Work Code Viewer


Create, maintain and select from your list of Work Codes. Work Codes concisely identify the service call or PM that is being handled on the Work Order.


Depending upon the needs of your company, your Work Codes can be very simple (e.g., noheat, nocool, pm, etc.). Alternately, a more comprehensive set of Work Codes can refer to origin of the problem.


Recommended for Dispatching and Work Orders.

Referenced in Records: Work Order, Client Site Equipment PM Schedule.

Supports Cycle Code Filtering of Work Order Metrics (Log Form) lines. See Log Form Viewer for additional details.

Related Registry:

Registry to add Work Code Certifications to TechFinder

Important Fields:

Note: this Help Topic lists the standard configuration of all fields that may be included in this record. If you are using a customized system, the fields displayed on your screen may not exactly match the order or status (required, optional, default, display-only, hidden, etc.) of the fields described in this Topic.

Work Code Id: (15 character, only . and - special characters)
Uniquely identifies this Work Code. This field is required.

Work Code Name: (40 character)
The optional field may be used to enter a brief description of the problem. The system now sets the Work Order Name from the Work Code Name when generating PM Work Orders. In New Call, the Work Code Name will be used for the Work Order Name if this field is not completed by the user.

Estimated Hours: (numeric format 000.00)
This optional field enables you to enter the estimated number of hours required to resolve this problem. The estimated hours on a Service Work Order default from this field (the Service Task record provides the default estimated hours for a PM Work Order).

Priority: (numeric 0-9)
This field is used to set the default priority of a Work Order when it is first created. By definition, a priority of 0 is the highest (most critical) priority.

Web Access: Allowed?
Check this box (by double clicking on it) if you want it to appear on the FMAnywhere / Client Web New Call page. This box should remain blank if you do not want your client to be able to select this work code.

Work Code Description:
A more complete description of this problem or additional information you wish to include. In New Call, this field will be use to provide the Work Requested.

Call Script Id:
This field enables you to assign a Call Script to a specific work code (as well as to Equipment) for use in conjunction with New Call and FMAnywhere / Client Web Portal .

When you select a Work Code with an assigned Call Script in New Call, the system will immediately prompt you to respond to the Call Script questions. If you select a Client Site Equipment record (in New Call) that also references a Call Script, you will be prompted to answer those questions as well. In this case, both sets of Call Script questions and replies will be recorded in the Call Script tab of the Work Order.

If this Work Code flagged for Web Access (see the Web Access: Allowed? field), the questions included in this Call Script will be displayed in when a customer selects this Work Code.

Service Category
This field promotes ease of use in the New Call viewer and Client Web interface. It categorizes the types of equipment that your firm works on in way that is easy and obvious for your customers to understand. If you enter a Service Category in New Call, the pop-up work code list will be filtered to only those referencing the corresponding Service Category. It is also used in the Client Web Interface to filter the types of service that a customer may request.

Cycle Code Filter:
This filter is used by Sam Pro and TechAnywhere to filter the Work Order Log Form Metrics written to the Work Order. Note that Log Form Id field in the Client Site Equipment record determines which Log Form (list of metrics) is used. Multiple cycle codes may be entered as a comma-delimited alphanumeric list. In the case of letters, this field is not case sensitive (a=A).

If this field is blank, all metrics from the Log Form will be written to the Metrics tab.

If one or more Cycle Codes are listed, only those Log Form (metrics) lines whose CC: field corresponds to the filter or is blank will be written to the Work Order (for Techs without remote access) or uploaded to the Technician’s device.

The Work Code in the Work Order header is used for metrics filtering purposes for Service Work Orders.

For PM Work Orders, the Cycle Code Filter (if completed) in the PM Schedule Tab of the Client Site Equipment, or the Schedule Tab of the Master Contract will override the Work Code’s Cycle Code Filter.

Example: Cycle Code Filter: 1,3

Only those lines from the Log Form whose CC field is set to 1, to 3 or is blank would be written to the Work Order or uploaded to the Technician’s device.

Work Code User1-5
These fields may be used to record additional information required by your company.

Registry to add Work Code Certifications to TechFinder allows the use of the Work Code User1 field to specify additional Certifications.

If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be un-done when necessary. When you check the Obsolete field, the following message box will be displayed:

“You have elected to obsolete this record. Would you like to see existing references to this record?”

If you click Yes, the system will display a viewer that provides click-through access to all tables referencing this record: see References List for details.

Security Id:
If multiple location security is implemented on your centralized database system, this informational field displays the Security Id of the local user that created this record. If multiple location security is not implemented on your system, or if this record was created by a global user, this field will be blank.