Open the Equipment Card window.

Equipment

Equipment is defined as the assets upon which you want TAG to help create Work Orders upon. Housed under the Equipment Card section of the Main Menu are the options and parameters necessary for you to define and maintain the Equipment subject to your maintenance actions.

General Tab

ID – The value in this field is either a user entered number or a system generated value for the Equipment established in TAG. It becomes the identifier and the "key" for the Equipment throughout the TAG applications and database.

Description and Description 2 - For each Equipment component established in TAG, a meaningful description should be established. As searches may be performed for Equipment by No. or by Description, some thought should be given as to how each item is described.

Company ID No. - In this field enter an identifier, established by your company, for this Equipment.

Enterprise - Enter or select the Enterprise for the Equipment.

Region - Enter or select the Region for the Equipment.

Facility - Enter or select the Facility for the Equipment. The Address information (described below) for the Equipment will default to that specified in the Facility record.

Area - Enter or select the Area for the Equipment.

Line - Enter or select the Line for the Equipment.

Address, Address 2, City, State and Zip Code - These data fields are related to the Plant Location Code (PLC) described above. When you select or enter a PLC that is established in the system, this information will be shown. Therefore, when creating a new PLC, providing as much information as is available is recommended.

X Coordinate – The value for this field will be defaulted from the Plant, however it may be changed.

Y Coordinate – The value for this field will be defaulted from the Plant, however it may be changed.

Search Description – While you may search using the Equipment Description or by entering the Equipment No., the Search Description field allows you to establish a string of "words" to expedite locating the Equipment in TAG. In this field, enter any combination of letters, symbols, numbers or other values that are meaningful to you and will assist in finding the Equipment.

Fixed Asset Number – If you assign Fixed Asset numbers to the assets, enter or select the value at this point.

Equipment Group – If you use groupings to identify the Equipment, enter or select the value here.

Duty Type – This field may contain the values Continuous or Intermittent. The default value for this field is Continuous.

Duty Type Status - The Duty Type Status may be either Active, Idle or Down. The default value for this field is Active.

Deactivate Date Meter – When this option is selected and the Duty Type Status is changed to a status other than Active, the Order Generator will ignore any Date Meter Policies associated with this Equipment.

Ignore Date Meter Policies – When this option is selected, the Order Generator will ignore any Date Meter Policy associated with this Equipment.

Ignore Inventory Policies – When this option is selected, the Order Generator will ignore any Inventory Policy associated with this Equipment.

Planned Work Orders – This drill down enabled field is the number of Planned work orders currently existing for the Equipment.

Released Work Orders - This drill down enabled field is the number of Released work orders currently existing for the Equipment.

Finished Work Orders - This drill down enabled field is the number of Closed work orders currently existing for the Equipment.

Date Meter Policies - This drill down enabled field contains the number of Date Meter Policy Cards currently existing for the Equipment.

Service Agreements - This drill down enabled field is the number of Service Agreement records currently existing for the Equipment.

Sub-Assembly Exists – This field, created by TAG, indicates the existence of at least one sub-assembly for this Equipment level (see below). There is no limit to the number of sub-assemblies that can be created for your Equipment.

Level - Created by the system, this is a number representing the level of this component in the overall hierarchy of the Equipment. In TAG, Equipment can contain multiple components. A simple example of this would be a bicycle. Under the bicycle (Level 1) you can define the sub-assemblies that comprise the bicycle. Level 2 could represent the sub-assembly for wheels with Level 3 representing the components of wheel assemblies. Each Level can represent a unique set of maintenance requirements.

Source Tab

Returned – If this Equipment has been returned to you, perhaps after warranty repair by the manufacturer, use this check box to indicate that fact.

Return Date – Enter the date this Equipment was returned.

Credit Memo No. – This field is provided so you can enter the credit memo that was used to authorize the return of this Equipment.

Purchased From – Enter or select from a list, the vendor from which this Equipment was acquired.

Manufacturer – Enter the manufacturer from which this Equipment was acquired.

Model Number – In this field, record the model number for this Equipment.

Equip. Serial Number – The serial number associated with this Equipment should be recorded in this field.

Install Date – Record the date this Equipment was installed.

Warranty – If this Equipment has or had a warranty, click this box to indicate so.

