Inspections |
Most components, such as computers, sanders, and plow blades, are physically inspected to check for wear. The Inspections tab enables you to view and record information about component inspections and set up inspection schedules.
If the Update PM schedule field on the Tasks tab of the Data -> Shop Activity -> Work Order Center screen specifies YES, then the date last scheduled, last performed, and work order ID is updated on this tab and a new next due date is calculated on the interval. If the Update PM schedule field specifies NO, then this tab will not be updated.
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.
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.
Data in the fields in the bottom section of this tab provide information about the component's inspection and schedule. Unless otherwise indicated, these fields are optional.
Next statutory inspection
Fields that indicate when the next required inspection is due. You can specify the date by month, year, interval, or specific month (or combination of months).
Statutory inspections display on both the Data -> Equipment Management -> Equipment Due for Service/Inspection - by Equipment and Equipment Due for Service/Inspection - by Location screens. When a work order is opened, the Messages tab on the work order screens display information about statutory inspections that are due. Statutory inspections display only when due.
Periodic inspections display as due only during the applicable month (or months). They display on the Data -> Equipment Management -> Equipment Due for Service/Inspection - by Equipment and Equipment Due for Service/Inspection - by Location screens.
Month
Numeric month of the next inspection. The maximum field length is two characters.
Year
Numeric year of the next inspection. The maximum field length is four characters.
Interval ____ months
Number of months that may elapse before the next inspection is due. The maximum field length is two characters.
Inspection month
Name of the month (or months) during which the inspection is due. This field includes an extensive list of choices.
The Additional inspections screen group displays inspections that are in addition to those already specified. Unless otherwise indicated, these fields are optional.
Additional inspections display on the Data -> Equipment Management -> Equipment Due for Service/Inspection - by Equipment and Equipment Due for Service/Inspection - by Location screens. When a work order is opened, the Messages tab on the work order screen displays information about additional inspections that are due. They display as tasks on the work order.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Inspection service
Type of inspection that was performed. This field has a list box of active inspection service task IDs that are currently supported by the component's equipment class for PM.
Last scheduled
Date that the inspection was last scheduled. This field is display only.
Last performed
Date that the inspection was last scheduled. This field is display only.
Work order location ID
Identifier of the work order location. This field is display only.
Work order year
Year that the work order was opened. This field is display only.
Work order number
Work order number. This field is display only.
Next due
Date of the next inspection in MM/DD/YYYY format. This information displays on both the Data -> Equipment Management -> Equipment Due for Service/Inspection - by Equipment and Equipment Due for Service/Inspection - by Location screens.
Number of time units
Number of time units to elapse between consecutive performances of this service on the equipment unit. Each PM service has its own interval between performances. If the Classes tab assigns the equipment unit to an equipment class for PM program, the default is the value specified on the Individual PM Service Schedule tab on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen (if any).
Time unit
Measurement of time to use for the number of time units. This field has a list box:
DAYS
WEEKS
MONTHS
END OF MONTH
FIRST OF MONTH
PER WEEK
PER MONTH
PER YEAR