The World of Computer Software/The World of Computer Software.iso/qt3.zip/EQUIPMEN.DOC

Text File | 1992-02-13 | 47KB | 1,141 lines

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B                            EQUIPMENT
B
D     The Equipment Main Menu can be used to add new equipment,
D     set up equipment maintenance schedules, and display and
D     print equipment inventory.
D
C     NOTE: Network users should remember that the equipment
C     record you are editing will remain locked the entire time
C     you are in the edit screen, so you should make your changes
C     as quickly as possible so that other users can gain access
C     to that equipment record.
C
B7.1  Add New Equipment
B
D     To ease initial data entry, you should add all pieces of
D     equipment in a particular equipment classification together,
D     since most of the data entry information will be retained
D     for each successive piece of equipment as it is added. If
D     the equipment item is the same, you will not have to retype
D     repetitive information such as model, manufacturer,
D     equipment class, purchase date, equipment cost, etc., unless
D     it changes. Also, PM scheduling information can be copied
D     from existing equipment items.
D
D     After establishing the Support Data databases, new equipment
D     can be added to the inventory through the "Add New
D     Equipment" menu selection. The new Equipment IDentification
D     is entered and checked for duplication. If possible, you
D     should enter the equipment ID in all upper case format -
D     this will make future input and data searches easier.
D
D     The equipment Classification entered, and if found in the
D     Equipment Class database, the equipment Description is
D     automatically inserted. If the classification is not found,
D     a pop-up window will be displayed of possible
D     classifications to use. You may select one of the displayed
D     classification codes (It is necessary to add new equipment
D     classifications from the Support Data Main Menu - "Equipment
D     Class Codes" option prior to entering equipment). You may
D     use <ESC> to bypass the Class Code field if none of the
D     class codes presented is appropriate. The equipment Model,
D     Description and Serial number are prompted next. If you wish
D     to use the default description selected from the equipment
D     class code, just use <Enter> at the Description prompt.
D
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D     Next the Account/Department assigned to the equipment is
D     prompted. The Account/Department entries will be checked for
D     a match in the account database. If a match is found, the
D     primary account or department name will automatically be
D     displayed in the Location field. This may be changed if
D     required. If an entry match is not found, a pop-up window of
D     available choices is displayed. You can then browse through
D     these choices by using the up or down cursor keys. Pressing
D     <Enter> will select the highlighted choice. If the correct
D     account number is not found in the pop-up window of
D     available choices, you may use <ESC> to leave the field
D     blank, go to the Support Data Main Menu to add the missing
D     name or account number, and then return to the new piece of
D     equipment to fill in valid names or numbers in the fields
D     that have been left blank.
D
D     The Manufacturer (Mfg) and Vendor are also checked in the
D     Manufacturer/Vendor database for a match. If a match is
D     found, the complete name will be displayed. Otherwise a
D     pop-up window will be displayed for your selection. If the
D     entry you want is not available, you may use <ESC>, but
D     should remember to come back to the "Equipment Edit" option
D     to enter the information as soon as it is entered into the
D     Manufacturer/Vendor database (Support Data Main Menu).
D
D     The Date Acquired, Equipment Cost, and Warranty End date are
D     prompted. A message is displayed during work order entry for
D     equipment items that are still under warranty and reports
D     are available to let you know when warranties expire.
D
D     The Specialty code is entered next. The specialty code is a
D     data field that can be set up to categorize equipment and
D     pending work. For example, if a certain piece of equipment
D     normally would require an electrician to accomplish routine
D     PM maintenance, a code of "ELE" could be used for the
D     specialty code, then scheduled work orders could be sorted
D     by specialty for easier distribution. Estimated labor
D     requirement reports can also be sorted by equipment
D     specialty.
D
D     A Miscellaneous Data field is available to enter various
D     notes about the equipment item. Additionally a Contract Cost
D     and Contract Expiration Date may also be entered. As with
D     the Warranty End Date, you will be notified as you are
D     entering unscheduled work orders when an item has a service
D     contract in effect. Reports are available to let you know
D     when contracts are about to expire.
