You are on page 1of 50

Define Object Levels Explanation Use this activity to define object levels, which are used when defining

new functional objects in IFS/Equipment. The object level defines on what level in an equipment structure a functional object is located. The lower the level ID, the higher in the hierarchy it is placed, the highest level is level '1'. The Serials Allowed field determines if serialized objects should be allowed to be placed under a functional object with this level. This will help you to ensure that the equipment structure is defined in a consistent way, and will prevent you from connecting serial objects to levels where no serials should exist. Note: It is not possible to create a functional object under a serial object, and it is not possible to change the object level on the functional object once the object has been saved. Define Object Groups Explanation Use this activity to define a new object group that can be used for classification of equipment objects; for example, a production group. It can also be used, for instance, to find and compare machines that has similar functions but are placed in different production lines. In general, Groups can be used freely to classify the equipment objects in the facility. Define Object Categories Explanation Use this activity to enter information on a category. The concept of category allows you to group objects in the facility on a broader level, such as instrumental, electrical and mechanical objects.

Define Object Type

Explanation
Use this activity to define a new object type. An object type is used to classify equipment objects to show what kind of object it is, e.g., pump, motor, etc. An object type can be connected to another, superior object type. This allows you to build an object group structure. An object group such as 'Centrifugal pump' could be connected to a superior object group 'Pumps'. By connecting an icon to an object type, and connecting the object type to an object ID, the icon will display when viewing the object in the graphical object structure (chart mode), which allows for easy visualization. (In order to connect an icon, a path must have been defined to the icon directory. This is done in Application Services/Manager/System Definition/Object Property for property name ICON_DIRECTORY) To an object type you can connect characteristics. This is done by connecting a technical class, which has characteristics connected to it, to the object type. When applying the object type to an object ID, the technical class with its characteristics will automatically be applied to the object ID's Requirements tab (for functional object) or Technical Data tab (for serial object). Values for the characteristics can then be defined on the object ID. Technical classes and characteristics are defined in Application Services/Characteristics/Basic Data. You can also define Positions for an object type. A Position is used when defining Isolations and creating Isolation Orders to indicate if e.g., the equipment should be 'On' or 'Off' during establishment or reestablishment, or if it should be in a Reduced speed mode, etc. Icons, characteristics and positions can be connected to the object type via the appropriate right mouse button options.

Define Type Designation (INDEPENDANT) Explanation Use this activity to define a new type designation. The type designation ID should represent a group of objects with similar features and functions such as Pumps, Motors etc. To the type designation you can connect a technical class which has a set of characteristics. This is done via the right mouse option Characteristics. Characteristic values can be entered for the type designation. This information will automatically be displayed in the object's Type Designation tab when assigning a type designation ID to an equipment object. Subsequently, objects with the same type designation ID will have the same characteristics and values. The characteristics for a type designation typically represent settings, features and functions that a certain type of functional object should have in order to perform fully. The characteristics can also represent actual settings, features and functions that a certain type of serial object has. This allows you to handle the entry of design data in a centralized way, instead of defining the characteristics and the values for each object ID. New technical classes and characteristics are entered in Application Services/Characteristics/Basic Data. Define Object Criticality Explanation Use this activity to define object criticality. The object's criticality is used to prioritize the work orders for objects and thereby minimizing the negative impact on production. The criticality ID that you establish should indicate different levels of criticality the objects in your facility may have. If an object's failure has a high, negative impact on production, the object's criticality should be high.

Gantt Status Color [About Resource Allocation] [To WO Processing] [To Service Order Processing] Usage Use this window to define colors for the color schemes used in the Resource Allocation Gantt. Select the color scheme from the header and define a color for each of the values displayed in the table below.

Maintenance General Data [To Define Maintenance Basics] Usage Use this window and its tabs to enter and view general data for IFS/Maintenance. The information in the tabs of this window are used throughout IFS/Maintenance. General data makes up many of the choices available via the List of Values in the various tabs. For a description of each tab in the window, follow the appropriate link: Units, Parameters, Actions, Causes, Performed Actions, Warranty Action Maintenance General Data/Units [To Define Maintenance Basics] Usage Use this tab to view all units previously registered in IFS/Application Services. There are about 300 predefined units from the ISO Code lists. You can also define new units in this window. All entered units are connected to a base unit, i.e., a meter is the base unit for millimeter. The Factor field shows how to convert from a unit to its base unit, i.e., how many base units it will take to equal one unit. If a unit is a base unit itself, the same unit will be shown both in the Unit Code and the Base Unit fields. The Factor field will then contain the value one (1). Create Parameters Explanation Use this activity to create a new parameter, e.g., pressure, temperature, oil level. Parameters are connected to objects and are used for criteria based PM actions. When a measured value has been entered against a parameter, and the value surpasses a certain limit defined on a PM action, a work order will be generated from the PM action when running the Criteria Generation job.

