CREATE MAINTENANCE TEMPLATE

Use this screen to enter template data that will display in the Edit Maintenance Transactions screen for the range of records that you specify. Template data from this screen will display in the Edit Maintenance Transactions screen on an interim basis, before you make your final edits and run the process that populates individual asset records.

You should enter template data in this subtask after you have selected the range of records for which you want the data created in the main screen. If you enter template data and do not want to run the process to populate the Edit Maintenance Transactions screen, the data entered in the template will be cleared out when you escape from the screen. Note that data from the template will also be cleared out when you run the process (via the Process button on the toolbar in the main screen).

Template Data

In this group box, you can enter a maintenance date and up to nine fields of user-defined maintenance data.

Date

Enter the date associated with the maintenance record in this required field in date format. The date entered in this field will display in the Edit Maintenance Transactions screen for each asset record meeting your selection criteria, where it can be edited. The date from this field will also display in the Maintain Maintenance Info screen (if it has not been edited) after you execute the final process to populate the maintenance records.

Note: The date can also be edited directly in the Maintain Maintenance Info screen. Different sets of data can be associated with the same date, because the system records a line sequence number that resides "behind-the-scenes" in the Maintain Maintenance Info screen.

If you save the selection parameters for this process, the date entered in this field will be identified in the Query table in the Date column.

Maint1 (or your label)

If you designated a label for the first field in the Maintenance Labels group box of the Tracking Field Labels screen, your label description for this field displays. Note that it is not a system requirement that you establish a label for this field. If you did not set up a label, Maint1 displays as the label for this field.

Note: This user-defined field can be used independently from each of the other eight maintenance data fields.

Enter up to 20 alphanumeric characters in this optional field.

The data entered in this field will display in the Edit Maintenance Transactions screen for each asset record meeting your selection criteria, where it can be edited (after you select the Process button on the toolbar in the Create Maintenance Transactions screen and the process has been run). The data from this field will also display in the Maintain Maintenance Info screen (if it has not been edited) after you execute the final process to populate the maintenance records.

Note: The data can also be edited directly in the Maintain Maintenance Info screen.

If you save the selection parameters for this process, the data entered in this field will be identified in the Query table in the Maint1 column.

Maint2 (or your label) – Maint8 (or your label)

Please refer to the documentation for the Maint1 (or your label) field.

Maint Amt (or your label)

If you designated a label for the ninth field in the Maintenance Labels group box of the Tracking Field Labels screen, your label description for this field displays. Note that it is not a system requirement that you establish a label for this field. If you did not set up a label, Maint Amt displays as the label for this field.

Note: This user-defined field can be used independently from each of the other eight maintenance data fields.

The first eight user-defined fields in this screen are designated as text-only entries. Note that this field is designated as a numeric field for the purpose of recording and accumulating maintenance costs.

Enter up to 12 integers and two decimals (for example, 999,999,999,999.99) in this optional field.

Note: You can also edit the data directly in the Maintain Maintenance Info screen.

If you save the selection parameters for this process, the data entered in this field will be identified in the Query table in the Maint Amt column.

OK/Cancel

When you have entered the desired maintenance default data in the template fields and you select the OK pushbutton from this subtask, the system again displays the first screen of the Create Maintenance Transactions, in which you can complete the process (by selecting the Process button on the toolbar).

If you select the Cancel pushbutton, the system will clear out the template data entries in this screen. The system will also clear out the template data during processing.

Hint: You can save selection criteria for this process with or without processing. After making your selections, select the Save button on the toolbar or go to Save in the File menu. Enter an alphanumeric identifying code and a short description to help you recognize the process parameters and select OK. Later, you can run Find or Query from this screen to access the process parameters you created, and run the same report without having to enter all the selection screen information again.

Stored process parameters are especially useful if reports are to be run through Process Manager. If you want to keep these parameters but want to run the process using different selection parameters, you can use Clone to copy the parameters and make minor changes to them without changing your saved parameters. To use Clone, go to the File menu or press [F4]. The Clone window will display on the screen. Enter the parameters ID you want to clone, or select the Execute pushbutton to display and select from a list of parameter IDs. When you click on the Select pushbutton, the system makes a copy of the parameters, which you can edit as needed.

Table Information

The system stores user-defined maintenance labels, as applicable, in the FA_LABELS (Fixed Assets Labels) table.

The process run from this screen creates new maintenance data in the FA_TRACKING_EDIT (Tracking Edit) table.