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Settings

Setting up Work Classifications

You can use work classifications to group work order tasks into categories relevant for your site. You can then filter and sort lists of tasks by work classification. When you select work classifications for tasks, the list is filtered to include only those classifications that have been defined as valid for the task’s work type. For example, for work order tasks that have a work type of “Corrective,” the list of work classifications would include only those relevant for corrective work.
Because work types and work classifications are typically used in creating key performance indicators (KPIs), before you create work classifications you should put some thought into how you want to measure maintenance work.
APM comes with some work classifications already defined. You can edit the existing work classifications, or add new ones that are relevant to your organization. This topic explains how to create new work classifications.

To Set up Work Classifications

1.
From the Site window, select the Reliability Program view and the Settings tab. Select the Reliability Program tab and the Reliability program settings node in the tree.
Tip: You can also select the Administration menu and Reliability Program Settings. The Reliability Program Settings dialog appears.
2.
Select the Classifications tab. This tab shows a list of the current work classifications.
3.
Click New. The Work Classification dialog appears.
4.
Enter a description of the work classification and select an icon.
5.
Select an appropriate Work category:
Setting Name
Description
Work category
Select the work category that work orders with this classification represent.
Work category selections are used in the performance indicator templates that are delivered with APM. For example, an indicator created from a template that begins with the title “Equipment modifications” performs calculations only on work orders with an “Equipment modification” work classification selected.
6.
Click Browse to select the work types with which the classification can be used. Make your selections, and then click OK to close the dialog.
7.
Repeat steps 3 through 6 to enter all of your work classifications.