Latest revision as of 06:23, 16 October 2024

42Q Home > Shop Floor Control > Configuration > CMMS Asset

Shop Floor Control Configuration CMMS Asset Version MES 15.82 Revision I1

Introduction

The Asset module is designed for administrators. Within CMMS Asset, approved users can configure details related to a plant's assets, and perform administration-related actions. There are sub-modules in the Asset portal available to the system administrators. Each submodule is described in detail within this work instruction.

Sub-module Name	Function
Asset	The main purpose of this submodule is to manage all details of a company's assets. Administrators can create, edit, and delete the list of assets.
Production Line	The main purpose of this feature is to add, edit and disable a production line. Administrators configure all details associated with a production line to include: line name, building, shop floor, and location.
Location	The main purpose of this feature is to add, edit, delete and disable a location. Plant personnel manages locations according to the group, production line, and asset.
Asset Type	The main purpose of this feature is to manage a company's asset types. Managers can add, delete, and edit asset types.
Checklist	The main purpose of this feature is to add, delete and edit maintenance checklists for asset types/assets.
Problem	The main purpose of this feature is to create, edit, delete and disable problems. Problems are defined as the parts that went wrong in some manner, which include software problems and hardware problems. Each problem is assigned a Problem Code. A problem can belong to multiple categories; however, it can only belong to one problem type.
Problem Type	The main purpose of this feature is to create, delete, edit, or disable problem types. Administrators can assign problem codes, names, and descriptions to new problem types, edit existing problem codes; and change a problem code's status from active/inactive.
Problem Category	The main purpose of this feature is to create, edit and delete a category. Problem categories are divided by problem attributes. Problem categories include manufacturing problems, production problems, process problems, quality problems, energy problems, system problems, and material problems. Administrators can add or delete a new Problem Category or edit the parameters of an existing problem category.
Asset Mapping	The Asset Mapping submodule is used to identify shop floor location details (Client ID, Device ID, Location Name) of a given asset.
Import Mapping	Import Mapping provides an option to batch import client Ids and location details to numerous assets at one time. The system validates the data against existing data.
My Asset	My Asset submodule supports the same functions as Asset Submodule; the difference between them is that My Asset Submodule only displays assets assigned to the current user whose group category is Asset Using Group or Asset Owning Group.
Asset View	Asset View provides a complete list of asset details. This is a view-only screen.
Event Code	In this module, users can define the event code with the event name and the asset status, such as Running, Spare, n Maintenance, Setup, Idle, and Calibration. The system will match the asset status once it receives the event code.
Repair Category	The main purpose of this feature is to create, edit a repair category. Administrators can add a new Repair Category or edit the parameters of an existing repair category.
Repair Code	The main purpose of this feature is to create, edit and disable repair codes.
Spare Parts Usage	The main purpose of this feature is to view, bulk upload the spare parts usage.

Figure 1: CMMS Asset Module

Asset

The Asset sub-module allows users to view assets and to perform various tasks related to asset management. Users can search/filter the Asset List; add/edit assets; export/copy asset information onto local drives, and view details of a specific asset. Users can define the calibration, maintenance, and attachment information for the assets.

1. To access the CMMS Asset sub-module, navigate to Shop Floor Control > Configuration > CMMS Asset.

2. The Asset List displays all existing assets.

Figure 2: Asset List Page Main Menu

Search/Filter Assets

Under the Asset sub-module, users can search and filter the assets list. To search/filter the entries in the list:

1. Specify the search criteria by using the filters provided:

Asset ID
Asset Name
Line Name
Asset Serial Number
Supplier
Asset Type
Status
Calibration Needed
Customer Owned
Manufacturer
2. Select the search icon (e.g. magnifying glass).

More View Features

Users can hover over data in any of the columns of CMMS Asset to view the field in hover view.

Figure 3: Hover Feature in CMMS Asset View

Export Assets

Users may export asset information as a .csv file

Select the ... icon on the top menu bar.
Choose the Export All Columns or Export Visible Columns.
Information will automatically download onto the user’s local drive.
The user may then rename, save, print, or share as desired.

Figure 4: Export Asset

Add Assets

Under the Asset sub-module, users can add assets to the asset list. To add an asset:

1. Select ADD ASSET from the top right menu. The Add Asset window appears.

Note: Configuration can be completed within either the add or edit functions. Configuration tasks can also be completed within the Work Order & Preventive Maintenance module. (Administration > Shop Floor Control > Configuration > Work Order & Preventive Maintenance).

Figure 5: Add Asset

2. Enter the asset Basic information into the appropriate fields:

Asset ID: Enter the asset ID number here. Take note that the asset ID cannot be changed or edited once it is established in the system.
Asset Name: Designation for the asset.
Asset Type: The asset type for a group of assets (e.g. reflow ovens, test equipment) Multiple configurations can be configured according to asset type (groups, assets, checklists, etc.) - adding asset types saves significant setup time.Select Asset Type from the drop-down list.
Status: Asset status can be:
- Running: Asset is currently running on the line.
- Obsolete: An asset that has been temporarily or permanently moved from production.
- Spare: Asset is not currently in production, but is available for use if needed.
- In Maintenance: The tool is currently being maintained by PM plan.
- Unscheduled Down: Asset breaks down unscheduled.
- Scheduled Down: Asset is down scheduled.
- Setup: Asset is currently waiting for running because of setup.
- Idle: Asset is not in use.
- Calibration: The Asset is under the calibration process.
- To be reviewed: This status happens when the tooling maintenance work order is not conducted till the milestone reaches or maximum usage has reached but the engineer wants to double check before scrapping.
- Default value = To be reviewed.
Asset Photo: An image of the asset for easy identification. Users Browse and Upload Asset images from their local drive, then to view the image.

Enter the Advanced information into the appropriate fields:

Plant: Plant where the Asset is located.
Line Name: Production line where the asset is located.
Location Number: The numbered ID associated with the Location for that asset.
Location: Location for the asset. There are 3 levels available for use: Building, Floor, and Shop Floor. A Production Line: This field is disabled unless a shop floor is selected in the Location # field, as the Production Line options are based upon the shop floor location.
Manufacturer: Displays all available manufacturers. Select one from the drop-down list.
Manufacture Date: Date on which the asset was manufactured. The current date is selected by default. yyyy/mm/dd
Warranty Date: Date on which the warranty period of the asset ends. The current date is selected by default.
Install Date: The date on which the asset is installed. The current date is selected by default.
Virtual Asset: Virtual assets represent those “machines” or “tools” that are not physical in nature, such as software packages, or computer applications that require regular maintenance of a different type, such as periodic updates, data cleansing, or virus scans. Checkbox interface. Default is unchecked.
Key Asset: Key Asset is designed as an asset label/property intended to be used for production scheduling, which means bottleneck asset for one production line. For example, If one key asset is scheduled down (according to plant calendar etc), Production Scheduling may regard the whole MFG line as down..
Asset Serial Number: The Serial Number of the asset.
Owner: Department in charge of the asset’s maintenance and repair.
Sub Tag Number: The sub tag number marked on the asset itself. This number will be used when configuring and sending data virtually.
Cost Center: Cost center for the asset.
Locator: Locator for the asset.
Supplier: The supplier for the asset.
Install Date: Date on which the asset is installed. The current date is selected by default.
Run Time(Hours): The time (in hours) the asset keeps on running in a lifecycle, something like how many miles has been running for a car..
Customer Owned: Asset is owned by the customer. Checkbox. Default is unchecked.
Customer: The customer name.
PoC : Point of contact.The person that is in charge of that machine on the floor or uses the machine on the floor to manufacture a product..
PO Number: The PO number for the asset.
Owning Dept.: Department to which the asset belongs.
Using Department: Department who uses the asset. This field is optional.
Additional Emails: Add email addresses of those individuals involved with this asset’s maintenance, but not included in group configurations. Note: To add multiple email addresses, use a list format with commas in between each email address.
Model Number: The Model number of the asset.
Asset Description: This field is optional. Include any additional information about the asset here.

Note:

1. The Asset ID, Asset Name, and Asset Type are mandatory fields.Asset ID and Asset Name allow space in between.

2. Manufacturers and Suppliers are defined in CMMS Admin > Company. When configuring Company information it is important to select the appropriate heading from the drop-down screen. Users can select a company as a Supplier, Manufacturer, or Both. If selected incorrectly, companies will not be available in the drop-down list

3.The Warranty Date can not be prior to the Manufacture Date.If the warranty date set prior to the manufacture date, a warning message will prompt up.

Bulk Upload Assets

With the Bulk Upload asset function, users can import(create/add) many assets at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download the invalid records to check and correct.

Select the BULK UPLOAD , the Bulk Upload window pop-up.

Figure 6: Bulk Upload Asset

Select the here(blue link) to download the .csv template file and fill your assets records if you do not have the template file.
Drag and drop or select browse(blue link) to open your file.
Select VALIDATE RECORDS, the UPLOAD button will show if the validation process passed.
Select Upload to save the assets records to the CMMS system.
Select Download invalid records to download and check the invalid records if some records are invalid.

Figure 7: Download invalid Records

Edit Assets

1. Select an asset from the list , then the buttons list for asset properties will show at the top and right.

2. There are Tabs/buttons available for edit/configuration: Edit Asset, Calibration, Maintenance, Group, Attachment, View, Copy Asset, Print, Spare Parts.

3.Select Edit Asset. This opens the Edit Asset Properties pop-up window.

4. The General is displayed by default.

Figure 8: Edit Asset Properties Screen

Edit Asset: General

Under the Edit Asset window, the user may edit the property fields that were defined when the Asset was created:

Select Save to save the changes of the asset information.

Figure 8a: Edit Asset

Edit Asset: Calibration

Calibration assignments are created according to the asset, using the asset’s Calibration function.
Select the Calibration icon to open the Calibration subpage.

Figure 9: Edit Asset Calibration Details

2. Input all applicable data, then click the Save button to submit or Cancel to abort.

Calibration Fields

The following fields are available for input:

Calibration Needed(?): Define whether this asset needs calibration. Select the checkbox if the asset needs calibration. Note: Once configured, the necessary calibration will appear in the Calibration Requested list under Production > Calibration > My Requested.

Note: When creating a new Asset, the system will set Calibration Needed false by default, that means the Assets doesn’t need calibration, the user can select the checkbox if the asset needs calibration.

Status: The following status options refer to the Asset being calibrated:

In use: Calibration OK: paste label
Scrap: Cannot repair; must be scrapped
Conditional Use: In use on the special condition
NCR (No Calibration Request): No scale with the machine; paste “NCR” label
NIS: (Not In Service): The machine is presently not in service and calibration is not needed at this time; paste “NIS” label.

Note: Assigning an unused asset to “NIS” reduces costs.

Lost: Lost by user department and cannot be located; paste “lost” label to mini-machine and change status to “Lost.”.

Note: By marking the asset status lost, the record remains in the MES system.

RTC: (Return to Customer).

Note: Once returned, the asset will be removed from the system. It belongs to the customer and is no longer available to the plant.

On hold: Calibration failure; repair and recalibration needed

Method:

Internal calibration: Calibration is performed by the company’s in-house lab (see Type: QA Calibration, below).
External calibration: Calibration is performed by calibration service providers that are accredited to ISO/IEC 17025 or accredited by CNAS, and qualified by 42Q. (see Type: Engineering Calibration, below).

Accuracy: Required Tolerance Level for the asset calibration, such as ±0.3℃.
SOP/WI: The SOP/WI document for the calibration.
Internal Costs: Amount billed for this calibration.
Money Spent: (This field is Optional) Amount billed for this calibration.
Currency: The type of currency used in the plant, according to country. Choices include: CNY/USD/JPY/EUR/MYR/THB/INR/HUF/GBP/AUD/BRL/CAD/CHF/CZK/DKK/HKD/IDR/ILS/KRW/MXN/NOK/NZD/PLN/SEK/SGD/TWD.
Calibration Service Provider: Calibration Service Provider for the asset being serviced.
Alert Email: Send an automatic email alert to the rescheduling group. Note: An automatic email will be sent to the rescheduling/approver and requester for rescheduling/approval action if uses select the checkbox.
Alert Email Before (Days):The number of days before the scheduled calibration to send an email alert.
Need Approval: Choose whether or not the calibration needs to be approved.
Approval User*: If the calibration needs approval, the user must select the approval user by choosing a user from the drop-down list provided.
Repeat Type: The period (in Day/Month/Year) between calibrations.
Repeat Every: Calibration repeat frequency.

Note: The Engineering Calibration team or QA Calibration team (located under Type) specify current calibration dates for each piece of equipment, then according to calibration frequency (Repeat Type(Day/Month/Year), the system calculates the next calibration (due) date for each piece of equipment.

Grace Period(Days): The time period (in days) available to change the next calibration date. Days can be set before and after (Forward/backward) the last calibration date or after (Backward) the next calibration date. The default for this setting is one week (7 days); plants typically set this date for the 15th day of the month.
Last Calibration Date: The last calibration date is synced from the actual calibration date filled at the calibration record.
Next Calibration Date: This field automatically populates based on the date chosen above and the number of days chosen in the interval field.
Grace Orientation: Grace orientation determines whether the grace period for rescheduling calibration is before or after the date of the next calibration. Choose Forward/Backward to set the period before and after the last calibration date. Choose Backward to set the time period after the next calibration date.

EXAMPLE: If the last calibration date was the 15th of the month, a 7-day Forward/Backward grace period would allow the user to reschedule the calibration date anytime between the 8th day of the month and the 23rd of the month. A 7-day Backward grace period in this example allows the user to change the calibration date anytime between the 15th - 23rd of the month.
Note: If Forward is chosen, Next to Last Calibrated Date cannot be later than Last Calibrated Date+Calibration Internal. If Backward is chosen, Next to Last Calibrated Date cannot be later than Last Calibrated Date+Calibration Internal+Grace Period.

Comment: Add any additional comments in this text box.

Edit Asset: Maintenance

Users can add/edit tooling maintenance requirements for an individual asset in the asset’s Maintenance Tab.

Select the Maintenance icon to open the Maintenance subpage.

Figure 10: Edit Asset Maintenance

There are three scenarios for setting asset maintenance:

1. The maintenance of the asset type has been set. In the asset maintenance page, select the checkbox Inherited form the Asset Type and save, directly inheriting from the asset type maintenance.

2. The maintenance of the asset type has not been set, the user can set maintenance in the asset maintenance page, in this case the button will automatically change to SAVE AND SYNC TO ASSET TYPE. Click this button to save the asset maintenance settings and synchronize them to the asset type.

3. The asset type has been set, but the users do not inherit the maintenance of the asset type(not select the checkbox Inherited form the Asset Type). They can only set the maintenance for this asset.

See Edit Asset Type: Maintenance Tab for instructions on Tooling Maintenance. Complete instructions and background are available in Tooling Control Work Instructions.

Edit Asset: Group

Using the Group button, users can assign groups to the selected asset. There are two tabs available within the Group : Group list; Inherited Groups.
Select the Group icon to open the Group subpage.

Group : Assign a Group

The Group function is used to assign groups to a selected asset.

Note: When doing Group configuration at Asset level by Add button, it's led by Group Name rather than group category. When the user selects a group name, all the predefined group categories will be displayed in the column with a checkbox by default, the user can be able to select/unselect one or more categories for specific assets if necessary.

Users may add groups from the selected group list by choosing the ASSIGN GROUP icon.

Figure 11: Assign Group

The Group List pop-up window displays.
Selected Groups appear in the top portion of the tab.
Groups to be added (Inherited Groups) are listed on the bottom portion of the tab.

Note: This list displays the configuration completed in the Group function of CMMS Admin (Shop Floor Production > Configuration > CMMS Admin > Group > Add Group). This association will be applied when creating work orders.

The user can search groups by Group Name, category, and Department.

Figure 12: Edit Asset: Search Groups

Select the button NEXT, then the Category will appear at the list below.

Note: When the user selects a group name, all the predefined group categories will be displayed in the column with the checkbox by default, user can be able to select/unselect one or more categories for a specific asset if necessary.

Figure 12a: Edit Asset: Group Category

Select/unselect the Category assigned to the asset from the Category list.
Categories include:

WO Requester: Group that can request the Work Order
WO Assignment: Group can be assigned to complete the Work Order
PM Requestor: Group that can request the Preventive Maintenance
PM Assignment: Group can be assigned to the Preventive Maintenance
PM Notification: Group to receive an automatic email notification for Preventive Maintenance Work Order
PM Rescheduling: Group assigned to reschedule Preventive Maintenance
Escalation: Group that will receive email notifications if the work order is not opened by the WO Assign group within a set period of time.
Calibration Requestor: Group that can request the calibration
Calibration Assignment: Group can be assigned to complete the calibration
Calibration Rescheduling: Group can be assigned to reschedule the calibration
Calibration Notification: Group to receive an automatic email notification for Calibration Work Order
Asset Using Group: Group that uses Asset, If Asset assigned to the Asset Using Group, it can be managed at the My Asset module.

Once located, select the group line by activating the checkbox next to its listing.
Select SAVE to save the Group or Cancel to abort.
Once added, the new group will display on the top section of the Group Tab page.

Group : Import from an Inherited Group

The Import from Inherited Groups option saves configuration time for busy administrators by linking similar predefined groups to the current group. Inherited Groups are selected according to their production line or Location (CMMS Asset > Production Line). As an example, consider the following:

Manager A is assigning groups to an Optical Test Inspection machine that runs Production Line 2.
The In-Circuit Test Inspection Machinery that operates Production Line 1 already has a group of trained technicians assigned.
Manager A wants to assign Production Line 1 technician to Production Line 2.
She selects Import from Inherited Group to assign Production Line 1’s technicians to Production Line 2.
Please Note: For groups to be available in the Import from Inherited Group section, Production Line 1 must be mapped to the Group. (CMMS Asset > Production Line).
Please Note: Manager A cannot assign Production Line 1’s Group to Production Line 2 unless the group has been mapped to the Production Line first. If the group has not been mapped to the production line, there will be no data available in the Import from Inherited Group section. This association is defined in CMMS Asset > Production Line. Users may also add groups from the Inherited Group List located on the bottom portion of the Group Tab page.

Note: For asset Inherited group, will be inherited from groups mapped with production line first, if production line doesn’t map group, will be inherited from groups mapped with Location.

Tim Import from Inherited Group:

Select the Import from Inherited Group icon.
A pop-up window displays, entitled Group List.
Choose the Inherited Group from the Group List.
Select SAVE to save or CANCEL to abort.
Once added, the Group will display in the top portion of the Group Tab.

Figure 13: Import from an Inherited Group

Group : Delete/Default

1. Selected groups can be deleted within the Group of Edit Asset.
2. To delete:

Select the Group by activating the checkmark next to its name.
Choose DELETE.

3. Users can also change the status of a group within the Group of Edit Asset.
4. To mark the group as the Default Group:

Select the Group by activating the checkmark next to its name.
Choose “Is Default Group.”
Users may remove the default status by selecting the “Is Default Group” again.
Groups that are not the default group are noted as inactive for the 'Is Default 'Group column.

Figure 14: Group : Delete a Group/Mark as Default

Note: Groups are configured within CMMS Admin (Shop Floor Control > Configuration > CMMS Admin) underneath Group.

Edit Asset: Attachment

Within the Attachment , users can view, upload, edit, or enable/disable attachment files pertaining to the given asset.

Select the Attachment icon to open the attachment subpage.

Figure 15: Attachment Window

To add attachment:
1. Choose the ADD ATTACHMENT icon .
2. The Add Attachment pop-up window displays.
3. The following fields are available for completion:

File Name (Mandatory)
File Content (Mandatory): Locate the file on the local drive by typing its name in the File Content field.
Active/Inactive Status: Mark whether the Asset is Active or Inactive. (Default is Active)
Description: (Optional)

4. Choose SAVE to complete the action or CANCEL to abort.

Figure 16: Add an Attachment Pop-up Window

5. Users may edit an Uploaded file or download the attachment file.

View Asset:

At the View Asset mode, users can view the general information, the calibration list, history status,checklist, Boc and history tracking of the asset.

Select View to open the view asset subpage.

Figure 17: View Asset Main Page

There are 6 tabs: General, PM Calendar List, History Status, Checklist, BOC, and History Tracking.

PM Calendar List Tab

Under the PM Calendar List, users may view preventative maintenance for a full production line or multiple assets. The PM planned for the production line will eventually be scheduled for all the assets on this production line.

For configuration details, see CMMS Work Order & Preventive Maintenance or navigate to Production > CMMS Preventive Maintenance > PM List/PM Calendar. Within the Preventive Maintenance portal, users can reschedule and edit preventive maintenance work orders and view detailed calendar plans.

Figure 18: PM Calendar List

History Status Tab

Under the History Status Tab, users can view the Asset History, Calibration History and Maintenance History.

Figure 19: Asset View - Asset History Status

Figure 20: Asset View - Calibration History Status

Figure 22: Asset View - Maintenance History Status

Checklist

Within this window, users may view and export the Checklist associated with the selected Asset.

Note: This window is view only. Checklists are created in the Checklist submodule of CMMS Asset.

Checklist details for view include:

Checklist Name
Description
Repeat Type
Repeat Every
Updated Date
Updated By
Active/Inactive status as denoted by a blue (active) or grey (inactive)checkmark.

Figure 23: View Asset: Checklist

Boc

The Boc (Bill of components) displays component and/or part number information according to the location (department) for the Asset ID being edited/viewed. The Boc tab displays in tree format according to parent/child departments and department code.

Boc information is configured in CMMS Admin. (Shop Floor Control > Configuration > CMMS Admin > Department).

Figure 24: Edit Asset: Boc

History Tracking Tab

A complete history of an asset’s activity is available for view in the History Tracking Tab. All changes made to the asset are reflected here, including status updates, maintenance activity, and modifications to the asset’s configuration details.

Activity recorded in History Tracking is simultaneously recorded in the My Asset submodule of CMMS (CMMS Asset > My Asset).

History Tracking Data Fields

Updated by: the person or event that initiated the change. For example, in the figure below, the first change was prompted by a regularly scheduled work order; the asset is in need of maintenance review. The second change was created by a user (Martha Jordan) who modified details about the asset’s manufacturing, warranty, and install dates; as well as the owning department for the asset.
Update Date: The date and time the system activated the change.
Source Type: Source Type describes where the change originated. Source Types include:
- Asset: Denotes all changes made directly to the asset.
- WR (Work Request): Denotes all changes made as a response to a Work Request.
Source ID: This feature is under development.

Figure 25: History Tracking Tab

Copy Assets

Copy is a timesaving feature of CMMS Asset. Users can easily copy information associated with a given asset to a similar asset.

Choose the asset to copy by selecting the checkbox next to its name.
Select Copy.
A pop-up window displays: Copy Asset.
Enter the Asset ID and Asset Name for the new asset that will inherit all the selected asset’s features.
Select Save.
The new Asset’s information is identical to the copied asset except for Asset ID and Asset Name.

Figure 26: Copy Asset

Edit the new asset fields as needed.

Print Assets

Users may print asset information from a printer.

Select the asset line.
Choose the Print icon on the top menu bar.
Will open the Print Asset sub-page.
The user may click the Printer Icon to print the Asset information.

Figure 27: Print Asset

Edit Asset: Spare Parts

Under the Spare Parts, users may load spare parts with its part number, serial number, load time for the asset. The users are able to know which kind of spare parts can be used by this asset, and track the asset’s spare parts usage situation. This is especially important for initiation when no work order has been conducted for the asset to track spare parts.

Select the asset.
Choose the Spare Parts icon on the menu bar.

Figure 28: Spare Parts Page

Select LOAD to load the spare parts for this asset.

Figure 29: Edit Asset - Load Spare Parts

Spare Parts’ Part Number: The Part number of the spare part.
Serial Number: The serial number of the spare part.
Comment: The comment of the spare part.

Enter the Spare Parts’ part number, serial number, comment, then select Save to load the spare part.
Users can select the Current/History to view the currently used spare parts or the history of spare parts for this asset.

Production Line

From the Production Line sub-module, users can associate production lines with assets. Capabilities include Add, Edit, and Export.

Select the Production Line Icon to enter the submodule.
The Production lina page show.

Figure 30: Production Line Page

Add a Production Line

To add a Production line:

From the Production Line sub-module page, select ADD. The Add Production Line pop-up window displays.

Figure 31: Add Production Line

2. Complete the fields provided:

Location (Mandatory): Physical location. A drop-down list is available for easy selection; the list shows the departments in a tree format .
Line Name (Mandatory) Type the line name into the field.
Description (Optional)

3. Select Save to complete or Cancel to abort.

Edit a Production Line

Users can configure Production Lines using the edit function. There are three tabs available within the Edit Production Line submodule: General, Assets, and Group.

Select a Production Line.
Choose the Edit icon.
The Edit This Production Line Popup Tab displays.

Figure 32: Edit This Production Line

Users may edit the information in any of the available fields:

Location (i.e., shop floor). A drop-down menu is provided for ease of selection with locations listed in tree format.
Line Name: This field populates automatically once the location is chosen.
Description: Optional

Production Line: Assets

The users can add assets, delete assets, set the asset as a key asset for the production line.

Select a Production Line from the list, the Assets function/icon will be available .
Choose the Assets icon.
The Assets (with the Production Line name) pop-up window displays.
Assets are displayed in a block and their status is reflected by the block’s color:

Running.
Spare.
Setup.
Idle.
In Maintenance.
Calibration.
Scheduled Down.
Unscheduled Down.

The page supports a drag-and-drop function that can be used to change the sequence of the assets.

Figure 33: Production Line Asset

Users can add or delete assets, and set the asset Is Key Asset or not.

Assets: Add Assets

To add an asset select ADD from the Assets Tab menu. The Select Assets pop-up window displays.
From the Select Assets pop-up window, select one or more assets to add.
Select the Save icon on the top left of the screen to add the selected assets, or close the window to cancel.

Figure 34: Add an Asset

Assets: Delete Assets

To delete an asset, highlight an asset listed in the Assets page.
Select DELETE from the Assets page menu.

Assets: Key Assets

To set an asset is a key asset or not, highlight an asset listed in the Assets Tab.
Select Is Key Asset/Not Key Asset from the Assets Tab menu.

Figure 35: Is Key Asset

The Key Asset with a * at the beginning of the asset name.

Production Line: Group

The users can assign groups, delete groups for the production line.

Select a Production Line from the list, the Group function/icon will be available.
Select Group. TheAssign Group pop-up window displays.
Under the Assign Group , the user may add or remove groups assigned to a given production line according to the work category.

Note: When doing Group configuration at production Line by Add button, it's led by Group Name rather than group category. When the user selects the group name, all the predefined group categories will be displayed in the column with a checkbox by default, user can be able to select/unselect one or more categories for a specific production line if necessary.

Figure 36: Production Line: Group

Group: Add A Group

To add a group to a production line, select theASSIGN GROUP icon within the Group list tab.
A pop-up window displays the Group List.
Users can search groups by Group Name, Category, Department.
Select the checkbox at the left of the Group Name, then the Category will appear at the list below.

Note: When the user selects a group name, all the predefined group categories will be displayed in the column with a checkbox by default, user can be able to select/unselect one or more categories for a specific production line if necessary.

All the Categories including:

WO Requestor
WO Assignment
PM Requestor
PM Assignment
PM Notification
PM Rescheduling
Escalation
Calibration Requestor
Calibration Assignment
Calibration Rescheduling
Calibration Notification
Asset Using Group

The unavailable categories will be gray.

Figure 37: Add Production line Group: Group List

Select/Unselect the group Categories.
Select the groups to add to the production line
Select Save to complete or Cancel to abort.
A success message will display.

Group : Import from Inherited Group

The Import from Inherited Groups option saves configuration time for busy administrators by linking similar predefined groups to the current group. Inherited Groups are selected according to their Location.

Note: For Production Line Inherited group, will inherit from groups mapped with the associated location.

Users may also add a group by importing from an inherited (child) group.
1. To Import from Inherited Group:

Select the Inherited icon.
The Inherite Group List pop-up window displays.
Check the groups to import
Select SAVE to complete or Cancel to abort.
A success message will display.

Figure 38: Import from Inherited Group: Group List pop-up Window

Group: Delete Group/Default Group Status

Within the Edit Asset: Group Tab, users may delete a group or change the group’s status.
Choose the delete icon to remove the group from the production line.
Change the status of the group by selecting the “Is Default Group” icon.

Figure 39: Delete Group

Activate/Deactivate a Production Line

The users can change the status production line.

Select a Production Line from the list, the Activate or Deactivate function/icon will be available.
Select Activate or Deactivate. The Status of the production will be changed.

Figure 40: Activate/Deactivate a Production Line

Location

Within the Location submodule, users can view locations, add locations to a route; or edit the groups, assets, and production lines associated with a given location or route. Locations are listed in a hierarchical fashion represented by folder and subfolder icons.

Figure 41: Location Submodule

Add a Location

Select the parent route to which the new location will be assigned.
A pop-up window will display next to the cursor, with options to Add or Edit.
Choose the green add icon.
A pop-up window, Add Location, displays.
Enter the location name in the field provided.
Select Save to add the new location or cancel to abort.

Figure 42: Location Toolbar

Figure 43: Add a New Location

Edit a Location

To edit a parent route, select the desired location then select EDIT icon from the pop-up toolbar.
The Edit Location pop-up window displays.
Select the checkbox next to Active to active or inactive the loction.
Select Save to enable or disable the location.
Select Cancel to retain the status of the location.

Figure 44: Edit Location

Edit Location: Asset

Figure 45: Edit Location: Asset

Within the Asset page, users can add or delete assets from the selected locations.

Asset : Add an Asset

Select the Add icon from the Assets menu. The Add a New Asset pop-up window appears.

Figure 46: Add a New Asset to Location

2. Select assets from the list to add and select Save to finish or Cancel to abort.

Asset : Delete an Asset

Select the asset to be removed from the location by marking the checkbox next to its name.
Choose the delete icon.

Edit Location: Group

Groups assigned to locations can be edited within the Group Tab.
Users can Add a group, Import from an Inherited Group, Delete group, or mark the group as the Default Group.

Note: When doing Group configuration at Location by Add button, it's led by Group Name rather than group category. When the user selects a group name, all the predefined group categories will be displayed in the column with a checkbox by default, user can be able to select/unselect one or more categories for a specific location if necessary.

Figure 47: Edit Location Group

Group: Add a Group

To add a group to a location, select the ASSIGN GROUP within the Edit Location page.
A pop-up window displays containing the Group List.

Note: Users add Groups to a location following the same steps used to add groups to add a Production Line.

Select groups according to categories available using the drop-down menu:

WO Requestor
WO Assignment
PM Requestor
PM Assignment
PM Notification
Escalation
Calibration Requestor
Calibration Assignment
Calibration Rescheduling
Calibration Notification
Asset Using Group

Figure 48: Add Group: Group List

4. Select the groups to add to the production line.
5. Select Add to complete or Cancel to abort.
6. A success message will display.

Group: Import from an Inherited Group

The Import from Inherited Groups option saves configuration time for busy administrators by linking similar predefined groups to the current group. Inherited Groups are selected according to their parent Location.
Note: For Location inherited group, will inherit from groups mapped with associated parent location.

Users may also add a group by importing from an inherited (child) group.

To Import from Inherited Group:

Select the Import from Inherited Group icon.
A Group List pop-up window displays.
Check the group(s) to import
Select Add to complete or Cancel to abort.
A success message will display.

Edit Location: Production Line

Select the desired location and select the Producion Lines icon from the pop-up toolbar.
Under the Production Line , users can view the production lines associated with a given location. Production lines are listed in ascending order beginning at 1.

Figure 49: Edit Location: Production Line

Asset Type

The asset type sub-module is used to search, add, edit, enable/disable, and import asset types (assets).