Each parameter must have a type of either Accumulated or Limit. The Accumulated type is used to specify a cumulative value, for example operation time. The Limit type is used to specify a maximum and/or minimum value, for example pressure, temperature, water flow, oil level etc. Maintenance General Data/Actions [To Define Maintenance Basics] Usage Use this tab to enter and view information on actions that are used when PM actions are entered. The actions apply to all preventive maintenance actions in the facility. A separate table of standardized actions makes it easier to enter and query for PM actions, since the same type of action often applies to many different objects. Maintenance General Data/Causes [To Define Maintenance Basics] Usage Use this tab to enter and view information on the causes you want to use to report in work orders. Cause codes are also used when you enter operation events in IFS/Equipment Performance. To ensure that all reporting in the system is consistent, no matter who reports in, only existing cause codes can be used. Standardized reporting such as this makes reporting in work orders uniform and easier to follow-up. The cause defined will automatically be transferred to the Vehicle Information Management/Basic Data/Operational Basic/Fault Cause tab, if IFS/Vehicle Information Management (IFS/VIM) is installed. Create Performed Action Explanation

Use this activity to create a new Performed Action. The performed action is used when you report in a work order to indicate what was done to correct an error. Using standard codes to describe the performed action makes the report in of a work order uniform, and allows for easier and more consistent analysis of work orders. Maintenance General Data/Warranty Action [To Define Maintenance Basics] Usage Use this tab to view and enter warranty actions. A warranty action is used to specify the action that is to be used for a discovered symptom. It can then be used in the Warranty tab in the Functional Object Information and Serial Object Information windows.

Organization General Data [About Organization General Data] [To Define Maintenance Basics] Usage Use this window and it's tabs to enter and view general data on maintenance organizations, crafts, and employees for IFS/Maintenance. The information on the tabs of this window are used throughout IFS/Maintenance. General data makes up many of the choices in the List of Values available on the various tabs. For a description of each tab in the window, follow the appropriate link: Maintenance Organization, Organizations to Sales Part, Craft Catalog, Craft to Site, Crafts to Sales Part, Employees, Link Employees/Crafts, Teams, OverviewTeams. Create Maintenance Organization Explanation Use this activity to create a new maintenance organization. A maintenance organization has several different functions. For example, employees are connected to maintenance organizations for organizational purposes. Also, maintenance organizations are defined on PM actions, work orders, standard jobs etc, to indicate who is responsible for executing a work order, or a task on a work order. For each maintenance organization, you can enter an hourly rate which is the internal personnel cost related to using a resource from this maintenance organization. This rate is used to estimate the personnel cost when preparing a work order, a PM action or a standard job, if Craft ID is not specified. The hourly rate for maintenance organization is also used when reporting time on a work order and when a Craft ID is not defined on the time report line. You can also connect maintenance organizations to each other to form structures.
Connect Sales Part to Maintenance Organization

Explanation Use this activity to connect a sales part to a maintenance organization. A sales part can represent a rate for a certain job, e.g. emergency service, or time, e.g., overtime. A maintenance organization can have more than one sales part connected to it and one sales part must be defined as default. The default sales part will appear automatically when selecting a maintenance organization on a craft line, preparing a PM action or creating a standard job. The default sales part will also appear when reporting in time on a work order without specifying an employee and craft on the time report line. The connection of a sales part to the maintenance organization has the same purpose as the connection of a sales part to a craft. However, the sales part (and hourly rate) for maintenance organization will only be used if a craft id is not defined on a craft line or time report line. This allows for simpler preparation and reporting of work orders, not forcing the you to select a craft ID to plan the revenue and prepare a work order for invoicing.

Organization General Data/Craft Catalog Maintenance Planning Basic/Competence [About Organization General Data] [To Define Maintenance Basics] [To Define Fleet Maintenance Program] Usage Use this tab to enter and view information on crafts. You can connect crafts to each other in order to make craft structures. A craft identity generally represents a certain competency level, such as welder or operations engineer. The employees can be linked to a craft identity and used, for example, when you sequentially plan PM actions or work orders. This can be important if a special competency is needed to perform a certain sequence. If IFS/Vehicle Information Management is installed, this tab can be accessed from the Maintenance Planning Basic window. Please note that within IFS/Vehicle Information Management the term Craft is referred to as Competence
Organization General Data/Craft To Site Maintenance Planning Basic/Competence per Site [About Organization General Data] [To Define Maintenance Basics] [To Define Fleet Maintenance Program]

Usage Use this tab to connect crafts to a particular site and to create craft structures. The default cost of the craft will be converted to the company's default currency through this tab. A craft identity generally represents a certain competency level, such as welder or operations engineer. If IFS Human Resources is installed, it is also possible to connect the craft to a HR (human resource) job ID. By connecting a craft ID to a HR job ID, you can utilize any HR competencies and licenses defined for the HR job ID. These qualifications are an addition to the skills provided through the maintenance craft, and makes it possible to define qualification requirements in more detail. These qualification requirements are utilized when searching for employees who fulfill the necessary requirements to perform work on a work order operation. If IFS/Vehicle Information Management is installed, this tab can be accessed from the Maintenance Planning Basic window. Please note that within IFS/Vehicle Information Management the term Craft is referred to as Competence.

Connect Sales Part To Craft Explanation Use this activity to connect a sales part to a craft. A sales part can represent a rate for a certain job, e.g. emergency service, or time, e.g., overtime. A craft can have more than one sales part connected to it and one sales part must be defined as default. The default sales part will appear automatically when entering craft identity, preparing a PM action or creating standard jobs, allowing you to plan the revenue. The default sales part will also appear when reporting in time on a work order, allowing you to invoice for the time. If a default sales part is not connected to the craft identity, a sales part must be manually selected for each craft line and time report line in order to plan the revenue and invoice the time. This is relevant only for IFS/Service Management.