D
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D     Equipment history fields may be edited from the Equipment
D     Maintenance screen, although, normally, these fields are
D     computed from completed work order history. If you wish to
D     record previous totals for a newly entered piece of
D     equipment, you may enter the Total Hours, Total Labor Cost,
D     Total Parts Cost, and Total Vendor Cost. When you make
D     changes to these fields, the totals may not balance with
D     that generated from work order history.
D
D     After all of the fields have been entered, these options are
D     displayed:
D
C               A) - Accept E) - Edit R) - Reject : new
C               equipment item
C
D     If everything has been entered as desired, enter "A". If you
D     need to make changes to the inputs, enter "E", or if you
D     wish to reject the item entirely, enter "R". If you accept
D     the item, you will be asked to enter the equipment
D     Preventative Maintenance Schedule (PM Schedule), as
D     described in the next section.
D
B7.2  PM Scheduling and Assigning PM Procedures
B
D     PM schedules should be added for each equipment item. These
D     schedules will be used to generate scheduled work orders.
D     From one to thirty PM procedures can be assigned to each
D     equipment item. Each procedure has an associated maintenance
D     interval (entered in days) and a next due date. Two types of
D     maintenance schedules are possible: fixed and floating
D     (which will be described in more detail in this section). A
D     very flexible maintenance schedule can be created using the
D     available features.
D
D     Since the scheduling of equipment is probably the most
D     important thing you will do when using EM/dBS, you should
D     make sure you understand how the scheduling works and read
D     through the examples included in this section before
D     attempting to begin data entry.
D
C     NOTE: To remove an obsolete schedule, always put the scroll
C     bar on the obsolete schedule and use the <DEL> key to delete
C     it. Never decrease the Interval or set an old Next Work
C     Order Date, since this could cause many unwanted work orders
C     to be generated the next time a new period schedule is
C     opened.
C
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D     Maintenance Intervals are entered as the period of time in
D     days between PM inspections. Periods between inspections can
D     be from 1 to 999 days. Generally, an interval of "7" (weekly
D     schedule) is the shortest interval you would ever want to
D     select.
D
D     Dependency numbers are entered to indicate that two or more
D     PM Procedures for a given equipment item are related to each
D     other. Schedules can be set up so that when a major
D     maintenance is scheduled, the instructions from a minor
D     maintenance for the same item is included in the major
D     maintenance equipment PM procedure. In this case, it will
D     not be necessary to create a separate work order for the
D     minor maintenance at the time the major maintenance is due.
D     The major and minor maintenance schedules can be made
D     dependent. Then, whenever the major maintenance is due (the
D     one with the longest interval), the associated minor
D     maintenance work order will not be created, but the service
D     history will be updated for both procedures when service has
D     been completed. Dependency numbers from 0-9 may be entered.
D     Examples 3 - 4 in this section should help make this concept
D     clear.
D
D     Next Work Order Date is the date that the next scheduled
D     work order should be due for the procedure being scheduled.
D     The system will automatically generate the next work order
D     on that date, and then update the date for the proper
D     generation of subsequent work orders. (dBASE users should
D     note that LDUE="Next Work Order Date" - FREQ).
D
D     Floating indicates whether a floating or fixed schedule
D     should be used. Enter "Y" for a floating schedule and "N"
D     for a nonfloating, or fixed, schedule. Floating schedules
D     should be used when the due date of each work order
D     generated depends on the actual date that the last service
D     was completed. For example, if a piece of equipment has an
D     interval of 30 days, and a work order is completed on June
D     30, then the next work order will be due on July 30. Fixed
D     schedules, on the other hand, should be used when the work
D     orders should always be generated on a fixed date,
D     independent of the date that the work is actually completed.
D     For example, if a weekly schedule is being used and certain
D     work should always be scheduled for Monday, then a fixed
D     schedule should be specified. If the Next Work Order Date is
D     entered for a Monday, all subsequent work orders will also
D     be generated on Monday, even if the work is actually
D     completed on a Tuesday. Fixed schedules must be used when
D     two or more PM schedules are assigned and they are related
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D     with the same Dependency number.
D
D     Each type of scheduling, fixed or floating, has its own
D     advantages. The major advantage of a fixed schedule is that
D     it is easier to schedule manpower since you can adjust work
D     to always be due at specific times. Since the schedule can
D     be projected into the future, work orders can be
D     automatically opened for several Intervals into the future
D     (for example, if work orders are opened monthly, four work
D     orders can be opened for items using a fixed weekly
D     schedule).
D
D     When it is important that the time between service can never
D     be longer than the service Interval, even when the previous
D     service was completed early, floating schedules offer an
D     advantage. Floating schedules are also used when the PM
D     service is often late and you want the last service date to
D     determine when the next PM is due. For example, if work is
D     completed late for equipment using a fixed schedule, less
D     than one Interval would elapse before the next work order is
D     generated; but when the work is completed late for a
D     floating schedule, the next work will be due exactly one
D     Interval after the work was completed. Since the open date
D     of each floating schedule work order depends on the close
D     date of the previous work order, they have the disadvantage
D     that the schedule cannot be projected into the future, so
D     only one work order at a time can be opened. If scheduled
D     work orders are normally opened monthly, the Open New Period
D     Work Order Schedule option will need to be rerun several
D     times a month, after floating work orders have been closed,
D     to generate the required weekly and daily floating interval
D     work orders.
D
D     Several examples will now be discussed to make the
D     scheduling methods clear.
D
B     7.2.1   Example 1: Hospital Bed Maintenance
B
D     The first equipment item is a hospital bed, equipment ID
D     "BED2000", which must be lubricated and have an electrical
D     system check four times a year. A procedure "BEDMAINT" has
D     already been set up (Support Data Menu - "PM Procedure"
D     option) with detailed instructions for how to perform the
D     required lubrication and the electrical checks. The
D     following schedule could be used:
D
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D     (Table removed)
D
D     The assigned inspection interval is once every 91 days. The
D     next scheduled work order will be due 01/22/91. The
D     dependency has been assigned the number 1, but is of no
D     significance at this time because no other PM Procedure has
D     been assigned to Equipment ID "BED2000". Floating is No (N)
D     which indicates that when the work order is closed, the
D     inspection date will not float (it will be fixed) and the
D     inspection date 01/22/91 will be updated successively every
D     91 days (04/23/91, 07/23/91, 10/22/91, 01/21/92, etc.). The
D     text associated with PM procedure "BEDMAINT" will be printed
D     at the bottom of each scheduled work order.
D
D     If the Floating field were Yes (Y), the date of inspection
D     entered on the work order would float and the next
D     inspection date would be 91 days from the date the actual
D     inspection took place as indicated by the "Date Completed"
D     when closing a work order. It is required that the Floating
D     be assigned as No (N) whenever several procedures are
D     assigned with the same dependency, or if you want your PM
D     schedule to be updated on a fixed time schedule.
D
D     Note that other beds may also be assigned to the procedure
D     "BEDMAINT", and, in fact, an option is available to copy the
D     entire PM Schedule from one piece of equipment to another to
D     facilitate data entry.
D
B     7.2.2   Example 2: Air Conditioner Unit
B
D     An air conditioner, equipment ID "AIR100", requires regular
D     maintenance every 6 months. In addition, special inspections
D     are required in June, July, and August. To accommodate these
D     requirements the following schedule could be used:
D
D     (Table removed)
D
D     Note that none of the procedures are related to each other
D     since they all  have different dependency numbers. The
D     "AIRSERV" procedure will be performed every six months. In
D     addition, the "AIRINSP" inspection will be performed every
D     June, every July, and every August. The schedules are fixed
D     so that they will always be due at the same time of year.
D
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B     7.2.3   Example 3: Electric Motor
B
D     An electric motor, equipment ID "MO100" must be inspected
D     every three months, a minor service must be performed every
D     six months, and a major overhaul must be performed annually.
D     Note that every six months, when the minor service is due,
D     the three month inspection must also be performed.
D     Similarly, when the annual overhaul is required, the six
D     month minor service must be performed and the three month
D     inspection must be made. Three procedures have already been
D     set up (Support Data Menu - "PM Procedures" option).
D     "INSPCTMO" outlines the three month inspection instructions,
D     "MINMO" outlines the six month minor service instructions as
D     well as the three month inspection instructions, and "MAJMO"
D     details the annual major overhaul instructions, the six
D     month minor service instructions, and the three month
D     inspection instructions.
D
D     A sample maintenance schedule would be:
D
D     (Table removed)
D
D
D     Equipment Item "MO100" has been assigned three inspection
D     schedules of 364 days, 182 days and 91 days between
D     inspections. The dependency has been set to 1 for each
D     procedure.
D
D     When the same dependency number is assigned to different
D     procedures for an equipment item, it indicates to the EM/dBS
D     System that the smaller interval (shorter period) procedures
D     are included and are part of the larger interval (longer
D     period) procedures. This concept is very important and must
D     be correctly understood to get the most from the EM/dBS
D     System.
D
D     The schedule shows that MAJMO, MINMO, and INSPCTMO are all
D     due on 01/22/91. Since MAJMO has the largest interval (364
D     days), it is assumed by EM/dBS to be the major maintenance
D     procedure. Annually, when a work order is generated for this
D     procedure, no work orders will be generated for MINMO or
D     INSPCTMO, but the next due dates for all three procedures
D     will be updated by their respective intervals (So that MAJMO
D     will next be due on 01/21/92, MINMO on 07/23/91, and
D     INSPCTMO will be due on 04/23/91).
D
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D     After three months, on 04/23/91, INSPCTMO will be due, but
D     MAJMO and MINMO are not due. A work order will be opened for
D     INSPCTMO, and its schedule will be updated to 07/23/91.
D     Since both MAJMO and MINMO are for a greater interval, the
D     generation of this work order will not cause either of their
D     schedules to be updated.
D
D     After three more months, on 07/23/91, both MINMO and
D     INSPCTMO will become due. Since MINMO has a longer interval
D     than INSPCTMO, it will be assumed the major maintenance for
D     this period, and a work order will be opened for MINMO. No
D     work order will be opened for INSPCTMO, but the next service
D     date for both schedules will be updated (MINMO will be
D     01/21/92 and INSPCTMO will be 10/22/91).
D
D     Service for this piece of equipment will continue
D     indefinitely in this manner, alternating among the various
D     maintenance schedules.
D
D     Note that Floating is set to "N" in this example, since
D     fixed schedules must be used when schedules are dependent.
D     Note also that when dependencies are used, the intervals
D     should be even multiples of each other (e.g., 91, 182, 364)
D     to prevent unexpected scheduling duplications.
D
B     7.2.4   Example 4: Electric Motor #2
B
D     The maintenance schedule for another motor, equipment ID
D     "MO101" looks very similar to that in example 3, but the
D     work orders produced will be quite difference because the
D     schedules are not dependent. The same inspection (INSPCTMO)
D     must be performed 91 days from the time that the last
D     inspection was made. In addition, every 182 days, minor
D     maintenance (MINMO2) should be performed. Since a different
D     technician will perform the work, a separate work order is
D     required, and inspection instructions in INSPCTMO are not
D     included in the MINMO2 procedure. Once a year a major
D     overhaul is required. This is also performed by a separate
D     technician and a separate work order is required. The
D     following schedule could be used:
D
D     (Table removed)
D
D     Equipment ID "MO101" has also been assigned three inspection
D     schedules of 364 days, 182 days and 91 days. The dependency
D     is unique for each inspection procedure. These inspection
D     procedures are, therefore, not related to each other and do
D     not interact. When procedure MAJMO2 is completed, only that
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D     procedure's  inspection date is updated.
D
D     In this example, since different technicians perform each
D     type of maintenance, the schedule dates are offset slightly
D     so that the work orders will never be due at the same time.
D
D     Note in this example that Floating is N (fixed) for MAJMO2,
D     and Y (floating) for MINMO2 and INSPCTMO. Upon completion of
D     MAJMO2, the next scheduled PM will be fixed at 364 days from
D     the 01/22/91 date. However, upon completion of MINMO2 and
D     INSPCTMO, the dates of their next scheduled PM's will float
D     and be 182 days and 91 days, respectively, from the actual
D     completion dates for each as entered on the closed work
D     orders (Note that, because the schedules float, future
D     maintenance required for MINMO2 could become due on the same
D     date as that for INSPCTMO or MAJMO2 based on the close dates
D     of previous work orders, so a fixed schedule might actually
D     work better in this example).
D
B     7.2.5   Example 5: Group of Fire Extinguishers
B
D     This example illustrates how to use EM/dBS to group several
D     equipment items on one scheduled work order, rather than
D     producing an individual work order for each item. This is
D     often useful to perform simple routine maintenance or
D     inspections on a group of similar items (such as fire
D     extinguishers).
D
C     NOTE: This method should only be used when it is not
C     necessary to keep scheduled PM work order history for each
C     equipment item.
C
D     Fire extinguishers "F101", "F102", and "F103" need to be
D     checked every six months. They have been entered as separate
D     equipment items, but it is not desirable to generate a
D     separate work order for the inspection of each fire
D     extinguisher; instead they should be checked as a group. To
D     handle this, a new equipment item, "F100", is entered to
D     represent the entire group of fire extinguishers. A
D     procedure, "F100EXT", is set up (Support Data Main Menu -
D     "PM Procedures" option), which outlines the inspection
D     procedure and lists the equipment ID's, locations, and other
D     information required to locate and identify each fire
D     extinguisher. If Procedure "F100EXT" is specified in the
D     maintenance schedule for "F100", it will be printed when
D     scheduled work orders are generated, and can be used to
D     service the entire group of fire extinguishers.
D
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D     Note that using this method, when this work order is closed,
D     the history for equipment ID "F100" will be updated, not the
D     individual histories for "F101", "F102", and "F103". If
D     problems were discovered during the group inspection, they
D     can be noted in the service note for "F100" and an
D     unscheduled work order can be opened for the problem unit(s)
D     (Work Order Main Menu - "Open Unscheduled Work Order"
D     option) using equipment ID "F101", "F102", or "F103" (In
D     this example, none of the individual fire extinguishers
D     would have an assigned PM schedule; only the fire
D     extinguisher group, "F100", would. However, any unscheduled
D     work order to refill a particular fire extinguisher would be
D     made for "F101", "F102", or "F103" and would be so noted in
D     the history of each).
D
D     If you are using the long work order print format (Support
D     Data Main Menu - Utilities Menu - Utilities Menu, page 2 -
D     "Memory Variables" option), you can set up any individual
D     equipment ID to print only the PM procedure (and suppress
D     printing the equipment descriptive information and work
D     history) by beginning the equipment ID name with "..". This
D     option is useful for setting up "group" equipment ID's, as
D     in the example above. Since the equipment ID, "F100",
D     represents a group of fire extinguishers, the associated
D     equipment description, location, serial, and work history
D     are not very meaningful. So, if the sample equipment ID had
D     been "..F100", only the PM procedure would be printed on
D     work orders. Note that other scheduled work orders (and
D     unscheduled work orders for individual equipment items),
D     would still have the entire equipment information and work
D     order history printed. On the other hand, selecting the
D     short print format (from the "Memory Variables" option),
D     suppresses the equipment information and history for all
D     scheduled work orders.
D
D     Generally, unscheduled work orders will be opened only for
D     individual equipment items, rather than for equipment
D     "group" ID's. However, if you do open an unscheduled work
D     order for a group beginning with "..", as described above,
D     remember that only the work order number and equipment ID
D     will print unless a procedure exists that has the same name
D     as the group's equipment class. Special "equipment classes"
D     can be set up for each group ID or type, if desired.
D
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B     7.2.6   PM Schedule Data Entry
B
D     Once you understand how the maintenance scheduling works
D     (see examples above), you can set up very flexible schedules
D     for your equipment. During data entry you will first be
D     asked if you want to copy the schedule from another
D     equipment item. Of course for the very first schedule
D     entered there will be nothing to copy, but after that you
D     may use the previously entered schedules as templates for
D     creating new schedules. The program default is set to the
D     schedule of the previous
D
D     equipment item entered, so you may wish to organize your
D     data entry into categories of equipment with similar
D     maintenance schedules. For each procedure entered, you will
D     be prompted for the following information:
D
D     The PM Procedure Name is a unique code or name for a
D     specific PM procedure. Assign PM procedures for each
D     equipment classification and equipment model, or for any
D     other requirements you may have (Support Data Main Menu -
D     "PM Procedure" option). PM procedure names must be added
D     through the Support Data Main Menu before you can assign the
D     PM procedure name to an equipment PM schedule (The text of
D     each PM procedure may, however, be entered later).
D
D     PM procedure codes should follow a basic format that assist
D     in the identification of the procedure. For example, an
D     alpha-numeric code such as "HEXC-01" could be the code for a
D     Heat Exchanger PM procedure. "ACCU AN" could be the code for
D     the annual PM inspection procedure for an air cooled
D     condenser unit. Several coding classifications have been
D     developed already by professional engineering groups and
D     could be adapted for use with the EM/dBS Equipment
D     Maintenance System. Some PM procedures are available in
D     ASCII format on diskette and may be imported directly into
D     the PM procedure database (Support Data Main Menu - "PM
D     Procedures" option).
D
D     The maintenance Interval should be entered in days between
D     service. The Dependency is a number from 0-9. Dependent
D     procedures should have the same number, independent
D     procedures should not use the same number. The Next Work
D     Order Date is the date that you would like the first
D     scheduled work order to be due. When procedures are
D     dependent, their intervals should be even multiples of each
D     other (e.g., 30, 90, 180 days).
D
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D     Setting Floating  to "Y" indicates that the equipment
D     schedule is allowed to float into a new schedule period when
D     PM work orders are completed out of normal sequence. For
D     example, if an equipment PM work order is completed a month
D     early, the next scheduled PM will be due a month sooner if
D     the schedule is allowed to float (Floating = "Y"), or at the
D     exact scheduled time if the PM Float has been fixed
D     (Floating = "N"). This will also be the case if work orders
D     are completed late. Most departments elect not to have
D     floating PM schedules and accept the default value of N (No)
D     to maintain fixed schedules. If the default value of N (No
D     float) is selected, the PM schedule's Next Work Order Date
D     will be updated to a fixed number of days, indicated by the
D     PM interval, from the last scheduled due date regardless of
D     the date the work was actually completed. Careful
D     consideration should be given for which choice is selected.
D
C     NOTE: Dependent floating procedures are no longer supported
C     in EM/dBS Version 3.50. If you have dependent floating
C     schedules, they will be handled as independent schedules for
C     generation of work orders.
C
D     Two other columns appear on the screen, the Number of Open
D     Work Orders and the Last Service Date. These fields are not
D     important for new schedules, but when editing an existing
D     schedule the information is helpful. If possible, the
D     schedule should not be changed while other work orders are
D     open (for any dependent procedures) since the new schedule
D     may not be compatible with the work orders already open and
D     duplicated work may result. The last service date indicates
D     the date that the last work order for the procedure (or a
D     dependent procedure of longer interval) was closed.
D
D     If at any time a mistake is made while entering the PM
D     schedule, you will may edit the data by positioning the
D     cursor on the appropriate line and press the <Enter> key.
D     Then type in the corrected value(s). <ESC> can be used to
D     abort the changes. A new procedure can be added by moving
D     the cursor to a blank line or using <F9>. <DEL> can be used
D     to delete a scheduled item, and  <F2> can be used to save
D     the schedule.
D
D     After completion of the entry fields for adding new
D     equipment, you will be asked to accept the information, and
D     then asked if additional equipment is to be added. If you
D     choose to add more equipment, most of the information you
D     entered for the previous equipment record can be carried
D     over to the next equipment record. This feature allows you
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D     to rapidly enter new equipment data by just pressing the
D     <Enter> or <PgDn> key for repetitive data.
D
B7.3  Display Equipment Information
B
D     Equipment information is displayed on the screen and edited
D     through the "Display Equipment Information" menu option. The
D     equipment can be located for display by various search
D     options as detailed in the sections below.
D
D     If a unique ID is entered (and the exact match prompt is set
D     to "Y"), the one equipment record selected will be
D     displayed. If "All" is entered, or if more than one piece of
D     equipment meets the input criteria, a DataView screen will
D     be displayed which lists the equipment items meeting the
D     input criteria. To look at the details of any item, use the
D     up, down, left and right cursor keys to scroll through the
D     list until you get to the desired equipment item. Then use
D     the <Enter> key to "zoom in" on the actual equipment record.
D     The equipment information can be edited and the entire
D     equipment work order history and PM schedule can also be
D     displayed for any equipment record through these menu
D     selections.
D
C     NOTE: The EM/dBS system always keeps the equipment database
C     sorted by equipment ID and serial number, so displaying all
C     equipment by equipment ID or serial number will produce an
C     immediate display. When only part of the data is selected
C     for display, or when another sort order is specified, the
C     data must first be sorted in the proper order, so it will
C     take longer before the information is displayed on the
C     screen.
