You are here: Welcome » TSM Manual » Job Cards » Equipment
Differences
This shows you the differences between two versions of the page.
|
5000manual:5200jobcards:5215equipment [2020/06/18 09:34] 127.0.0.1 external edit |
5000manual:5200jobcards:5215equipment [2021/01/04 18:59] (current) rajeev.ranjan |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ===== Equipment ===== | ===== Equipment ===== | ||
| - | {{ :5000manual:5200jobcards:image049.png?600|3 Sections of the Equipment tab}} | + | {{ :5000manual:5200jobcards:equipment_detailtab686.png?600|3 Sections of the Equipment tab}} |
| + | {{ :5000manual:5200jobcards:contract_detailtab686.png?600|3 Sections of the Equipment tab}} | ||
| The Equipment page allows you to assign multiple pieces of equipment to the one job card. | The Equipment page allows you to assign multiple pieces of equipment to the one job card. | ||
| Line 19: | Line 20: | ||
| Equipment items can be inserted into the job 3 ways: | Equipment items can be inserted into the job 3 ways: | ||
| - | -By pressing the {{:5000manual:5200jobcards:image051.png|}} button at the bottom of the Equipment Details section. The ProductID field can then be populated with a product id. Press the search button to activate the product search screen. | + | -By pressing the {{:5000manual:5200jobcards:add_equipment686.png|}} button at the bottom of the Equipment Details section. The ProductID field can then be populated with a product id. Press the search button to activate the product search screen. |
| -By pressing the Maintenance button at the bottom of the Job Cards screen, which displays a list of equipment for all sites connected to this customer. Equipment can be selected here individually or by site with or without schedule, which in the case of the former links the job to a maintenance schedule. | -By pressing the Maintenance button at the bottom of the Job Cards screen, which displays a list of equipment for all sites connected to this customer. Equipment can be selected here individually or by site with or without schedule, which in the case of the former links the job to a maintenance schedule. | ||
| -By generating a job from a maintenance schedule for a list of maintenance equipment items. In this case the items will already appear in the equipment grid. For more information see [[:5000manual:5500maintenance:5520schedules|Maintenance Schedules]]. | -By generating a job from a maintenance schedule for a list of maintenance equipment items. In this case the items will already appear in the equipment grid. For more information see [[:5000manual:5500maintenance:5520schedules|Maintenance Schedules]]. | ||
| - | Use the {{:5000manual:5200jobcards:image057.png|}} button to remove equipment items from the grid and the {{:5000manual:5200jobcards:image059.png|}} button to [[.:#Swap Equipment|Swap Equipment]] out. | + | Use the {{:5000manual:5200jobcards:delete_equipment686.png|}} button to remove equipment items from the grid and the {{:5000manual:5200jobcards:swap_equipment686.png|}} button to [[.:#Swap Equipment|Swap Equipment]] out. |
| === Contract / Schedule details === | === Contract / Schedule details === | ||
| Line 29: | Line 30: | ||
| If the Job Card is linked to a Maintenance Contract, summary details about the Maintenance Contract are displayed. | If the Job Card is linked to a Maintenance Contract, summary details about the Maintenance Contract are displayed. | ||
| - | {{:5000manual:5200jobcards:image065.png|}} [[.:#Create Maintenance Contract|Creates a Maintenance Contract]] if not already linked to one, or adds equipment to existing contract if already linked. | + | {{:5000manual:5200jobcards:add_to_contract686.png|}} [[.:#Create Maintenance Contract|Creates a Maintenance Contract]] if not already linked to one, or adds equipment to existing contract if already linked. |
| - | {{:5000manual:5200jobcards:image061.png|}} Press this button to launch and view the linked [[:5000manual:5500maintenance:5500maintenance|Maintenance Contract]]. | + | {{:5000manual:5200jobcards:view_contract686.png|}} Press this button to launch and view the linked [[:5000manual:5500maintenance:5500maintenance|Maintenance Contract]]. |
| - | {{:5000manual:5200jobcards:image063.png|}} Press to unlink the job from a Maintenance Contract. This will not only remove the job from the contract history, it will also reopen any linked Schedule Maintenance details. | + | {{:5000manual:5200jobcards:unlink_contract686.png|}} Press to unlink the job from a Maintenance Contract. This will not only remove the job from the contract history, it will also reopen any linked Schedule Maintenance details. |
