This session takes a look at how the assets tab functions and the fields and columns that can be selected when adding assets to a schedule.

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PPP04|Setting Up Assets and PM Schedules

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Agenda
PM Assets Tab Defined
Fields and Columns
Adding Assets to Schedule

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PM Assets Tab Defined
PM Assets Tab Overview
Repair Center Filter
Use Asset Defaults
Header Action Bar

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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

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Repair Center Filter
Filters Assets displayed to specific Repair
Centers
Repair Center specified on PM Asset record

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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:

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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

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Use Asset Defaults (cont’d)
If Indicator is checked:
• Attributes of Asset at time of Work Order
generation

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Header Action Bar
Add… Asset to schedule:
• Asset Lookup is used
• Asset / Location Popup for entering
organizational attribute fields

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Header Action Bar (cont’d)
Update… button:
• Update same information on multiple Assets
• Fields left blank will not be affected

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Header Action Bar (cont’d)
Remove… Assets from schedule:
• Select single or multiple Assets and remove from
PM schedule

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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

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Fields and Columns
Selection Box
Name
Parent Location
Route Order
Next Scheduled
Next Procedure
Enabled?

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Selection Box
Select one or more Assets from list to update
or remove
Provides revert control capability

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Name
Name and ID of designated Asset displayed
Work Order generation information
Asset In-Service and PM Schedule Disabled
notification

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Parent Location
Name and ID of designated Asset displayed
Work Order generation information
Asset In-Service and PM Schedule Disabled
notification

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Route Order
Determines the order of Work Order
generation
• Also determines order displayed in list
• Useful for print order

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Next Scheduled
Displays the next scheduled date or next
scheduled meter interval
• Date can change if based on Work Order
completion

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Next Procedure
Displays next scheduled procedure to be
performed for Asset
• Helpful with multiple scheduled procedures

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Enabled?
Indicates if schedule is enabled for individual
Asset

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Adding Assets to Schedule
Adding Assets Overview
Asset / Location Module Lookup
Asset / Location Popup

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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

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Asset / Location Module Lookup
Add… button opens Asset / Location Module
Lookup
Use controls to find Asset(s) to be added

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Asset / Location Module Lookup (cont’d)
Example of adding Assets to PM:

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Asset / Location Popup
Displays information to determine next
scheduled maintenance:
• Route Order
• Last Generated and Last Completed

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Asset / Location Popup (cont’d)
• Meter Intervals
• Occurrence Counter and Next Scheduled Interval
Counter

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Asset / Location Popup (cont’d)
Example of Last Generated and Last
Completed date:

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Asset / Location Popup (cont’d)
Displays organizational attributes:
• Repair Center, stock room, and tool room
• Shift

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Asset / Location Popup (cont’d)
• Supervisor
• Shop, department, account, etc.
• Enabled?

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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!

32. Thank You for
Watching!