Adding events to campaigns

A campaign event is either a survey of equipment on the specified campaign to check for equipment repairs needed, or a job to perform to repair equipment. If a piece of equipment passes the survey event, work is not necessary. If a piece of equipment fails the survey, a job event is performed to repair the equipment. A campaign can have only one survey event, but several job events.

Add, change, or delete campaign events as necessary.

To add events to campaigns:

  1. Open the Campaigns form.
  2. Select a campaign, and then click the Campaign Events tab.
  3. Click Add Campaign Event.
  4. Campaign Event—Enter the order in which this campaign event will occur.
  5. Project-Budget—Enter both the project and budget to associate to this campaign event.
  6. Standard WO—Enter the standard work order to associate to this campaign event.
  7. Assigned To—Enter the person responsible for the work order.
  8. Assigned By—Enter the supervisor who assigned the work order.
  9. Requested By—Enter the person who requested the work.
  10. Survey—Select to mark this campaign event as an equipment survey type.
  11. Production Priority—Enter the priority for the production. The system automatically populates Production Priority Desc.
  12. Req. Start Date Buff. (Days)—Enter the number of days needed prior to the starting date for the work order.
  13. Req. End Date Buff. (Days)—Enter the number of days needed after the ending date for the work order.
  14. Downtime (Hours)—Enter the number of hours that the equipment was out of operation due to failure.
  15. WO Description—Enter a description of the work to be performed for the campaign event.
  16. WO Type—Select the type for the work order.
  17. Priority—Enter the priority of the work order for the campaign event.
  18. WO Class—Enter the work order class for the campaign event. The system automatically populates WO Class Org.
  19. Duration—Enter a duration for the work order for the campaign event.
  20. Problem Code—Enter the code to identify the type of problem.
  21. Safety—Select if this campaign event requires special safety precautions.
  22. Trade—Enter the trade required to perform the activity.
  23. Task—Enter the task code for the activity.
  24. Material List—Enter the material list code for the material list containing the parts needed for the work order.
  25. Estimated Hours—Enter the estimated number of hours required to complete the activity.
  26. People Required—Enter the number of people required to perform the activity.
  27. Activity Duration—Enter a duration for the activity for the campaigning event.
  28. Click Submit.