| - | {{:5000manual:5200jobcards:image067.png|}} Prints a [[.:#Delivery Docket|Delivery Docket]] for this equipment. | + | {{:5000manual:5200jobcards:dilevry_docket686.png|}} Prints a [[.:#Delivery Docket|Delivery Docket]] for this equipment. |
| === Equipment Details === | === Equipment Details === | ||
| Line 41: | Line 42: | ||
| == Details 1 == | == Details 1 == | ||
| - | [{{ :5000manual:5200jobcards:image071.png?150|Details tab}}] | + | {{ :5000manual:5200jobcards:detail1686.png?200|Details tab}} |
| ^**Product ID**^ | ^**Product ID**^ | ||
| Line 95: | Line 96: | ||
| == Details 2 == | == Details 2 == | ||
| - | [{{ :5000manual:5200jobcards:image075.png?150|Details 2 tab}}] | + | {{ :5000manual:5200jobcards:detail2686.png?200|Details 2 tab}} |
| The second details tab contains 2 more note fields as well as some counters. As is the case with the fields found on Details Tab 1, these will be populated with data found on the maintenance item record, if this item was added from a maintenance contract. | The second details tab contains 2 more note fields as well as some counters. As is the case with the fields found on Details Tab 1, these will be populated with data found on the maintenance item record, if this item was added from a maintenance contract. | ||
| Line 121: | Line 122: | ||
| == Warranty == | == Warranty == | ||
| - | [{{ :5000manual:5200jobcards:image077.png?150|Warranty tab}}] | + | {{ :5000manual:5200jobcards:warranty686.png?200|Warranty tab}} |
| ^**Invoice No.**^ | ^**Invoice No.**^ | ||
| Line 152: | Line 153: | ||
| == Check List == | == Check List == | ||
| - | [{{ :5000manual:5200jobcards:image083.png?150|Checklist tab}}] | + | {{ :5000manual:5200jobcards:equipment_checklist686.png?200|Checklist tab}} |
| This tab allows the entry and maintenance of Equipment Checklists. | This tab allows the entry and maintenance of Equipment Checklists. | ||
| - | Press the {{:5000manual:5200jobcards:image079.png|}} button to add a checklist selected in the dropdown next to it. | + | Press the {{:5000manual:5200jobcards:add_checklist686.png|}} button to add a checklist selected in the dropdown next to it. |
| - | Press the{{:5000manual:5200jobcards:image081.png|}} button to remove the selected items from the list. | + | Press the{{:5000manual:5200jobcards:delete_checklistitem686.png|}} button to remove the selected items from the list. |
| The comments and outcomes of any processes prescribed by the checklist items can be entered in the Comment and Result fields after selecting the desired item in the grid. | The comments and outcomes of any processes prescribed by the checklist items can be entered in the Comment and Result fields after selecting the desired item in the grid. | ||
| Line 180: | Line 181: | ||
| It is a common requirement to both create a job for installing a new system and creating a Maintenance Contract for that equipment. TSM provides a way of quickly creating maintenance contracts for the equipment and parts used on a job card via the 'Create Maintenance Contract' button. Jobs linked to a maintenance contract will add the equipment to that contract otherwise a new Maintenance Contract will be created. **Note**: The “Create Maintenance Contract” button will read “Add to Maintenance Contract” if the job is already linked to a maintenance contract. A job can be linked to one Maintenance contract only. | It is a common requirement to both create a job for installing a new system and creating a Maintenance Contract for that equipment. TSM provides a way of quickly creating maintenance contracts for the equipment and parts used on a job card via the 'Create Maintenance Contract' button. Jobs linked to a maintenance contract will add the equipment to that contract otherwise a new Maintenance Contract will be created. **Note**: The “Create Maintenance Contract” button will read “Add to Maintenance Contract” if the job is already linked to a maintenance contract. A job can be linked to one Maintenance contract only. | ||
| - | [{{ :5000manual:5200jobcards:image088.png?150|Equipment and Parts dialogue}}] | + | {{ :5000manual:5200jobcards:create_mainteance686.png?200|Equipment and Parts dialogue}} |
