Criteria (Multi-unit Projects - Primary Information) |
The Criteria tab displays the criteria used to add equipment units to a project. Whenever a new equipment unit is added or the attributes of an equipment unit are changed to meet the criteria of an open project, the equipment is automatically added to the project and a work order or service request is generated if one has already been generated for other units in the project.
If there is a check in the Save multi-unit project equipment list criteria field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen, the criteria are used to add equipment units to a multi-unit project.
If you add an equipment unit that has the same criteria as an active multi-unit project, the equipment is added to the project equipment list.
If you edit an existing equipment unit such that its criteria match those of an active multi-unit project, the equipment is added to the project equipment list.
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. This tab displays a maximum of 500 group rows.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on project ID, originator, begin/completion date, campaign number, and account ID, among other values.
The fields in the top section of this tab define the data that displays.
Project ID
Identifier of the project currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the project description displays to the right of the ID.
Status
The status of the project. This field is display only.
PENDING: There are no work orders or service requests associated with the project; the work orders or service requests associated with the project have a status other than CLOSED
COMPLETED: The work orders or service requests associated with the project have a status of CLOSED
The fields in this screen group display the criteria used to add a unit to a project. All fields are display only.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Manufacturer
Identifier of the equipment manufacturer. Equipment manufacturers are identified on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen.
Model
Identifier of the equipment unit model. Equipment models are identified on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen. This field has a maximum character limit of 30.
Year
Year (in MMDDYYYY format) that the equipment was built.
From serial no
First number in the range of serial numbers associated with this part. Serial numbers are recorded on the Data -> Part Items -> Serialized Parts screen.
To serial no
Last number in the range of serial numbers associated with this part.
Assigned PM location
Identifier of the shop location designated to perform preventive maintenance. The assigned PM location is specified on the Locations tab of the Data -> Equipment Units -> Fleet Equipment screen.
Assigned repair location
Identifier of the shop location designated to perform repairs. The assigned repair location is specified on the Locations tab of the Data -> Equipment Units -> Fleet Equipment screen.
Department ID
Identifier of the department that owns or uses the equipment. Department IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Departments -> Primary Information screen.
SLA equipment category
Service-level agreement equipment category. SLA equipment categories are designated on the Classes tab of the Data -> Equipment Units -> Fleet Equipment screen.
Equipment class maintenance
Equipment class to which the unit is assigned for maintenance cost tracking and analysis. The equipment class for maintenance is designated on the Classes tab of the Data -> Equipment Units -> Fleet Equipment screen.
Equipment class for PM
Equipment class to which the unit is assigned to identify the applicable preventive maintenance (PM) program. The equipment class for PM is designated on the Classes tab of the Data -> Equipment Units -> Fleet Equipment screen.
Life cycle status code ID
Identifier of the equipment unit status, such as planned, on hold, active, retired, or disposed. Life-cycle status code IDs are defined on the Data -> Equipment Units -> Setup -> Life-Cycle Status Codes screen.