Maintenance: Equipments: Machines + Tools

Process

To get started, navigate to the Maintenance app.

Go to Equipments > Machines & Tools. Here you'll see all active machines and tools in kanban view.

Each kanban card will show you a quick view with information about the equipment likes its name, the model in parentheses, its serial number, assigned employee, and department.

# Request: This will only show you how many open maintenance requests exists related to this piece of equipment.

Date: This will show you the next preventative maintenance minus one day.

 Activity Button: This will allow you to schedule an activity directly from the kanban card directly on the equipment.

 User: This appears if the equipment has been assigned to a particular employee.

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Click NEW.

• Name: Name of the equipment. This is a required field and can be as descriptive as needed.

• Equipment Category: This allows you to organize your equipment and assign a responsible as needed for each category.

• Company: This determines the visibility of the equipment in a multi-company environment. If left blank, all companies can access this equipment. If assigned to a certain company, then only users belonging to this company can access it. 

• Used By: This will show who or what department uses this equipment. This is not a required field so we can leave it blank.

  • Department: This option allows you indicate what department will be using this equipment

  • Employee: This option allows you indicate what employee will be using this equipment
  • Other: This option allows you indicate what department and/or employee will be using this equipment

• Employee: The option to indicate the employee using this equipment will appear if the Used By options "Employee" or "Other" are selected.

• Department: The option to indicate the department using this equipment will appear if the Used By options "Department" or "Other" are selected.

• Maintenance Team: A maintenance team needs to be assigned in order to use the Maintenance tab functionalities.

• Technician: A technician may be assigned for this equipment.

• Assigned Dated: Debug Mode Required. Date the equipment was created/assigned to a new employee or department.

• Scrap Date: Debug Mode Required. Date the equipment was scrapped.

• Used in Location: This field allows you to put in a description of the location of the equipment.

• Work Center:  The work center option is only available if Work Orders is ticked in the Manufacturing app. This will allow you to assign a work center responsible for completed maintenance requests for this equipment. To learn more about how to configure Work Centers, please refer to Operations: Work Orders document.

Under the Description Tab, you may put in a description of the equipment as needed.

Under the PRODICT INFORMATION tab:

• Vendor: Indicate the vendor this item can be purchased from.

• Vendor Reference: This is the vendors reference code for this equipment.

• Model: Enter in the equipment model number.

• Serial Number:  Enter in the equipment serial number or S/N.

• Effective Date: Date at which the equipment became effective. This date will be used to compute the MTBF (Mean Time Between Failure).

• Cost: Enter in equipments cost.

• Warranty Expiration Date: This field will let you set the date the warranty expires for this equipment.

Under the Maintenance tab:

• Next Preventative Maintenance: This field is computed based on the Preventative Maintenance Frequency field.

• Preventative Maintenance Frequency: Indicate the frequency in which tihs equipment will undergo a preventitve maintenance in days.

• Expected Mean Time Between Failure: This field uses the computed average time between failures to estimate the next failure in days from the last corrective maintenance done on the equipment.

• Mean Time Between Failures: This field is computed based on the total average time between failures in day

• Estimated Next Failure: This field uses the Last Failure Date plus the MTBF to estimate its next failure date.

• Latest Failure: This is the date of the last failure this piece of equipment experienced based on the maintenance request date.

• Mean Time To Repair: This field is computed based on the total average time to repair based on corrective maintenances.

Thoroughly review your equipment, then click  to save.

Smart Buttons

•  Maintenance: This will show the associated maintenance requests related to this item.

•  Work Centers: This is the work center information related to the equipment. This will only appear if there is an assigned work center. Learn more by reading our documentation for Work Center.