Create Employee Explanation Use this activity to either connect an existing, non maintenance employee to a maintenance organization, or to establish a new (maintenance) employee. You can also enter contact information for the employee such as phone number, email etc as well as specify the maximum resource load.

If you wish to use a supplier as a resource when preparing and reporting in work order, you can establish the supplier as an employee and connect the supplier id to the employee id Connect Employee to Craft Explanation Use this activity to connect an employee to a one or more crafts. One craft ID must be set as default craft for the employee. The craft IDs connected to the employee indicates the skill set of an employee. When entering a craft line on a work order and selecting an employee, the default craft ID for the employee will be selected automatically. Also, when an employee reports time on a work order the default craft ID will appear on the time report line. The hourly rate for the craft will be used to calculate the personnel cost related to the work order. Organization General Data/Teams [About Organization General Data] [To Define Maintenance Basics] Usage Use this tab to manage maintenance teams and team members. A maintenance team consists of a single team leader and one or more team members. You cannot delete a maintenance team once the members have been added.

PCM Definitions General Data [To Create Fault Reports] [To Create Work Requests] [To WO Processing] [To Service Order Processing] [To Handle WO Quotation] [To Create Service Requests] [To PM Processing] [To Equipment and Personal Safety Management] Usage Use this window to enter and view information on basic data for IFS/Preventive and Corrective Maintenance (PCM). The window consists of several tabs, where you enter basic information such as work types, events, route definitions, permit types, and permit attributes.

PCM Definitions General Data/Classes [To Define Maintenance Basics] [To WO Processing] [To Service Order Processing] Usage Use this tab to enter and view information on the classes that can be used when reporting in a work order is performed. You can follow up errors and costs by fault class, which makes it possible to run technical and financial analysis of the costs. One way to classify the faults is to divide them into classes, such as mechanical, electrical, and so on.
PCM Definitions General Data/Work Types
[To WO Processing] [To Service Order Processing] [To PM Processing] [To Define Maintenance Basics]

Use this activity to create a Work Type identity. A work type is used to indicate what kind of work should be performed on a work order such as Preventive Maintenance, Lubrication, Repair, Shutdown etc. PCM Definitions General Data/Fault Types [To WO Processing] [To Service Order Processing] [To Define Maintenance Basics] Usage Use this tab to enter and view information on fault types that can be used when reporting in a work order is performed. You can follow up faults and costs by fault type, which makes it possible to run technical and financial analyses of the costs.

Create Event Explanation Use this activity to enter Events to be used on PM actions to generate work orders for event driven maintenance. An event could for example be 'Power outage', 'Christmas shut down', or 'Breakdown in production line 1', etc. When a certain event is reported, work orders will be created from the PM actions where the event has been defined. An event count displays how many times one particular event has been reported. Create Route Definition Explanation Use this activity to create a route definition (a route id). A route id is used to group route PM actions. Routes are typically used for simpler tasks such as 'Inspection', 'Lubrication' and 'Calibration', and a route PM action within a route represents a 'stops' on the route. Routes can for example, also be used for grouping a series of minor visual or lubrication checks to be carried out by trained operations staff as opposed to the maintenance staff. The order you define for the route PM actions in the route represents the sequence in which the 'stops' should be done when 'doing the round'. Typically the PM actions are arranged according to the geographic location of the equipment objects to minimize travel time/walking distance. If there is a need to reorganize the order, a function for renumbering the route PM actions within a route is available. The route PM actions can all have different generation criteria. One route work order generated from a route one week may therefore look different than a route work order generated from the same route the next week, depending on what PM actions ('stops') are due at the time. Create Operational Status Explanation

Use this activity to enter a code for the operational status. The operational status indicates in what position the equipment object has to be while the preventive maintenance task is being performed. Examples of operational statuses are 'Full operation', ''Reduced speed' and 'Total shutdown'. An operational status is either 'Obstructive' or 'Non Obstructive'. Obstructive means that the equipment will not be available for production while the maintenance work is being carried out. It the equipment object (on which obstructive work orders are planned) is also defined as a work center in IFS Manufacturing, obstructive work orders will appear as resource load on the work center, since no shop orders can be executed while the maintenance work is being done PCM Definitions General Data/Priorities [To Create Fault Reports] [To WO Processing] [To Service Order Processing] [To Create Service Requests] [To PM Processing] [To Define Maintenance Basics] Usage Use this tab to enter and view information on priority codes. A priority code is used for defining priorities for a work order. Create Permit Type Explanation Use this activity to create permit types which are used for creating permits. A Permit is a time limited approval/certificate, used to ensure that certain regulations or instructions are followed and/or that you have a managers approval before one work order, or a group of work orders are executed. You can connect an isolation order to a permit. This is useful to ensure that when, for example, equipment objects need to be set to a certain position before any maintenance work can start, this is done under approved and safe conditions.

