WORK FLOW FOR FACILITY MAINTENANCE

ONE TIME STEPS TO DO:

STEP 1: To Create the Activity Type in Masters Path: Maintenance>Masters>Activity Type For e.g.,

Enter Code as PM
Enter Preventive Maintenance
Enter remarks for any explanation if required
Click save

Click here Activity Type STEP 2: To create the list of Activities ( under each Activity Type) in the Masters Path: Maintenance>Masters >Activity

Create a relevant code as e.g., MM
Enter the Name as e.g., Monthly maintenance
Select the Activity type as Preventive maintenance
Click save/update

Click here Activity STEP 3: To create an Asset Type in Masters Path: Maintenance>Masters>Asset type

Select the Code category as Asset Type
Create a relevant code for an asset type e.g., AS000025AS
Enter the Name for the asset type e.g., POWER TRANSFORMERS
Select the Tracking type
Select the Nature
Select the Asset schedule
Select the tab –Activity
Enter the fields
Use Add row to enter more than one activity

Click here Asset Type STEP4. To create the list of Assets (under each Asset Type) in Masters Maintanence> Masters> Asset

Select Asset Type from the picklist e.g., POWER TRANSFORMER
Create a relevant Asset Code
Enter the Asset Name
Enter the batch serial

4(A): Select the tab - classification and fill all the details 4(B): Select the tab - parameter and fill all the details

4(C): Select the tab - FMS

Select Party type as Own asset
Select the Running status as Running
Select energy metering as Not required
Click update

Click here Asset STEP 5: To create the list of Parameters in the Masters Path: Maintenance>Masters>Parameter

Create a relevant code
Enter the name of the parameter
Enter all the fields
Click save

Click here Parameter Step 6: To set the Parameters for a particular Asset Type Path: Maintenance >Masters>Parameter Set

Select the Code & Name of the Asset Type (already created by you) for e.g., Breaker
Select the parameters to set ( already created by you)
Use Add Row to set more than one parameter
Click save/update

Click here Parameter Set STEP 7: To schedule the activities to be done for each Asset Maintenance >Masters>Asset Activity

Select Type as Asset
Select the Asset Type, Asset & the Activity from the pick list (already created by you )
Select the Assigned to as e.g., User
Select the user from the picklist ( already created by your admin)
Select the Parameter set from the picklist (already created by you)
Set the Scheduler by selecting from one of the various options
Click save/update

Click here Asset Activity STEP 8: To create the Party with Branch Click Accounts>Master>Ledger>Party with Branch

Create the codecategory as Party
Create the code for the Party (Auto Generated)
Enter the Name, Shortname, currency of the Party
Select account
Select the Account Group
Select the tab – Party branch and enter all the fields.
Click save/update

STEPS TO DO ON A REGULAR BASIS:

STEP 1: To Create Task Path: Maintenance>Transactions>Task Generation

Select Asset Type
Select the Asset
Select the Party Branch
Select the Activity
Enter the Task date
Click Generate

Click here Task Generation STEP 2: To schedule a Task Path: Maintenance>Transactions>Task

Click the Plus sign to add a new task
Task Number is Auto-generated
Select the Name of the Task
Select the Nature as Asset
Select the type as Task
Select the Activity, In-charge, Assigned-to
Enter all the fields in Plan.

Click here

Contents

WORKFLOW FOR CALL REGISTRATION: STEP1: To register the calls which come for small functional Problems Maintenance >Masters>Call Registration

Select the Number(Auto Generated)
Select the Type as Call Registration
Enter the Date
Enter the problem
Select all the fields under call From &callTo
Select Type of call as Indoor
Select call status as working
Select the Call details tab and Enter all the fields.
Click save/update

Click here Call Registration Step 2: To schedule and assign the calls and tasks

Maintenance>Transaction>Workbench

Select Type as Call

Click save/update

Path to view the various reports: !. Maintenance >Reports>Call >Call registration > Pending calls>Filter options >settings >PDF 2.Maintenance>Reports>Call>Call registration > Naturewise call summary Video Links: Asset & Activity creation Watch Video Click here How to register a call Watch Video Click here

Revisions

November 26, 2021 @ 10:06:44 [Current Revision] by arul
November 26, 2021 @ 10:06:44 by arul
July 1, 2021 @ 10:54:51 by arul
July 1, 2021 @ 10:47:46 [Autosave] by arul
September 4, 2018 @ 06:49:54 by arul
September 4, 2018 @ 06:48:33 by arul
September 4, 2018 @ 06:44:51 by arul
August 16, 2018 @ 07:37:11 by arul
August 14, 2018 @ 08:55:15 by arul
August 14, 2018 @ 08:47:23 by arul
August 14, 2018 @ 08:46:50 by arul
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August 9, 2018 @ 04:53:15 by arul
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July 25, 2018 @ 04:55:26 by arul
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July 25, 2018 @ 02:38:34 by arul
July 25, 2018 @ 02:06:54 by arul
July 25, 2018 @ 01:44:53 by arul
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July 25, 2018 @ 00:59:12 by arul
July 25, 2018 @ 00:56:27 by arul
July 24, 2018 @ 19:24:54 by arul
July 24, 2018 @ 19:10:27 by arul

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