Models

Purpose:

Models are the basis of the execution of the service to ensure that everyone is doing it the same way each and every time using the latest information in a structured and efficient format. The site strategy is defined within the model which is then applied to the operation.

Models contain the digital work instruction to perform the service as per the combination of the OEM, the site maintenance management team and site based safety policies and procedure's. 

1. Editing a Model

Edit a new model

    – Click on the here dots to the far right of the row to expose the menu list

    – Click on edit

    – Or click on the model hyperlink

You cannot edit a model that is active.

You can change an active model to edit by clicking on the new version button top right of the opened model screen

Additionally, you can duplicate the model to start a new one.

2. Develop a new model

Easy to start a new model by clicking on the new model button top right of screen.

Select the type of model template you are developing

    –  Facility Based for fixed plant operation

         - Assets assigned at task level

    –  Asset Based for mobile or like type assets eg generator or compressors)

        - Assets assigned at model level.

Fill in the start details and build away.

Suggestion

    – Build a template model that has many of your standard start questions and tasks to speed up the initial development.

3. Version Control

Click on the View Version link.

This presents the current and previous model versions.

A model that has been made active but is no longer active is identified with the red dot.

Only an active model with a green dot is presented to the iPad application.

A previous version can be opened and the placed back into development by clicking on the new version button, once opened.

4. Version Control

Version number is self populated by the system when a model is started or the status has been changed to a new version.

5. Details

Change the model version

    – Click on new version top right button

    – This changes an active model to a new version

    – The active model stays in use until the new version is made active

Change status enables you to change a model that is not active into another status

    – If you do not have the privilege to make a model active it will present a popup outlining this limitation

Make a model active/inactive

 – The purpose is to enable you to not show the model in services so that they cannot be selected

 – It can be used during initial testing or that you want to shut down the model but not delete it and lose the model content

 – Any services performed will not be lost and still accessible when in the inactive position

Add/Edit Model Details.

Assign a model to a department or departments

    – Models assigned to a department will present these models to users assigned to these departments. Additionally, it will default some screens on start up and the user will have the filter defaulted to their assigned department

Settings can be set to trigger actions on the iPad application.

Add an model image via drag and drop or browse option.

Add model associated documents via a drag and drop or browse option.

Add notes.

6. Review Date

The review date is a column to show document management when the next review of the model is expected.

    – A red highlighted date indicates that the date for review has passed

A review date is only set when the model is active.

A review date can be changed to an active model.

7. Stages

Add or edit a new stage is easy.

Select the add new button top left.

Add an image by drag and dropping or browse a folder.

To change the stage flow click on the icon to the far left and drag the row to the location that best suits your new flow of stages.

The stage image of the process flow is made within MS PowerPoint and converted to an image to be added as a jpg or png file format.

Stage with the “has areas” box ticked will force the user to assign the task to the stage to areas.

Add asset group if you have this information

    –  This will filter out all the unnecessary assets that are not assigned to the model when selecting the asset at the task level later in the development process

8. Areas

Each stage and area is set up now so that when you build your tasks you can assign the task to an area within the stage.

This is a structural feature to build the model around.

Add asset group if you have this information

    – This will filter out all the unnecessary assets that are not assigned to this area of the plant when selecting the asset at the task level later in the development process

9. Intervals

A interval is a defined instruction which will have many tasks assigned to it to perform the service.

A service has many different intervals that make up the overall PM Service process.

These intervals enable you to set the service up into a defined structure and flow. Assigned tasks will have assigned roles to perform the interval.

10. Task List Numbers

Adding a task list number at the interval level provides a unique code that can be utilised when registering bulk services via the upload feature.

You can add as many task list numbers you like to a interval

    – You’ll need the task list number to register a service via the upload tool

A task list number can be from SAP or you can make a unique code that can be applied.

    – Eg 777G-250 or A-09883

11. Roles

Assigning roles to the model enables you to assign task to the role.

This means you can have many different roles on the service, each with their own assigned tasks structured to align with the overall service process.

You can map a role.

    – Mapping a role means that you can use an existing role that users are assigned to but they will also be able to play the role of the one you have added without making changes to the user group.

    – For example. Mechanic is in the role list but you are going to need 3 different Mechanic Roles to do the service. Add a new role at the model called Mechanic 1, Mechanic 2 and Mechanic 3 all mapped to the Mechanic role

Assign department to the role.

    – A role can be assigned to all departments or to a specific department. 