C
B     7.3.1   Equipment ID
B
D     Entering the equipment identification number will display
D     the matching equipment record on the screen when the exact
D     match prompt is set to "Y". When exact match is set to "N",
D     all matching records will be displayed. If no match is
D     found, a message will be displayed.
D
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B     7.3.2   Serial Number
B
D     Entering an equipment serial number will display the
D     associated equipment record(s) on the screen.
D
B     7.3.3   Account/Department
B
D     Entering the Account/Department identification code will
D     display equipment that has been assigned to that particular
D     account or department. If more than one piece of equipment
D     is assigned to the account, a selection list will be
D     displayed. If no record or equipment is found, a message
D     will be displayed.
D
B     7.3.4   Equipment Description
B
D     Entering a partial or complete equipment description will
D     give a listing to the screen of equipment that have all or
D     part of the entered description. Using the following list of
D     equipment,
D
D                    Monitor, Patient
D
D                    Patient Monitor
D
D                    ECG Monitor
D
D                    Patient ECG Mon.
D
D     the first three items will be displayed on the screen if the
D     description is entered as "MONITOR", and exact match is set
D     to "N". This is because all three have the word monitor
D     somewhere in the actual description. Notice that Patient ECG
D     Mon. will not be displayed because it does not have the
D     letters "itor" in the description. If the search entry had
D     been shortened to "MON", all of the four examples would have
D     been displayed.
D
B     7.3.5   Model
B
D     Entering the model identification will display a list of all
D     equipment that has been assigned the entered model number.
D
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B     7.3.6   Equipment by Location
B
D     All equipment that has been assigned to a specific location
D     can be displayed to screen with this menu selection. The
D     location may be entered as a specific component within a
D     larger equipment assembly, or more generally as in a room,
D     on a floor, or within a certain building.
D
B     7.3.7   Equipment Classification
B
D     Entering the Equipment Classification will display all
D     equipment that has been entered into the equipment database
D     having that classification. The classification code may be
D     entered partially to obtain several matches of classes, or
D     exactly the same as when it was initially defined for the
D     piece(s) of equipment you wish to display.
D
B     7.3.8   Manufacturer
B
D     Entering the manufacturer identification code will display
D     all equipment manufactured by the entered manufacturer.
D
B     7.3.9   Vendor
B
D     Entering the vendor identification code will display all
D     equipment distributed by the entered vendor.
D
B     7.3.10  Misc. Data
B
D     A user-defined field called Miscellaneous Data allows you to
D     enter special notations and identifications as required. You
D     can then display matching miscellaneous data fields with
D     this option by entering the miscellaneous data you wish to
D     list.
D
B7.4  Equipment Reports
B
D     Many reports are available from the Equipment subsystem.
D     These include a master inventory list, lists by various sort
D     categories, work order histories, and warranty and service
D     contract expirations. Sample reports are included at the end
D     of this manual.
D
D     Printing any of the following reports may be aborted, if
D     necessary, by pressing <Alt - C>.
D
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B     7.4.1   Print Master Inventory
B
D     The equipment master inventory is printed through this menu
D     selection. The report is printed by equipment identification
D     number. The total number of equipment records are displayed
D     in parentheses to the right of this menu option.
D
D     An "*" is displayed in the Acquisition Date column for items
D     under service contract.
D
B     7.4.2   Print Account/Department Inventory
B
D     A complete listing of all equipment by all
D     accounts/departments, or just a single account/department,
D     is selected through this menu option.
D
B     7.4.3   Print Equipment Inventory by Classification
B
D     An equipment inventory by equipment classification is
D     printed through this menu selection. You have the option of
D     printing the entire equipment inventory by all
D     classifications or the equipment in just one classification.
D
B     7.4.4   Print Equipment Inventory by Description
B
D     All equipment matching the entered equipment description
D     will be printed. The match can be anywhere in the
D     description and does not have to start with the entered
D     characters. Examples of similar equipment may have the
D     following descriptions:
D
D                    Monitor, Patient
D
D                    Patient Monitor
D
D                    ECG MON.
D
D     All the above equipment items will be printed if "MON" is
D     used as the search description. The listing will be in
D     Account/Department order.
