Defining positions - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1

Define your organization’s functional positions as equipment.

  1. Select Equipment > Positions.

  2. Click New Record.

  3. Specify this information:

    Organization - Specify the organization to which the position belongs if you use multi-organization security. The system automatically populates Transfer Date and Org.

    Position - Specify a unique code identifying the position, and then specify a description of the position in the adjacent field.

    If the AUTOANUM installation parameter is set to YES, the system automatically assigns the position number if the Position code is not specified.

    Department - Specify the position’s department. The system automatically populates GIS ID, Layer, Location X, Location Y, Map, and Map Org.

    Type - Specify the equipment type.

    Operational Status - Specify the operational status of the position.

    Equipment cannot be made operational if regulatory items exist with repairs needed. The checklist items for the equipment must have a resolution of Repair Completed or Temporary Repair with a Follow-up WO-Activity or Deferred Maintenance.

    Loaned to Department - Specify the department to which the\ position has been loaned.

    PM WO Department - Specify the department responsible for the PM work order.

    If the Department for the PM Schedules and Maintenance patterns work orders are blank, the PM WO Department will be used to generate works orders. Otherwise, the Department will be used.

    Status - The system defaults Status to Installed. This value cannot be changed.

  4. Specify the Class, Category, and Cost Code for the position.

    If you specify a category for which calibration data has been defined, the system copies the calibration and test point data to the position.

  5. Specify this information:

    Production - Select this check box if the position is used in production.

    Safety - Select this check box to observe safety precautions when working with this position.

    Profile - Specify the profile on which to base this equipment record.

    Out of Service - Select this check box if the position is not used.

    Prevent WO Completion - Select this check box to indicate that work orders for this position should not be closed.

    Current Workspace - Optionally, specify the current workspace of the position.

  6. Specify the EMRS codes for the System Level, Assembly Level, and Component Level.

  7. Specify this information:

    Commission Date - Specify the installation date for the position.

    The Commission Date defaults to the current date when you create a position.

    Assigned To - Specify the person responsible for the position.

    Meter Unit - Specify the position’s primary unit of measure.

    Criticality - Specify a criticality code to indicate the relative importance of the position to the overall production of goods or services for your organization.

    cGMP - Select this check box to indicate that the equipment is subject to cGMP standards.

    Sold/Scrap Date - Specify the date on which the asset is sold or scrapped.

    Dormant Start - Specify the date on which the dormant period for any PM work orders for the equipment begins.

    Dormant End - Specify the date on which the dormant period for any PM work orders for the equipment ends.

    Reuse Dormant Period - Select this check box to use the same specified dormant period for any PM work orders for the equipment on an annual basis.

    Track Resources - Select this check box to track the resources directly related to this position.

    Set - Specify a set with which to associate the position.

    Set Position - Specify the position of the set.

  8. Specify the Original Receipt Date, Latest Receipt Date, Original Install Date, and Latest Install Date.

  9. Optionally, specify this information:

    Checklist Filter - Select the checklist filter.

    Size for Tolerance - Specify the size tolerance for the position.

    Temperature Monitored - Select this check box if the equipment has temperature monitoring capabilities.

  10. Specify this information:

    Documoto Book ID - Specify a specific Documoto Book with which to associate the position.

    Manufacturer - Specify the manufacturer of the position.

    Serial Number - Specify the serial number of the position.

    Model - Specify the model of the position.

    Revision - Specify the revision of the position.

  11. Optionally, specify the Hardware Version, Software Version, Purchasing Asset ID, Biomedical Asset ID, UMDNS Code, OEM Site/System ID, Vendor, and Coverage Type.

  12. Specify this information:

    Variable 1, Variable 2, Variable 3, Variable 4, Variable 5, Variable 6 - Specify the variables of the position.

    Calendar Group - Specify the calendar group for the position. The system automatically populates Calendar Group Org.

    Penalty Factor - Specify the penalty factor for the position.

    Minimum Deduction/Currency - Specify the minimum deduction allowed.

    Asset - Specify the asset for the position.

    Dependent - Select the check box if the position is dependent upon the Asset.

    Cost Roll-up - Select the check box if costs should roll up to the Asset.

    Location - Specify the location of the position.

    Parent Position - Specify the parent position.

    Dependent - Specify if the position is dependent upon the Parent Position.

    Cost Roll-up - Select this check box if costs should roll up to the Parent Position.

  13. Specify the Equipment Length, Equip. Length UOM, Linear Ref. UOM, Ref. Precision, Geographical Ref., Inspection Direction, and Flow.

    The Equipment Length Override check box will be selected if the specified Equipment Length is different than the length calculated based on the From Point and To Point.

  14. Specify this information:

    The values of the FCI details should be specified based on the planning budget and investment figures from a third party audit.

    Cost of Needed Repairs - Specify the cost of necessary repairs. The system automatically populates the currency.

    Replacement Value - Specify the current replacement value for the equipment. The system automatically populates the currency.

    Facility Condition Index - Specify the resultant FCI based on the maintenance details. Cost of Needed Repairs/Current Replacement Value equals FCI.

    Utility Bill Level - Select this check box to mark the asset as having capabilities to record utility bills.

    GAS Tracked - Select this check box to set the equipment as GAS (Global Asset Sustainability) Tracked.

