Fluid Setup

The Fluid Setup module allows agencies to create a record for each type of fluid (e.g., gasoline, motor oil, primer, liquid fertilizer, etc.) that it uses to complete its work. This information is then carried over to any Work Orders or PMs/Templates that list the Fluid as a Resource.

Note: Lucity users can also link Fluid records to records in the Warehouse > Parts inventory module. When these records are linked adding a quantity of a Fluid to a Work Order will automatically deduct that quantity from the linked Part record. This lets organizations automatically keep Part quantities up to date.

To access the Fluid Setup module, select Work > Administration > Work Flow Setup > Work Fluid Setup.

In the Work > Administration > Work Flow Setup > Fluid Setup module, click the button.
Enter a Fluid code (required). This value must be unique.
Identify the substance by name in the Fluid Text field (required).
Indicate whether this substance is currently an Active Fluid in the Work program.
Enter or select the Purpose of the fluid.
Enter the Department, if any, that is associated with this Fluid by default.
Enter the Unit of Measure and Unit Cost.
Complete other fields as desired.
Click the button to save the record. The new Fluid now appears in the Fluid Setup grid.

In the Work > Administration > Work Flow Setup> Fluid Setup module, open the Fluid record that you want to deactivate.
Uncheck the Active Fluid box to indicate the Fluid is no longer active in the Work program.
Change the Fluid Status, if desired.
Click the button to save the record. The substance will no longer appear in the Fluid pick-list on new Work Orders, PMs and Templates.
Important Final Step: Check PMs, Crew Setup, and Task Setup records for this Fluid and remove it where found. This step ensures that the inactive Material is not automatically added to a PM or Work Order.

Warnings

Users can delete a Fluid from a Work Flow Setup module. Doing so does not affect existing data (i.e., the deleted Fluid still appears in existing PMs and existing Work Orders (completed or incomplete); however, if users attempt to edit the Fluid on the PMs or Work Orders, they will be forced to pick a valid Fluid.
Lucity will not generate a PM that includes a Fluid that has either been deactivated or deleted from the Fluid Setup module.

Open the Work > Administration > Work Flow Setup > Fluid Setup module.
Click the button to expand the Fluid record to which you want to add a Category.
Select the Categories grid and click the button. The Categories form appears.
Use the Category pick-list to select a category. This is a required field and must be unique to the Fluid.
Click Select.
Click the button to save the record. The new Category now appears in the grid.