to the Data
-> Setup -> Organization Structure -> Locations ->
Primary Information
screen, on which you can define location IDs.Locations |
The Locations tab enables you to display and assign location IDs to the location types that the component is associated with, such as preventive maintenance (PM), repair, mobile, station, and storage.
Tip: The More Info tab on the Data -> Equipment Units -> Setup -> Options screen includes options to synchronize assigned location, department, or location and department changes from the parent to all attached 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 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 assign the location IDs to the location types with which the component is associated. Unless otherwise indicated, these fields are required.
Assigned PM location ID
Identifier of the shop location where the component
is assigned in order to schedule PM work on the unit. This field has a
list box. The location
name displays to the right of the ID. This field has a Zoom
button to the Data
-> Setup -> Organization Structure -> Locations ->
Primary Information
screen, on which you can define location IDs.
The location must be authorized for PM work, and the work may be performed at any authorized shop. If you process an update to this ID, all appropriate work orders with a job status of PENDING on the Data -> Shop Activity -> Work Order Center screen are transferred from the old assigned PM location ID to the new assigned PM location ID.
Preferred PM shift
Numeric code for the shift on which to schedule PM for this equipment unit. This field has a list box. You can use this field to stagger PM work throughout the day. Required if there is a check in the Require preferred PM shift for equipment units field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen. Otherwise, optional.
Work assignment profile ID
Identifier of the work assignment profile. This field has a list box. Optional.
Work assignment profiles are defined on the Data -> Equipment Units -> Setup -> Work Assignment Profiles screen.
Assigned repair location ID
Identifier of the shop location to which the unit
is assigned in order to schedule repair work on the component. This field
has a list box. The
location name displays to the right of the ID. This field has a zoom button
to the Data -> Setup -> Organization
Structure -> Locations -> Primary
Information screen, on which you can define location IDs.
The location must be authorized for repair work (refer to the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen). Repair work may be performed at any shop authorized to perform it. If you process an update to this ID, all appropriate work orders with a job status of PENDING on the Data -> Shop Activity -> Work Order Center screen are transferred from the old assigned repair location ID to the new assigned repair location ID.
Assigned mobile location ID
Identifier of the mobile location to which the unit
is assigned in order to schedule repair work on the component. This field
has a list box. The location
name displays to the right of the ID. This field has a zoom button
to the Data -> Setup -> Organization
Structure -> Locations -> Primary
Information screen, on which you can define location IDs.
Station location ID
Identifier of the location where the component is
stationed. This field has a list
box. The location name displays to the right of the ID. This field
has a zoom button to the Data
-> Setup -> Organization Structure -> Locations ->
Primary
Information screen, on which you can define location IDs. This
field is optional.
The Require station location for equipment units and the Require station location to match first _____ characters of a department ID fields on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen specify whether information in this field is required and whether the first __ number of characters in this field must match the same first number of characters of the department ID to which the component is assigned.
For example, you can use the station location to identify where a component is housed or assigned or to designate the administrative office that supports it. The station location can be different from the other assigned locations, even if they are all physically located together, because many organizations will define several location IDs for a single physical facility.
Note: The Functions tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen specifies whether a location ID is a valid station location.
Stored location ID
Identifier of the location at which the component
is normally stored. The location name displays to the right of the ID.
This field has a Zoom button
to the Data -> Setup -> Organization
Structure -> Locations -> Primary
Information screen, on which you can define location IDs. This
field is optional.
Current location ID
Identifier of the component's most recent location.
This field has a list box.
The location name displays to the right of the ID. This field is set to
spaces (---) whenever a unit has an equipment status of IN SERVICE. This
field has a Zoom button to the Data
-> Setup -> Organization Structure -> Locations ->
Primary Information
screen, on which you can define location IDs. This field is optional.
Availability location ID
If your SLAs are defined by location, identifier of
the location at which the components belong to the SLA. To use this field,
you must initiate the data for each component that needs to belong to
a location-based SLA. This field has a list box. The
location name displays to the right of the ID. This field has a Zoom button
to the Data -> Setup -> Organization
Structure -> Locations -> Primary
Information screen, on which you can define location IDs. This
field is optional.
SLAs are defined on the Basic Info tab of the Data -> Equipment Management -> Service Level Agreements -> Primary Information screen.
Stock location ID
Identifier of the location of component stock. This
field has a list box. The
location name displays to the right of the ID. This field has a Zoom button
to the Data -> Setup -> Organization
Structure -> Locations -> Primary
Information screen, on which you can define location IDs. This
field is optional.
Last fuel location ID
Identifier of the fuel tank location from which the component received its last internal fuel. Display only from the Data -> Equipment Activity -> Fueling -> Internal Fuel Tickets screen.
Last fuel date
Date (in MM/DD/YYYY format) of the last fueling. Display only from the Data -> Equipment Activity -> Fueling -> External Fuel Tickets screen or the Data -> Equipment Activity -> Fueling -> Internal Fuel Tickets screen.
Access rights location ID
Identifier of the location associated with the equipment
unit for data security purposes. This field has a list
box and a zoom button to the
Basic
Info tab of the Data ->
Setup -> Organization Structure -> Locations -> Primary Information
screen, on which you can define location IDs. This field is optional.
Tip: If location-level access control is in effect, you can view or modify (update) data for this component only if you are assigned to a user group that is authorized to do so.
Users are assigned to user groups on the Groups Currently Assigned tab of the System Mgmt -> Setup -> Access Rights -> Users screen. User groups are assigned to access templates on the Rights Templates tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.
Vehicle location
Text field in which you can specify a vehicle's location. Maximum field length is 20 characters. This field is optional.
Building location
Text field in which you can specify a building's location. Maximum field length is 20 characters. This field is optional.
Other location data
Text field in which you can specify other location data. There is a maximum of 255 characters allowed in this field. This field is optional.