Class PM

Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.

The Class PM tab enables you to specify overrides for specific equipment units. These overrides can cause the system to consider the unit due for PM (regardless of the next PM due date).

The overrides apply to equipment units that have a PM program type of CLASS on the Basic Info tab. If the equipment unit has been assigned to an equipment class for PM program on the Classes tab for which the Class PM Service Pattern tab on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen specifies data, that data displays on this tab. The information may be overridden by meter and fuel quantity overrides specified on the Meter Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.

Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, serial number, asset category ID, SLA equipment category, assigned repair location ID, and department ID, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.
Note: Filtering data based on fuel/fluid type uses the information in the Supported fuel/fluid types screen group on the Codes tab.

The Asset Primary screen supports department-level and location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.

Detail View Header

The field in the top section of this tab defines the data that displays.

Equipment ID

Identifier of the equipment unit currently selected in the grid or that you are defining. This field has a list box. If the ID is already defined, the equipment unit year, manufacturer, and model display to the right of the ID.

When you insert an equipment unit with an asset category that supports automatic numbering and this field is blank, the system generates an equipment ID that follows the format specified in the Custom ID structure field on the Data -> Equipment Units -> Setup -> Asset Categories screen. If you specify an ID and the equipment’s asset category supports automatic numbering, the ID is not overwritten.

Whether an asset category supports automatic numbering is specified on the Data -> Equipment Units -> Setup -> Asset Categories screen.

Asset type

The type of asset.

Detail View

The data in the fields at the bottom section of this tab define information about equipment units in regard to their class PM program. Unless otherwise indicated, these fields are required.

Next PM service number

Slot number of the next PM service to be performed on the unit.

Note: If there is a check in the Automatically start class PM schedule when equipment unit becomes active field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen and the PM program type is CLASS, this field is set from 0 to 1, but only if the class PM schedule was not started manually.
Tip: If a work order for the next PM service due has a status of either OPEN or WAIT FOR EQUIP, the work order ID and status are concatenated and display in the unlabeled field to the right.

PM service

Preventive maintenance (PM) service level (designated by the letters A to Z) or inspection type that corresponds to the value in the Next PM service number field. The service description displays to the right of the field. Display only.

Next PM due date

Date on which the next PM service is due on the equipment unit. Calculated as (last PM start of meter reading 1 and 2) - (previous total of meter reading 1 and 2) + (meter override). The system computes the due date for the next PM/inspection service on an equipment unit once the work order is FINISHED.

Note: If there is a check in the Automatically start class PM schedule when equipment unit becomes active field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen and the PM program type is CLASS, this field defaults to the in-service date plus the class interval, but only if the class PM schedule was not started manually.

Last performed

Last date on which the PM service was performed. This field updates automatically when you use the Update PM schedule fields on the Basic Info and Tasks tab of the Data -> Shop Activity -> Work Order Center screen to update schedules for task IDs that are inspection services. Display only.

Service: Identifier or description of the PM service last performed. This field is display only.
Work order ID: Identifier of the work order for which the PM schedule was last updated. The ID consists of the identifier of the work order’s assigned shop, the year the work order was opened, and the work order number. This field has a zoom button to the Data -> Shop Activity -> Work Order Center screen. Display only.
Date source: Source of the last update of the PM schedule. The values are UNIT IN, FIRST LABOR, WORK FINISHED, IN SERVICE, or SCHEDULED. This field is display only.

PM overrides

If there are values in these fields when a determination is made whether an equipment unit is due for PM, overrides set for the equipment unit's class for PM program are ignored and the values specified in this field are used. Overrides are set using the PM fuel quantity override and PM meter override fields on the Meter Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.

Meter 1 and 2: Number of meter units on the appropriate meter since the last PM service at which the equipment unit becomes due for PM, if that quantity of meter units elapses before the next PM due date or the equipment unit consumes fuel in excess of the fuel quantity. This value is used for the unit's matching meter-type. This field is optional.
Fuel qty: Quantity of fuel used since the last PM service at which the equipment unit becomes due for PM. If the quantity is used before the next PM due date or meter readings that would make the unit due, this value is used. This field is optional.

Life meter last performed

Meter 1 and 2: Life meter 1 and 2 readings on the unit the last time this PM service was performed.

Life meter last PM start

Meter 1 and 2: Life meter reading on the unit's appropriate meter at the time of its last PM. This field is useful when you first implement the system and when you change the PM schedule data for a unit.

Note: If a meter rolled over or was replaced after the work order was opened, the life meter from the work order is used to update the PM schedule.

Next PM due at meter reading

Meter 1 and 2: Reading on the appropriate meter at which time the next PM service is due on the equipment unit.

Note: If there is a check in the Automatically start class PM schedule when equipment unit becomes active field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen and the PM program type is CLASS, this field defaults to the meter reading at the time of insert, but only if the class PM schedule was not started manually.

Quantity fuel used since last PM

Fuel Qty: Amount of fuel this unit used since its last PM. This field is useful when you first implement the system and when you change the PM schedule data for a unit. This field is optional.

Note: This field updates automatically only when the transaction date on the fuel ticket is later than or the same as the last performed date for equipment units with a Class PM program type.