Creating inventory in your system all starts with the Inventory Header Entry screen. All basic inventory information is entered here before a part can have more detailed information included in the Inventory Detail Entry or can be added to a Purchase Requisition for re-ordering. Navigation Inventory Header Entry Process Flow…
The PM Procedure Entry screen is where information about PM routines is stored. This screen will have all the necessary information to create a PM Work order.
Checklist task types can be created by the user to customize the Checklist to their specific needs. Steps to Create a New Type Checklist Task Type Characteristics Common Uses for Creating New Task Types
Checklists can be attached to PM Entries as well as work orders and provide functionality beyond just simply attaching a spreadsheet or document. Data entered in checklists is reportable in Analytics as well as the reporting module.
This is where a PM entry can be expanded to include documentation, checklists as well as planned labor and materials. Adding details to PM provides value in a number of different ways including forecasting, material planning, and deficiency reporting. Note: This screen is equipment specific for PM and PMI types…
The View Related button on the Equipment Entry screen allows quick access to records related to a displayed equipment record. Use it as a shortcut to perform tasks like updating BOM or looking up info such as Open Work orders or active PM Entries for the displayed equipment entry.
Adding details to parts in Directline is an important step to ensuring your inventory is comprehensive. With the use of the quantity, reorder, and location fields – parts can always be on hand and accessible for all staff when required. Navigation Inventory Detail Entry Process Flow Training Video
The BOM or Bill of Materials is a list of Inventory items that can be used to repair or maintain the Equipment. Each Equipment Entry has a bill of materials page and each Inventory Detail Entry has a related equipment section. Filling either of one of these will fill the other.
Equipment event entry is used to record reading from equipment such as mileage, Operational hours or units produced. Use this data to trigger PM work when the equipment needs it.
The equipment Hierarchy is the family tree of your equipment. Its how you keep your equipment organized.