Materials

The Schedules > Materials tab lists the materials linked to the asset of the schedule. These materials are essential for performing preventative maintenance on the asset and ensuring it operates efficiently and reliably.

The Materials tab includes sections that you expand or collapse.

On the Schedules > Materials tab, in the Available materials section, view the materials linked to the asset.

The Available materials list view includes the following columns:

• Asset number: Unique identifier assigned to an asset.

• Material number: Unique identifier assigned to each material. This helps to accurately track, manage, and reference materials within the maintenance system.

• Material description: Provides more details to ensure the correct materials are selected and used appropriately.

• Quantity: Specifies the number of each material required for the scheduled maintenance task.

Add material

1. On the Schedules > Material tab, in the Selected materials section, click Add.

   The Update material window opens.

2. Enter the material information:

   • Asset: Select an asset.

   • Material number: Enter an existing material number and click Search.

   • Description: Populates automatically based on the item number. It's helpful for those who are not familiar with part numbers on their own.

   • Quantity: The amount of material issued.

   • Warehouse: The warehouse where the part is stocked.

3. Click one of the following:

   • Update to add the material.

   • Update another to keep the window open and add another material.

   • Cancel to cancel the process.

Update material

Change the quantity of materials.

1. On the Procedures > Material tab, in the Selected materials section, find a material to update.

2. Select Update from the Actions menu on the left of a row.

3. In the Update material window, make changes in one or more fields and click Update.

   • Quantity

   • Warehouse

4. Click Update to save.

Remove material

Remove materials from procedures. For instance, you might remove materials if they're outdated or redundant, non-compliant with new regulations, or no longer relevant to the current process.

1. On the Procedures > Material tab, in the Materials section, find a material to remove.

2. Select Remove from the Actions menu on the left of a row.

3. In the confirmation message, click Remove.

   The system removes the material from the procedure while the record remains in the database.

4. Click Update to save.