| - | Pressing the {{:5000manual:5200jobcards:image087.gif|}} button will display an equipment and parts interface allowing the selection of parts and equipment to add to the contract. The job equipment will be displayed in the upper half of the screen and the parts used in the lower half. If the job is already linked to a Maintenance Contract, only those items not already on the contract will be displayed. Tag each item that you want to add to the Maintenance Contract by checking the selected boxes, leaving unwanted items unchecked. One of the items may be marked as the Master Item for the contract. You can quickly select or unselect all items by pressing the buttons, and once you have made you selections click Proceed to create the contract. A message will be displayed indicating the contract number created similar to this: | + | Pressing the {{:5000manual:5200jobcards:add_to_contract686.png|}} button will display an equipment and parts interface allowing the selection of parts and equipment to add to the contract. The job equipment will be displayed in the upper half of the screen and the parts used in the lower half. If the job is already linked to a Maintenance Contract, only those items not already on the contract will be displayed. Tag each item that you want to add to the Maintenance Contract by checking the selected boxes, leaving unwanted items unchecked. One of the items may be marked as the Master Item for the contract. You can quickly select or unselect all items by pressing the buttons, and once you have made you selections click Proceed to create the contract. A message will be displayed indicating the contract number created similar to this: |
| - | {{:5000manual:5200jobcards:image093.png|}} | + | {{:5000manual:5200jobcards:mainteance_created686.png|}} |
| Contract numbers resulting from this process are prefixed with “SJ” indicating the contract came from a Service Job. | Contract numbers resulting from this process are prefixed with “SJ” indicating the contract came from a Service Job. | ||
| Line 196: | Line 197: | ||
| To achieve the above workflow in TSM, you must have already set up a Swap Out Equipment site in your Maintenance Contract module which holds all the equipment available to be swapped out to the client’s site when their equipment is faulty. You must also have a Maintenance Contract site set up to receive the faulty equipment into for repair. | To achieve the above workflow in TSM, you must have already set up a Swap Out Equipment site in your Maintenance Contract module which holds all the equipment available to be swapped out to the client’s site when their equipment is faulty. You must also have a Maintenance Contract site set up to receive the faulty equipment into for repair. | ||
| - | Select the item that is faulty and press {{:5000manual:5200jobcards:image059.png|}} to begin the swap out process. A Swapout Equipment dialogue will appear. | + | Select the item that is faulty and press {{:5000manual:5200jobcards:swap_equipment686.png|}} to begin the swap out process. A Swapout Equipment dialogue will appear. |
| - | {{:5000manual:5200jobcards:image098.png?300|}} | + | {{:5000manual:5200jobcards:swap_equipmentpage686.png?300|}} |
| [{{ :5000manual:5200jobcards:image100.png?150|Equipment Search dialogue}}] | [{{ :5000manual:5200jobcards:image100.png?150|Equipment Search dialogue}}] | ||
| The part selected can be changed if need be, by pressing the search button. The search screen that comes up is similar to the one seen when linking a job to a maintenance contract. You will notice that only one item can be selected at a time. Press the 1st Search button and select a piece of equipment to move to the client’s site. Press the 2nd Search button and select a site to move the faulty equipment to. When you are ready, press the Swap button and the equipment will be swapped out from the faulty equipment location and in to the swap out equipment location. | The part selected can be changed if need be, by pressing the search button. The search screen that comes up is similar to the one seen when linking a job to a maintenance contract. You will notice that only one item can be selected at a time. Press the 1st Search button and select a piece of equipment to move to the client’s site. Press the 2nd Search button and select a site to move the faulty equipment to. When you are ready, press the Swap button and the equipment will be swapped out from the faulty equipment location and in to the swap out equipment location. | ||
| Line 204: | Line 205: | ||
| === Delivery Dockets === | === Delivery Dockets === | ||
| - | [{{ :5000manual:5200jobcards:dispatch.png?150|Dispatch Dialogue}}] | + | {{ :5000manual:5200jobcards:dispatch_equipmentpage686.png?200|Dispatch Dialogue}} |
| Click the Delivery Docket button to display the Dispatch page which allows you to enter and print delivery dockets for returned goods. | Click the Delivery Docket button to display the Dispatch page which allows you to enter and print delivery dockets for returned goods. | ||