Group Common Tabs - WebTMA 5

Contractors Tab

Use this window to associate contractors who perform work with a structure record such as Division, Region, Facility, Building, and Entity or an item record such as Asset, Vehicle, Equipment, Biomed Equipment, and Group.

How to Add a Contractor to a Record

To associate contractors who perform work with a structure (e.g., facility, building, entity, etc.) or an item (asset, equipment, vehicle, etc.), follow these steps.

1. Click the Contractors Tab.
2. Click Edit on the WebTMA toolbar.
3. Click the Add Contractor link at the top of the grid.
4. Select the Task Type on the Contract Entry popup window.
5. Click the check box for the desired contractor line item or items.
6. Click the Add Selected button and close the Contract Entry window.
7. Click Save on the WebTMA toolbar.

Cost Tab

The Cost Tab on many location and item records displays the accumulated costs, both current and historical, relating to the record. It is a read-only window.

Charges accumulate on this window as they are incurred. The values are not dependent on posting charges.

The Year-to-Date values are for your fiscal year and are based on your Fiscal Year setting in Admin > Client Info / Preferences.

PMs Tab

The PMs Tab contains a list of all PM tasks assigned to the module as well as fields that are used to determine the PM schedule.

When you review PMs for a specific record, you can see the details for the PM, for example, the PMs that have been scheduled, the next scheduled date, and the interval between PMs.

The details about a PM are based on task information from Organization > Task > PMs Tab where you can also assign items to the task. If you use the Task / PMs Tab to assign items, the information is included on the individual item's PMs Tab. You can make adjustments to the PM details from either the Task or the item windows. The changes are reflected in both modules.

The document titled Preventive Maintenance gives full details about the PM decisions such as when to use fixed, floating, metered, non-metered, or dual PMs.

NOTE:  The Meter Based section of the PMs Tab is only found on the individual item records. Since one item can have more than one meter, this arrangement assures the proper meter is used for the PM.

How to Add PMs to a Record

Path: Organization > [ITEM] > Records / PMs Tab

The Equipment, CE Equipment, Areas, Entities, Groups, Vehicles, Assets, Facilities, Buildings, Floors, or Tools windows include a PMs Tab. You can create or modify PMs for the individual record from this window. Information added to a record is also added to the Task / PMs window. Remember that metered PMs can only be set from the item's PMs Tab.

1. Open the PMs Tab on the window of your choice.
2. Click Edit on the WebTMA toolbar.
3. Click the Add PM link at the top of the grid.
4. Locate the appropriate task using choices on the Item Selection popup window.
5. Click the Add Selected button on the popup, and Close the window.
6. Complete the required fields and any elective fields needed.
7. Click the Apply To Checked link at the upper right of the grid.
8. Click Save on the WebTMA toolbar.

Be certain to click the Apply To Checked link; otherwise, your changes are not saved.

How to Edit PM Details

If you wish to change the task code, you can edit or double-click the line to change from one task code to another.

Details on the PMs Tab of Equipment, Areas, Entities, Groups, Vehicles, Assets, or Tools windows can be changed when you add a PM, or you can change them later. If you have only one PM task on an item window, the default display shows the details for the PM.

Information added to a record is also added to the Task / PMs window for that item. The most recent changes made on either the item or Task / PMs window are reflected in both modules.

1. Open the PMs Tab on the window of your choice.
2. Click Edit on the WebTMA toolbar.
3. Click the Modify link at the top of the grid.
4. Mark the check box and click the desired line item in the grid.
5. Modify any of the fields in the lower section of the window.
6. Click the Apply To Checked link at the top of the grid.
7. Click Save on the WebTMA toolbar.

Be certain to click the Apply To Checked link; otherwise, your changes are not saved.

How to Add Meters to Item PMs Tab

Path: Organization > [Item] > Records / PMs Tab

Meters can only be added to the PMs Tab of the individual item record. The difference between the Task / PMs Tab and the Item PMs Tabs is the additional Meter Based Subtab.

An item can have more than one meter assigned; therefore, the meter based fields are available only from the individual item records.

On an item PMs Tab:

1. Click Edit on the WebTMA toolbar.
2. Select a line item.
3. Complete the Meter Based fields defined below.
4. Click the Apply To Checked link at the top of the grid.
5. Click Save on the WebTMA toolbar.

Required Fields

Assigned Meter – a meter associated with an item. Unless you add meters to the Meters Tab of an item record, you cannot create a meter based PM.

Meter Interval – the numeric interval between PMs. For example, if oil changes are to occur every 3000 miles, then 3000 is entered in this field.

Next PM Meter – the meter reading when the next PM is due.

Percent Margin – since it is difficult to perform a PM exactly when a meter reaches the average count, this number is the allowable margin such as 5% used to determine the next PM.

Elective Fields

Last PM Meter – a read-only field that displays the meter reading at the last PM.

Projected Next Date – enter the date that you estimate the next PM meter reading will be reached.

Meter calculation when WO completes – mark the check box if you want the Next PM Meter value to be recalculated based on the Reading entered when the PM work order is closed.

The calculation adds the Reading to the required Meter Interval when you enter readings from either the Quick Post Meters window or when you click Post Meter Reading on the Work Order Action Menu.

Example:

Meter Interval = 1000 and Last PM Meter = 2000, which would make the Next PM Meter = 3000.

HOWEVER, the PM is performed at 500. With this check box marked, the Next PM Meter value is recalculated as 3500.

Repair Centers Tab

Use the Repair Centers Tab to associate one or more repair centers with a record. Most windows have a Repair Centers Tab.

You are reminded to assign a repair center if you attempt to save a new record without selecting at least one repair center, because, without a linked repair center, no one can view the record or assign work to the item. Only users assigned to the named repair center(s) can see and use the record.

When WebTMA displays the reminder, the Repair Centers Tab opens to facilitate making your selections.

How to Affiliate a Repair Center with a Record

You can add as many repair centers as needed to a record. The following instructions are for an existing saved record. If you are creating a new record, click the Repair Center Tab and go to step 4.

1. Locate the record.
2. Click the Repair Center Tab.
3. Click Edit on the WebTMA toolbar unless you are in Add mode.
4. Click the Add Repair Center link at the top of the grid. This opens the Add Repair Center popup window.
5. Click the check boxes of all applicable repair centers. Tip: To select All repair centers, click the check box adjacent to the label Repair Center Code.
6. Click the Save button on the popup window.
7. (Optional) Click the Preferred check box of the repair center that usually performs work on the item.
8. Click Save on the WebTMA toolbar.