Defining positions

Open the Positions form.

Click New Record.

Organization—Enter the organization to which the position belongs if you use multi-organization security. The system automatically populates Transfer Date and Org.

Position—Enter a unique code identifying the position, and then enter a description of the position in the adjacent field.

Note: If the AUTOANUM installation parameter is set to YES, the system automatically assigns the position number if the Position code is not entered.

Department—Enter the position’s department. The system automatically populates GIS ID, Layer, Location X, Location Y, Map, and Map Org.

Type—Select the equipment type.

Status—The system defaults Status to Installed; this value cannot be changed. Enter the following Equipment Details:

Class—Enter the class of the position.

Category—Enter the position’s category.

Note: If you enter a category for which calibration data has been defined, the system copies the calibration and test point data to the position.

Cost Code—Enter the position’s cost code.

Production—Select if the position is used in production.

Safety—Select to observe safety precautions when working with this position.

Profile—Enter the profile on which to base this equipment record.

Out of Service—Select if the position is not used.

Prevent WO Completion—Select to indicate that work orders for this position should not be closed.

System Level, Assembly Level, and Component Level—Enter the VMRS codes identifying the system, assembly, and component associated with the vehicle. The system automatically populates VMRS Description.

Commission Date—Enter the installation date for the position.

Note: The Commission Date defaults to the current date when you create a position.

Assigned To—Enter the person responsible for the position.

Meter Unit—Enter the position’s primary unit of measure.

Criticality—Enter a criticality code to indicate the relative importance of the position to the overall production of goods or services for your organization.

cGMP—Select to indicate that the equipment is subject to cGMP standards.

Dormant Start—Enter the date on which the dormant period for any PM work orders for the equipment begins.

Dormant End—Enter the date on which the dormant period for any PM work orders for the equipment ends.

Reuse Dormant Period—Select to use the same specified dormant period for any PM work orders for the equipment on an annual basis.

Track Resources—Select to track the resources directly related to this position.

Sold/Scrap Date—Enter the date on which the asset is sold or scrapped. Enter the following Tracking Details:

Manufacturer—Enter the manufacturer of the position.

Serial Number—Enter the serial number of the position.

Model—Enter the model of the position.

Revision—Enter the revision of the position. Enter the following Variables:

Variable 1, Variable 2, Variable 3, Variable 4, Variable 5, and Variable 6—Enter the variables of the position. Enter the following Call Center Details:

Calendar Group—Enter the calendar group for the position. The system automatically populates Calendar Group Org.

Penalty Factor—Enter the penalty factor for the position.

Minimum Deduction/Currency—Enter the minimum deduction allowed. Enter the following Hierarchy details:

Asset —Enter the asset for the position.

Dependent —Select if the position is dependent upon the Asset.

Cost Roll-up—Select if costs should roll up to the Asset.

Location—Enter the location of the position.

Parent Position—Enter the parent position.

Dependent—Select if the position is dependent upon the Parent Position

Cost Roll-up—Select if costs should roll up to the Parent Position. Enter the following Linear Reference Details.

Equipment Length, Equip. Length UOM, Linear Ref. UOM, Ref. Precision, and Geographical Ref.—Enter the linear equipment information. Enter the following Facility Condition Index (FCI) Details:

Note: The values of the FCI details should be entered based on the planning budget and investment figures from a third party audit.

Cost of Needed Repairs—Enter the cost of necessary repairs. The system automatically populates the currency.

Replacement Value—Enter the current replacement value for the equipment. The system automatically populates the currency.

Facility Condition Index—Enter the resultant FCI based on the maintenance details. Cost of Needed Repairs/Current Replacement Value=FCI

Utility Bill Level—Select to mark the asset as having capabilities to record utility bills.

GAS Tracked—Select to set the equipment as GAS (Global Asset Sustainability) Tracked.

Note: If data exists on the Design Consumptionor Actual Consumption forms, the equipment must remain as GAS Tracked.

Facility— Select this checkbox to add the facility record in the ENX Suite list of facilities.

Note: Facility is available for Oracle installations only.

Floor Area—Enter the floor area, and then enter the unit of measure for the floor area.

Estimated Revenue—Enter the estimated revenue the piece of equipment can generate.

Region—Enter the region for the equipment. The system automatically populates Region Org.

Country—Select the country.

Note: Country is available for Oracle installations only.

Primary Use—Enter the primary use for the equipment.

Year Built—Enter the year built for the equipment.

Service Life (years)—Enter the service life of the equipment.

Lock Reliability Ranking Values—Select to lock the reliability ranking values for the equipment on the Reliability Survey tab of the Equipment screen.

Note: If Lock Reliability Ranking Values is selected, the system will not allow the user to modify the reliability survey answers and calculate reliability ranking values for the equipment. The system also prevents the selection of equipment for update on the Batch Update Reliability Ranking Values form.

Reliability Ranking—Enter the reliability ranking code for the equipment. The system automatically populates Reliability Ranking Index, Reliability Ranking Score, Reliability Ranking Values Out of Sync, Reliability Ranking Values Last Calculated, Reliability Survey Last Updated, and Reliability Ranking Setup Last Updated, after answering the reliability survey.

Target Power Factor—Enter the target power factor that has been determined for the asset.

Target Peak Demand (W)—Enter the target peak demand in watts for the asset.

Start Billing Period—Enter the date that the billing period begins. The Peak Demand measurements are relevant after this date.

Note: The Peak Demand alert will update this field based on the specified Bill Every, but manual changes may be required depending on the actual utility invoices received.

Bill Every—Enter the length of the interval of time to pass before the system expects the next bill, and then select the unit of measure in the adjacent field.

Eff. Loss 1% Phase Imb.—Enter the efficiency loss per 1 percent imbalance.

Eff. Loss 2% Phase Imb.—Enter the efficiency loss per 2 percent imbalance.

Eff. Loss 3% Phase Imb.—Enter the efficiency loss per 3 percent imbalance.

Eff. Loss 4% Phase Imb.—Enter the efficiency loss per 4 percent imbalance.

Eff. Loss 5% Phase Imb.—Enter the efficiency loss per 5 percent imbalance.

Performance Manager—Enter the energy performance manager who is responsible for the equipment

Electric Sub-meter Interval—Enter the length of the interval of time in minutes indicating how frequently the electric sub-meter is read.

Electric Usage Threshold—Enter the current in amps above which the equipment is considered running (on).

Click Save Record. If a review has been performed on the Safety tab, the system automatically populates Safety Date Review Required and Safety Reviewed By. If a review has been performed on the Permits tab, the system automatically populates Permit Date Review Required and Permit Reviewed By. If a review has been performed on the LOTO tab, the system automatically populates LOTO Date Review Required and LOTO Reviewed By. The system automatically populates Equipment Configuration, Equipment Configuration Org., and Equipment Configuration Revision.

Note: Click Linear Equipment Search to locate linear equipment for the selected position.