PPP04 - Setting Up Assets and PM Schedules (MCU)
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The document outlines the functionalities of the PM Assets tab within MC University's asset management system, detailing how to add, update, and remove assets from PM schedules. It describes features such as filtering by repair center, utilizing asset defaults for work order generation, and the various fields and attributes associated with assets. Additionally, it provides guidance on the organizational attributes of assets and demonstrates the process of managing these assets effectively.
PPP04 - Setting Up Assets and PM Schedules (MCU)
- 1. MC University PPP04|Setting Up Assets and PM Schedules
- 2. MC University Agenda PM Assets Tab Defined Fields and Columns Adding Assets to Schedule
- 3. MC University PM Assets Tab Defined PM Assets Tab Overview Repair Center Filter Use Asset Defaults Header Action Bar
- 4. MC University PM Assets Tab Overview Provides a list of Assets / Locations associated with the selected PM schedule Assets added will be used for generation of Work Orders
- 5. MC University Repair Center Filter Filters Assets displayed to specific Repair Centers Repair Center specified on PM Asset record
- 6. MC University Use Asset Defaults Control designates fields of Asset record that should be referenced for generation If selected, the following options will appear to choose from:
- 7. MC University Use Asset Defaults (cont’d) If Indicator is not checked: • Asset attributes from PM Asset record regardless of current value on Asset • Value stored with Asset at time of record creation
- 8. MC University Use Asset Defaults (cont’d) If Indicator is checked: • Attributes of Asset at time of Work Order generation
- 9. MC University Header Action Bar Add… Asset to schedule: • Asset Lookup is used • Asset / Location Popup for entering organizational attribute fields
- 10. MC University Header Action Bar (cont’d) Update… button: • Update same information on multiple Assets • Fields left blank will not be affected
- 11. MC University Header Action Bar (cont’d) Remove… Assets from schedule: • Select single or multiple Assets and remove from PM schedule
- 12. MC University Exploring the PM Assets Tab: Example In this example the PM Assets Tab will be explored by: • Filtering Assets by Repair Center • Removing Assets from the schedule
- 13. MC University Fields and Columns Selection Box Name Parent Location Route Order Next Scheduled Next Procedure Enabled?
- 14. MC University Selection Box Select one or more Assets from list to update or remove Provides revert control capability
- 15. MC University Name Name and ID of designated Asset displayed Work Order generation information Asset In-Service and PM Schedule Disabled notification
- 16. MC University Parent Location Name and ID of designated Asset displayed Work Order generation information Asset In-Service and PM Schedule Disabled notification
- 17. MC University Route Order Determines the order of Work Order generation • Also determines order displayed in list • Useful for print order
- 18. MC University Next Scheduled Displays the next scheduled date or next scheduled meter interval • Date can change if based on Work Order completion
- 19. MC University Next Procedure Displays next scheduled procedure to be performed for Asset • Helpful with multiple scheduled procedures
- 20. MC University Enabled? Indicates if schedule is enabled for individual Asset
- 21. MC University Adding Assets to Schedule Adding Assets Overview Asset / Location Module Lookup Asset / Location Popup
- 22. MC University Adding Assets Overview Enabled Assets added to Assets tab will have Work Orders generated Procedures also can determine which Assets will be associated with PM
- 23. MC University Asset / Location Module Lookup Add… button opens Asset / Location Module Lookup Use controls to find Asset(s) to be added
- 24. MC University Asset / Location Module Lookup (cont’d) Example of adding Assets to PM:
- 25. MC University Asset / Location Popup Displays information to determine next scheduled maintenance: • Route Order • Last Generated and Last Completed
- 26. MC University Asset / Location Popup (cont’d) • Meter Intervals • Occurrence Counter and Next Scheduled Interval Counter
- 27. MC University Asset / Location Popup (cont’d) Example of Last Generated and Last Completed date:
- 28. MC University Asset / Location Popup (cont’d) Displays organizational attributes: • Repair Center, stock room, and tool room • Shift
- 29. MC University Asset / Location Popup (cont’d) • Supervisor • Shop, department, account, etc. • Enabled?
- 30. MC University Asset / Location Popup (cont’d) Example of field values retrieved from Asset:
- 31. MC University Exploring the PM Assets Tab: Example In this example, multiple Assets will be added to a PM schedule!