Override option assignable to specific employees/security group to bypass the need to conduct a ‘QC’ on an asset
Content was last updated in 06.01.17-00
Revision History
Version No. | Reference No. | Changes |
06.01.17-00 | R2-17740 and R2-17895 | Change in Design how PAT Testing is executed. |
NA | NA | Content ported from previous release pertaining to same topic. |
An Override option assigned to specific Employees or Security Group to bypass the need to perform a Quick Service record on an Asset to clear the QC status is provided.
The option ensures that the PAT Test Maintenance Group meter doesn’t reset. Overriding also allows the Asset to be Filled or dispatched to the Order. And, upon next return, the Maintenance group will be triggered again.
Sample Workflow
Select the Configuration module > General tab > click the Authorize Action Setup button. The Authorize Action Setup window is displayed. Select the Employees [KMASTER] and [FRANK] in the Authorize Employees To Fill Qc Assets on Order Action (do not select check-box for All or Admin) > click the OK button.
Figure 2.0: Authorize Action Setup in the Configuration Module
Select the Warehouse tab > select the check-boxes Validate QC/Service on Return and Validate QC/Service on Fill. This is as shown in Figure 2.1. Save and exit Configuration module.
Figure 2.1 Configuration setting for Validating QC/Service on Return and Fill
Login to R2 as Employee [JAMES] who is not authorized fill QC Assets on Orders.
Create a serial Item [CRANE#3].
Tag Maintenance Group [PERIODIC90DAYS] with Maintenance Schedule Periodic 90Days to Item [CRANE#3] , as shown in Figure 2.2.
Figure 2.2 Item Edit window
Receive Asset [CRANEASSET#3] and [CRANEASSET#4] for [CRANE#3] on 1 - March - 2017. Based on Maintenance setup the asset is on QC on 30 - May - 2017.
On 29 - May - 2017, open Service module and click Generate Needs Service button. The Assets [CRANEASSETT#3] and [CRANEASSET#4]'s Status will be set as QC.
Reserve two quantity of [CRANE#3] on [ORD-1058] from 30 - May - 2017 to 10 - June - 2017.
On 30 - May - 2017 open the Prep Task of [ORD-1058] and scan [CRANEASSETT#3] which is in QC Status to fill it. The system displays the message, “This Item is in QC. Do you want to Fill?”, as shown in the Figure 2.3.
Figure 2.3 System Prompts Message for the Item in QC Status
Select Yes option to fill and provide authorized Employee’s credentials to Fill.
Select No option to ignore the scan
Click the Yes button. The system displays the Approve Fill dialog and Employee who is eligible to Fill QC Asset enters his or her credentials with Remarks, as shown in the Figure 2.4.
Figure 2.4 Approve Fill Dialog
When Close button is clicked, the system does not perform any operation in the Approve Fill dialog until the User ID,
Password and Remarks are entered.
Click the OK button. The Asset [CRANEASSETT#3] is filled on the Order [ORD-1058] > dispatch it.
Log in as Employee [JAMES], who is eligible for dispatching QC Assets.
Open Prep Task of [ORD-1058] and scan [CRANEASSET#4] to fill it. The system displays a message, “This Item is in QC. Do you want to Fill?”.
Click the Yes button. The system displays the Remarks dialog. This is, as shown in the Figure 2.5.
Figure 2.5 Remarks Dialog
Enter the remarks and close the dialog. The Remarks entered can be seen in the Asset Usage History.
Return the Asset [CRANEASSETT#3] and [CRANEASSET#4] on 10 - June - 2017. The system displays the message, “Asset is due for Service. Do you want to mark it as QC/Needs Service as per its Maintenance Setup?” , as shown in Figure 2.6.
Figure 2.6 Dialog while Returning the Assets
Click the Yes button to mark the Assets [CRANEASSET#3] and [CRANEASSET#4] as QC.
If you choose Skip Service button, the system will skip current Service Due and consider it for next Service Due only. The Skip Service button can be secured to avoid skipping current Service Due.
And, if you choose Suspend button, the system will suspend the Service for that Warehouse operation and return the Asset.
Create and complete the Service Ticket either by Quick Service Ticket or Normal Service Ticket to bring the Assets to IN Status.