Assumptions

1. You have completed sessions 1 to 4.

Notes

1. It is easy to confuse the terms “Functional Location” and “Equipment”. As mentioned on session 3, a Functional Location is a “position of service” where equipment (= the actual physical device) may be placed.

2. An equipment is a “Non-Consumable” when it can be serviced and reused several times in one of more Functional Locations (e.g. an electric motor that can be placed in several different pumps). An equipment is a “Consumable” when it is designed to be used and disposed (e.g. a disposable filter or printer ink cartridges).

3. “Non-Consumables” are uniquely identified – usually through a serial number – and their past and current positions can be tracked (e.g. motor #112233 was installed in functional location A and is now in functional location B).

4. “Consumables” can only be taken as a whole (e.g. 5 filters of a total of 10 were used on functional location A).

5. Equipment can be “Installed” or “In Storage”.

6. You move equipment around (between functional locations or from stock to installation and vice versa) using work orders.

7. If you do not need to track equipment or control your spares or plan to do it at a later stage, feel free to skim through this session.

Proceed as Follows

1. Create a Non-Consumable Equipment

• Go to “Assets” → “Equipment & Tools” on the top menu. Click the “+Equip” button on the top right.

• On the “Target FL” fields, select the functional location the request refers to

  • Select your plant on the top dropdown and wait for the field under it to load.

  • Select Level 0 “MACH” and wait for the field under it to load

  • Select Level 1 “PROD1” and wait for the field under it to load

  • Select Level 2 “MACH1”

• On the “Properties” Tab enter

  • “Special Brand” on the “Brand” field

  • “112233” on the “Serial Number” field

  • “Special Model” on the “Model” field

• Click the “Add” button and the page will reload to show you the properties of the device you just added.

You have created your first equipment item set to storage and tagged as a component to be used on machine 1 of production line 1.

2. Convert a “non-consumable” into a consumable.

• Click the “Edit...” button on the equipment properties page.

• Check the “Consumable” check box on the top right.

• Select the “Inventory” tab. Change the “Current Qty” field to 10.

• Click the “Edit” button at the bottom of the page.

Consumable and non-consumable items are created in the same way and you tell the system one from the other by selecting the “Consumable” check box.

Status after Session 5

You have learned how to create equipment in comma CMMS.

Coming Next

Create a tool item.