5 Search for Equipment Information

This chapter contains this topic:

5.1 Searching for Equipment Information

You can use Equipment Search to locate any piece of equipment. For example, if you need to transfer a piece of equipment, but you don't know its identification number, you can locate the equipment by entering the equipment's description on Equipment Search. You can also use the other equipment information that you know, such as equipment status or location, to search for all pieces of equipment that share the same characteristics.

Use Equipment Search to complete multiple tasks with a single piece of equipment. For example, after you locate a piece of equipment, you can access the Completed PM program directly from Equipment Search, without returning to the Equipment/Plant Maintenance menu.

Searching for equipment information consists of the following tasks:

  • Searching for equipment by field

  • Searching for equipment by query

Some of the tasks that you can perform from Equipment Search include:

  • Updating equipment master information

  • Reviewing location information

  • Entering equipment messages

  • Reviewing component relationships

  • Accessing cost summary information

  • Creating location tracking information

  • Revising supplemental data

  • Reviewing parent and component history information

The following graphic illustrates the criteria by which you can search for equipment, and many of the features that you can access directly from Equipment Search.

Figure 5-1 Equipment Search Criteria

Description of Figure 5-1 follows
Description of "Figure 5-1 Equipment Search Criteria"

5.1.1 Before You Begin

5.1.2 What You Should Know About

Topic Discussion
Alternate formats Use the function keys to toggle the information that displays on Equipment Search without having to access the detail portion of the screen.

For example, one format displays the equipment number, equipment description, and job number. To view the Remark field, you must choose Full Detail. The other format displays the equipment description and Remark field, but you must select Full Detail to view the equipment number.
Query search mode Use the function keys to toggle between field search and query search mode.
Parent and component relationships Pieces of equipment that are components of parent equipment appear indented on Equipment Search. Depending on your search criteria, indented entries are not necessarily the components of preceding entries.
Multi-language searches You must use the Lng (Language) field to search for equipment descriptions in multiple languages. The system searches for descriptions in your preferred language unless you indicate a different language in this field.

5.1.3 Searching for Equipment by Field

Navigation

From Equipment/Plant Management (G13), choose Equipment Information

From Equipment Information (G1311), choose Equipment Search

When you search for equipment by field, you can locate groups of similar equipment or individual pieces of equipment. The more fields you complete on the search screen, the closer you narrow your search to a specific piece of equipment.

For example, if you need to see a list of all of your company's backhoes, you can enter as much information as you know about the backhoes. The system searches the equipment information databases and displays all equipment that meets the criteria that you enter in the fields.

To search for equipment by field

On Equipment Search

Figure 5-2 Equipment Search screen

Description of Figure 5-2 follows
Description of "Figure 5-2 Equipment Search screen"

To search for equipment, complete any combination of the following fields:

  • Skip to Item Number

  • Company

  • Depr Cat Cd (Depreciation Category Code)

  • Equip Status

  • Description

  • Responsible BU

  • Location

  • Inventory Number

  • Category Codes 01 - 10

Field Explanation
Equip Status A user defined code (12/ES) that identifies the equipment or disposal status of an asset, such as available, down, or disposed.
Inventory Number A number that the system assigns to an item. It can be in short, long, or 3rd item number format.

Form-specific information

This is a number assigned in the Inventory Management system that identifies equipment repair parts, parts lists, and routings that relate to this asset or piece of equipment. For example, the number could identify a replacement part for which inventory is maintained.

This number could also identify the parts list and routing used to maintain this piece of equipment.

Note: This number is informational only and is edited against the Inventory Master.

5.1.4 What You Should Know About

Topic Discussion
Using category codes and equipment status If you do not want the system to limit the search by category code or status, you must enter an asterisk (*) in the category code fields or the equipment status field.

For example, if you enter an asterisk in the Category Code field for Major Equipment Class, the system searches for equipment from all major equipment classes that also meets the other search criteria that you specify.
Using an asterisk in a search field When you enter an asterisk (*) in one of the category code fields or the Equipment Status field, the system locates all equipment with any value in those fields.
Searching for equipment by parts list You can narrow your search to pieces of equipment that use the same parts list by entering the number of the parts list in the Inventory Number field.

5.1.5 Searching for Equipment by Query

Navigation

From Equipment/Plant Management (G13), choose Equipment Information

From Equipment Information (G1311), choose Equipment Search

You can perform a query search using characters that represent only partial information. Use an asterisk (*) to perform a wildcard query. For example, if you enter CAT* as the query, the system searches the Asset Master and Supplemental database. The system retrieves all equipment that include a word that begins with CAT in the Description fields, or any of the category code fields, such as Category, Caterpillar, and so on.

To search for equipment by query

On Equipment Search

  1. Complete the following field:

    • Description

    Enter characters that might exist in any of the following Equipment Master fields: Description, Category Code, AFE Number and Remark fields. You can also enter characters that might exist in any of the following Supplemental Data fields: User Defined Code, Narrative Text, and Remark.

  2. Choose Query Search.

    You remain in Query Search mode until you toggle to regular search mode.

5.1.6 What You Should Know About

Topic Discussion
Query searches using supplemental data If you want to perform query searches based on information in the supplemental data database, you must indicate so when you define the supplemental data types.

See Section 35.3, "Setting Up Supplemental Data".