Creating campaigns

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:

  • 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:

  1. Open the Campaigns form.
  2. Click New Record.
  3. Organization—Enter the organization of the campaign.
  4. Campaign—Enter the unique, identifying code for the campaign, and then enter a description in the adjacent field.
  5. Status—Select the status of the campaign.
  6. Class—Enter the class of the campaign. The system automatically populates the Class Org., Open WOs, Closed WOs, and Total WOs.
  7. Type—Enter the type for the campaign.
  8. Survey Required—Select to require a survey campaign event to check all specified equipment for necessary repairs.
  9. Campaign Manager—Enter a manager for the campaign.
  10. Project-Budget—Enter both the project and budget to associate to this campaign.
  11. Click Save Record. The system automatically populates Created By and Date Created.