Authorization |
Note: Non-linear assets do not display on this screen. Use the Data -> Equipment Units -> Fleet Equipment screen.
The Authorization tab enables you to display and define the authorization settings for a linear asset.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on equipment ID, model information, class information, segment ID, to/from marker ID, and to/from offset, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a range, any record that crosses any part of that range will be displayed.
The Primary Information screen supports 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 defaults from the information entered on the Basic Info tab. The field is read only.
Equipment ID
Identifier of the equipment unit currently selected in the grid. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
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.
Asset type
The type of asset.
Data in the fields in the bottom section of this tab define the authorization settings for a linear asset. Unless otherwise indicated, these fields are optional.
Work orders
If this field has a check, you can open work orders and schedule PM or inspection services for this linear asset.
Tip: If there is a check in the Default authorization checkboxes when equipment changes from or to active status field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen, a check displays in this field automatically whenever a linear asset's life-cycle status changes to ACTIVE. If the life-cycle status changes to a value other than ACTIVE, this field clears.
Usage tickets
If this field has a check, usage tickets for the linear asset may be processed. The asset must have a life-cycle status code (specified on the Status tab) that has a check in the Status denotes that unit is active field on the Data -> Equipment Units -> Setup -> Life Cycle Status Codes screen.
Tip: Do not remove the check from this field unless you are certain that you have run the end-of-period equipment usage for month processing after posting all usage ticket charges for the linear asset. That processing excludes linear assets that are not currently authorized for usage tickets.
If the field is blank, usage tickets for this linear asset may be processed only if there is a check in the Process usage transactions for unauthorized equipment assets field on the Data -> Equipment Activity -> Usage -> Setup -> Options screen. In this case, the tickets are identified by Y in the equip_not_authorized column in the Usage Tickets (USG_MAIN) table.
Tip: If there is a check in the Default authorization checkboxes when equipment changes from or to active status field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen, a check displays in this field automatically whenever a linear asset's life-cycle status changes to ACTIVE. If the life-cycle status changes to a value other than ACTIVE, this field clears.
Test equipment
If this field has a check, the linear asset is used to perform tests on other linear assets.
Work order approval level
Minimum dollar amount on work orders that require approval before the repair work can begin on this linear asset.
If the estimated cost of work on a repair order is equal to or greater than this amount, a message displays on the Messages tab on the Data -> Shop Activity -> Work Order Center screen to indicate that approval from the department responsible for the asset must be recorded on the work order before you can enter labor, parts, or commercial charges against the work order.
Device ID
This field is intended for generic use as needed and additionally supports integration with third-party solutions. It is a free-form field and allows mixed case data.
Exclude from cost reports
If this field has a check, this linear asset is not included when equipment cost reports are generated.
Exclude from exception reports
If this field has a check, this linear asset is not included when equipment exception reports are generated.
Exclude from inventory lists
If this field has a check, the equipment ID is excluded from the Equipment ID list boxes on the following screens:
Data -> Equipment Activity -> Service Requests/Defects
Data -> Equipment Activity -> Fueling -> Internal Fuel Tickets
Data -> Equipment Activity -> Fueling -> External Fuel Tickets
Data -> Equipment Activity -> Usage -> Usage Tickets
Data -> Equipment Activity -> Usage -> Meter Readings - Assignments - Usage
Data -> Equipment Activity -> Usage -> Multi-state Usage
Data -> Equipment Activity -> Testing -> Test Results
Data -> Equipment Activity -> Special Fees -> Special Fee- Detail
Data -> Equipment Management -> Work Order Summary
Data -> Shop Activity -> Work Order Center
Data -> Shop Activity -> Work Order - Short Form
Data -> Call Center -> Call Center
Data -> Parts Activity -> Direct Issues
Data -> Data Capture -> Hand-held Devices
Tip: If there is a check in the Default authorization checkboxes when equipment changes from or to active status field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen, this field clears automatically whenever an equipment's life-cycle status changes to ACTIVE. If the status changes to a value other than ACTIVE, a check displays in this field.
Exclude from replacement analysis modeling
If this field has a check, this linear asset is not included when usage costs for replacement analysis are calculated.