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.

If org. option ROUTEEOB is set to Y, MEC work orders are created 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 appropriate map is associated with each MEC work order.

See Adding Equipment to Work Orders to Split Work Order Costs.

  1. Select Work > WO Planning > Routes.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the route belongs if you use multi-organization security.
    Route
    Specify a unique code identifying the route, and then enter a description of the route in the adjacent field.
    Equipment Class
    Specify the class of the equipment to inspect. The classes shown belong to the OBJ entity.
    Category
    Specify the category of equipment or route to associate with a regular route inspection.
    Template
    Select to associate categories with the route. Leave blank 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, a dynamic list of all equipment that might apply to that work order, regardless of where you move the equipment is generated. When you clear Template, only the specific equipment listed on the work order is listed. When you select Template, you may not specify a Category. If you select Template after entering a Category, the Category you entered is cleared.

    Revision Status
    Specify the revision status for the route.

    Revision is automatically populated.

    Note: You can enter a Revision Status only if the PMRVCTRL installation parameter is set to Yes. Contact your system administrator for more information.
  4. Click Save Record.
  5. Click the Equipment tab.
  6. Click Add Equipment.
    Sequence Number is automatically populated with the next consecutive number according to the INCRLINO installation parameter.
  7. Specify this information:
    Equipment
    Specify the equipment to include in the route.
    Sequence Number
    Modify the sequence number as necessary.
  8. Optionally, specify this linear reference details information:
    From Point
    Specify the point on the linear equipment record from which to perform the work.
    To Point
    Specify the point on the linear equipment record to which to perform the work.
    From Reference Point
    Specify the origin or starting point on the route where the work will begin.
    From Offset Direction
    Specify the direction of the offset relative to the origin point, e.g., North or South.
    To Reference Point
    Specify the ending point on the route where the work will conclude.
    To Offset
    Specify the ending point of the offset of the segment, i.e, the amount of distance it is offset from the ending point of the linear equipment record.
    To Offset Direction
    Specify the direction the ending point is offset from the linear equipment record, e.g., East to West.
  9. Click Submit.
Parent topic: Creating preventive maintenance work orders