Inspections (Fleet Equipment) |
Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.
The Inspections tab enables you to display and define information about periodic and statutory inspections on equipment units, and any schedule of additional inspections.
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.
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.
The data in the fields in the bottom section of this tab define the equipment unit’s inspections. The system supports three types of inspections: periodic, statutory, and additional. Unless otherwise indicated, these fields are required.
Next statutory inspection
Specifications for when the next statutory inspection is due. Optional, but if you enter information in one of the following fields, you must enter information in all of them.
When you process an update on either Data -> Equipment Management -> Equipment Due for Service/Inspection screen (by Equipment or by Location) with a check in the Update PM schedule for all units listed field, a new value is calculated for the Month and Year fields for each unit that is listed as due for a statutory inspection.
Month: Month in which the next statutory inspection is due. Required if there is information in the Year or Interval __ months fields.
Year: Year in which the next statutory inspection is due. Required if there is information in either the Month field or the Interval __ months fields.
Interval __ months: Number of months between inspections for units that have regular statutory inspections. This information is used to automatically reset the next statutory inspection date after the unit appears on an Equipment Due for Inspection report for a statutory inspection. Required if there is information in either the Month or Year fields.
Inspection month
Code for the inspection month for the unit. You can use this for annual statutory inspections (see also the Next statutory inspection field) or any other periodic inspection with a frequency of at least once a year. This field has a list box:
NONE: No inspection. This is the default.
VARIOUS COMBINATIONS OF MONTHS: Inspection due during the specified month or months.
ALL: Inspection due every month.
The following fields, presented in the Additional inspections screen group, define information about additional inspections. The system can track and schedule special inspections that result in execution of specially defined PM services. You can also use the data to monitor special programs such as the California BIT (Biennial Inspection of Terminals) inspection program. To learn how to activate one or more or these inspections, go to additional inspections.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Inspection service
PM service task ID associated with the additional inspection. This field has a list box of active inspection service task IDs that are currently supported by the PM class assigned to the equipment unit.
Task IDs are defined on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
When you use the Update PM schedule fields on the Basic Info and Tasks tab of the Data -> Shop Activity -> Work Order Center screen to update schedules for task IDs that are inspection services, the following two fields are updated automatically.
Last scheduled
Last date on which the additional inspection was scheduled.
Last performed
Last date on which the additional inspection was performed. This field is display only.
The following three fields make up the work order ID for the last performance of this additional inspection. The fields are display only.
WO location
Identifier of the shop location to which the work order was assigned.
-year
Year in which the work order was opened.
-number
Number of the work order.
Next due
Date of the next scheduled performance of the additional inspection. Required if there is information in the Inspection service field.
Number of time units
Number of time units to elapse between consecutive performances of this service on the equipment unit. Each PM service has its own interval between performances. If the Classes tab assigns the equipment unit to an equipment class for PM program, the default is the value specified on the Individual PM Service Schedule tab on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen (if any).
Time unit: Measurement of time to use for the number of time units. This field has a list box. Please see notes below for examples of scheduling using the following time units.
DAYS
WEEKS
MONTHS
END OF MONTH - Sets to the last day of the month.
FIRST OF MONTH - Sets to the first day of the following month if the day is not already on first of the month.
PER WEEK - Sunday is always first day of the week and Saturday is always the last day of the week. If the PM task performed for the week is less than "number of time units," then the next PM will be scheduled on the first available day allowed by the minimum days buffer value. If the PM task performed for the week is greater than or equal to the "number of time units," then the next PM will be scheduled on the first available day allowed by the minimum days buffer value if that falls into another week. If it does not, then the next PM will be scheduled on the first day of the following week.
PER MONTH - If the PM task performed for the month is less than "number of time units," then the next PM will be scheduled on the first available day allowed by the minimum days buffer even if it falls into the next month. If the PM task performed for the month is greater than or equal to the "number of time units," then the next PM will be scheduled on the first available day allowed by the minimum days buffer value if that falls into a different month. If it does not, then the next PM will be scheduled on the first day of the following month.
PER YEAR - If the PM task performed for the year is less than "number of time units," then the next PM will be scheduled on the first available day allowed by the minimum days buffer even if it falls into the next year. If the PM task performed for the year is greater than or equal to the "number of time units," then the next PM will be scheduled on the first available day allowed by the minimum days buffer value if that falls into a different year. If it does not, then the next PM will be scheduled on the first day of the following year.
Example: Schedule an individual PM for X times PER WEEK (PER MONTH and PER YEAR function the same way).
To set up an individual PM for twice per week, go to the Individual PM tab and enter Number of time units = 2 and Time unit = PER WEEK. Enter value in the Number of time units and Time unit fields to schedule PM frequency.If a PM service is performed on a Monday and it is the first time a PM service has been performed that week, then once it is completed, the next PM can be scheduled for as early as Tuesday. When the PM is completed on Tuesday, it registers as having been performed twice that week. The next week’s PM is automatically scheduled for Sunday; the first day of the week.
Example: Schedule a gap between PMs.
To schedule a gap between PMs, go to the Equipment Class Primary Information screen’s Class PM Service Pattern tab and set the following:
PM services in one cycle: Enter a number to define the number of PM services included in one PM cycle.
PM service interval every: Enter a number and select the time interval to define the time gap between PM service cycles.
Identify the PM services and Descriptions that make up the Class PM Service Pattern.
On the PM > Inspection Detail tab, you may also set a buffer between services. Scroll to the right to set the Minimum Days buffer. The Minimum days buffer may only be used with the PER WEEK/MONTH/YEAR settings. Users will be warned when using any of the options if they try to perform an inspection/individual PM too early.
Once a buffer has been set, maintaining the buffer has higher precedence than starting the next interval (PER WEEK/MONTH/YEAR) and the buffer will be provided regardless of whether the service was performed on the first or last day of the particular interval. For instance, if Minimum days buffer = 2 days, Number of time units = 2, and Time unit = PER WEEK, upon completing a PM on Monday, it will not be scheduled again until Thursday (the 2 day buffer is Tuesday and Wednesday). If the PM is completed on Friday, even though Sunday is the first day of the next week, the PM will not be scheduled until Monday to allow for the 2 day buffer (Saturday and Sunday). The system will provide a warning that a buffer exists if it is before the minimum days buffer, but you will not be prevented from opening a PM work order, creating a Wait for Equipment (WFE) work order, posting labor on a PM, etc. If you prefer not to have the warning, Minimum days buffer should be set to zero (default on all existing PMs).