Work options - HxGN EAM - 12.0.1 - Help - Hexagon

ACTCALL

Specifies the status to automatically assign to the work order after the assignment status of the last activity is Completed, and all other activities are Completed. If left blank, or if the value entered is not a valid value for the system code R (Released), the work order status will not change.

Free Text

'-'

ACTCOMP

If set to ON when the status of the WO is Closed, all associated Activities are completed automatically. If set to OFF, activities must be completed manually.

Code

'-'

ON, OFF

OFF

ACTDISST

Define the user status for work order activity Assignment Status that will be populated when the work order activity is dispatched from the GIS Map WO Dispatching screen.

Work

'-'

ACTDISCP

Define one or more comma delimited user statuses for work order activity Assignment Status to indicate the dispatched work is complete.

Work

'-'

ACTCPREQ

Recalculate People Required every time Estimated Hours or the work order activity duration changes. If set to ON, Estimated Hours is recalculated and it is validated that Estimated Hours is less or equal to People Required * Duration * 24. If set to OFF, People Required is only recalculated if its is blank, and the validation will not be performed.

Code

'-'

ON, OFF

ON

ACTCSEND

Specifies that changes to the Scheduled Start Date and/or Scheduled End Date of the work order will impact the start and end dates of the activities as well. If set to ON, the work order activities are updated. If set to OFF, the activities are not updated.

Code

'-'

ON, OFF

ON

ACTHINTL

Specify whether internal hours can be booked on an activity if Hired Labor is selected. If set to YES, internal labor hours can be booked. If set to NO, internal labor hours are not allowed.

Code

‘-‘

YES, NO

NO

ACTINFO

Determines what is displayed inside the Activity drop-downs. Set to TRADE to display the description of the trade associated to the activity. Set to NOTE to display the note associated to the activity.

Code

'-'

TRADE, NOTE

TRADE

ACTNOTE

Determines whether or not the system copies the task plan description to the activity note fields. Set to YES to copy the task plan description, and set to NO to prevent the copy.

Code

'-'

YES, NO

NO

ACTSUPP

Selects the preferred supplier of a task plan or job plan on the work order activity, on the job, or on the plan labor record if Hired Labor is selected. If set to YES, the supplier is populated if still blank and a preferred supplier was found. If set to NO, the supplier remains blank and must be manually selected.

Code

'-'

YES, NO

NO

BKPLAUTO

When using Retrieve PO Service Lines on the Book PO Labor screen, Hours Worked is automatically populated for Hours for Service (ST) and Contractor Hire (SH) is automatically populated with the labor hours remaining to be booked for the selected line.

Code

'-'

YES, NO

NO

CCDUPLCI

Determines whether during approval of a customer contract, the system checks if equipment, projects, or work orders are already used on another active contract with overlapping periods. If ON, the system does not allow the use of the same equipment or projects more than once. If set to OFF, the system does not perform this check. If set to WARNING, the system asks the user what to do. If set to WARNING-CC, the system also considers the charge categories on the other contract and only asks the user if those overlap as well.

Code

'-'

ON, OFF, WARNING, WARNINGCC

ON

CCFIDAYS

Number of days after which no customer invoices will be generated. For Customer Contracts this is after the End Date. For Rentals after the Completed Date. The system will change the Status of the contract or the rental to Finished for this purpose.

Integer

'-'

0, 999999

90

CCGENMAX

Establishes the threshold at which the customer invoice regeneration process starts in asynchronous (background) mode. If the number contract items multiplied with the number of charge definitions associated to the contract is higher than this setting the process runs asynchronous and the process will be queued. Otherwise the process runs synchronous and the user must wait for the process to finish.

Integer

'-'

1, 999999

100

CHCKLCPB

Determines if a check is performed that all required checklist items are entered or not applicable when signing Performed By. If set to ON, the check is performed. If set to OFF, the signature can be entered without this validation. If set to RESTRICTED, the system will behave as when set to ON, but will not allow using Notes to complete a required checklist item. The restricted setting also impacts the work order close, even if the Performed By signature is not required.

Code

'-'

ON, OFF, RESTRICTED

OFF

CHCKLFUP

Determines if follow-up activities are automatically generated when signing Reviewed By.

Code

'-'

ON, OFF

OFF

CHCKLGBS

Determines how work order activities are grouped by schedule on the mobile Work Order Checklist screen. If set to REG, the system will use an overdue, due and future group. If set to WEEK, the system will split the month in week numbers where week 1 is day 1-7, week 2 is day 8-14, week 3 is day 15-21 and week 4 is day 22 through the end of the month, and will use these for grouping.

