Minimum Data Records Checklist

Following is a list of the minimum number of data records that must be created prior to creating work orders.

Start with your selected hierarchical level. If floors or subtypes are not included in your setup, they can be omitted.

1. Division Records – Optional. Organization > Divisions
2. Region Records – Optional. Organization > Regions
3. District Records – Optional. Organization > Districts
4. Facility Types – Organization > Lookups > Organization > Facility Types
5. Facility Records – Organization > Facilities
6. User Records – Admin > User Management > Records
7. Time Types – Organization > Lookups > Time Types. Must be completed before creating repair centers.
8. Work Order Types (and Subtypes if applicable) – Organization > Lookups > Work Order Types. Must be completed before creating repair centers.
9. Repair Center Records – Organization > Repair Center > Records
10. Trade Records – Organization > Repair Center > Trade
11. Shift Records – Organization > Lookups > Shifts
12. Building Types (and Subtypes if applicable) – Organization > Lookups > Building Types
13. Building Records – Organization > Building
14. Floor Types (and Subtypes if applicable) – Organization > Lookups > Floor Types
15. Floor Records – Organization > Floors
16. Area Types (and Subtypes if applicable) – Organization > Lookups > Area Types
17. Area Records – Organization > Areas
18. Equipment Types (and Subtypes if applicable) – Organization > Lookups > Equipment Types
19. Equipment Records – Organization > Equipment > Records
20. Task Types and Subtypes if applicable – Organization > Lookups > Task Types
21. Task Codes – Organization > Task > Records
22. Priorities – Organization > Lookups > Priorities