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.
Adding Rooms to the Directline application creates a possible second level of the Equipment Hierarchy and helps create an accurate representation of the setup of your facilities.
Adding Buildings to the Directline application creates the top level of the Equipment Hierarchy and helps create an accurate representation of the setup of your facilities.
Creating equipment into your Directline application is done with only a few clicks. Equipment records can be as simple or as complex and detailed as you would like them to be. This guide will go over adding new equipment to your application as well as look at some additional features that may be used to further enhance your record keeping.
Entering a work order will be a basic yet important task to maintain equipment and ensure your operations run smoothly. This guide will look at the initial process of work order creation. Navigation Screen Preview Work Request Process Flow Training Material