    If data exists on the Design Consumption or Actual Consumption forms, the equipment must remain as GAS Tracked.

    Facility - Select this check box to add the facility record in the ENX Suite list of facilities.

    Facility is available for Oracle installations only.

    Floor Area - Specify the floor area, and then specify the unit of measure for the floor area.

    Estimated Revenue - Specify the estimated revenue the piece of equipment can generate.

    Region - Specify the region for the equipment. The system automatically populates Region Org.

    Country - Specify the country.

    Country is available for Oracle installations only.

    Primary Use - Specify the primary use for the equipment.

    Year Built - Specify the year built for the equipment.

    Service Life (years) - Specify the service life of the equipment.

    Lock Reliability Ranking Values - Select the check box to lock the reliability ranking values for the equipment on the Ranking Survey tab of the Equipment screen.

    If Lock Reliability Ranking Values is selected, the system will not allow the user to modify the reliability survey answers and calculate reliability ranking values for the equipment. The system also prevents the selection of equipment for update on the Batch Update Equipment Ranking Values form.

    Reliability Ranking - Specify the reliability ranking code for the equipment. The system automatically populates Reliability Ranking Index, Reliability Ranking Score, Reliability Ranking Values Out of Sync, Reliability Ranking Values Last Calculated, Reliability Survey Last Updated, and Reliability Ranking Setup Last Updated, after answering the reliability survey.

    Correction Condition Score - Specify the correction to the condition score.

    Correction Reason - Specify the reason for the correction of the condition score.

    Correction Date - Specify the date at which the correction of the condition score takes effect.

    Correction Usage - Specify the usage at which the correction of the condition score takes effect. This field is required if the Correction Condition Score and Meter Unit fields are not blank.

    Service Life Usage - Specify the service life of the equipment based on its usage.

  15. Specify this information:

    Vehicle Type - Specify the vehicle type.

    Reservable Equipment - Select this check box if the position can be reserved.

    Contract Equipment - Select this check box if the position is contract equipment.

    Contract Template - Specify the template used for the contract.

    Customer - Specify the rental customer.

    Availability Status - Specify the availability of the position.

    Issued To - Specify to whom the position is issued.

    Reservation Calendar Owners List - Specify the approval list for the Reservation Calendar Owner.

    Reservation Calendar Owner - Specify the reservation calendar owner who can edit equipment reservations.

    Rental Template - Specify the template used for the rental reservation.

    Target Power Factor - Specify the target power factor that has been determined for the asset.

    Target Peak Demand (W) - Specify the target peak demand in watts for the asset.

    Start Billing Period - Specify the date that the billing period begins. The Peak Demand measurements are relevant after this date.

    The Peak Demand alert will update this field based on the specified Bill Every, but manual changes may be required depending on the actual utility invoices received.

    Bill Every - Specify the length of the interval of time to pass before the system expects the next bill, and then select the unit of measure in the adjacent field.

    Eff. Loss 1% Phase Imb. - Specify the efficiency loss per 1 percent imbalance.

    Eff. Loss 2% Phase Imb. - Specify the efficiency loss per 2 percent imbalance.

    Eff. Loss 3% Phase Imb. - Specify the efficiency loss per 3 percent imbalance.

    Eff. Loss 4% Phase Imb. - Specify the efficiency loss per 4 percent imbalance.

    Eff. Loss 5% Phase Imb. - Specify the efficiency loss per 5 percent imbalance.

    Performance Manager - Specify the energy performance manager who is responsible for the equipment.

    Electric Sub-meter Interval - Specify the length of the interval of time in minutes indicating how frequently the electric sub-meter is read.

    Electric Usage Threshold - Specify the current in amps above which the equipment is considered running or on.

  16. Optionally, specify this information:

    Lockout/Tagout - Select this check box if the system equipment complies with OSHA regulations on lockout/tagout procedures. This regulation ensures machines are properly shut down and that they do not start again until service or maintenance on the machine is completed.

    Personal Protective Equipment - Select this check box if OSHA requires the use of personal protective equipment when operating the equipment to reduce exposure to hazards or injury.

    Confined Space - Select this check box if the equipment is located in an area defined as a confined space as per OSHA regulations.

    Statement of Conditions - Select this check box to indicate the system relates to the Statement of Conditions as required by The Joint Commission.

    Building Maintenance Program - Select this check box to indicate the system equipment is inventoried in the building maintenance program.

    HIPAA Confidentiality - Select this check box to indicate the equipment contains confidential patient health information and the equipment must comply with regulations.

  17. Specify the Ownership Type, Inventory Verification Date, Equipment Value, Purchase Order #, Purchase Date, Purchase Cost, and Disposal Type.

  18. Click Save Record.

  • The system automatically populates Equipment Configuration, Equipment Configuration Org., and Equipment Configuration Revision.

  • If a review has been performed on the Safety tab, the system automatically populates Safety Date Review Required and Safety Reviewed By.

  • If a review has been performed on the Permits tab, the system automatically populates Permit Date Review Required and Permit Reviewed By.

  • If a review has been performed on the LOTO tab, the system automatically populates LOTO Date Review Required and LOTO Reviewed By.

  • Click Linear Equipment Search to locate linear equipment for the selected position.