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We are often asked about the best way to make use of Classification and Type in products like PMDirect. The truth is, these are very useful tools that play an important role in PMDirect, along with other SchoolDude products like MaintenanceDirect and Planning Direct. They help you define, sort and report on both your equipment and schedules.
Instead of just knowing what PM work orders are simply Open vs. Closed, taking the extra step to organize your equipment and schedules by Classification and Type will open doors for advanced reporting and insight.
Think of the two like a hierarchy, or parent/child relationship. In this case, Classification = the big picture/parent. Type, on the other hand, falls within that classification, making it the "child." For example, your HVAC is your classification. Boilers, chillers, heating systems, and package refrigerators are all things that fall within the HVAC classification, so they become types.
Products like PMDirect come pre-loaded with a variety of different code schemas available to copy into your account. A code schema is a predefined class and type that has already been created by industry standard engineers. These schemas can either be used as "thinking tools" to help get you started when setting up classes and types or you can select one of the code schemas to pre-fill the lists for you. If you choose to copy any of the schemas into your account, you can keep all the pre-loaded items or you can begin tailoring the list by editing names, deleting, etc.
We always tell people not be overwhelmed by creating a classification and type system. You can always add new options as you go and find out what works best for your school. Don't forget that we are here to help! Do you have a question? Just let us know!
Get started today with class and type by downloading this helpful outline.