Preventive Maintenance Business Process (BP) Line Items generate Work Order BP records. You can set up a Preventive Maintenance type BP (Preventive Maintenance Book) to create Work Order BP records for assets at periodic intervals according to the service needs of the asset.
The Work Order BP records refer to a Preventive Maintenance type BP (Preventive Maintenance Book) in order to view all the Work Order BP records for that Preventive Maintenance type BP (Preventive Maintenance Book).
The Business Process Updates log in Company Workspace allows you to set up updates from a PM Book Template to a PM Book record, at the Company level.
The following explains the following toolbar options:
Note: These options can be accessed through the Business Process Updates log window menu options.
- New
- Cancel Request
- Open
- Find
- View Details
The New option enables you to create new update requests from the PM Book Template type, and the log displays all the PM Book Template updates that exist at the Company level.
The drop-down list of the New option lists all the BPs of PM Book Template type that have been set up in the Company Workspace. If a BP is not Active, or it does not have Active setups, then the system does not include the BP in this list.
Note: If there are no BPs that have Active setups, the New option will be disabled.
When you select a BP from the New option list, the BP record selection window opens which enables you to select the source PM Book Template record for the update.
The BP record selection window contains the log elements/options that have been set in the Business Process Configuration.
The toolbar of the BP record selection window has the same option as the Data Picker window.
The Cancel Request option enables you to cancel a scheduled update. You can only cancel a request that has not started (i.e., you can cancel a record that is not stamped with a Start Date.). You can cancel multiple requests. After you cancel an update request, the system changes the:
- Status of the request to: Not Started
- Schedule option to: None
The Open option enables you to view the request details; however, depending on the status of a record, this option may not be available, as explained here:
- If the Status of a record is "Completed/In Progress/Error/Failed," then the log window has a Close option. In this case, you can only view the update request details.
- If the Status of a record is "Not Started/Not Scheduled," then the update setup window opens.
The Find option enables you to search for a particular request in the log, using the following search parameters:
- Name
- Source Business Process
- Source Business Process Record
- Status
Note: The logical operators are the same as in any String or Pull Down field.
The View Details option enables you to view the details of an update request. When you click this option, the system opens a report in PDF format that outlines the details of all of the PM Book records that were updated successfully and those that were not.
PM Book Record Update Window
After you select the source PM Book Template record for the update, the PM Book Record Update window opens which contains multiple tabs. These tabs are based on the PM Book Template design and are not query-based tabs.
Note: Depending on the design of the Asset Business Process in uDesigner, you may see other tabs (Detail Form tabs) in the PM Book Record Update window. For example, you can see Time Schedules tab, Gauge Meter Schedules tab, and so forth.
The following describes each tab in details:
- General tab
The General tab is fixed and has the following fields:
- Name (required)
- Description (optional)
- Source Business Process (read-only): The value in this field is the name of the PM Book Template Business Process.
- Source Business Process Record (read-only): The value in this field is the number of the PM Book Template record that is the source of the update.
- Schedule (block): This block has two fields (date and time picker) impacting the schedule of the update (Date and None). The date that you select must be greater than the current date and time.
- Main Form tab
The Main Form tab is fixed. The fields in this tab enables you to update the Upper Form field values of the PM Book record from the Upper Form field values of the PM Book Template record.
The Data Elements in the Main Form tab are based on the Data Elements that exist in the PM Book Template.
By default, all Data Elements are selected. Use the check box next to Data Element to select or deselect all other Data Elements.
The order of the fields are based on the Upper Form design.
Use the View Record Details option to open a read-only copy of a record. This is to assist the user with reviewing the existing values of the PM Book Template record.
- Detail Form tabs (Other tabs)
The Update PM Book Records window displays tabs based on the design of the Detail Form (uDesigner > Business Processes > PM Book Templates > Design Form). For example, if the Detail Form contains Time Schedules and Gauge Meter Schedules, then the Update PM Book Records window displays the Time Schedules tab, Gauge Meter Schedules tab, in addition to the fixed tabs (General tab and Main Form tab).
The Detail Form tabs enables you to select the Line Items that need to be updated in the auto-created PM Book records, form the PM Book Template.
The following elements are available in each Detail Form tab:
Line Items
From this block, you can specify the Line Items that you want to get updated in the PM Book records, from the PM Book Template. The Line Items block displays all Line Items that exist in the selected template record and includes the following information about each Line Item:
- Line No.
The line number of the Line Item in the PM Book Template. The line number in the PM Book record may not have a one-to-one connection with the line number existing in the BP Book Template.
- Short Description
- Line Item Details
Each Line Item has a View, hyperlink, option that enables you to view the Line Item details, in View only mode.
Data Elements - <name> tab
This section displays the list of applicable Data Elements. Use the Data Element check box to select/deselect all elements. The Line Items listed here exist in the auto-created PM Book record.
When an Asset auto-creates a PM Book record, the Line Items, and contents, are copied over from the PM Book Template record associated with the Asset. The system associates a unique "guid" for each of the Line Items in the PM Book record and maintains a reference to the Line Items in the parent PM Book Template record. Since such a reference exists, the Line Item in the parent PM Book template record is changed, and the corresponding Line Item in the destination PM Book record is updated by means of this Push update.
New line items can only be added to the Time based tab. If new Line Items are added to the PM Book Template record, you need to conduct a push to add the new Line Items to the PM Book record, as new Line Items. The Data Elements of the PM Book records are updated as part of this push.
If the Line Items do not exist in the auto-created PM Book records, then the system creates the Line Items. The new Line Item creation, in the PM Book records, follow the Line Item auto-creation logic, and the new Line Item creation does not refer to the Data Elements section of the tabs, at the time of update. The tab mapping that has been set in the design of the Asset BP forms the basis for copying over the field values in the PM Book records.
- Line No.