To add a SOR code to a repairs work template

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The procedure to add a SOR code to a repairs work template is as follows:

  1. Navigate to Quick Menu > Work Template > Configuration > Configure Work Templates. The Work Templates window is displayed.
  2. Expand a Category heading and select a repairs work template from the hierarchical list, or type its name into the Search Template field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on SORs. The SORs tab is activated.
  4. Click on Add SORs. The Add SOR window is displayed.
  5. Enter a SOR code or component of the SOR description into the search field provided. All possible matches are returned in the SOR Search Result window 2.
  6. Alternatively, to identify a SOR code via the bulk selection window: (a) Click on the adjacent spy-glass icon () - The SOR Select window is displayed, revealing all SOR section trades within each table heading; (b) Click on the nested expansion level pointer icons () to reveal the associated trades and concatenated SOR codes + descriptions; (c) Activate the tick box against a single SOR code to be included within the repairs work template; (d) Click on Add to transfer the chosen entry to the right ('required') pane 3; (d) Click on Select - The chosen SOR code is displayed in the corresponding field 4.
  7. Using the Quantity and Priority data entry fields, ensure that the default values are valid and apply any required changes.
  8. Using the Location drop-down field, select an appropriate parameter value to match the repair task e.g. Hall, Living Room, Stairwell, etc.
  9. Use the Special instructions and Comments fields to add any contextual information relevant to the repair task.
  10. Choose an Effective from date for this SOR code entry i.e. the date on which it came into effect for the repairs work template 5.
  11. Choose an Effective to date if the SOR code's inclusion within the repairs work template is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the link will remain in perpetuity.
  12. Click on Save. The new SOR code entry is displayed in the SORs summary table.
  13. Repeat steps 4 through 12 to add further SOR codes to the repairs work template.


Note

1 The Search Template field will match against any element of the repairs work template name.

2 The field will operate as a dynamic search function and match against the SOR code or any element of the SOR description.

3 In the same way, use the Remove option in conjunction with the associated tick box field to transfer the SOR code entry out of the right ('required') pane.

4 System validation rules ensure that this button is only activated in the instance where a single SOR code has been nominated for inclusion within the repairs work template.

5 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

Understanding work templates

To create a new repairs work template

To add a materials part to a repairs work template