34 Overview to System Setup

This chapter contains these topics:

34.1 Objectives

  • To set up the information necessary to use the maintenance features within the Equipment/Plant Management system

34.2 About System Setup

Before you can use any of the maintenance features in Equipment/Plant Management, you must define certain information to customize the system for your specific business needs. This information consists of:

Information Description
Equipment information You can set up equipment information to establish system basics, such as:

  • Equipment and Fixed Asset constants

  • Next Numbers

  • Automatic accounting instructions (AAIs) that define the link between Equipment/Plant Maintenance and General Accounting systems
User defined codes Set up user defined codes to enter information to customize your system to your specific business needs. You can customize a wide variety of information using user defined codes.
PM information You can set up PM information to:

  • Define standard maintenance procedures

  • Create maintenance schedules

  • Define rules that govern when maintenance is performed
Work order information You set up work order information to provide the system with the information needed to process work orders according to your business needs. For example, you must:

  • Identify the managers and supervisors who are responsible for maintenance tasks

  • Determine the types of work order data that you want to track

  • Determine the steps through which a work order must pass
Maintenance planning information You set up maintenance planning information to:

  • Determine basic planning constants for each branch, such as the type of inventory commitment, the length of the work day, and so on

  • Set up the work day calendar

  • Determine the rules by which the system indicates a need for parts and labor resources

System setup consists of the following tasks:

  • Setting up equipment

  • Setting up user defined codes

  • Setting up PM schedule information

  • Setting up work orders

  • Setting up maintenance planning