To describe the safety regulations and to add other type of instructions you can connect attributes to the permit type. In addition, you can also connect a technical class to the permit type. This technical class will be copied to all permits created from the particular permit type. Permit types can be connected to standard jobs and PM actions. When a work order is generated, a permit will be created automatically. You can also create permits directly from a work order. Create Permit Attribute Explanation Use this activity to create permit attributes which are used to define the safety instructions, such as 'helmet must be worn', or other types of information relevant for a work permit. The attributes can then be connected to a permit type. When a new permit is created from the permit type, the attributes will be accessible directly from the permit id. A permit attribute is connected to permit type in the Permit Type tab. You can also add new attributes to a permit type directly from a Permit id, or from the Prepare Work Order and Separate PM Action's Permit tabs. PCM Definitions General Data/Discoveries [To Create Fault Reports] [To Create Service Requests] [To Define Maintenance Basics] Usage Use this tab to enter and view information on discoveries. Discovery codes are used in a fault reports to describe how the fault was discovered. This is helpful later when the planner prepares a work order, and in troubleshooting and repairs. PCM Definitions General Data/Symptoms

[To Create Fault Reports] [To Create Service Requests] [To Define Maintenance Basics] Usage Use this tab to enter and view information on symptoms. A symptom is used in a fault report to describe the symptom of the fault. This is helpful when you prepare a work order, in troubleshooting and repairs. PCM Definitions General Data/Standard Job Type [To Define Maintenance Basics] Usage Use this tab to define standard job types. The purpose of creating a standard job type is to group the Separate and Route Standard Jobs. Examples for standard job types are Overhaul, General Maintenance, Inspection, Assemble, etc.
Create Statistical Code

Explanation
Use this activity to create a statistical code that can be used when a work order quotation is rejected. The code shows the cause of why the work order quotation is rejected.

Tools and Facilities [About Tools and Facilities] [To Define Maintenance Basics] Usage Use this window and it's tabs to enter and view general data on Tools and Facilities for IFS/Maintenance. The information in the tabs of this window are used throughout IFS/Maintenance. General data makes up many of the choices available via the List of Values in the various tabs. For a description of each tab in the window, follow the appropriate link: Tools and Facilities Type, Tools and Facilities, Connect Tools and Facilities Tools and Facilities/Tools and Facilities Type Maintenance Planning Basic/Tools and Facilities Type [About Tools and Facilities] [To Define Maintenance Basics] [To Define Fleet Maintenance Program] Usage Use this tab to register various tools and facility types. Specify a tool or facility type when using tools or facilities for Work Order, PM (preventive maintenance) Actions or Standard Jobs. You can register, view, change and delete tools and facility types in this tab. The right mouse button option, Characteristics will allow you to connect a Characteristic Technical Class Template to your tool or facility type. Tools and Facilities/Tools and Facilities Maintenance Planning Basic/Tools and Facilities [About Tools and Facilities] [To Define Maintenance Basics] [To Define Fleet Maintenance Program] Usage Use this tab to manage tools and facility. The tools and facilities are used on Work Orders, PM (preventive maintenance) Actions and Standard Jobs. Tools and

facilities have a set price per hour that is used to calculate the cost. You can register, view, change and delete tools and facilities in this tab. The right mouse button option, Characteristics will allow you to connect a Characteristic Technical Class Template to your tool or facility. Tools and Facilities/Connect Tools and Facilities [About Tools and Facilities] [To Define Maintenance Basics] Usage Use this tab to connect a tool or facility to a site. This information is subsequently used for executing work orders and standard jobs as well as to display the tool/facility associated with a particular craft. You can register, view, change, and delete tools or facilities per site on this tab as long as there are no cost transactions related to the tool or facility.

Operation Basic Data [To Define Maintenance Basics] Usage Use this window and it's tabs to enter and view general data on operations such as instruction types for IFS/Vehicle Information Management (IFS/VIM). The information on the tabs of this window are used throughout IFS/VIM. General data makes up many of the choices in the List of Values available on the various tabs. For a description of each tab in the window, follow the appropriate link: Instruction Type, Instruction Location, Signature Requirement Operation Basic Data/Instruction Type Maintenance Planning Basic/Instruction Type [To Define Maintenance Basics] [To Define Fleet Maintenance Program] Usage Use this tab to define instruction types (operation types). Instruction types are used to tell what kind of type an operation has. You can register, view, change and delete instruction types in this window. Operation Basic Data/Instruction Location Maintenance Planning Basic/Instruction Location [To Define Maintenance Basics] [To Define Fleet Maintenance Program] Usage Use this tab to handle locations. The location is used to tell where (on the vehicle) the operation (instruction/craft) is placed. You can register, change and delete locations in this window. Operation Basic Data/Signature Requirement Maintenance Planning Basic/Signature Requirement

[To Define Maintenance Basics] [To Define Fleet Maintenance Program] Usage Use this tab to enter and view information for signature requirements. A signature requirement identifies the requirements for signing off operations (crafts/instructions) after completed work.

Authority Basic Data [To Define Maintenance Basics] [To WO Processing] Usage Use this window and it's tabs to enter and view general data on authority for IFS/Vehicle Information Management (IFS/VIM). General data makes up many of the choices in the List of Values available on the various tabs. For a description of each tab in the window, follow the appropriate link: Authority, Authority Per Maintenance Organization, Authorized Approvers Authority Basic Data/Authority [About Report Aviation Release Certificate] [To Define Maintenance Basics] [To WO Processing] Usage Use this tab to enter the authority information that is required to create an Authorized Aviation Release Certificate. This activity is used to enter aviation authority information for the maintenance organization that is responsible for your work order. The information you enter in this activity will be used to create a release certificate for the particular work order. Authority Basic Data/Authority Per Maintenance Organizations [About Report Aviation Release Certificate] [To Define Maintenance Basics] [To WO Processing] Usage Use this tab to define the maintenance organization for a specified authority. Authority Basic Data/Authorized Approvers

[About Report Aviation Release Certificate] [To Define Maintenance Basics] [To WO Processing] Usage Use this tab to connect an employee as an authorized approver. A maintenance organization must have one or more approvers who have the authority to sign release certificates.

