Maintaining Functional Processes

The Functional Process portal is used to display and maintain functional processes.

Refer to About Functional Processes for more information.

You can access the portal from Menu, select Asset Management, and then select Functional Process. You are brought to a query portal with options for searching for a specific functional process. Once the functional process has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

• Functional Process: This zone displays general information about the functional process.
• Functional Process Location: This zone lists the asset locations, with an indicator if child locations are included, associated with the functional process.
• Attachments: This zone enables users to manage all types of attachments for the functional process record.

The following zones may appear as part of the Maintenance tab page:

• Maintenance Trigger: This zone displays a list of maintenance triggers for the asset locations associated with the functional process. Broadcasting a maintenance trigger populates the Activity History zone search fields to display the PM work orders for that trigger at that asset location and for that asset.
• Asset List Maintenance Trigger: This zone displays a list of location specific maintenance triggers where the asset’s location is present on a template work order identified on the PM trigger. Also, broadcasting an asset list maintenance trigger populates the Activity History zone search fields to display the PM work orders for that trigger at that asset location and for that asset.
• Work Creation: This zone enables work to be created for the asset location associated with the functional process.
• Activity History: This zone provides a list of all the activities that have been performed at the asset location over the life of the asset for this functional process. This zone also displays a filtered list of activities once the user broadcasts a line from the Maintenance Trigger zone or from the Asset List Maintenance Trigger zone.

The following zones may appear as part of the portal’s Statistics tab page:

• Functional Process Cost Summary: This zone displays a summary of the actual maintenance, renewal, and operational costs per expense category for the functional process. Cost data is segregated based on cost category and broken down by Month To Date, Year To Date, and Lifetime costs.
• Functional Process Period Cost: This zone displays the actual maintenance and renewal costs which have been charged to the associated asset locations for the functional process for a specified period by From and To date.