Equipment user-defined status

This option allows you to set up and maintain an equipment unit's user-defined status. When adding or deleting a user-defined status to a unit, an audit record is created.

  1. At the EMMS main menu, click on the Equipment button. The Display Equipment screen appears.
  2. Right-click on the unit and select Change. The Edit Equipment change screen appears.
  3. Click Action List action.jpg. The Equipment Actions screen appears.
  4. Click User Def Status History. The Equipment Status History display screen appears.
  5. To delete a status:
    1. Right-click on the assignment and select Delete. The Delete Equipment Status screen appears.
    2. Click Enter enter.jpg. The Confirm prompt appears.
    3. Click Confirm. The record will be deleted.
  6. To add a status:
    1. Click Add plus.jpg. The Update Equipment Status screen appears.
    2. Fill in the fields as required.
    3. Click Enter enter.jpg. You return to the Equipment Status History display screen where the new status will appear. The status will appear on the Display Equipment and Edit Equipment change screens for the unit.

Note: If a unit has a user-defined status, the rules for the status will be checked to see if a function is allowed. The following functions will be checked:

Area

Function

Check

Permits

addition of a permit

a user-defined status as of the permit effective date

Work Roster

addition of a roster

a user-defined status as of the scheduled start date

addition of a defect to the roster

a user-defined status as of the current date/tim

Work Planner

placing a planner entry onto a work order

a user-defined status as of the scheduled date/time

Work Orders

addition of a work order

a user-defined status as of the work order open date/time

addition of a sublet work order

a user-defined status as of the work order open date/time

placing a work roster onto a work order

a user-defined status as of the current date/time

addition of a defect to a work order

a user-defined status as of the current date/time

Warranty Claims

addition of a warranty claim for a work order

a user-defined status as of the current date/time

addition of a warranty claim without a work order

a user-defined status as of the current date/time

change of a warranty claim

a user-defined status as of the claim date

copy of a warranty claim

the unit on the work order to copy has a user-defined status as of the current date/time

PM Trigger

on the nightly PM trigger program

PM cannot be triggered if th unit has a user-defined status as of the current date/time

when a reading is created

the unit has a user-defined status as of the measurement date/time

Work Order Estimate

addition of an estimate

the unit has a user-defined status as of the request date/time

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