Functional Object Information [About Object Structure] [About Functional Object] [To Equipment Administration] Usage Use this window to enter, change, view, or delete the information on an functional object in IFS/Equipment. You can also use various operations for the object, for example the Graphical Object Structure operation and the Active Work Orders operation. For the description of each tab in the window, follow the appropriate link: General, Type Designation, Spare Parts, Test Points, Parameters, Warranty, Cost/Year, Parties, Notes, Requirements, Metering Invoicing Functional Object Information/General [About Object Structure] [About Functional Object] [To Equipment Administration] Usage Use this tab to enter and view general information about the functional object. You can associate the object with things such as category, object type, type designation, cost center, etc. Various information boxes are selected if information has been entered in the other tabs in the Functional Object Information window. If an object type is entered for the object, it inherits the technical attributes that have been connected to the object type. These are shown in the Requirements tab. If a type designation is entered for the object, it inherits the technical attributes that have been connected to the type designation. This is shown in the Type Designation tab. The connection between the object type, type designation, and attributes is performed in Equipment General Data. Type Designation

[About Object Structure] [To Equipment Administration] Usage Use this tab window to view information on the type designation connected to the object. If one or several characteristics are connected to a type designation in Equipment General Data and the type designation has been entered for the object in the General tab, then this type designation and connected characteristics are default in this tab at new entry. You can then add attributes to the technical class. Type designation is used for the central registration of design data, such as motors or pumps. For the description of the tab in the window, follow the appropriate link: Characteristics Functional Object Information/Type Designation/Characteristics Serial Object Information/Type Designation/Characteristics [To Equipment Administration] Usage Use this tab to view information on the technical class and the connected attributes. The attributes are connected to the technical class in IFS/Applications Services. Click Numeric to display numeric attributes in the tab, Alpha to display alphanumeric attributes in the tab and Both to display both numeric and alphanumeric attributes in the tab. The tab can also be reached by right-clicking on either the Equipment General Data/Object Types or Equipment General Data/Type Designation tabs and clicking Characteristics. Spare Parts [About Object Structure] [To Equipment Administration] Usage Use this tab to enter and view information on spare parts and spare part lists connected to the object. You can add parts that exist in the inventory spare part

register. The spare part list is an effective document to use when planning material for a PM action or a work order. You also have a number of choices for collecting information on the part from the inventory register in IFS/Inventory. These features are available through various right mouse button options Testpoints [About Object Structure] [To Equipment Administration] Usage Use this tab to enter and view information on test points on the object. The test points defined for an object are those of particular interest for measurement, for example, bearings for a pump or welds on a tank. The test points can be used when preventive maintenance actions are created for the object. The test points can be included in a work order that is created for the object. Test points can also be used to enter a simple, separate function without defining any new objects, for example: an electronic information board. Preventive maintenance actions and work orders can be created for test points. Parameters [About Object Structure] [To Equipment Administration] Usage Use this tab to enter and view information on the parameters needed to enter measurements on a functional or serial object. To be able to take measurements and trigger preventive maintenance generation, a parameter must be defined and connected to the object. You can also define parameters that are used for generating condition-based preventive maintenance actions. Warranty [About Object Structure] [To Equipment Administration] Usage

Use this tab to enter and view information on supplier and/or customer warranties that are connected to an object. You are allowed to have more than one supplier and/or customer warranty connected to the same object. You can use the Supplier Warranty or Customer Warranty right mouse button option to add or change information connected to a warranty. For each warranty ID, you are also allowed to have more than one warranty type connected. Functional Object Information/Cost/Year [About Object Structure] [About Functional Object] [To Equipment Administration] Usage Use this tab to to view and/or enter cost information for the equipment object. You can enter a purchase date if one has never been entered, and you can enter or update the acquisition cost. The table displays read-only data about the total maintenance costs for an object specified by year as well as individual costs associated to the relevant cost types, i.e., Material, Personnel, Tools/Facilities, External, Expenses and Direct Sales (only used in IFS/Service Management). You can also open up the Equipment Object Cost Analysis or the Equipment Object Cost/Revenue Analysis windows in order to view more detailed information. To do so, select a row, right-click and click Equipment Structure Information. Parties [About Object Structure] [To Equipment Administration] Usage Use this tab to enter and view information on the various party types that are connected to the equipment object. Party is a concept used to summarize all party types for which a company has business relations, for example suppliers and customers. For the party type 'Customer' you can connect one or several customer identities to the object. The information on party type 'Customer' is

