Inspections |
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, segment ID, to/from marker ID, 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. If you specify a range, any record that crosses any part of that range will be displayed.
Note: Filtering data based on fuel/fluid type uses the information in the Supported fuel/fluid types screen group on the Codes tab.
The Stationary 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, an equipment ID is generated 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. Three types of inspections are supported: 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 fields in the Additional inspections screen group enable you to define information about additional inspections. The system can track and schedule special inspections that execute specially defined PM services. You can use this 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 update 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 units between required performances of the inspection. The date in the Next due field updates automatically when a user closes a PM work order for the PM service associated with the inspection. It computes the date for the Next due field by adding the number in this field to the close date on the work order. It then updates the date in the Last performed field.
Time unit
The unit of time measure such as days, weeks, etc.