Equipment |
The Equipment tab enables you to specify, for reporting purposes, which asset (or assets) contributed to an incident's occurrence.
Note: If an incident is closed, it cannot be modified. You must change the status to something other than CLOSED before you can modify the data.
Delay incidents entered for trips that have been signed off by the dispatcher may be modified only by users that belong to a user group that has been granted the right to update signed-off trips and delays. This special right is granted on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on incident ID, status, symptom, responsibility, a range of occurred dates and reported dates, trip ID, and delay type, among other values.
The fields in the top section of the Equipment tab display the incident ID and the name of the user who recorded the incident. These fields are display only.
Incident ID
System-assigned identification number for the incident.
Entered by
Identification code of the user who initially entered the incident. The user's name displays in the unlabeled field to the right.
The fields in the bottom section of the tab enable you to view detailed information about the equipment involved in the incident, including ID, year-manufacturer-model readings, work location ID, and service status. You can also generate a service request or work order for an equipment unit in the list. All fields are optional.
Populate equipment IDs from trip
If equipment was assigned to the trip associated with the incident, you can press the Populate equipment IDs from trip button to automatically populate the screen group with all equipment units from the trip record.
Delete
If this field has a check, the entire row will be deleted when you click Save.
Equipment ID
Equipment ID associated with the incident. This field has a list box. If a consist was entered, the list is limited to equipment IDs on the consist.
Year-manufacturer-model-meter readings
Year, manufacturer, model, and meter readings for equipment. This field auto-populates after you specify an equipment ID.
Caused by
If this field has a check, the equipment unit caused the incident.
Open service request/defect
If this field has a check, a service request is automatically generated for the equipment unit.
If this is a new service request, information in the Reported by name, Incident ID, Comment, and Date/time reported fields is automatically copied to similar fields on the Service Requests/Defects screen. If the Other field on the Repair Reasons tab of the Data -> Shop Activity -> Setup -> Options screen has a value, it is listed on the service request.
If there is a PENDING service request (not already assigned to another work order) for the same equipment ID with the same incident ID, that service request is automatically assigned to the new work order created from this incident.
Open work order
If this field has a check, a work order is automatically generated for the equipment unit. The status of the new work order is automatically set to OPEN.
If this is a new work order, information in the Incident ID, Comment, and Date/time reported fields is automatically copied to similar fields on the work order screens.
If there is a PENDING service request (not already assigned to another work order) for the same equipment ID with the same incident ID, that service request is automatically assigned to the new work order created from this incident.
WO location ID
Identifier of the work location. This field auto-populates after you specify an equipment ID.
Service status
Equipment's repair status. This field has a list box.
Note: This field may populate automatically depending on the value in the Default service status from field on the Work Orders - Defaults tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Work order status
Status of the work order associated with the equipment's repair. This field has a list box:
OPEN (default): The work has not yet been completed
PENDING: Shop personnel are waiting for the equipment unit to arrive at the shop
Comments
Free-form text field in which you can type comments. The maximum field length is 60 characters.