Concepts

Tasks

Settings

Creating a Parts List for a Resource

You can indicate the spare parts required for both assets and resources. For resources, spare parts indicate elements in a kit resource, such as a safety kit. If a safety kit is out of bandages and gauze, you can simply add those items to the kit rather than replace the whole kit. The list of spare parts tells users what is required to build this kit.

You can:

•	Create a new parts list from scratch

•	Copy a parts list from another resource.

To Create a New Parts List for a Resource

1.	Select the site’s Resource Management view.

2.	To add a parts list to a materials resource, select the Materials tab. The table shows a list of all material resources.

To add a parts list to a tool resource, select the Tools tab. The table shows a list of all tool resources.

3.	Open the resource that you want to add a parts list to.

4.	Make sure that editing is enabled.

5.	On the Properties view, General tab, select the Parts List tab. This tab shows the current parts list for the resource.

6.	Click Browse. The Select Parts dialog appears.

7.	Select the parts that you want to add to the material or tool and click OK. APM adds the selected parts to the resource’s parts list.

8.	To adjust the required quantity of any part on the list, select the line in the table and press F2. The Quantity Required value can now be edited. Enter the new quantity and click outside of the cell.

9.	When you are finished, save the resource.

To Copy a Parts List from Another Resource

1.	Select the site’s Resource Management view.

2.	To add a parts list to a materials resource, select the Materials tab. The table shows a list of all material resources.

To add a parts list to a tool resource, select the Tools tab. The table shows a list of all tool resources.

3.	Open the resource that you want to add a parts list to.

4.	Make sure that editing is enabled.

5.	On the Properties view, General tab, select the Parts List tab. This tab shows the current parts list for the resource.

6.	Click Copy Parts List. The Copy Parts List dialog appears.

7.	To select a resource to copy parts from, click the browse icon. The Resource Selector dialog appears.

8.	Select the resource that you want to copy parts from and click OK.

9.	Select whether the system should add the copied parts to the existing parts list or replace the existing parts list with the copied parts.

10.	Click OK. APM copies the parts list from the target resource. If you selected to replace the parts list, APM replaces the parts list with the copied list.

11.	To adjust the required quantity of any part on the list, select the line in the table and press F2. The Quantity Required value can now be edited. Enter the new quantity and click outside of the cell.

12.	When you are finished, save the resource.