only used in IFS/Service Management. For the party type 'Supplier' you can connect one or several alternative supplier identities to the object. For the party type 'Manufacturer' you can connect one or several alternative manufacturers to the object. Note that information on the object's actual supplier and actual manufacturer is entered in the General tab. Notes [About Object Structure] [To Equipment Administration] Usage Use this tab to enter and view information on the actual functional or serial object. These notes contain information that you consider to be important enough to document Functional Object Information/Type Designation/Characteristics Serial Object Information/Type Designation/Characteristics [To Equipment Administration] Usage Use this tab to view information on the technical class and the connected attributes. The attributes are connected to the technical class in IFS/Applications Services. Click Numeric to display numeric attributes in the tab, Alpha to display alphanumeric attributes in the tab and Both to display both numeric and alphanumeric attributes in the tab. The tab can also be reached by right-clicking on either the Equipment General Data/Object Types or Equipment General Data/Type Designation tabs and clicking Characteristics.
Metering Invoicing
[About Metering Invoicing] [To Equipment Administration]

Usage
Use this tab to enter and view information on a meter for invoicing. The tab consist of a meter header and one or several metering object rows. A meter used for invoicing must have been

entered in the Parameters tab. The Metering Invoicing tab can be found in Serial Object Information and Functional Object Information.

Category Object Information [About Functional Object] [To Equipment Administration] Usage Use this window to register category objects. You can connect similar objects to one category object e.g. Printers, Computers. This makes it easier to administrate large amounts of equipment on a service contract.

Serial Object Information [About Serial Object] [To Equipment Administration] Usage Use this window to enter and view information on a serial object in the equipment structure. For the description of each tab in the window, follow the appropriate link: General, Type Designation, Spare Parts, Test Points, Parameters, Warranty, Cost/Year, Parties, Notes, Technical Data, Metering Invoices Functional Object Information/Type Designation/Characteristics Serial Object Information/Type Designation/Characteristics [To Equipment Administration] Usage Use this tab to view information on the technical class and the connected attributes. The attributes are connected to the technical class in IFS/Applications Services. Click Numeric to display numeric attributes in the tab, Alpha to display alphanumeric attributes in the tab and Both to display both numeric and alphanumeric attributes in the tab. The tab can also be reached by right-clicking on either the Equipment General Data/Object Types or Equipment General Data/Type Designation tabs and clicking Characteristics. Overview Serial Object History [About Part Serial Handling] [To Maintain Inventory] Usage Use this window to view a historical overview of where in the equipment a certain serial object has been located at various times. You cannot enter anything in this window, but only retrieve various object so as to examine their movement history. Serial Maintenance Aware

[About Serial Object] [To Equipment Administration] Usage Use this window to set a serial object to be maintenance aware. It is possible to maintain equipment objects, i.e., create PM actions and work orders, even though the objects do not yet exist in the facility. Such objects are moved to inventory, or delivered from design. Retrieve the part, use the Make Maintenance Aware operation to select the site, and confirm the information. Alternatively, you can select the site in the Site field by using List of Values and mark the box in the Maintenance Aware field before saving the information. The serial object is now connected to the selected site but is still placed in inventory.

Graphical Object Structure [About Object Structure] [To Equipment Information] Usage Use this window to search for an object and view its structure. You can gradually move down the structure by double-clicking an object in the structure or by selecting one or more objects and then clicking on the Expand button. All objects at the underlying level will be displayed. A plus sign on the map indicates that an object has an underlying structure. Compare this method of working with that in the navigator. In this window you can:

Expand objects to see their underlying structures. Collapse expanded objects. Register new objects directly at the right place in the structure. Delete objects in the equipment structure. Modify the size of the structure to make it comfortable to work with. Access object information by selecting an object in the structure. If there is any piece of information related to the object, respective buttons are enabled. The buttons display if there are any documents or spare parts connected to the object. You can also see if the object is included in any PM Actions, active work orders, or historical work orders. Make new registrations of some object information, either directly through the enabled buttons, or in the menu under the right mouse button (or Operations menu). Choose if you want to see a part of the old structure, or the entire old structure copied as a new structure in the same window, or in a new Graphical Object Structure window. You do that by selecting the object in the old structure you want to copy as a node, at the highest level, in the new structure.

Choose if you want to view a part of the structure as a tree structure in the Chart window. You do that by selecting the object in the old structure you want to copy as a node, at the highest level, in the new structure. The Chart window then opens with the selected object at the structures highest level. You can then double-click on the object to see the objects at the underlying level and go on like that down through in the structure. Clear the window before you make a new query. Specify numeric values for how much you want to zoom in on or zoom out of the equipment structure. Print out the structure directly or after previewing it.

Overview - Objects [About Functional Object] [About Serial Object] [To Equipment Administration] [To Queries and Reports, Equipment Administration] Usage Use this window to view information on entered objects, or to enter information on a new object in the equipment structure. This window is used for both functional and serial objects. You can enter basic information in this window, and then later complete the entry with more information in Functional Object Information for functional objects, or in Serial Object Information for serial objects. Object Structure [About Object Structure] [To Queries and Reports, Equipment Administration] Usage Use this window to locate or place an equipment object in a structure. This is done either through searching for an existing object, or by entering information

on a new object in a certain place in the structure. You can also move gradually through a structure, both upward and downward, so that you can build up a structure from a number of objects. Query Object Connections [To Queries and Reports, Equipment Administration] Usage Use this window to view the connections existing between different objects. You cannot register anything in this window. Equipment objects, that belong to two otherwise completely independent parallel structures, may be connected individually to allow a direct response. For instance, how an instrumentation object affects all connected mechanical objects. Equipment Object Cost Analysis Equipment Object Cost/Revenue Analysis [About Object Cost/Revenue Analysis] [To Follow-up and Analysis, Maintenance] Usage Use this window to view the costs and revenues that were incurred during the life of a particular equipment object. The costs and revenues displayed are work order and project related. In order to view the information, you need to first define a search criteria. You can define the search criteria as a default setting in either IFS/Application Services or in the Object Properties dialog box of this window. Once the search criteria is defined, query for an equipment object to view the related costs and revenues.

