PM Scheduler
The PM Scheduler is the tool used to create WO from PM Entries.
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How To – PM Types
- March 23, 2023
- admin
Below is a brief description of the available PM types.
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Inventory Header Entry
- January 25, 2023
- admin
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…
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PM Procedure Entry – Header
- January 16, 2023
- admin
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.
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How To – Check-list Task Type Entry
- November 22, 2022
- admin
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
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Checklist Definition Entry
- admin
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.
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PM Procedure Entry – Detail
- admin
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…
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How To – View Related Button
- November 18, 2022
- admin
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.
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Inventory Detail Entry
- November 17, 2022
- admin
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
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How To – Creating a BOM
- November 15, 2022
- admin
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.