Lists

Administration → Lists is where you keep your organisation’s own named lists — a Category Master, a set of escalation tags — and the values in each. Name a list once and add its values below it; the same list is offered wherever a screen draws its values.

Changing lists takes Add configuration entries, Edit configuration entries or Remove configuration entries — System Administrator, Maintenance Administrator and Maintenance Manager by default. See roles.

The screen

Element	What it shows or does
lists	How many lists exist
values	How many values they hold altogether
Search lists	Finds a list by name
Your lists — Add a list	Opens the New list dialog
Each list	Its name, inactive if switched off, one value or N values, Edit and Remove …. Click a list to open its values

No lists yet — name your first one above, then add what goes in it appears until you create one.

Adding a list

Field	What it means	Notes
Name	What the list is called — Category Master, Escalation tags	Required
Description	What the list is for	Shown beside it wherever a value from it is picked
Rate on each value	The name of a rate every value of this list stands for — GST Rate %, Depreciation Rate %	Optional. Leave it empty for a list whose values are names only. Named, each value is asked for its rate
Active	Whether the list is offered	Turning it off keeps everything already recorded and stops it being offered for anything new

A list’s values

Open a list to see The values, with a Name and Active (yes or no) column, and a column for the rate under the list’s own name for it where the list names one. Add a value opens a form:

Field	What it means	Notes
Name	What the value reads on screen	Required
Value’s rate	The percentage this value stands for — 18 for 18%	Asked only where the list names a rate, and labelled with that name. From 0 to 100
Order	Where it sits in the list	Lower numbers come first
Active	Whether it is offered	Prefer switching a value off to deleting it

No values yet suggests adding the first one, or loading a spreadsheet of them with Import.

Lists the capex screens read

Several capex screens offer the values of a list of yours with a particular name. The name is matched ignoring case, spaces and punctuation, so Sub Category Master and sub-category master are the same list. Until the list exists and has values, the picker that reads it offers nothing.

List name	Read by
Category Master	The Category of a capex proposal and of a T&C appraisal note
Sub-Category Master	The Sub-Category of a capex proposal
GST Rate Master	The GST rate on consolidated planning. Name the list’s rate GST Rate % and give each value its rate: a value with no rate cannot be chosen
Fixed Policy	The policies a capex approval note can name
Manager Location	The Manager Location of a T&C appraisal note
TNC Asset Type Master	The TNC asset type a Plant and Machinery lot of a capitalization plan can be given

A value you switch off is no longer offered, and records that already name it still show it. The asset block on consolidated planning is not a list here: it is one of your asset categories, with its depreciation rate.

Other configured lists

Most configured lists — priorities, work order types, resolution codes, meter types, skills, tool conditions and the like — are edited on their module’s own settings screen, such as work orders, assets, workforce and tools, where they sit beside the things they relate to. Some of those screens open a list in a generic table editor:

Feature	What it does
New …	Adds an entry with a form built from the list’s own fields
Views, Filter, Columns	Save a view, filter the rows and choose columns
Export	Downloads the rows
Row actions	Edit and Delete. Where the list must say why it changed, deleting asks why in the dialog that confirms it, and an edit asks for a Comment

Deactivate rather than delete

A deactivated entry stops being offered on new records and stays readable on old ones — a job closed against a resolution code you have retired still shows what it was closed as. Deleting an entry that records still use is refused.

Setting up

Configuration