Path: Organization > Equipment > Equipment Make/Model
The Equipment Make/Model window allows you to create a standardized set of information, including PMs, that applies to any record for Equipment of the same Make and Model or the same Type and Subtype. It can also be used to track and report on all items that fall within categories of interest to Regulatory Agencies.
Use Equipment Make/Model when you purchase or own identical Equipment items, i.e., they have the same Make and Model or Type and Subtype. You can associate each Equipment record with a Make/Model record, which then populates fields on each of the related Equipment records with information taken from the Equipment Make/Model window. Thereafter, when information on the Equipment Make/Model window is changed, the information is also changed on the related Equipment records.
Using information stored in the Equipment Make/Model window, you can maintain the following:
- PM Specifics
- Risk Factor
- Cost and replacement information
- Service dates
- Manufacturer Production (In Production and Out Production)
- SOP numbers and related Regulatory Category
- List of Equipment to which this Make/Model is applied
The Equipment Make/Model window accommodates PMs and Risk Factor as well as a list of Equipment records for any items linked to this Make/Model.
You have the option of classifying Equipment by Manufacturer/Model or by Type/Subtype. The functionality is the same, but the Manufacturer and Model # fields are hidden when you select Type/Subtype. Once an option has been selected and the record saved, the radio buttons and related Make/Model or Type/Subtype fields cannot be changed.
- Click Add on the WebTMA toolbar.
- Select either the Type/Subtype or Manufacturer/Model radio button
- Complete the required fields. Note: The Make and Model # or Equipment Type and Sub-Type fields in combination must be unique to the data base in order to save the record.
- Include information in as many elective fields as applicable. See definitions below for Production and Service date fields.
- Click the Repair Centers Tab and select applicable RCs.
- Complete Risk Factor and PM Tabs if needed.
- Click Save on the WebTMA toolbar.
In Production is the date the manufacturer started producing the item.
Out Production is the date the manufacturer stopped providing service or parts for the item.
In Service is the date the item was put in service at your facility.
Out Service is the date the item was taken out of service at your facility.
If you edit and change the contents of a field on an Equipment Make/Model window, the changed content is applied to every linked Equipment record.
When you edit the Equipment > Equipment Make/Model record and click Save, a message alerts you with a reminder that changes made to the listed field(s) will update associated fields in all linked Equipment records. You have the option to cancel if you don't want to change all records.
Fields that trigger this warning are: Make, Regulatory Cat*, SOP #*, and Risk Level. If you have manually entered the Risk Level for an individual Equipment record, other changes from the Make/Model window are applied to the record, but the Risk Level is not affected.
Click OK on the message to apply the changes to the associated records.
Click Cancel to revise or rethink the action.
* Check boxes adjacent to the Replacement Cost, SOP #, Life Expectancy, and Regulatory Cat fields can change the 'ownership' of the field. When checked, the Make/Model window owns the data and any attempts to change the contents trigger the warning that it will update all linked Equipment records. If the check box is clear, information in the related field on the Equipment window can be changed without affecting other Equipment Make/Model records.
The Risk Factor Tab is a convenient way to specify the Risk Level for an Equipment item record; however, it does not relate to risk levels for PMs.
To complete the window, select a pre-defined value in the Risk Formula field. These formulas are designed using Lookups > Risk Factor Formula. If the Equipment Make/Model check box is marked on the Lookups > Risk Factor Formula window, the formula is available for selection here. You can change the settings that apply to this particular Make/Model to calculate the Risk Level.
WebTMA uses the following hierarchy to determine the Risk Level for an Equipment item:
- Equipment Record (entered manually or calculated from the record)
- Device Types
The system looks first to the item record. If a Risk Level is not available, the next record checked is the Equipment Make/Model window, and finally the Lookups > Device Types record.
Although new Equipment records associated with Make/Model default to the Risk Level calculated on this Tab, you can change it manually on the individual record.
The fields and process used to establish PM criteria for the Equipment Make/Model / PMs Tab are similar to adding PMs to the Task or Equipment windows. It is convenient to use the Make/Model record because the PMs can be applied automatically to new Equipment records. It can also be applied when you add a Base PM Date to existing item records if desired.
Click the Add PM link, and make your selections on the PM Schedule Entry flyout.
Be sure to add a Risk Level number
The PM lines on the Equipment Make/Model / PMs Tab are ranked by the Risk Level you have assigned to the PM line.
WebTMA compares the Risk Level on each PM line item to the Risk Level on Equipment records that are associated with this Equipment Make/Model record.
The only Make/Model PM lines that are transferred to a given Equipment record are lines with a Risk Level that matches the Risk Level on the Equipment / Identity Tab.
The Calendar Schedule Section on the PM Schedule Entry flyout is used to determine the PM frequencies. Rather than attempting to match arbitrary dates across different windows, you set an Offset amount. WebTMA recommends that you use a zero (0) Offset for a Year regardless of the Due Every settings to assure that the related PM schedules generate correctly in the future. The Base PM Date, a reference date for Make/Model PMs, is found in the Equipment > Records / Identity–Dates Section.
If you also use the optional General Inspections module, you can automatically set up a General Inspection using a Make/Model PM Schedule. Details about this feature are found at General Inspections and Equipment Make/Model.
The read-only Equipment Tab for Equipment Make/Model lists all active Equipment items that are associated with the Equipment Make/Model record.
At least one Repair Center is required for each Equipment Make/Model record. The Repair Centers for Make/Model types also act as a filter, so you can see only the Make/Model records that are associated with the Repair Centers you have access to.
When you save an Equipment Make/Model record, the combination of the following must be unique; otherwise, WebTMA pops up a warning message. Be sure the following (in combination) are unique:
- Model #
- Device Type
- List of Repair Centers
Use the Requirement Tab to add Parts to the Required Parts Section or add needed training to the Required Training Section.
WebTMA checks the Required Training Section when you add or edit a schedule line from the Work Order / Schedule Tab or when a Request is converted to a Work Order from either Request Log using the Accept button or from Transaction > Batch Validation. If the scheduled Technician has not completed the required training, you receive an alert.
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