type, that will trigger the Work Order Information notification email to be delivered to the Assigned To.
Assigned By	Check this box if you would like the Assigned By, on any work orders for this specific work type, to receive the Work Order Information notification email.
Assigned By Status ID	Set the Status ID, on work orders of this work type, that will trigger the Work Order Information notification email to be delivered to the Assigned By.
Supervisor	Check this box if you would like the Supervisor, on any work orders for this specific work type, to receive the Work Order Information notification email.
Supervisor Status ID	Set the Status ID, on work orders of this work type, that will trigger the Work Order Information notification email to be delivered to the Supervisor.
WOAP Estimated Resource	Check this box if you would like the Estimated Resource ID's, on work orders for this specific work type, to receive the Work Order Information notification email.
WOAP Estimated Resource ID	WOAP Estimated Resources will only receive notifications when added to the work order, or you change the Resource ID on the work order. Changing the status of the Work Order, at the header level, will not trigger further emails for the WOAP Estimated Resources. For example, if you wish to notify the resources estimated to perform the work, check the WOAP Estimated Resource box. When you add the Resource ID's to a work order, with this specific work type ID and specific Status ID they will receive the notification. If you change the Resource ID, that person will receive the notification. Changing the Status ID or Work Type ID on the work order will not trigger a notification.
Comments	Any additional information related to a Work Type. Comments accepts letters or numbers (alphanumeric) up to 255 characters, including spaces.