Status (Fleet Equipment) |
Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.
The Status tab enables you to define status information for equipment units.
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 Fleet Equipment screen supports location level and department-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 equipment unit currently selected in the grid or that you are defining. This field has a list box. 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 Asset Categories screen.
Data in the fields in the bottom section of this tab define status information for equipment units. Unless otherwise indicated, these fields are required.
Life cycle status code ID
Identifier of the user-defined life-cycle status code (refer to the Data -> Equipment Units -> Setup -> Life-Cycle Status Codes screen). Required to insert an equipment ID. Equipment units are tracked through their entire life cycle, from ordering to disposition, by their life-cycle status code ID. This field has a list box. The life-cycle status description displays to the right of the ID.
The authorization settings for an equipment ID (see the Authorization tab), as well as the unit's life-cycle status, control whether a unit can have fuel, usage, or work orders, or be assigned to a motor pool. To assign the unit to a motor pool, the Status category field on the Life-Cycle Status Codes screen must indicate that the unit is ACTIVE.
Equipment to be assigned to an Equipment Planning project for replacement must have a life-cycle status code that matches the one in the Life-cycle status code ID field on the Equipment Replaced tab of the Data -> Equipment Management -> Planning -> Projects screen.
Use the PROCUREMENT life-cycle status code to enter a new vehicle.
Do not change this ID to one that does not have a check in the Status denotes that unit is active field (on the Life-Cycle Status Codes screen) until you are certain that you have run the end-of-period equipment usage for month processing after posting all usage ticket charges for the equipment unit. That processing excludes equipment units assigned to life-cycle status IDs which do not designate that the equipment unit is active.
Note: You cannot change the life-cycle status from one that denotes the equipment is active to one that denotes the equipment is not active if:
There is a work order in OPEN status for the unit
There is a work order in WORK FINISHED status for the unit
There is a work order in PENDING status for the unit
There is a Call Center work order in OPEN status for the unit
If you change the life-cycle status code from one that denotes the equipment is active to one that denotes the equipment is inactive, a check displays in the Exclude from inventory lists field on the Authorization tab.
The Equipment Count tab on the Equipment Units -> Setup -> Options screen displays the current count of active equipment units.
Service status
Latest value of the equipment unit’s service status set on any work order for the unit. Display only from the Service status field on the Basic Info tab of the Work Order Center screen.
Note: The value that displays depends on the value in the Default service status from field on the Work Orders - Defaults tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Number of open work orders
Number of work orders open for the equipment unit (this count is maintained for all units). This field is display only.
Date and time of last yard check
Date and time an employee last downloaded yard check information from a hand-held device. Must be a valid date and earlier than or the same as the current date and time. This field is optional.
Note: This field updates automatically when you use the Data -> Data Capture -> Hand-Held Devices screen to process data with an indirect time code ID of 15.
Unit available for repair or PM
If this field has a check, the unit was marked Available for repair at the date and time of the last yard check.
Equipment status
Status of the equipment unit for SLA (service level agreement) purposes. This field has a list box. This field is updated when end of day processing is performed. Equipment statuses include the following values:
IN SERVICE – This is the default.
OUT OF SERVICE
AVAILABLE FOR PM
NOT FOUND
IN SHOP
WORK FINISHED
AWAITING TRANSFER - SHOP
AWAITING TRANSFER - USER
The following actions cause these values to be updated:
Shop personnel declare or stop a delay on the Delay tab of the Data -> Shop Activity -> Work Order Center screen, which has been defined as the work delay ID for waiting transfer (user or shop responsibility). Refer to the Special Items tab of the Data -> Shop Activity -> Setup -> Options screen.
Shop personnel check the Date and time finished field or the Date and time closed field on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen.
Status
User-defined code to indicate status of the equipment unit. This field is optional.
User status 1
You can use this field for any purpose. This field is optional.
User status 2
You can use this field for any purpose. This field is optional.
User status 3
You can use this field for any purpose. This field is optional.
Parking stall
Identifier of the parking stall to which the unit is assigned. This value displays in the Parking stall field on the Dispatch tab of the Data -> Equipment Activity -> Motor Pool -> Motor Pool Center screen. You can change it on either screen. This field is optional.
Condition rating
The rating of the equipment's current condition. This field has a list box. This field is optional. Condition ratings are defined on the Condition Ratings screen.
Study code
You can use this field however you want. This field is optional.
Cost center
Cost center to which the equipment unit is assigned. This field is optional.
Radio number
Number of a radio or similar item of equipment installed in this equipment unit. This field is optional.
Has tachometer
If this field has a check, the equipment unit has a tachometer installed. This field is optional.
Ready for disposition
If this field has a check, the equipment unit is ready for disposition. When users open a work order for this unit, a warning message indicates that the unit is ready for disposition.
Usage tickets posted since last End-of-Period Equipment Usage processing
If this field has a check, a usage ticket charge for the equipment unit has been posted since end of period equipment usage for month was last processed from the System Mgmt -> End of Period screen. This field is display only.
This information is used if you bill departments or agencies for equipment use, as opposed to billing for reimbursement of costs incurred.
Meter readings posted since last End-of-Period Equipment Usage processing
If this field has a check, a meter reading was recorded on the Data -> Equipment Activity -> Usage -> Meter Readings - Assignments -> Usage screen for the equipment unit since the last end-of-period Equipment usage for month was processed from the System Mgmt -> End of Period screen. This field is display only.
This information is used if you bill departments or agencies for equipment use, as opposed to billing for reimbursement of costs incurred.