Before you begin
Plans: All
Version: v5 and v6
Lookup tables are where you can find the data used in drop-down menus, categories, and fields throughout the CMMS. These fields are editable, allowing you to customize fields.
To access lookup tables:
Navigate to Settings > CMMS Settings.
Click the Lookup Tables tab.
To add a new item to a lookup table, click the Add (
) button.
Lookup table details
| Lookup table | Description | Default contents | Related |
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| Asset event types |
Event types are the categories of things that happen that affect assets, like power outages or human error. Events can be applied to an asset, generating event-specific maintenance and tasks. Event code is a short, unique identifier for each event. Event name is the general-use name of the event. |
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| Meter reading units |
Meter reading units are the types of measurements that meters can record (e.g. temperature, pressure) as well as any other measurable data point your organization wants to track (e.g. downtime). Name is the general-use or custom name of each meter reading type. Symbol is the unit of measurement typically used (e.g. "km" for kilometers, "PSI" for pressure). Precision is the number of after-the-decimal units required (e.g. a precision of 2 allows recordings like 1.00, 23.59, or 11.99; precision 3 allows 1.000 or 25.999). |
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| Maintenance types |
Maintenance types are reasons for performing maintenance activities. Maintenance types allow you to customize the tasks associated with different kinds of maintenance and track this data over time.
Color is the unique color associated with the maintenance type, allowing you to color-code maintenance types. Colors are expressed and assigned using hex color codes (6 digit alphanumeric codes). |
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| Priorities | Priorities are applied to assets to indicate how import the asset and maintaining it is to production. |
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| Work order statuses |
Work order statuses show what is happening with the work order. Name is the general-use or custom name of the work order status. Control is the sub-type of status, limited to Active, Closed, and Pending. |
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| Reasons to set asset online | Users assign the reason to set asset online when changing asset status to track downtime and uptime reasons. |
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| Reasons to set asset offline | Users assign the reason to set asset offline when changing asset status to track downtime and uptime reasons. |
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| Certifications | Certifications are for tracking employee certificates and their expiry dates. Users can set notifications to send when certifications are about to expire. |
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| Currencies |
Currencies are the list of payment currencies available to use in purchasing, on user details pages, and business details pages. The currencies list can't be edited or updated by users. |
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| Misc. cost types | Miscellaneous costs are additional expenses incurred when completing work orders. Add cost types for frequently-incurred custom costs like travel expenses. | – |
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| Accounts | Accounts are categories of expenses or name of the budget associated with maintenance costs, used for organizing costs into categories and tracking who is incurring costs. | – |
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| Charge departments |
Charge departments are the team that costs belong to or has been allocated to. Code is the shorthand code of the charge type. Facility is where the team or department is located. |
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| RFQ statuses |
Request for quote statuses show what is happening with the RFQ, like whether it's been drafted or sent. Name is the custom or general-use name of the status. Control is the category of status, limited to Draft, Sent, and Cancelled. RFQ statuses can't be added or edited. |
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| Purchase order statuses |
Purchase order statuses show what is happening with the purchase order, like whether the order has been cancelled or approved by an admin. Name is the general-use or custom name of the status. Control and Destination control group are the categories of statuses, limited to Sent, Closed, Draft, Awaiting approval, Approved, and All (any). Destination status control are the subsequent statuses that this status can transition to (e.g. Waiting for approval can transition to Approved, Cancelled, or back to Draft to make edits; Waiting for approval can't transition to Order fulfilled). Transition action name gives a quick name to the process of changing statuses (e.g. Drafted). Checking Require comment makes the comment field on the purchase order mandatory when this status is used. Checking Email notification sends a notification email to users when the status changes. |
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| Receipt statuses |
Receipt statuses show what is happening with a receipt, like drafted or cancelled. Name is the general-use or custom name of the status. Control is the category of status, limited to Draft, Received, and Cancelled. Receipt statuses can't be added or edited. |
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| Purchase order additional cost types |
Purchase order additional cost types are additional expenses incurred during purchasing, like tax or shipping costs. Name is the general-use or custom name of the status. Control is the category of cost types, limited to Draft, Awaiting approval, Approved, Sent, Closed, or All (any). Always attach this line item adds this cost type field to all new purchase orders. |
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| Billing terms | Billing terms are the agreed-upon terms of sale and payment. |
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| Shipping types | Shipping types are the ways that purchases are delivered to your organization, used to track shipping costs. |
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| Business type |
Business types are the list of business relationships your organization may have. Name is the general-use or custom name of the business type. Relationship is how the business is related to your organization, limited to Customer or Vendor. Default suppliers are business types that are automatically assigned to the asset when a business is assigned but a supplier has not been specified. Default manufacturers are business types that are automatically assigned to the asset when a business is assigned but a manufacturer has not been specified. |
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