Equipment |
The Equipment tab enables you to specify, for reporting purposes, which asset (or assets) contributed to an incident's occurrence. Also, if an incident requires that an operating restriction be placed on a particular equipment unit, you can open a new service request from this tab.
Note: If an incident is closed, it cannot be modified. You must change the status to something other than CLOSED before you can modify the data.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on incident ID, type, status, equipment ID, symptom, responsibility, a range of occurred dates and reported dates, and trip ID, among other values.
The fields in the top section of the Equipment tab display the incident ID, the name of the user who recorded the incident, and the incident type. These fields are display only.
Incident ID
System-assigned identifier for the incident.
Entered by
Identifier of the user who initially entered the incident. The user's name displays in the unlabeled field to the right.
View details
This incident management screen displays all types of incidents. To view details specific to an incident that has a type other than INCIDENT, click the View details button. The appropriate incident screen will appear. For example, if the incident type is UNUSUAL OCC, you can click the View details button to access the Data -> Incident Management -> Unusual Occurrences screen for the incident.
Incident type
Overall category for the incident. This field has a list box:
INCIDENT -- default
DELAY
UNUSUAL OC
ACCIDENT
INJURY
ALARM
The fields in the bottom section of the tab enable you to view detailed information about the equipment involved in the incident, including ID, year-manufacturer-model readings, work location ID, and service status. You can also generate a service request or work order for an equipment unit in the list.
Populate equipment IDs from trip
If equipment was assigned to the trip associated with the incident, you can press the Populate equipment IDs from trip button to automatically populate the screen group with all equipment units from the trip record.
Delete
If this field has a check, the entire row will be deleted when you click Save.
Equipment ID
Identifier of the equipment associated with the incident. This field has a list box. If a consist was entered, the list is limited to equipment IDs on the consist. This field is required if any other fields in the row have data entered (including one or more of the check boxes).
Year-manufacturer-model-meter readings
Year, manufacturer, model, and meter readings for equipment. This field auto-populates after you specify an equipment ID.
Caused by
If this field has a check, the equipment unit caused the incident. (Used for reporting purposes.)
Open service request/defect
If this field has a check, a service request is automatically generated for the equipment unit.
If this is a new service request, information in the Reported by name (listed as contact name on the new service request), Incident ID, Comment, and Date/time reported fields is automatically copied to similar fields on the Service Requests/Defects screen. If the incident repair reason is blank and there is a value in the Other field on the Repair Reasons tab of the Data -> Shop Activity -> Setup -> Options screen, it is listed as the repair reason on the service request.
If there is a PENDING service request (not already assigned to another work order) for the same equipment ID with the same incident ID, that service request is automatically assigned to the new work order created from this incident.
Open work order
If this field has a check, a work order is automatically generated for the equipment unit. The status of the new work order is automatically set to OPEN.
If this is a new work order, information in the Incident ID, Comment, and Date/time reported fields is automatically copied to similar fields on the work order screens. If the incident repair reason is blank and there is a value in the Other field on the Repair Reasons tab of the Data -> Shop Activity -> Setup -> Options screen, it is listed as the repair reason on the work order.
If there is a PENDING service request (i.e., one not already assigned to another work order) for the same equipment ID with the same incident ID, the system automatically assigns that service request to the new work order created from this incident.
WO location ID
Identifier of the repair location. After you specify an equipment ID, this field auto-populates with the repair location assigned to the unit, but you can change it.
Service status
Equipment's repair status. This field has a list box.
If a status is entered, it displays on the generated work order.
If a status is not entered but the work order location has a default service status, that information displays on the generated work order.
Note: This field may populate automatically depending 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.
Work order status
Status of the work order associated with the equipment's repair. This field has a list box:
OPEN (default): The work has not yet been completed
PENDING: Shop personnel are waiting for the equipment unit to arrive at the shop
Comments
Free-form text field in which you can type comments. The maximum field length is 60 characters.
From segment ID
Required and must be defined asset.
From marker ID
Required and must be defined for segment.
From offset
Offset must be within linear asset bounds.
To segment ID
Required and must be defined for asset.
To marker ID
Required and must be defined for segment.
To offset
Offset must be within linear asset bounds.