Authorization |
The Authorization tab enables you to display and define authorizations that relate to components.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, part ID/suffix, PM program class, SLA equipment category, assigned repair location ID, and operator ID/name, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.
Note: Filtering data based on fuel/fluid type uses the information in the Supported fuel/fluid types screen group on the Codes tab.
The Primary Information screen supports department-level and location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The field in the top section of this tab defines the data that displays.
Equipment ID
Identifier of the component currently selected in the grid or that you are defining. This field has a list box. The component year, manufacturer, and model displays to the right of the ID.
When you insert a component with an asset category that supports automatic numbering and this field is blank, the system generates an equipment ID that follows the format specified in the Custom ID structure field on the Data -> Equipment Units -> Setup -> Asset Categories screen. If the asset category does not support automatic numbering, the equipment ID is based on either part/location settings or system settings. If you specify an ID and the component’s asset category supports automatic numbering, the ID is not overwritten.
Whether an asset category supports automatic numbering is specified on the Data -> Equipment Units -> Setup -> Asset Categories screen.
Data in the fields in the bottom section of this tab define the authorizations. Unless otherwise indicated, these fields are required.
Work orders
If this field has a check, you can open work orders and schedule PM or inspection services for the component.
Tip: If there is a check in the Default authorization checkboxes when equipment changes from or to active status field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen, a check automatically displays in this field whenever a component's life-cycle status changes to ACTIVE. If the life-cycle status changes to a value other than ACTIVE, this field clears.
Usage tickets
This checkbox specifies whether usage tickets are processed for the component.
If this field has a check, you can process usage tickets for this component. The unit must have a life-cycle status code (specified on the Status tab) that has a check in the Status denotes that unit is active field on the Data -> Equipment Units -> Setup -> Life-Cycle Status Codes screen. Required to assign a component to a motor pool.
If the checkbox is blank, there must be check in the Process usage transactions for unauthorized equipment units field on the Data -> Equipment Activity -> Usage -> Setup -> Options screen in order to process usage tickets for this component. In this case, the tickets are identified by Y in the equip_not_authorized column in the Usage Tickets (USG_MAIN) table.
Tip: If there is a check in the Default authorization checkboxes when equipment changes from or to active status field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen, a check automatically displays in this field whenever a component's life-cycle status changes to ACTIVE. If the life-cycle status changes to a value other than ACTIVE, this field clears.
Do not clear the checkbox unless you are certain that you have run the end-of-period equipment usage for month processing after posting all usage ticket charges for the component. That processing excludes components that are not currently authorized for usage tickets.
Fuel tickets
This checkbox specifies whether the system processes fuel tickets for the component.
If this field has a check, you can process fuel tickets for this component. The unit must have a life-cycle status code (specified on the Status tab) that has a check in the Status denotes that unit is active field on the Data -> Equipment Units -> Setup -> Life-Cycle Status Codes screen.
If the checkbox is blank, there must be a check in the Process fuel transactions for unauthorized equipment units field on the Data -> Equipment Activity -> Fueling -> Setup -> Options screen in order to process fuel tickets for this component. In this case, the tickets are identified by Y in the equip_not_authorized column in the Fuel Tickets (FTK_MAIN) table.
Tip: If there is a check in the Default authorization checkboxes when equipment changes from or to active status field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen, a check automatically displays in this field whenever a component's life-cycle status changes to ACTIVE. If the life-cycle status changes to a value other than ACTIVE, this field clears.
Fuel card ID
Identifier of the fuel card associated with the component. The maximum field length is nine digits. If components are identified by fuel card IDs, this field is required. Otherwise, it is optional. If the unit does not have a fuel card, this field should be zero; the system does not post fuel ticket charges to units with a fuel card number of zero.
Each fuel card ID other than zero must be assigned to only one component.
To use fuel card IDs, the Processing Rules - Fuel tab on the Data -> Equipment Activity -> Fueling -> Setup -> Automated Fuel Systems screen must specify that components are identified by fuel card ID on fuel tickets rather than by equipment ID.
Tip: If your organization uses an automated fuel dispensing system that cannot process equipment IDs because they are the wrong length or contain other than numeric digits, you can define a separate fuel card ID for each unit and use it to identify the unit to the fuel system.
Fuel card PIN
Personal identification number associated with the fuel card. The maximum field length is 12 characters. This field is optional.
Test equipment
If this field has a check, the component is used to perform tests on other components.
Work order approval level
Minimum dollar amount on work orders that require approval before the repair work can begin on this component. This field is optional.
If the estimated cost of work on a repair order is equal to or greater than this amount, a message displays on the Messages tab on the Data -> Shop Activity -> Work Order Center screen, indicating that approval from the department responsible for the unit must be recorded on the work order before you can enter labor, parts, or commercial charges against the work order.
Device ID
This field is intended for generic use as needed and additionally supports integration with third-party solutions. It is a free-form field and allows mixed case data.
Exclude from cost reports
If this field has a check, this component is not included when an equipment cost report is generated.
Exclude from exception reports
If this field has a check, this component is not included when an equipment exception report is generated.
Exclude from inventory lists
If this field has a check, this component ID is excluded from Equipment ID list boxes on the following screens:
Data -> Equipment Activity -> Service Requests/Defects
Data -> Equipment Activity -> Fueling -> Internal Fuel Tickets
Data -> Equipment Activity -> Fueling -> External Fuel Tickets
Data -> Equipment Activity -> Usage -> Usage Tickets
Data -> Equipment Activity -> Usage -> Meter Readings - Assignments - Usage
Data -> Equipment Activity -> Usage -> Multi-state Usage
Data -> Equipment Activity -> Testing -> Test Results
Data -> Equipment Activity -> Special Fees -> Special Fees
Data -> Equipment Management -> Work Order Summary
Data -> Shop Activity -> Work Order Center
Data -> Shop Activity -> Work Order - Short Form
Data -> Call Center -> Call Center
Data -> Parts Activity -> Direct Issues
Data -> Data Capture -> Hand-held Devices
Tip: If there is a check in the Default authorization checkboxes when equipment changes from or to active status field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen, this field clears automatically whenever an component's life-cycle status changes to ACTIVE. If the status changes to a value other than ACTIVE, a check displays in this field.
Exclude from replacement analysis modeling
If this field has a check, this equipment unit is not included when usage costs are calculated for replacement analysis.
Track meter 1 of parent equipment unit
If this field has a check and the Data -> Equipment Units -> Component Relationships screen defines the component as a component of an equipment unit (parent equipment unit), whenever the meter 1 reading for the equipment unit is updated, the Meter information/Meter 1/Life total and the Life total – parent meter 1 fields for the component on the Meter Info tab are also updated.
Update meter _____ of component with updates to meter 1 of top-level parent
Specifies which meter reading, if any, on the component should be updated whenever the meter reading on the top-level parent equipment unit is updated.
As long as this component is attached to a parent equipment unit, whenever the meter for the current top-level parent is updated, the specified meter (or meters) for the attached component is changed by the same amount. The top-level parent meter 1 must have the same meter type as the specified component for the update to occur.
Tip: If you decide to set up this option, you may want to set the component's meter reading to its current known life meter to ensure that you have an accurate starting point.