Work Codes
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      3. Work Codes

      Work Code Groups

      The Work Code Categories settings allow the user to group work codes into categories.  A service group, workstation, or activity can be identified by a Work Code. Examples:

      • A mechanical contractor may group work code activities between plumbing, HVAC, and electrical.

      • An equipment repair center may group work codes by seasonal service, inspection, engine service, and overhaul.

      • A manufacturing floor may group work codes by manufacturing stations that identify the steps of manufacturing, inspection, and shipping.

      Creating Work Code Categories or Groups

      The Work Code Categories are set up and configured in a similar manner as other category folder groups. Go to the Labor > Labor Options > Work Code Categories tab from the main EBMS menu. The work code folders can be used to create work groups within the task and work order system or to group work codes for reporting purposes. Review the Tasks - Work Groups section for more details on work groups.

      The nested category folders in EBMS have been designed so there are main folders with sub-folders underneath them. This setup can help facilitate a more detailed reporting of work groups and work codes. Set work codes as Inactive instead of deleting the work code so that history is preserved. To add, delete, or edit work code categories, take the following steps:

      Go to the Labor > Labor Options > Work Code Categories tab to open the following dialog.

      Adding a Work Group

      To add a work group or folder, highlight the folder that should have the work code category as a subfolder and click New Category button. The following dialog will appear:

      1. Enter the Category Name describing the contents of the folder.

      2. Enable the Allow Only Subfolders option to limit the folder to only subfolders.

        For example, if there is a category folder called Clerical that includes two subfolders (Front Office and Back Office), selecting the Allow only subcategories option forces users to put all records into Front Office or Back Office subcategories, with no records stored in Clerical.

      Available Task Hours for a Work Group

      Complete the following steps to set the total available hours available within each work group:

      1. From the Labor > Labor Options > Work Code Categories tab, highlight a work code category folder and click the Properties button.

      2. Click on the Available Task Hours tab as shown below:

      3. Populate the total estimated hours available for this work group on a daily basis.

      4. Repeat these steps for other work groups.

      Deleting a Work Group

      Click Delete Category button and a message asking to verify the folder being deleted will appear. A category folder cannot be deleted if there are work codes in the folder. To delete the folder, the work codes must be moved to another folder before deletion is possible.

      Changing the Name of a Work Group

      To change the name of a category folder, click the Properties button. Change the category name or edit the button of the highlighted folder as necessary.

      Review the following tools to schedule tasks by work groups: