Lookups for Problem Types, Work Order Types, and Departments

There are three fields with pre-established lookup options that are accessible from the Data Center. The three fields are Department (on the Asset record and Work Order record), and WO Type and Problem Type (both on the Work Order record).

When you have a Lookup on a field, it means you have a set of predefined values specific to that field. You also have control of the lookup so you can add, edit and remove information as needed. This ensures that you have uniform data entry for these fields which results in increased accuracy in reporting. A lookup is also a time saver when entering new records because you can pick a value from the lookup on the field rather than typing it in each time.

To set up the Lookup values for the Problem Type, Department, or WO Types in eMaint, click on one of these options from the Data Center.

From the Lookup window, you can add new items to the lookup by clicking the 'Add…' link at the top. You can edit items by clicking the pencil icon and delete items by clicking the trash can icon.

When you click the Add option in the upper right portion of the window, the Add window opens.

Enter the value, and then click 'Save.' It will now be available on the Lookup folder associated with this field when you add or edit a work order in the system.

In addition to managing the Lookups from the main menu, you can also manage them directly from the add or edit mode on an Asset record or Work Order Record. Simply click the yellow file folder icon to the right of the field to access the Lookup screen. This screen is identical to the screen on the Main Menu, and it allows you to add, edit or delete the values associated with the Lookup.

NOTE: The System Administrator functions within eMaint enable you to add Lookups to virtually any field in the system. A detailed explanation of this procedure is offered in the System Administration manual.