Lookup Positions

Path: Organization > Lookups > Positions

This feature is for WebTMA Enterprise only.

Use Positions to set up and define job categories including a required job Code number.

These positions are used with the optional Move Manager functionality that is part of the CAFM module in WebTMA Enterprise. A Position field is found on the Requestor window (Admin > User Management > Requestor / Identity Tab). Additional fields accommodate Description, Job Description, and Job Duties.

Examples: clerk I, clerk II, supervisor, manager, senior account executive

Clients that use Position-Based Charge Rates can add lines to the grid in the lower section of the window. In Edit mode, click the Add Rate link at the top of the grid to add position-based rate lines.

The Rate, Cost, and Use columns in the Position-Based grid are defined as follows:

• Rate is the charge rate used to calculate the Charge amount for labor. This is the amount that is chargeable to the client. The Rate may include special markup or other loading.
• Cost is the cost rate used to calculate the Cost amount for the labor, i.e., the amount used for tracking actual cost to perform maintenance. The Cost may include actual hourly rate paid for a technician or another amount.
• Use is a check box that indicates whether the Cost, as assigned, is used for the Cost calculations for labor charges. When unchecked, the Rate is used for both the Cost and Charge rate for labor charges calculations.

Each of the rate lines on a Position record must be unique. The same Time Type and Shift combination is eligible only once per record. For example, if you select a Time Type of RT (regular time) and a Shift of 1st, the combination is not eligible for a second line on this position record.

The Repair Center assigned to a Position is used to filter Position field selections that apply to Position Based Charge Rates.