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Best practice for maintaining Functional Location / Equipment in Maintenance Items and orders

Dec 05, 2016 at 03:07 PM

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I want to ask you about how best to utilize and maintain the Reference Objects and Object lists for maintenance items.

I'm familiar with the decision process regarding the choice of using Equipment or Functional location.

Most of our Maintenance Plans use only Functional Locations even though there might be an Equipment below in the structure. This was done to avoid having to change the Maintenace Items whenever there was a change in the installed Equipment. If we had the need to review which Equipment actually was worked on at a specific time we could just look at the EQ usage list.

Recently we have had to introduce serialized Equipment and started to create Maintenance Items on the Equipment as a Reference Object (With FLOC being auto-populated). Here we typically have FLOCs with several EQ below.

For our users it has been difficult to relate to an Equipment in some cases and FLOC in other cases. Should they always populate the Equipment Reference in the Order headers and so on.

It's also proven difficult when creating reports to relate to both EQ and FLOC.

Hopefully someone has experience regarding this. And then we can continue discussing the use of Object lists using Equipment as a lead Object.

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