Classifications

Purpose

Classifications provide the options that a User can select for specific predefined Classification Types.

“Classifications” is the generic description used for this grouping mechanism.

One or more pre-configured Classification can be configured for the following Classification Types.

Purchase Order Classifications (1 to 2)
Work Order Classifications (1 to 5)
Task Classifications (1 to 8)
Task Feedback Classifications (1 to 5).

How to… View Classifications

1. Click Shared Configuration - Classifications then Browse.
The Classifications browse window opens.

Business rules

A Classification cannot be added or deleted.
A Classification’s Description and Notes can be changed.

Please note!

Do not configure staff member, trade and section as Classifications.
Organisations always require grouping by staff member, trade and section so the Default Responsible Trade, Default Responsible Section and Default Responsible Staff Member fields are set for a User, and are used when:
- A new Task is added.
- Proposed Work Orders are generated.
The Default Responsible Trade, Default Responsible Section and Default Responsible Staff Member fields are specified for a User on the Users - Options - Tasks tab in the Shared Configuration module using existing tables for these items, which must not be configured as Classifications.
Task Classifications do not determine whether a Task appears on Proposed Work Orders. They only affect the way that Tasks are grouped on Work Orders.

How Classifications are used

This table describes how Classifications are used.

Classification Type	Classifications on…	Are used to…
Work Order Classifications (1 to 5)	User - Work tab	Specify default Work Order Classification Allowed Values to use when adding a (scheduled or unplanned) Work Order.
Work Order Classifications (1 to 5)	Work Order - Work Order Classifications tab	Group Work Orders for reports and profiles. Defaults to the Work Order Classification Allowed Values specified for the User who added an unplanned Work Order, or created scheduled Work Orders from Proposed Work Orders.
Task Classifications (1 to 8)	User -Tasks tab	Specify the default Task Classification Allowed Values to use when adding Tasks for Proposed Work Order if defaults were not specified for the Asset Task or Standard Task.
	Asset Task - Classifications tab	Specify the default Task Classification Allowed Values to use for the Task when adding a Work Order for the Asset or generating Proposed Work Orders for scheduled work, if applicable.
	Proposed Work Orders - Filter, Split and Combination Options	Specify the Task Classifications that result in separate Work Orders being generated for Tasks with different Allowed Values.
	Work Order - Tasks Classifications tab	Show the Classification Allowed Values that apply to all the Work Order’s Tasks if Classification Allowed Values are not specified for the Asset Task or User.
	Work Order, Tasks for Work Order	Show the Classification Allowed Values that apply to the Work Order’s Task. Classification Allowed Values are populated from: Asset Task - Classifications tab, if specified, or User - Tasks tab, if specified, or Work Order - Tasks Classifications tab.
Task Feedback Classifications (1 to 5)	Work Order, Tasks for Work Order	Provide a standard way of classifying Work Order feedback. Task Feedback Classifications with specific allowed values can be used to analyse the Tasks that are executed for a Work Order.
Purchase Order Classifications (1 to 2)	Purchase Order -Classifications tab	Group Purchase Orders for reports and profiles.

- Examples -

Work Order Classifications

Management in a factory environment need to distinguish between urgent Work Orders that are raised and must be completed during normal operating hours, and Work Orders that are raised after hours by engineering staff who are called out by the night-shift to work overtime. Classifications provide an alternative to setting up different Types of Work, and allow analysis of Work Orders at multiple levels.

These Allowed Values could apply to a Work Order Classification “Callout”.

Normal Operating Hours
After Hours

Task Classifications

Task Classifications are used by Proposed Work Orders to group Asset Tasks for scheduled Work Orders.

If Tasks with different values for “Safety” will be generated on separate Work Orders is selected as a criterion on the Generate Proposed Work Orders window then a proposed Work Order for an Asset is generated for each group of Asset Tasks with a matching Classification andAllowed Value.

All Tasks for each proposed Work Order have the same “Safety” Classification, and Tasks with different “Safety” Classifications appear on different scheduled Work Orders.

As a result,

a proposed Work Order is generated for all Asset Tasks with the “Safety Related” Allowed Value for the “Safety” Classification, and
another proposed Work Order is generated for all Asset Tasks with the “Non Safety Related” Allowed Value for the “Safety” Classification, and
Task Classification “Safety” on the Work Order Task Classifications tab is populated with Allowed Value “Safety Related” or “Non Safety Related”.

Task Feedback Classifications

Task Feedback Classifications provide Planners with a standard way of classifying Work Order feedback.

Classifications with specific allowed values can be used to analyse the Tasks that are completed for Work Orders.

For example, possible Allowed Values for Classification “Condition of replaced part” are “Still Good”, “Normal Expected Wear” and “Close to Failure”. After a period of time a Work Order Task (e.g. Replace Bearing) can be analysed by Classification to check the accuracy of the task’s scheduling frequency.

Task Feedback Classifications could also be used to record the name of the technician who performed the Task.

Rename a Task Feedback Classification to “Technician”, and
Add an Allowed Value to the Task Feedback Classification for each technician’s name.