When creating a Snapshot view, consider what PM procedures should be combined together in a single view. Combine only a few PM procedures, or combine several of them together to create a complete overview of a department, equipment line, or physical location. Keep in mind the more PMs that are combined together, the longer it will take the Snapshot to load and the more likely that Snapshot Groups will be required to simplify the snapshot viewing process. Once the number of PMs and Groups are determined, use the options below to finalize the desired Snapshot.
View These PM Titles:
ID - Press Enter key to generate the next available generic Snapshot number. A Lookup is available to select existing Snapshot Views.
Description - Enter a brief description of what this Snapshot is for.
Equipment Rating equal or above - This option helps to eliminate non-critical equipment/locations/cost centers/routes from the view using the item s rating setting. Consider creating multiple snapshots of various ranges to get an overall view of how critical versus non-critical PM work impacts on-time compliance and the condition of corporate assets.
Same Month Completion - Some organizations require that all PM tasks be completed within the same month they are generated. Check this option to change the on-time compliance view from completed before the date required (default) to completed within the same month of generation.
Display Equipment #, Desc, Location - Checking one of these options will determine if the snapshot displays the equipment/location/cost center/route identifier, it's description, or the location of the equipment within the Snapshot view.
Group - Groups set the order of how the Snapshot view will display the results.
Each Group has it's own tab (defined by the Snapshot Group Data Entry window). Within each Group tab, a set of tabs will appear indicating each PM procedure.
Use the Add/Edit button to create a new Group #, or to edit an existing Group.
Group Description - The description of the Group, defined in Snapshot Groups.
PM # - Enter the PM Procedure # that will be used. A Lookup is available.
Title - The PM Procedure Title.
Tab Label - Define what should appear on the PM tab within the Group.
On-time Completion - Select this option to show whether PM work orders were completed on-time or were completed late. Open PM work orders and Past Due PM work orders will also be displayed.
Meter/Gauge Readings - Select this option to view equipment meter or gauge readings. When selected, another choice will appear to determine which meter or gauge the snapshot should view. In most cases, this will either be Meter 1 or Gauge 1.
If a gauge option is selected, then enter the lower and upper bounds of the gauge readings. Snapshot will display a green bar for PM work orders having readings within these boundaries, and a red bar for PM work orders having readings outside these boundaries. Open and Past Due work orders are also displayed.
Condition - This option provides a way to monitor equipment conditions as PM work orders are completed using the work order Fail Code. When selected, a table appears to enter codes for one of five conditions: Excellent, Good, Fair, Poor and Critical. Multiple codes can be setup for each condition, providing a method of tracking various conditions. Fail Codes can be entered at any time on the work order completion window.
Excellent Good Fair Poor Critical
EXCL GOOD DIRTY VIBE NOISE
COOL WARM HOT MELT
VOLT LEAK FRAY
Select one or more Snapshots to view simultaneously. The system will combine groups together and display the results in a grid, separating output for each PM within each Group. If a Group exists in multiple selected Snapshots, the system will join them together but retain separate tabs for each PM within that group. If necessary, navigation arrows will appear next to the tabs if more tabs are available for viewing,
If using Zones, the system will display a list of accessible zones. If the user has access to only one zone, this prompt is skipped and the user does not have the option of adding or removing zones from the view. Otherwise, users with access to multiple zones can choose which zones they wish to view in any combination. Once the view is displayed, the user can add or remove their zones from the Snapshot.
Finally, the system prompts for the desired due date range. This can reduce the amount of data the system will load, however, the longer the date range, the more data that must be loaded. The date can be reset if the user refreshes the display with the Refresh button.
Once the Snapshot view is loaded, navigate through each view by selecting the desired Group tabs or the Desired PM tabs within each Group.
Refresh - Use this option to refresh the display, changing the required date range if desired.
Reports - Choose from a list of reports available for that Snapshot view type: Compliance, Conditional, Meter/Gauges.
Graphs - Choose from a list of graphs available for that Snapshot view type.
Excel - Choose from a list of excel spreadsheets available for that Snapshot view type.