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Setting Numbering Formats for Work Documents

Document numbering settings create the alpha-numeric identifiers that distinguish one document from another (for example, work orders). Within each site, every document must have a unique identifier. If necessary, you can enter a site-specific prefix or suffix to a type of document to ensure that their numbers are unique throughout the enterprise.

In work order settings, you can set the formats to use for work order and work request numbers. You can also see the numbers that will be assigned to the next new work order and request.

To Set Numbering Formats for Work Documents

1.	From the Site window, select the Work Management view and the Settings tab. Select the Work Orders tab and the Work management settings node in the tree.

Tip: You can also select the Administration menu and then Work Management Settings. The Work Management Settings dialog appears.

2.	Select the Options tab.

3.	Click Edit to modify the site settings. The Edit button is replaced by the Save button.

4.	Enter the formats to use for work orders and work requests:

Setting Name

Description

Format to use

The format to use for the document numbers. The format determines the number of digits in the document number and whether or not the number should be padded with zeros. Document numbers must be unique for objects within each site. The maximum number of digits in a document number is eight. For example, a format that says “%.6u” would generate six-digit numbers padded with zeros: 001234. • % indicates the start of the number definition. • .6 indicates that the numbers should have six digits. Numbers with less than six digits will be padded with zeros. • u indicates that the number is an unsigned integer (that is, it cannot be a negative number). You can also add a site-specific prefix or suffix to ensure that document numbers are unique across the whole enterprise. Enter a prefix before the % sign. Enter a suffix at the end of the format. For example, you could add the letter “R” as a prefix to refer to the site that owns the object, such as R-001234. In this example, you would enter a format that says: R-%.6u, where R- is the prefix.

5.	Click Save.