Code

'-'

REG, WEEK

REG

CHCKLREG

Controls how Regulatory checklist items, marked for Repairs can be completed. If set to N, a valid resolution (or) a combination of a valid resolution and follow-up activity is required. If set to P, a NULL resolution is allowed, along with a follow-up activity. If set to OFF, items can be completed without a resolution or follow-up activity.

Code

'-'

P, N, OFF

N

CHCKLSEQ

Determines if the checklist must be renumbered based on the route attached to the work order. If set to YES, the system renumbers the checklist items.

Code

'-'

YES, NO

NO

CLGROUP

If FULL, the system displays the full tree structure in the closing code lookup with all the levels in the hierarchy. If GROUP, system displays just one level of the hierarchy. If OFF, the closing code lookup operates with no group or hierarchy.

Code

'-'

FULL, GROUP, OFF

OFF

COPYTOOL

Determines if standard work order tools and PM schedule tools are used to plan, schedule, or plan and schedule tools for work orders. Set to P to copy tool records only to the Plan Tools tab for work order. Set to S to copy tool records only to the Schedule Tools tab for work order. Set to B to create a tool schedule record for the planned hours for each day the activity runs.

Code

'-'

P, S, B

P

CPRCCLOV

Determines which lookup will be used to categorize capital planning requests. If set to CPRQ, the system will use the default Capital Request Categorization Codes. If set to EMRS, the system will use EMRS codes instead.

Code

'-'

CPRQ, EMRS

CPRQ

DELWOSES

Determines the number of days after which auto-generated work order sessions will be deleted. Each time a session is created, the system will delete existing sessions older than the specified number of days.

Integer

‘-‘

1,999999

90

FLUPFPTP

Determines if the follow-up work order can have multiple activities with different From Points and To Points. If set to YES, the system allows it. If set to NO, the system does not allow it and one follow-up work order will be created for each activity with a unique From and To Point combination

Code

'-'

YES, NO

NO

FLUPTYPE

Determines the type of follow-up a checklist will generate. If set to DM, deferred maintenance activities will be created. If set to WO, a work order will be generated.

Code

'-'

DM, WO

WO

LOTORFRQ

Determines the frequency of lockout/tagout (LOTO) reviews, or number of days from the current date after which a LOTO review will be required. It is applied to the Date Review Required during the review of LOTO records.

Integer

'-'

1, 999999

365

LOTORREQ

Determines if a review of lockout/tagout (LOTO) records is required. If set to YES, the system requires approval by a reviewer for deletion of LOTO records. If set to NO, the records can be deleted without review.

Code

'-'

YES, NO

YES

LOTORREV

Determines if anew revision of isolation point requires review of lockout/tagout (LOTO) records. If set to YES, during the revision approval, the system resets the review data of the LOTO records that reference the isolation point for equipment and locations. If set to NO, the system does nothing.

Code

'-'

YES, NO

YES

LOTOSYNC

Determines if new revision of isolation point updates lockout/tagout (LOTO) records. If set to YES, during revision approval, the system applies the new isolation point data to the LOTO records that reference the isolation point for equipment and locations. If set to NO, the system does nothing.

Code

'-'

YES, NO

NO

MEROUTWO

Determines which equipment to copy to route-based PM work orders. Select C for route based PM work orders. Select C for route or B to have both header and route equipment copied.

Code

'-'

C, H, B

C

MOBWOCHK

This setting only applies to the WO Checklist screen in Mobile. Set to CHECKLIST to have the system open the WO Checklist Details screen when a WO is selected. Set to WO to open the regular Work Order screen when a WO is selected.

Code

'-'

CHECKLIST, WO

CHECKLIST

NONCASKP

Determines the automatic update of the status of the associated nonconformities at the closing of work orders. If set to YES, set any unfinished e-inspection (observation is 2 or higher) to skipped, if the record was not updated. If set to NO, the system will prevent the closing of the work order,

Code

'-'

YES, NO

NO

NON-CAAPP

Determines the automatic update of the status of the associated nonconformities at the closing of work orders. If set to YES, set any unfinished observation to approved, if the record was created for the work order or if it was updated. If set to NO, the system will prevent the closing of the work order.

Code

'-'

YES, NO

NO

OCCLFLUP

Prevents the completion of operator checklists where checklist items exist that have follow-up selected, but for which no follow-up work orders has been created. If set to YES, the system prevents the completion of the operator checklist. If set to WARNING, the user receives a warning message but will be allowed to continue and complete the operator checklist. If set to NO the system will not perform the check.

Code

'-'

YES, NO, WARNING

NO

OCFUFPTP

Determines if the follow-up work order can have multiple activities with different From Points and To Points. If set to YES, multiple points are allowed. If set to NO, multiple points are not allowed and one follow-up work order will be created for each activity with a unique From Point and To Point combination.

