Measuring Points and Measurement Documents Zimmer

Manage Measuring Points

Table of Contents

Topic 1: Create a Measuring point (Counter)3Topic 2: Create a Measuring point (Non-Counter)10Topic 3: Create Measurement Document17Topic 4: Reverse Measurement Document using List Edit25

Topic 1: Create a Measuring point (Counter)

OBJECTIVES

After completing this topic, you will be able to Create a Counter Measuring point.

OVERVIEW/PURPOSE

The main purpose of creating measuring points is to allow for the creation of preventive maintenance orders based on performance measures such as number of cycle, hrs. etc.The procedure for creating a measuring point for an equipment or functional location includes:1. Determine the equipment or functional location requiring the measuring point.2. Select the appropriate characteristic.3. Estimate the annual number of counter.4. Save the measuring point.

BUSINESS APPLICATIONS

The need to create a measuring point is determined by the user and is based on the need to perform preventive maintenance and/or to track other measurements on an object such as an equipment or functional location.

This topic focuses on creating a counter measuring point.

Transaction Flow

Menu Path:LogisticsPlant MaintenanceManagement of Technical ObjectsEnvironmentMeasuring Points Create

Transaction Code:IK01

Instructions:The following pages are the instructions for performing this topic. As you carry out the instructions, be sure to:a) Read the instructions in each STEP,b) Read each FIELD DEFINITION TABLE which include instructions on how to complete a field andc) Read any NOTES or special instructions.

StepUser Action

1Go to the Create Measuring Point: Initial Screen by using either the menu path or the transaction code.

Menu Path: LogisticsPlant MaintenanceManagement of Technical ObjectsEnvironmentMeasuring Points Create

Transaction Code: IK01

Note: In the field definition table below, M = mandatory entry, D = display only and O = optional entry. The fields not listed in the table should not be used.

Field NameField Definition/InstructionsM/D/O

MeasPointObjectEnter either IEQ for equipment or IFL for functional location, then click.Outcome: If IEQ was entered in the MeasPointObject field, then the Equipment field will be displayed as in this example. (If IFL was entered, the next field would have been Functional location).M

EquipmentEnter the equipment number for the measuring point.M

Meas.PtCat.M defaults and is the only selection possible.M

CheckboxMark the MeasPoint is counter checkbox if the measuring point is a counter. This is checked in this example. O

StepUser Action

2Click.Outcome: The Create Measuring Point: General Data screen appears.



MeasPositionThe measuring position describes where on the equipment the measuring point is taken. O

DescriptionEnter a description of the measuring point.M

CharacteristicThe characteristic describes what is being measured. In this example, CYCLE_COUNT is used.

Note: After entering the characteristic, click to bring in the characteristic defaults.

M

CharactUnitDefaults from the characteristic.D

Decimal placesDefaults from the characteristic initially. Can be changed.M

Code groupLeave this field blank. Code group is not used for counters.N/A

CntrOverReadgN/AN/A

AnnualEstimateEnter the estimated counter increments in a one year period.O

TextEnter any text that further describes the counter.O

CheckboxCount backwards if the counter increments backwards.O

StepUser Action

3Click the Save button


Note: The message Measuring point XX created is displayed at the bottom of the screen.

Topic 2: Create a Measuring point (Non-Counter)

OBJECTIVES

After completing this topic, you will be able to Create a Non-Counter Measuring point.

OVERVIEW/PURPOSE

The main purpose of creating a non-counter measuring points is to allow for the recording of measurements that are needed to track performance measures such as operating hours.The procedure for creating a measuring point for an equipment or functional location includes:5. Determine the equipment or functional location requiring the measuring point.6. Select the appropriate characteristic (in most cases this will be operating hours)7. Estimate the annual number of counter.8. Save the measuring point.


The need to create a non-counter measuring point is determined by the user and is based on the need to track various types of measurements on an object such as an equipment or functional location.

This topic focuses on creating a Non-Counter measuring point. Non-counters are used typically to collect and track measurements of objects such as temperature gauges, pressure maintaining vessels and/or other types of devices were measurement readings are needed to be maintained.

Transaction Flow

Menu Path:LogisticsPlant MaintenanceManagement of Technical ObjectsEnvironmentMeasuring Points Create



StepUser Action

1Go to the Create Measuring Point: Initial Screen by using either the menu path or the transaction code.

Menu Path: LogisticsPlant MaintenanceManagement of Technical ObjectsEnvironmentMeasuring Points Create

Transaction Code: IK01



MeasPointObjectEnter either IEQ for equipment or IFL for functional location, and then click.Outcome: If IEQ was entered in the MeasPointObject field, then the Equipment field will be displayed as in this example. (If IFL was entered, the next field would have been Functional location).M

EquipmentEnter the equipment number for the measuring point.M

Meas.PtCat.M defaults and is the only selection possible.M

CheckboxDeselect the MeasPoint is counter checkbox if the measuring point is a non-counter. This is not checked in this example.O

StepUser Action

2Click the Detail icon.Outcome: The Create Measuring Point: General Data screen appears.



MeasPositionThe measuring position describes where on the equipment the measuring point is taken. O

DescriptionEnter a description of the measuring point.M

CharacteristicThe characteristic describes what is being measured. In this example, THREADS where operating thread is being measured.

Note: After entering the characteristic, click to bring in the characteristic defaults.

M

CharactUnitDefaults from the characteristic.D

Decimal placesDefaults from the characteristic initially. Can be changed.M

Code groupLeave this field blank. N/A

TextEnter any text that further describes the target value.O

StepUser Action

3Click the Additional data button.Outcome: The Additional Data pop-up screen appears.



