Associate Assets with Activities

After you have defined Maintained Groups, Assets, and Activities, you can associate the Activities with assets and/or rebuildables. However, you can streamline the creation of Activities and associations using an Activity Association Template. Assets need to be associated with Activities before entering the Activity into a Preventive Maintenance Schedule.

Note: The Activity Workbench is generally used to streamline your Activity setups, including Maintained Number/Activity associations. Also, you can streamline the creation of Activity associations using
an Activity Association Template. For example, when you create a Maintained Group, and then Maintained Numbers within that group, you do not need to utilize the Association window to associate those Maintained Numbers with an Activity. If you create an Activity Association Template, the Activity that you associate with the current Maintained Number’s Maintained Group will automatically determine the Activity that is associated with the current Maintained Number.

To associate Assets with Activities:

Navigate to the Activity Association window and Select an Activity from the list of values.

1.1 Within the Main tabbed region, select Capital/Asset or Rebuildable from the Item Type list of values. This field works directly with the Maintained Group and Maintained Item fields. If Capital/Asset is selected, the Maintained Group refers to the Asset Group, and the Maintained Number refers to the Asset Number. If Rebuildable is selected, the Maintained Group refers to the Rebuildable Item, and the Maintained Number refers to the specific serial numbers for the current Rebuildable Item.
1.2 Select a Maintained Group from the list of values. If Asset is populated in the Item Type field, Asset Groups are available in the list of values.
1.2 Select a Maintained Number from the list of values. Only Maintained Numbers associated with the previously selected Maintained Group will be available.
Maintained Numbers are always serial controlled. If you had selected a Non-serialized Rebuildable in the Maintained Group field, then the Maintained Number field is not required.
1.3 Optionally, select a Priority Code from the list of values. This field is for information only.
1.4 Optionally, enter Effective Dates. If the Effective From field is left blank, it will default to the system date. If the Effective To field is left blank, it will default to NULL.

2.1 Within the Activity tabbed region, the Activity Cause will default from the Activity definition, specifying what
situation caused this work to be generated. For example, Breakdown, Vandalism, Normal Wear, or Settings. Optionally, you can select an Activity Cause from the list of values to update this field.

2.2 The Activity Type will default from the Activity definition. This code indicates the type of maintenance activity needed to be done for this Activity. It is used when defining a job or a standard job. This code should remain generic, and should not describe in detail the job to be done. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. Optionally, you can select an Activity Type from the list of values to update this field.

2.3 Optionally, select an Activity Source from the list of values. Activity Source codes are reasons activities need to be executed. For example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. This value will default from the Master Activity information that was created within the Master Item window.

2.4 Optionally, select a Shutdown Type from the list of values. This indicates whether a shutdown is necessary to perform this maintenance activity. For example Required, and Not Required. This field is informational only. This value defaults from the Master Activity information that was created within the Master Item window.

2.5 Optionally, select the Tagging Required check box to indicate whether tag out procedures are required. The Area may need to be secured for operations required for carrying out a Work Order. Tags are generally printed and placed on an asset, warning the plant that the asset is shutdown, and should not be started. This check box helps the planner isolate those jobs that require a tagout. This is for information only.

2.6 The Owning Department responsible for this activity or asset will default from the Asset Number definition.
Optionally, you can update this field by selecting an owning department from the list of values. This is normally a Planner or Supervisor.

2.7 Optionally, select a WIP Accounting Class from the list of values. You can over-write the value that defaults from the Enterprise Asset Management Parameters information, for the current organization.

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