Types tab on Screen Setup - HxGN EAM - Version 11.07.01 - Feature Briefs - Hexagon

HxGN EAM Hospitality Edition

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English
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HxGN EAM
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Feature Briefs
HxGN EAM Version
11.7.1

If the screen selected on the list view is equipment related, then the administrator can select equipment types that:

  • Will be used to filter the list view of the selected screen, for example only types related to the selected screen will be displayed on the list view of that screen.

  • Will be displayed in the equipment type dropdown of the selected screen when creating/updating equipment records. For example, only records of the types listed for the selected screen can be created on the selected screen.

  • Will be used to identify the screen the system jumps to, if a type is flagged as a default for the selected screen, when the Go to Selection link is clicked on the Structure tab for Equipment. For example, if the equipment record selected prior to clicking Go to Selection is an equipment type "motor" the system will first look to the Screen Setup screen to see if a screen has been identified as the default screen for the "motor" type. If so, the system will go to that screen versus the asset, system, or position screen.

  • An equipment type can be associated to more than one screen; however, each type can only be flagged as the default for one screen. The system must be able to identify only one screen to display when using the Go to Selection link on Structures tab for Equipment.

  • If Filter Type on the record view is not selected, then this tab is protected.

  • If additional equipment types are added for the OBTP (equipment type) entity and a field filter exists for the screen you wish to use the new equipment type, then you must add the new type to the field filter as well. In addition, you may need to add it to the WO Equipment Type filter as well (see WO Equipment Type section below).

If the screen selected on the list view is WO related, then the administrator can select WO types that will be used in the same ways as listed for equipment screens above except the rules will be applied to the selected WO screen.

  • If WO authorization is enabled and a WO type filter is applied, then the user must be authorized for the WO type, and it must be listed on the Types tab for Screen Setup for the selected screen.

  • If a WO type filter is applied, then this filter will override both the default WO type established at the user group level and the system default type for WO type "breakdown."

  • If a WO type filter is defined for the selected screen but one of the types is not flagged as the default type, then the WO type field will default to NULL in insert mode on the selected screen.

  • If Filter Type on the record view is not selected, then this tab is protected.

  • If additional WO types are added for the JBTP (job type) entity and a field filter exists for the screen you wish to use the new WO type, then you must add the new type to the field filter as well.

  • If EAM is integrated with HMS, then EAM work orders are sent to HMS via the integration. WO Type is mapped to the HMS work order field Reason. Therefore, only WO Types that exists as valid Reason codes in HMS can be used to create Service Codes. In this case the pre-delivered Types filter for the Work Order screen needs to be updated. Breakdown is not a valid Reason in HMS; therefore, it needs to be removed from the Types tab. See the Integration_EAM-HMS_Design document for details.