Adding options for organizations

Enter, update, and delete parameter option values at the organization level.

See the following table for options:

Code	Description	Validation Type	Module	Fixed	Valid Values	Default Value
COPYTOOL	Determines if standard work order tools and PM schedule tools are used to plan, schedule, or plan and schedule tools for work orders. Set to P to copy tool records only to the Plan Tools tab for work order. Set to S to copy tool records only to the Schedule Tools tab for work order. Set to B to create a tool schedule record for the planned hours for each day the activity runs.	Code	Work	'-'	P, S, B	P
BKPLAUTO	When using Retrieve PO Service Lines on the Book PO Labor screen, the system automatically populates Hours Worked for Hours for Service (ST) and Contractor Hire (SH) with the labor hours remaining to be booked for the selected line.	Code	Work	'-'	YES, NO	NO
WOQCSTAT	Specify a work order user status with a system status of R or C. The system automatically set the New Status on the Work Order Quick Close screen to this value.	Free Text	Work	'-'	R , C	C
POREVRSN	If YES, Revision Reason is required when creating a new revision of a PO.	Code	Purchasing	'-'	YES, NO	NO
ROUTEEOB	If Y, the system creates multiple equipment child (MEC) type work orders for each route equipment when route based PM work orders are released. They will be related to the parent job.	Code	Work	'-'	Y, N	N
MEROUTWO	Determines which equipment to copy to route-based PM work orders. Select 'C' for route equipment only, 'H' for header equipment only, or 'B' to have both header and route equipment copied.	Code	Work	'-'	C, H, B	C
OVERRECV	If YES, allow to receive more than ordered. If NO, do not allow to receive more than ordered.	Code	Materials	'-'	YES, NO	NO
KITLDESC	Provide a default value for Kit Lot Description on Build Kit screen.	Free Text	Materials	'-'
KITPPULD	IF YES, default Part Pulled checkbox to selected on the Build Kit screen. If NO, default the Part Pulled checkbox to unselected.	Code	Materials	'-'	YES, NO	NO
LOTIEXPL	If NO, the system will not permit issuing a part that has expired (Lot Expiration Date). If YES, the system will allow issuing a part that has expired.	Code	Materials	'-'	YES, NO, KITS ONLY	NO
ISSTOEMP	Allows the issuing of parts to employee. If the value is NO, parts may not be issued to Employees. If the value is YES, all parts may be issued to employees. If the value is KITS ONLY, only parts tracked as kits may be issued to employees.	Code	Materials	'-'	YES, NO, KITS ONLY YES,	NO
CLGROUP	If FULL, the system displays the full tree structure in the closing code lookup with all the levels in the hierarchy. If GROUP, system displays just one level of the hierarchy. If OFF, the closing code lookup operates with no group or hierarchy.	Code	Work	'-'	FULL, GROUP, OFF	OFF
CCFIDAYS	Number of days after which no customer invoices will be generated. For Customer Contracts this is after the End Date. For Rentals after the Completed Date. The system will change the Status of the contract or the rental to Finished for this purpose.	Integer	Work	'-'	0, 999999	90
CCDUPLCI	Determines whether during approval of a customer contract, the system checks if equipment, projects, or work orders are already used on another active contract with overlapping periods. If ON, the system does not allow the use of the same equipment or projects more than once. If set to OFF, the system does not perform this check. If set to WARNING, the system asks the user what to do. If set to WARNING-CC, the system also considers the charge categories on the other contract and only asks the user if those overlap as well.	Code	Work	'-'	ON, OFF, WARNING, WARNING-CC	ON
GENEQMAX	Determines the threshold at which the equipment generation process starts in asynchronous (background) mode. If Generate Count is higher than this setting, the process runs asynchronous and the process is queued. Otherwise the process runs synchronous and the user must wait for the process to finish.	Code	Equipment	'-'	YES, NO	NO
GENEQWRN	Prevents the start of the equipment generation process when warnings still exist. If set to YES the system asks the user to start the generation process and ignore the warnings. If set to NO, the system does not allow the user to start the generation process.	Code	Equipment	'-'	YES, NO	NO
LOTORFRQ	Determines the frequency of lockout/tagout (LOTO) reviews, or number of days from the current date after which a LOTO review will be required. It is applied to the Date Review Required during the review of LOTO records.	Integer	Work	'-'	1, 999999	365
LOTORREQ	Determines if a review of lockout/tagout (LOTO) records is required. If set to YES, the system requires approval by a reviewer for deletion of LOTO records. If set to NO, the records can be deleted without review.	Code	Work	'-'	YES, NO	YES
LOTORREV	Determines if anew revision of isolation point requires review of lockout/tagout (LOTO) records. If set to YES, during the revision approval, the system resets the review data of the LOTO records that reference the isolation point for equipment and locations. If set to NO, the system does nothing.	Code	Work	'-'	YES, NO	YES
