A-07-01 Manage Work Types

Who: Sys Admin
Why: The Work Type defines the basic type of work. It is a primary element used to categorise Orders and Project Views.
Related topics
Procedure
A7-1-1_search_Work_Type-menu-LBL.png
  1. On the ConSol menu select Reference > Customer Configurations.
    The Customer Configurations screen appears.
    A7-1-2_search_Work_Type-CustConfig-LBL.png
  2. Click the Work Type tab.
    The Work Type tab consists of 3 sections:
    • N1 - Search Work Type: enter criteria to filter the list of Work Types.
    • N2 - Add New Work Type: define a new Work Type and add it to the list.
    • N3 - List of existing Work Types.
    A7-1-3_search_Work_Type-screen-LBL.png
    • N4 - Use the arrows to expand or collapse the Search Work Type and Add New Work Type panels.
      A7-1-4_search_Work_Type-expand-collapse-LBL.png
  3. To filter the Work Type list do the following:
    A7-1-5_search_Work_Type-search-LBL.png
    1. Enter search criteria as required.
      In the example shown above, the search will find Orders (Business Object) with “NBN” in the Work Type Name.
      • NOTE: The Work Type Name search is case sensitive but Description is not. For example typing “nbn” in the Work Type Name will not find “NBN” but typing “nbn” will match Descriptions with the text “nbn” or “NBN” anywhere within the Description field.
    2. Click the Search button.
      The Work Types list is filtered to show only the Work Types matching the search criteria. In the example shown below Only Orders are shown (N5) with the word “NBN” in the Description (N6).
      A7-1-6_search_Work_Type-search_done-LBL.png
  4. To reset the search (show all Work Types) do the following:
    A7-1-7_search_Work_Type-search_reset-LBL.png
    1. Click the Clear button.
    2. Click the Search button.
      The list is reset to show all Work Types.
      • NOTE: Changing the Business Object does not affect existing Orders/Project Views. The changed Work Type will be available for new Orders and/or Project Views.
To edit an existing Work Type:
A7-1-8_edit_Work_Type-edit_button-LBL.png
  1. Click the Edit button next to the Work Type you wish to edit.
    The fields of the Work Type become editable.
    A7-1-9_edit_Work_Type-edit_-LBL.png
  2. Select whether the Work Type is related to Orders or Project Views.
  3. Edit the Work Type Code, Work Type Name and Description as required.
  4. Select whether the Work Type is active or not (Yes/No).
  5. Click the Save button.
    The Work Type is updated.
To add a new Work Type:
A7-1-10_new_Work_Type-expand_-LBL.png
  1. Click the arrow next to Add New Work Type.
    The Add New Work Type panel is displayed.
    A7-1-11_new_Work_Type-add-LBL.png
  2. Edit the Work Type Code, Work Type Name and Description as required.
  3. Select whether the Work Type is related to Orders or Project Views.
  4. Select whether the Work Type is active or not (Yes/No).
  5. Click the Save button.
    The new Work Type is added to the Work Type list.
    • NOTE: There is no means to delete a Work Type. To “hide” it from ConSol users, set the Active state to "No".
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