Asset Routes

You might need to perform an activity on multiple asset numbers. To eliminate the possibility of creating multiple work orders for the same activity, you can define asset routes. You can define a Preventive Maintenance schedule for your asset route to specify when an activity should be scheduled for the asset route. You can define day interval rules for asset routes.

To define asset routes:

1. Navigate to the Define Asset Route window.

2. Enter the name of the asset route in the Asset Number field.

3. Select an Asset Group.

4. The Asset Serial Number defaults to the asset number. You can optionally select the next serial number for the current organization.

   The Asset Serial Number might have a non-unique value across organizations, but the asset number must be globally unique, regardless of the defaulting value.

5. Optionally associate this asset route to an Asset Category. This is the Class and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR. 

6. Within the Main tab, optionally select an owning Department for this asset route. This represents the crew responsible for the asset. Notifications, regarding work requests, are sent to the Primary Approver of the work request's associated asset's current owning department 

7. Optionally select a Criticality code to indicate the importance of the asset route to the organization. This field is for information purposes.

8. Optionally select a WIP Accounting Class to identify the Expense cost elements associated with the work performed, such as materials, labor, and resources.

9. Select an Asset Status. This field represents the current status of the asset route.

10. Optionally enter the Area where this asset route resides. This is a user defined listing of logical areas of work. For example, North Plant, East Wing, or Area 1.

11. Indicate whether this asset route is maintainable. If the Maintainable check box is selected, you can create work requests and work orders for this asset route.

12. Optionally select the Active check box to indicate that the asset route is functioning. This check box changes when you activate or deactivate an asset route from the Tools menu.

13. The Linear Asset option is unavailable. You cannot define an asset route as a linear asset.

14. Choose Asset Route to display the Asset Route window.

15. In the Associated Asset Numbers region, select an Asset Group.

16. Select an asset number. Asset numbers associated with the previously selected asset group are available.

    You can associate an unlimited number of asset numbers.

17. Optionally enter Effective Dates. If the Effective Date From field is left blank, the system date defaults.

18. Save your work.

    Note: Asset numbers can be associated with asset routes. An asset route cannot associate with another asset route.