Figure 50: Asset Type Submodule Page

Search for Asset Type

To perform a search:

Figure 51: Search Asset Type

'

Enter the asset type name in the search field.
Select the search icon (e.g. magnifying glass).
Note: The system performs a “fuzzy” search; it is not necessary to type the entire Asset Type ID
Users may also select the asset type by scrolling the available list.

Add Asset Type

To add an asset type:

Select Add in the Asset Type submodule. The Add a New Asset Type window displays.
Enter the name of the Asset Type and a description of the asset type in the Description box.

Note: The Asset Type name cannot be changed once saved.

Select Save to complete or Cancel to abort.

Figure 52: Add a New Asset Type Window

Note: If the Asset type already exists, the system will pop up an altered message that allows users to select the Import function to get the asset type information because the asset type exists in the Database but from other sites.

Bulk Upload Asset Type

With the Bulk Upload asset type function, users can import(create/add) many asset types at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download the invalid records to check and correct.

Select theBULK UPLOAD , the Bulk Upload window pop-up.

Figure 53: Bulk Upload Asset Type

Select the here(blue link) to download the .csv template file and fill your asset types records.
Drag and drop or select browse(blue link) to open your file.
Select VALIDATE RECORDS, the UPLOAD button will show if the validation process passed.
Select Upload to save the asset types to the CMMS system.
Select Download invalid records to download and check the invalid records if some records are invalid.

Edit Asset Type

To edit an asset type:

Select an asset type from the Asset Type list, select the checkbox at the left.
The Edit Asset Type and other menu buttons will show at the right top.

Then menu buttons are:

Edit Asset Type
Attachment
Maintenance
BOC
Checklist
Problem/Event

Select Edit Asset Type. An Edit This Asset Type pop-up.

Figure 54: Edit This Asset Type Window

Edit Asset Type

Edit the Description by typing any text into the Description box.
Note: that the name of the Asset 'Typeis grey and unavailable for edit. The name was completed during the Addstep and is not available for change.
Edit the Active status.
Select Save to complete; or Cancel to abort.

Edit AssetType: Attachment

The Attachment tab allows the user to edit any attachments that include auxiliary information pertaining to the asset type.

Select the asset type then select Attachment from the menu buttons at the top or the right.
Within the Attachment tab, the user may upload , edit , download an attachment, enable/disable an attachment, or copy an attachment.

Figure 55: Edit Asset Type Attachment Main page

Attachment : Upload an Attachment

Select Upload from the Attachment menu. An Upload Attachment pop-up window displays.

Figure 56: Upload Attachment Pop-up Window

To add File Content, select Browse and browse the local drive for the desired attachment.
Check whether the attachment is Active.
Enter a description of the attachment in the Description box.
Select Save to complete or Cancel to abort.

Attachment : Edit an Attachment

Select an attachment from the Attachment list.
Choose Edit in the Attachment menu. The Edit This Attachment pop-up window displays.

Figure 57: Edit This Attachment pop-up window

Select the delete icon to clear the uploaded attachment file..
Under File Content, Choose Browse to browse files on the local drive; the chosen attachment will replace the existing attachment.
Change the attachment status using the Active checkbox.
Edit the description of the attachment in the Description text field.
Select Save to complete or Cancel to abort.

Attachment : Copy an Attachment

To copy an attachment select the Copy icon from the Menu Bar. A Copy Asset Type Attachment Window displays.

Figure 58: Copy Asset Type Attachment Window

2. Select the attachment to copy from the list.
3. Choose Save.
4. The copied attachment is now available on the Attachment Tab list.

Edit Asset Type: Maintenance

Maintenance for Tooling type assets is configured in the Maintenance of Asset Type OR the Maintenance Tab of the individual asset. Toolings are configured according to Usage, Expiration Date, Periodic Maintenance, or a combination thereof. Maintenance configuration is mapped to production on the shop floor in Tooling Mapping and is operated from Tooling Unload/Load. This feature allows 42Q to place an MFG hold on the production line if assets are not maintained according to specifications, or incorrect assets are used.

Special Note: Although this approach is generally applied to tooling type equipment, any asset type can be mapped similarly for ultimate traceability and control.

*For complete instructions on tooling type configuration, see Tooling Control Work Instruction.

Figure 59 : Edit Asset Type Maintenance

Edit Asset Type: Boc

The Boc lists the Part Numbers according to their location within the plant (configured in the Location Submodule). The list is displayed in a tree format, designating parent/child parts. Within the Boc tab, users can Add, Edit, and Enable/Disable Bocs.

Boc Tab: Add a Boc

Select a Boc from the list. A pop-up window displays next to the Boc, with the following options available: add, edit, enable/disable/delete.

Note: Users may only Add a Boc to a parent location , Users may perform all options on a child's location .

Figure 60: Boc

3. Select Add from the pop-up menu. The Add a New Boc pop-up window displays.

Figure 61: Add a New Boc Pop-Up Window

4. Select the Child Part Number from the drop-down list.
5. Enter the Quantity for the new BOC.
6. Select Save to finish or Cancel to abort.

Boc : Edit a Boc

Select a Boc from the Boc list. A pop-up menu displays are adjacent to the location of the cursor.
Select Edit from the pop-up menu. The Edit Boc pop-up window displays.

3. Select Parent Part Number from the drop-down list.
4. Select Child Part Number from the drop-down list.
5. Enter the Quantity for the BOC.
6. Select Save to finish or Cancel to abort.

Boc Tab: Delete a Boc

Select one of the Bocs in the Boc list. A pop-up menu displays are adjacent to the location of the cursor.
Select Delete from the pop-up menu.

Note: In previous submodules, items remain listed even when their status is changed from Active to Inactive. The Boc listing contains only active Bocs; disabling a Boc removes it from the list entirely. It does not remain listed with an inactive (grey) checkmark.

Edit Asset Type: Checklist

Under the Checklist , the user can view basic details of a checklist associated with a given asset type, or download the checklist information in a .csv file.

Checklist : Download Checklist information

Select a checklist from the entries under the Checklist tab.
Select the Download icon in the Checklist menu.
A .csv file automatically downloads onto the local drive.
Users can rename, save, share, print, etc. as desired.

Figure 62: Checklist Information

Edit Asset Type: Problem/Event

Under the Problem tab, the user can add, delete, or copy problem information.

Problem : Add a Problem/Event

Select Add from the Problem menu. The Add Problem/Event pop-up window displays.
Select a problem category item from the list provided on the left-hand side of the page. A list of corresponding problem codes and problem names display on the right-hand side of the page.
Check the problem code and name that apply, then select Save to finish or Cancel to abort.

Figure 63: Asset Type: Add Problem

Problem : Delete a Problem/Event

Select an entry from the list under the Problem/Event tab and select the Delete icon.
The selected problem is now removed from the problem/event list.

Problem : Copy a Problem

To copy a problem to another Asset Type:

Select an entry from the Problem list.
Choose the Copy icon.
The Copy Problem pop-up window displays.
Choose the Asset 'type' to copy the problem onto the available drop-down menu.
Select the Copy icon.
The new Problem entry now displays on the Problem list.

Import Asset Type

Asset types can be imported under the Asset Type sub-module. To import a file:

Select Import from the Asset Type menu. The Import Asset Type pop-up window appears. The user can search for Asset Type by Asset Type name or Site ID.
Select an asset type from the list and select Import.
The new asset type will now be available in the Asset Type list.

Export Asset Type

To export asset type information as a .csv file:

From the Asset Type page select an asset type from the list.
Select Export All Columns from the AssetType menu.
The .csv file will automatically download onto the local drive.
The user may rename, save, share, print, as desired.

Figure 64: Export Asset Type

Checklist

Within the checklist submodule, users can search/filter, edit, enable/disable, and export checklists.

Figure 65: Checklist

Search/Filter Checklist

To search/filter checklists:

Type the Checklist name/Checklist Category/Checklist Type into the field to filter search.
Select the search icon (i.e., magnifying glass).
Or choose the checklist from the list by activating the checkbox.

Add Checklist

Select Add from the Checklist sub-module menu. The Add a New Checklist pop-up window appears.
Enter a Checklist Name.
Enter a Description of the checklist in the box provided.
Select a Checklist Category from the drop-down list.
Enter days to repeat in the Repeat Type field. Note: If more than one interval is required for the machine, users must select Special. Special Checklists require a unique configuration.
Select Save to finish or select Cancel to abort.

Figure 66: Add a New Checklist Window

Special Repeat Type Checklist

All Preventive Maintenance work orders must have a checklist attached. If Preventive Maintenance is required for more than one-time interval (e.g. Monthly and Quarterly), plants must select Special as a Checklist Type.

Note: Special Checklist Types can only be associated with a single asset, not an entire production line)

To create a Special Repeat Checklist for PMs:

Select Add a New Checklist
Complete the fields as above
Select Special using the drop-down menu in the pop-up window.

Figure 67: Add a Checklist for Repeat Type: Special

Note: For Special Checklists, Repeat Every field must be set to 1.

Export the checklist template file onto the local drive by selecting the Export button from the top menu.
Locate the newly created checklist from the list of Checklists.
Open the Checklist.
Select the second tab from the pop-up window: Checklist Revision. (For more details about editing a checklist refer to Edit Checklist )
Select Add.
Upload the checklist template file.
Note: The special checklist type template file includes an extra column (“Schedule Type”) that allows users to select different repeat types for the selected checklist (e.g. monthly, quarterly, half-year, yearly). See directions for choosing special repeat types

Figure 68: Special Template

12. Return to Production > CMMS > Preventive Maintenance > PM List, to create the PM work order. (See PM Work Order Special Instructions).

Edit Checklist

To edit a checklist:

Select an item from the Checklist sub-module page. The Toolbar displays in the menu.
The Toolbar appears in which there are some ICON: Edit, Checklist Revision, Asset Type, Asset, Activate andInactivate.
Select Edit from the menu. The Edit Checklist pop-up window appears.

Figure 69: Edit Checklist Toolbar

Figure 70: Edit Checklist

Edit any of the fields, drop-down lists, and checkboxes needed. These include Checklist Name, Description, Checklist Type, Repeat Type, and Active.

Edit Checklist: Checklist Revision

Within the Checklist Revision , users may add, edit, enable/disable, download, and copy revisions.

Figure 71: Checklist Revision

Checklist Revision : Add a Revision

Use the Checklist revision tab to add your checklists into the system.
Select the Add icon from the Checklist Revision . The Add pop-up window displays.

Figure 72: Add Checklist Revision Pop-up Window

2. Complete the empty fields (the Name and Description fields are automatically provided according to the Checklist entry being edited):

Revision
Effective From -To dates
Active (Default is Active)

Download Checklist Revision

Download the checklist template as a .csv file by selecting the Download Checklist Template icon, located in the bottom lower field of the Add Checklist page.

The following fields are provided in the Checklist Template.

Content
Description
Level
Field Name
Field Type
Field Name 2
Field Type 2
Estimate Hours

Upload a new checklist by choosing Select File. This function opens the user’s local browser.
Select the checklist to be uploaded from the local drive and click Open.
The uploaded checklist items will now appear in the listings in the lower half of the Add window.

Note: Once uploaded, users can edit the checklist directly by double-clicking in the text field and utilizing drop-downs. Users can delete selected rows with the Delete GUI.

Select Save to complete or Cancel to abort.
Once saved, the Revision displays according to the number assigned (Step 2) on the Checklist Revision page. (In our example the letter A would display.)

Checklist Definitions

Select the Checklist Revision, then select the Checklist ICON from the pop-up toolbar.
The Checklist Items page displays.

Bulk Upload Checklist Items

The users can batch upload checklist items for a new checklist revision.

With the Bulk Upload checklist items function, users can import(create/add) many items at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download the invalid records to check and correct.

Select the BULK UPLOAD , the Bulk Upload window pop-up.

Figure 73: Checklist Items

Select the here(blue link) to download the .csv template file and fill your items records if you do not have the template file.

Figure 74: Bulk Upload Checklist Items

Drag and drop or select browse(blue link) to open your file.
Select VALIDATE RECORDS, the UPLOAD button will show if the validation process passed.
Select Upload to save the checklist items records to the system.

Figure 75: Upload Checklist Items

Select Download invalid records to download and check the invalid records if some records are invalid.

Figure 76: Download Invalid Records

Note: Each revision supports only one time batch uploading.

Add Checklist Items

In addition to batch uploading items for a new checklist revision, users can also add items to the existing checklist revisions.

Figure 77: Edit Checklist: CMMS Asset Checklist Items

Select one item, the add, edit, save, delete icons are enabled.
Input or edit the fields.

Content: In the Content field, plant users enter a title to describe the process being completed. (e.g. Clean Foreign Particles)

Note: Administrators may choose to include a deeper explanation of the process by copying the Description field in the Content field (see #2).

Description: The Description field includes a detailed explanation of the task (e.g. a list of parts that must be checked, the steps in the procedure, tools needed, etc.) Operators will follow the instructions in the Description field to repair, calibrate, or tune the machine. Language in instructions should be simple to understand and represent the speech of the operator group performing the maintenance. (e.g. Clean foreign particles in all zones by IPA/Fingers).
Level: Levels allow users to add a hierarchy to the repair steps in the checklist. Most checklist steps will only require one level to adequately outline the task(s). For complicated tasks, place additional instructions in Level 2 or Level 3 to make subtasks clear for operators to follow.
Field Name: In the Field Name section, plant administrators define the purpose of the task or the parameter for task completion. Some examples include: Status (e.g. Completed/In Process); Good/Bad; Failed/Passed
Field Type: Select the method of checking completion. Select 1, 2, or 3 to define the checklist format. Three field types are available: 1. checkbox/checkmark; 2. numbers; or 3. text box.
Field Name 2: Most Checklists will only need one field name. Field Name 2 is helpful in special situations when plant admins need to compare two sets of checklists. For example, a plant may need to record the history record. In this case, the administrator can set two field names and the maintenance record will compare the old/new values. NOTE: The following example displays the special case of including Field Name 2 in a checklist.

Field Name	Field Type	Field Name 2	Field Type
Before Adjust	Number	After Adjust	Number

Schedule Type: Plant admins may define the Schedule type to complete the steps/task in the checklist.

Checklist Revision: Edit a Revision

Figure 78: Edit Checklist Revision

To edit a Checklist Revision:

Select the checklist revision then select Edit from the Checklist toolbar . The Edit pop-up window appears.
Edit all fields as needed (Name and Description fields cannot be modified):

Revision: Denotes the version of the given checklist.
Effective from/to: Denotes the effective time period of the checklist revision.
Active: This will enable the revision if it was disabled, or disable the revision if it was enabled.

Checklist Revision: Export a Revision

Select a revision under the Checklist Revision.
Select Export from the top menu bar.
The revision will automatically download onto the local drive in .csv format
Open the .csv file and save, print, share as desired.

Checklist Revision: Copy a Revision

Select Copy from the top menu of the Checklist Revision page. A Copy Checklist Revision pop-up Window displays. Select the checklist to copy into the Checklist, and choose Copy.
The new checklist will now display on the checklist revision list.

Figure 79: Copy Checklist Revision

Edit Checklist: Asset Type

In the Asset Type page, users can Add or Delete Asset Types associated with a checklist.

Figure 80: Checklist Asset Type

To Add Asset Type:

Select the Add icon from the menu. The Add Asset Type pop-up window displays.
Search or browse the list for asset types.
Asset Types are listed by: Asset Type Name; Description; and Site ID.
Select Add or Add & Exit to return to the Asset Type screen.
Select Cancel to Abort.

To Delete:

Select the Asset 'Type by activating the checkbox next to its listing.
Select the Delete icon from the top menu bar.

Edit Checklist: Asset

Within the Asset page, the user may view the assets for the respective asset types that were added in the Asset Type tab. Assets are listed by Asset ID, Asset Name, Asset Type,and Department.

Figure 81: Checklist: Asset

Problem

Under the Problem submodule, users can search, add, edit, enable/disable, and export problem entries. Problems are defined as parts that went wrong in some manner, to encompass hardware and software problems.

Each problem is assigned a Problem Code, for easy identification. Plants can assign naming conventions to suit their individual needs; Problem Code naming convention used for this test example consists of a four-digit numeral preceded by the letter P.

Note: A problem can belong to multiple categories, but can only be assigned to one problem type. Examples of problem categories are Manufacture Problem, Quality Problem, or Energy Problem.

Figure 82: Problem Submodule Main Screen

Search/Filter Problem

Users can search for a specific problem with filter options available on the top right of the menu bar.
Filtering options include

Problem Name: Enter the Problem Name into the text box.
Problem Type: Choose a Problem Type from the drop-down list.
Problem Category: Select a Problem Category from the drop-down list.
Scheduled Down: Select Yes or No.
Asset Generated: Select Yes or No.
Active : Select Inactive or Active.

3. Select the search icon (i.e., the magnifying glass). Only entries matching the search criteria will now display.

Note: To return to the full list, refresh the screen and the complete list will populate.

Bulk Upload Problems

With the Bulk Upload problem function, users can import(create/add) many problems at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download invalid records to check and correct them.

Select the BULK UPLOAD , the Bulk Upload window pop-up.

Figure 83: Bulk Upload Problem

Select the here(blue link) to download the .csv template file and fill in your problems records if you do not have the template file.
Drag and drop or select browse(blue link) to open your file.
Select VALIDATE RECORDS, the UPLOAD button will show if the validation process passed.
Select Upload to save the problems records to the system.
Select Download invalid records to download and check the invalid records if some records are invalid.

Figure 83a: Download invalid Records

Add A Problem

The add problem function will be divided into two parts, scheduled down and unscheduled down.

Scheduled Down: The Scheduled Downtime is not for asset failure.
Unscheduled down: The Unscheduled Downtime is for asset failure and it will be part of the OEE availability calculation.

To add a new Problem:

Select ADD PROBLEM from the menu, it will pop-up a menu with SCHEDULED DOWN and UNSCHEDULED DOWN.

Figure 84: Add problem

Select SCHEDULED DOWN, the Add Problem pop-up window appears.

Figure 84b: Add Scheduled Down Problem

Select UNSCHEDULED DOWN, the Add Problem pop-up window appears.

Figure 84c: Add Unscheduled Down Problem

Complete the fields provided:

Problem Category: Select a Problem Category from the respective drop-down list.
Problem Type: Select a Problem Type from the respective drop-down list.
Problem Code: Enter a Problem Code in the respective field.
Problem Name: Enter a Problem Name in the respective field.
Description: Enter a description in the box provided.
Active: In the Active checkbox select whether the problem will be active. The new problem is active by default.
Asset Failure: Un-selected by default.
Asset Generated: Un-selected by default. This item is used for special status or special interface. If the Machine Generated is selected, then the problem information will show at the interface list. Otherwise, it will hide the problem information. Users can overlook it if they don't use the interface.
Non-Stop: If the Machine Generated is selected, Non-stop will be available. By default this field is not chosen. Checking this function allows the machine to continue production despite the problem being reported.
Priority: If the Machine Generated is selected, priority will be available. Select a priority level from the drop-down list provided. Priority is organized in descending level of importance: P1, P2 or P3. To select another priority, choose a different one from the drop-down list.
Global Problem: Select one global problem from the list.

Note: This Global Problem is for the single site only and the major purpose of this Global Problem is to unify the different machine types that have the same problem (Downtime).This Global Problem value will be available at a single site. This means if the users would like to know the same problem for different types of assets in the entire plant, then they can apply for this Global Problem option.

Select Add to finish, or select Close to abort.

Edit Problem

Any of the Problem entry fields can be edited. To edit a Problem:

Select a problem from the list by activating the checkbox next to its name. The Edit function becomes available.
Select Edit. The Edit Problem pop-up window appears.
Edit the Problem Category by selecting a different item from the respective drop-down list.
Edit the Problem by selecting a different item from the drop-down list.
Edit the Problem Code entry.
Edit the Problem Name entry.
Edit the Description.
Check or uncheck the Active box.
Select Save to finish, or Close to abort.

Figure 85: Edit Problem

Event Code

In this module, users can define the event code with the event name and the asset status, such as Running, Spare, In Maintenance, Setup, Idle, and Calibration. The system will match the asset status once it receives the event code.

To configure an event code, navigate to Shop Floor Control > Configuration > OEE > Event Code.

Users can add, edit, enable/disable and export the event code.

Figure 86: Event Code Main Page

Bulk Upload Event Code

With the Bulk Upload event code function, users can import(create/add) many event codes at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download invalid records to check and correct them.

Select the BULK UPLOAD , the Bulk Upload window pop-up.

Figure 86a: Bulk Upload Event Code

Select the here(blue link) to download the .csv template file and fill in your event codes records if you do not have the template file.
Drag and drop or select browse(blue link) to open your file.
Select VALIDATE RECORDS, the UPLOAD button will show if the validation process passed.
Select Upload to save the event codes records to the system.
Select Download invalid records to download and check the invalid records if some records are invalid.

Figure 86b: Download invalid Records

Add Event Code

To add an Event Code:

Select Add. The Add Event pop-up window appears.
Select one Status from the Asset Status drop-down list.
Enter an Event Code in the respective field.
Enter an Event Name in the respective field.
Enter a Description of the category in the box provided.
Active: The checkbox is ticked by default, which means this event code is active.
Select Add to finish, or Cancel to abort.

Figure 87: Add Event Code

Edit Event

Any of the Event Code entry fields can be edited. To edit an Event Code:

Select an event code from the list by activating the checkbox next to its name. The Edit function becomes available.
Select Edit. The Edit Event Code pop-up window appears.
Edit the Asset Status by selecting a different item from the respective drop-down list.
Edit the Event Code entry.
Edit the Event Name entry.
Edit the Description.
Check or uncheck the Active box.
Select Save to finish, or Close to abort.

Problem Type

Within the Problem Type submodule, users can add new problem types or edit existing Problem Types to meet the changing needs of their plants. Users can also enable/disable Problem Types as needed.

To configure a problem type, navigate to Shop Floor Control > Configuration > CMMS Asset > Problem Type.

Figure 88: Problem type Main Page

Bulk Upload Problem Type

With the Bulk Upload problem type function, users can import(create/add) many problem types at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download invalid records to check and correct them.

Select the BULK UPLOAD , the Bulk Upload window pop-up.

Figure 88a: Bulk Upload Problem Type

Select the here(blue link) to download the .csv template file and fill in your calibrations records if you do not have the template file.
Drag and drop or select browse(blue link) to open your file.
Select VALIDATE RECORDS, the UPLOAD button will show if the validation process passed.
Select Upload to save the problem types records to the system.
Select Download invalid records to download and check the invalid records if some records are invalid.

Figure 88b: Download invalid Records

Add Problem Type

To Add a Problem Type:

Select the Add icon
The Add Problem Type Windowdisplays
Complete the following fields:

Problem Type Code (Mandatory)
Problem Type Name (Mandatory)
Description (Optional)
Global Problem: Select the checkbox to make the problem a global problem.

Note: This Global Problem is for the single site only and the major purpose of this Global Problem is to unify the different asset types that have the same problem (Downtime).This Global Problem value will be available at a single site. This means if the users would like to know the same problem for different types of assets in the entire plant, then they can apply for this Global Problem option.

Active: checkbox (Default is Active)

4. Select Save to save or Close to cancel
5. The new Problem Type now displays in the list.

Figure 89: Add a New Problem Type Window

Edit Problem Type

All Problem Types are available for edit. To edit a Problem Type:

Select a problem type from the list by activating the checkbox next to its name. The Edit function becomes available.
Select Edit. The Edit Problem Type pop-up window appears. There are two tabs available within the Edit Problem Type Window: General andProblem.

Figure 90: Edit a Problem Type

Edit Problem Type: General

Within General , users can edit any of the information contained therein:

Problem Type Code
Problem Type Name
Description
Active (Default is Active)
Global Problem

2. Select Save' 'to finish; select Close to abort.

Edit Problem Type: Problem

Within the Problem page, users may view a complete list of any problems associated with this Problem Type and their status.

Note: If no problems have been added for this Problem Type, this tab will be empty.

Problem Category

Within the Problem Category submodule of CMMS Asset, users can organize problems into a categorical hierarchy. From the Problem Category page, users may Add or Edit problem categories. The following predefined Problem Categories that describe common manufacturing problems are available:

Manufacture
Production
Process
Quality
Energy

2. To best describe their plant processes, Administrators may also add additional problem categories underneath parent categories or change titles of parent categories.

Figure 91: Problem Category Submodule Main Screen

Add a Problem Category

To add a problem category to a pre-existing parent category:

Select a Problem Category icon from the list. A pop-up menu displays adjacent to the category.
In the pop-up menu, select Add. The Add a New Problem Category pop-up window appears.
Enter a Problem Category Name in the respective field.
Enter a Problem Category Code in the respective field.
Enter a Description of the category in the box provided.
Enter the Attended Time:
Select SAVE to finish, or Cancel to abort.

Figure 92: Add a New Problem Category

Edit a Problem Category

All Problem Categories are available for edit. To edit a Problem Category:

Select a Problem Category icon from the list. A pop-up menu displays adjacent to the category.
In the pop-up menu, select Edit. The Edit Problem Category pop-up window appears.

Figure 93: Edit a Problem Category

The users can edit any of the information contained therein:

Parent Problem Category: Select a category from the drop-down menu
Problem Category Name: Enter a new category name in the text box.
Problem Category Code: Change the code assigned to this Problem Category in the text field.
Description: This field is optional.
Active (Default is Active)
Attended Time.

2. Select Save to finish; select Close to abort.

Problem Category: Problem

Within the Problem, users may view a problem to the selected category. All problems that have been assigned to the given problem category are displayed in list form in the Problem page.

Activate/Deactivate Problem Category

The Activate/Deactivate function allows the user to change the Problem status from active to inactive or inactive to active.

Select a problem category from the list . The Activate/Deactivate function becomes available.
Select Activate/Deactivate.

Asset Mapping

The Asset Mapping submodule is used to identify location details ('Shop Floor ID, Device ID, Location Name') of a given asset. To build a relationship between the Shop Floor Location and the Asset.

Best Practice Naming Conventions

Although Asset Mapping does not directly connect asset activity to the production process (e.g. feed information, SNs, scan activity, etc.), users can cross reference the fields in Asset Mapping to those in SFDC(Shop Floor Control) to match assets to their location on the shop floor. In this way, administrators can easily move between assets and production by searching according to the name and number assigned.

Shop Floor Control	Asset Mapping
Shop Floor ID	Shop Floor ID
Device #	Device ID
Location	Location Name

Remember: asset management relates to the assets (machines/equipment) that manufacture the factory product, not the products themselves. All information about the product process (locations, part numbers, containers, pass/fail rates) is configured in the SFDC (Shop Floor Data Collector) portal of 42Q MES and stored in 42Q’s MES cloud.

To navigate to the Asset Mapping submodule go to Shop Floor Control > Configuration > CMMS Asset > Asset Mapping
The following functions are available in CMMS Asset Mapping: Bulk Upload, Add, Edit, Enable/Disable, and Delete.

Figure 94: Available Actions in Asset Mapping

Bulk Upload Asset Mapping

With the Bulk Upload asset mapping function, users can import(create/add) many asset mapping at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download the invalid records to check and correct.

Select the BULK UPLOAD , the Bulk Upload window pop-up.

Figure 95: Bulk Upload Asset Mapping

Select the here(blue link) to download the .csv template file and fill your asset mapping records if you do not have the template file.
Drag and drop or select browse(blue link) to open your file.
Select VALIDATE RECORDS, the UPLOAD button will show if the validation process passed.
Select Upload to save the asset mapping records to the CMMS system.
Select Download invalid records to download and check the invalid records if some records are invalid.

Figure 95a: Download invalid Records

Add Asset Mapping

To add a Shop Floor ID to an asset:

Select the Add icon.
A pop-up window displays: “Add Asset Mapping.”

Figure 96: Add Asset Mapping

3. Complete the following fields.

Shop Floor ID (Mandatory)
Device ID (Optional if the Location field is provided)
Location (Mandatory)

Note: Users must complete either the Location name Field or the Device Id Field. They may fill both fields.

Asset ID (Mandatory)
Active: To mark the Device ID as active, activate the checkmark. The default status is active (checked).

4. Select Save to add data or Cancel to abort the action.

Note: After the asset be mapped, the “OEE Calculation” checkbox will be checked automatically for the asset. The users can view this at the Asset View page.

Edit Asset Mapping

To edit an Asset Mapping:

Select a line of information.
Choose the Edit icon.
A pop-up window displays, “Edit Asset Mapping.”

Figure 97: Edit Asset Mapping

Change any of the available fields (see description above).
Select Save to save changes or Cancel to abort the activity.

Activate/Deactivate an Asset Mapping

To change the active status of an Asset Mapping:

Select the asset mapping information on the line.
Select the Activate/Deactivate icon on the top menu bar.

Delete an Asset Mapping

To delete an Asset Mapping entry:

Select the line of information.
Select the Delete icon on the top menu bar.

Note: Users add information manually within the Asset Mapping submodule, per individual asset. If many assets require mapping, users may export templates and upload information in the corresponding Import Mapping Submodule.

My Asset

My Asset Submodule supports the same functions as Asset Submodule; The difference between them is that My Asset Submodule only displays assets assigned to the current user whose group category is Asset Using Group. This feature allows users to efficiently manage their own assets. See CMMS Admin > Groups for an explanation of Asset Using Group.

To access My Asset navigate to Shop Floor Control > Configuration > CMMS Asset > My Asset.
Users can Add, Edit, Copy, or Export assets in the list. See Asset Submodule for a detailed description of each action.

Figure 98: My Asset Main page

At the Edit Asset page, the users can change the asset’s status to Obsolete directly.

Figure 99: Change My Asset to Obsolete

The following shows how the configuration for Asset Using in CMMS Admin > Groups determines the available list on My Asset page.

Create a group at the Group submodule of CMMS - Admin > Groups.
Select Asset Using Group from the Category.
Add users to the group at the Group Properties page Users sub-page.
Edit the Asset (at the CMMS Asset module) Group to add the group created at step 1.
Select the Asset.
Click Group to open the Assign Group subpage.
Select the Assign Group ,
Select the Group created at step1, then select SAVE.
The list of groups assigned to the asset displays.
Select the Group then click Add.
The Group is successfully assigned to the asset as an Asset Using Group.

Figure 100: Asset assigned to the Group

Asset View

Asset View Submodule is for users who only have view rights. A complete list of assets is available. Assets are not available for editing in the Asset View submodule.

To access Asset View navigate to Shop Floor Control > Configuration > CMMS Asset > Asset View.
The following actions are available to users in CMMS Asset View: Search andView.

Figure 101: Asset View Main page

Repair Category

Sometimes the production line’s low OEE value may be caused by worn out, misaligned, or broken parts on the asset itself. To resume producing a good quality product, the repair team must replace or refurbish the asset’s parts or calibrate the asset itself. The management team may also want to view the asset’s repair history according to reported Problems and/or most commonly reported repairs (Top Repair Codes). All repair details are compiled into reports that are available on the factory’s shop floor via Operation Dashboard. Overall, OEE’s Repair Code feature is a valuable tool that helps management teams to determine the root cause of poor OEE scores.

Following is an example of how a production team might use OEE Repair Codes to improve the quality of its factory’s products.

Repair Code Scenario

Managers on the factory floor view their Operation Dashboard screens and notice that a certain asset’s OEE scores are critically below the defined target level (See Setting Targets for OEE Data discussion in this document).
Management informs the repair, production, & quality teams to check the equipment.
By digging deeper into the corresponding OEE Reports, the engineering team concludes the problem is caused by poor quality asset (machine) parts.
A work order is created in CMMS and the repair team replaces the parts.
The machine resumes producing a good quality product.

