From the Home page CLICK the Routes icon to open the Routes window.
Alternatively, from the left menu on the Home Page, select Maintenance>>Routes
CLICK the +Add Route button located in the bottom left-hand corner of the window to display the New Route window.
Enter the routes name in the Name field.
On the info tab, you can assign this route to a specific employee if you want.
Typically routes are not assigned to employees; instead the work orders created from the route are assigned later.
Also, there are check boxes to set the task types for the route. Each equipment task is of a certain type, this allows you to select which types of tasks should be done for this route.
Leave all checked.
Now CLICK on the Route Scheduling tab.
By default routes follow the task schedules of the components on it.
Here you can override the task schedules and set a schedule for the entire route.
You can enter a date here to cause the route schedule to start on a specific day.
You can also disable a route from being scheduled here, for example if the equipment on it was part of a temporary plant shutdown.
Next add some equipment to my route by CLICKING on the Equipment tab. And pressing the ‘Add to Route’ button here.
You can then either browse the equipment hierarchy, or search for units or components to add.
For example, to browse for equipment, click on Browse and then select the Company, Unit Area, Unit Type, and Units by clicking the checkboxes located beside the Units.
By CLICKING on a unit (not just the checkbox), you can add individual components as well.
CLICKClose when done selecting your units and components to add to the route.
When you close this pop up window, you can see the equipment selected has been added to the route. Press Save to save your changes.
The remaining tabs display information from the equipment on the route. Notice the component count, tasks and estimated time here are now updated.
Under Task Scheduling tab, you can see the entire task scheduling information for the route. You can also edit or delete tasks from here.
On the Materials tab, you can see all the oils and filters required for the tasks on the route and the amount needed for each.
Once you’ve setup all of your routes, you are ready to start using them to create work orders.
