Basic Info

The Basic Info tab enables you to define identifying information about components.

Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, part ID/suffix, PM program class, SLA equipment category, assigned repair location ID, and operator ID/name, 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 Primary Information 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 component currently selected in the grid or that you are defining. The number of components you can insert into the system is dependent on your organization's license. This field has a list box. If the ID already exists, the component year, manufacturer, and model display to the right of the ID.

When creating equipment IDs, you must use valid bar code characters.

When you insert a component 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 the asset category does not support automatic numbering, the equipment ID is based on either part/location settings or system settings. If you specify an ID and the component’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.

Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.

Detail View

Data in the fields in the bottom section of this tab define basic information about the component. Unless otherwise indicated, these fields are required.

Model year

Four-digit model year of the component. The earliest acceptable date is 1753, and it may not be later than the current year plus the value in the Maximum number of future years for valid equipment year field on the More Info tab of the Data -> Equipment Units -> Setup -> Options screen.

Manufacturer ID

Valid manufacturer of the component. This field has a list box. The manufacturer name displays to the right of the ID. Equipment manufacturers are defined and activated on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen.

Model ID

Valid model name of the component. This field has a list box. The model name displays to the right of the ID. This field has a maximum character limit of 30. Equipment models are defined on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen.

Equipment type

Type of equipment. This field has a list box. The equipment type description displays to the right of the ID. This field also has a Zoom button to the Data -> Equipment Units -> Setup -> Equipment Types screen.

The system uses this item to associate parts used with components and to assist in identifying parts no longer required in inventory after the organization disposes of components.

Description

Description of the component. Free-format area.

PM program type

Type of preventive maintenance (PM) program to which the component is assigned in order to specify the types of meter the unit has. This field has a list box.

CLASS : This is the default.
The class PM program sets up a single next PM (preventive maintenance) service and due date for the equipment class to which this unit belongs. The Class PM Service Pattern tab on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen defines a sequential pattern for PM services for the class.
To use this option, a PM program must be defined for the class, the number of PM services in one cycle must be at least 1, and the next PM service number must be between 1 and the number of services set for the class.
When the next scheduled PM is automatically updated for an equipment unit on a class PM program, the service being performed is compared to the next service due for the unit. If the services are different, the next service due for the unit is reset (before the scheduled update process occurs) to the next occurrence in the service sequence of the service being performed. The next PM date and service are reset according to the PM schedule for the unit’s class, and the meter reading (or readings) at the last PM is updated to the meter reading (or readings) entered on the work order.
The application does not update PM schedules until you finish or close the work order for the following reasons:
- Assurance of accurate meter readings. (Meter readings are typically not confirmed until the work is complete.) If you decide to not perform the PM work, you can delete the work order without finishing or closing it. The schedule will not be updated and therefore will not reflect work performed that was actually postponed.
- Automatic update of PM schedules at work order close ensures that the schedule is always up-to-date.
NONE: Units assigned to the same PM program class (refer to the Classes tab) can have different program types.

Serial number

Serial number of the component. If there is a value in this field, the combination of serial number, manufacturer ID, and model must be different than the combination of these values for all other components. Maximum field length is 50 characters.

This field is required. If the Part ID field has a part entered, the serial number must match a serial number for that part. If the Part ID field is blank, you can enter any serial number in this field.

Asset number

Asset number of the component. The maximum field length is 20 characters. This field is optional.

Part ID

Identifier of the part, which defines the component as a stocked serialized component. This field has a list box. Part IDs and suffixes associated with components must be serialized.

Part suffix

Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. The part suffix must be valid for the value in the Part ID field.

Position

Position on the parent equipment unit in which this component is installed, if there is an ID in the Part ID field to indicate that the component is a serialized component. This field has a list box.

Associated file

Path and filename

Path and file name of a file associated with the work order. This is useful if you want to associate a procedures document, diagram, schematic, and so forth with the task. This field has a Zoom button to the file.

Description

Description of the file associated with the work order.

Financial project code

The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets. Once selected, the description of the chosen code will populate in the description field.