Configure Repair Code per Asset

The Repair Code allows technicians to quickly record the outcome of their asset repair after the work order is completed. Managers can determine which assets are frequently down for repair by filtering according to “Repair” in the top menu bar of the CMMS Work Order screen.

Repair codes are directly linked to Root Causes, and Reasons (CMMS Problems). Therefore, it is a good idea to create a relationship between them before the configuration so that OEE report data provides valuable insights.

Read more about how to establish a relationship between problems (reasons), repairs, and root causes in How to Connect Problems (Reasons), Root Causes, & Repairs in OEE.

Standard Repair Codes are defined by asset, according to the following flow: Configure Repair Code Category (OEE) > Configure Repair Code (OEE) > Set Repair Code per Work Order (CMMS Work Order).

To link the Repair Code to the Asset, follow these instructions: How to Set a Standard Repair Code

Repair Category

The Repair Code Category submodule allows users to organize Repair Codes into a categorical hierarchy. From the Repair Category page, users may Add, Edit or Enable/Disable Repair categories. Administrators may add as many Repair Code Categories as needed to describe their business model; users may add or delete Repair Codes directly from the Repair Code Category submodule. (See: Edit A Repair Code Category).

To configure a Repair Code Category, navigate to Shop Floor Control > Configuration > CMMS - Asset > Repair Code Category.

Figure 102: Repair Code Category Main Screen

Add A Repair Category

To add a Repair Category to a pre-existing parent category:

Select a Repair Category icon from the list. A pop-up menu displays are adjacent to the category.
In the pop-up menu, select Add. The Add a New Repair Category pop-up window appears.
Enter a Repair Category Name in the respective field.
Enter a Repair Category Code in the respective field.
Enter a Description of the category in the box provided.
Select SAVE to finish, or Cancel to abort.

Figure 103: Add a New Repair Category

Edit A Repair Category

All Repair Categories are available for edit. To edit a Repair Category:

Select a Repair Category icon from the list. A pop-up menu displays adjacent to the category.
In the pop-up menu, select Edit. The Edit Repair Category pop-up window appears.

Figure 104: Edit a Repair Category

The users can edit any of the following information:

Parent Repair Category: Select a category from the drop-down menu.
Repair Category Name: Enter a new category name in the text box.
Repair Category Code: Change the code assigned to this Repair Category in the text field.
Description: This field is optional.
Status: (Default is Active)

Select Save to finish; select Close to abort.

Repair Category: Repair Code

Within the Repair, users may view the Repair Codes to the selected category.

Repair Code

Under the Repair Code submodule, users can search, add, bulk upload, edit, activate/deactivate, and export repair code entries.

Each Repair Code is assigned a Repair Code Code, for easy identification. Plants can assign naming conventions to suit their individual needs; Repair Code naming convention used for this test example consists of a four-digit numeral preceded by the letter P.

Figure 105: Repair Code Main Screen

Bulk Upload Repair Code

With the Bulk Upload repair code function, users can import(create/add) many repair codes at one time.

This function involves downloading the template file, uploading the file and validating whether data is valid. Users can download the invalid records to check and correct them.

Select the BULK UPLOAD , the Bulk Upload window pop-up.
Select the here(blue link) to download the .csv template file and fill in your repair code records if you do not have the template file.
Drag and drop or select browse(blue link) to open your file.
Select VALIDATE RECORDS, the UPLOAD button will show if the validation process passed.
Select Upload to save the records to the CMMS system.
Select Download invalid records to download and check the invalid records if some records are invalid.

Add Repair Code

To add a new Repair Code:

Select Add from the Repair Code submodule menu. The Add a New Repair Code pop-up window appears.
Complete the fields provided:

Select a Repair Code Category from the respective drop-down list.
Enter a Repair Code Code in the respective field.
Enter a Repair Code Name in the respective field.
Enter a Description in the box provided.
In the Active checkbox select whether the problem will be active.
Select Save to finish or select Close to abort.

Figure 106: Add Repair Code pop-up Window

Edit Repair Code

Any of the Repair Code entry fields can be edited. To edit a Repair Code:

Select a repair code from the list by activating the checkbox next to its name. The Edit function becomes available.
Select Edit. The Edit Repair Code pop-up window appears.
Edit the Repair Code Category by selecting a different item from the respective drop-down list.
Edit the Repair Code Code entry.
Edit the Repair Code Name entry.
Edit the Description.
Check or uncheck the Active box.
Select Save to finish, or Close to abort.

Activate/Deactivate Repair Code

Repair Code entries can be enabled or disabled by the user. To activate/deactivate a Repair Code:

Select a Repair code from the list by activating the checkbox next to its name. The Activate/Deactivate function becomes available.
Select Activate/Deactivate.

Set Repair code for Asset

To set a repair code to an asset:

Navigate to Production > CMMS Work Order.
Select the Repair Type Work Order from the Work Order List.
Click Edit to open the Work Order.
Choose the Repair Code (configured in OEE) from the drop-down list.
Requirements: Only Repair type Work Orders may be assigned a Repair Code. The Work Order must in assigned status.

Spare Parts Usage

Under the Spare parts usage submodule, users can search,bulk upload and export spare parts.

Figure 107: Spare Parts Usage Main page

Given that technician want to bulk upload some load or unload spare parts for asset,

When trying to prepare spare parts usage record, then the users will be able to download the template, with spare parts’s part number, serial number, load/unload time, load/unload user, asset id, work order id.

Given that technician has prepared the spare parts usage via template,

When selecting the csv file and clicking upload,

Then the users can import the load/unload records to CMMS system, including part number, serial number, load/unload time, load/unload user, asset id, work order id.

Bulk Upload

Users are able to bulk upload spare parts load/unload for assets, so that spare parts usage can be tracked by asset or work order.

Select the BULK UPLOAD.
The Bulk Upload page shows.

Figure 108: Bulk Upload Spare Parts

Select the highlink here to download the .csv template.
Select the highlink browser to choose and import the file with spare parts’s part number, serial number, load/unload time, load/unload user, asset id, work order id.
Select VALIDATE DATA to verify the data, if there is invalid data, users can download the file to view the error message. Otherwise, import the valid data to the system.

