Classes (Fleet Equipment)

• Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.

The Classes tab enables you to display and assign equipment units to classes for various purposes and to SLA (service level agreement) equipment categories.

• Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, serial number, asset category ID, SLA equipment category, assigned repair location ID, and department ID, 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 Fleet Equipment screen supports location level and department-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.

Detail View Header

The field in the top section of this tab defines the data that displays.

Equipment ID

Identifier of the equipment unit currently selected in the grid or that you are defining. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.

When you insert an equipment unit 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 you specify an ID and the equipment’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.

New equipment unit

Press the New equipment unit button to activate the New Equipment Wizard, which steps you through entering the basic data elements associated with a new equipment unit.

Detail View

The data in the fields in the bottom section of this tab define the classes for equipment units. Unless otherwise indicated, these fields are required.

Equipment class for:

The equipment class for each of the subsequent categories. These fields have zoom buttons to the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen, on which equipment class IDs are defined, 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 maintenance cost tracking and analysis. This class is used to prepare the PR:RA-REPL ANALYSIS MODEL report. The comeback range for the 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. This class is displayed in the Equipment class for maintenance field on the Assignments tab of the Data -> Equipment Activity -> Usage -> Meter Readings – Assignments – Usage screen and the Class and Location Info tab of the Data -> Equipment Management -> Assignment History screen.

• PM program: Equipment class to which the unit is assigned to identify the applicable preventive maintenance (PM) program. The class' PM program is defined on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.

• Standards: Equipment class to which the unit is assigned to identify the applicable cost and labor standards. Cost and labor standards are defined on the Standards tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen.

• Rental rates: Equipment class to which the unit is assigned to identify the applicable rental rates. The rental rates and maximum usage gap for the class are defined on the Equipment Units -> Setup -> Equipment Class -> Primary Information screen.

• Resources: Equipment class for which the unit is assigned for the purpose of specifying 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 an equipment unit 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

Category of equipment to which this unit belongs for service level agreements (SLAs). This field has a list box. The SLA equipment category that the Basic Info tab of the Data -> Equipment Management -> Service Level Agreements -> Primary Information screen assigns to the service level agreement ID displays in this field, but you can change it. The Require SLA equipment category for equipment units field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen specifies whether information in this field is required. The description displays to the right of the category.

• Each combination of equipment/component arrangements is treated as a separate equipment category. (Two units that are identical, except that one has a component attached and the other does not, must be assigned to different equipment categories.)

• If you use the Data -> Equipment Units -> Components -> Component Relationships screen to change an equipment/component relationship for a unit that is subject to a service level agreement, you must change the SLA equipment category of the parent unit to a new category appropriate for the new equipment/component relationship.

Benchmarking class type

Type of class used for benchmarking the equipment unit. This field has a list box of class types. Benchmarking class types are defined on the Data -> Equipment Units -> Setup -> Benchmarking Classes screen.

Asset category ID

Identifier of the asset category. This field has a list box. The asset category description displays to the right of the ID. Asset categories are defined on the Data -> Equipment Units -> Setup -> Asset Categories screen.

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.

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See Also

Data -> Equipment Management -> Service Level Agreements -> Primary Information