    If assigned to a specific department, any users in the other departments assigned to the model with this role option will not see the registered services for this model

12. Questions

Add start questions to the model

    – These are presented on the iPad when the user starts the service

    – They are a list of safety, policy type questions as well as general information that you wish to receive information about

    – Start questions are presented every time a person starts the service, even when it has been stopped and restarted by another person, they will have to answer the same questions

So be mindful of what type of questions you want answered and how you want them answered

    – There are many different types of question styles that you can ask and the answers will be structured around the type you selected

13. Tasks

Start building your tasks to perform the service that needs to be performed

    – Eg 6 Weekly Service

You need to understand the service process, who is involved, what needs to be down, how, what parts are required and tools needed. You’ll need to know what the instructions are going to be and how it is all going to flow in a step by step process

    – This is a very complex phase of the building of a model but we have designed the software to define the information required in a easy to relate to process of information collection and presentation

Copy or duplicating a questions is available

    – Copy from another model and paste to the model you’re working in

    – Duplicating only adds the task to the existing model

    – Here you can copy task questions and paste them to another task

14. Task Upload

You have the option to use an upload sheet to populate bulk fields for tasks.

    – Note: not all fields will be populated only text and one to many dropdown fields.

    – For columns of Cannot Hold and Safety Critical to populate the field use (Yes, Y, 1 or True) to trigger the tick box.

Download csv template and populate fields

    – If you don’t have all the field data, the system will allow it to be uploaded and highlight which tasks need further attention if the field in compulsory

    – It will also present an error if it down not recognise the terms you have used against dropdown fields.

15. Task Details

Click on the tasks to dropdown the new view

    – The task is broken down into 12 additional tabs

Not all the tabs needs to be populated. There are some fields that have a red asterix which indicates it as a compulsory field.

Work through each field and select from the dropdown list or add the free text.

Notes are for the content developer to share points. These are not seen anywhere in the application suite other than here.

15 (a). Tasks - Details

Assign the task to a interval or intervals.

This means that this task will appear when this interval is registered to the service.

15 (b). Tasks - Intervals

Assign the task to a interval or intervals.

This means that this task will appear when this interval is registered to the service.

15 (c). Task - Stages

Add the task to a stage or stages.

Here you can add an asset to the stage to the task where an area is not present or required.

15 (d). Task - Zones

Add the task to a zone, if required

– Only stages with zones will make this a compulsory field to complete

This task will now appear when this stage is presented and the interval is ready to be completed for the arrangement that has been selected at the service.

Here you can add an asset to the stage to the task.

Complex, I know but you’ll see it come together soon.

15 (e). Task - Parts

If required, add a part or parts.

15 (f). Task - Lubricant

If required, select the lubricant required for this task.

    – Define the volume and the unit of measure

If the lubricant you need is not presented, you need to have it added to the Application Settings Screen.

15 (g). Task - Tooling

If required, add a tool or tools to the task.

15 (h). Task - Permits

If required, add a permit to the task.

15 (i). Task - Workbook

Start adding the information to perform the task safely and efficiently with all the required information.

Not all the fields need to have content but it’s best that the end user has as much information as possible so they can perform the service to the best of their ability.

When writing this information

    – Keep it simple

    – Keep it clear

    – Do not write length sentences

    – Break it down into steps

    – Use the highlights, bold, underline or italic sparingly

    – Keep it simple

If you have a large list of steps to perform the task consider if the task can be broken down into several.

15 (j). Task - Images

If required, add an image or images

    – Up to 6

    – Use images sparingly to save of data uploading during sync process

    – Add images that add value not just for the sake of adding an image

15 (k). Task - Questions

If required, add a question or questions to the task.

Define why type of question you’re asking based on the answers you’re trying to collect.

Be specific and blunt with the question.

    – Do not write a sentence

    – Add in the unit of measure in the text (psi) or (ohms)

Make the question compulsory if you must get a response.

Dropdown or check list types can have multiple options to select from

    – Dropdown only one option can be selected

    – Check list multiple options can be selected

    – You can add the function to “raise a finding” if the answer is selected

Numerical questions.

Without a min/max value the answer is not trended.

With a min/max value added the CM trending feature will be presented to the end user.

You can paste questions from other models or from within the model.

You can copy multiple questions from a task and paste them all in one action using these buttons.

15 (l). Task - Attachments

If required, add an attachment or attachments

An attachment can be

    – A document

    – A link to a document or website

A link needs to be available to the user group you’re asking to perform the task and use the information in the link

    –    Be careful adding documents or large files as it will impact the sync process to the iPad application and it could impact the performance of the device if memory is low

18. Service Layout

Service layout enables you to flow the service down to

    – The role

    – The interval

    – The arrangement

Click on the task hyperlink to take you back to the task.

Click and drag the task to the desired spot using the icon to the far left of the task.

New tasks added will appear at the bottom of the stage or areas list.

Flow is the most important requirement of the content developer to get correct

    – Ask questions and work with the people that do the service to ensure the flow works

Select the “Switch to service Layout” will take you direct to the task in that screen

    – If the filters are not to the role or interval, the task will not appear

    – If it is presented, it will be highlighted in yellow

19. Reports

Select the print icon to view the various PDF reports that can be viewed/downloaded for further use.

Make sure you select your filters to generate these reports.