Round Setup
Introduction
Use Rounds to create Work Orders (Round Orders) that include several Assets. This is useful if you want to carry out regular inspection of a number of Assets located in the same building and/or Assets with the same category.
- Prerequisites
Setup regarding Assets and Work Orders is completed.
- Audience
- Sysadmin, Maintenance Manager
Users and Permission Sets
Managers require the "DAM EAM Manager" permission set in their user setup to be able to work with and manage Rounds. That permission set is included in the standard permission setup for an Asset Manager.
Refer to the User Management section to learn more about Roles, Users, and Permissions in EAM-BC.
Migrate Round Plans
Use the Round Plans Migration Data Wizard to easily migrate Round Plans data from your previous ERP system to EAM-BC.
Go to Settings > Assisted Setup > Migrate Data to Dynaway EAM > Migrate round order plans to download the file. Here you can fill in all information related to Round Plans to later migrate into the system.
Specify assets manually or by using dynamic asset filtering
Be aware that on the Round Order Plan, you can specify assets manually or by using dynamic asset filtering (screenshot 01) - this information must be specified on the template through:
- Specified Assets, or
- Dynamic Asset Filter
Specified Assets
In the 'Round Plan Asset' sheet (screenshot 02), you need to specify the following data:
- Document No.
- Line No.
- Asset No.
Dynamic Asset Filter
In the 'Round Plan Asset Dynamic Filter' (screenshot 03), you need to specify the following data:
- Document No.
- Field Caption.
- Filter.
Note that Dynamic Asset Filter needs a specified field caption (from the Asset table) that will be used to create a filter. This value depends on translation so we recommend checking what captions are available and using what you need. You can follow the tip below.
TIP: You can create one or two Round Order Plans manually. With all sample data (like filters). Then download a template for ROP migration (by downloading the template from Assisted Setup). Then go to Configuration Packages and find the package dedicated Round Order Plans (screenshot 04). Then open the package and select Export to Excel. This will download a file with these records that already exist in the system, so you can check what data can be used.
Set Up Number Series
You must set up number series for automatic numbering in the Rounds module.
- On your role center, select Assets Setup > Asset Management Setup, or search for and select Asset Management Setup.
- On the Numbering FastTab, select number series in these fields:
- Round Plan Nos.
- Round Order Nos.
- Posted Round Order Nos.
For more information about Asset Managment setup, refer to the article Asset Management Setup.
Work Order Setup
When you create a Round Plan, you select a Priority Code and a Category Code on the plan.
Refer to these articles
for information on how to set up Priorities and Categories.
Location Setup
When you create a Round Plan, you can select a Location Code on the plan (optional). That location is used to indicate a warehouse location in case items (spare parts) required for the Assets selected on the Round Plan are taken from that location.
Refer to the article Asset Locations for information on how to set up locations.