Equipment Data Entry

Access via the Plant Icon : Equipment Data Entry.

The system s main purpose is to control the maintenance of Equipment and Locations.  The tools that are necessary to control both repair and preventive maintenance are provided.  Moving from a "fix it when it breaks" posture towards a preventive maintenance posture will provide major cost and reliability benefits.

Use the Data Input Instructions to enter the Equipment ID and Description.  Note - the Equipment Lookup allows you to lookup Equipment by Equipment ID, Equipment Type and Description.

Duplicate - Located above the Equipment Lookup, the Duplicate Button will create a new piece of Equipment with the same  equipment data (less the Equipment ID), PM Procedures, Safety Procedures and Bill of Materials.  No history data will be copied.  This is useful during the original data entry process.

The Equipment screen uses seven pages.

Miscellaneous Information Group Box

Location - Enter the location of the Equipment.  A lookup is provided.  The Location on this screen is purely informational.  Costs charged to the Equipment will not be charged to the Location.

Type - Enter the Equipment Type, e.g. HVAC, AUTOMOBILE, PRESS etc..  The Equipment Type is essential so that proper Nameplate data can be maintained.  Nameplates contain Manufacturer data pertaining to a piece of Equipment.  For example, HVAC Equipment might have Voltage, Amperage and Serial Number Nameplates whereas an Automobile might have Manufacturer, Model Number and VIN Number Nameplates.

Up to six Nameplate Titles for each Equipment Type can be entered on the Equipment Type screen.  The Nameplate Titles for the Equipment Type will be displayed on the Equipment screen's Nameplate page and data can be entered for each NameplateTitle.

Impact - Enter a number between 1 and 10.  A lookup is provided.  The Importance of a Work Order is calculated by multiplying the Impact by a multiplier associated with the Work Order Priority.  Importance is used to help plan the dispatching of Work Orders.

Status - Status is Up, Down or Spare.  This data is purely informational.  A lookup is provided.

Comments - Click on the Zoom Button to maintain comments concerning the Equipment.

Downtime Group Box

Hours - Enter the Downtime Hours to be posted.  Do NOT enter the total hours.  The hours posted will be added to the accumulated hours below the entry box.  You can enter negative hours to reset the Downtime Hours or to adjust them.  You can also enter hours from the Work Order Close screen.

Minutes - Enter the Downtime Minutes to be posted.  Do NOT enter the total minutes.  The minutes posted will be added to the accumulated minutes below the entry box.  You can enter negative minutes to reset the Downtime Mminutes or to adjust them.  You can also enter minutes from the Work Order Close screen.

Costing Information Group Box

Cost Center - Enter the Cost Center to which maintenance costs should be charged.  A lookup is provided.

Department - Enter the Cost Center to which maintenance costs should be charged.  A lookup is provided.

Life/Yrs - Enter the estimated Equipment life in years.

Original Cost - Enter the original cost of the Equipment.

Date Purchased - Enter the date purchased.  A lookup is provided.

Current Value - Enter the Current Value.

As Of Date - Enter the date on which the current value was calculated.

PM Procedure Group Box

PM Procedures must be attached to a piece of Equipment before PM Work Orders can be generated using the Equipment and PM Procedure combination.  PM Procedures were originally entered on the PM Procedures screen.  This is a list of the PM Procedures attached to the piece of Equipment.

Add - Enter the PM Procedure you wish to add to the list.  A lookup is provided.

Delete - Double-click on the PM Procedure to remove it from the list.

Safety Procedure Group Box

Safety Procedures that are attached to a piece of Equipment can optionally be printed with any Work Orders written against the piece of Equipment.  Safety Procedures were originally entered on the Safety Procedures screen.  The option is set on the System Initialization screen's Maintenance page.

Add - Enter the Safety Procedure you wish to add to the list.  A lookup is provided.

Delete - Double-click on the Safety Procedure to remove it from the list.

Manufacturer Information Group Box

Manuf. ID - Enter the Manufacturer ID.  A lookup is provided.

Vendor. ID - Enter the Vendor ID.  A lookup is provided.

Model Number - Enter the Manufacturer's Model Number.

Serial Number - Enter the Equipment's Serial Number.

Warranty Starts - Enter the date the Warranty starts.  A lookup is provided.

Extends Through - Enter the final date for which the Warranty is valid.  A lookup is provided.  You will receive a warning message if a Work Order is written against a piece of Equipment that is in Warranty.

Warranty Covers - You must click on the Zoom Button to enter comments in the Warranty Covers field.

Service Contracts Group Box

This display-only grid contains a list of all Service Contracts written against the piece of Equipment.  Service Contracts are maintained using the Service Contracts screen.

You can not enter Nameplate data unless the Equipment Type has been specified on the Equipment screen's main page and unless Nameplate Titles have been entered for the specified Equipment Type using the Equipment Types screen.

Nameplate Data Group Box

Enter data for all Nameplate Titles.

This display-only page shows the number of Work Orders in various categories and a list of Work Orders that have been written against this piece of Equipment.  Double-click on the Work Order History record to see a cost breakout.  Use the Print History Button to print the Equipment History.

Click on the Labor Detail button to see the detailed labor charges to this piece of Equipment.  (Only If Timecards are used)

The maintenance costs accrued against a piece of equipment will be charged to it and to the Cost Center and Department to which it is attached.  If the Cost Center and Department are mapped to a Ledger Account, costs will also be charged to the Ledger Account.

Costs are categorized by Labor, Inventory, Purchases and Services and are kept for the Current Period, the Year To Date and the Lifetime of the Cost Center.

Fiscal Closing Procedures must be used to insure that costs are charged to the correct Fiscal Period.

This page provides for the creation and maintenance of a Bill of Materials containing those Inventory Items that are used to maintain the Equipment.