Trade
When Trade is selected, route assets’ indicators that have matching trades are included in the list of indicators to read.
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Expected frequency
When Expected frequency is selected, route assets’ indicators that have matching frequencies are included in the list of indicators to read.
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Asset operating condition
When Asset operating condition is selected, route assets’ indicators that have matching operating conditions are included in the list of indicators to read.
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Maintenance group
When Maintenance group is selected, route assets’ indicators that have matching maintenance groups are included in the list of indicators to read.
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PdM technology
When PdM technology is selected, route assets’ indicators that have matching technologies are included in the list of indicators to read.
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Collection set
When Collection set is selected, route assets’ indicators that have matching collection sets are included in the list of indicators to read.
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Indicators to include on checksheets and work order tasks
Select one of the options:
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All indicators on the task – All of the standard task’s indicators are included in the list of indicators to read whenever the task is triggered. This option is handy for repair tasks, for example.
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Indicators due to be collected before the task’s next expected occurrence – Only indicators that are due to be collected before the next expected triggering of the task are included in the list of indicators to read. This option is handy when the next expected triggering of the task is determined by the standard task’s expected frequency.
When this option is selected, planning lead time is enabled.
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Indicators due to be collected in the collection horizon period – Only indicators with frequencies within the selected collection horizon are included. If you select this option, specify the collection horizon.
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Exception based inspection – Only readings that are mandatory, for indicators where the previous reading resulted in an alarm, or for indicators where the alarm on the previous reading was acknowledged with “monitor” or a work document and the document is not closed.
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Minimum indicators to read
The percentage of indicators that must have readings before the checksheet can be processed.
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Due date is tracked for this task
When this option is selected, APM calculates the standard task’s due dates based on either indicator next collection dates or task frequency.
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Due date is based on
The task’s due date is based on one of the following:
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Due date is based on the task’s indicators – The task’s due date is set to the earliest collection due date of its indicators. The date is recalculated whenever an indicator is added to the task, an indicator is removed from the task, an indicator’s collection date changes, or an indicator’s collection status changes to Active or Inactive
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Due date is based on the task’s frequency – The task’s due date is calculated by adding the frequency duration to the date when the task was last triggered
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Generate checksheet when due
When the standard task’s due date arrives, a checksheet or mobile activity is generated, usually by a scheduled action.
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Calculate next due date when
Specifies whether the next due date is calculated when the standard task’s checksheet is created or completed.
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Checksheet to use
Specifies whether the earliest or latest checksheet is used to calculate the due date. For example, if Latest is selected, when the last checksheet is marked as “Inspection complete”, the due date is based on the closing date plus the standard task’s frequency.
If Earliest is selected, the earliest of the checksheet closing dates plus the frequency becomes the next due date.
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Checksheet proximity
The calculation evaluates a range of checksheets with completion dates that begin with the current date less the proximity time. The range ends on the current date plus the proximity time.
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Calculation of the next due date is deferred
When this option is selected, the calculated due date is classified as “pending” and must be manually accepted.
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Automatically assign...
If a standard task’s indicator readings are to be collected using a mobile device, you can have APM create a checksheet activity at the same time that the work order is created from the standard task. Select Automatically assign checksheets generated from this task’s work orders to a mobile device.
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Mobile computer type
The standard task can be assigned to an iOS or Android device or to a Windows Remote computer.
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Mobile computer
The mobile device to which the standard task’s activities are assigned.
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Employee
The employee assigned to complete the standard task’s activities.
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Shift
The work shift responsible for completing the standard task’s activities.
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Indicator bar code scanning
Indicates if bar code scanning is required when the inspection is performed. The options are:
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Use site setting – The site setting is located in the site’s Inspection Management settings. Select the Indicators, Data Collection, and iOS or Android Devices tabs. The setting Enforce route compliance using barcode scanning can be toggled on or off for the site.
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Bar code scan is required – Bar code scans must be performed on indicators for this standard task
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Bar code scan is not required – The standard task does not support bar code scanning
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