Asset Management Tools – 2 of 3


Looking for a quick way to update meter readings on multiple assets? Or, need to update warranty expiration dates on a series of assets? Maintenance Connection offers tools to complete both of these tasks from a single screen, eliminating the need to update individual assets one record at a time.

Meter Manager

Meter readings, such as hours in operation or miles driven, are maintained on assets to allow for PM Scheduling based on defined intervals. For example, a PM could be defined to trigger a PM for an oil change when a vehicle has been driven 5K miles. In order to generate the PM at the correct interval, MC must know what the current reading is on the asset (e.g., vehicle). While current readings may be entered when corrective work is performed, many organizations also update readings on specific assets on a periodic basis (such as a monthly update of mileage readings on vehicles).

To update meter readings on a set of assets:

  • Open the Meter Manager Tool (Tools->Meter Manager)
  • Use the Asset Hierarchy on the left to identify the “parent location” of the assets on which meter readings are to be recorded. In the below example, we have selected the Delivery Truck Location to view the current readings of all Delivery Trucks listed under that node:

 

  • To limit the view to only those assets designated to “Use Meters”, enter the following criteria in the available search fields at the top of the lookup and click the green arrow. The list will refresh to only show assets marked to “Use Meters.”

Tip: Remember to use the “All Levels” Indicator to view all assets under that location, even if they are not a direct “child” of that node.

 

  • Once the correct assets are displayed, enter the updated readings in the Meter 1 or Meter 2 column, depending on the field in which the desired reading is maintained. You will note that the current value cannot be “selected”; you must correct the existing value or delete it and enter a new one.
  • When you are finished entering values for the currently displayed page, click Save.
  • Repeat this process for any additional locations. When you are finished, click Close to exit the dialog. The updated readings will be posted to your assets and can be viewed on the Asset Meter Tab.

 

Warranty Manager

The Warranty Manager uses a very similar process to update Warranty Expiration Dates on multiple assets from a single page.

To update warranty expiration on a set of assets:

  • Open the Warranty Manager Tool (Tools->Warranty Manager)
  • Use the Asset Hierarchy on the left to identify the “parent location” of the assets on which warranty expiration dates are to be recorded. The following shows the values for the same assets selected in the above Meter Manager example:

 

  • Once the correct assets are displayed, enter the updated or new warranty date in the space provided. You can enter the dates in a variety of acceptable formats as MC will convert to a valid date upon saving (e.g., with 4 digit year).

 

  • When you are finished entering values for the currently displayed page, click Save.
  • Repeat this process for any additional locations. When you are finished, click Close to exit the dialog. The updated warranty expiration dates will be posted to your assets and can be viewed on the Asset Details Page.

 

Tip: Refer to the System Administration – Asset Tools Chapter of the User Guide for more information on asset management tools.

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