The Analysis Types set-up form is accessed via Miscellaneous Options / Maintenance Code Menu / Analysis Types and is used to create, edit and delete analysis type codes which form the first two characters of the Analysis Code. The Cause Code and the Transaction Code make up the other two elements.
The analysis type record also holds a Cost Summary Code which is used when building Maintenance Summary Records allowing a cost analysis to be performed.
The form is split into three areas. These are the Titlebar, the Analysis Type Dialogue Box and the column of Command Buttons down the right-hand side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
To create a new analysis type code type select the Create Command Button.
To view or amend an existing analysis type code type use the following procedure:
The cursor is located in the Type Code field prompting selection of a analysis type code/description for the purposes of editing an existing record. A single-left-click of the ellipsis button to the right of this field displays an Analysis Type List Box that enables selection from the current available analysis types. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Analysis Types form.
The analysis type code is alphanumeric and may contain 2 characters e.g. ME.
Displays a number of details relating to the selected analysis type which are as follows:
- Description
Displays a free-format meaningful textual description for the selected Analysis Type Code e.g. Mechanical.
This is the Maintenance Cost Analysis Code created in Environment / Review / Maintenance Analysis e.g. T Tyres. This code is used within the budget profiles to denote the appropriate maintenance summary category in which budget values are placed. It is also used for placing values with the correct actual maintenance summary cost category; this is done by holding the Cost Summary Code (this is the Maintenance Cost Analysis Code by another name) here against an Analysis Type.
The cost summary code is a single character and must be selected from one of the existing codes. A single-left-click of the ellipsis button to the right of this field displays a Cost Summary Codes List Box that enables selection from the current available codes:
A Buying Costs
B Motor Club
C Collect / Deliver
D Selling Costs
H Hired In
I Insurance
L RFL Spend
M Mechanical Repair
N Unknown Code
S Servicing
T Tyres & Punct
V Relief Costs
h Hired Out
m MOT
t Tachograph Serv
Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Analysis Types form.
Enables the analysis type to be allocated to the appropriate invoice type. The Invoice Type must be selected from one of the existing codes. A single-left-click of the ellipsis button to the right of this field displays an Invoice Types List Box that enables selection from the current available codes.
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Analysis Type form and returns to the Miscellaneous Options Menu.
Provides online access to a context sensitive Help form.
Enables the creation of an additional Analysis Type. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Analysis Type code is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Analysis Type code so that only required values need be edited.
Provides the facility for editing the set-up options of the current Analysis Type record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Analysis Type code record.
If an analysis type code is deleted it may render one or more Analysis Codes useless. Do not use the delete option before checking to see if the code to be deleted occurs in any of the Analysis Codes.
On first accessing the Analysis Type form this command button is greyed-out. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
On first accessing the Analysis Type form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record e.g. "Record Secured OK"
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form.
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current Analysis Type code record.