LOTOSYNC	Determines if new revision of isolation point updates lockout/tagout (LOTO) records. If set to YES, during revision approval, the system applies the new isolation point data to the LOTO records that reference the isolation point for equipment and locations. If set to NO, the system does nothing.	Code	Work	'-'	YES, NO	NO
PERMCLEA	Determines if the system cleans up permits after work order changes. If set to NO, the system does nothing. If set to DEACT, the system deactivates permits that are not referenced anymore. If set to DEL, the system deletes the permit references from the work order.	Code	Work	'-'	DEACT, DEL, NO	DEACT
PERMMAPD	Determines deactivation of mandatory permits. If set to YES, mandatory permits on the work order can be deactivated. If set to NO, deactivation is not allowed.	Code	Work	'-'	YES, NO	NO
PERMRFRQ	Determines frequency of permit reviews. Indicates the number of days from the current date after which a permit review will be required. It is applied to the Date Review Required during the review of permit records.	Integer	Work	'-'	1, 999999	365
PERMRREQ	Determines if permit review is required. If set to YES, deletion of permit requires approval by a reviewer. If set to NO, permit records can be deleted without review.	Code	Work	'-'	YES, NO	YES
PERMRREV	Determines if new revision of permit requires review of permit records. If set to YES, during revision approval the system resets the review data of the permit records that reference that permit for equipment, locations, categories, PM schedules, and standard work orders. If set to NO, the system does nothing.				YES, NO	YES
PERMSYNC	Determines if new revisions of permits update permit records. If set to YES, at revision approval the system applies new permit data to the permit records that reference that permit for equipment, locations, categories, PM schedules, and standard work orders. If set to NO, the system does nothing.	Code	Work	'-'	YES, NO	NO
PTWAUTO	Determine the auto creation of permits to work (PTW). If set to YES, permit to work is automatically created for work orders that require them. If set to NO, the creation is a manual process.	Code	Work	'-'	YES, NO	YES
PTWCONFL	When entering a conflicting permit to work record, the system creates a second conflict record attached to the conflicting PTW referencing back to the PTW for which the conflict was created. This option controls how the second record is created. If set to MANUAL, the system creates this second conflict record but leaves the resolution blank and flags the conflicting PTW that un-assessed conflicts exist. If set to SYNC, the system sets the resolution based on the selection for the originating conflict and will not flag the conflicting PTW.	Code	Work	'-'	MANUAL, SYNC	SYNC
PTWLIMIT	Limits the number of open permits to work per work order. If set to YES,, only one open PTW is allowed at any one moment. If set to NO, there is no constraint on the number of open permits to work.	Code	Work	'-'	YES, NO	YES
PTWMEC	Creates permits to work for multiple equipment child work orders. If set to YES, the permit to work is created for MEC work orders. If set to NO, the permit to work will still be created, but will be attached to the multiple equipment work order, i.e., the parent.	Code	Work	'-'	YES, NO	NO
SAFERFRQ	Determines frequency of safety reviews . Indicates the number of days from the current date after which a safey review will be required. It is applied to the Date Review Required during the review of safety records.	Integer	Work	'-'	1, 999999	365
SAFERREQ	Determines if safety review is required. If set to YES,, deletion of safety records requires approval by a reviewer. If set to NO, safety records can be deleted without review.	Code	Work	'-'	YES, NO	YES
SAFERREV	Determines if new revision of hazard and precaution requires review of safety records. If set to YES at revision approval the system resets the review data of the safety records that reference the hazard or precaution for equipment, locations, categories, parts, PM schedules and standard work orders. If set to NO, the system does nothing.	Code	Work	'-'	YES, NO	YES
SAFESYNC	Determines if a new revision of precautions updates safety records. If set to YES, at revision approval the system applies the new precaution data to the safety records that reference that precaution for equipment, locations, categories, parts, PM schedules, and standard work orders. If set to NO, the system does nothing.	Code	Work	'-'	YES, NO	NO
WOCLFLUP	Prevents the closing of work orders for existing checklist items for which Follow-up is selected but for which no follow-up work order is created. If set to YES, the system prevents the closing of the work order. If set to WARNING, the system sends the user a warning message but the user will be allowed to continue and close the work order. If set to NO, the system does not perform the check.	Code	Work	'-'	YES, NO, WARNING	NO

To add options to organizations: