Defining PM routes and equipment within routes

A route is a list of equipment that may be associated with a work order or preventive maintenance equipment record as an indication of the scope of work to be performed, i.e., number of repetitions. Several pieces of equipment that are serviced together often follow a particular route. Identify these routes and give them a route code.

Note:  If you have purchased the GIS integration, you may view routes on a GIS map from the Routes form. See Viewing GIS maps from equipment records (Infor EAM).

If installation parameter ROUTEEOB is set to Y, the system creates MEC work orders when their parent work order is released, assuming the parent work order is associated with an equipment based route. Additionally, if the child equipment is configured to associate its map with work orders when they are released, the system associates the appropriate map with each MEC work order. See Adding Equipment to Work Orders to Split Work Order Costs for more information about MEC work orders.

To define PM routes and equipment within routes:

  1. Open the Routes form.
  2. Click Save Record.
  3. Organization—Enter the organization to which the route belongs if you use multi-organization security.
  4. Route—Enter a unique code identifying the route, and then enter a description of the route in the adjacent field.
  5. Equipment Class—Enter the class of the equipment to inspect. The classes shown belong to the OBJ entity.
  6. Category—Enter the category of equipment or route to associate with a regular route inspection.
  7. Template—Select to associate categories with the route. Unselect to associate equipment with the route.
    Routing templates apply to similar equipment requiring the same maintenance action and to equipment that moves so frequently that updating routes may be impractical. When you select Template, the system generates a dynamic list of all equipment that might apply to that work order, regardless of where you move the equipment. When you unselect Template, the system lists only the specific equipment listed on the work order. When you select Template, you may not specify a Category. If you select Template after entering a Category, the system clears the Category you entered.
  8. Revision Status—Enter the revision status for the route.
    The system automatically populates Revision.
    Note: You can enter a Revision Status only if the PMRVCTRL installation parameter is set to Yes. Contact your system administrator for more information.
  9. Click Save Record.
  10. Click the Equipment tab.
  11. Click Add Equipment.
    The system automatically populates Sequence Number with the next consecutive number according to the INCRLINO installation parameter.
  12. Equipment—Enter the equipment to include in the route.
    The system automatically populates the equipment description, Equipment Type, and Equipment Org.
  13. Sequence Number—Modify the sequence number as necessary.
  14. Click Submit.
    Note: To delete equipment from a route, select the equipment to delete, and then click Delete Equipment.