@@ Line 1: / Line 1: @@
-<small>[http://hsvmeswiki.sanmina-sci.com/mes_wiki/index.php/Cirrus#Categories Cirrus] &gt; [http://hsvmeswiki.sanmina-sci.com/mes_wiki/index.php/Shop_Floor_Control Shop Floor Control] &gt; [http://hsvmeswiki.sanmina-sci.com/mes_wiki/index.php/Configuration Configuration] > CMMS Asset</small><br>
-[[Image:Sanmina logo.png|130px|Sanmina logo.png]]
+<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] > [[Shop_Floor_Control|Shop Floor Control]] > [[Configuration|Configuration]] > CMMS Asset</small>
-<br>
+&nbsp;
-<center>'''CMMS Asset''' </center> <center>'''Version Cirrus''' </center> <center>'''Work Instruction''' </center>
-<br>
-<center>This Work Instruction is Sanmina's corporate standard.</center> <center>This document is under revision control. The latest revision is located on SanminaNet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>
-''This edition applies to Cirrus and all subsequent releases and modifications until otherwise indicated in new revisions.''
+&nbsp;
+&nbsp;
+&nbsp;
+<center>'''Shop Floor Control'''</center> <center>'''Configuration'''</center> <center>'''CMMS Asset'''</center> <center>'''Version MES 15.82'''</center> <center>'''Revision I1'''</center> <center>&nbsp;</center> <center>&nbsp;</center> <center>&nbsp;</center>
+&nbsp;
-== Asset ==
+&nbsp;
-The Asset module is designed for administrators to perform all administration-related actions. There are six sub-modules available to local system administrators. Refer to the table below for sub-module names and corresponding functions:
-{|border="2" cellspacing="0" cellpadding="4" width="58%"
+&nbsp;
-|align = "center" bgcolor = "#CCCCCC"|'''Sub-module Name'''
-|align = "center" bgcolor = "#CCCCCC"|'''Function'''
+&nbsp;
+&nbsp;
+&nbsp;
+= <span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset">Introduction</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
+The Asset module is designed for administrators. Within CMMS Asset, approved users can configure details related to a plant's assets, and perform administration-related actions. There are sub-modules in the Asset portal available to the system administrators. Each submodule is described in detail within this work instruction.
+{| class="wikitable"
+|-
+! align="center" bgcolor="#CCCCCC" style="width: 112px;" | '''Sub-module Name'''
+! align="center" bgcolor="#CCCCCC" style="width: 855px;" | '''Function'''
+|-
+| align="center" style="width: 112px;" | '''Asset'''
+| style="width: 855px;" |
+*The main purpose of this submodule is to manage all details of a company's assets. Administrators can create, edit, and delete the list of assets.&nbsp;
+|-
+| align="center" style="width: 112px;" | '''Production Line'''
+| style="width: 855px;" |
+*The main purpose of this feature is to add, edit and disable a production line. Administrators configure all details associated with a production line to include: line name, building, shop floor, and location.
+|-
+| align="center" style="width: 112px;" | '''Location'''
+| style="width: 855px;" |
+*The main purpose of this feature is to add, edit, delete&nbsp;and disable a location. Plant personnel manages locations according to the group, production line, and asset.
+|-
+| align="center" style="width: 112px;" | '''Asset Type'''
+| style="width: 855px;" |
+*The main purpose of this feature is to manage a company's asset&nbsp;types. Managers can add, delete, and edit asset&nbsp;types.
+|-
+| align="center" style="width: 112px;" | '''Checklist'''
+| style="width: 855px;" |
+*The main purpose of this feature is to add, delete and edit maintenance checklists for asset&nbsp;types/assets.
+|-
+| align="center" style="width: 112px;" | '''Problem'''
+| style="width: 855px;" |
+*The main purpose of this feature is to create, edit, delete and disable problems. Problems are defined as the parts that went wrong in some manner, which include software problems and hardware problems. Each problem is assigned a Problem Code. A problem can belong to multiple categories; however, it can only belong to one problem type.
+|-
+| align="center" style="width: 112px;" | '''Problem Type'''
+| style="width: 855px;" |
+*The main purpose of this feature is to create, delete, edit, or disable problem types. Administrators can assign problem codes, names, and descriptions to new problem types, edit existing problem codes; and change a problem code's status from active/inactive.
 |-
-|'''Asset'''<br>
+| align="center" style="width: 112px;" | '''Problem Category'''
-|
+| style="width: 855px;" |
-* The main purpose of this feature is to create, edit and delete list of assets.
+*The main purpose of this feature is to create, edit and delete a category. Problem categories are divided by problem attributes. Problem categories include manufacturing problems, production problems, process problems, quality problems, energy problems, system problems, and material problems. Administrators can add or delete a new Problem Category or edit the parameters of an existing problem category.&nbsp;
 |-
-|'''Checklist'''<br>
+| align="center" style="width: 112px;" | '''Asset Mapping'''
-|
+| style="width: 855px;" |
-* The main purpose of this feature is to create, delete and edit check list for machines/Asset.
+*The '''Asset Mapping''' submodule is used to identify shop floor location details (Client ID, Device ID, Location Name) of a given asset.
 |-
-|'''Location'''<br>
+| align="center" style="width: 112px;" | '''Import Mapping'''
-|
+| style="width: 855px;" |
-* The main purpose of this feature is to create, edit, delete and disable a location.
+*'''Import Mapping''' provides an option&nbsp;to batch import client Ids and location details to numerous assets at one time. The system validates the data against existing data.
 |-
-|align = "center"|'''Machine Type'''
+| align="center" style="width: 112px;" | '''My Asset'''
-|
+| style="width: 855px;" |
-* The main purpose of this feature is to create, delete and edit machine types.
+*'''My Asset '''submodule supports the same functions as Asset Submodule; the difference between them is that My Asset Submodule only displays assets assigned to the current user whose group category is '''Asset Using Group''' or '''Asset Owning Group'''.
 |-
-|align = "center"|'''Problem '''
+| align="center" style="width: 112px;" | '''Asset View'''
-|
+| style="width: 855px;" |
-* The main purpose of this feature is to create, edit, delete and disable problems. Problems are defined as the parts that went wrong in some manner, which include software problems and hardware problems. Each problem has its own Problem Code, though they are not necessarily unique. While a problem can belong to multiple categories, it can belong to only one problem type. Examples of problem categories are Manufacture Problem, Quality Problem, or Energy Problem.
+*Asset View provides a complete list of asset details. This is a view-only screen.
 |-
-|align = "center"|'''Problem Category'''
+| align="center" style="width: 112px;" | '''Event Code'''
-|
+| style="width: 855px;" |
-* The main purpose of this feature is to create, edit and delete a category.  Problem categories are divided by problem attribute. Problem categories include manufacture problems, production problems, process problems, quality problems, and energy problems.
+*In this module, users can define the event code with the event name and the asset status, such as Running, Spare, n Maintenance, Setup, Idle, and Calibration. The system will match the asset status once it receives the event code.
 |-
-|align = "center"|'''Problem Type'''
+| align="center" style="width: 112px;" | '''Repair Category'''
-|
+| style="width: 855px;" |
-* The main purpose of this feature is to create, edit, delete and disable types.
+*The main purpose of this feature is to create, edit a repair category. Administrators can add a new Repair Category or edit the parameters of an existing repair category.&nbsp;
 |-
-|align = "center"|'''Production Line'''
+| align="center" style="width: 112px;" | '''Repair Code'''
-|
+| style="width: 855px;" |
-* The main purpose of this feature is to create, edit and disable a production line.
+*The main purpose of this feature is to create, edit&nbsp;and disable repair codes.
 |-
-|align = "center"|'''Root Cause'''
+| align="center" style="width: 112px;" | '''Spare Parts Usage'''
-|
+| style="width: 855px;" |
-* The main purpose of this feature is create a set of root cause to support the Manufacturing feedback process.
+*The main purpose of this feature is to view, bulk upload the spare parts usage.
 |}
-The CMMS Administration Module is accessed by select  '''Shop Floor Control <nowiki>></nowiki> Configuration  <nowiki>></nowiki> CMMS-Asset'''
+&nbsp;
+'''Figure 1: CMMS Asset Module'''
+[[File:Figure 1- CMMS Asset icon1.png|border|700px|Figure 1- CMMS Asset Module.png]]
+&nbsp;
+&nbsp;
+== <span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_2"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module"><span class="mw-headline" id="Asset_Sub-Module">Asset</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span>[[File:Asset icon1.png|frameless|RTENOTITLE]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-''' Figure 1: CMMS Asset Module'''
+The Asset sub-module allows users to view assets and to perform various tasks related to asset management. Users can '''search/filter''' the Asset List; '''add/edit''' assets; '''export/copy''' asset information onto local drives, and&nbsp;'''view&nbsp;'''details of a specific asset.&nbsp;Users can define the '''calibration''', '''maintenance''', and '''attachment''' information for the assets.
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_01.jpg|700px]]
+&nbsp;
-Now the user is able to access all available sub-modules.
+<br/> 1. To access the CMMS Asset sub-module, navigate to '''Shop Floor Control > Configuration > CMMS Asset.'''
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+. The&nbsp;'''Asset List '''displays all existing assets.
-|&nbsp;
-|}
+'''Figure 2: Asset List Page Main Menu'''
+'''[[File:Figure 2- Asset List Page Main Menu1.png|border|700px|RTENOTITLE]]'''
+&nbsp;
+&nbsp;
+== <span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets"><span class="mw-headline" id="Search.2FFilter_Assets">Search/Filter Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Under the Asset sub-module, users can search and filter the assets list. To '''search/filter''' the entries in the list:
+. Specify the search criteria by using the filters provided:
+*'''Asset ID'''
+*'''Asset Name'''
+*'''Line Name'''
+*'''Asset Serial Number'''
+*'''Supplier'''
+*'''Asset Type'''
+*'''Status'''
+*'''Calibration Needed'''
+*'''Customer Owned'''
+*'''Manufacturer'''
+*2. Select the search icon (e.g. magnifying glass).
+&nbsp;
+== <span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features"><span class="mw-headline" id="More_View_Features">More View Features</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Users can hover over data in any of the columns of CMMS Asset to view the field in hover view.
+'''Figure 3: Hover Feature in CMMS Asset View&nbsp;'''
+[[File:Hover asset view.png|border|800px|Hover asset view.png]]
+&nbsp;
+&nbsp;
+== <span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets"><span class="mw-headline" id="Export_Assets">Export Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Users may export asset information as a .csv file
+#Select the ... icon on the top menu bar.
+#Choose the '''Export All Columns '''or '''Export Visible Columns'''.
+#Information will automatically download onto the user’s local drive.
+#The user may then rename, save, print, or share as desired.
+'''Figure 4: Export Asset'''<br/> [[File:Figure 4- Export Asset1.png|border|RTENOTITLE]]
+&nbsp;
+== <span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets"><span class="mw-headline" id="Add_Assets">Add Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Under the Asset sub-module, users can add assets to the asset list. To&nbsp;'''add '''an asset:
+. Select '''ADD ASSET'''&nbsp;from the top right&nbsp;menu. The '''Add Asset&nbsp;'''window appears.
+'''<u>Note</u>: '''Configuration can be completed within either the '''add''' or '''edit '''functions. Configuration tasks can also be completed within the '''Work Order & Preventive Maintenance&nbsp;'''module.&nbsp;'''''('''''<b>Administration > Shop Floor Control > Configuration > Work Order & Preventive Maintenance</b>).
+<br/> '''Figure 5: Add Asset'''
+'''[[File:Figure 5- Add Asset1.png|border|700px|RTENOTITLE]]'''<br/> &nbsp;
+. Enter the asset'''&nbsp;Basic information '''into the appropriate fields:
+*'''Asset ID''': Enter the asset ID number here. Take note that the asset ID cannot be changed or edited once it is established in the system.
+*'''Asset Name''': Designation for the asset.
+*'''Asset Type''': The asset type&nbsp;for a group of assets (e.g. reflow ovens, test equipment) Multiple configurations can be configured according to asset type (groups, assets, checklists, etc.) - adding asset types saves significant setup time.Select&nbsp;'''Asset Type'''&nbsp;from the drop-down list.
+*'''Status: '''Asset status can be:
+**'''Running''': Asset is currently running on the line.
+**'''Obsolete''': An asset that has been temporarily or permanently moved from production.
+**'''Spare''': Asset is not currently in production, but is available for use if needed.
+**'''In Maintenance''': The tool is currently being maintained by PM plan.
+**'''Unscheduled Down''': Asset breaks down unscheduled.
+**'''Scheduled Down''': Asset is down scheduled.
+**'''Setup''': Asset is currently waiting for running because of setup.
+**'''Idle''': Asset is not in use.
+**'''Calibration''': The Asset is under the calibration process.
+**'''To be reviewed''': This status happens when the tooling maintenance work order is not conducted till the milestone reaches or maximum usage has reached but the engineer wants to double check before scrapping.
+**Default value = To be reviewed.
+*'''Asset Photo: '''An image of the asset for easy identification. Users '''Browse''' and&nbsp;'''Upload''' Asset images from their local drive,&nbsp;then to view the image.
+<ol start="3">
+<li>Enter the&nbsp;'''Advanced information i'''nto the appropriate fields:</li>
+</ol>
+*'''Plant''': Plant where the Asset is located.
+*'''Line Name''': Production line where the asset is located.
+*'''Location Number''': The numbered ID associated with the Location for that asset.
+*'''Location''': Location for the asset. There are 3 levels available for use: Building, Floor, and Shop Floor. A Production Line: This field is disabled unless a shop floor is selected in the Location # field, as the Production Line options are based upon the shop floor location.
+*'''Manufacturer''': Displays all available manufacturers. Select one from the drop-down list.&nbsp;
+*'''Manufacture''' '''Date''': Date on which the asset was manufactured. The current date is selected by default. yyyy/mm/dd
+*'''Warranty''' '''Date''': Date on which the warranty period of the asset ends. The current date is selected by default.
+*'''Install Date''': The date on which the asset is installed. The current date is selected by default.
+*'''Virtual''' '''Asset''': Virtual assets represent those “machines” or “tools” that are not physical in nature, such as software packages, or computer applications that require regular maintenance of a different type, such as periodic updates, data cleansing, or virus scans. Checkbox interface. Default is unchecked.
+*'''Key''' '''Asset''': Key Asset is designed as an asset label/property intended to be used for production scheduling, which means bottleneck asset for one production line. For example, If one key asset is scheduled down (according to plant calendar etc), Production Scheduling may regard the whole MFG line as down..
+*'''Asset Serial Number:''' The Serial Number of the asset.
+*'''Owner''': Department in charge of the asset’s maintenance and repair.
+*'''Sub Tag Number''': The sub tag number marked on the asset itself. This number will be used when configuring and sending data virtually.&nbsp;
+*'''Cost Center''': Cost center for the asset.
+*'''Locator''': Locator for the asset.
+*'''Supplier''': The supplier for the asset.
+*'''Install Date''': Date on which the asset is installed. The current date is selected by default.
+*'''Run Time(Hours):''' The time (in hours) the asset keeps on running in a lifecycle, something like how many miles has been running for a car..
+*'''Customer Owned''': Asset is owned by the customer. Checkbox. Default is unchecked.
+*'''Customer''': The customer name.
+*'''PoC ''': Point of contact.The person that is in charge of that machine on the floor or uses the machine on the floor to manufacture a product..
+*'''PO Number''': The PO number for the asset.
+*'''Owning Dept.''': Department to which the asset belongs.
+*'''Using Department''': Department who uses the asset. This field is optional.
+*'''Additional Emails''': Add email addresses of those individuals involved with this asset’s maintenance, but not included in group configurations. Note: To add multiple email addresses, use a list format with commas in between each email address.
+*'''Model Number''': The Model number of the asset.
+*'''Asset Description''': This field is optional. Include any additional information about the asset here.
+<u>'''Note'''</u>:&nbsp;
+. The&nbsp;'''Asset ID''', '''Asset Name,''' and '''Asset Type''' are mandatory fields.'''Asset ID '''and '''Asset Name'''&nbsp;allow space in between.
+.&nbsp;'''&nbsp;'''Manufacturers and Suppliers are defined in '''[https://42qrpt1.42-q.com/mes_wiki/index.php/SOP-MES0073_CMMS_Admin#Company CMMS Admin > Company]'''. When configuring Company information it is important to select the appropriate heading from the drop-down screen. Users can select a company as a '''Supplier''', '''Manufacturer''', or '''Both'''. If selected incorrectly, companies will not be available in the drop-down list&nbsp;
+.The&nbsp;'''Warranty Date''' can not be prior to the '''Manufacture Date'''.If the warranty date set prior to the manufacture date, a warning message will prompt up.
+&nbsp;
+== <span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets"><span class="mw-headline" id="Bulk_Upload_Assets">Bulk Upload Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+With the Bulk Upload asset function, users can import(create/add) many assets at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download the invalid records to check and correct. &nbsp;
+#Select the '''BULK UPLOAD''' , the Bulk Upload window pop-up.
+&nbsp; '''Figure 6: Bulk Upload Asset'''
+[[File:Figure 6- Bulk Upload Asset1.png|border|Figure 7- Bulk Upload Asset.png]]
+<ol start="2">
+<li>Select the here(blue link) to download the .csv template file and fill your assets records if you do not have the template file.</li>
+<li>Drag and drop or select browse(blue link) to open your file.</li>
+<li>Select '''VALIDATE RECORDS''', the '''UPLOAD''' button will show if the validation process passed.</li>
+<li>Select '''Upload''' to save the assets records to the CMMS system.</li>
+<li>Select '''Download''' invalid records to download and check the invalid records if some records are invalid.</li>
+</ol>
+'''Figure 7: Download invalid Records'''
+[[File:Figure 7a Download error information.png|border|Figure 7a Download error information.png]] &nbsp;
+&nbsp;
+== <span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets"><span class="mw-headline" id="Edit_Assets">Edit Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+. Select an asset from the list , then the buttons list for asset properties will show at the top and right.
+. There are Tabs/buttons&nbsp;available for edit/configuration: '''Edit Asset, Calibration, Maintenance,&nbsp;Group, Attachment, View, Copy Asset, Print, Spare Parts.'''
+.Select '''Edit Asset'''. This opens the&nbsp;'''Edit Asset '''Properties pop-up window.
+. The '''General '''is displayed by default.
+&nbsp;
+'''Figure 8: Edit Asset Properties Screen'''<br/> <br/> [[File:Figure 7- Edit Asset ICON1.png|border|700px|RTENOTITLE]]
+&nbsp;
+&nbsp;
+&nbsp;
+=== <span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab"><span class="mw-headline" id="Edit_Asset:_General_Tab">Edit Asset: General&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+Under the '''Edit Asset '''window, the user may edit the property fields that were defined when the Asset was created:
+Select '''Save''' to save the changes of the asset information. &nbsp;
+'''Figure 8a: Edit Asset'''
+[[File:Figure 7a Edit Asset 1.png|border|700px|Figure 7a Edit Asset 1.png]]
+&nbsp;
+&nbsp;
+=== <span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration"><span class="mw-headline" id="Edit_Asset:_Calibration">Edit Asset: Calibration&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+#&nbsp; Calibration assignments are created according to the asset, using the asset’s Calibration function.
+#Select the '''Calibration''' [[File:Edit asset Calibration icon.png|Edit asset Calibration icon.png]]&nbsp;icon to open the Calibration subpage.
+'''Figure 9: Edit Asset Calibration Details'''
+[[File:Figure 9- Edit Asset Calibration Details1.png|border|700px|Figure 17- Edit Asset Calibration Tab Details.png]]
+. Input all applicable data, then click the '''Save''' button to submit or '''Cancel''' to abort.
+&nbsp;
+==== <span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields"><span class="mw-headline" id="Calibration_Fields">Calibration Fields</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+The following fields are available for input:
+*'''Calibration Needed(?)''': Define whether&nbsp;this asset needs calibration. Select the checkbox if the asset needs calibration. <u>'''Note'''</u>: Once configured, the necessary calibration will appear in the '''Calibration Requested''' list under '''Production > Calibration > My Requested'''.
+'''<u>Note</u>''': When creating a new Asset, the system will set Calibration Needed false by default, that means the Assets doesn’t need calibration,&nbsp;the user can select the checkbox if the asset needs calibration.
+*'''Status:''' The following status options refer to the Asset being calibrated:
+#'''In use''': Calibration OK: paste label
+#'''Scrap''': Cannot repair; must be scrapped
+#'''Conditional Use''': In use on the special condition
+#'''NCR (No Calibration Request)''': No scale with the machine; paste “NCR” label
+#'''NIS: (Not In Service)''': The machine is presently not in service and calibration is not needed at this time; paste “NIS” label.
+'''<u>Note</u>''': Assigning an unused asset to “NIS” reduces costs.
+<ol start="6">
+<li>'''Lost''': Lost by user department and cannot be located; paste “lost” label to mini-machine and change status to “Lost.”.</li>
+</ol>
+'''<u>Note:</u>''' By marking the asset status lost, the record remains in the MES system.
+<ol start="7">
+<li>'''RTC''': ('''Return to Customer''').</li>
+</ol>
+'''<u>Note</u>''': Once returned, the asset will be removed from the system. It belongs to the customer and is no longer available to the plant.
+<ol start="8">
+<li>'''On hold''': Calibration failure; repair and recalibration needed</li>
+</ol>
+*'''Method:'''
+#'''Internal calibration''': Calibration is performed by the company’s in-house lab (see '''Type: QA Calibration, below''').
+#'''External calibration''': Calibration is performed by calibration service providers that are accredited to ISO/IEC 17025 or accredited by CNAS, and qualified by 42Q. (see '''Type: Engineering Calibration, below''').
+*'''Accuracy''': Required Tolerance Level for the asset calibration, such as ±0.3℃.
+*'''SOP/WI''': The SOP/WI document for the calibration.
+*'''Internal Costs''': Amount billed for this calibration.
+*'''Money Spent:''' (This field is Optional) Amount billed for this calibration.
+*'''Currency''': The type of currency used in the plant, according to country. Choices include: CNY/USD/JPY/EUR/MYR/THB/INR/HUF/GBP/AUD/BRL/CAD/CHF/CZK/DKK/HKD/IDR/ILS/KRW/MXN/NOK/NZD/PLN/SEK/SGD/TWD.
+*'''Calibration''' '''Service''' '''Provider''': Calibration Service Provider for the asset being serviced. &nbsp;
+*'''Alert''' '''Email''': Send an automatic email alert to the rescheduling group. <u>'''Note'''</u>: An automatic email will be sent to the rescheduling/approver and requester for rescheduling/approval action if uses select the checkbox.
+*'''Alert''' '''Email''' '''Before''' (Days):The number of days before the scheduled calibration to send an email alert.&nbsp;
+*'''Need''' '''Approval''': Choose whether or not the calibration needs to be approved.
+*'''Approval''' '''User'''*: If the calibration needs approval, the user must select the approval user by choosing a user from the drop-down list provided.
+*'''Repeat Type''': The period (in Day/Month/Year) between calibrations.
+*'''Repeat Every''': Calibration repeat frequency.&nbsp;&nbsp;
+'''<u>Note:</u>''' The&nbsp;'''Engineering Calibration''' team or '''QA Calibration''' team (located under '''Type''') specify current calibration dates for each piece of equipment, then according to calibration frequency ('''Repeat Type(Day/Month/Year'''), the system calculates the next calibration (due) date for each piece of equipment.
+*'''Grace Period(Days):''' The time period (in days) available to change the next calibration date. Days can be set before and after (Forward/backward) the last calibration date or after (Backward) the next calibration date. The default for this setting is one week (7 days); plants typically set this date for the 15th day of the month.
+*'''Last Calibration Date:''' The last calibration date is synced from the actual calibration date filled at the calibration record.
+*'''Next Calibration Date''': This field automatically populates based on the date chosen above and the number of days chosen in the interval field.
+*'''Grace Orientation''': Grace orientation determines whether the grace period for rescheduling calibration is '''before''' or after the date of the '''next calibration.''' Choose '''Forward/Backward''' to set the period before '''and '''after the last calibration date. Choose '''Backward''' to set the time period '''after''' the next calibration date.
+#'''<u>EXAMPLE:</u>'''&nbsp; If the last calibration date was the 15th of the month, a 7-day Forward/Backward grace period would allow the user to reschedule the calibration date anytime between the 8th day of the month and the 23rd of the month. A 7-day Backward grace period in this example allows the user to change the calibration date anytime between the 15th - 23rd of the month.
+#'''<u>Note</u>''':&nbsp;''If Forward is chosen, Next to Last Calibrated Date cannot be later than Last Calibrated Date+Calibration Internal. If Backward is chosen, Next to Last Calibrated Date cannot be later than Last Calibrated Date+Calibration Internal+Grace Period.''
+*'''Comment''': Add any additional comments in this text box.
+&nbsp;
+=== <span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance"><span class="mw-headline" id="Edit_Asset:_Maintenance">Edit Asset: Maintenance&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+Users can add/edit tooling maintenance requirements for an individual asset in the asset’s '''Maintenance Tab'''.
+#Select the '''Maintenance''' [[File:Edit asset Maintenance icon.png|Edit asset Maintenance icon.png]]&nbsp;icon to open the Maintenance subpage.
+'''Figure 10: Edit Asset Maintenance'''
+[[File:Edit Asset Maintenance.png|border|800px|Edit Asset Maintenance.png]]
+There are three scenarios for setting asset maintenance:
+. The maintenance of the asset type has been set. In the asset maintenance page, select the checkbox '''Inherited form the Asset Type''' and save, directly inheriting from the asset type maintenance.
+. The maintenance of the asset type has not been set, the user can set maintenance in the asset maintenance page, in this case the button will automatically change to '''SAVE AND SYNC TO ASSET TYPE'''. Click this button to save the asset maintenance settings and synchronize them to the asset type.
+. The asset type has been set, but the users do not inherit the maintenance of the asset type(not select the checkbox '''Inherited form the Asset Type'''). They can only set the maintenance for this asset.
+See [[#Edit_Asset_Type:_Maintenance_Tab|Edit Asset Type: Maintenance Tab]] for instructions on Tooling Maintenance. Complete instructions and background are available in [[42Q-MES0142-C_Tooling_Control|Tooling Control Work Instructions]].
+&nbsp;
+=== <span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab"><span class="mw-headline" id="Edit_Asset:_Group_Tab">Edit Asset: Group&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+#&nbsp;Using the '''Group button''', users can assign groups to the selected asset. There are two tabs available within the '''Group&nbsp;:''' '''Group list; Inherited Groups.'''
+#Select the '''Group''' [[File:Edit asset Group icon.png|Edit asset Group icon.png]]&nbsp;icon to open the Group subpage.
+&nbsp;
+==== <span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_Tab:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_Tab:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_Tab:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_Tab:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_Tab:_Assign_a_Group"><span class="mw-headline" id=".E2.80.8B_Group_Tab:_Assign_a_Group">&nbsp;Group&nbsp;: Assign a Group</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+The Group&nbsp; function is used to assign groups to a selected asset.
+<u>'''Note'''</u>: When doing Group configuration at Asset level by Add button, it's led by Group Name rather than group category. When the user selects a group name, all the predefined group categories will be displayed in the column with a checkbox by default, the user can be able to select/unselect one or more categories for specific&nbsp; assets if necessary.
+#Users may '''add''' groups from the selected group list by choosing the '''ASSIGN GROUP''' icon.
+'''Figure 11: Assign Group'''
+[[File:Figure 10- Assign Group1.png|border|800px|1]]
+<ol start="2">
+<li>The&nbsp;'''Group List '''pop-up window displays.</li>
+<li>Selected Groups appear in the top portion of the tab.</li>
+<li>Groups to be added ('''Inherited Groups''') are listed on the bottom portion of the tab.&nbsp;</li>
+</ol>
+<u>'''Note'''</u>: This list displays the configuration completed in the '''Group''' function of '''CMMS Admin''' (Shop Floor Production > Configuration > CMMS Admin > Group > Add Group). This association will be applied when creating work orders.
+<ol start="5">
+<li>The user can search groups by Group Name, category, and Department.</li>
+</ol>
+'''Figure 12: Edit Asset: Search Groups&nbsp;'''
+[[File:Figure 12- Edit Asset- Search Groups.png|border|800px|1]]
+&nbsp;
+<ol start="6">
+<li>Select the button '''NEXT''', then the Category will appear at the list below.</li>
+</ol>
+<u>'''Note'''</u>: When the user selects a group name, all the predefined group categories will be displayed in the column with the checkbox by default, user can be able to select/unselect one or more categories for a specific asset if necessary.
+'''Figure 12a: Edit Asset: Group Category'''
+[[File:Figure 12a- Edit Asset- Group Category1.png|border|700px|1]]
+<ol start="7">
+<li>Select/unselect the Category assigned to the asset from the Category list.</li>
+<li>Categories include:</li>
+</ol>
+*'''WO''' '''Requester''': Group that can request the Work Order
+*'''WO''' '''Assignment''': Group can be assigned to complete the Work Order
+*'''PM''' '''Requestor''': Group that can request the Preventive Maintenance
+*'''PM''' '''Assignment''': Group can be assigned to the Preventive Maintenance
+*'''PM''' '''Notification''': Group to receive an automatic email notification for Preventive Maintenance Work Order
+*'''PM''' '''Rescheduling''': Group assigned to reschedule Preventive Maintenance
+*'''Escalation''': Group that will receive email notifications if the work order is not opened by the WO Assign group within a set period of time.
+*'''Calibration''' '''Requestor''': Group that can request the calibration
+*'''Calibration''' '''Assignment''': Group can be assigned to complete the calibration
+*'''Calibration''' '''Rescheduling''': Group can be assigned to reschedule the calibration
+*'''Calibration''' '''Notification''': Group to receive an automatic email notification for Calibration Work Order
+*'''Asset''' '''Using''' '''Group''': Group that uses Asset, If Asset assigned to the Asset Using Group, it can be managed at the My Asset module.&nbsp;
+<ol start="9">
+<li>Once located, select the group line by activating the checkbox next to its listing.</li>
+<li>Select '''SAVE''' to save the Group or Cancel to abort.</li>
+<li>Once added, the new group will display on the top section of the Group Tab page.</li>
+</ol>
+&nbsp;
+==== <span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group">Group&nbsp;: Import from an Inherited Group</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+The '''Import from Inherited Groups''' option saves configuration time for busy administrators by linking similar predefined groups to the current group. Inherited Groups are selected according to their production line or Location&nbsp;([[#Production_Line_Submodule|'''CMMS Asset > Production Line''']]). As an example, consider the following:
+#Manager A is assigning groups to an Optical Test Inspection machine that runs Production Line 2.
+#The In-Circuit Test Inspection Machinery that operates Production Line 1 already has a group of trained technicians assigned.
+#Manager A wants to assign Production Line 1 technician to Production Line 2.
+#She selects '''Import from Inherited Group '''to assign Production Line 1’s technicians to Production Line 2.
+#Please&nbsp;'''<u>Note</u>''': For groups to be available in the Import from Inherited Group section, Production Line 1 must be mapped to the Group. ('''CMMS Asset > Production Line''').
+#<u>'''Please Note'''</u>: Manager A cannot assign Production Line 1’s Group to Production Line 2 unless the group has been mapped to the Production Line first. If the group has not been mapped to the production line, there will be no data available in the Import from Inherited Group section. This association is defined in '''CMMS Asset > Production Line.''' Users may also '''add groups''' from the Inherited '''Group List''' located on the bottom portion of the '''Group Tab''' page.
+<u>'''Note:&nbsp;'''</u>For asset Inherited group, will be inherited from groups mapped with production line&nbsp;first, if production line doesn’t map group, will be inherited from groups mapped with Location.&nbsp;&nbsp;
+&nbsp;
+&nbsp;
+Tim Import from Inherited Group:&nbsp;
+#Select&nbsp;the '''Import from&nbsp;Inherited Group&nbsp;icon'''.
+#A pop-up window displays, entitled '''Group List'''.
+#Choose the&nbsp;'''Inherited Group''' from the&nbsp;'''Group List'''.
+#Select '''SAVE''' to save&nbsp;or '''CANCEL&nbsp;'''to abort.
+#Once added, the '''Group''' will display in the top portion of the '''Group Tab.'''
+'''Figure 13: Import from an Inherited Group'''
+[[File:Figure 13- Import from an Inherited Group1.png|border|700px|Inherit from group.png]]
+&nbsp;
+==== <span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault"><span class="mw-headline" id="Group_Tab:_Delete.2FDefault">Group&nbsp;: Delete/Default&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+. Selected groups can be deleted within the '''Group&nbsp;'''of '''Edit Asset'''.<br/> 2. To '''delete''':
+*Select the '''Group''' by activating the checkmark next to its name.
+*Choose '''DELETE'''.
+. Users can also '''change the status '''of a group within the&nbsp;'''Group '''&nbsp;of '''Edit Asset.'''<br/> 4. To mark the group as the '''Default''' Group:
+*Select the '''Group''' by activating the checkmark next to its name.
+*Choose “'''Is Default Group'''.”
+*Users may remove the default status by selecting the “'''Is Default Group”''' again.
+*Groups that are not the default group are noted as inactive for the '''Is Default&nbsp;''''''Group '''column.
+&nbsp;
+'''Figure 14: Group&nbsp;: Delete a Group/Mark as Default'''
+'''[[File:Delete asset group button.png|border|700px|RTENOTITLE]]'''
+<u>'''Note'''</u>: Groups are configured within '''CMMS Admin''' ('''Shop Floor Control > Configuration > CMMS Admin''') underneath '''Group'''.<br/> &nbsp;
+&nbsp;
+=== <span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment_Within_the_Attachment_.2C_users_can_view.2C_upload.2C_edit.2C_or_enable.2Fdisable_attachment_files_pertaining_to_the_given_asset."><span class="mw-headline" id="Edit_Asset:_Attachment_Within_the_Attachment_.2C_users_can_view.2C_upload.2C_edit.2C_or_enable.2Fdisable_attachment_files_pertaining_to_the_given_asset."><span class="mw-headline" id="Edit_Asset:_Attachment_Within_the_Attachment_.2C_users_can_view.2C_upload.2C_edit.2C_or_enable.2Fdisable_attachment_files_pertaining_to_the_given_asset."><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab"><span class="mw-headline" id="Edit_Asset:_Attachment_Tab">Edit Asset: Attachment</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+<span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline">&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span>Within the&nbsp;'''Attachment ''', users can '''view''', '''upload''',&nbsp;'''edit,''' or '''enable/disable''' attachment files pertaining to the given asset.</span></span></span>
+#Select the&nbsp;'''Attachment&nbsp;[[File:Edit asset Attachment icon.png|Edit asset Attachment icon.png]]'''&nbsp; icon to open the attachment subpage.
+'''Figure 15: Attachment&nbsp; Window'''
+[[File:Figure 15- Edit Asset Attachment1.png|border|700px|Figure 11- Add a Attachment Pop-up Window.png]]
+To add&nbsp;'''attachment''':<br/> '''1. Choose the '''ADD ATTACHMENT'''&nbsp;icon .<br/> 2. The '''Add&nbsp; Attachment'''&nbsp;pop-up window displays.<br/> 3. The following fields are available for completion:'''
+*'''File Name''' (Mandatory)
+*'''File Content '''(Mandatory): Locate the file on the local drive by typing its name in the '''File Content '''field.
+*'''Active/Inactive '''Status: Mark whether the Asset is Active or Inactive. (Default is '''Active''')
+*'''Description''': (Optional)
+. Choose&nbsp;'''SAVE&nbsp;'''to complete the action or '''CANCEL''' to abort.
+'''Figure 16: Add an Attachment Pop-up Window'''
+[[File:Figure 16- Add Attachment Pop-up Window1.png|border|Figure 11- Add a Attachment Pop-up Window.png]]
+&nbsp;
+. Users may '''edit '''an '''Uploaded file''' or download the attachment file.&nbsp;
+&nbsp;
+&nbsp;
+=== <span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="View_Asset:"><span class="mw-headline" id="Edit_Asset:_Boc"><span class="mw-headline" id="Edit_Asset:_Boc"><span class="mw-headline" id="Edit_Asset:_Boc"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab"><span class="mw-headline" id="Edit_Asset:_Boc_Tab">View Asset:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+At the View Asset mode, users can view the general information, the calibration list, history status,checklist, Boc and history tracking of the asset. &nbsp;
+Select '''View''' to open the view asset subpage.
+'''Figure 17: View Asset Main Page'''
+[[File:Figure 18- View Asset Main Page1.png|border|700px|1]]
+<br/> There are 6 tabs: '''General''', '''PM Calendar List''', '''History Status''', '''Checklist''', '''BOC''', and '''History Tracking'''.
+&nbsp;
+==== <span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab"><span class="mw-headline" id="Edit_Asset:_PM_Calendar_List_Tab">&nbsp;PM Calendar List Tab</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+Under the '''PM Calendar List''', users may '''view''' preventative maintenance for a full production line or multiple assets. The PM planned for the production line will eventually be scheduled for all the assets on this production line.
+For configuration details, see '''[[SOP-5-I-MDS0076-C_CMMS_Work_Order_&_Preventive_Maintenance|&nbsp;CMMS Work Order & Preventive Maintenance]]''' or navigate to '''Production > CMMS Preventive Maintenance > PM List/PM Calendar'''. Within the '''Preventive Maintenance''' portal, users can reschedule and edit preventive maintenance work orders and view detailed calendar plans.
+&nbsp;
+'''Figure 18: PM Calendar List'''
+[[File:Figure 19- Asset View PM Calendar list.png|border|700px|RTENOTITLE]]
+&nbsp;
+==== <span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab"><span class="mw-headline" id="Edit_Asset:_History_Status_Tab">&nbsp;History Status Tab</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+Under the '''History Status Tab''', users can view the '''Asset''' '''History''', '''Calibration''' '''History''' and '''Maintenance''' '''History'''.
+'''Figure 19: Asset View - Asset History Status'''
+[[File:Figure 20- Asset View - Asset History Status2.png|border|700px|RTENOTITLE]]
+'''Figure 20: Asset View - Calibration History Status'''
+[[File:Figure 21- Asset View - Calibration History Status1.png|border|700px|RTENOTITLE]]
+'''Figure 22: Asset View - Maintenance History Status'''
+[[File:Figure 22- Asset View Maintenance History Status .png|border|700px|RTENOTITLE]]
+<span class="mw-headline" id="">&nbsp;</span>
+&nbsp;
+==== <span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Edit_Asset:_Checklist"><span class="mw-headline" id="Edit_Asset:_Checklist"><span class="mw-headline" id="Edit_Asset:_Checklist"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset:_Checklist_Tab">Checklist&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+Within this window, users may '''view '''and '''export '''the&nbsp;'''Checklist''' associated with the selected&nbsp;Asset.
+<u>'''Note:'''</u> This window is view only.&nbsp;'''Checklists''' are created in the&nbsp;'''Checklist&nbsp;'''submodule of CMMS Asset.
+Checklist details for view include:
+*'''Checklist Name'''
+*'''Description'''
+*'''Repeat Type'''
+*'''Repeat Every'''
+*'''Updated Date'''
+*'''Updated By'''
+*'''Active/Inactive''' status as denoted by a blue (active) or grey (inactive)checkmark.
+'''Figure 23: View&nbsp;Asset: Checklist&nbsp;'''
+'''[[File:Figure 23- Asset View - Checklist.png|border|700px|RTENOTITLE]]'''
+&nbsp;
+&nbsp;
+==== <span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline" id="Boc"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline">Boc&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+The '''Boc''' (Bill of components) &nbsp;displays component and/or part number information according to the location (department) for the '''Asset ID''' being edited/viewed. The '''Boc tab''' displays in tree format according to parent/child departments and department code.
+'''Boc''' information is configured in CMMS Admin. ('''Shop Floor Control > Configuration > CMMS Admin > Department''').
+'''Figure 24: Edit Asset: Boc&nbsp;'''
+'''[[File:Figure 24- Asset View BOC.png|border|700px|RTENOTITLE]]'''
+&nbsp;
+==== <span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab"><span class="mw-headline" id="Edit_Asset:_History_Tracking_Tab">History Tracking Tab</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+A complete history of an asset’s activity is available for view in the '''History Tracking Tab'''. All changes made to the asset are reflected here, including status updates, maintenance activity, and&nbsp;modifications to the asset’s configuration details.
+Activity recorded in '''History Tracking''' is simultaneously recorded in the '''My Asset''' submodule of CMMS ('''CMMS Asset''' > '''My Asset''').
+===== <span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields"><span class="mw-headline" id="History_Tracking_Data_Fields">History Tracking Data Fields</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =====
+*'''Updated by''': the person or event that initiated the change. For example, in the '''figure below''', the first change was prompted by a regularly scheduled work order; the asset is in need of maintenance review. The second change was created by a user (Martha Jordan) who modified details about the asset’s manufacturing, warranty, and install dates; as well as the owning department for the asset.
+*'''Update Date''': The date and time the system activated the change.
+*'''Source Type''': Source Type describes where the change originated. '''Source Types''' include:
+**'''Asset:''' Denotes all changes made directly to the asset.
+**'''WR (Work Request)''': Denotes all changes made as a response to a Work Request.
+*'''Source ID''': This feature is under development.
+'''Figure 25: History Tracking Tab'''
+'''[[File:Figure 25- Asset View History Tracking.png|border|700px|History Tracking Tab.png]]'''<br/> &nbsp;
+&nbsp;
+=== <span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets"><span class="mw-headline" id="Copy_Assets">Copy Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+'''Copy''' is a timesaving feature of '''CMMS Asset'''. Users can easily copy information associated with a given asset to a similar asset.
+#Choose the asset to copy by selecting the checkbox next to its name.
+#Select '''Copy.'''
+#A pop-up window displays: '''Copy Asset'''.
+#Enter the '''Asset ID''' and '''Asset Name''' for the new asset that will inherit all the selected asset’s features.
+#Select '''Save'''.
+#The new Asset’s information is identical to the copied asset except for '''Asset ID''' and '''Asset Name'''.
+'''Figure 26: Copy Asset&nbsp;'''
+[[File:Figure 26- Copy Asset.png|border|RTENOTITLE]]
+&nbsp;
+<ol start="7">
+<li>Edit the new asset fields as needed.</li>
+</ol>
+&nbsp;
+=== <span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="Print_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets"><span class="mw-headline" id="View.2FPrint_Assets">Print Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+Users may print asset information from a printer.
+#Select the asset line.
+#Choose the '''Print''' [[File:Edit asset Print icon.png|Edit asset Print icon.png]]&nbsp;icon on the top menu bar.
+#Will open the Print&nbsp;Asset sub-page.
+#The user may click the Printer Icon to print the Asset information.
+'''Figure 27: Print&nbsp;Asset '''&nbsp; &nbsp;
+[[File:Figure 27- Print Asset1.png|border|800px|24b View Asset-Printer.png]]
+&nbsp;
+&nbsp;
+=== <span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts"><span class="mw-headline" id="Edit_Asset:_Spare_Parts">Edit Asset: Spare Parts&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+&nbsp; Under the '''Spare Parts''', users may load spare parts with its part number, serial number, load time for the asset. The users are able to know which kind of spare parts can be used by this asset, and track the asset’s spare parts usage situation. This is especially important for initiation when no work order has been conducted for the asset to track spare parts.&nbsp; &nbsp;
+#Select the asset.
+#Choose the '''Spare Parts '''[[File:Edit asset Spare parts icon.png|Edit asset Print icon.png]]icon on the menu bar.
+&nbsp; '''Figure 28: Spare Parts Page'''
+[[File:Figure 28- Spare Parts Page.png|border|800px|24b View Asset-Printer.png]] &nbsp;
+<ol start="3">
+<li>Select '''LOAD''' to load the spare parts for this asset.</li>
+</ol>
+'''Figure 29: Edit Asset - Load Spare Parts''' &nbsp;
+[[File:Edit asset-load spare parts.png|border|800px|24b View Asset-Printer.png]]
+*'''Spare Parts’ Part Number''': The Part number of the spare part.
+*'''Serial Number''': The serial number of the spare part.
+*'''Comment''': The comment of the spare part.
+<ol start="4">
+<li>Enter the Spare Parts’ part number, serial number, comment, then select Save to load the spare part.</li>
+<li>Users can select the '''Current/History''' to view the currently used spare parts or the history of spare parts for this asset.</li>
+</ol>
+&nbsp;
