Equipment

The Equipment page allows you to assign multiple pieces of equipment to the one job card.

A TSM product becomes a piece of equipment when it is added to a maintenance contract which translates to the real-world practice of installing an item that may require future maintenance and/or is under the installer’s warranty. Job Card Equipment is designed to manage installation and servicing of maintenance equipment.

The Equipment tab is divided into 3 sections:

1. Equipment listing - Displays a list of all equipment linked to the Job Card.
2. Contract / Schedule Details - Displays the details of a Maintenance Contract linked to the job along with a summary of Schedules linked to the job.
3. Equipment Details - Detailed information about each piece of equipment selected in the Equipment listing.

All equipment linked to the Job Card is listed here. Scroll up / down to change the equipment displayed.

Equipment items can be inserted into the job 3 ways:

1. By pressing the 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.
2. 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.
3. 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 Maintenance Schedules.

Use the button to remove equipment items from the grid and the button to Swap Equipment out.

If the Job Card is linked to a Maintenance Contract, summary details about the Maintenance Contract are displayed.

Creates a Maintenance Contract if not already linked to one, or adds equipment to existing contract if already linked.

Press this button to launch and view the linked Maintenance Contract.

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.

Prints a Delivery Docket for this equipment.

If this piece of equipment has been added from a maintenance contract, any details such as serial number location, manufacturer, etc entered there will populate over to the Equipment Details on the Job Card.

Enter part number of serviced part if relevant. Entering a Product ID allows you to search / report on all jobs done on specific items. Any items brought in for service should be clearly labeled with job number, item and contact details to avoid mislaying items. TSM makes it easy for you to print out an item identification label by pressing the Label button.

Enter a description of the item being serviced.

The manufacturer of the items being serviced.

The model of the item being serviced.

A unique identifying serial number for the item being serviced. Entering a serial number allows you to easily search / report on all jobs for a specific piece of equipment. You will be warned if another job has occurred for this serial number.

The serial number of the master unit this piece of equipment is linked to if applicable.

A text field for the location of the equipment on the site.

Populated with the last date the equipment has been serviced.

Text field, that can be used for tracking revision information or customised for something else.

Enter a unique asset number for this piece of equipment.

The usual hours allocated for servicing this item of equipment.

The usual rate charged for servicing this item of equipment.

The quantity of the item being serviced.

The type of job being carried out on the selected piece of equipment.

The service code assigned to servicing this piece of equipment.

Text field, that can be used for tracking version information or customised for something else.

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 description of the service requested for this item.

This tickbox can be used to note is the item has been serviced before.

Any additional notes.

3 different counters you can capture counters against the selected piece of equipment. If linked to a maintenance contract item, the counters accumulate against the history of the item.

Identifies the type of fault found on the selected Item.

The type of repair carried out on the selected Equipment item.

The date the item was serviced.

The invoice number the equipment being serviced was purchased under.

The date the equipment was purchased.

The length of time the warranty runs for.

Used to set the warranty period type such as monthly, weekly, annually, etc.

The date the warranty is valid until.

The warranty claim authorisation number.

The warranty claim type.

The vendor that supplied this equipment.

The country the equipment is made in.

This tab allows the entry and maintenance of Equipment Checklists.

Press the button to add a checklist selected in the dropdown next to it. Press the 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.

Contains the checklist items, their comments and results of associated services or processes.

Contains the item’s description form Code Maintenance.

Enter the comments here.

If the checklist item requires action to be undertaken, the result can be recorded here.

Details of each piece of equipment being serviced can be managed on the equipment page. You can add as many pieces of equipment as is required to a job.

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.

Pressing the 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:

Contract numbers resulting from this process are prefixed with “SJ” indicating the contract came from a Service Job.

[]

Many service businesses are involved in swapping out faulty items in the field. The basic workflow consists of replacing the faulty item with a similar item from a special Swap Out Equipment location. The faulty item is then taken back and placed into a Faulty Equipment location ready 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 to begin the swap out process. A Swapout Equipment dialogue will appear.

[] 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.

Click the Delivery Docket button to display the Dispatch page which allows you to enter and print delivery dockets for returned goods.

The consignment note number of the dispatch note.

The date that the goods were returned.

The courier that delivered the goods.

The Return Authorisation Number provided.

The number of cartons that will be delivered.

TSM will print out a label for each carton with the delivery details.

Print out a delivery docket with details of goods being returned.