PT
ES
Creating assets is a fundamental step in setting up the system. Assets are subject to maintenance.
Cegid Valuekeep supports four types of assets, in the Assets menu option:
Locations;
Equipment;
Tools;
Routes.
Create locations
Locations can be subject to maintenance and also contain the assets.
To create a location, follow these steps:
Go to Assets | Locations;
In the list of locations, click on Create and then on Location;
On the creation screen, fill in the location details:
Location (required);
Description (required);
Keyword;
Parent Location;
Address section;
Characterization section;
Operation Details section;
Spare Parts section;
Characteristics section;
Remarks section;
Custom Attributes section.
Click on:
Save and New, to save the location and start a new record;
Save, in the arrow next to the Save and New button, to save only the location.
When you create a location, it is automatically associated with the default workshop and access level.
When you create a location, it is set as Available, with the in-service date equal to the current date. If it is not created as Available, it automatically becomes available after that date, as long as the Enable Up Time option is active in Settings | Work | Background Services.
Create equipment or tools
To create equipment or a tool, follow these steps:
Go to Assets | Equipment or Assets | Tools;
In the list, click on Create and then on Equipment or Tool, depending on the desired asset;
On the creation screen, fill in the asset details:
Equipment (required);
Description (required);
Keyword;
Parent Equipment;
If desired, select the Is Tool option;
Characterization section;
Operation Details section;
Purchase section;
Warranty section;
Spare Parts section;
Characteristics section;
Remarks section;
Custom Attributes section.
Click on:
Save and New, to save the asset and start a new record;
Save, in the arrow next to the Save and New button, to save only the asset.
When creating and editing equipment and tools, the following rules apply:
When you create equipment or a tool, it is set as Available, with the in-service date equal to the current date. If it is not created as Available, it automatically becomes available after that date, as long as the Enable Up Time option is active in Settings | Work | Background Services;
You can only edit the in-service date if the asset has no records of failures or down times;
In the Work Time field, only values between 0 and 23:59:59 are accepted;
You can define which spare parts are used in an asset and the respective quantity;
If the base unit of a spare part of an asset is changed, the change is only reflected in new or edited records.
Create routes
A route is a set of assets (locations, equipment or tools) to be used together in maintenance operations.
In Cegid Valuekeep, there are two types of routes:
Static Routes: the administrator selects the associated assets, with or without a filter by function, family, brand or model;
Dynamic Routes: the administrator does not select assets, but defines the function, family, brand or model. They can also define whether to include the elements of the sub-entities (functions and families). This type of route does not allow you to choose specific assets and must have at least one function, family, brand or model associated.
To create routes, follow these steps:
Go to Assets | Routes;
Click on Create;
On the creation screen, fill in the route details:
Description (required);
Location Function: if filled in, you can only select locations that have that function selected;
Family: if filled in, you can only select equipment and tools of that family;
Brand: if filled in, you can only select equipment and tools of that brand;
Model: if filled in, you can only select equipment and tools of that model;
Responsible;
Dynamic Route: if this option is enabled, all elements of the selected function, family, brand, or model are automatically added to the associated work order;
Include Child Elements: if this option is enabled, elements from subordinate functions or families are also added;
Click on:
Save and New, to save the route and start a new record;
Save, in the arrow next to the Save and New button, to save only the route.
Defining a route as static or dynamic has no restrictions, and can be changed as many times as needed.