Activity data
Activity data |
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If the activity data is being inherited, at the time of creating the preventive maintenance plan, by clicking on the button in the Activity data section, the system will open the standard activity data screen.
If activity data has been copied to the plan, then in the Activity data section the general activity data copied (on the plan data screen) will be displayed. In that case, the following subsections will be available for the user to apply the plan-specific configurations:
Activity dataIn this subsection the fields will initially be filled with the standard activity settings. In addition to the identification data, standard activity type and name, the following fields may be edited: Activity classification: Select the standard activity classification. Procedure: Select the procedure to be followed during the execution of the standard activity. Remember that, if the component is integrated with SE Document, the system will display the records from that system. Otherwise, the records made in SE Asset will be displayed. Checklist: Select the checklist to be answered during the execution of the standard activity. The checklists displayed in this field are created in SE Asset. Estimated duration: Enter the estimated duration of the standard activity. Use mask for identification: Select this field to enable the identification mask feature in the standard activity in question. In that case, fill in the following fields: ▪Identification mask: Select the desired identification mask. The masks displayed in this field are created in SE Asset. ▪Enable ID # change: If this field is checked, at the time of programming/executing the activity, it is possible to manually edit the ID # generated by the mask. Otherwise, it will not be allowed. Publish report in SE Document: Check this field to indicate that the report of the activity in question will be published in the SE Document component. If this field is checked, then, select the category in which the document containing the activity report will be created. Remember that this field may only be used if the SE Document component is installed. Controls: Fill in the following fields related to the activity control: ▪Interrupt asset during all execution: Check this field to discontinue use of the equipment for as long as the asset is in maintenance. ▪Interrupt asset for %s hour(s): Check this field to stop using the asset when the maintenance is done. In this case, click Enter period and enter the interruption time of the asset. Remember that this action will generate a downtime record in the system. ▪Read asset meter: Check this field for the activity in question to generate the Activity execution task for asset meter reading. Responsible technician: Fill in the following fields regarding the responsibility of the activity: ▪Service center: Select the service center responsible for executing the activity. ▪Responsible technician: Select the technician responsible for executing the activity. The technicians of the service center selected before will be available for selection. Description: Enter a description for the standard activity. This field has a Rich Text editor, which lets the user highlight the important points that must be performed during the preventive maintenance activity. The feature lets the user format text (set or change font type, size, and color, apply bold, italic, and underline), format paragraphs, insert tables, links, and images. Programming approval: Check this field for the activity in question to go through the programming approval step. After that, fill in the following fields: ▪Variable: If this option is checked, at the time of the activity programming, it will be allowed to select any responsibility route, change its members or even associate new responsible ones. ▪Fixed: If this option is checked, at the time of the activity programming, it will be allowed to select any responsibility route; however, its members cannot be changed. ▪Fixed & unique: If this option is checked, at the time of the activity programming, it will not be allowed to change the responsibility route, much less its members. In that case, it will be mandatory to fill in the Responsibility route field to define the route that will approve the maintenance programming. Execution approval: Check this field so that the activity in question goes through the execution approval step. After that, fill in the following fields: ▪Variable: If this option is checked, at the time of the activity execution, it will be allowed to select any responsibility route, change its members or even associate new responsible ones. ▪Fixed: If this option is checked, at the time of the activity execution, it will be allowed to select any responsibility route; however, its members cannot be changed. ▪Fixed & unique: If this option is checked, at the time of the activity execution, it will not be allowed to change the responsibility route, let alone its members. In that case, it will be mandatory to fill in the Responsibility route field to define the route that will approve the maintenance execution.
AttributeThis section will be preconfigured with the attributes of the standard activity; however, new attributes can be configured for the preventive maintenance plan. The attributes of this subsection will be displayed in the preventive maintenance activity so that they are filled out. Those that are defined as required, must be filled out during the preventive maintenance activity execution step. Refer to the Adding attributes section for further details on how to add and/or associate attributes.
Save the record after performing changes. |