+= <span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line"><span class="mw-headline" id="Production_Line_Submodule"><span class="mw-headline" id="Production_Line_Submodule"><span class="mw-headline" id="Production_Line_Submodule"><span class="mw-headline" id="Production_Line_Submodule"><span class="mw-headline" id="Production_Line_Submodule"><span class="mw-headline" id="Production_Line_Submodule"><span class="mw-headline" id="Production_Line_Submodule"><span class="mw-headline" id="Production_Line_Submodule">Production Line[[File:Production Line icon1.png|Production line icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
+From the Production Line sub-module, users can associate production lines with assets. Capabilities include&nbsp;'''Add, Edit''', and '''Export'''.
+#Select the '''Production Line Icon '''to enter the submodule.
+#The Production lina page show.
+&nbsp;
+'''Figure 30: Production Line&nbsp;Page'''
+'''[[File:Figure 30- Production Line Page3.png|border|800px|RTENOTITLE]]'''
+&nbsp;
+== <span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line"><span class="mw-headline" id="Add_a_Production_Line">Add a Production Line</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+To add a Production line:
+#From the Production Line sub-module page, select '''ADD'''. The '''Add Production Line '''pop-up window displays.
+'''Figure 31: Add Production Line'''<br/> [[File:Figure 31- Add Production Line1.png|border|800px|RTENOTITLE]]
+&nbsp; &nbsp; &nbsp;2. Complete the fields provided:
+*'''Location''' (Mandatory):&nbsp;'''&nbsp;'''Physical location. A drop-down list is available for easy selection; the list shows the departments in a tree format .
+*'''Line Name''' (Mandatory) Type the line name into the field.
+*'''Description''' (Optional)
+&nbsp; &nbsp; &nbsp;3. Select '''Save''' to complete or '''Cancel''' to abort.
+&nbsp;
+== <span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line"><span class="mw-headline" id="Edit_a_Production_Line">Edit a Production Line</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Users can configure Production Lines using the '''edit '''function. There are three tabs available within the Edit Production Line submodule: '''General, Assets, and Group.'''
+#Select a Production Line.
+#Choose the '''Edit''' icon.
+#The '''Edit This Production Line''' Popup Tab displays.
+'''Figure 32: Edit This Production Line '''<br/> [[File:Figure 32- Edit This Production Line.png|border|800px|RTENOTITLE]]
+&nbsp;
+<ol start="4">
+<li>Users may edit the information in any of the available fields:</li>
+</ol>
+*'''Location''' (i.e., shop floor). A drop-down menu is provided for ease of selection with locations listed in tree format.
+*'''Line Name:''' This field populates automatically once the location is chosen.
+*'''Description:'''&nbsp;Optional
+&nbsp;
+== <span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Production_Line:_Assets"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab"><span class="mw-headline" id="Edit_Production_Line:_Assets_Tab">Production Line: Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+The users can add assets, delete assets, set the asset as a key asset&nbsp; for the production line. &nbsp;
+#Select a Production Line from the list, the '''Assets''' function/icon will be available .
+#Choose the '''Assets''' icon.
+#The '''Assets''' (with the Production Line name) pop-up window displays.
+#&nbsp;Assets are displayed in a block and their status is reflected by the block’s color:
+<ul style="margin-left: 40px;">
+<li>'''Running.'''</li>
+<li>'''Spare.'''</li>
+<li>'''Setup.'''</li>
+<li>'''Idle.'''</li>
+<li>'''In Maintenance.'''</li>
+<li>'''Calibration.'''</li>
+<li>'''Scheduled Down.'''</li>
+<li>'''Unscheduled Down.'''</li>
+</ul>
+<ol start="5">
+<li>&nbsp; &nbsp; &nbsp;The page supports a drag-and-drop function that can be used to change the sequence of the assets.</li>
+</ol>
+'''Figure 33: Production Line&nbsp;Asset&nbsp;'''
+'''[[File:Figure 33- Production Line Assets.png|border|700px|RTENOTITLE]]'''
+<ol start="6">
+<li>&nbsp; &nbsp; &nbsp;Users can '''add''' or '''delete''' assets, and set the asset Is Key Asset or not.</li>
+</ol>
+&nbsp;
+=== <span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets"><span class="mw-headline" id="Assets_Tab:_Add_Assets">Assets: Add Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+#<div>To '''add''' an asset select&nbsp;'''ADD''' from the Assets Tab menu. The '''Select&nbsp;Assets''' pop-up window displays.</div>
+#From the Select'''&nbsp;Assets '''pop-up window, select one or more assets to add.
+#Select the '''Save''' icon on the top left of the screen to add the selected assets, or close the window to cancel.
+'''Figure 34: Add an Asset'''
+[[File:Figure 34- Add Asset.png|border|800px|RTENOTITLE]]
+&nbsp;
+&nbsp;
+&nbsp;
+=== <span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets">Assets: Delete Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+#To '''delete '''an asset, highlight an asset listed in the '''Assets page'''.
+#Select '''DELETE''' from the Assets page&nbsp;menu.
+&nbsp;
+=== <span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets:_Key_Assets"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Is_Key_Asset"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets"><span class="mw-headline" id="Assets_Tab:_Delete_Assets">Assets:&nbsp;Key&nbsp;Assets</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+#To '''set '''an asset is a key asset or not, highlight an asset listed in the '''Assets Tab'''.
+#Select '''Is Key Asset/Not Key Asset'''&nbsp;from the Assets Tab menu.
+'''Figure 35: Is Key Asset'''
+[[File:Figure 35- Is Key Asset or not.png|border|700px|Is key asset.png]]
+The Key Asset&nbsp; with a * at the beginning of the asset name.
+&nbsp;
-===Asset Sub-Module===
+&nbsp;
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+== <span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Production_Line:_Group"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab"><span class="mw-headline" id="Edit_Production_Line:_Group_Tab">Production Line: Group</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-|The Asset sub-module allows users to view assets and to perform various functions related to assets. These functions include, search/filtering the Asset List, adding, editing and deleting assets.
-|}
+The users can assign groups, delete groups for the production line.
-. To access the Asset sub-module, navigate to '''CMMS-Asset <nowiki>></nowiki> Asset'''
+#Select a Production Line from the list, the '''Group''' function/icon will be available.
+#Select '''Group'''. The'''Assign Group '''pop-up window displays.
+#Under the '''Assign'''&nbsp;'''Group ''', the user may '''add''' or '''remove''' groups assigned to a given production line according to the work category.
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+<u>'''Note'''</u>: When doing Group configuration at production Line by Add button, it's led by Group Name rather than group category. When the user selects the group name, all the predefined group categories will be displayed in the column with a checkbox by default, user can be able to select/unselect one or more categories for a specific production line if necessary.
-|&nbsp;
-|}
+&nbsp;
-'''Figure 2: CMMS Asset'''
+'''Figure 36:&nbsp; Production Line: Group&nbsp;'''
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+'''[[File:Figure 36- Production Line- Group.png|border|800px|RTENOTITLE]]'''
-|
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_02.jpg|700px]]
-|}
+&nbsp;
-. The Asset List displays all existing assets.
+=== <span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group"><span class="mw-headline" id="Group:_Add_A_Group">Group: Add A Group</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-'''Figure 3: Asset List Page'''
+#To add a group to a production line, select the'''ASSIGN GROUP'''&nbsp;icon within the Group list&nbsp;tab.
+#A pop-up window displays the '''Group List.'''
+#Users can search groups by Group Name, Category, Department.
+#Select the checkbox at the left of the Group Name, then the Category will appear at the list below.
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+<u>'''Note'''</u>: When the user selects a group name, all the predefined group categories will be displayed in the column with a checkbox by default, user can be able to select/unselect one or more categories for a specific production line if necessary.
-|
+<ol start="5">
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_03.jpg|700px]]
+<li>All the Categories including:</li>
+</ol>
+&nbsp;
-'''''Attention''''': The number of assets is not displayed on the list anymore.
+*WO Requestor
+*WO Assignment
+*PM Requestor
+*PM Assignment
+*PM Notification
+*PM Rescheduling
+*Escalation
+*Calibration Requestor
+*Calibration Assignment
+*Calibration Rescheduling
+*Calibration Notification
+*Asset Using Group
-|}
+The unavailable categories will be gray.
-====Searching/Filtering Assets====
+'''Figure 37: Add Production line Group: Group List'''
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+[[File:Figure 37- Add Production line Group- Group List.png|border|800px|Figure 40- Add Production line Group: Group List1.png]]
-|Under the Asset sub-module, users can search and filter the assets list. To search/filter the entries in the list:
+<ol start="6">
+<li>Select/Unselect the group Categories.</li>
+<li>Select the groups to add to the production line</li>
+<li>Select '''Save''' to complete or '''Cancel''' to abort.</li>
+<li>A success message will display.</li>
+</ol>
-|-
+&nbsp;
-|1. Specify the search criteria by using the filters provided:
-|-
+=== <br/> <span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_Inherited_Group">Group&nbsp;: Import from Inherited Group</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-|
-* Specify Search by field:
-|-
+The&nbsp;'''Import from Inherited Groups '''option saves configuration time for busy administrators by linking similar predefined groups to the current group. Inherited Groups are selected according to their Location.&nbsp;
-|
-* '''Asset ID'''
-|-
+<u>'''Note'''</u>: For Production Line Inherited group, will inherit from groups mapped with the associated location.&nbsp;&nbsp;
-|
-* '''Asset Name'''
-|-
+Users may also add a group by importing from an inherited (child) group.<br/> &nbsp; &nbsp; &nbsp;1. To '''Import from Inherited Group''':
-|
-* Specify '''Machine Type'''
-|-
+*Select the '''Inherited '''icon.
-|
+*The '''Inherite'''&nbsp;'''Group List''' pop-up window displays.
-* Specify '''Department'''
+*Check the groups to import
+*Select '''SAVE&nbsp;'''to complete or '''Cancel''' to abort.
+*A success message will display.
-|-
+'''Figure 38: Import from Inherited Group: Group List pop-up Window'''
-|
-* Specify '''Supplier'''
-|-
+'''[[File:Figure 38- Import from Inherited Group.png|border|800px|RTENOTITLE]]'''
-|
-* Specify '''Production Line'''
-|-
+=== <span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FDefault_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status"><span class="mw-headline" id="Group_Tab:_Delete_Group.2FChange_Group_Status">Group: Delete Group/Default&nbsp;Group Status&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-|
-* Specify '''Location'''
-|-
+#Within the '''Edit Asset: Group Tab''', users may delete a group or change the group’s status.
-|
+#Choose the '''delete''' icon to remove the group from the production line.
-* Specify''' Status'''
+#Change the status of the group by selecting the “'''Is Default Group'''” icon.
-|-
+'''Figure 39: Delete Group'''
-|2. Select the search icon.
-|}
+'''[[File:Figure 39- Delete Group.png|border|800px|RTENOTITLE]]'''
-====Adding Assets====
+== <span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line"><span class="mw-headline" id="Activate.2FDeactivate_a_Production_Line">Activate/Deactivate a Production Line</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+The users can change the status production line. &nbsp;
-|Under the Asset sub-module, users can add assets to the asset list.
-|-
+#Select a Production Line from the list, the Activate or Deactivate function/icon will be available.
-|'''To add an asset'''
+#Select '''Activate''' or '''Deactivate'''. The Status of the production will be changed.
-|-
+&nbsp; '''Figure 40: Activate/Deactivate a Production Line'''
-|1. Select '''Add''' from the Asset List menu. The Add Asset window appears. The Tabs in the bottom of the window are displayed by default.
-|-
+'''[[File:Figure 40- Activate Deactivate a Production Line1.png|border|800px|RTENOTITLE]]'''
-|'''NOTE: '''The tabs configuration can be done during the add or edit asset, if necessary. Also, it could be done during the Work Order Configuration.
-|-
+&nbsp;
-|&nbsp;
-|}
+= <span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule"><span class="mw-headline" id="Location_Submodule">Location&nbsp;[[File:Location icon1.png|`Location icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
-'''Figure 4: Add Asset'''
+Within the '''Location '''submodule, users can '''view '''locations, '''add''' locations to a route; or '''edit''' the '''groups, assets''', and '''production lines''' associated with a given location or route. Locations are listed in a hierarchical fashion represented by folder and subfolder icons.<br/> &nbsp;
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_04.jpg|700px]]
+'''Figure 41: Location Submodule'''
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+== <span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location"><span class="mw-headline" id="Add_a_Location">'''[[File:Figure 42- Location Submodule.png|border|700px|RTENOTITLE]]'''<br/> <br/> Add a Location</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-|1. Enter the asset information into the appropriate fields:
-|-
+#Select the parent route to which the new location will be assigned.
-|
+#A pop-up window will display next to the cursor, with options to '''Add''' or '''Edit'''.
-* '''Asset ID''': Enter the asset ID number here. Take note that the asset ID cannot be changed or edited once it is established in the system.
+#Choose the green '''add icon.'''
+#A pop-up window, '''Add Location,''' displays.
+#Enter the location name in the field provided.
+#Select '''Save''' to add the new location or '''cancel''' to abort.<br/> &nbsp;
-|-
+'''Figure 42:&nbsp;Location Toolbar'''
-|
-* '''Asset Name''': Designation for the asset.
-|-
+[[File:Figure Locaion toolbar.png|border|700px|RTENOTITLE]]
-|
-* '''Machine Type''': Machine type from the drop-down list.
-|-
+'''Figure 43: Add a New Location'''
-|
-* '''Department''': Department to which the asset belongs .
-|-
+[[File:Figure 43- Add a New Location.png|border|RTENOTITLE]]
-|
-* '''Location Number''': Location for the asset. The Production Line (below) drop-down list is then populated with those that are assigned to the specified location.
-|-
+&nbsp;
-|
-* '''Production Line''':  this field is disabled unless a shop floor is selected, as the Production Line options are based upon the shop floor location.
-|-
+&nbsp;
-|
-* '''Locator:  '''Shelf where the asset is placed.
-|-
+== <span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location"><span class="mw-headline" id="Edit_a_Location">Edit a Location</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-|
-* '''Supplier''': Displays all available suppliers in local system. Select one from the drop-down list.
-|-
+#To '''edit''' a parent route, select the desired location then select '''EDIT''' icon from the pop-up toolbar.
-|
+#The '''Edit Location '''pop-up window displays.
-* '''Manufacturer''': Displays all available manufacturers in local system. Select one from the drop-down list.
+#Select&nbsp;the checkbox next to '''Active to active or inactive '''the loction.
+#Select '''Save '''to enable or disable the location.
+#Select '''Cancel''' to retain the status of the location.
-|-
+'''Figure 44: Edit Location&nbsp;'''<br/> [[File:Figure 44- Edit Location.png|border|RTENOTITLE]]
-|
-* '''Model:'''  represents model<nowiki>’</nowiki>s number.
-|-
+&nbsp;
-|
-* '''Serial: ''' represents serial<nowiki>’</nowiki>s number.
-|-
+== <span class="mw-headline" id="Edit_Location:_Asset"><span class="mw-headline" id="Edit_Location:_Asset"><span class="mw-headline" id="Edit_Location:_Asset"><span class="mw-headline" id="Edit_Location:_Asset"><span class="mw-headline" id="Edit_Location:_Asset"><span class="mw-headline" id="Edit_Location:_Asset"><span class="mw-headline" id="Edit_Location:_Asset"><span class="mw-headline" id="Edit_Location:_Asset"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab"><span class="mw-headline" id="Edit_Location:_Asset_Tab">Edit Location: Asset&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-|
-* '''Tag''': represents tag<nowiki>’</nowiki>s number.
-|-
+'''Figure 45: Edit Location: Asset&nbsp;'''<br/> [[File:Figure 45- Edit Location- Asset.png|border|700px|RTENOTITLE]]
-|
-* '''Manufacturing Date:''' Date on which the asset was manufactured. The current date is selected by default. yyyy/mm/dd
-|-
+Within the '''Asset '''page, users can '''add''' or '''delete''' assets from the selected locations.
-|
-* '''Install Date:''' Date on which the asset is installed. The current date is selected by default.
-|-
+=== <br/> <span class="mw-headline" id="Asset_:_Add_an_Asset"><span class="mw-headline" id="Asset_:_Add_an_Asset"><span class="mw-headline" id="Asset_:_Add_an_Asset"><span class="mw-headline" id="Asset_:_Add_an_Asset"><span class="mw-headline" id="Asset_:_Add_an_Asset"><span class="mw-headline" id="Asset_:_Add_an_Asset"><span class="mw-headline" id="Asset_:_Add_an_Asset"><span class="mw-headline" id="Asset_:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset"><span class="mw-headline" id="Asset_Tab:_Add_an_Asset">Asset&nbsp;: Add an Asset</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-|
-* '''Warranty Date:''' Date on which the warranty period of the asset ends. The current date is selected by default.
-|-
+#Select the&nbsp;'''Add icon''' from the '''Assets&nbsp;'''menu. The '''Add a New Asset '''pop-up window appears.
-|
-* '''Run Time: '''The time (in hours) the asset has been running.
-|-
+'''Figure 46: Add a New Asset to Location'''
-|
-* '''Status: '''Asset status can be Obsolete, In Use, or Spare.
-|-
+[[File:Figure 46- Add a New Asset to Location.png|border|700px|RTENOTITLE]]
-|
-* '''Description: '''Additional information.
-|-
+<br/> &nbsp; &nbsp; &nbsp; 2. '''Select''' assets from the list to '''add''' and select&nbsp;'''Save''' to finish or '''Cancel '''to abort.
-|&nbsp;
-|-
+&nbsp;
-|&nbsp;
-|}
+=== <span class="mw-headline" id="Asset_:_Delete_an_Asset"><span class="mw-headline" id="Asset_:_Delete_an_Asset"><span class="mw-headline" id="Asset_:_Delete_an_Asset"><span class="mw-headline" id="Asset_:_Delete_an_Asset"><span class="mw-headline" id="Asset_:_Delete_an_Asset"><span class="mw-headline" id="Asset_:_Delete_an_Asset"><span class="mw-headline" id="Asset_:_Delete_an_Asset"><span class="mw-headline" id="Asset_:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset"><span class="mw-headline" id="Asset_Tab:_Delete_an_Asset">Asset&nbsp;: Delete an Asset</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-=====Attachment Tab=====
+#Select the asset to be removed from the location by marking the '''checkbox''' next to its name.
-'''Figure 5: Attachment'''
+#Choose the&nbsp;'''delete icon'''.
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+&nbsp;
-|'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_05.jpg|700px]]
-'''
-|-
+== <span class="mw-headline" id="Edit_Location:_Group"><span class="mw-headline" id="Edit_Location:_Group"><span class="mw-headline" id="Edit_Location:_Group"><span class="mw-headline" id="Edit_Location:_Group"><span class="mw-headline" id="Edit_Location:_Group"><span class="mw-headline" id="Edit_Location:_Group"><span class="mw-headline" id="Edit_Location:_Group"><span class="mw-headline" id="Edit_Location:_Group"><span class="mw-headline" id="Edit_Location:_Group"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab"><span class="mw-headline" id="Edit_Location:_Group_Tab">Edit Location: Group&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-|&nbsp;
-|-
+#Groups assigned to locations can be edited within the '''Group Tab'''.
-|It is a list with:
+#Users can '''Add a group''', '''Import from an Inherited Group''',&nbsp;'''Delete group,''' or mark the group as the '''Default Group'''.
-|-
+<u>'''Note''': </u>When doing Group configuration at Location by Add button, it's led by Group Name rather than group category. When the user selects a group name, all the predefined group categories will be displayed in the column with a checkbox by default, user can be able to select/unselect one or more categories for a specific location if necessary.
-|
-* File Name: name.
-|-
+&nbsp;
-|
-* File: .csv file configured in the '''Machine Type''' module.
-|-
+'''Figure 47: Edit Location Group'''<br/> [[File:Figure 47- Edit Location Group.png|border|700px|RTENOTITLE]]
-|
-* Description: Additional details
-|-
+&nbsp;
-|&nbsp;
-|-
+=== <span class="mw-headline" id="Group:_Add_a_Group_2"><span class="mw-headline" id="Group:_Add_a_Group_2"><span class="mw-headline" id="Group:_Add_a_Group_2"><span class="mw-headline" id="Group:_Add_a_Group_2"><span class="mw-headline" id="Group:_Add_a_Group_2"><span class="mw-headline" id="Group:_Add_a_Group"><span class="mw-headline" id="Group:_Add_a_Group"><span class="mw-headline" id="Group:_Add_a_Group"><span class="mw-headline" id="Group:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group_2"><span class="mw-headline" id="Group_Tab:_Add_a_Group_3"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group_3"><span class="mw-headline" id="Group_Tab:_Add_a_Group_3"><span class="mw-headline" id="Group_Tab:_Add_a_Group_3"><span class="mw-headline" id="Group_Tab:_Add_a_Group_3"><span class="mw-headline" id="Group_Tab:_Add_a_Group"><span class="mw-headline" id="Group_Tab:_Add_a_Group_3">Group: Add a Group</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-|From this tab the user is able to see and download the files configured in the Machine Type module.
-|-
+#To '''add''' a group to a location, select the '''ASSIGN GROUP&nbsp;'''within the '''Edit Location'''&nbsp;page.
-|&nbsp;
+#A pop-up window displays containing the '''Group List.&nbsp;'''
-|}
+'''<u>Note</u>''': Users add Groups to a location following the same steps used to add groups to add a '''[[#Edit_Production_Line:_Group_Tab|Production Line]]'''.
+<ol start="3">
+<li>Select groups according to '''categories '''available using the drop-down menu:</li>
+</ol>
-=====History Status Tab=====
+*'''WO Requestor'''
-'''Figure 6: History Status'''
+*'''WO Assignment'''
+*'''PM Requestor'''
+*'''PM Assignment'''
+*'''PM Notification'''
+*'''Escalation'''
+*'''Calibration Requestor'''
+*'''Calibration Assignment'''
+*'''Calibration Rescheduling'''
+*'''Calibration Notification'''
+*'''Asset Using Group'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_06.jpg|700px]]
+&nbsp;
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+'''Figure 48: Add Group: Group List'''
-|&nbsp;
-|-
+[[File:Figure 48- Add Group- Group List.png|border|700px|Edit group-group category.png]]
-|History status is generated by system automatically when closing a work order.  It CANNOT be edited, as well as changing active status. History status inputted manually can be edit.
-|-
+<br/> &nbsp; &nbsp; &nbsp;4. '''Select''' the groups to add to the production line.<br/> &nbsp; &nbsp; &nbsp;5. Select '''Add''' to complete or '''Cancel''' to abort.<br/> &nbsp; &nbsp; &nbsp;6. &nbsp;A success message will display.
-|
-* '''Start Date/Time''': date and hour – mandatory.
-|-
+&nbsp;
-|
-* '''End Date/Time''': date and hour – mandatory
-|-
+&nbsp;
-|
-* '''Status''': obsolete, spare, maintenance, break down – mandatory
-|-
+=== <span class="mw-headline" id="Group:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group_2"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group_2"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group_2"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group_2"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group_2"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group_2"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group"><span class="mw-headline" id="Group_Tab:_Import_from_an_Inherited_Group_2">Group: Import from an Inherited Group</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-|
-* '''Enable''': default checked – mandatory
-|-
+The '''Import from Inherited Groups''' option saves configuration time for busy administrators by linking similar predefined groups to the current group. Inherited Groups are selected according to their parent Location.&nbsp;<br/> <u>'''Note'''</u>: For Location inherited group, will inherit from groups mapped with associated parent location.&nbsp;
-|
-* '''Description''': Additional details – optional
-|-
+Users may also add a group by importing from an inherited (child) group.
-|}
+#To '''Import''' '''from Inherited Group''':
-=====Group Tab=====
+*Select the&nbsp;'''Import from Inherited Group''' icon.
+*A '''Group List''' pop-up window displays.
+*Check the group(s) to import
+*Select '''Add '''to complete or '''Cancel''' to abort.
+*A success message will display.
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+&nbsp;
-|Under the Group Tab, users may view groups to assign to the given asset.
-|}
+&nbsp;
-'''Figure 7: Add Group'''
+== <span class="mw-headline" id="Edit_Location:_Production_Line"><span class="mw-headline" id="Edit_Location:_Production_Line"><span class="mw-headline" id="Edit_Location:_Production_Line"><span class="mw-headline" id="Edit_Location:_Production_Line"><span class="mw-headline" id="Edit_Location:_Production_Line"><span class="mw-headline" id="Edit_Location:_Production_Line"><span class="mw-headline" id="Edit_Location:_Production_Line"><span class="mw-headline" id="Edit_Location:_Production_Line"><span class="mw-headline" id="Edit_Location:_Production_Line"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab"><span class="mw-headline" id="Edit_Location:_Production_Line_Tab">Edit Location: Production Line</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_07.jpg|700px]]
+#Select the desired location and select the Producion Lines icon from the pop-up toolbar.
+#Under the '''Production Line ''', users can '''view''' the production lines associated with a given location. Production lines are listed in ascending order beginning at 1.
-This function is used to assign groups to Category.
+'''Figure 49: Edit Location: Production Line&nbsp;'''<br/> [[File:Figure 49- Edit Location- Production Line2.png|border|700px|RTENOTITLE]]
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+&nbsp;
-|1. Select the category from drop down list;
-|-
+&nbsp;
-|2. Select the group or groups (mark the checkbox) to be assigned to the chosen category ;
-|-
+= <span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule"><span class="mw-headline" id="Asset_Type_Submodule">Asset Type&nbsp;[[File:Asset type icon1.png|Asset type icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
-|3. Select '''Save''' to confirm.
-|}
+The asset&nbsp;type sub-module is used to '''search, add, edit, enable/disable''', and '''import'''&nbsp;asset&nbsp;types (assets).
+'''Figure 50: Asset&nbsp;Type Submodule Page'''
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+[[File:Figure 51- Asset Type Page.png|border|700px|Figure 46- Asset Type Submodule Page1.png]]
-|&nbsp;
-|-
+&nbsp;
-|&nbsp;
-|}
+== <span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type"><span class="mw-headline" id="Search_for_Asset_Type">Search for Asset&nbsp;Type</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-'''Figure 8: Inherited Groups'''
+To perform a search:
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_08.jpg|700px]]
+'''Figure 51: Search Asset&nbsp;Type'''
-This list displays the configuration done in the Add Group function. The user is able to select a configuration and save it for the chosen group. This configuration will be used during the work order configuration.
+'''&nbsp;''' [[File:Search Asset type.png|border|700px|Figure 46- Asset Type Submodule Page1.png]]
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+'
-|&nbsp;
-|}
+#Enter the '''asset type&nbsp;'''name in the search field.
+#Select the '''search icon '''(e.g. magnifying glass).
+#'''<u>Note</u>''': The system performs a “fuzzy” search; it is not necessary to type the entire Asset&nbsp;Type ID
+#Users may also select the asset type by scrolling the available list.
-=====BOC (Bill of Material) Tab=====
+&nbsp;
-'''Figure 9: BOC Tab'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_09.jpg|700px]]
+&nbsp;
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+== <span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type"><span class="mw-headline" id="Add_Asset_Type">Add Asset&nbsp;Type</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-|This tab displays a tree view with Part number and Spare qty.
-|-
+To '''add''' an asset&nbsp;type:
-|If the machine type has a BOC configuration, it will be automatically loaded in the BOC Tab.
-|-
+#Select '''Add''' in the Asset&nbsp;Type submodule. The '''Add a New Asset&nbsp;Type''' window displays.
-|&nbsp;
+#'''Enter '''the name of the Asset&nbsp;Type and a description of the asset&nbsp;type in the '''Description''' box.
-|}
+'''<u>Note</u>''': The Asset&nbsp;Type name ''cannot be changed ''once saved.
+<ol start="3">
+<li>Select '''Save''' to complete or '''Cancel''' to abort.</li>
+</ol>
-=====Checklist Tab=====
+'''Figure 52: Add a New Asset&nbsp;Type Window'''
-'''Figure 10: Checklist Tab'''
-'''
+[[File:Figure 54- Add a New Asset Type Window.png|border|700px|RTENOTITLE]]
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_10.jpg|700px]]
-'''It is only a view (it displays if configured in the Checklist Module to the asset).
+<u>'''Note'''</u>: If the&nbsp;'''Asset type''' already exists, the system will pop up an altered message that allows users to select the&nbsp;'''Import''' function to get the asset type information because the asset type exists in the Database but from other sites.
-=====Calendar=====
+&nbsp;
-'''Figure 11: Asset Element'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_11.jpg|700px]]
+== <span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type"><span class="mw-headline" id="Bulk_Upload_Asset_Type">Bulk Upload Asset Type</span></span></span></span></span></span></span></span></span></span></span></span> ==
-Once the fields have been entered, select Save to finish or Close to abort.
+With the Bulk Upload asset type function, users can import(create/add) many asset types at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download the invalid records to check and correct. &nbsp;
-====Editing an Asset====
+#Select the'''BULK UPLOAD''' , the Bulk Upload window pop-up.
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+&nbsp; '''Figure 53: Bulk Upload Asset Type'''
-|The user may edit many of the property fields that were defined when the Asset was created. To edit an asset, follow the same instruction for Add action by selecting an asset from the list. Select the asset to be edited in the list and select the '''Edit'''. This opens the '''Edit Asset''' pop-up. The Tabs in the bottom are displayed by default as adding assets.
-|}
+[[File:Figure 53- Bulk Upload Asset Type.png|border|Figure 53- Bulk Upload Asset Type1.png]]
+<ol start="2">
+<li>Select the here(blue link) to download the .csv template file and fill your asset types records.</li>
+<li>Drag and drop or select browse(blue link) to open your file.</li>
+<li>Select '''VALIDATE''' '''RECORDS''', the '''UPLOAD''' button will show if the validation process passed.</li>
+<li>Select Upload to save the asset types to the CMMS system.</li>
+<li>Select '''Download''' invalid records to download and check the invalid records if some records are invalid.</li>
+</ol>
-'''Figure 12: Edit Asset Element Pop-Up'''
+&nbsp;
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+&nbsp;
-|
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_12.jpg|700px]]
-|-
+== <span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type"><span class="mw-headline" id="Edit_Asset_Type">Edit Asset&nbsp;Type</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-|&nbsp;
-|}
+To '''edit''' an asset&nbsp;type:
-====Deleting an Asset====
+#Select an asset type from the '''Asset'''''&nbsp;'''''Type'''''<b>&nbsp;</b>''list'', ''select''&nbsp;''the checkbox at the left.
+#The&nbsp;'''Edit Asset Type&nbsp;'''and other menu buttons will show at the right top.
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+Then menu buttons are:
-|The user may delete an asset if it is not assigned to a work order or production Line. To delete an asset, select the asset to be deleted and select '''Delete'''.
-|}
+*Edit Asset Type
+*Attachment
+*Maintenance
+*BOC
+*Checklist
+*Problem/Event
+<ol start="3">
+<li>Select '''Edit Asset Type'''. An Edit This Asset Type pop-up.</li>
+</ol>
-'''Figure 13: Delete Asset Pop-Up'''
+'''Figure 54:&nbsp;Edit This Asset Type Window'''<br/> [[File:Edit Asset Type.png|700px|RTENOTITLE]]
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+&nbsp;
-|
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_13.jpg|700px]]
-|-
+=== <br/> <span class="mw-headline" id="Edit_Asset_Type_2"><span class="mw-headline" id="Edit_Asset_Type_2"><span class="mw-headline" id="Edit_Asset_Type_2"><span class="mw-headline" id="Edit_Asset_Type_2"><span class="mw-headline" id="Edit_Asset_Type_2"><span class="mw-headline" id="Edit_Asset_Type_2"><span class="mw-headline" id="Edit_Asset_Type_2"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab"><span class="mw-headline" id="Edit_Asset_Type_General_Tab">Edit Asset&nbsp;Type&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-|Select '''Yes''' to confirm or '''No''' to abort.
-|-
+#Edit the '''Description''' by typing any text into the Description box.
-|&nbsp;
+#'''<u>Note:</u>''' that the name of the '''Asset&nbsp;''''''Type'''''is '''grey '''and '''unavailable for edit'''. The name was completed during the '''Add'''step and is not available for change.&nbsp;'''
+#Edit the '''Active''' status.
+#Select '''Save&nbsp;'''to complete; or '''Cancel '''to abort.
-|}
+&nbsp;
-===Production Line Sub-module===
+=== <span class="mw-headline" id="Edit_AssetType:_Attachment"><span class="mw-headline" id="Edit_AssetType:_Attachment"><span class="mw-headline" id="Edit_AssetType:_Attachment"><span class="mw-headline" id="Edit_AssetType:_Attachment"><span class="mw-headline" id="Edit_AssetType:_Attachment"><span class="mw-headline" id="Edit_AssetType:_Attachment"><span class="mw-headline" id="Edit_AssetType:_Attachment"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab"><span class="mw-headline" id="Edit_AssetType:_Attachment_Tab">Edit AssetType: Attachment&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+The Attachment tab allows the user to edit any attachments that include auxiliary information pertaining to the asset&nbsp;type.
-|The Production sub-module allows users to view, add, edit and delete production lines.
-|}
+#Select the asset type then select '''Attachment''' from the menu buttons at the top or the right.
+#Within the '''Attachment''' tab, the user may '''upload'''&nbsp;, '''edit , download&nbsp;'''an attachment, '''enable/disable''' an attachment, or '''copy''' an attachment.
-. To access the Production Line sub-module, navigate to '''CMMS-Asset <nowiki>></nowiki> Production Line'''
+'''Figure 55: Edit Asset Type Attachment Main page'''
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+[[File:Attahcment Main page.png|border|700px|RTENOTITLE]]
-|&nbsp;
-|}
+==== <span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Upload_an_Attachment">Attachment : Upload an Attachment</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-'''Figure 14: CMMS Production Line'''
+Select&nbsp;'''Upload '''from the '''Attachment''' menu. An '''Upload Attachment '''pop-up window displays.
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+&nbsp;
-|
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_14.jpg|700px]]
-|}
+'''Figure 56: Upload Attachment Pop-up Window'''
-. The Production Line List displays all existing assets.
+[[File:Upload attachment.png|border|700px|RTENOTITLE]]
-'''Figure 15: Production Line List Page'''
+&nbsp;
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+#To add '''File Content''', select '''Browse'''&nbsp;and browse the local drive for the desired attachment.
-|
+#Check whether the attachment is '''Active'''.
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_15.jpg|700px]]
+#Enter a description of the attachment in the '''Description box'''.
+#Select '''Save&nbsp;'''to complete or '''Cancel''' to abort.
-|}
+&nbsp;
-====Searching/Filtering Production Line====
+==== <span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Edit_an_Attachment">Attachment : Edit an Attachment</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-{|border="0" cellspacing="0" cellpadding = "0" width="100%"
+#Select an attachment from the '''Attachment list'''.
-|Under the Production Line sub-module, users can search and filter the Production Line list. To search/filter the entries in the list
+#Choose '''Edit''' in the Attachment menu. The '''Edit This Attachment''' pop-up window displays.
-|-
+&nbsp;
-|1. Specify the search criteria by using the filters provided:
-|-
+'''Figure 57: Edit This Attachment pop-up window'''
-|
-* Specify '''Name'''
-|-
+[[File:Edit Attachment.png|border|700px|RTENOTITLE]]
-|
-* Specify '''Enable'''
-|-
+&nbsp;
-|2. Select '''Filter'''.
-|-
+#Select the delete icon to clear the uploaded attachment file..
-|&nbsp;
+#Under '''File Content''', Choose '''Browse&nbsp;'''to browse files on the local drive; the chosen attachment will replace the existing attachment.
+#Change the '''attachment status&nbsp;'''using the '''Active '''checkbox.
+#'''Edit''' the description of the attachment in the '''Description''' text field.
+#Select '''Save''' to complete or '''Cancel''' to abort.
-|}
+&nbsp;
-==== Adding Production Lines ====
+==== <span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment"><span class="mw-headline" id="Attachment_Tab:_Copy_an_Attachment">Attachment : Copy an Attachment</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-From the Production Line sub-module, users can Add, Edit, and Delete production lines.
+#To '''copy''' an attachment select the '''Copy icon''' from the Menu Bar. A '''Copy Asset&nbsp;Type Attachment '''Window displays.
-'''Figure 16: Add Production Line'''
+<br/> '''Figure 58: Copy Asset&nbsp;Type Attachment Window'''
-[[Image:SOP-5-I-MES0074-C CMMS Asset-WIKI 16.jpg|700px|SOP-5-I-MES0074-C CMMS Asset-WIKI 16.jpg]]
+[[File:Figure 58- Copy Asset Type Attachment Window.png|border|700px|RTENOTITLE]]<br/> <br/> &nbsp; &nbsp; &nbsp;2. Select the attachment to copy from the list.<br/> &nbsp; &nbsp; &nbsp;3. Choose '''Save.'''<br/> &nbsp; &nbsp; &nbsp;4. The copied attachment is now available on the '''Attachment Tab list'''.<br/> &nbsp;
-'''To add a Production line'''
+&nbsp;
-. From the Production Line list, select '''Add'''. The Add a Production Line pop-up appears.
+&nbsp;
-. Complete the fields provided:
+=== <span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Maintenance_Tab">Edit Asset Type: Maintenance&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-*'''Name''': Name for a line - mandatory
+Maintenance for Tooling type assets is configured in the '''Maintenance&nbsp; of Asset Type '''''OR'''''&nbsp;'''the&nbsp;'''Maintenance Tab&nbsp;'''of the '''[[#Edit_Assets|individual asset]]'''.&nbsp;Toolings are configured according to Usage, Expiration Date, Periodic Maintenance, or a combination thereof. Maintenance configuration is mapped to production on the shop floor in Tooling Mapping and is operated from Tooling Unload/Load. This feature allows 42Q to place an MFG hold on the production line if assets are not maintained according to specifications, or incorrect assets are used.
-*'''Location''': location<nowiki>’</nowiki>s name where the production line is. Drop down tree with 3º level<nowiki>’</nowiki>s locations list from Location - mandatory.
-*'''Description''': any additional information needed for the line - optional.
-*'''Assets''': In Use or Spare – mandatory. Default is In Use.
-*'''Enable''': default is on.
-NOTE: Group and Assets TABs are not required during creation of production line configuration.
+&nbsp;
-. Under the '''Asset Tab''', assets can be added or deleted. Assets are displayed in a block and their status is reflected by the color: '''blue-grey''' denotes In Maintenance; '''brown''' denotes Obsolete; '''Green''' denotes in use; '''Pink''' indicates Spare, and '''Orange '''indicates Break Down. The tab supports a drag-and-drop function that can be used to change the sequence of the assets.
+'''<u>Special Note</u>''': Although this approach is generally applied to tooling type equipment, any asset type can be mapped similarly for ultimate traceability and control.
-'''Figure 17: Add Production Line – Asset Tab'''
+<span style="color:#FF0000;">*</span>For complete instructions on tooling type configuration, see [[42Q-MES0142-C_Tooling_Control|Tooling Control Work Instruction]].
-[[Image:SOP-5-I-MES0074-C CMMS Asset-WIKI 17.jpg|700px|SOP-5-I-MES0074-C CMMS Asset-WIKI 17.jpg]]
+&nbsp;
-*'''Adding Assets''':
+'''Figure 59&nbsp;: Edit Asset Type Maintenance&nbsp;'''
-*To add (assign) an asset selects '''Add''' from the Assets Tab menu. The Add Asset pop-up appears.
-*From the Add Asset pop-up select one or more assets to be added. Select '''Save''' to add the assets or close the window to cancel.
-*'''Deleting Assets''':
-*To delete an asset, select an asset listed under the Asset Tab.
-*Select delete from the Asset Tab menu.
-. Under the '''Group Tab''', groups can be added or removed from a production line. Groups that may be added are those that are in charge of the given production line:
+'''[[File:Figure 59- Edit Asset Type- Maintenance Tab.png|border|700px|RTENOTITLE]]'''
-'''Figure 18: Add Production Line – Group Tab'''
+&nbsp;
-[[Image:SOP-5-I-MES0074-C CMMS Asset-WIKI 18.jpg|700px|SOP-5-I-MES0074-C CMMS Asset-WIKI 18.jpg]]
+&nbsp;
-*'''Adding a Group'''
+&nbsp;
-*To add a group to a production line, from the Group Tab select '''Add'''. Note that the group to be added must already have been created in Shop Floor Control &gt; Configuration &gt; CMMS Config &gt; Group.
-*From the Group List, (1) select a Group Category from the '''Insert From This Category''' drop-down menu. (2) Check the group name from the list to be added.&nbsp;(3) Select '''Save '''to complete or '''Close''' to abort.
-*<u>NOTE</u>: The user has to add the PM Assign, PM Requester, PM Reschedule group category for each production line.
-*'''Importing from Inherited Group'''
-*To import a group to a production line, from the Add Inherited Groups List select group and select '''Save'''.
-*'''Deleting a Group'''
-*To delete a group assigned to a production line, from the Group Tab select the item to be deleted and select '''Delete'''.
-. Once the added the production line is complete, select '''Save''' to apply the changes; otherwise select '''Close''' to abort.
+=== <span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Boc_Tab">Edit Asset&nbsp;Type: Boc&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-====Editing Production Lines====
+The '''Boc'''&nbsp; lists the&nbsp;'''Part Numbers '''according to their location within the plant (configured in the&nbsp;[[#Location_Submodule|Location Submodule]]). The list is displayed in a tree format, designating parent/child parts. Within the '''Boc tab,''' users can '''Add, Edit,''' and&nbsp;'''Enable/Disable Bocs.'''
-'''Figure 19: Edit Production Line'''
+==== <span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc"><span class="mw-headline" id="Boc_Tab:_Add_a_Boc">Boc Tab: Add a Boc</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_19.jpg|700px]]
+#Select a Boc from the list. A pop-up window displays next to the Boc, with the following options available: '''add, edit, enable/disable/delete.'''
-'''To edit a production line'''
+'''<u>Note</u>''': Users may only Add a Boc to a parent location ,&nbsp;Users may perform all options on a child's location .
-. Select a production line from the Production Line list and click '''Edit'''. The '''Edit Production Line''' pop-up appears.
+'''Figure 60: Boc&nbsp;'''<br/> [[File:Figure 57- BOC tab.png|border|RTENOTITLE]]
-. Edit the necessary fields and select '''Save''' to confirm.
+&nbsp; &nbsp; &nbsp;3. Select&nbsp;'''Add''' from the pop-up menu. The '''Add a New Boc''' pop-up window displays.
-NOTE: The same rules to add a production line is valid to edit. Please see the Adding Production Lines topic for further information.
+&nbsp;
-'''''Attention''''': It is not allowed to inactivate a production line if it is being used by asset, work order with status (ASSIGNED, WIP, WAITING FOR PARTS and WAITING FOR BUY OFF) or preventive maintenance.
+'''Figure 61: Add a New Boc Pop-Up Window'''
-====Deleting Production Lines====
+'''[[File:Add boc.png|border|700px|RTENOTITLE]]''' &nbsp; &nbsp; &nbsp;
-Production Line information can be deleted.
-'''To delete the production line'''
+&nbsp; &nbsp; &nbsp;
-'''Figure 20: Delete Production Line'''
+&nbsp; &nbsp; &nbsp;4. Select the '''Child Part Number''' from the drop-down list.<br/> &nbsp; &nbsp; &nbsp;5. Enter the '''Quantity''' for the new BOC.<br/> &nbsp; &nbsp; &nbsp;6. Select '''Save''' to finish or '''Cancel''' to abort.
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_20.jpg|700px]]
+&nbsp;
-. Select a production line from the '''Production Line''' list.
+==== <span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc"><span class="mw-headline" id="Boc_Tab:_Edit_a_Boc">Boc : Edit a Boc</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-. Select '''Delete''' from the Production Line menu. A confirmation message displays.
+#Select a Boc from the Boc list. A pop-up menu displays are adjacent to the location of the cursor.
+#Select&nbsp;'''Edit''' from the pop-up menu. The&nbsp;'''Edit Boc'''&nbsp;pop-up window displays.
-. Click '''Yes''' to delete or '''No''' to abort.
+&nbsp; &nbsp; &nbsp;3. Select '''Parent Part Number '''from the drop-down list.<br/> &nbsp; &nbsp; &nbsp;4. Select '''Child Part Number''' from the drop-down list.<br/> &nbsp; &nbsp; &nbsp;5. Enter the '''Quantity''' for the BOC.<br/> &nbsp; &nbsp; &nbsp;6. Select '''Save''' to finish or '''Cancel''' to abort.
-NOTE: If the Production Line is being used in another table, it is not allowed to delete.
+&nbsp;
-===Location===
+==== <span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Delete_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc"><span class="mw-headline" id="Boc_Tab:_Disable_a_Boc">Boc Tab: Delete a Boc</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-The Location sub-module can be used to view, add, edit and delete locations.
-'''Figure 21: Location Sub-Module Page'''
+#Select one of the Bocs in the Boc list. A pop-up menu displays are adjacent to the location of the cursor.
+#Select '''Delete '''from the pop-up menu.
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_21.jpg|700px]]
+'''<u>Note</u>''': In previous submodules, items remain listed even when their status is changed from Active to Inactive. The Boc listing contains only active Bocs; disabling a Boc removes it from the list entirely. It does not remain listed with an inactive (grey) checkmark.
-====Viewing Locations====
+&nbsp;
-Locations are listed and can be viewed as belonging to folders and subfolders under a hierarchy.
-'''Figure 22: Viewing Locations'''
+=== <span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab"><span class="mw-headline" id="Edit_Asset_Type:_Checklist_Tab">Edit Asset&nbsp;Type: Checklist&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_22.jpg|700px]]
+Under the&nbsp;'''Checklist ''', the user can '''view''' basic details of a checklist associated with a given asset&nbsp;type, or '''download''' the checklist information in a .csv file.
-====Adding Locations====
+&nbsp;
