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Using Interval Codes

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Purpose

Interface

How to Create an Interval Code

How to Edit an Interval Code

How to Delete an Interval Code

How to Print an Interval Code Listing

 

 

Purpose

The Interval Codes program is used to define, edit, delete and print interval codes. Interval codes are used as a metric to determine when service is required for an asset in the Event Software system. The Interval Codes interface enables you to define such values as interval type, change interval, change tolerance and date interval data (if needed). Interval data defined here is closely integrated with the functionality within EM01 - Service Interval Maintenance, particularly with regards to the movement of an asset across different status categories.

 

 

Interface

em40_interface

 

Field Name

Description

Interval Code

A unique code tied to an interval entry in the Event Software system.

Description

Brief description of the interval code.

Interval Type

The unit of measurement associated with the interval code (e.g., miles, kilometers).

Change Interval

The value that represents when the interval should occur.

Report Interval

The trigger value when the system should report the upcoming change interval (e.g., in the Create an Interval Code graphic below, assets assigned to the "Coolant" interval code will appear on the Service Interval Maintenance screen [EM01] — and assigned "Upcoming" status — when the kilometer reading reaches the 40,000 mark).

Change Tolerance

The trigger value when an asset should be assigned a status of "Priority" (yellow highlight) on the Service Interval Maintenance screen. The Change Tolerance value represents a +/- range relative to the Change Interval value. For example, given a Change Interval of 50,000 and a Change Tolerance value of 3,000, an asset's status would be classified as "Priority" when its kilometer reading falls between 47,000 and 53,000. The status would subsequently become "Overdue" (red highlight) when the kilometer reading surpasses 53,000.

Date Tracked

Toggle field that, when selected, enables you to implement time-base interval determinations.

Date Change Interval

A value that represents the number of months when the interval should occur.

Date Report Interval

A value that represents the number of months when the system should report the upcoming Date Change Interval.

Date Tolerance

The trigger value that represents the number of months preceding and exceeding the Date Change Interval when an asset should be assigned a status of "Priority" (yellow highlight) on the Service Interval Maintenance screen.

Activity Code

A unique code that, when defined, enables the interval code to be associated with an activity in the Event Software system.

 

 

How to Create an Interval Code

2)Enter Interval Code
a)In the Interval Code field, enter a name for the new interval code — ensure that the name is not currently being used by the Event Software system.
i)The Interval code not found window appears confirming the new interval code addition.
b)Click Yes.
3)Enter Interval Details
a)In the Description field, enter a brief description of the new interval code.
b)In the Interval Type field, select the most applicable type of interval (e.g., kilometers).
c)In the Change Interval field, enter the value when the interval should occur (e.g., 50,000).
d)In the Report Interval field, enter the trigger value when the system should report the upcoming change interval (e.g., in the graphic below, assets assigned to the "Coolant" interval code will appear on the Service Interval Maintenance screen [EM01] — and assigned "Upcoming" status — when the kilometer reading reaches the 40,000 mark).
e)In the Change Tolerance field, enter the trigger value when an asset should be assigned a status of "Priority" (yellow highlight) on the Service Interval Maintenance screen. The Change Tolerance value represents a +/- range relative to the Change Interval value. For example, given a Change Interval of 50,000 and a Change Tolerance value of 3,000, an asset's status would be classified as "Priority" when its kilometer reading falls between 47,000 and 53,000. The status would subsequently become "Overdue" (red highlight) when the kilometer reading surpasses 53,000.
f)In the Date Tracked field, select the check box to indicate that the interval can be influenced by a time measurement. When checked, the date-related fields will be enabled.
g)In the Date Change Interval field, enter a value that represents the number of months when the interval should occur.
h)In the Date Report Interval field, enter a value that represents the number of months when the system should report the upcoming Date Change Interval.
i)In the Date Tolerance field, enter the trigger value that represents the number of months preceding and exceeding the Date Change Interval when an asset should be assigned a status of "Priority" (yellow highlight) on the Service Interval Maintenance screen.
j)In the Activity Code field, enter an activity code or click the question-mark icon ("?") to search for an activity code. After selection, a description of the activity code appears to the right of the field.
4)Finalise
a)Click Save.

em40_new_1b

 

 

How to Edit an Interval Code

2)In the Interval Code field, enter an interval code and hit <ENTER> or click the question-mark icon ("?") to search for an interval code.
a)The interval code's details appear in the fields below.
3)Modify field data, as needed.
4)Finalise
a)Click Save.

 

 

How to Delete an Interval Code

2)In the Interval Code field, enter an interval code and hit <ENTER> or click the question-mark icon ("?") to search for an interval code.
a)The interval code's details appear in the fields below.
3)Click Delete.
a)The Just Checking window appears requesting deletion confirmation.
4)Click Yes.
a)The interval code will be removed from the Event Software system.

em40_delete_1d

 

 

How to Print an Interval Code Listing

2)Click the Print icon.
a)The EM Interval Codes Output window appears.
3)Select the desired output:
a)VF - View File: Exports the interval code content to an Adobe PDF file.
b)PW: Launches the browser's Print function, enabling you to send the interval code data to a local printer.
c)ES - Spool File: Enables you to send a report to a spool file and then start the printing at a later date and time via System Manager 50 - Display/Start Print Jobs.
4)Click OK.

em40_print_1c