C. Manage Purposes, Trades, and Budget Codes

Manage Purposes (Optional):

1. Select Admin > District Setup > Manage Purposes

mlw-add-purpose

2. Select the (New Organization) Plus Icon to add a new Purpose.

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Right click and select open in new tab to view full size

3. Enter the Purpose name and select the Save button.

Examples of Purposes:

Repair
Vandalism
Inspection
Security
Inventory
Help
Event
Cleaning
Cosmetic
Maintenance

4. Repeat Steps 1-3 for any new Purposes.

Manage Trades:

1. Select Admin > District Setup > Manage Trades.

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Right click and select open in new tab to view full size

2. Select the (New Organization) Plus Icon to add a new Trade.

Trade MLW

3. Enter the name of the Trade, select the Trade Type (Maintenance of IT), and select the Save button.

Example of Maintenance Trades:

Cabling
Carpentry
Ceiling
Clocks/Bells
Custodial
Doors and Hardware
Electrical
Equipment Maintenance
Event Break Down
Event Setup
Flooring
General Maintenance
Glass/Window Repairs
Grounds
Hazmat/Waste
Heating/Cooling
Keys and Locks
Lighting
Moving
Painting
Pest Control
Plumbing
Pool
Supplies/Equipment
Walls

Example of IT Trades:

Audio/Visual
Email
Event Setup
Hard Drive
Interactive White Board
Internet Connection
Internet Filter
Laptop
Miscellaneous/Questions (IT)
Mouse
Internet Connection
Password
Printers
Projector
Server
Software Application
Student Database
Telephone Services
Virus

Website

4. Repeat Steps 1-3 for any new Trades.

Manage Budget Codes:

1. Select Admin > District Setup > Manage Budget Codes

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Right click and select open in new tab to view full size

2. Select the (New Organization) Plus Icon to add a new Budget Code.

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Right click and select open in new tab to view full size

3. Enter the Budget Code name, description, and select the Save button.

4. Repeat Steps 1-3 for any new Budget Codes.

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