Steps in the screenshots correspond to the numbers in the headings.
You can add equipment during the Creation or Editing process of Job Plans. The Equipment Screen is viable on Site Job Plans, but NOT on master job plans, as master job plans are used across multiple sites and therefore equipment would not be relevant.
When copying a job plan, the equipment does/does not copy over. You can easily edit any equipment that is present on a Job Plan as equipment is added or decommissioned from your site.
One thing to keep in mind. Adding the equipment to the Job Plan does NOT remove the step of adding the Job Plan to the PM Contract. That step still must be completed for PMs to function. What adding the equipment does is create a record that ties the Job Plan to the Asset ID, Manufacturer, etc, and sets up another link in your search history.
In our example, we are going to search for a Fanuc Robot Job Plan, and associate equipment with the plan.
1. Select the Job Plans button.
2. Click on the funnel icon to bring up the filters.
3. Under the Description filter, change the drop-down to Contains and type Eye Wash.
4. Hit Apply.
The Enter key does not work. You must hit the Apply button for changes to take effect.
5. The Results will populate.
6. Click on the three dot icon at the end of the line and choose Manage Equipment from the drop down.
The equipment screen loads. You can see that you are in the Edit mode for the Job Plan - the number you selected from the Grid.
7. The Equipment screen is split in half. The left side shows all of the available equipment at your site.
8. By default, the Asset ID is listed, but if you prefer to see the Asset description, you can change it by clicking on the Tag icon next to the filter.
9. The model is listed.
10. As you might have guessed, the checkbox in front of the Asset ID will be used to select the equipment.
11. The sub-location is listed. If three dots are shown, it means there is additional information that does not fit in the column width.
Much like with Excel, you can expand the column width by dragging the faint gray lines next to the column names.
12. The last column has an "eye" icon. Pressing this will take you to the equipment record in the tech portal.
13. In the center of the page are the Add and Remove buttons which allow you to move selected equipment over to the right-hand side.
14. The right side is for Selected equipment - the equipment that you are going to tie to this Job Plan.
As opposed to scrolling through pages of equipment, the easiest way to search for equipment is to use the filters. There are a number of ways for you to get to the information.
15. Click on the funnel icon to bring up the filters.
16. In the screenshot below, I entered Contains and 'wash' in the description.
17. I hit apply.
18. Multiple results were returned.
19. Once you have found the equipment you want to add, click the boxes in front of the equipment.
20. The "Add" button becomes active. Click it to move the equipment over to the Selected Equipment Panel.
If you want to remove one or more of the items from the selected list, simply click the box in front of it and choose remove.
21. If you are satisfied with the results, hit the Save button.
22. A confirmation message tells you that the Job Plan has been successfully updated.
23. To return to the grid, either click the button or use the Red X in the upper right corner.
0 Comments
Add your comment