Organization Selection |
The Organization Selection tab enables you to display, insert, and delete assignments of equipment units in multi-unit projects based on their organizational information. Multi-unit projects are defined on the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen.
The information in the fields in the top section of this tab defines the data that displays and specifies whether equipment units that match the criteria specified in the lower section of the tab should be deleted.
Project ID
Identifier of the project currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the project description displays to the right of the ID.
The equipment unit ID associated with the project selected in the grid displays below the project ID, along with its description.
Equipment ID
Identifier of the equipment unit. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
Equipment IDs are defined on the Data -> Equipment Units -> Fleet Equipment screen.
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.
Delete units from project based on inserted criteria
If this field has a check, equipment units that match the values you specify in the fields in the lower part of the tab are deleted from the equipment list for the multi-unit project. If units are deleted from a project after the work order is opened, you must manually close or delete the work orders for the units deleted from the project.
Save criteria to project
If this field has a check, the information specified on this tab is saved to the project. The option to save criteria for multi-unit projects is specified on the Options tab of the Data -> Shop Activity -> Setup -> Options screen.
Data in the fields on the bottom section of this tab specify the organizational information about equipment units in the multi-unit project. You must specify a value in at least one of the fields.
Assigned PM location
Shop location where the unit is assigned for the purpose of scheduling preventive maintenance (PM) work on the unit. This field has a list box. The location name displays to the right of the ID.
Assigned repair location
Shop location where the unit is assigned for the purpose of scheduling repair work on the equipment unit. This field has a list box. The location name displays to the right of the ID. The assigned repair location is designated on the Locations tab of the Data -> Equipment Units -> Fleet Equipment screen.
Department ID
Identifier of the department to which the equipment unit is assigned or loaned at the time this work order was opened. This field has a list box. The department name displays to the right of the ID. Department IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Departments -> Primary Information screen.
SLA equipment category
Service level agreement (SLA) equipment category to which the equipment unit is assigned. This field has a list box. The category description displays to the right of the field. Service level agreements are defined on the Data -> Equipment Management -> Service Level Agreements -> Primary Information screen.
Equipment class for maintenance
Equipment class to which the unit is assigned in order to track costs and analyze maintenance. This field has a list box. The class name displays to the right of the ID. Equipment classes are defined on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.
Equipment class for PM program
Equipment class to which the unit is assigned in order to track costs and analyze maintenance. This field has a list box. The class name displays to the right of the ID. Equipment classes are defined on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.
Life cycle status code ID
Identifier of the unit's life cycle status. This field has a list box of active life-cycle status codes. The life-cycle name displays to the right of the ID. Allows work orders to be created for units in a status other than ACTIVE. Examples: Units received for in-service preparation not in ACTIVE status or units that are being decommissioned. Life-cycle status codes are defined on the Data -> Equipment Units -> Setup -> Life Cycle Status Codes screen.