where are planned preventive maintenance?
where are maintenance procedures and frecuencies?
Manuel Castillo wrote:
Dear Sirs
We are pleased to greet them and ask a functional manual of the
component Assetmaint.
Best Regards
Manuel
Here are the setup instructions. I've been meaning to put this on the
Wiki, but I haven't had the time:
Asset Maintenance Setup
1. Create an owner party (or party group) for the fixed assets. This
could be the "Company" party if you are already using it as your company.
2. Create facilities where the fixed assets are located. Make sure each
facility has a Postal Address contact mechanism.
3. Create additional fixed asset types, if needed. Use Webtools to add
records to the FixedAssetType entity.
4. Create products for any fixed assets that have more than one
instance. For example, if you have five Acme Model 3 Compressors, then
create one Acme Model 3 Compressor product. Do not assign the product to
a facility.
5. Create products for any fixed assets that you want to set up
recurring maintenance for. Do not assign the product to a facility.
6. Create additional product maintenance types, if needed. Use Webtools
to add records to the ProductMaintType entity.
7. Create product maintenances for the fixed asset products. These will
act as maintenance templates - all instances of the product will share
these maintenances.
8. Assign the appropriate Maintenance roles to the parties performing
maintenance. Parties can include outside maintenance services.
9. Create the fixed assets. Be sure to specify the Instance Of Product
ID and Located At Facility ID. Also, associate the owner party to the
fixed asset in the role of Owner.
You are now ready to create maintenance tasks manually. If product
maintenances were created based on meter readings, then maintenances
will be generated automatically as meter readings are entered.
A maintenance will be created when you enter the first meter reading on
a new fixed asset - because there is no previous maintenance to compare
against. Those initial maintenances should have their status set to
Complete. Do not set the status to Cancelled, otherwise another
maintenance will be created automatically.
Automatic Features Setup
Sometimes fixed asset maintenances must be assigned to a particular
worker because he or she is the only one trained/certified/qualified to
work on that piece of equipment. In those cases you can set up the fixed
asset to automatically assign a worker to new maintenances. Just
associate the worker to the fixed asset in one of the maintenance roles.
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