Work menu

This table shows the default navigation path for the Work menu screens and the tab or pop-up name included on each screen:

Screen	Default navigation	Tab or pop-up name
Adjustments	Work > Customer Contracts > Adjustments	List View Record View Comments Documents
Advanced Maintenance Planning Configuration	Work > Advanced Maintenance Planning Configuration	Exclude WO Types Status Change Triggers
AMS-Approve Customer Charges	Work > Asset Management Services > AMS-Approve Customer Charges	List View Record View
AMS-Customer Contracts	Work > Asset Management Services > AMS-Customer Contracts	List View Record View Comments Fixed Charges Documents
AMS-Customer Invoice Lines Overview	Work > Asset Management Services > AMS-Customer Invoice Lines Overview	List Only
AMS-Customer Invoices	Work > Asset Management Services > AMS-Customer Invoices	List View Record View Comments Lines Documents
AMS-Customers	Work > Service Request Setup > AMS-Customers	List View Record View Comments Properties Callers Charges Contracts Documents Invoices
AMS-Pricing Schedules	Work > Asset Management Services > AMS-Pricing Schedules	List View Record View Comments Custom Trade Rates Custom Part Charges Additional Charges Documents WO Criteria
Approval Lists	Work > Revision Control > Approval Lists	List View Record View Comments Approvers Documents
Approve Inspection Results	Work > Process > Approve Inspection Results	Parameters Preview
Aspects	Work > Inspections > Aspects	List View Record View Comments Prompts Documents
Assets Healthcare	Work > Verticals > Healthcare > Assets Healthcare	List View Record View Comments Events Costs PM Schedules Structure Account Details Actual Consumption Addresses Calibration Depreciation Design Consumption Documents Energy Star Ratings Fuel Costs Linear References Material Usage Meters Parts Associated Permits Purchase Orders Reliability Survey Resources Service Delivery Matrix Test Points Warranties
Book Labor By Employee	Work > Process > Book Labor By Employee	Not applicable (Stand-alone L/D)
Book PO Labor	Work > Process > Book PO Labor	Not applicable (Stand-alone)
Calibration Results	Work > Calibration Results	List Only
Campaigns	Work > Projects > Campaigns	List View Record View Comments Campaign Events Equipment Work Orders Documents eRecords
Capital Planning Requests	Work > Capital Planning Requests	List View Record View Comments Documents
Conditions	Work > Inspections > Conditions	List View Record View Comments Documents
Contract Templates	Work > Customer Contracts > Contract Templates	List View Record View Comments WO Criteria Sales Prices Clauses Charge Definitions Discounts Documents
Work Requests	Work > Work Requests	Not applicable
Customers	Work > Customer Contracts > Customers	List View Record View Comments Contracts Addresses Documents
Customer Contracts	Work > Customer Contracts > Customer Contracts	List View Record View Comments Charge Definitions WO Criteria Commodities Adjustments Clauses Contract Items Discounts Documents Sales Prices
Customer Invoices	Work > Customer Contracts > Customer Invoices	List View Record View Comments Contract Items Generation Errors Invoice Details Documents
Customer Rentals	Work > Customer Contracts > Customer Rentals	List View Record View Comments Adjustments Charge Definitions Documents
Depots	Work > Fuel Management > Depots	List View Record View Comments Tanks Pumps Tank/Pump Documents Transactions
Deferred Maintenance	Work > WO Planning > Deferred Maintenance	List View Record View Parts
Employees	Work > Setup > Employees	List View Record View Comments Rates Availability Exceptions Addresses Documents Outstanding Issues Properties Qualifications Transactions Transfers Types
Facilities	Work > Verticals > Hospitality > Facilities	List View Record View Comments Events Costs PM Schedules Structure Actual Consumption Addresses Calibration Depreciation Design Consumption Documents Energy Star Ratings Fuel Costs Linear References Material Usage Meters Parts Associated Permits Purchase Orders Reliability Survey Resources Service Delivery Matrix Test Points Warranties
Findings	Work > Inspections > Findings	List View Record View Comments Classes Documents
Fleet Billing Codes	Work > Fleet > Fleet Billing Codes	List View Record View Comments Rates Documents
Fleet Bills	Work > Fleet > Fleet Bills	List View Record View Comments Billing Details Pool/Loaner Adjustments Assignment Adjustments Documents