-A location can be added to (sub) folders. To add a location:
-. Click on '''Add''' button in the top of the page.
+&nbsp;
-. Enter a name into the '''Name''' field.
+==== <span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Download_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information"><span class="mw-headline" id="Checklist_Tab:_Export_Checklist_information">Checklist : Download Checklist information</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-. Click on the Location parent (sub) folder where the location is to be added. Root is default.
+#<div>Select a checklist from the entries under the Checklist tab.</div>
+#Select the '''Download''' icon in the Checklist menu.
+#A .csv file automatically downloads onto the local drive.
+#Users can rename, save, share, print, etc. as desired.
-. Enable are selected by default.
+<br/> '''Figure 62:&nbsp; Checklist Information'''
-. Select '''Save''' to finish or '''Close''' to abort.
+[[File:Figure 59- Checklist Information1.png|border|700px|RTENOTITLE]]
-The user is able to assign the Production Lines, Groups or Assets during the Location addition or back to this during the edit action.
+'''Edit Asset&nbsp;Type: Problem/Event&nbsp;'''
-'''Figure 23: Adding Location'''
+Under the '''Problem tab''', the user can '''add''',&nbsp;'''delete''', or '''copy''' problem information.&nbsp;
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_23.jpg|700px]]
+Problem : Add a Problem/Event
-Assigning '''Groups''', '''Production Lines''', and '''Assets '''by''' '''clicking in the available tabs:
+#Select '''Add''' from the Problem menu. The '''Add&nbsp;Problem/Event''' pop-up window displays.
+#Select a problem category item from the list provided on the left-hand side of the page. A list of corresponding problem codes and problem names display on the right-hand side of the page.
+#Check the problem code and name that apply, then select '''Save&nbsp;'''to finish or '''Cancel '''to abort.
-. Under the '''Production Line''' tab, multiple production lines are placed in ascending order beginning at 1. This order can be modified by clicking and dragging a production line to an earlier or later point in the order.
+'''Figure 63: Asset&nbsp;Type: Add Problem'''
-'''Figure 24: Adding Location – Production Line Tab'''
+[[File:Figure 65- Asset Type- Add Problem.png|border|RTENOTITLE]]
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_24.jpg|700px]]
+&nbsp;
-. Under the '''Group''' tab, groups in charge of the given location can be added to or deleted from a location:
+==== <span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem.2FEvent"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem"><span class="mw-headline" id="Problem_Tab:_Delete_a_Problem">Problem : Delete a Problem/Event</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-'''Figure 25: Adding Location – Group Tab'''
+#Select an entry from the list under the '''Problem/Event tab''' and select the '''Delete''' icon.
+#The selected problem is now removed from the problem/event&nbsp;list.
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_25.jpg|700px]]
+==== <span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem"><span class="mw-headline" id="Problem_Tab:_Copy_a_Problem">Problem : Copy a Problem&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-* '''Adding a Group'''
+To&nbsp;''copy&nbsp;'''a problem to another '''Asset&nbsp;'''''Type:'''
-* To add a group to a production line, from the Group Tab select '''Add'''.
-* From the Group List, check the groups to add to the production line then select '''Save '''to complete or '''Close''' to abort.
-* '''Importing from Inherited Group'''
-* To import a group to a production line, from the inherited Groups List Tab select group and select '''Save'''.
-* '''Deleting a Group'''
-* To delete a group assigned to a production line, from the Group Tab select the item to be deleted and select '''Delete'''.
-. Under the '''Asset''' tab, Assets can be added or deleted from the location.
+#Select an entry from the '''Problem''' list.
+#Choose the '''Copy''' icon.
+#The '''Copy Problem pop-up window '''displays.
+#Choose the '''Asset&nbsp;''''''type''' to copy the problem onto the available drop-down menu.
+#Select the '''Copy''' icon.
+#The new Problem entry now displays on the '''Problem list'''.
-'''Figure 26: Adding Location – Asset Tab'''
+== <span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type"><span class="mw-headline" id="Import_Asset_Type">Import Asset&nbsp;Type</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_26.jpg|700px]]
+Asset types can be imported under the Asset&nbsp;Type sub-module. '''To import '''a file:
-* '''Adding Assets''':
+#Select&nbsp;'''Import''' from the Asset&nbsp;Type menu. The Import Asset Type pop-up window appears. The user can search for Asset&nbsp;Type by Asset Type name or Site ID.
-* To add (assign) an asset selects '''Add''' from the Assets Tab menu. The Add Asset pop-up appears.
+#Select an asset type from the list and select '''Import'''.
-* From the Add Asset pop-up select one or more assets to add. Select '''Save''' to add the assets or '''Close''' to cancel.
+#The new asset&nbsp;type will now be available in the Asset Type list.
-* '''Deleting Assets''':
-* To delete an asset, select an asset listed under the Assets Tab.
-* Select delete from the Asset Tab menu.
-====Editing Locations====
+&nbsp;
-'''Figure 27: Edit Location'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_27.jpg|700px]]
+== <span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type"><span class="mw-headline" id="Export_Asset_Type">Export Asset&nbsp;Type</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-'''To edit a Location'''
+'''To export'''&nbsp;asset type information as a .csv file:
-. Select a location from the Location list and click on '''Edit'''. The '''Edit Location''' pop-up appears.
+#From the Asset&nbsp;Type page select an asset&nbsp;type from the list.
+#Select '''Export'''&nbsp;'''All Columns''' from the AssetType menu.
+#The .csv file will automatically download onto the local drive.
+#The user may rename, save, share, print, as desired.
-. Edit the necessary fields and select '''Save''' to confirm.
+'''Figure 64: Export Asset Type'''
-NOTE: The same rules to add a location is valid to edit. Please see the Adding Location topic for further information.
+[[File:Figure 62- Export All Asset Types.png|border|700px|Export Asset Type.png]]
-'''''Attention''''': It is not allowed to inactivate a location if it is being used by asset, production line, preventive maintenance or escalation modules.
+&nbsp;
-====Deleting Locations====
+= <span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist_2"><span class="mw-headline" id="Checklist"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule"><span class="mw-headline" id="Checklist_Submodule">Checklist&nbsp;[[File:Checklist icon1.png|Checklist icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
-'''Figure 28: Delete Location'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_28.jpg|700px]]
+Within the checklist submodule, users can '''search/filter''', '''edit''', '''enable/disable''', and '''export '''checklists.
-. Select the location from the list to be deleted and select '''Delete'''. Select '''Edit'''.
+'''Figure 65: Checklist&nbsp;'''
-. A confirmation message pop-up appears. Select '''Yes''' to delete or '''No''' to cancel.
+[[File:Figure 63- Checklist Submodule.png|border|800px|RTENOTITLE]]
-NOTE: If the Location is being used in another table, it is not allowed to delete.
+&nbsp;
-===Machine Type===
+==== <span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist"><span class="mw-headline" id="Search.2FFilter_Checklist">Search/Filter Checklist</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-The machine type sub-module can be used to Search, Add, Edit and Delete machine types.
-'''Figure 29: Machine Type Sub-Module Page'''
+To '''search/filter''' checklists:
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_29.jpg|700px]]
+#Type the '''Checklist name/Checklist Category/Checklist Type''' into the field to filter search.
+#Select the '''search icon''' (i.e., magnifying glass).
+#Or choose the checklist from the list by activating the checkbox.
-The following fields are available:
+&nbsp;
-* '''Name''': name of the machine type.
+==== <span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist"><span class="mw-headline" id="Add_Checklist">Add Checklist</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-* '''Description''': Additional details.
-* '''Active''': If machine is active, this should display checked.
-====Searching Machine Types====
+#Select '''Add''' from the Checklist sub-module menu. The '''Add a New Checklist''' pop-up window appears.
-'''To perform a search'''
+#Enter a '''Checklist Name.'''
+#Enter a '''Description''' of the checklist in the box provided.
+#Select a '''Checklist Category''' from the drop-down list.&nbsp;
+#Enter days to repeat in the '''Repeat Type&nbsp;'''field. <u>'''Note'''</u>: If more than one interval is required for the machine, users must select '''Special'''. Special Checklists require a unique configuration.
+#Select '''Save''' to finish or select '''Cancel''' to abort.
-. Type in one or more characters for the machine type for which one is looking into the search bar at the top of the sub-module page. Click the '''Filter '''button.
+'''Figure 66: Add a New Checklist Window'''
-. Any entries matching the search should appear in the results.
+[[File:Figure 64- Add a New Checklist Window.png|border|RTENOTITLE]]
-====Adding a Machine Type====
+&nbsp;
-'''To add a machine type'''
-. Select '''Add''' in the Machine Type sub-module page. The '''Add Machine Type''' pop up displays.
+&nbsp;
-. Enter the '''Machine Type''' and a description of the machine type in the Description box.
+==== <span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist"><span class="mw-headline" id="Special_Repeat_Type_Checklist">Special Repeat Type Checklist</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-. '''Active''': If machine is active, this should display checked.
+<span id="docs-internal-guid-e559a9da-5d61-446f-f511-ead22f0ed16b">All Preventive Maintenance work orders must have a checklist attached. If Preventive Maintenance is required for more than one-time interval (e.g. Monthly </span>''and'' Quarterly), plants must select '''Special''' as a Checklist Type.
-NOTE: The Machine Type name cannot be changed once saved.
+'''<u>Note</u>''': Special Checklist Types can only be associated with a single asset, not an entire production line)
-. Select '''Save''' to complete or '''Close''' to abort.
+<span id="docs-internal-guid-e559a9da-5d61-446f-f511-ead22f0ed16b">To create a </span>'''Special Repeat Checklist''' for PMs:
-'''Figure 30: Add a New Machine Type'''
+#<span id="docs-internal-guid-e559a9da-5d62-785c-dafb-b5249ae294aa">Select </span>'''Add a New Checklist'''
+#<span id="docs-internal-guid-e559a9da-5d62-785c-dafb-b5249ae294aa">Complete the fields as above</span>
+#<span id="docs-internal-guid-e559a9da-5d62-785c-dafb-b5249ae294aa">Select </span>'''Special''' using the drop-down menu in the pop-up window.
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_30.jpg|700px]]
+'''Figure 67: Add a Checklist for Repeat Type: Special'''
-The user is able to set the following items when is adding the machine time:
+[[File:Figure 65- Add a Checklist for Repeat Type- Special.png|border|RTENOTITLE]]
-. Under the '''Attachment tab''', the user may upload an attachment, edit an attachment, activate an attachment, or download an attachment.
+<u>'''Note'''</u>: For Special Checklists, '''Repeat Every''' field must be set to 1.
-* '''Uploading (adding) an Attachment:'''
+#'''Export''' the checklist template file onto the local drive by selecting the '''Export''' button from the top menu.
-* Select '''Add''' from the Attachment menu. An Add Attachment pop-up should appear.
+#Locate the newly created checklist from the list of Checklists.
+#Open the Checklist.
+#Select the second tab from the pop-up window:&nbsp;'''Checklist Revision'''. (For more details about editing a checklist refer to&nbsp;[[#Edit_Checklist|Edit Checklist]] )
+#Select '''Add'''.
+#Upload the checklist template file.
+#'''<u><span>Note</span></u>''': The '''special checklist type''' template file includes an extra column (“'''Schedule Type'''”) that allows users to select different '''repeat types''' for the selected checklist (e.g. monthly, quarterly, half-year, yearly). See directions for choosing special repeat types&nbsp;
-'''Figure 31: Attachment Tab'''
+'''Figure 68: Special Template'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_31.jpg|700px]]
+'''[[File:Sepcial template.png|RTENOTITLE]]'''
-* Enter '''Name''' for the attachment.
+. Return to '''Production > CMMS > Preventive Maintenance > PM List''', to create the PM work order. (See [[SOP-5-I-MDS0076-C_CMMS_Work_Order_&_Preventive_Maintenance#PM_Work_Order_Special_Instructions|PM Work Order Special Instructions]]).
-* For '''File''', click '''Select a File''' and browse the local drive for the desired attachment.
-* Check whether the attachment is '''Active'''.
-* Enter a description of the attachment in the '''Description''' box.
-* Select '''Save''' to complete or select '''Close''' to abort.
-* '''Editing an Attachment'''
-* Select an attachment from the '''Attachment''' list.
-* Click '''Edit''' in the Attachment menu. The '''Edit Attachment''' pop-up should appear.
-'''Figure 32: Edit This Attachment Pop-Up'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_32.jpg|700px]]
+&nbsp;
-* Edit the '''Name'''.
+&nbsp;
-* Under '''File''', select to upload a different attachment.
-* Change whether the attachment is listed as '''Active'''.
-* Edit the '''Description''' box if necessary.
-* Select '''Save''' to complete the edit, or select '''Close''' to abort.
-* '''Deleting an Attachment'''
-* Select an attachment from the Attachment list.
-* Click '''Delete''' in the Attachment menu. A Confirm message pop-up should appear.
-* Click '''Yes''' to confirm or '''No''' to abort.
-* '''Downloading an Attachment'''
-* Select an attachment from the Attachment list.
-* Click '''Download''' in the Attachment menu. Choose the folder in the local machine to save the file.
-. Under the '''Boc tab''', the user can Add, Edit, and Enable/Disable BOCs.
+==== <span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist"><span class="mw-headline" id="Edit_Checklist">Edit Checklist</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-* '''Adding a BOC:'''
+'''To edit '''a checklist:
-* Right click one of the BOCs in the BOC list.
-* Select '''Add'''. The Add BOC pop-up should appear.
-'''Figure 33: Add a New BOC'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_33.jpg|700px]]
+#Select an item from the Checklist sub-module page. The '''Toolbar'''&nbsp;displays in the menu.
+#The Toolbar&nbsp;appears in which there are some ICON: Edit''', Checklist Revision, Asset&nbsp;Type''',&nbsp;'''Asset, Activate '''and'''Inactivate'''.
+#Select '''Edit''' from the menu. The '''Edit Checklist '''pop-up window appears.
-'''Figure 34: Add a New BOC Pop-Up'''
+'''Figure 69: Edit Checklist Toolbar'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_34.jpg|700px]]
+[[File:Figure 66- Edit Checklist Toolbar.png|border|700px|RTENOTITLE]]
-* Select the '''Parent Part Number''' from the drop-down list. This must display N/A if no Part Number is available for this BOC.
+'''Figure 70: Edit Checklist&nbsp;'''
-* Select a Part number.
-* Enter the '''Quantity''' for the new BOC.
-* Select '''Save''' to finish or '''Close''' to abort.
-* '''Editing a BOC:'''
-* Right click one of the BOCs in the BOC list.
-* Select '''Edit''' from the pop-up menu. The Edit BOC pop-up should appear.
-'''Figure 35: Edit BOC Pop-Up'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_35.jpg|700px]]
+[[File:Figure 66a- Edit Checklist.png|border|RTENOTITLE]]
+<ol start="4">
+<li>Edit any of the fields, drop-down lists, and checkboxes needed. These include&nbsp;'''Checklist Name, Description, Checklist Type, Repeat Type''', and '''Active'''.</li>
+</ol>
-* Select '''Parent Part Number''' from the drop-down list.
+&nbsp;
-* Enter the '''Quantity''' for the BOC.
-* Select '''Save''' to finish or '''Close''' to abort.
-* '''Deleting a BOC:'''
-* Right click one of the BOCS in the BOC list.
-* Select '''Delete''' from the pop-up menu. A confirmation message displays. Click '''Yes''' to confirm or '''No''' to abort.
-. Under the '''Checklist tab''', the user can view checklist information pertaining to the machine type.
+&nbsp;
-'''Figure 36: Checklist Tab'''
+=== <span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab"><span class="mw-headline" id="Edit_Checklist:_Checklist_Revision_Tab">Edit Checklist: Checklist Revision&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_36.jpg|700px]]
+Within the '''Checklist Revision ''', users may '''add, edit, enable/disable, download''', and '''copy''' revisions.
-. Under the '''Problem tab''', the user can Add or Delete problem information.
+&nbsp;
-'''Figure 37: Add a New Problem'''
+'''Figure 71: Checklist Revision&nbsp;'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_37.jpg|700px]]
+[[File:Figure 67- Checklist Revision.png|border|700px|RTENOTITLE]]
-* '''Adding a Problem'''
+&nbsp;
-* Select '''Add''' from the Problem menu. The Add Problem pop-up should appear.
-* Select a problem category item from the list provided. A list of problem codes and problem names should then appear.
-* Check the problem code and name that apply, then select '''Save '''to finish or '''Close''' to abort.
-* '''Deleting a Problem'''
-* Select an entry from the list under the Problem tab. Click '''Delete'''.
-* A Confirm message pop-up should appear.
-* Click '''Yes''' to confirm or '''No''' to abort.
-====Editing a Machine Type====
+&nbsp;
-To edit a machine type
-. Select a machine type from the Machine Type list.
+==== <span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Add_a_Revision">Checklist Revision&nbsp;: Add a Revision</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-. Select '''Edit'''. An '''Edit Machine Type''' pop-up should appear that contains the following tabs: Attachment, BOC, Checklist, and Problem. NOTE: Because checklists are assigned to machine types, adding, or deleting them must be done from the Machine Type tab under Edit Checklist in the Check List sub-module.
+#Use the Checklist revision tab to add your checklists into the system.
+#Select the&nbsp;'''Add icon''' from the '''Checklist Revision '''. The '''Add '''pop-up window displays.
-NOTE: See Adding Machine Type topic for further information.
+'''Figure 72: Add Checklist Revision Pop-up Window'''
-'''Figure 38: Edit This Machine Type'''
+'''[[File:Figure 67- Checklist Revision.png|border|800px|RTENOTITLE]]'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_38.jpg|700px]]
+&nbsp; &nbsp; &nbsp;2. Complete the empty fields (the Name and Description fields are automatically provided according to the Checklist entry being edited):
-'''''Attention''''': It is not allowed to inactivate a machine type if it is being used by asset.
+*'''Revision'''
+*'''Effective From -To dates'''
+*'''Active''' (Default is '''Active''')
-====Deleting a Machine Type====
+==== <span class="mw-headline" id="Download_Checklist_Revision"><span class="mw-headline" id="Download_Checklist_Revision"><span class="mw-headline" id="Download_Checklist_Revision"><span class="mw-headline" id="Download_Checklist_Revision"><span class="mw-headline" id="Download_Checklist_Revision"><span class="mw-headline" id="Download_Checklist_Revision"><span class="mw-headline" id="Download_Checklist_Revision"><span class="mw-headline" id="Download_Checklist_Revision"><span class="mw-headline" id="Download_Checklist_Revision">Download Checklist Revision&nbsp; &nbsp; &nbsp;</span></span></span></span></span></span></span></span></span> ====
-To delete a Machine Type
-. Select a machine type from the Machine Type list.
+Download the checklist template as a .csv file by selecting the&nbsp;'''Download Checklist Template icon''', located in the bottom lower field of the '''Add Checklist '''page. &nbsp; &nbsp; &nbsp;
-. Click '''Delete'''.
+#&nbsp; &nbsp; The following fields are provided in the Checklist Template.&nbsp;
-. A confirmation message is displayed. Click '''Yes''' to confirm or '''No''' to abort.
+*'''Content'''
+*'''Description'''
+*'''Level'''
+*'''Field Name'''
+*'''Field Type'''
+*'''Field Name 2'''
+*'''Field Type 2'''
+*'''Estimate Hours'''
+<ol start="2">
+<li>&nbsp; &nbsp; &nbsp;Upload a new checklist by choosing '''Select File'''. This function opens the user’s local browser.</li>
+<li>&nbsp; &nbsp; &nbsp;Select the checklist to be uploaded from the local drive and click '''Open'''.</li>
+<li>&nbsp; &nbsp; &nbsp;The uploaded checklist items will now appear in the listings in the lower half of the '''Add''' window.</li>
+</ol>
-NOTE: The system verifies if machine type is being used in another table. If so, it is not allowed to delete.
+'''&nbsp; &nbsp; &nbsp;'''<u>'''Note:'''</u>&nbsp;Once uploaded, users can edit the checklist directly by double-clicking in the text field and utilizing drop-downs. Users can delete selected rows with the Delete GUI.
+<ol start="5">
+<li>Select '''Save '''to complete or '''Cancel''' to abort.</li>
+<li>Once saved, the '''Revision''' displays according to the number assigned ('''Step 2''') on the '''Checklist Revision''' page. (In our example the letter A would display.)</li>
+</ol>
-===Checklist===
+&nbsp;
-From the Check List sub-module, users can search/filter, add, edit and delete checklists.
-'''Figure 39: Check List Sub-Module Access'''
+==== <span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions"><span class="mw-headline" id="Checklist_Definitions">Checklist Definitions</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_39.jpg|700px]]
+#<span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline">Select the Checklist Revision, then select the Checklist ICON from the pop-up toolbar.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span>
+#<span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline">The '''Checklist Items''' page displays.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span>
-'''Figure 40: Check List Sub-Module List'''
+&nbsp;
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_40.jpg|700px]]
+==== <span class="mw-headline" id="Bulk_Upload_Checklist_Items"><span class="mw-headline" id="Bulk_Upload_Checklist_Items"><span class="mw-headline" id="Bulk_Upload_Checklist_Items"><span class="mw-headline" id="Bulk_Upload_Checklist_Items">Bulk Upload Checklist Items</span></span></span></span> ====
-The main purpose of this feature is to create, delete and edit check list for machines/Asset.
+&nbsp; The users can batch upload checklist items for a new checklist revision.
-====Searching/Filtering the Check List====
+With the Bulk Upload checklist items function, users can import(create/add) many items at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download the invalid records to check and correct. &nbsp;
-To search/filter checklists
-. From the Check List sub-module page, enter the name of a check list into the Check List Name field and select a check list type from the Check List Type field.
+#Select the '''BULK UPLOAD''' , the Bulk Upload window pop-up.
-. Select the filter icon.
+'''Figure 73: Checklist Items'''
-==== Adding a Check List  ====
+[[File:Checklist Item bulk upload.png|border|700px|Checklist Item bulk upload.png]]
+<ol start="2">
+<li>Select the here(blue link) to download the .csv template file and fill your items records if you do not have the template file.</li>
+</ol>
-The available fields are:
+&nbsp; '''Figure 74:&nbsp; Bulk Upload Checklist Items'''
-*'''Checklist Name''': name given to the checklist
+[[File:Bulk upload items.png|border|Bulk upload items.png]]
-*'''Description''': Additional details
+<ol start="3">
-*'''Checklist Type''': Special, or daily, or monthly, or weekly, or half-year, or quarterly or yearly;
+<li>Drag and drop or select '''browse'''(blue link) to open your file.</li>
-*'''Repeat Every''': number of repetitions in days, week, months, year (depends what was previously chosen in the Checklist type FIELD)
+<li>Select '''VALIDATE RECORDS''', the '''UPLOAD''' button will show if the validation process passed.</li>
-*'''Special Types''': If the Checklist type is special, here should display all types separated by commas.
+<li>Select '''Upload''' to save the checklist items records to the system.</li>
-*'''Active''': checkbox to enable or disable a group
+</ol>
-'''Figure 41: Add a Checklist'''
+&nbsp; '''Figure 75:&nbsp; Upload Checklist Items'''
-[[Image:SOP-5-I-MES0074-C CMMS Asset-WIKI 41.jpg|700px|SOP-5-I-MES0074-C CMMS Asset-WIKI 41.jpg]]
+[[File:Validate success.png|border|Validate success.png]]
+<ol start="6">
+<li>Select '''Download invalid records''' to download and check the invalid records if some records are invalid.</li>
+</ol>
-'''To add a check list'''
+&nbsp; '''Figure 76:&nbsp; Download Invalid Records''' &nbsp;
-. Select '''Add''' from the Check List sub-module menu. The '''Add Checklist''' popup appears.
+[[File:Download the error message33.png|border|Download the error message33.png]]<br/> <u>'''Note'''</u>: Each revision supports only one time batch uploading.
-. Enter '''Checklist Name'''.
+==== <span class="mw-headline" id="Add_Checklist_Items"><span class="mw-headline" id="Add_Checklist_Items"><span class="mw-headline" id="Add_Checklist_Items">Add Checklist Items</span></span></span> ====
-. Enter a '''Description''' of the checklist in the box provided.
+In addition to batch uploading items for a new checklist revision, users can also add items to the existing checklist revisions.
-. Select a '''Checklist Type''' from the drop-down list. NOTE: If the selected Checklist Type is Special, the Repeat Every field can only be set to 1. Users must go to Checklist Revision tab <nowiki>></nowiki> Schedule Type to set the type for each checklist item to Daily, Weekly, Monthly, Yearly, Quarterly, Half Year, or None.
+'''<span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline">Figure 77: Edit Checklist: CMMS Asset Checklist Items</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span>'''
-. Enter days to repeat in the '''Repeat Every''' field.
+'''[[File:Figure 68a- Edit Checklist Directly- CMMS Asset Checklist.png|border|800px|RTENOTITLE]]'''
+<ol start="3">
+<li>Select one item, the add, edit, save, delete icons are enabled.</li>
+<li>Input or edit the fields.</li>
+</ol>
-. Select '''Save''' to finish or select '''Close''' to abort.
+*'''Content''': In the '''Content''' field, plant users enter a title to describe the process being completed. (e.g. Clean Foreign Particles)
-The user is able to assign Revisions, Machine Types and Assets during the Checklist creation through the available tabs (Revision, Machine Type and Asset) in the page.
+<u>'''Note'''</u>: Administrators may choose to include a deeper explanation of the process by copying the '''Description''' field in the Content field ('''see #2''').
-'''Figure 42: Revision Tab'''
+*'''Description''': The '''Description''' field includes a detailed explanation of the task (e.g. a list of parts that must be checked, the steps in the procedure, tools needed, etc.) Operators will follow the instructions in the Description field to repair, calibrate, or tune the machine. Language in instructions should be simple to understand and represent the speech of the operator group performing the maintenance. (e.g. Clean foreign particles in all zones by IPA/Fingers).
+*'''Level''': <span id="docs-internal-guid-2757c298-49d1-d341-b928-0e4e467a2d9c">Levels allow users to add a hierarchy to the repair steps in the checklist. Most checklist steps will only require one level to adequately outline the task(s). For complicated tasks, place additional instructions in Level 2 or Level 3 to make subtasks clear for operators to follow.</span>
+*'''Field Name''': In the '''Field Name''' section, plant administrators define the purpose of the task or the parameter for task completion. Some examples include: Status (e.g. Completed/In Process); Good/Bad; Failed/Passed
+*'''Field Type:''' Select the method of checking completion. Select 1, 2, or 3 to define the checklist format. Three field types are available: 1. checkbox/checkmark; 2. numbers; or 3. text box.
+*'''Field Name 2''': Most Checklists will only need one field name. '''Field Name 2''' is helpful in special situations when plant admins need to compare two sets of checklists. For example, a plant may need to record the history record. In this case, the administrator can set two field names and the maintenance record will compare the old/new values. <u>'''NOTE'''</u>: The following example displays the special case of including '''Field Name 2''' in a checklist.
-[[Image:SOP-5-I-MES0074-C CMMS Asset-WIKI 42.jpg|700px|SOP-5-I-MES0074-C CMMS Asset-WIKI 42.jpg]]
+{| align="left" border="1" cellpadding="1" cellspacing="1" width="500"
+|-
+| '''Field Name'''
+| '''Field Type'''
+| '''Field Name 2'''
+| '''Field Type'''
+|-
+| Before Adjust
+| Number
+| After Adjust
+| Number
+|}
-. Under the '''Revision tab''', the user can:
+&nbsp;
-*'''To add a revision'''
+&nbsp;
-*Select '''Add''' from the '''Checklist Revision''' tab. The '''Add Revision''' pop-up appears.
-'''Figure 43: Add (Revision)'''
+*'''Schedule''' '''Type''': Plant admins may define the Schedule type to complete the steps/task in the checklist.&nbsp; &nbsp; &nbsp;&nbsp;
-[[Image:SOP-5-I-MES0074-C CMMS Asset-WIKI 43.jpg|700px|SOP-5-I-MES0074-C CMMS Asset-WIKI 43.jpg]]
+&nbsp;
-*Complete the empty fields (the Name and Description fields are automatically provided):
+&nbsp;
-. Revision
+==== <span class="mw-headline" id="Checklist_Revision:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Edit_a_Revision">Checklist Revision: Edit a Revision</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
-. Effective From-To dates
+'''Figure 78: Edit Checklist Revision'''
-. Active
+'''[[File:Figure 69- Edit Checklist Revision.png|border|RTENOTITLE]]'''
-*If necessary, the checklist template may be downloaded as a CSV file and then filled out by selecting '''Download Checklist Template'''.
+&nbsp;
-*Upload a checklist file by using the Select File function. Select the checklist to be uploaded from the local drive and click '''Open'''. '''Upload Checklist''' field permits the user to select a checklist template to upload. Users can obtain a template by selecting Download Checklist Template and downloading the CSV file to the local drive. NOTE: Please note that the template for the spreadsheet will vary somewhat depending on whether the checklist is a Special type. Special checklist templates contain an additional Schedule Type column, where the type of each items in the checklist can be set to Daily, Weekly, Monthly, Yearly, Quarterly, Half Year, or None.
-*The uploaded checklist items should now appear in the list. NOTE: Select rows of the checklist can be deleted by selecting the row from the list and clicking '''Delete'''.
-*Once the checklist has been uploaded as desired, click '''Save''' to complete or '''Close''' to abort.
-*'''To edit a revision'''
-*Select '''Edit '''from the '''Checklist Revision''' tab. The Edit pop-up appears.
-'''Figure 44: Edit (Revision)'''
+To '''edit''' a Checklist Revision:
-[[Image:SOP-5-I-MES0074-C CMMS Asset-WIKI 44.jpg|700px|SOP-5-I-MES0074-C CMMS Asset-WIKI 44.jpg]]
+#Select the checklist revision then select&nbsp;'''Edit''' from the Checklist toolbar . The '''Edit''' pop-up window appears.
+#Edit all fields as needed (Name and Description fields cannot be modified):
-*Edit all fields as needed (Name and Description fields cannot be modified):
 *'''Revision''': Denotes the version of the given checklist.
-*'''Effective from''': Denotes the start time and end time of the checklist revision.
+*'''Effective from/to: '''Denotes the effective time period of the checklist revision.
+*'''Active''': This will enable the revision if it was disabled, or disable the revision if it was enabled.
+&nbsp;
+==== <span class="mw-headline" id="Checklist_Revision:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Export_a_Revision">Checklist Revision: Export a Revision</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+#Select a revision under the '''Checklist Revision'''.
+#Select&nbsp;'''Export''' from the top menu bar.
+#The revision will automatically download onto the local drive in .csv format
+#Open the .csv file and save, print, share as desired.
+&nbsp;
+==== <span class="mw-headline" id="Checklist_Revision:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision"><span class="mw-headline" id="Checklist_Revision_Tab:_Copy_a_Revision">Checklist Revision: Copy a Revision</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+#Select '''Copy''' from the top menu of the '''Checklist Revision page'''. A '''Copy Checklist Revision''' pop-up Window displays. Select the checklist to copy into the '''Checklist''', and choose '''Copy'''.
+#The new checklist will now display on the checklist revision list.
+'''Figure 79: Copy Checklist Revision'''
+'''[[File:Figure 70- Copy Checklist Revision.png|border|RTENOTITLE]]'''
+&nbsp;
+=== <span class="mw-headline" id="Edit_Checklist:_Asset_Type"><span class="mw-headline" id="Edit_Checklist:_Asset_Type"><span class="mw-headline" id="Edit_Checklist:_Asset_Type"><span class="mw-headline" id="Edit_Checklist:_Asset_Type"><span class="mw-headline" id="Edit_Checklist:_Asset_Type"><span class="mw-headline" id="Edit_Checklist:_Asset_Type"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Type_Tab">Edit Checklist: Asset&nbsp;Type&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+In the '''Asset&nbsp;Type page''', users can '''Add''' or '''Delete Asset'''&nbsp;Types associated with a checklist.
+&nbsp;
+'''Figure 80: Checklist Asset Type&nbsp;'''<br/> [[File:Figure 71- Checklist Asset Type .png|border|RTENOTITLE]]
+&nbsp;
+To '''Add'''''&nbsp;''Asset&nbsp;Type'':''
+#Select the '''Add&nbsp;'''icon from the menu. The '''Add Asset&nbsp;Type '''pop-up window displays.
+#'''Search''' or '''browse''' the list for asset&nbsp;types.
+#'''Asset Types''' are listed by: '''Asset&nbsp;Type Name;''' '''Description'''; and '''Site ID'''''.''
+#Select '''Add&nbsp;'''or '''Add & Exit''' to return to the '''Asset&nbsp;Type''' screen''.''
+#Select '''Cancel''' to Abort.
+To '''Delete:'''
+#Select the '''Asset'''''&nbsp;''''''Type''&nbsp;'''''by activating the checkbox next to its listing.
+#Select the '''Delete''' icon from the top menu bar.
+=== <span class="mw-headline" id="Edit_Checklist:_Asset"><span class="mw-headline" id="Edit_Checklist:_Asset"><span class="mw-headline" id="Edit_Checklist:_Asset"><span class="mw-headline" id="Edit_Checklist:_Asset"><span class="mw-headline" id="Edit_Checklist:_Asset"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab"><span class="mw-headline" id="Edit_Checklist:_Asset_Tab">Edit Checklist: Asset&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
+Within the '''Asset page,''' the user may view the assets for the respective asset types that were added in the '''Asset Type''' tab. Assets are listed by '''Asset ID,''' '''Asset Name,'''&nbsp;'''Asset Type,'''and '''Department'''.
+'''Figure 81: Checklist: Asset'''
+[[File:Figure 72- Checklist Asset.png|border|800px|RTENOTITLE]]
+&nbsp;
+&nbsp;
+= <span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule"><span class="mw-headline" id="Problem_Submodule">Problem&nbsp;[[File:Problem icon1.png|Problem icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
+Under the Problem submodule, users can '''search, add, edit, enable/disable''', and '''export''' problem entries. Problems are defined as parts that went wrong in some manner, to encompass hardware and software problems.&nbsp;
+Each problem is assigned a '''Problem Code''', for easy identification. Plants can assign naming conventions to suit their individual needs; Problem Code naming convention used for this test example consists of a four-digit numeral preceded by the letter P.
+'''<u>Note</u>''': A problem can belong to multiple categories, but can only be assigned to one problem type. Examples of problem categories are Manufacture Problem, Quality Problem, or Energy Problem.
+'''Figure 82: Problem Submodule Main Screen'''
+'''[[File:Figure 73- Problem Main Screen1.png|border|700px|RTENOTITLE]]'''
+&nbsp;
+&nbsp;
+== <span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem"><span class="mw-headline" id="Search.2FFilter_Problem">Search/Filter Problem</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+#Users can search for a specific problem with filter options available on the top right of the menu bar.
+#Filtering options include
+*'''Problem Name''': Enter the&nbsp;'''Problem Name''' into the text box.
+*'''Problem Type''': Choose a '''Problem Type''' from the drop-down list.
+*'''Problem Category''': Select a '''Problem Category '''from the drop-down list.&nbsp;
+*'''Scheduled Down''': Select Yes or No.
+*'''Asset Generated''': Select Yes or No.
+*'''Active'''&nbsp;: Select Inactive or Active.
+&nbsp; &nbsp; &nbsp;3.&nbsp;Select the '''search icon''' (i.e., the magnifying glass). Only entries matching the search criteria will now display.
+'''<u>Note</u>''': To return to the full list, refresh the screen and the complete list will populate.
+== <span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems"><span class="mw-headline" id="Bulk_Upload_Problems">Bulk Upload Problems</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+With the&nbsp;'''Bulk Upload''' problem function, users can import(create/add) many problems at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download&nbsp;invalid records to check and correct them.
+#Select the '''BULK UPLOAD''' , the Bulk Upload window pop-up.
-*'''To delete, select a row from the list and click Delete.'''
+'''Figure 83: Bulk Upload Problem'''
-*To enable or disable a revision
-. Select a revision under the '''Checklist Revision''' tab.
+[[File:Figure 74- Bulk Upload Problem.png|border|Root Cause Main Page]]
-. Select '''Enable/Disable'''. This will enable the revision if it was disabled, or disable the revision if it was enabled.
+&nbsp;
+<ol start="2">
+<li>Select the '''here'''(blue link) to download the .csv template file and fill in your problems&nbsp;records if you do not have the template file.</li>
+<li>Drag and drop or select '''browse'''(blue link) to open your file.</li>
+<li>Select '''VALIDATE RECORDS''', the '''UPLOAD''' button will show if the validation process passed.</li>
+<li>Select '''Upload''' to save the problems records to the system.</li>
+<li>Select '''Download''' invalid records to download and check the invalid records if some records are invalid.</li>
+</ol>
-. Under the '''Machine Type '''Tab the user can add or delete machine types:
+'''Figure 83a: Download invalid Records'''
-'''Figure 45: Add/Edit (Machine Type)'''
+[[File:Figure 74a- Download invalid Records.png|border|Root Cause Main Page]]
-[[Image:SOP-5-I-MES0074-C CMMS Asset-WIKI 45.jpg|700px|SOP-5-I-MES0074-C CMMS Asset-WIKI 45.jpg]]
+&nbsp;
-*'''Adding machine types:'''
+== <span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem"><span class="mw-headline" id="Add_A_Problem">Add A Problem</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-*From the '''Machine Type '''tab, select Add from the menu. The Add Machine Type pop up displays.
-*Search or browse the list for machine types to add and select them.
-*Select '''Add''' to add a machine type or select '''Close''' to abort.
-*'''Deleting machine types:'''
-*From the '''Machine Type''' tab select machine types to be deleted from the list.
-*Select '''Delete''' from the menu provided. The machine type entry is deleted from the list.
-. Under the '''Asset '''Tab the user may view the assets for the respective machine types that were added in the Machine Type tab.
+The add problem function will be divided into two parts,&nbsp;scheduled down and unscheduled down.
-'''Figure 46: View (Asset)'''
+*'''Scheduled Down''': The Scheduled Downtime is not for asset failure.
+*'''Unscheduled down''': The Unscheduled Downtime is for asset failure and it will be part of the OEE availability calculation.
-[[Image:SOP-5-I-MES0074-C CMMS Asset-WIKI 46.jpg|700px|SOP-5-I-MES0074-C CMMS Asset-WIKI 46.jpg]]
+To '''add''' a new '''Problem''':
+*Select '''ADD PROBLEM''' from the&nbsp;menu, it will pop-up a menu with '''SCHEDULED DOWN '''and '''UNSCHEDULED DOWN.'''
+'''Figure 84: Add problem'''
-===== Download Checklist Template  =====
+[[File:Figure- Add problem button.png|border|800px|Root Cause Main Page]]
-For the '''Download Checklist Template''', note the following fields that are provided in the spreadsheet:
+*Select SCHEDULED DOWN, the&nbsp;'''Add&nbsp;Problem '''pop-up window appears.
-*'''Content''': The step name that describes the purpose of the step.
+'''Figure 84b: Add Scheduled Down Problem'''
-*'''Description''': A more detailed explanation of what the operator needs to perform, such as the procedure and tools involved.
-*'''Level''': The level of the checklist item. While most will be designated the same level (e.g., 1) there may be more complex items that require designating sub-levels (e.g., 2 or 3).
-*'''check_field_name''': Designation for the check field name (e.g., Status, Good/Bad)
-*'''check_field_type''': Specifies the check field type (i.e., "CheckBox", "Number", or "Text"). For CheckBox, there is a box to be checked. For Number, the field will only take a numerical input. For Text, fields may be alphanumeric.
-*'''check_field_name2''': Optional field intended for special cases where a history record of the check field needs to be provided alongside the new value.
-*'''check_field_type2''': The check field type for the second check field name.
-*'''estimate_hours''': Optional field that allows for numerically defining the estimated hours for the task.
-<br>
-====Editing a Check List====
+[[File:Figure 76- Add Scheduled Down Problem1.png|border|Root Cause Main Page]]
-'''To edit a check list:'''
-. Select an item from the '''Check List''' sub-module page. The Edit option should become available in the menu.
+*Select '''UNSCHEDULED DOWN''', the&nbsp;'''Add&nbsp;Problem '''pop-up window appears.
-. Select '''Edit''' from the menu. The '''Edit Checklist''' page appears in which there are four tabs: Checklist Revision, Machine Type, and Asset.
+'''Figure 84c: Add Unscheduled Down Problem'''
-. For further information, see the Adding Machine time. The same rules are applicable.
+[[File:Figure 77- Add Unscheduled Down Problem1.png|border|Root Cause Main Page]]
-'''Figure 47: Edit Checklist'''
+Complete the fields provided:
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_47.jpg|700px]]
+*'''Problem Category''': Select a Problem Category from the respective drop-down list.
+*'''Problem Type''': Select a Problem Type from the respective drop-down list.
+*'''Problem Code''': Enter a Problem Code in the respective field.
+*'''Problem Name''': Enter a Problem Name in the respective field.
+*'''Description''': Enter a description in the box provided.
+*'''Active''': In the Active checkbox select whether the problem will be active. The new problem is active by default.&nbsp;
+*'''Asset Failure''': Un-selected by default.
+*'''Asset Generated''': Un-selected by default. This item is used for special status or special interface.&nbsp; If the Machine Generated is selected, then the problem information will show at the interface list. Otherwise, it will hide the problem information. Users can overlook it if they don't use the interface.
+*'''Non-Stop''': If the Machine Generated is selected, Non-stop will be available. By default this field is not chosen. Checking this function allows the machine to continue production despite the problem being reported.
+*'''Priority''': If the Machine Generated is selected, priority will be available. Select a priority level from the drop-down list provided. Priority is organized in descending level of importance: &nbsp;P1,&nbsp;P2&nbsp;or&nbsp;P3. To select another priority, choose a different one from the drop-down list.
+*'''Global Problem''': Select one global problem from the list.
-'''''Attention''''': It is not allowed to inactivate a checklist if it is being used by work order with status (ASSIGNED, WIP, WAITING FOR PARTS or WAITING FOR BUY OFF).
+<u>'''Note'''</u>: This Global Problem is for the single site only and the major purpose of this Global Problem is to unify the different machine types that have the same problem (Downtime).This Global Problem value will be available at a single site. This means if the users would like to know the same problem for different types of assets in the entire plant, then they can apply for this Global Problem option.&nbsp;
-====Deleting a Check List====
+*&nbsp;Select '''Add '''to finish,&nbsp;or select '''Close''' to abort.
-'''To delete a Check List'''
-. Select a checklist from the '''Checklist''' list.
+&nbsp;
-. Click '''Delete'''.
+&nbsp;
-. A confirmation message is displayed. Click '''Yes''' to confirm or '''No''' to abort.
+== <span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem"><span class="mw-headline" id="Edit_Problem">Edit Problem</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-NOTE: The system verifies if machine type is being used in another table. If so, it is not allowed to delete.
+Any of the Problem entry fields can be edited. To '''edit '''a&nbsp;'''Problem''':
-===Problem===
+#Select a problem from the list by activating the checkbox next to its name. The '''Edit''' function becomes available.
-Under the '''Problem''' sub-module, users can search, add, edit and delete problem entries. Problems are defined as the parts that went wrong in some manner, which include software problems and hardware problems. Each problem has its own Problem Code, though they are not necessarily unique. While a problem can belong to multiple categories, it can belong to only one problem type. Examples of problem categories are Manufacture Problem, Quality Problem, or Energy Problem.
+#Select '''Edit.''' The '''Edit Problem''' pop-up window appears.
+#Edit the '''Problem Category''' by selecting a different item from the respective drop-down list.
+#Edit the '''Problem''' by selecting a different item from the drop-down list.
+#Edit the '''Problem Code''' entry.
+#Edit the '''Problem Name''' entry.
+#Edit the '''Description.'''
+#Check or uncheck the '''Active&nbsp;'''box.
+#Select '''Save&nbsp;'''to finish, or '''Close''' to abort.
-'''Figure 48: Problem Sub-Module Access'''
+<br/> '''Figure 85: Edit Problem'''<br/> [[File:Figure 78- Edit Problem1.png|border|RTENOTITLE]]
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_48.jpg|700px]]
+&nbsp;
-'''Figure 49: Problem List'''
+&nbsp;
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_49.jpg|700px]]
+&nbsp;
-====Searching Problems====
+= <span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code"><span class="mw-headline" id="Event_Code">Event Code[[File:Event code icon1.png|Event code icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
-The Problem list can be searched by users. To search the problem list
-. Use the respective filters to limit the list to one or more entries:
+In this module, users can define the event code with the event name and the asset status, such as Running, Spare, In Maintenance, Setup, Idle, and Calibration. The system will match the asset status once it receives the event code.
-* Enter a '''Problem Name''' into the respective field.
+To configure an event code, navigate to '''Shop Floor Control > Configuration > OEE > Event Code.'''
-* Select a '''Problem Type''' from the respective drop-down list.
-* Select a '''Problem Category''' from the respective drop-down list.
-* Select '''Active''' or '''Inactive''' Problems.
-. Select the filter icon. Only entries matching the search criteria should be listed.
+Users can add, edit, enable/disable and export the event code.