Overview - Isolations [About Isolation] [To Equipment Administration] Usage Use this window to enter and view information on isolations and instructions. An isolation states how a certain part of a facility should be shut down and started up again, so that the specified work can be carried out under safe conditions. Isolations can be considered as templates from which you can create isolation orders. Isolation [About Isolation] [To Equipment Administration] Usage Use this window to enter and view information on isolations and instructions. An isolation states how a certain part of a facility should be shut down and started up again, so that the specified work can be carried out under safe conditions. Isolations can be considered as templates from which you can create isolation orders. For the description of each tab in the window, follow the appropriate link: General, Establishment and Reestablishment. Isolation/General [About Isolation] [To Equipment Administration] Usage Use this tab to enter and view general information about the isolation such as the scope of the isolation, special conditions that should be considered before starting the isolation, special notes etc. Isolation/Establishment

[About Isolation] [To Equipment Administration] Usage Use this tab to enter and view information on all the objects that should be included in the establishment process of the current isolation. For each registered object, you may specify in what sequence the actions should be carried out and also define a valid position (POWER ON, POWER OFF etc) during isolation. If an isolation order is created based on an isolation, the establishment instructions will also be copied to the isolation order. Isolation/Reestablishment [About Isolation] [To Equipment Administration] Usage Use this tab to enter and view information on all the objects that should be included in the re-establishment process of the current isolation. For each registered object, you may specify in what sequence the actions should be carried out and also define a valid position (POWER ON, POWER OFF etc) during isolation. If an isolation order is created based on an isolation, the establishment instructions will also be copied to the isolation order.

Overview - Detached Spare Part Lists [About Detached Part List] [To Queries and Reports, Equipment Administration] Usage Use this window to view an overview of all registered detached spare part lists, as it displays the top node for each detached spare part list. You cannot register anything in this window; you can only use it to view available part lists. You can select one or several lists to see the included parts in the Detached Spare Part List window. You can also select one list to copy it in the Copy Spare Part List dialog box. Detached Spare Part List [About Detached Part List] [To Equipment Administration] Usage Use this window to connect parts to a detached spare part list. You can also create a structure of parts for each part that is connected to the detached spare part list. The part numbers of the detached spare part list and of the subordinate parts in the structure must have been entered either as inventory or purchased parts. You can move upward and downward in the structure of parts by using the Next Level/Previous Level operations. You can select one row to copy an existing detached spare part list in the Copy Spare Part List dialog box. You also have a number of right mouse button options for retrieving information on the part from IFS/Inventory. Overview - Consists of / Included in [To Queries and Reports, Equipment Administration] Usage Use this window to carry out different types of searches, such as a search for which parts are registered for an object, or a search for the objects in which a certain part is included. You can also connect parts to an object directly in this

window. You can mark one row and view a detached spare part list, if any, in the Detached Spare Part List window. You also have a number of operations for collecting information on the part from IFS/Inventory. Replace Part [To Equipment Administration] Usage Use this dialog box to replace a part in one or several of the following lists: object spare part lists, detached spare part lists, spare part lists for PM-actions, and material lists for separate/route standard jobs. You must always select at least one list for the replacement. Query - Part Included in [To Queries and Reports, Equipment Administration] Usage Use this window to view if a part is included in an object spare part list and/or a detached spare part list. You cannot enter any information in this window. For the description on each tab in the window, follow the appropriate link: Object Spare Part List and Detached Spare Part List. Query Part - Included In/Object Spare Part List Usage Use this tab to view information on the object spare part lists that the part is included in. Query Part - Included In/Object Spare Part List Usage Use this tab to view information on the detached spare part lists that the part is included in.

Overview - Measurements [To PM Processing] Usage Use this window to enter and view information on measurements on functional and serial objects. The measurements are carried out on parameters previously entered for the object. You can also enter, whether the measurement has been carried out on a special test point defined for the object. After saving you cannot change any information on the row.

