Setting Up Assets and PM Schedules (MCUI)

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PPP04|Setting Up Assets and PM Schedules

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Agenda
PM Assets Tab
Fields and Columns
Adding Assets to PM Schedules

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

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Assets Tab Overview
Lists Assets / Locations for PM schedule
Assets will be used to generate Work Orders
Each Asset has its own Next Scheduled date
and Next Procedure

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Repair Center Filter
Filters displayed Assets by Repair Center
Repair Center specified on PM Asset record

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Use Asset Defaults
Control designates fields from Asset module
that should be used during 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:
• PM Asset is independent from Asset record
• Generation uses PM Asset attributes
• Generated Work Order can have different
attribute than Asset module
• No hunting up the Asset tree

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Use Asset Defaults (cont’d)
If Indicator is checked:
• Generation uses Asset attributes
• Generated Work Order will have same attribute
as Asset module
• Will hunt up the tree to find a value

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Header Action Bar
Add… Asset to schedule:
• Locate Asset using Asset Lookup
• Use Asset / Location Popup for organizational
attributes

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Header Action Bar (cont’d)
Update… button:
• Update same information on multiple Assets
• Fields that are left blank are not 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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Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• PPP04 – RC Filter, Asset Defaults, and
Header Action Bar

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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
Shows the location of the Asset
Lists all Location Type Parent Assets

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Route Order
Determines the order of the Asset for:
• Work Order generation
• Print order when printing

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Next Scheduled
Displays the Next Scheduled Date or Next
Scheduled Meter interval
• Date 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 for individual Asset is
enabled or disabled

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Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• PPP04 – Remove Asset from Schedule,
Understanding PM Asset Column Data

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Adding Assets to PM Schedules
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
Linked Assets added to Procedures tab are
also associated to the PM Schedule

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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:

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Interactive Example 3
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• PPP04 – Adding an Asset to a PM Schedule

33. Thank You for
Watching!