Difference between revisions of "Schedule Types"

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| colspan="3" | [[File:PMScheduleTypes2 1398x237.png|Schedule Types Add/Edit]]
 
| colspan="3" | [[File:PMScheduleTypes2 1398x237.png|Schedule Types Add/Edit]]
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook</span>
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Option to create one job for each equipment record</span>
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Viewing the Sites connected to the Customer
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Option to automatically create the job transactions when the job is created
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Viewing the Tasks connected to the Customer
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Option to price the transactions when they are created
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Viewing the Contacts connected to the Customer
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Viewing the Notes connected to the Customer
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Viewing the Documents connected to the Customer
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Viewing the Invoices connected to the Customer
 
 
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| class="headerMainTitles" colspan="3" | Fields
 
| class="headerMainTitles" colspan="3" | Fields

Revision as of 15:55, 6 July 2023

PMSche_Types_ccexpress.png
To access Schedule Types, select the setup COG > Setup > Planned Maintenance > Schedule Types
PM Schedule Types are used to manage defaults values that are assigned when creating new PM Schedules.
Fields
Type Code Description Active
     
Schedule Types Add/Edit
• Option to create one job for each equipment record
• Option to automatically create the job transactions when the job is created
• Option to price the transactions when they are created
Fields
Type Code Description Active  
Job Type   Service Type  
Priority   Status  
Task Code      
Request   Cover Parts Cover Labor
Create a Job for each Equipment Create Transactions Price Transactions  
     
     
     
     
Back to Setting Up SVCONTHEGO