A campaign is a list of jobs that may be performed on a given list of equipment as necessary to complete work. Campaigns are comprised of two types of events:
|
Type |
Description |
|---|---|
|
Survey |
Maintenance personnel checks equipment specified on the work order to see if issue(s) exist. |
|
Job |
Work order to correct issue(s) found. |
If equipment passes the survey, work on the equipment is unnecessary.
If equipment fails the survey, work on the equipment is necessary. All survey results are recorded on the Equipment page of the Campaigns form, or the Survey Equipment page of the Work Orders form.
A campaign can have multiple jobs listed to complete work on necessary equipment, however only one survey is allowed per campaign.
To create campaigns:
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Select Work > Projects > Campaigns.
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Click New Record.
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Specify this information:
Organization - Specify the organization of the campaign.
Campaign - Specify the unique, identifying code for the campaign, and then enter a description in the adjacent field.
Status - Select the status of the campaign.
Class - Specify the class of the campaign.
Type - Specify the type for the campaign.
Survey Required - Select to require a survey campaign event to check all specified equipment for necessary repairs.
Campaign Manager - Specify a manager for the campaign.
Project-Budget - Specify both the project and budget to associate to this campaign.
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Click Save Record.