Lookup List Meanings & Descriptions

Modified on Wed, Aug 21 at 10:54 AM

Lookup lists are helpful ways to organize, group, and search by different modules. This article should help explain what the different lookup lists are used for. For help editing or accessing your lookup lists, see Setting Up Lookup Lists.

Lookup List	Description
Class Codes	Used by specific Clients for Vendor Insurance
Equipment Types	The equipment or asset type. Ex: ovens, baggers, chargers.
Meter Units	The units that any meter you have measures in. Ex: hours, miles, strokes.
PM Master Types	Types for the PM Master, this can be used to associate the PM Master to the type of work being done. Ex: electrical, mechanical, training.
PM On Demand Group	The pre-existing groups for on-demand based PM jobs that signal what tasks need to be done and a potential cause for maintenance, allowing for more efficiency in the PM workflow. Ex:
PM Work Type	Work Order Type that will be associated with the PM Work Order when generated
Project Type	The type of project, often signaling expense or size. Ex: capital, large, small.
Purchase Order Void Reason	A list of acceptable reasons to cancel purchase orders. Ex: not required, vendor stock.
Root Cause List	This is used to identify the Root Cause of the problem. Root Cause is often associated with Root Cause analysis or RCA.
Sent Via	Used to determine how items are shipped Ex: FedEx, UPS, USPS, DOHC
Shifts	Shifts are Client specific and set by an Administrator to represent the work schedule for users. Shifts can be assigned to a user to delineate when a user normally works or to a work order to indicate when a work order should be done.
Stock Types	List of stock part "types". Ex: arms, belts, chains.
Technical Specs	Technical specifications associated with an asset Ex: 150HP 440 VAC or 120 Feet
Units of Measure	A list of all units of measure - used predominantly by inventory and purchasing. Ex: Each, Box, Package.
Unplanned Work Order Types	List of reasons for acceptable unplanned work orders. Ex: emergency, follow up from PM, routine.
Vendor FOB Codes	Freight on board codes per vendor - helpful for consistent reporting and data entry. Ex: dest collect, origin collect, pick up.
Vendor Terms Codes	Codes for the payment terms for vendor records. Ex: net 20, on receipt.
Vendor Types	Types of vendors. Ex: consignment, purchase order, electrical supplier.
Work Order Action Codes	List of actions that were completed to finish a work order. Used in defect and failure analysis to determine similar actions. Ex: assembled, calibrated, rebuilt.
Work Order Cancel Reason	List of acceptable reasons for canceling a work order. Ex: not done.
Work Order Denied Reason	List of reasons for denying a work order. Ex: not required, over budget, postponed.
Work Order Down Reason	List of reasons for failure or downtime. Ex: mechanical failure, electrical failure.
Work Order Failure Codes	Codes for noting what caused a work order failure. Ex: bent, broke, leaks.
Work Order Priority	Designates how much priority a work order should take based on potential consequences. Ex: immediate harm, routine, potential to shut down area.
Work Order Tasks - Cancel Reasons	List of acceptable reasons for cancelling individual tasks within a work order or PM. Ex: incorrect, not necessary.
Work Order Types	Types of work orders. Ex: contracting, emergency, follow up.
Work Order Request Types	Types of work order requests.