Basic Info |
The Consist Management screen maintains history rows for every consist that has been active at any time. These rows do not display automatically, however; you must filter for them.
The Basic Info tab enables you to define a new consist or update information about an existing consist. The information you can specify includes status, location ID, and equipment. Each consist is date/time stamped for accuracy.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on consist ID, description, status, equipment ID, from/to activated date, and from/to inactivated date. See location level, and department-level access control.
Consist ID
Identifier of the consist. This field is required. The maximum field length is 20 characters. The consist ID must be unique for the date and time activated. This field has a list box of existing consist IDs.
Description
Text description of the consist. This field is required. The maximum field length is 30 characters. If you selected an existing consist ID in the previous field, its description displays in this field.
Note: If an operating restriction is in effect on any equipment unit in the consist, the existing description will be overridden by the text, "Has operating restriction".
Status
The status of the consist. This field is required. This field has a pull-down list with the following values:
PLANNED
ACTIVE
INACTIVE
CUT
CORRECTION
HISTORY
To better maintain historical consist information, you may not change a consist from INACTIVE status to ACTIVE status, from INACTIVE status to PENDING status, or from ACTIVE status to PENDING status. To create new consists from an existing consist, use the Copy function.
Tip: If you are defining a new consist, select a status of PLANNED or ACTIVE. If you are correcting an entry in an existing active consist, select the CORRECTION status. There will be no message confirming the correction.
Note: Making a cut of a consist usually involves removing bad equipment from the consist, and perhaps replacing it with different equipment. The history record of the original consist includes all equipment on the consist before the cut and has a status of INACTIVE. The new lineup becomes a "new" ACTIVE consist with a new active date. To learn how to cut a consist, go to How to cut a consist.
Spare
If this field has a check, the consist is a spare.
Equipment list
List of equipment identifiers assigned to the consist. This field is display only. This field auto-populates with the equipment IDs listed in the screen group at the bottom of the screen after you click Save.
Location ID
Identifier of the consist's location. This field has a list box that is limited to operations locations. You can use this field to identify the line or division where the consist will be used. This field is optional.
Date/time required
Date and time the consist is required. Defaults to the date and time of entry, but you can change it. If the consist's status is PLANNED, the required date can be in the future. The date/time required cannot be greater than the date/time activated or the date/time inactivated.
Date/time activated
Date and time the consist was activated. If ACTIVE is selected as the status, this field defaults to the current date and time, but you can change it. The date/time activated cannot be greater than the date/time inactivated.
Tip: The date/time activated must be earlier than the first trip of the day; the software checks the date/time stamp of the consist against the departure date/time of the train.
Date/time inactivated
Date and time the consist was inactivated. If INACTIVE is selected as the status, this field defaults to the current date and time.
Tip: You can only change a history record if the date/time required, activated, and inactivated exist.
The screen group at the bottom of the screen enables you to assign equipment IDs to a consist. To update information in an active consist, change the status to CORRECTION. There will be no message confirming the correction.
Delete
If this field has a check, the entire row is deleted when you click Save.
Order
Number that identifies the order of the equipment on the consist. The order must be consecutive, and duplicates are not allowed. This field is locked when the status is ACTIVE.
Equipment ID
Identifier of the equipment assigned to the consist. This field has a list box, which displays equipment IDs that have a life-cycle status of ACTIVE and do not have a check in the Do not allow equipment to be assigned to an active consist field on the Basic Info tab on the Data -> Shop Activity -> Setup -> Service Statuses screen. Duplicate equipment IDs are not allowed on the same consist.
Equipment units need not have a status of IN SERVICE to be placed on an active consist. You may not enter a linear asset in this field, however.
Equipment IDs are defined on the Data -> Equipment Units -> Fleet Equipment screen.
Tip: You can open work orders for equipment units that are on an active consist.
Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.
Description
Description of the equipment ID. This field is display only. This field auto-populates based on the equipment ID.
Equipment type
Type of equipment unit that uses the part. This field auto-populates based on the equipment ID. This field is display only. Equipment types are defined on the Data -> Equipment Units -> Setup -> Equipment Types screen.
Next PM due date
Date of the next preventive maintenance for the equipment. This field auto-populates based on the equipment ID. This field is display only.
Life cycle status code ID
Identifier of the status code for the purchase and sale of an equipment unit, such as A (active). This field auto-populates based on the equipment ID. This field is display only. Life-cycle status code IDs are defined on the Data -> Equipment Units -> Setup -> Life-Cycle Status Codes screen.
Equipment status
Status of the equipment unit for SLA (service level agreement) purposes. This field auto-populates based on the equipment ID. This field is display only. Equipment unit status is defined on the Status tab of the Data -> Equipment Units -> Fleet Equipment screen.