Fleet Configuration	Work > Fleet > Fleet Configuration	Parameters Billing Schedules Exception Codes Vehicle Ticket Authorizations Fuel Maintenance
Fleet Cost Code Search & Replace	Work > Fleet > Fleet Cost Code Search & Replace	Cost Codes Errors
Fleet Customers	Work > Fleet > Fleet Customers	List View Record View Comments Cost Codes Billing Codes Billing History Addresses Documents
Fleet Markup Codes	Work > Fleet > Fleet Markup Codes	List View Record View Rates Comments Documents
Fleet Vehicle Tickets	Work > Fleet > Fleet Vehicle Tickets	List View Record View Comments Exceptions Billing Adjustments Documents
Formulas	Work > Inspections > Formulas	List View Record View Parameters Comments
Fuel Physical Inventory	Work > Fuel Management > Fuel Physical Inventory	List View Record View Comments Tanks
Fuel Issues	Work > Fuel Management > Fuel Issues	Fuel Issues
Fuel Receipts	Work > Fuel Management > Fuel Receipts	Fuel Receipts
Fuels	Work > Fuel Management > Fuels	List View Record View Comments Depot/Tank Documents Transactions
Generate Production Requests	Work > Generate Production Requests	Parameters WO Preview Production Request Preview
Generate WOs	Work > Process > Generate WOs	Parameters Preview
Hazards	Work > Permit to Work > Hazards	List View Record View Comments Documents Precautions Where Used
Incident Requests	Work > Verticals > Hospitality > Incident Requests	List View Record View Comments WO Comments Documents
Information Requests	Work > Service Request Setup > Information Requests	List View Record View Comments Documents
Isolation Points	Work > Permit to Work > Isolation Points	List View Record View Comments Documents Permit to Work
Lockout Boxes	Work > Permit to Work > Lockout Boxes	List View Record View Comments Documents
Material Lists	Work > WO Planning > Material Lists	List View Record View Comments Parts Documents
Maintenance Patterns	Work > WO Planning > Maintenance Patterns	List View Record View Comments Sequences Equipment Work Orders Documents
Methods	Work > Inspections > Methods	List View Record View Comments Documents
Monitored Data	Work > Inspections > Monitored Data	List View Equipment Details Points Aspects Aspect Points Point Conditions Results
Permits	Work > Permit to Work > Permits	List View Record View Permit Body Documents
Permit to Work	Work > Permit to Work > Permit to Work	List View Record View Comments Documents Safety LOTO Checklist Conflicts Event Log eRecords
Permit to Work Setup	Work > Permit to Work > Permit to Work Setup	List View Record View Comments Documents
Point Types	Work > Inspections > Point Types	List View Record View Comments Documents
PM Forecasting	Work > WO Planning > PM Forecasting	Parameters Preview Forecasting
PM Plans	Work > WO Planning > PM Plans	List View Record View PM Schedules Activities Equipment Comments Documents
PM Schedules	Work > WO Planning > PM Schedules	List View Record View Comments Activities Equipment Permits Work Orders Documents Resources Safety Sales Prices Tools
PM Work Packages	Work > WO Planning > PM Work Packages	List View Record View Comments Equipment Employees Documents
Precautions	Work > Permit to Work > Precautions	List View Record View Comments Documents
Production Requests	Work > Production Requests	List View Record View Comments Resources Work Orders Documents
Projects	Work > Projects > Projects	List View Record View Comments Budgets Work Orders Costs Documents Purchase Orders Sub-projects User Authorization
Project Budgets	Work > Projects > Project Budgets	List View Record View Comments Documents
Properties	Work > Service Request Setup > Properties	Not applicable
Properties Healthcare	Work > Verticals > Healthcare > Properties Healthcare	List View Record View Comments Events Costs PM Schedules Structure Actual Consumption Addresses Calibration Depreciation Design Consumption Documents Energy Star Ratings Fuel Costs Linear References Material Usage Meters Parts Associated Permits Purchase Orders Reliability Survey Resources Service Delivery Matrix Test Points Warranties
Property Information	Work > Service Request Setup > Property Information	Not applicable
Qualifications	Work > Setup > Qualifications	List View Record View Comments Documents
Release Individual PM WOs	Work > Process > Release Individual PM WOs	List View (editable)
Review Work Requests	Work > Review Work Requests	Not applicable
Revision Approval	Work > Revision Control > Revision Approval	List View Approvers Parent PMs
Revision Control History	Work > Revision Control > Revision Control History	List Only
