- DATE OF SERVICE
- Enter the date for the maintenance service report.
To pre-run the report in advance, enter the future date.
Equipment due for outstanding maintenance up to this date will be
reflected in the maintenance edit list.
Note: If this utility is re-run it over-writes any previously
generated edit list even if the Work Orders were not
created.
LOCATION, "ALL" OR "SEL"- If the equipment is currently Out on a Contract, the location
specified in this selection parameter refers to the Contract header
location.
If the equipment is not on a Contract, the location that is checked
is the actual physical location (RSIL) of the equipment.
- Type ALL to include all locations in the report.
- To print the report for a single location, leave this field
blank for the Head Office, or enter a specific location code, or
select one from the drop-down list.
- Type SEL to select a range of inventory locations to include in
the report, as outlined in Division Select By
Region.
RESPECT JOB SITE SERVICE- Check this box to include all equipment due for maintenance and
also to include any job site service intervals that are due
according to the days setup in Customer Site
Information.
All Non-Bulk rental products on contracts for sites that are
flagged in Customer Site Information with
a site service interval will be included, if they are not already
on an open W.O., or if they are not already due for other
Maintenance service.
If there are no maintenance schedules records due, only the Site
Interval maintenance scheduling is reported.
Uncheck this box to only include all equipment due for
maintenance and to omit job site service scheduling.
ALL MAINTENANCE TYPES- Check this box to include schedules for the following 5
maintenance types:
1 - By # Of Rental Days
2 - By # Of Actual Days
3 - By Actual Date
4 - By # Of Meter Units
5 - By Actual Meter Reading
Uncheck this box to generate the maintenance edit report for one
specific maintenance type.
- MAINTENANCE TYPE
- Enter the single specific maintenance type or select it from
the drop-down list.
FROM GROUP- Leave this field blank to include all Groups, or enter the
starting product Group for the report, or select a starting Group
from the Group Search window.
- TO GROUP
- Leave this field blank to include all Groups, or enter the
ending product Group for the report, or select an ending Group from
the window.
COPY GROUP MAINT. SCHED.- Maintenance schedules can also be generated for products
according to group maintenance information setup in Equipment Groups so that any eligible products in
that Group that do not yet have an individual Maintenance Schedule
record already setup for them in Maintenance
Schedule, can be reviewed to determine if service is required
according to the general Group schedules.
Individual product Maintenance Schedules are then generated and
included in the report.
To be eligible non-bulk products must meet the date/days/meter unit
Maintenance Schedule criteria.
If both the Group and the product have Maintenance Schedules, then
the Group schedule is ignored and the product schedule applies.
Uncheck this box to exclude Group Maintenance Schedules in the
report and to only include products with individual Maintenance
Schedule records.
Check this box to generate individual Maintenance Schedules for
any eligible products in a Group that utilizes Group Maintenance
Schedules, and to include these new Maintenance Schedule records in
the report.
Group Maintenance Schedules only apply to rental products that have
NO other Maintenance Schedule setup.
IF COMPONENT DUE BEFORE PRIMARY- Non-bulk Component and Primary items are dependent on each
other for rental, but may have separate service requirements.
Select one of the following options to handle the independent
service requirements:
- Select Include to include the Primary product if a Power
Kit Component is due for maintenance service.
-
Select Exclude to exclude the Primary product if the
Component is due for service but the Primary product is not.
Because Components cannot be easily serviced independent of the
Primary product, the Components will not be reflected on the report
until the Primary product is included.
-
Select Warn to initiate a warning if Components are due
for service when the Primary product is not, but do not include
them on this report.
VARIANCE PERCENTAGE- Equipment can be forced onto the maintenance edit report before
it is actually due, by entering a variance percent that is applied
to the unit measurement for calculating the maintenance due date.
e.g. If a product is due for maintenance in 100 days, and there
is a 10% variance entered in this selection field, the product
would start showing up on the report at 90 days.
Note: This variance feature does not apply to maintenance types
3 - Actual Date or to 5 - Actual Meter
Units.
DEFAULT GENERATE W.O.- Check this box to set the default flag to create a Work Order
for each product on the maintenance schedule edit report.
Uncheck this box to set the flag NOT to create a Work Order for the
products on the maintenance schedule edit report.
The default flag can then be changed on the edit list for
specific products in View Maintenance Edit
Results as required.
INCLUDE IN STORE PRODUCTS- Check this box to include all the non-bulk equipment from the
selection range in the maintenance list, including any products not
currently out on rent, and suppress the In
Store Products List screen.
Uncheck this box to display the In Store
Products List before generating the maintenance edit report, to
identify any non-bulk equipment currently sitting in your yard that
is scheduled for maintenance By Actual Days.
This can be used to identify equipment scheduled By Actual
Days maintenance, when it is not currently out on a rental
contract, as it may not require service if it has not been used or
service may already have been completed at the last rental
return.
Note: Whether the equipment is in the yard or out on rent, it
will still be listed on the resulting edit list if maintenance is
due, but a Work Order does not need to be created if no maintenance
is required.
Finished:- Click ACCEPT to continue or CANCEL to abort.
- IN STORE PRODUCTS screen
- The In Store Products List is only
generated if the option to Include in Store Products in the
maintenance edit list, has NOT been selected.
The equipment list can be used to cross check whether equipment
currently in the yard really needs service, as the maintenance may
no longer be required if it has already been completed at Rental
Return or if the equipment is not being used.