D
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B     7.4.5   Print Equipment by Location Report
B
D     All equipment that has had a location assigned to it can be
D     printed with this menu selection.
D
B     7.4.6   Print Equipment Work Order History
B
D     After selecting this option, a menu will be displayed that
D     will allow you to print history by Equipment ID or by
D     Equipment Class. In each case, the complete historical
D     record for the identified equipment will be printed. This
D     will include work orders in the Work Order file and those in
D     the archive file (history of that has been backed up to
D     floppy disk will not be included).
D
C     NOTE: If you wish this information to be displayed only to
C     the screen, do not use the menu selection. Use the Equipment
C     Main Menu - "Display Equipment Information" option.
C
D     The work order history for all equipment items can be
D     printed by selecting the equipment classification option and
D     pressing <Enter> at the equipment class prompt. This feature
D     can be used to print a master work order history listing as
D     a year end process.
D
B     7.4.7   Print Contract Expiration Report
B
D     All equipment that has been issued a contract expiration
D     date (other than a blank " / / " date field) will be printed
D     in order of expiration due date. This is a powerful report
D     that will summarize the cost of service contracts and the
D     renewal dates for those contracts. When entering contract
D     information in the equipment data fields, only complete the
D     expiration date for equipment that actually has a contract
D     issued or will require a contract after the equipment
D     warranty has expired.
D
B     7.4.8   Print Warranty Expiration Report
B
D     All newly purchased equipment that has had a warranty
D     expiration date entered in the equipment warranty date field
D     of the equipment record will be printed in order of
D     expiration due dates. The equipment warranty expiration
D     report can be very helpful in determining service contracts,
D     training, or parts requirements. Equipment warranty
D     expirations that either were due within the last six months
D     or will be due within the next six months are printed with
D     this option.
D
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B     7.4.9   Print Preventative Maintenance Schedule
B
D     The equipment preventative maintenance schedule, including
D     the next due date and last service date can be printed using
D     this option. The schedule can be printed for all equipment,
D     for only those with a PM Schedule set up, or for only those
D     without a PM schedule. A supervisor password is required to
D     print this report since the standard labor hours information
D     is printed.
D
D     This report shows the last service date and next scheduled
D     service date. It can be useful for internal audit purposes
D     of work performed and needed. However, work order history
D     must be used to provide proof of equipment maintenance. This
D     is because, when work orders are reopened or canceled, the
D     PM schedule's last service date is not changed. The last
D     service date usually represents the date that the last
D     maintenance was performed, but the work order history must
D     be used to prove that the work was completed.
D
B     7.4.10  Quit
B
D     Type "Q" or <ESC> to return to the Equipment Main Menu.
D
B7.5  Equipment Utilities
B
B     7.5.1   Reset Printer
B
D     This allows for resetting the printer to its standard
D     operating mode. Use of this option should not be necessary
D     since all reports return your printer to normal print mode
D     after they complete successfully. However, if there is a
D     problem printing a report, the printer may be left in an
D     abnormal mode and using this option will correct the
D     problem.
D
B     7.5.2   Remove Deleted Equipment from Database
B
D     This utility permanently removes equipment that was marked
D     for deletion from the equipment database. This is primarily
D     designed to remove unwanted equipment records, such as
D     mistakes, from the database. In order to keep an historical
D     record of disposed equipment, a printout of all deleted
D     equipment is made showing the ID Number, Description, Model
D     and Serial Numbers, Manufacturer/Vendor, Account, Location,
D     Cost, Contract Expiration Date, and Class.
D
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C     NOTE: Note that work order history for completed work orders
C     is not deleted when equipment items are deleted. A complete
C     work history is always maintained to document work
C     performed.
C
D     If you wish to reuse old equipment ID's for new equipment,
D     you should first change the name of the equipment records
D     that need to be deleted. This will change the name of the
D     equipment ID's in the Work Order database and the Work Order
D     History database (but not records backed up to floppy disk).
D     Then, after changing the names, the equipment ID's can be
D     deleted to close any open work orders for those ID's, then
D     the new equipment items can be added. If these steps are not
D     followed, new equipment items that are entered using the old
D     ID's will seem to already have equipment work order history.
D
B     7.5.3   Quit
B
D     "Q" or <ESC> returns you to the Equipment Main Menu.
D
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