-====Adding Problem Entries====
+'''Figure 86: Event Code Main Page'''
-Under the '''Problem''' sub-module, users can add problem entries. To add new problem entries
-. Select Add from the Problem sob-module menu. The Add Problem page appears.
+[[File:Figure 79- Event Code Main Page1.png|border|700px|Figure 76- Event Code Main Page.png]]
-. Complete the fields provided:
+=== <span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Event_Code"><span class="mw-headline" id="Bulk_Upload_Calibration">Bulk Upload Event&nbsp;Code</span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-* Select a '''Problem Category''' from the respective drop-down list.
+With the&nbsp;'''Bulk Upload''' event code&nbsp;function, users can import(create/add) many event codes&nbsp;at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download&nbsp;invalid records to check and correct them.
-* Select a '''Problem Type''' from the respective drop-down list.
-* Enter a '''Problem Code''' in the respective field.
-* Enter a '''Problem Name''' in the respective field.
-* Enter a '''Description''' in the box provided.
-* In the '''Active''' checkbox select whether the problem will be active.
-. Select '''Save''' to finish or select '''Close''' to abort.
-'''Figure 50: Add a Problem'''
+#Select the '''BULK UPLOAD''' , the Bulk Upload window pop-up.
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_50.jpg|700px]]
+'''Figure 86a: Bulk Upload Event Code'''
-====Editing Problem Entries====
+[[File:Figure 77- Bulk Upload Event Code.png|border|Root Cause Main Page]]
-Entries in the Problem sub-module can be edited. To edit a problem
-. Select a problem from the list. The Edit function in the menu should become available.
+&nbsp;
+<ol start="2">
+<li>Select the '''here'''(blue link) to download the .csv template file and fill in your event codes records if you do not have the template file.</li>
+<li>Drag and drop or select '''browse'''(blue link) to open your file.</li>
+<li>Select '''VALIDATE RECORDS''', the '''UPLOAD''' button will show if the validation process passed.</li>
+<li>Select '''Upload''' to save the event codes records to the system.</li>
+<li>Select '''Download''' invalid records to download and check the invalid records if some records are invalid.</li>
+</ol>
-. Select '''Edit'''. The Edit Problem Type page appears.
+'''Figure 86b: Download invalid Records'''
-. Edit the '''Problem Category''' by selecting a different item from the respective drop-down list.
+[[File:Figure 77a- Download invalid Event.png|border|Root Cause Main Page]]
-. Edit the '''Problem Type''' by selecting a different item from the drop-down list.
+== <span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code"><span class="mw-headline" id="Add_Event_Code">Add Event Code</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-. Edit the '''Problem Code''' entry.
+To add an '''Event Code''':
-. Edit the '''Problem Name''' entry.
+#Select '''Add'''. The '''Add Event''' pop-up window appears.
+#Select one Status from the&nbsp;'''Asset Status '''drop-down list.
+#Enter an '''Event'''&nbsp;'''Code''' in the respective field.
+#Enter an '''Event Name''' in the respective field.
+#Enter a '''Description''' of the category in the box provided.
+#'''Active''': The checkbox is ticked by default, which means this event code is active.
+#Select '''Add'''&nbsp;to finish, or '''Cancel''' to abort.
-. Edit the '''Description'''.
+&nbsp;
-. Check or uncheck the '''Active''' box.
+'''Figure 87: Add Event Code'''
-. Select '''Save''' to finish; otherwise, select '''Close''' to abort.
+[[File:Figure 81- Add Event Code1.png|border|Figure 41- Add Event Code.png]]
-'''Figure 51: Edit Problem Pop-Up'''
+== <span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event"><span class="mw-headline" id="Edit_Event">Edit Event</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_51.jpg|700px]]
+&nbsp;
-'''''Attention''''': It is not allowed to inactivate a problem if it is being used by work order with status (ASSIGNED, WIP, WAITING FOR PARTS or WAITING FOR BUY OFF).
+Any of the Event Code entry fields can be edited. To '''edit''' an Event Code:
-====Deleting Problem Entries====
+#Select an event code from the list by activating the checkbox next to its name. The&nbsp;'''Edit''' function becomes available.
-'''To delete Problem Entries'''
+#Select '''Edit'''. The '''Edit Event Code '''pop-up window appears.
+#Edit the '''Asset Status''' by selecting a different item from the respective drop-down list.
+#Edit the '''Event Code''' entry.
+#Edit the '''Event Name''' entry.
+#Edit the '''Description'''.
+#Check or uncheck the '''Active''' box.
+#Select '''Save'''&nbsp;to finish, or '''Close''' to abort.
-. Select a problem from the '''Problem''' list.
+&nbsp;
-. Click '''Delete'''.
+= <span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule"><span class="mw-headline" id="Problem_Type_Submodule">Problem Type&nbsp;[[File:Problem type icon1.png|Problem type icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
-. A confirmation message is displayed. Click '''Yes''' to confirm or '''No''' to abort.
+Within the Problem Type submodule, users can '''add new problem types '''or edit existing Problem Types to meet the changing needs of their plants. Users can also '''enable/disable '''Problem Types as needed.
-NOTE: The system verifies if the problem is being used in another table. If so, it is not allowed to delete.
+To configure a problem type, navigate to '''Shop Floor Control > Configuration > CMMS Asset&nbsp;>&nbsp; Problem Type'''.&nbsp; &nbsp;
-===Problem Type===
+'''Figure 88: Problem type Main Page'''
-The Problem Type menu is available under Asset. From the Problem Type menu, users can Add, Edit, and Delete problem types.
-'''Figure 52: Problem Type Sub-Module Access'''
+'''[[File:Figure 82- Problem type Main Page1.png|border|700px|Problem type main page.png]]'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_52.jpg|700px]]
+<span class="mw-headline" id=""><span class="mw-headline" id="">&nbsp;</span></span>
-====Adding a Problem Type====
+== <span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type"><span class="mw-headline" id="Bulk_Upload_Problem_Type">Bulk Upload Problem Type</span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-'''To add a problem type'''
-. From the Problem Type page, select '''Add'''. The Add a New Problem Type pop-up appears.
+With the&nbsp;'''Bulk Upload''' problem type function, users can import(create/add) many problem types at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download&nbsp;invalid records to check and correct them.
-. Enter a '''Problem Type Code'''.
+#Select the '''BULK UPLOAD''' , the Bulk Upload window pop-up.
-. Enter a''' Problem Type Name'''.
+'''Figure 88a: Bulk Upload Problem Type'''
-. Enter a '''Description''' in the box provided.
+[[File:Bulk upload problem type.png|border|Root Cause Main Page]]
-. Check whether the problem type is '''Active''' or not.
+&nbsp;
+<ol start="2">
+<li>Select the '''here'''(blue link) to download the .csv template file and fill in your calibrations&nbsp;records if you do not have the template file.</li>
+<li>Drag and drop or select '''browse'''(blue link) to open your file.</li>
+<li>Select '''VALIDATE RECORDS''', the '''UPLOAD''' button will show if the validation process passed.</li>
+<li>Select '''Upload''' to save the problem types&nbsp;records to the system.</li>
+<li>Select '''Download''' invalid records to download and check the invalid records if some records are invalid.</li>
+</ol>
-. Select '''Save''' to finish or '''Close''' to abort.
+'''Figure 88b: Download invalid Records'''
-'''Figure 53: Add a New Problem Type Pop-Up'''
+[[File:Figure 77a- Download invalid Records.png|border|Root Cause Main Page]] &nbsp; &nbsp;
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_53.jpg|700px]]
+&nbsp;
-====Editing a Problem Type====
+== <span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type"><span class="mw-headline" id="Add_Problem_Type">Add Problem Type</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-Problem type entries may be edited.
-'''To edit a problem type'''
+To '''Add''' a '''Problem Type''':
-. Select a problem type entry from the list. The Edit function should become available.
+#Select the&nbsp;'''Add icon'''
+#The '''Add&nbsp;Problem Type '''Window'''displays'''
+#Complete the following fields:
-. Select '''Edit'''. The Edit Problem Type pop-up appears, which includes two tabs: General and Problem.
+*'''Problem Type Code''' (Mandatory)
+*'''Problem Type Name '''(Mandatory)
+*'''Description''' (Optional)
+*'''Global Problem: '''Select the checkbox to make the problem a global problem.
-. In the General tab, the user may
+<u>'''Note'''</u>: This Global Problem is for the single site only and the major purpose of this Global Problem is to unify the different asset types that have the same problem (Downtime).This Global Problem value will be available at a single site. This means if the users would like to know the same problem for different types of assets in the entire plant, then they can apply for this Global Problem option.
-* Edit the '''Problem Type Code'''.
+*'''Active:&nbsp;'''checkbox (Default is Active)
-* Edit the '''Problem Type Name'''.
-* Edit the '''Description'''.
-* Check or uncheck whether the problem type is '''Active'''.
-. Under the Problem tab the user can view the problems that have been assigned to the given problem type.
-. Select '''Save,''' otherwise, select '''Close''' to abort.
+&nbsp; &nbsp; &nbsp;4. Select '''Save&nbsp;''' to save or '''Close''' to cancel<br/> &nbsp; &nbsp; &nbsp;5. The new '''Problem Type''' now displays in the list.
-'''Figure 54: Edit Problem Type'''
+'''Figure 89: Add a New Problem Type Window'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_54.jpg|700px]]
+'''[[File:Figure 84- Add a New Problem Type Window1.png|border|700px|RTENOTITLE]]'''
-'''''Attention''''': It is not allowed to inactivate a problem type if it is being used by problem.
+&nbsp;
-====Deleting a Problem Type====
+&nbsp;
-'''To delete a Problem Type'''
-. Select a Problem Type from the list.
+== <span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type"><span class="mw-headline" id="Edit_Problem_Type">Edit Problem Type</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-. Click '''Delete'''.
+All Problem Types are available for edit. To '''edit '''a '''Problem Type''':
-. A confirmation message is displayed. Click '''Yes''' to confirm or '''No''' to abort.
+#Select a '''problem type''' from the list by activating the checkbox next to its name. The '''Edit''' function becomes available.
+#Select '''Edit'''. The '''Edit Problem Type''' pop-up window appears. There are two tabs available within the '''Edit Problem Type '''Window: '''General '''and'''Problem.'''
-NOTE: The system verifies if the problem type is being used in another table. If so, it is not allowed to delete.
+'''Figure 90: Edit a Problem Type'''
-===Problem Category===
+'''[[File:Figure 85- Edit a Problem Type1.png|border|700px|RTENOTITLE]]'''
-Under Problem Category, users can organize problems into a categorical hierarchy. From the Problem Category page, users may '''Add''' or '''Edit''',''' View '''and '''Delete''' problem categories. Problem categories are divided by problem attribute. Problem categories include manufacture problems, production problems, process problems, quality problems, and energy problems.
-'''Figure 55: Problem Category'''
+=== <span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab"><span class="mw-headline" id="Edit_Problem_Type:_General_Tab">Edit Problem Type: General</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_55.jpg|700px]]
+#Within '''General ''', users can edit any of the information contained therein:
-'''Figure 56: Problem Category List'''
+*'''Problem Type Code'''
+*'''Problem Type Name'''
+*'''Description'''
+*'''Active''' (Default is '''Active''')
+*'''Global Problem'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_56.jpg|700px]]
+&nbsp; &nbsp; &nbsp;2. Select '''Save''''''&nbsp;'''to finish; select '''Close''' to abort.
-====Adding a Problem Category====
+&nbsp;
-'''To add a problem category''', enter the values for the fields:
-. '''Name''': name given to the Problem Category;
+=== <span class="mw-headline" id="Edit_Problem_Type:_Problem"><span class="mw-headline" id="Edit_Problem_Type:_Problem"><span class="mw-headline" id="Edit_Problem_Type:_Problem"><span class="mw-headline" id="Edit_Problem_Type:_Problem"><span class="mw-headline" id="Edit_Problem_Type:_Problem"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab"><span class="mw-headline" id="Edit_Problem_Type:_Problem_Tab">Edit Problem Type: Problem&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
-. '''Code''': code given to the Problem Category;
+#Within the '''Problem page''', users may view a complete list of any problems associated with this Problem Type and their status.
-. '''Parent Problem Category''': name of the problem category parent;
+<u>'''Note'''</u>: If no problems have been added for this '''Problem Type''', this tab will be empty.
-. '''Description''': additional details;
+&nbsp;
-. '''Downtime''': information should me marked if this category belongs to downtime. If not, belongs to Repair;
+= <span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule"><span class="mw-headline" id="Problem_Category_Submodule">Problem Category[[File:Problem category icon1.png|Problem category icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
-. '''Active''': information should me marked if register is active.
+#Within the '''Problem Category''' submodule of CMMS Asset, users can organize problems into a categorical hierarchy. From the Problem Category page, users may Add or Edit problem categories. The following predefined Problem Categories that describe common manufacturing problems are available:
-'''Figure 57: Adding Problem Category'''
+*'''Manufacture'''
+*'''Production'''
+*'''Process'''
+*'''Quality'''
+*'''Energy'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_57.jpg|700px]]
+&nbsp; &nbsp; &nbsp;2. To best describe their plant processes, Administrators may also add additional problem categories underneath parent categories or change titles of parent categories.
-The user is able to assign Problems during the Problem Category creation through the available tab (Problem) in the page.
+'''Figure 91: Problem Category Submodule Main Screen'''
-'''Figure 58: Adding Problem Category'''
+'''[[File:Figure 86- Problem Category Submodule Main Screen.png|border|800px|RTENOTITLE]]'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_58.jpg|700px]]
+== <span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category"><span class="mw-headline" id="Add_a_Problem_Category">Add a Problem Category</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-. Under the '''Problem '''tab the user can Add or Delete a problems for the given problem category.
+To '''add '''a '''problem category '''to a pre-existing parent category:
-* To add a problem
+#Select a '''Problem Category icon''' from the list. A pop-up menu displays adjacent to the category.
-* Select '''Add''' from the '''Problem''' tab. The '''Add Problem''' pop-up appears.
+#In the pop-up menu, select '''Add'''. The '''Add a New Problem Category''' pop-up window appears.
-* Select a '''Problem Type''' from the drop-down list.
+#Enter a '''Problem Category Name''' in the respective field.
-* Enter a '''Problem Code'''. NOTE: Problem codes are not unique; therefore, each problem can potentially have multiple problem categories.
+#Enter a '''Problem Category Code '''in the respective field.
-* Enter a '''Problem Name'''.
+#Enter a '''Description''' of the category in the box provided.
-* Enter a '''Description''' in the box provided.
+#Enter the '''Attended Time''':
-* Select whether the Problem is '''Active''' or not.
+#Select '''SAVE&nbsp;'''to finish, or '''Cancel''' to abort.
-* Select '''Save''' to finish or '''Close''' to abort.
-====Editing a Problem Category====
+<br/> '''Figure 92: Add a New Problem Category'''<br/> [[File:Figure 87- Add a New Problem Category.png|border|RTENOTITLE]]
-'''To edit a problem category'''
-. Select a problem category from the list and select '''Edit'''.
+&nbsp;
-. The Edit Problem Category page should appear included the tabs Problem.
+&nbsp;
-. Edit the necessary information and select Save to finish, otherwise, '''Close'''.
+== <span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category"><span class="mw-headline" id="Edit_a_Problem_Category">Edit a Problem Category</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-'''Figure 59: Edit a Problem Category'''
+All '''Problem Categories''' are available for edit. To '''edit '''a '''Problem Category:'''
-[[Image:SOP-5-I-MES0074-C_CMMS_Asset-WIKI_59.jpg|700px]]
+#Select a '''Problem Category icon '''from the list. A pop-up menu displays adjacent to the category.
+#In the pop-up menu, select '''Edit'''. The '''Edit Problem Category''' pop-up window appears.
-See '''Adding Problem Category''' for further information. The same rules are applicable for edit.
+'''Figure 93: Edit a Problem Category'''
-'''''Attention''''': It is not allowed to inactivate if a problem category if it is being used by problem.
+'''[[File:Figure 88- Edit a Problem Category1.png|border|RTENOTITLE]]'''
-====Deleting a Problem Category====
+&nbsp;
-'''To delete a Problem Category'''
+<ol start="3">
+<li>The users can edit any of the information contained therein:</li>
+</ol>
-. Select a Problem Category from the list.
+*'''Parent Problem Category:''' Select a category from the drop-down menu
+*'''Problem Category Name: '''Enter a new category name in the text box.
+*'''Problem Category Code''': Change the code assigned to this '''Problem Category''' in the text field.
+*'''Description''': This field is optional.
+*'''Active''' (Default is '''Active''')
+*'''Attended Time'''.
-. Click '''Delete'''.
+&nbsp; &nbsp; &nbsp;2. Select '''Save''' to finish; select '''Close''' to abort.
-. A confirmation message is displayed. Click '''Yes''' to confirm or '''No''' to abort.
+== <span class="mw-headline" id="Problem_Category:_Problem"><span class="mw-headline" id="Problem_Category:_Problem"><span class="mw-headline" id="Problem_Category:_Problem"><span class="mw-headline" id="Problem_Category:_Problem"><span class="mw-headline" id="Problem_Category:_Problem"><span class="mw-headline" id="Problem_Category:_Problem"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab"><span class="mw-headline" id="Edit_a_Problem_Category:_Problem_Tab">Problem Category: Problem</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
-NOTE: The system verifies if the problem type is being used in another table. If so, it is not allowed to delete.
+Within the '''Problem''', users may '''view''' a problem&nbsp;to the selected category. All problems that have been assigned to the given problem category are displayed in list form in the Problem page.
-==Document Revision History==
+&nbsp;
-{|border="2" cellspacing="0" cellpadding="4" width="100%"
+&nbsp;
-|align = "center" bgcolor = "#00FFFF"|<font color="#FFFFFF">Date</font>
-|align = "center" bgcolor = "#00FFFF"|<font color="#FFFFFF">Author</font>
-|align = "center" bgcolor = "#00FFFF"|<font color="#FFFFFF">Title</font>
-|align = "center" bgcolor = "#00FFFF"|<font color="#FFFFFF">Version</font>
-|align = "center" bgcolor = "#00FFFF"|<font color="#FFFFFF">Change Reference</font>
+== <span class="mw-headline" id="Activate.2FDeactivate_Problem_Category"><span class="mw-headline" id="Activate.2FDeactivate_Problem_Category"><span class="mw-headline" id="Activate.2FDeactivate_Problem_Category"><span class="mw-headline" id="Activate.2FDeactivate_Problem_Category"><span class="mw-headline" id="Activate.2FDeactivate_Problem_Category"><span class="mw-headline" id="Activate.2FDeactivate_Problem_Category"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem"><span class="mw-headline" id="Problem_Tab:_Enable.2FDisable_Problem">Activate/Deactivate&nbsp;Problem Category</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+The '''Activate/Deactivate'''&nbsp;function allows the user to change the '''Problem''' status from '''active to inactive''' or '''inactive to active'''.&nbsp;
+#Select a '''problem category'''&nbsp;from the list . The '''Activate/Deactivate&nbsp;'''function becomes available.
+#Select '''Activate/Deactivate'''.&nbsp;
+&nbsp;
+= <span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule"><span class="mw-headline" id="Asset_Mapping_Submodule">Asset Mapping&nbsp;[[File:Asset mapping icon1.png|Asset mapping icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
+The '''Asset Mapping''' submodule is used to identify '''''location details''''' ('''Shop Floor ID, Device ID, Location Name'''''')''' of a given asset. To build a relationship between the Shop Floor Location and the Asset'''.'''
+== <span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions"><span class="mw-headline" id="Best_Practice_Naming_Conventions">Best Practice Naming Conventions</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Although Asset Mapping does not directly connect asset activity to the production process (e.g. feed information, SNs, scan activity, etc.), users can cross reference the fields in Asset Mapping to those in SFDC(Shop Floor Control)&nbsp;to match assets to their location on the shop floor. In this way, administrators can easily move between assets and production by searching according to the name and number assigned.
+&nbsp;
+{| align="left" border="1" cellpadding="1" cellspacing="1" style="width: 500px;"
 |-
-|09/08/2015
+| style="text-align: center;" | '''Shop Floor Control&nbsp;'''
-|Elaine Fonaro
+| style="text-align: center;" | '''Asset Mapping'''
-|Technical Writer
+|-
-|v 1.0
+| Shop Floor ID
-|This is the first revision of CMMS Asset for Cirrus
+| Shop Floor ID
+|-
+| Device #
+| Device ID
+|-
+| Location
+| Location Name
+|}
+&nbsp;
+&nbsp;
+&nbsp;
+&nbsp;
+Remember: asset management relates to the assets (machines/equipment) that manufacture the factory product, not the products themselves. All information about the product process (locations, part numbers, containers, pass/fail rates) is configured in the '''SFDC (Shop Floor Data Collector''') portal of 42Q MES and stored in 42Q’s MES cloud.
+#To navigate to the '''Asset Mapping&nbsp;'''submodule go to '''Shop Floor Control > Configuration > CMMS Asset > Asset Mapping'''
+#The following functions are available in CMMS Asset Mapping: '''Bulk''' '''Upload''',&nbsp;'''Add, Edit, Enable/Disable, and Delete.'''
+&nbsp;
+'''Figure 94: Available Actions in Asset Mapping'''
+[[File:Figure 89- Available Actions in Asset Mapping.png|border|800px|Figure 77a- Available Actions in Asset Mapping1.png]]
+&nbsp;
+== <span class="mw-headline" id="Bulk_Upload_Asset_Mapping"><span class="mw-headline" id="Bulk_Upload_Asset_Mapping"><span class="mw-headline" id="Bulk_Upload_Asset_Mapping"><span class="mw-headline" id="Bulk_Upload_Asset_Mapping"><span class="mw-headline" id="Bulk_Upload_Asset_Mapping"><span class="mw-headline" id="Bulk_Upload_Asset_Mapping"><span class="mw-headline" id="Bulk_Upload_Asset_Mapping"><span class="mw-headline" id="Bulk_Upload_Asset_Mapping"><span class="mw-headline" id="Bulk_Upload_Asset_Mapping">Bulk Upload Asset Mapping</span></span></span></span></span></span></span></span></span> ==
+With the Bulk Upload asset mapping function, users can import(create/add) many asset mapping&nbsp;at one time. This function involves downloading the template file, uploading the file and validating whether the data is valid. Users can download the invalid records to check and correct. &nbsp;
+#Select the '''BULK UPLOAD''' , the Bulk Upload window pop-up.
+&nbsp; '''Figure 95: Bulk Upload Asset Mapping'''
+[[File:Figure 89a- Bulk Upload Asset Mapping.png|border|Figure 7- Bulk Upload Asset.png]]
+<ol start="2">
+<li>Select the here(blue link) to download the .csv template file and fill your asset mapping&nbsp;records if you do not have the template file.</li>
+<li>Drag and drop or select browse(blue link) to open your file.</li>
+<li>Select '''VALIDATE RECORDS''', the '''UPLOAD''' button will show if the validation process passed.</li>
+<li>Select '''Upload''' to save the asset mapping&nbsp;records to the CMMS system.</li>
+<li>Select '''Download''' invalid records to download and check the invalid records if some records are invalid.</li>
+</ol>
+'''Figure 95a: Download invalid Records'''
+[[File:Figure 89b- Download invalid Records.png|border|Figure 7- Bulk Upload Asset.png]]
+&nbsp;
+&nbsp;
+&nbsp;
+== <span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Asset_Mapping"><span class="mw-headline" id="Add_Client_ID">Add Asset Mapping</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+To add a Shop Floor ID&nbsp;to an asset:
+#Select the&nbsp;'''Add''' icon.
+#A pop-up window displays: “'''Add Asset Mapping'''.”
+'''Figure 96: Add Asset Mapping'''
+[[File:Figure 92- Add Asset Mapping.png|border|RTENOTITLE]]
+&nbsp;
+&nbsp;
+. Complete the following fields.
+*'''Shop Floor&nbsp;ID''' (Mandatory)
+*'''Device ID''' (Optional if the Location field is provided)
+*'''Location '''(Mandatory)
+'''<u>Note</u>''': Users must complete either the Location name Field or the Device Id Field. They may fill both fields.
+*'''Asset ID''' (Mandatory)
+*'''Active''': To mark the Device ID as active, activate the checkmark. The default status is active (checked).
+&nbsp;
+. Select '''Save''' to add data or '''Cancel''' to abort the action.
+<u>'''Note'''</u>: After the asset be mapped, the “'''OEE Calculation'''” checkbox will be checked automatically for the asset. The users can view this at the Asset View page.
+== <span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Asset_Mapping"><span class="mw-headline" id="Edit_Client_ID">Edit Asset Mapping</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+'''To edit an Asset Mapping:'''
+#Select a line of information.
+#Choose the '''Edit''' icon.
+#A pop-up window displays, “Edit Asset Mapping.”
+'''Figure 97: Edit Asset Mapping'''
+[[File:Figure 93- Edit Asset Mapping.png|border|800px|Edit Asset Mapping.png]]
+&nbsp;
+<ol start="4">
+<li>Change any of the available fields (see description above).</li>
+<li>Select '''Save''' to save changes or '''Cancel''' to abort the activity.</li>
+</ol>
+&nbsp;
+&nbsp;
+== <span class="mw-headline" id="Activate.2FDeactivate_an_Asset_Mapping"><span class="mw-headline" id="Activate.2FDeactivate_an_Asset_Mapping"><span class="mw-headline" id="Activate.2FDeactivate_an_Asset_Mapping"><span class="mw-headline" id="Activate.2FDeactivate_an_Asset_Mapping"><span class="mw-headline" id="Activate.2FDeactivate_an_Asset_Mapping"><span class="mw-headline" id="Activate.2FDeactivate_an_Asset_Mapping"><span class="mw-headline" id="Activate.2FDeactivate_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_an_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_a_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_a_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_a_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_a_Asset_Mapping"><span class="mw-headline" id="Enable.2FDisable_a_Client_ID">Activate/Deactivate an Asset Mapping</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+To change the active status of an Asset Mapping:
+#Select the asset mapping information on the line.
+#Select the '''Activate/Deactivate'''&nbsp;icon on the top menu bar.
+&nbsp;
+== <span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_an_Asset_Mapping"><span class="mw-headline" id="Delete_a_Asset_Mapping"><span class="mw-headline" id="Delete_a_Asset_Mapping"><span class="mw-headline" id="Delete_a_Asset_Mapping"><span class="mw-headline" id="Delete_a_Asset_Mapping"><span class="mw-headline" id="Delete_a_Client_ID">Delete an Asset Mapping</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+To '''delete''' an Asset Mapping&nbsp;entry:
+#Select the line of information.
+#Select the '''Delete''' icon on the top menu bar.
+'''<u>Note</u>''': Users add information manually within the '''Asset Mapping''' submodule, per individual asset. If many assets require mapping, users may export templates and upload information in the corresponding '''Import Mapping''' Submodule.
+&nbsp;
+&nbsp;
+&nbsp;
+= <span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule"><span class="mw-headline" id="My_Asset_Submodule">My Asset&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span>[[File:My Asset icon1.png|RTENOTITLE]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
+&nbsp;
+My Asset Submodule supports the same functions as [[#Asset_Sub-Module|Asset Submodule]]; The difference between them is that My Asset Submodule only displays assets assigned to the current user whose group category is '''Asset Using Group'''. This feature allows users to efficiently manage their own assets. See [[SOP-5-I-MES0073-C_CMMS_Admin#Group.C2.A0|'''CMMS Admin > Groups''']] for an explanation of Asset Using Group.
+#To access&nbsp;'''My Asset '''navigate to '''Shop Floor Control > Configuration > CMMS Asset > My Asset'''.
+#Users can '''Add''',&nbsp;'''Edit''', '''Copy''', or '''Export''' assets in the list. See [[#Asset_Sub-Module|Asset Submodule]]&nbsp;for a detailed description of each action.
+'''Figure 98: My Asset Main page'''
+'''[[File:Figure 89- My Asset Main page2.png|border|700px|My Asset main page.png]]'''
+At the '''Edit Asset''' page, the users can change the asset’s status to '''Obsolete''' directly. &nbsp;
+'''Figure 99: Change My Asset to Obsolete'''
+[[File:Edit asset my asset.png|border|700px|Edit asset my asset.png]]
+&nbsp;
+----
+&nbsp;
+The following shows how the configuration for Asset Using in '''CMMS Admin > Groups''' determines the available list on&nbsp;'''My Asset '''page.
+#Create a group at the Group submodule of&nbsp;&nbsp;[[SOP-5-I-MES0073-C_CMMS_Admin#Group.C2.A0|CMMS - Admin > Groups]].
+#Select Asset Using Group from the Category.
+#Add users to the group at the Group Properties page Users sub-page.
+#Edit the Asset (at the CMMS Asset module) Group to add the group created at step 1.
+#Select the Asset.
+#Click '''Group&nbsp;'''to open the '''Assign Group'''&nbsp;subpage.
+#Select the '''Assign'''&nbsp;'''Group'''&nbsp;,
+#Select the Group created at step1, then select SAVE.
+#The list of groups assigned to the asset&nbsp;displays.
+#Select the Group then click '''Add.'''
+#The Group is successfully assigned to the asset as an Asset Using Group.&nbsp;
+'''Figure 100''': '''Asset assigned to the Group'''
+[[File:Figure 89c- Add Group to Asset at Edit Asset Group page1.png|border|700px|Figure 83e- Asset assigned to the Group .png]]
+&nbsp;
+&nbsp;
+= <span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule"><span class="mw-headline" id="Asset_View_Submodule">Asset View</span></span></span></span></span></span></span></span></span></span></span></span>[[File:Asset view icon1.png|RTENOTITLE]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
+&nbsp;
+Asset View Submodule is for users who only have view rights. A complete list of assets is available. Assets are not available for editing in the Asset View submodule.
+#To access&nbsp;'''Asset View '''navigate to '''Shop Floor Control > Configuration > CMMS Asset > Asset View'''.
+#The following actions are available to users in CMMS Asset View: '''Search '''and'''View.'''
+'''Figure 101: Asset View Main page'''
+[[File:Figure 91- Asset View Main page1.png|border|800px|Asset view main page.png]]
+&nbsp;
+&nbsp;
+= <span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category">Repair&nbsp;Category[[File:Repair category icon1.png|60x60px|Repair code category icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
+Sometimes the production line’s low OEE value may be caused by worn out, misaligned, or broken parts on the asset itself. To resume producing a good quality product, the &nbsp;repair team must replace or refurbish the asset’s parts or calibrate the asset itself. The management team may also want to view the asset’s repair history according to reported [[42Q-MES0139-C_OEE_Reporting|Problems]] and/or most commonly reported repairs ([[42Q-MES0139-C_OEE_Reporting|Top Repair Codes]]). All repair details are compiled into reports that are available on the factory’s shop floor via [[42Q-MES0107-CRA1_Operation_Dashboard|Operation Dashboard]]. Overall, OEE’s Repair Code feature is a valuable tool that helps management teams to determine the root cause of poor OEE scores.
+Following is an example of how a production team might use OEE Repair Codes to improve the quality of its factory’s products.
+== <span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_CodeScenario"><span class="mw-headline" id="Repair_Code_Example"><span class="mw-headline" id="Repair_Code_Example">Repair Code&nbsp;</span></span>Scenario</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+#Managers on the factory floor view their [[42Q-MES0107-CRA1_Operation_Dashboard|Operation Dashboard]] screens and notice that a certain asset’s OEE scores are critically below the defined target level (See [[#MESWeb.2FOEE_Dashboard_Target|Setting Targets for OEE Data]] discussion in this document).
+#Management informs the repair, production, & quality teams to check the equipment.
+#By digging deeper into the corresponding [[42Q-MES0139-C_OEE_Reporting|OEE Reports]], the engineering team concludes the problem is caused by poor quality asset (machine) parts.
+#A work order is created in CMMS and the repair team replaces the parts.
+#The machine resumes producing a good quality product.
+== <span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset"><span class="mw-headline" id="Configure_Repair_Code_per_Asset">Configure Repair Code per Asset</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+The Repair Code allows technicians to quickly record the outcome of their asset repair after the work order is completed. Managers can determine which assets are frequently down for repair&nbsp;by filtering according to “Repair” in the top menu bar of the CMMS Work Order screen.
+'''Repair codes''' are directly linked to '''Root Causes''', and '''Reasons''' (CMMS Problems). Therefore, '''''it is a good idea to create a relationship between them''''' before the configuration so that OEE report data provides valuable insights.
+Read more about how to establish a relationship between problems (reasons), repairs, and root causes in [[How_to_Connect_Problem_Cause_Code_in_OEE|How to Connect Problems (Reasons), Root Causes, & Repairs in OEE]].
+Standard Repair Codes are defined by '''asset''', according to the following flow: Configure '''Repair Code Category (OEE)''' > '''Configure Repair Code (OEE)''' > Set Repair Code per Work Order ('''CMMS Work Order''').
+To link the Repair Code to the Asset, follow these instructions: [[How_to_Create_a_Repair_Code_in_CMMS_Asset|How to Set a Standard Repair Code]]
+&nbsp;
+&nbsp;
+&nbsp;
+== <span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2"><span class="mw-headline" id="Repair_Code_Category_2">Repair&nbsp; Category</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+The '''Repair Code Category''' submodule allows users to organize Repair Codes into a categorical hierarchy. From the Repair Category page, users may '''Add''', '''Edit''' or '''Enable/Disable''' Repair categories. Administrators may add as many Repair Code Categories as needed to describe their business model; users may add or delete Repair Codes directly from the Repair Code Category submodule. (See: [[#Edit_A_Repair_Code_Category|Edit A Repair Code Category]]).
+To configure a Repair Code Category, navigate to '''Shop Floor Control''' > '''Configuration''' >&nbsp;'''&nbsp;CMMS - Asset'''&nbsp;> '''Repair Code Category'''.
+'''Figure 102: Repair Code Category Main Screen'''
+[[File:Figure 92- Repair Code Category Main Screen.png|border|700px|RTENOTITLE]]
+&nbsp;
+&nbsp;
+== <span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category"><span class="mw-headline" id=".E2.80.8BAdd_A_Repair_Code_Category">Add A Repair&nbsp;Category</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+To add a Repair&nbsp; Category to a pre-existing parent category:
+#Select a '''Repair&nbsp;Category''' icon from the list. A pop-up menu displays are adjacent to the category.
+#In the pop-up menu, select '''Add'''. The '''Add a New Repair&nbsp;Category''' pop-up window appears.
+#Enter a '''Repair&nbsp;Category Name''' in the respective field.
+#Enter a '''Repair&nbsp;Category Code''' in the respective field.
+#Enter a '''Description''' of the category in the box provided.
+#Select '''SAVE&nbsp;'''&nbsp;to finish, or '''Cancel''' to abort.
+'''Figure 103: Add a New Repair&nbsp;Category'''
+[[File:Figure 93- Add a New Repair Code Category1.png|border|RTENOTITLE]]
+&nbsp;
+&nbsp;
+== <span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category"><span class="mw-headline" id="Edit_A_Repair_Code_Category">Edit A Repair&nbsp;Category</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+&nbsp;
+All Repair&nbsp; Categories are available for edit. To '''edit''' a Repair&nbsp;Category:
+#Select a '''Repair &nbsp;Category''' icon from the list. A pop-up menu displays adjacent to the category.
+#In the pop-up menu, select '''Edit'''. The '''Edit Repair&nbsp;Category''' pop-up window appears.&nbsp;
+&nbsp;
+'''Figure 104: Edit a Repair&nbsp;Category'''
+'''[[File:Figure 94- Edit a Repair Category1.png|border|RTENOTITLE]]'''
+&nbsp;
+<ol start="3">
+<li>The users can edit any of the following information:</li>
+</ol>
+*'''Parent Repair&nbsp;Category''': Select a category from the drop-down menu.
+*'''Repair&nbsp;Category Name''': Enter a new category name in the text box.
+*'''Repair&nbsp;Category Code''': Change the code assigned to this Repair&nbsp;Category in the text field.
+*'''Description''': This field is optional.
+*'''Status''': (Default is&nbsp;'''Active''')
+<ol start="2">
+<li>Select '''Save''' to finish; select '''Close''' to abort.</li>
+</ol>
+&nbsp;
+== <span class="mw-headline" id="_Repair_Code_Category:_Repair_Code"><span class="mw-headline" id="_Repair_Code_Category:_Repair_Code"><span class="mw-headline" id="_Repair_Code_Category:_Repair_Code"><span class="mw-headline" id="_Repair_Code_Category:_Repair_Code"><span class="mw-headline" id="_Repair_Code_Category:_Repair_Code"><span class="mw-headline" id="_Repair_Code_Category:_Repair_Code"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab"><span class="mw-headline" id=".E2.80.8B.E2.80.8BEdit_A_Repair_Code_Category:_Repair_Code_Tab">&nbsp;Repair&nbsp;Category: Repair Code&nbsp;&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Within the Repair, users may '''view '''the&nbsp;Repair Codes&nbsp;to the selected category.
+&nbsp;
+= <span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code"><span class="mw-headline" id="Repair_Code">Repair Code[[File:Repair code icon1.png|Repair code icon.png]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
+Under the Repair Code submodule, users can '''search''', '''add''', '''bulk upload''',&nbsp;'''edit''', '''activate/deactivate''', and '''export''' repair code entries.
+Each Repair Code is assigned a Repair Code Code, for easy identification. Plants can assign naming conventions to suit their individual needs; Repair Code naming convention used for this test example consists of a four-digit numeral preceded by the letter P. &nbsp;
+&nbsp;
+'''Figure 105: Repair Code&nbsp; Main Screen'''
+'''[[File:Figure 96- Repair Code main Screen1.png|border|700px|RTENOTITLE]]'''
+<span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id="">&nbsp;</span></span></span></span></span></span></span>
+== <span class="mw-headline" id="Bulk_Upload_Repair_Code"><span class="mw-headline" id="Bulk_Upload_Repair_Code"><span class="mw-headline" id="Bulk_Upload_Repair_Code"><span class="mw-headline" id="Bulk_Upload_Repair_Code"><span class="mw-headline" id="Bulk_Upload_Repair_Code"><span class="mw-headline" id="Bulk_Upload_Repair_Code"><span class="mw-headline" id="Bulk_Upload_Repair_Code"><span class="mw-headline" id="Bulk_Upload_Repair_Code"><span class="mw-headline" id="Bulk_Upload_Repair_Code">Bulk Upload Repair Code</span></span></span></span></span></span></span></span></span> ==
+&nbsp; With the Bulk Upload repair code function, users can import(create/add) many repair codes at one time.
+&nbsp;This function involves downloading the template file, uploading the file and validating whether data is valid. Users can download the invalid records to check and correct them.
+#Select the '''BULK UPLOAD''' , the Bulk Upload window pop-up.
+#Select the '''here'''(blue link) to download the .csv template file and fill in your repair code records if you do not have the template file.
+#Drag and drop or select '''browse'''(blue link) to open your file.
+#Select '''VALIDATE RECORDS''', the '''UPLOAD''' button will show if the validation process passed.
+#Select '''Upload''' to save the records to the CMMS system.
+#Select '''Download invalid records''' to download and check the invalid records if some records are invalid.
+&nbsp;
+== <span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code"><span class="mw-headline" id=".E2.80.8BAdd_Repair_Code">Add Repair Code</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+To '''add '''a new Repair Code:
+#Select '''Add''' from the Repair Code submodule menu. The '''Add a New Repair Code''' pop-up window appears.
+#Complete the fields provided:
-|-
+*Select a '''Repair Code Category''' from the respective drop-down list.
-|10/21/2015
+*Enter a '''Repair Code Code''' in the respective field.
-|Dane Parker
+*Enter a '''Repair Code Name''' in the respective field.
-|Technical Writer
+*Enter a '''Description''' in the box provided.
-|V1.0
+*In the '''Active''' checkbox select whether the problem will be active.
-|Grammar Review
+*Select '''Save''' to finish or select '''Close''' to abort.
+'''Figure 106: Add Repair Code pop-up Window'''
+[[File:Figure 97- Add Repair Code pop-up Window1.png|border|RTENOTITLE]]
+== <span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code"><span class="mw-headline" id="Edit_Repair_Code">Edit Repair Code</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Any of the Repair Code entry fields can be edited. To '''edit''' a Repair Code:
+#Select a repair code from the list by activating the checkbox next to its name. The '''Edit''' function becomes available.
+#Select '''Edit'''. The '''Edit Repair Code''' pop-up window appears.
+#Edit the '''Repair Code Category''' by selecting a different item from the respective drop-down list.
+#Edit the '''Repair Code Code''' entry.
+#Edit the '''Repair Code Name''' entry.
+#Edit the '''Description'''.
+#Check or uncheck the '''Active''' box.
+#Select '''Save'''&nbsp;to finish, or '''Close''' to abort.
+&nbsp;
+== <span class="mw-headline" id=".E2.80.8BActivate.2FDeactivate_Repair_Code"><span class="mw-headline" id=".E2.80.8BActivate.2FDeactivate_Repair_Code"><span class="mw-headline" id=".E2.80.8BActivate.2FDeactivate_Repair_Code"><span class="mw-headline" id=".E2.80.8BActivate.2FDeactivate_Repair_Code"><span class="mw-headline" id=".E2.80.8BActivate.2FDeactivate_Repair_Code"><span class="mw-headline" id=".E2.80.8BActivate.2FDeactivate_Repair_Code"><span class="mw-headline" id=".E2.80.8BActivate.2FDeactivate_Repair_Code"><span class="mw-headline" id=".E2.80.8BActivate.2FDeactivate_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code"><span class="mw-headline" id=".E2.80.8BEnable.2FDisable_Repair_Code">Activate/Deactivate&nbsp;Repair Code</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Repair Code entries can be enabled or disabled by the user. To '''activate/deactivate'''&nbsp;a Repair Code:
+#Select a Repair code from the list by activating the checkbox next to its name. The '''Activate/Deactivate'''&nbsp;function becomes available.
+#Select '''Activate/Deactivate'''.&nbsp;
+&nbsp;
+== <span class="mw-headline" id=".E2.80.8BSet_Repair_code_for_Asset"><span class="mw-headline" id=".E2.80.8BSet_Repair_code_for_Asset"><span class="mw-headline" id=".E2.80.8BSet_Repair_code_for_Asset"><span class="mw-headline" id=".E2.80.8BSet_Repair_code_for_Asset"><span class="mw-headline" id=".E2.80.8BSet_Repair_code_for_Asset"><span class="mw-headline" id=".E2.80.8BSet_Repair_code_for_Asset"><span class="mw-headline" id=".E2.80.8BSet_Repair_code_for_Asset"><span class="mw-headline" id=".E2.80.8BSet_Repair_code_for_Asset"><span class="mw-headline" id=".E2.80.8BSet_Repair_code_for_Asset"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"><span class="mw-headline" id=".E2.80.8BExport_Repair_Code"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset"><span class="mw-headline" id="Set_Repair_code_for_Asset">Set Repair code for &nbsp;Asset</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+To set a repair code to an asset:
+#Navigate to '''Production''' > '''CMMS Work Order'''.
+#Select the '''Repair Type Work Order''' from the Work Order List.
+#Click '''Edit''' to open the Work Order.
+#Choose the '''Repair Code''' (configured in OEE) from the drop-down list.
+#'''<u>Requirements</u>''': &nbsp;Only Repair type Work Orders may be assigned a Repair Code. The Work Order must in assigned status.
+= <span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage"><span class="mw-headline" id="Spare_Parts_Usage">Spare Parts Usage[[File:Spare parts usage icon1.png|1]]</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
+<br/> Under the '''Spare parts usage''' submodule, users can '''search''','''bulk upload''' and '''export''' spare parts.&nbsp;
+<br/> '''Figure 107: Spare Parts Usage Main page'''
+[[File:Figure 104- Spare Parts Usage Main page.png|border|700px|1]]&nbsp; &nbsp; &nbsp;
+&nbsp;
+Given that technician want to bulk upload some load or unload spare parts for asset,
+When trying to prepare spare parts usage record, then the users will be able to download the template, with spare parts’s part number, serial number, load/unload time, load/unload user, asset id, work order id.
+Given that technician has prepared the spare parts usage via template,
+When selecting the csv file and clicking upload,
+Then the users&nbsp;can import the load/unload records to CMMS system, including part number, serial number, load/unload time, load/unload user, asset id, work order id. &nbsp;
+== <span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload"><span class="mw-headline" id="Bulk_Upload">Bulk Upload</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
+Users are able to bulk upload spare parts load/unload for assets, so that spare parts usage can be tracked by asset or work order.
+#Select the '''BULK UPLOAD'''.
+#The Bulk Upload page shows.
+&nbsp; '''Figure 108: Bulk Upload Spare Parts'''
-|-
+[[File:Figure 105- Bulk Upload Spare Parts.png|border|1]]
-|03/23/2016
-|Elaine Fonaro
-|Technical Writer
-|V1.0
-|Attention Notes were included for the following topics:<br>
-* The number of assets is not displayed on the list anymore
-* Deactivated Problem Type is available in the tool
-* Deactivated Problem Category is available in the tool
-* Inactive problems are still available for use
-* Inactive machine types are still available for use
-* Inactive Checklists are still available for use
-* Inactive Locations are still available for use
-* Inactive Production Lines are still available for use
-|-
+&nbsp;
-|04/20/2016
+<ol start="3">
-|Elaine Fonaro
+<li>Select the highlink&nbsp;'''here''' to download the .csv template.</li>
-|Technical Writer
+<li>Select the highlink '''browser''' to choose and import the file with spare parts’s part number, serial number, load/unload time, load/unload user, asset id, work order id.</li>
-|V1.0
+<li>Select '''VALIDATE''' '''DATA''' to verify the data, if there is invalid data, users can download the file to view the error message. Otherwise, import the valid data to the system.</li>
-|Added Attention Notes about the rule for Inactivate functionality.
+</ol>
-|}
+----
-[[category:uncategorized]]
+&nbsp;
+  [[Category:Pages with broken file links]]

