Open the DateMeter Subform window.

Date Meter Policies

Through the Date Meter option you may define General data elements, Steps, Equipment, Personnel, Tools, OSPs, Consumables, Items, Skills, Certifications, Attachments and the Date and/or Meter "trigger" point used for evaluation.

General Tab

The Date Meter form is divided into two segments. The top segment changes based upon the tab selected. The bottom segment remains the same no matter which tab is selected and is used to define Steps.

No. – The number of the Date Meter Policy. The numbers are typically system generated as defined on the "No. Series" tab of Controls Setup form.

Description/Description 2 – A description of the Date Meter Policy.

Standard Time – This field is the total of the Standard Time in the Steps contained in the Date Meter Policy.

Estimated Time – This field is the total of the Estimated Time in the Steps contained in the Date Meter Policy.

Allow Duplicates if Newest – This group of fields allows you to control duplicate generation of entries in the Order Worksheet. The value found following each field is the expression of calendar days. When the Order Worksheet > Functions > Evaluate Policies options is selected, each Date Meter Policy is evaluated to determine if a trigger point has been reached. If the trigger is reached, TAG looks to see if a Work Order exits that was generated by this Policy. If there is a matching Work Order, the days specified in these fields are used to determine if the existing Work Order is older than the value specified. If it is older, then a new entry is placed in the Order Worksheet. A 0 value in these fields indicates no duplicates are allowed.

• Released Order Older Than Days – The number of days for Released Orders.

• Planned Order Older Than Days – The number of days for Planned Orders.

Member of Group – Date Meter Policies may be grouped. When grouped, the Policies are evaluated by the Order Worksheet > Evaluate Policies function differently than when a Policy is not in a group.

Priority – Use this field to select the Priority.

Job No. – Link the Policy to a Navision Job through this field.

Maint. Type – Select the Reason Code for the Policy.

Reason Code – The Reason Codes are user defined and selected from the Reason Codes table.

Problem Code – Select the Problem Code for the Policy.

Order Type – Select the Order Type for this Policy.

Status – Select a Status Code to the Policy.

Work Code – Select the Work Code for the Policy.

Blocked – Use this field to Block a Date Meter Policy. Once blocked, the Policy will be ignored by the Order Worksheet function or Evaluate Policies.

Assigned Tab

The fields on the Assigned Tab allow you to assign a personnel or an OSP to the Policy. The assignments made here will be used when a Work Order is generated. The Technician Code, Supervisor Code and OSP No. fields are drillable fields.

Equipment Tab

The Equipment ID entered or selected on the Equipment Tab will be used to populate the Equipment Description/Description 2, Company ID No., Equip. Serial No., Enterprise, Region, Facility, Area and Line. The Facility Description and Contact information are retrieved from the Facility Card.

Values Tab

Date Meter Type – The Date Meter Type may be Date, Meter, Either or Both. The type defined allows you to control date or meter or combinations to be used. If you select Date as the type, the Meter fields are not available for input. When Meter is selected, the Date fields are not available for input. Selecting the type of Either or Both makes both Date and Meter fields available for input. In addition, the Date Meter Type determines which data fields are evaluated by the Functions > Evaluate Policies option in the Order Worksheet.

Date Scheduling – The fields in this grouping are used by the Order Worksheet > Functions > Evaluate Polices when the Date Meter Type is Date, Both or Either.

• Activate Date – When checked, this check box is used by the Order Generator > Functions > Evaluate Policies to determine if the Date Scheduling Policy is eligible to be considered. If this box is not checked, the evaluation will ignore the Policy Card.

• Occurrence Interval – This field is used to establish the frequency on which to trigger the service specified in the Date Meter Card. All standard Navision abbreviations (1d = one day, 1w = one week, 1m = one month, 1y = one year, etc.) are available as input into this field.

• Next Service Date – This field is calculated or may be entered. It is calculated by adding the Occurrence Interval to the Last Service Date values. If the Last Service Date is blank (for a new entry or equipment that has never been serviced) it is assumed to be the system date when the Policy Card is created. When a Released Order is closed, this value is recalculated using the system date of the closure as the Last Service Date.

• Last Service Date – The system date at which the Date Meter Card as updated by closing a Released Order.

• Last Service Time – The system time at which the Date Meter Card as updated by closing a Released Order.

Meter Scheduling – The fields in this grouping are used by the Order Worksheet > Functions > Evaluate Polices when the Date Meter Type is Meter, Both or Either.

• Activate Meter – When checked, this check box is used by the Order Generator > Functions > Evaluate Policies to determine if the Meter Scheduling Policy is eligible to be considered. If this box is not checked, the evaluation will ignore the Policy Card.

• Meter Type – Use the list provided when you click this field to select the meter type. The values in the Meter Type table are those established when setting up TAG.

• Occurrence Interval – The numerical value used by TAG in determining if a Date Meter Card is to be placed in the Order Generator work sheet.

• Next Meter Service – The value in this field is calculated by adding the Occurrence Interval value to the Last Service Meter value. When a Released Order is closed, this value is recalculated using the values provided by the user for the Current Meter value.

• Last Service Meter – The value of the meter at the Posting of the last Released Order. The Last Service Meter reading may also be manually entered to establish or override the value for just this Policy. Note that, by doing so, the Last Meter Service value on the Service tab of the Equipment Card will NOT be updated. This is due to the fact that the Last Meter Service value on the Equipment Card is intended to reflect the meter reading associated with the most recent Finished Maintenance Order. In order to cause this field to be updated in both places, a Released Order should be processed with this value recorded therein.

• Last Meter Date – The system date when this Events Controls was updated by closing a Released Order.

• Current Meter – The value from the Equipment Card > Service Tab field.

• Current Meter Date – The value from the Equipment Card > Service Tab field.

Tracking Tab

Creation Date – Date this Policy was created.

Created By – The User ID that created this Policy.

Last Modified Date – Date this Policy was last changed.

Last Modified By – Who last changed this Policy.

Planned Work Orders – The number of Planned Work Orders that currently exist as a result of the Date Meter Policy. By clicking this field, you may drill down to view the details of each order.

Released Work Orders – The number of Released Work Orders that currently exist as a result of the Date Meter Policy. By clicking this field, you may drill down and display the details of each order.

Closed Work Orders – The number of Closed Work Orders that currently exist as a result of the Date Meter Policy. By clicking this field, you may drill down to see the details of each order.

Lead Time Tab

Lead Times Requested, Start, Due By and Expiration – Lead times are provided for calculating the Requested Service Date, Start Date, Due By Date and Expiration Date on a Work Order. When a Work Order is created using a Policy, these lead times are "added" to the system date to calculate the respective dates on the new Work Order.

Using the Policy and Line buttons at the bottom of the Policy, you may define Related Requirements, Skills, Certifications and Attachments. When a Work Order is created using the Date Meter Card, all associations and Steps will flow to the Work Order when generated.

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See Also