Warranty Expiration – The date the warranty, if it existed, expired or will expire.

Service Tab

Rollover Point – Enter the value (Integer or Decimal) at which the meter will roll over.

Allow Rollover – If the Equipment has a meter associated with it and the meter is allowed to roll over, check this box.

Meter Type – Allows users to select or enter a Meter Type to be associated with the Equipment or the Sub-Assembly. The content of this field is for reference purposes only.

Date Last Serviced – Displayed in this field is the last date a maintenance order was completed for this Equipment.

Time Last Serviced – The time of day the last maintenance order was completed for this Equipment.

Cascade Meter Change – This field enables an action whereby the value of the Current Meter for each Sub-Assembly in the hierarchy is subject to an update calculation when a change occurs in the Current Meter value in the Equipment Card. When this field is ticked and when a change in the Current Meter field on the Equipment Card occurs, the numeric change is used to increment the Current Meter value in each Sub-Assembly when the Sub-Assembly allows such action.

Current Meter – If this Equipment has a meter, the current meter reading value is displayed here.

Date of Current Meter – If this Equipment has a meter, this field displays the date of the current meter reading.

Last Meter Service – If this Equipment has a meter, the meter reading when the last maintenance order was completed for this Equipment is shown.

Last Meter Service Date – If this Equipment has a meter, this field will contain the date the last maintenance order was completed for the Equipment.

Average Usage per Hour – The Average Usage per Hour is calculated by summarizing the data collected (Meter History) when a Released Order is Posted with a valid meter reading for the Equipment or Sub-Assembly. The data elements used to populate an entry in the Meter History table may come from the header of a Released Order, a step in a Release Order when a Work Procedure is used to create the step or from a change in the meter value for the Equipment or Subassembly Card. Using this data, TAG calculates a simple average (total usage over time divided by the number of observations) for the Average Usage per Hour field.

The Date/Time Option type selected for a Work Procedure may affect the Average Usage per Hour and Average Usage per Day field calculations. It is recommended the Use Work Date/Current Time type be selected for the Date/Time Option field when choosing Meter Reading or Meter Reset as the Input Type for the Work Procedure.

Average Usage per Day – The Average Usage per Day is calculated by multiplying the Average Usage per Hour by 24.

Out of Service - This Equipment has been placed in an Out of Service condition as the result of work starting on a Released Order.

OOS Date and OOS Time - These fields are populated with the appropriate values at the time work started on the Released Order.

OOS Order - The drillable identifier found in this field represents the Released Order causing the OOS status.

Estimated RTS (Date and Time) - The values found in these fields are calculated by TAG at the time work is started on the Released Order. This calculation is performed by adding the OOS Days, OOS Hours and OOS Minutes (found in the Released order under the Equipment Tab) to the System Time when the Begin Work Function is selected on the Released Order.

With the exception of the buttons located on bottom of the Technical Tab form, the user may define field descriptions. All of the data values provided for the field descriptions, defined by the user, are saved with the Equipment. However, these data elements are not used by the system for any purpose other than filtering and viewing.

Components Tab

As is the case with the Technical tab, with the exception of the drop down boxes at the bottom of this form, you control all of the field descriptions on this page. All of the data values provided for the field descriptions, defined by you, are saved with the Equipment. However, these data elements are not used by the system for any purpose other than viewing on this form.

Miscellaneous Tab

As is the case with the Technical and Components tabs, with the exception of the drop down boxes at the bottom of this form, you control all of the field descriptions on this page. All of the data values provided for the field descriptions, defined by you, are saved with the Equipment. However, these data elements are not used by the system for any purpose other than viewing on this form.

Budgets Tab

The data fields found under this tab contain manually entered values. TAG considers any Order that is manually created as Unplanned. Any Order generated via the Scheduler is considered as Planned work.

Planned Budget – Budget amount for Planned work for the current year.

Unplanned Budget - Budget amount for Unplanned work for the current year.

Prior Year Planned - Budget amount for Planned work in the prior year.

Prior Year Unplanned - Budget amount for Unplanned work in the prior year.

The values established in these fields are used by TAG to compare "actual" work performed (Finished Orders) to "budgeted" work to be performed on the Statistics (described below) form for the Equipment.

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See Also