Revision Control Setup	Work > Revision Control > Revision Control Setup	Work Orders Hazards Isolation Points Precautions Permits
Rooms	Work > Verticals > Hospitality > Rooms	List View Record View Comments Events Costs PM Schedules Structure Actual Consumption Addresses Calibration Depreciation Design Consumption Documents Energy Star Ratings Fuel Costs Linear References Material Usage Meters Parts Associated Permits Purchase Orders Reliability Survey Resources Service Delivery Matrix Test Points Warranties
Routes	Work > WO Planning > Routes	List View Record View Comments Equipment Documents Inspection Points
Service Codes	Work > Service Request Setup > Service Codes	List View Record View Documents
Service Requests	Work > Service Requests	List View Record View Comments Log Entries Book Hours Issue Parts Closing Book & Close Documents Work Order Details
Shifts	Work > Setup > Shifts	List View Record View Days Employees Comments Documents
Shutdowns	Work > Projects > Shutdowns	List View Record View Comments Equipment Documents
Standard WOs	Work > WO Planning > Standard WOs	List View Record View Comments Activities Children Documents Permits Safety Sales Prices Tools
Supervisors	Work > Setup > Supervisors	List View Record View Comments Documents
Systems Healthcare	Work > Verticals > Healthcare > Systems Healthcare	List View Record View Comments Events Costs PM Schedules Structure Actual Consumption Addresses Calibration Depreciation Design Consumption Documents Energy Star Ratings Fuel Costs Linear References Material Usage Meters Parts Associated Permits Purchase Orders Reliability Survey Resources Service Delivery Matrix Test Points Warranties
Tasks	Work > WO Planning > Tasks	List View Record View Instructions Checklist Documents Prices Qualifications Sales Prices Suppliers
Tools	Work > Setup > Tools	List View Record View Outstanding Issues Transactions Comments Documents
Trades	Work > Setup > Trades	List View Record View Rates Comments Documents Qualifications Supplier Rates
Unreturned Cores	Work > Overview > Unreturned Cores	List Only
Vehicles	Work > Verticals > Hospitality > Vehicles	List View Record View Comments Events Costs PM Schedules Structure Actual Consumption Addresses Calibration Depreciation Design Consumption Documents Energy Star Ratings Fuel Costs Linear References Material Usage Meters Parts Associated Permits Purchase Orders Reliability Survey Resources Service Delivery Matrix Test Points Warranties
Work Requests	Work > Work Requests	Not applicable
VMRS Codes	Work > Setup > VMRS Codes	Not applicable
WO Daily Scheduling	Work > WO Planning > WO Daily Scheduling	Parameters Equipment Preview WO Activity Preview Employee Preview Scheduling
WO Load Balancing	Work > WO Planning > WO Load Balancing	Parameters Preview Balance Load
WO Scheduling	Work > WO Planning > WO Scheduling	Not applicable
WO Quick Close	Work > WO Quick Close	Work Order Quick Close
WO Quick Entry	Work > WO Quick Entry	Not applicable
WO Update	Work > Process > WO Update	List View (editable)
Work Orders Healthcare	Work > Verticals > Healthcare > Work Orders Healthcare	List View Record View Comments Activities Book Labor Closing Parts Cost Summary Additional Costs Book Vendor Hours Calibration Children Customer Requests Documents Equipment Inspections Meter Readings Monitored Data Results Part Failures Permits Plan Tools Purchasing Qualifications Repair Parts Resources Schedule Labor Schedule Tools Service Request Details Survey Equipment Tools Usage
Work Orders	Work > Work Orders	List View Record View Comments Activities Book Labor Closing Parts Cost Summary Additional Costs Book Vendor Hours Calibration Checklist Children Customer Requests Documents Equipment Inspections Meter Readings Monitored Data Results Part Failures Permits Plan Tools Purchasing Qualifications Related Work Order History Related Work Orders Repair Parts Resources Safety Schedule Labor Schedule Tools Service Request Details Survey Equipment Tools Usage
Work Orders Hospitality	Work > Verticals > Hospitality > Work Orders Hospitality	List View Record View Comments Activities Book Labor Closing Parts Cost Summary Additional Costs Book Vendor Hours Calibration Children Customer Requests Documents Equipment Inspections Meter Readings Monitored Data Results Part Failures Parts Associated Permits Plan Tools Purchasing Qualifications Repair Parts Resources Schedule Labor Schedule Tools Service Request Details Survey Equipment Tools Usage