Upper range limitThis field is typically used for measuring points such as temperature, pressure, etc. where there is a limit/tolerance in the values that can be entered. In this example, the upper tolerance value of 425 degrees F is entered.O

Lower range limitThis field is typically used for measuring points such as temperature, pressure, etc. where there is a limit/tolerance in the values that can be entered. In this example, the lower tolerance value of 350 degrees F is entered.O

Measurement Range UnitDefaults from the characteristic. Typically this is not changed.O

StepUser Action

4Click the Enter icon to close the pop-up window.

5Click the save icon to save the measuring point.

Note: The message Measuring point XX created is displayed at the bottom of the screen.

Topic 3: Create Measurement Document

OBJECTIVES

After completing this topic, you will be able to create a measurement document.

OVERVIEW/PURPOSE

The purpose of creating measurement documents is to update measuring points such as counters. When counters are used to generate preventive maintenance PM orders, the counter MUST have an initial value.

Measurement documents can be entered either on an individual basis or by way of multiple entries. This procedure will explain how to enter multiple measurement documents.


Measurement documents are used as a means of updating measuring point counter readings that are used to create preventive maintenance orders. They are also used to update measuring point non-counter readings such as temperature and pressure readings that need to be monitored for performance measures.

Transaction Flow

Menu Path:Single EntryLogistics Plant Maintenance Maintenance Processing Completion Confirmation Measurement Documents CreateorMultiple EntryLogistics Plant Maintenance Maintenance Processing Completion Confirmation Measurement Documents Collective EntryFor Measuring Point Objects

Transaction Code:Single Entry - IK11

Multiple Entry - IK16

Note: There are multiple menu paths which allow entry of Individual measurements point documents. However, there is only one menu path which allows entry of Multiple measuring point documents to different objects. This procedure will describe how to enter multiple measuring points for different objects.


StepUser Action

1Go to the Collective Entry of MeasDocuments: Initial Screen by using either the menu path or the transaction code.

Menu Path: Logistics Plant Maintenance Maintenance Processing Completion Confirmation Measurement Documents Collective EntryFor Measuring Point Objects

Transaction Code: IK16Outcome: The Collective Entry of MeasDocuments: Initial Screen.



MeasTime (Date)Defaults to the current date. Change as required.M

MeasTime (Time)Defaults to the time of the transaction. Change as required.M

Read byDefaults to the user sign on. This field is free form. Change as required.M

StepUser Action

2Click the Multiple entry button.Outcome: The Collective Entry of Measurement Document: Overview screen appears.


Note: When entering multiple measurement documents, the user will typically know the measuring point objects.


MeasPointObjectMeasurement PointM

Note: At this point, a difference in two counter readings can be entered.

CounterReadgDiffEnter the counter reading difference.M

StepUser Action

3Enter MeasPointObject (Measuring Point) and CounterRdgDifference and Hit Enter.Outcome: See the next screen print.

Note: View all of the default values that appear. These defaults come from the measuring point and the equipment that the measuring point was created for.

StepUser Action

4To view measuring point details, mark the checkbox (s) next to the desired measuring point document (s) and click the details icon.Outcome: The Change Measurement Document: General Data screen appears. Click any of the following buttons, and then click to return to the General Data screen.Click to view additional measurement documents.Click to view a list of measurement documents for the measuring point currently displayed. Click to view the previous measurement documentClick. This will show the measurement document just entered.

5Click the back arrow to return to the Overview screen.

6Click the save icon Outcome: The measurement document(s) is saved.

Note: The message: X measurement documents created appears.

Topic 4: Reverse Measurement Document using List Edit

OBJECTIVES

After completing this topic, you will be able to find a measurement document using list edit and reverse the document.

OVERVIEW/PURPOSE

The purpose of this topic is to demonstrate how to find a measurement document in the system and then change that document by reversing the entry.The procedure includes:1. Finding the measurement document using list edit2. Selecting and accessing the document3. Use the menu path to set the reverse indicator4. Saving the change.


Reversing a measurement document will in most cases, be the result of an incorrect reading that was entered.

Transaction Flow

Menu Path:Logistics Plant Maintenance Maintenance Processing Completion Confirmation Measurement Documents List editingChange



StepUser Action

1Go to Change Measurement Documents: MeasDoc. Selection by using either the menu path or the transaction code.

Menu Path: Logistics Plant Maintenance Maintenance Processing Completion Confirmation Measurement Documents List editingChangeTransaction Code: IK18



MeasPointEnter the measuring point that the measurement document was created for.M

Note: The fields listed below can be used to limit the search.

DateEnter a date range if the actual date is unknown. Note that the to date defaults.O

MeasTimeEnter a time range. This is useful if an individual on a certain shift entered the incorrect value.O

Created byEnter the person who entered the value.O

StepUser Action

2Click the Execute icon.Outcome: The Change Measurement Documents: Measurement Document List appears.

StepUser Action

3Highlight the line with the Measurement Document that requires changing, and then click the Details icon.Outcome: The Change Measurement Document: General Data screen appears.

Note: All the fields are grayed out meaning that they cannot be changed with the exception of the Text and Status fields.


TextEnter text to explain why the Measurement Document is changed.O

ProcessStatusThis field is not used.N/A

StepUser Action

4Goto menu path:Measurement DocumentFunctionsReversal ind.SetOutcome: A message pops up window is displayed.

StepUser Action

5Click the save icon to return to the Change Measure Document screen.Outcome: The Change Measure Documents: General Data screen displays.

Note: The reversal indicator checkbox is marked as shown indicating that this measurement document is essentially void.

StepUser Action

6Click the save icon to save the change.Outcome: The Change Measure Documents: Measurement Document List appears.

Note: The far right column shows the reversal indicator set for this measurement document record.

Saved On: 3/10/2015 9:13 AM Page 26 of 31

Measuring Points and Measurement Documents Zimmer

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