Overview - Standard Jobs [About Standard Jobs] [To PM Processing] Usage Use this window to view a summary of all the registered standard jobs. You can also enter basic information on a new standard job and then use the Standard Job Information right mouse button option to enter detailed information. A standard job is either a separate standard job or a route standard job. The Replace Obsolete Revisions on PM Actions right mouse button option is used to replace obsolete revisions that are connected to PM Actions, with the active standard job revision. Separate Standard Job [About Standard Jobs] [To PM Processing] Usage Use this window to create a separate standard job that can be used when you need to enter a number of similar work orders. A separate standard job contains information on standard work text, manpower, material demands, tools and facilities required for the job, and which kinds of documents are needed to complete the job. The standard job can be used as Standard Text Only, which means that only the standard work description will be used. Standard jobs can be used for preparation of separate PM actions and as templates for work orders. For a description of each tab in the window, follow the appropriate link: General, Prepare, Programs, Budget, Operations, Materials, Planning, Tools and Facilities, Permit. Separate Standard Job/General [About Standard Jobs] [To PM Processing] Usage

Use this tab to enter general information, such as the maintenance organization, operational status, and the signatures of employees, for a separate standard job. Explanation Use this activity to define a standard job. A standard job can either be a separate standard job or a route standard job, and can be used as a template for creating PM actions. It is a way of putting together a definition of the standard text, operation planning, material demands, tool and facility requirements, permit types, and documents required for a job. A standard job can also be used as a standard text only job, which means that only the work description will be used. Enter Criteria for PM Generation Explanation This activity is used to enter criteria for calendar and event based PM action generation, and to connect calendars to the standard job. You can define values for a single generation criteria, i.e., for either a calendar or an event based generation, or a combination of the two generation criteria. Prepare Standard Job Explanation This activity is used to enter work descriptions and categories for a standard job, and also to define the standard job to be used as the standard text. Standard jobs can be categorized according to the equipment object's object type, object category, type designation, and part number. This helps to group similar standard jobs together. A standard job defined as standard text only will not have any material, tools and facilities, operations, permits, and planning lines connected to it. Separate Standard Job/Programs Route Standard Job/Programs

[About PM Action] [To PM Processing] Usage Use this tab to view a list of job programs to which the standard job is connected. Separate Standard Job/Budget [About Standard Jobs] [To PM Processing] Usage Use this tab to enter and view information on costs and revenue of the separate standard job. The tab contains information on the following: budget costs, planned costs, and planned revenue. Separate Standard Job/Operations [About Standard Jobs] [To PM Processing] Usage Use this tab to enter and view information on operation that is connected to the standard job. The operation planning entered in this tab can then be included in a PM action, a work order quotation, and a work order. This tab also contains information on sales parts that are used in IFS/Service Management. Furthermore you can define additional qualifications (i.e., competencies and licenses) required to perform the operation. These qualifications are in addition to those defined for a HR (Human Resources) job identity that is connected to a craft. Separate Standard Job/Materials Route Standard Job/Materials [About Standard Jobs] [To PM Processing] Usage

Use this tab to enter and view information on material that is connected to a standard job. The material consists of inventory parts and purchase parts, and must have been entered in IFS/Inventory and IFS/Purchasing. You can retrieve the desired parts and link them to the standard job. The material information that is connected to a standard job can then be included in a PM Action, a work order quotation, and a work order. This tab also contains information on sales parts that are used in IFS/Service Management. The sales part information is connected to IFS/Customer Order. Note: This tab can be found in Separate Standard Job and Route Standard Job. Separate Standard Job/Tools and Facilities [About Standard Jobs] [About Tools and Facilities] [To PM Processing] Usage Use this tab to plan and view tools and facilities associated with a specific separate standard job. Tools and facilities are resources that are not personnel, but that are still required for perform the maintenance task. Separate Standard Job/Planning [About Standard Jobs] [To PM Processing] Usage Use this tab to enter and view information on cost types that are connected to a separate standard job. Separate Standard Job/Permit [About Standard Jobs] [About Permit] [To PM Processing] Usage Use this tab to connect one or more permit types to a separate standard job. Permits ensure that the maintenance work in the facility can be performed under

safe conditions. Permit types can also be used as instructions for a standard job. Once a permit type is connected, a number of attributes can be linked to it. An isolation can also be connected to the permit type. Isolations describe how a certain part of the facility should be shut down temporarily, so that the specified work can be carried out under safe conditions. The permit type, their attributes, and isolations will be copied to the PM (Preventive Maintenance) action when generated, and to work orders when connected.

Replace Obsolete Standard Jobs on PM Actions [About Standard Jobs] [About PM Actions] [To PM Processing] Usage Use this dialog box to replace the obsolete standard jobs that are planned on preliminary and active PM actions, with the current active standard job revision. You can either replace the revisions directly or schedule the task to run as a background job. Click Default to display the default values defined by your administrator in the Task Registration window in IFS/Admin. Click Schedule to schedule the task as a background job that would run automatically at predefined intervals.

PM for Object Structure [About PM Action] [To PM Processing] [To Equipment Administration] Usage Use this window to view the preventive maintenance (PM) actions and the relevant preventive maintenance plan for a selected object in the equipment structure. You can also view the PM actions related to the entire structure. For a description of each tab in the window, follow the appropriate link: PM Action, Maintenance Plan. PM for Object Structure/PM Action [About PM Action] [To PM Processing] [To Equipment Administration] Usage Use this tab to view the preventive maintenance (PM) actions for an equipment object or an equipment object structure. You can select the correct object in the object structure, on the left. Once you have selected the object or the structure, the PM actions will be displayed in the tables, to the right. PM for Object Structure/Maintenance Plan [About PM Action] [To PM Processing] [To Equipment Administration] Usage Use this tab to view the preventive maintenance (PM) plan for an equipment object in the object structure. You can select the correct object in the object structure, on the left. Once you have selected the object, the PM plan for all the PM actions planned for that object will be displayed in the table to the right. To generate work orders, right-click on a row and then click Generate Work Order.