Code

'-'

YES, NO

NO

OCFUTYPE

Determines the type of follow-up is generated from a checklist. If set to DM, deferred maintenance activities will be created. If set to WO, a follow-up work order will be created.

Code

'-'

DM, WO

WO

OCSTATUS

Specify the status of the operator checklist when the Move to Complete button is clicked, and no records exist on the Operator checklist tab of Screens Setup page. Possible values for the OPST entity are: C for Complete; R for Review; and U for Unfinished.

Code

'-'

C, R, U

C

OPCKLFUP

Determines if follow-up activities are automatically generated when signing Reviewed By.

Code

'-'

ON, OFF

OFF

OPCKLREG

Controls how regulatory checklist items, marked for repairs can be completed. If set to N, a valid resolution (or) a combination of a valid resolution and follow-up activity is required. If set to P, a NULL resolution is allowed, along with the follow-up activity. If set to OFF, items can be completed without a resolution or follow-up activity.

Code

'-'

P, N, OFF

N

PERMCLEA

Determines if permits are cleaned up after work order changes. If set to NO, the system does nothing. If set to DEACT, the system deactivates permits that are not referenced anymore. If set to DEL, the system deletes the permit references from the work order.

Code

'-'

DEACT, DEL, NO

DEACT

PERMMAPD

Determines deactivation of mandatory permits. If set to YES, mandatory permits on the work order can be deactivated. If set to NO, deactivation is not allowed.

Code

'-'

YES, NO

NO

PERMRFRQ

Determines frequency of permit reviews. Indicates the number of days from the current date after which a permit review will be required. It is applied to the Date Review Required during the review of permit records.

Integer

'-'

1, 999999

365

PERMRREQ

Determines if permit review is required. If set to YES, deletion of permit requires approval by a reviewer. If set to NO, permit records can be deleted without review.

Code

'-'

YES, NO

YES

PERMRREV

Determines if new revision of permit requires review of permit records. If set to YES, during revision approval the system resets the review data of the permit records that reference that permit for equipment, locations, categories, PM schedules, and standard work orders. If set to NO, the system does nothing.

Code

'-'

YES,NO

YES

PERMSYNC

Determines if new revisions of permits update permit records. If set to YES, at revision approval the system applies new permit data to the permit records that reference that permit for equipment, locations, categories, PM schedules, and standard work orders. If set to NO, the system does nothing.

Code

'-'

YES, NO

NO

PMLSTMTR

PMLSTMTR is applicable only for WOs with System Event Type = PPM

Code

'-'

OFF,INITIAL, NEW

OFF

Set to NEW to update the Last Meter Reading field on Work Order to the most recent reading when WO Status is changed to a new system status of ‘C’. Set to INITIAL to update when WO Status is changed from a system status that is not ‘C’ to a system status of ‘C’. Set to OFF to prevent update on status change

PTWAUTO

Determine the auto creation of permits to work (PTW). If set to YES, permit to work is automatically created for work orders that require them. If set to NO, the creation is a manual process.

Code

'-'

YES, NO

YES

PTWCONFL

When entering a conflicting permit to work record, the system creates a second conflict record attached to the conflicting PTW referencing back to the PTW for which the conflict was created. This option controls how the second record is created. If set to MANUAL, the system creates this second conflict record but leaves the resolution blank and flags the conflicting PTW for which un-assessed conflicts exist. If set to SYNC, the system sets the resolution based on the selection for the originating conflict and will not flag the conflicting PTW.

Code

'-'

MANUAL,SYNC

SYNC

PTWEXPIR

Determines which permit to work automatically expires if Valid Until occurs in the past. If set to ACTIVE, only active permits expire. If set to ALL, any permit not closed or canceled expires.

Code

'-'

ACTIVE, ALL

ACTIVE

PTWLIMIT

Limits the number of open permits to work per work order. If set to YES, only one open PTW is allowed at any one moment. If set to NO, there is no constraint on the number of open permits to work.

Code

'-'

YES, NO

YES

PTWMEC

Creates permits to work for multiple equipment child work orders. If set to YES, the permit to work is created for MEC work orders. If set to NO, the permit to work will still be created, but will be attached to the multiple equipment work order, i.e., the parent.

Code

'-'

YES, NO

NO

PTWSIGN

Determines if the Signature field will be available for capturing a physical signature in the Contractor Sign Off pop-up for Permit to Work in the Digital Work mobile application. If set to YES, the Signature field is shown inside the pop-up. If set to NO, this field is not shown.

