Skip to main content

BEAM Periodic Control Template

Periodic Check Template​

It is the template preparation and editing page where the details of the periodic controls to be made are prepared.

Maintenance Management -```> Periodic Controls -\>``` This screen is accessed by the Periodic Control Template directory.

When preparing, editing, or deleting templates using the Add/Modify/Review/Copy/Delete buttons at the top of these attachments. By using the Create New Control Form button, a "Control Form" is created in which the information of the prepared control template is transferred.

Since it is the basic and most detailed feature on this page, the addition process will be explained and the information that will be mentioned in the content of this function will be easily used in other functions.

First of all, clicking on the button titled "ADD" will open a screen as follows:

This screen is the contents of the tab titled "General Information", which is located on the left side.

Fields on the General Information tab:

  • Template Number: No data entry, it is automatically filled in by the system when saving the template.
  • Maintenance/Fault Code: Mandatory to fill in. The system is selected from predefined codes. To choose "..." button is clicked.
  • Job Type Code: Mandatory to fill in. The system is selected from the codes that are already defined. To choose "..." button is clicked.
  • Maintenance Period: It is mandatory to fill in. Numerical data entry is done manually. It is the information about how often the period unit will be repeated.
  • Period Unit: It is mandatory to fill in. The system is selected from the predefined period units.
  • Date to be Maintained: It is the desired date information when the periodic control will be started.

Assets tab: The entities to which the created control template is desired to be applied are added to the system from here. Assets can be found by clicking the "+" button in the "asset code" field "..." While it is added one by one by clicking the button, it also offers the possibility of adding in bulk using the "Multi Select" button.

Maintenance Plan Tab: One of the core features of the control template. With the help of this tab, control plans containing control steps are added to the template. The append logic is the same as the entity insertion feature.

Measurement Package Tab: The measurement package is added to the controls to be made from here. The onboarding process here is the same as the logic for adding assets and a servicing plan.

Description Tab: The explanations and details needed in the created control template are added to the template from within this tab. Data can be entered manually in the description field as desired.

After filling in the mandatory ones and other requested information from the fields mentioned above, the template is saved to the system by using the button titled "Save" on the upper right side. Later, if the need for editing is required, the desired arrangements can be made by using the "Change" button in the "Periodic Control Template Main Page".

Create New Control Form Button: After the template is prepared and saved to the system, the template created must first be selected by clicking once to convert the template into a control form, and then the form must be created from the template by clicking this button.

Periodic Control Form​

The control forms created using the prepared periodic control template are listed on this page.

On this page, forms can be added to the system, edits can be made on the forms created or deletion of the forms that will not be used can be done.

Using the "Change" button on this screen, the steps in the control forms from the template will be applied and the stage of filling out the control form will be explained depending on the operations performed.

The form to be edited will be selected and the button titled "Change" will be clicked, and then a screen will open as follows:

This screen is the contents of the tab titled "General Information", which is located on the left side.

The fields that are included in the "red box number 1" from the fields in the General Information tab show the fields that are filled in the prepared control template and transferred to this form. When the form is entered with the change button, if there is no mistake, these fields should not be interfered with.

Description of the Work Done: It is a mandatory field. Descriptions of how the checks are carried out and how they are performed are entered manually.

Control Status (A/C): This is the area at the top of the general information screen. By default, the "Open" box is checked, and the box next to these forms appears as "Red" on the main tab. If the controls are completed and no problems are experienced, the "Closed" option is checked and the information that the controls are completed is recorded in the system. Forms saved as closed will have "Green" in the main tab.

Checked Assets Tab: Located on the left side of the screen, just below the general information tab. Within this tab, the assets to be checked and the control steps to be applied are listed. The steps to be followed when you want to add an entity are exactly the same as the insertion logic specified in the template.

Working Personnel Tab: It is the tab where the personnel or personnel who perform the control process and implement the maintenance plan are added to the system. The insertion logic is the same as for other tabs.

Work Steps Tab: The control steps that are included in the maintenance plan that are included in the template are listed in this field. Additions, changes, or deletions cannot be performed on the Job Steps field.

Metric Packages Tab: Included when the template is created. There are no functions for adding, changing and deleting measurement packages on the form screen. Only the measurement values are manually added to the respective measurement package. The metric value must be entered for each asset separately.

After all these fields are completed, the changes made with the button titled "Save" on the upper right side should be saved to the system. If the control form status is marked as "Closed", the corresponding form should appear as "Green" in the main tab where the forms are listed.

Important: Under normal circumstances, control forms are not included on the work order and job request pages. However, in cases such as the problem detected in the work steps in the control form or the desired tolerance in the measurement values, the work order is formed.

Checking the "Problem Existing" field on the Job steps tab and saving the check form status as "Closed" will create the work order related to the problem step.

The "Let the work order occur when the acceptable values are exceeded" field at the top of the "Work Order Information Tab" screen within the measurement packages defined for the control process should be checked. In this way, when a measurement value other than these values is entered and the control form is saved as "Closed", the work order will be created.