Difference between revisions of "SOP-MES0074 CMMS Asset"

Latest revision as of 06:23, 16 October 2024

Contents

Introduction

Asset

Search/Filter Assets

More View Features

Export Assets

Add Assets

Bulk Upload Assets

Edit Assets

Edit Asset: General

Edit Asset: Calibration

Calibration Fields

Edit Asset: Maintenance

Edit Asset: Group

​ Group : Assign a Group

Group : Import from an Inherited Group

Group : Delete/Default

Edit Asset: Attachment

View Asset:

PM Calendar List Tab

History Status Tab

Checklist

Boc

History Tracking Tab

History Tracking Data Fields

Copy Assets

Print Assets

Edit Asset: Spare Parts

Production Line

Add a Production Line

Edit a Production Line

Production Line: Assets

Assets: Add Assets

Assets: Delete Assets

Assets: Key Assets

Production Line: Group

Group: Add A Group

Group : Import from Inherited Group

Group: Delete Group/Default Group Status

Activate/Deactivate a Production Line

Location

Add a Location

Edit a Location

Edit Location: Asset

Asset : Add an Asset

Asset : Delete an Asset

Edit Location: Group

Group: Add a Group

Group: Import from an Inherited Group

Edit Location: Production Line

Asset Type

Search for Asset Type

Add Asset Type

Bulk Upload Asset Type

Edit Asset Type

Edit Asset Type

Edit AssetType: Attachment

Attachment : Upload an Attachment

Attachment : Edit an Attachment

Attachment : Copy an Attachment

Edit Asset Type: Maintenance

Edit Asset Type: Boc

Boc Tab: Add a Boc

Boc : Edit a Boc

Boc Tab: Delete a Boc

Edit Asset Type: Checklist

Checklist : Download Checklist information

Problem : Delete a Problem/Event

Problem : Copy a Problem

Import Asset Type

Export Asset Type

Checklist

Search/Filter Checklist

Add Checklist

Special Repeat Type Checklist

Edit Checklist

Edit Checklist: Checklist Revision

Checklist Revision : Add a Revision

Group : Assign a Group

Add A Repair Category

Add Repair Code

Activate/Deactivate Repair Code

Set Repair code for Asset