Code

'-'

YES, NO

NO

PTWUPDLO

Determines if the LOTO tab of the permit to work can be updated after approval. If set to YES, LOTO tab can be updated unless the permit to work is canceled or closed. If set to NO, the LOTO tab can only be updated if the permit to work is unfinished.

Code

‘-‘

YES, NO

NO

RDRVPM

Determines if PM work orders are included in the reliability calculations. If set to YES, PM work orders are included in the reliability calculations if the appropriate closing code is entered. If set to NO, PM work orders are excluded from the calculations.

Code

'-'

YES, NO

YES

ROUTEEOB

If Y, the system creates multiple equipment child (MEC) type work orders for each route equipment when route based PM work orders are released. They will be related to the parent job.

Code

'-'

Y, N

N

SAFERFRQ

Determines frequency of safety reviews . Indicates the number of days from the current date after which a safety review will be required. It is applied to the Date Review Required during the review of safety records.

Integer

'-'

1, 999999

365

SAFERREQ

Determines if safety review is required. If set to YES, deletion of safety records requires approval by a reviewer. If set to NO, safety records can be deleted without review.

Code

'-'

YES, NO

YES

SAFERREV

Determines if new revision of hazard and precaution requires review of safety records. If set to YES at revision approval the system resets the review data of the safety records that reference the hazard or precaution for equipment, locations, categories, parts, PM schedules and standard work orders. If set to NO, the system does nothing.

Code

'-'

YES, NO

YES

SAFESYNC

Determines if a new revision of precautions updates safety records. If set to YES, at revision approval the system applies the new precaution data to the safety records that reference that precaution for equipment, locations, categories, parts, PM schedules, and standard work orders. If set to NO, the system does nothing.

Code

'-'

YES, NO

NO

TEMPMATL

Determines if temporary material lists are displayed in material lists lookups. If set to YES, the material lists are displayed. If set to NO, the material lists are not displayed in lookups.

Code

'-'

YES, NO

YES

TRACELEV

Determines the level at which MEC work orders will be created after using the Trace Route feature. If set to ROUTE, the MEC work orders will be created for the selected routes. If set to SEGMENT, work orders will be created for the segments attached to the selected routes.

Code

'-'

ROUTE, SEGMENT

ROUTE

WOBKMIDN

Determines if booking hours across midnight is allowed. If set to YES, two booked labor records are created. If set to NO, an error message displays stating booking hours across midnight is not allowed.

Code

'-'

YES, NO

NO

WOBLCORR

Determines if book labor corrections can be made directly on the screen or only via the dedicated Book Labor Correction popup. If set to ON, the popup must be used for all book labor corrections. If set to OFF, the system will allow the entry of negative hours directly on the screen and will not require the popup.

Code

'-'

ON, OFF

OFF

WOCLFLUP

Prevents the closing of work orders for existing checklist items for which Follow-up is selected but for which no follow-up work order is created. If set to YES, the system prevents the closing of the work order. If set to WARNING, the system sends the user a warning message but the user will be allowed to continue and close the work order. If set to NO, the system does not perform the check.

Code

'-'

YES, NO, WARNING

NO

WOEQDFLT

Determines if equipment changes on the work order will default equipment related data. If set to YES, the equipment change overwrites values already entered on the work order from the selected equipment. If set to NO, the system does not default any values from the equipment.

Code

'-'

YES, NO

YES

This option only handles equipment changes. If the equipment field is still blank before the equipment value is entered, values will always be defaulted, as if the option is set to YES.

WOFUTYPE

Determines what kind of follow-up a checklist will generate. If set to DM, deferred maintenance activities will be created. If set to WO, follow-up work orders will be created.

Code

'-'

DM, WO

WO

WOFUFPTP

Determines if the follow-up work order can have multiple activities with different From Points and To Points. If set to YES, it is allowed. If set to NO, this is not allowed and one follow-up work order will be created for each activity with a unique From Point and To Point combination.

Code

'-'

YES, NO

NO

WOLSTMTR

Set to NEW to update the Last Meter Reading field on Work Order to the most recent reading when WO Status is changed to a new system status of ‘C’. Set to INITIAL to update when WO Status is changed from a system status that is not ‘C’ to a system status of ‘C’. Set to OFF to prevent update on status change.

Code

'-'

OFF, INITIAL, NEW

OFF

WOQCSTAT

Specify a work order user status with a system status of R or C. The New Status on the Work Order Quick Close screen is automatically set to this value.

Free Text

'-'

R, C

C

WORK-WOST

Determines the default user status assigned to preventive maintenance (PM) and maintenance pattern (MP) work orders when they are released. This user status becomes associated to the system status of Released.

Free Text

'-'