Classes |
The Classes tab enables you to display and assign components to classes for various purposes.
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 display 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.
The data in the fields in the bottom section of this tab define the classes for the component. Unless otherwise indicated, these fields are required.
Equipment class for:
The equipment class for each of the following categories.
These fields have zoom buttons 
to the Data -> Equipment Units ->
Setup -> Equipment Class -> Primary Information
screen, which defines equipment class IDs, and list boxes
of equipment class IDs that have a check in their corresponding fields
on the Functions tab of that screen.
The class name displays to the right of the ID.
Maintenance
Equipment class to which the unit is assigned for the purpose of cost tracking and analysis. The comeback range for classes is defined in the Comeback range (days) field on the Meter Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.
PM program
Equipment class to which the unit is assigned in order to specify which preventive maintenance (PM) program applies to the unit. The PM program for the class is defined on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.
Standards
Equipment class to which the unit is assigned in order to identify the cost and labor standards applicable to the unit.
Rental rates
Equipment class to which the unit is assigned in order to identify the rental rates applicable to the unit. Meter rates and the maximum usage gap for a class are defined on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.
Resources
Equipment class for which the unit is assigned in order to specify the shop resources (labor, bays, parts, and tools) required to perform each PM service and repair task and the standard jobs allowed to be performed on the unit. This class controls resource requirements for shop scheduling of work for units in the class.
When the Tasks tab of the Data -> Shop Activity -> Work Order Center screen specifies tasks for a component assigned to this class, you can use the Parts Required tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen to specify that a parts list be printed on the work order.
SLA equipment category
Identifier of the equipment category to which this component belongs for service level agreements (SLAs). This field has a list box. The category description displays to the right of the ID. This field is optional.
Note: The category entered in this field displays on the Equipment Lists tab of the Data -> Equipment Management -> Service Level Agreements -> Equipment Status screen.
Asset category ID
Identifier of the asset category. This field has a list box. The category description displays to the right of the ID.
Note: Component records created from serialized parts carry over the asset category from the template.
Asset categories are defined on the Data -> Equipment Units -> Setup -> Asset Categories screen. This field is optional.
System grouping ID
The system to which the asset belongs. For example, a facility (building) asset would have a mechanical system that includes HVAC and furnace components, and an "Exterior" system that includes painting, outside walls, and windows. This field has a list box. The system group description displays to the right of the ID.
The Asset Viewer in the Shop Activity Portals in FA Web Modules displays the component tree grouped by child asset system group.
System grouping IDs are defined on the Data -> Equipment Units -> Setup -> System Groupings screen.
Emergency class ID
Assign an emergency class ID to equipment. This class lets equipment still receive fuel in an emergency if the ICU is configured for such events. This should be a numeric entry for ease of use with the ICU.