Configuration Lists - Page 2

THE CONFIGURATION LISTS

 

SETTINGS 

Navigate to the program settings screen by clicking the "Settings" option. The two settings are there simply to cater for the US vs the rest of the world differences.   

Use the drop down arrow to select “Metric” or “Imperial” in the “Units of Measure” field.  (If you choose "Imperial" you will cause the application to automatically switch to US spelling of words like Labor).

Use the drop down arrow to select “A4” or “Letter” in the “Page Size for PDF Export” field.

Settings are automatically saved.

  

SETTING UP ASSET TYPES 

It's up to you how you categorise your asset types. Examples are: Cars, Motorcycles, Trucks, Tractors, Cranes, Electric Motors, Stationary Motors. 

Asset Types are used to categorise your assets and also to categorise Checklists. For example, when you set up a checklist called "Daily Truck Inspection" you would assign that list to the Truck asset type

CONTACTS

Your list of contacts is used to populate pick lists of driver/operators (Staff) and suppliers (Vendors). If you have subscribed to use the inventory of parts and consumables, you might want to record the manufacturers as well as the suppliers. 

The only mandatory fields in the contacts form are the Contact Name and the Contact Type. The Contact Name is the unique identifier for each of your contacts. 

 

CHECKLIST ITEMS

Before you can create checklists for your asset types, you have to add all the checklist items. Examples are: Engine Oil, Tyre Pressure, Coolant level, Windscreen condition. 

These items are then selected when creating Asset Checklists. 

 

ASSET CHECKLISTS

Using the items added in the Checklist Items screen, you create checklists. Typical checklist names would be: Car Daily Inspection, Truck Weekly Inspection, Windmill Annual Inspection.


SERVICE PACKS

Before creating service packs you need to add consumables (parts, fuels, oils etc.)  

Service Packs serve two purposes:

  • as reminders of parts and consumables that required specific scheduled services (e.g. the 50,000Km service for cars).
  • as a quick way to enter all parts and consumables used in a service, i.e. you will see an "Apply Service Pack" option when recording a service. 

 

PART GROUPS

For convenience, you can create categories for your spare parts. Part Groups might be: Filters, Bearings, Belts, Gaskets ...  or, you might want to group parts into asset type groupings. For example Tractor Parts, Pump Parts.

There are pre-existing groupings for Fuels, Oils, Coolants and Tyres so you don't need to create those groupings. 

 

CONSUMABLES & PARTS

Add all your commonly used consumables and parts at startup and thereafter you can add new items as you require.