Repair Centers

The Repair Center module stores information about repair centers maintained in your system. Repair Centers are the highest level of organization in Maintenance Connection. If all maintenance activity in your organization is handled out of one facility / organizational unit, your organization may only have one repair center. However, many organizations divide their maintenance responsibilities amongst two or more repair centers.

The method for structuring repair centers is completely dependent on the business process in use at your organization. In some organizations, repair centers are regional (Western, Eastern), in others they are functional (Main, IT), and in some, they are tied to business units (Hospital A, Hospital B).

Repair Centers can be used to restrict access to records. They are often used to organize data so that only appropriate parties can access records. Even if data is not restricted, it is often filtered by repair center to provide easier access to data for each respective repair center.

ClosedAccess the Repair Center Module

  1. Choose between two options:

    • Click the Open button on the toolbar.

    • Click the Module menu button displayed in the List pane.

      The Module menu will display.

  2. Click the name of the desired module.

    Records for the selected module display in the List pane. The content of the Work Center will depend on how you accessed this module.

    • If you used the Open option on the toolbar, the module Work Center Home page displays.

    • If you accessed this module from the module Menu control, the content of the Work Center will not change until you have selected a record.

    Click a record to open and view it in the Work Center.

ClosedRepair Center Tabs

The pages available in the Repair Center module include:

  • Details: General information about the repair center, including identification, location and default stock room and tool room.

  • Shipping and Billing: Shipping and billing information for use when direct issue items are ordered.

  • PMs: List of assets, schedules, and work orders associated with this repair center through a preventive maintenance schedule. In addition, this tab can be used to designate a PM Cycle Start date for schedules associated with this repair center. The PMs tab is common to many Supporting modules in Maintenance Connection.

  • Attach: Documents and notes attached to this repair center.

    The features to add, edit, remove, and view documents and notes are similar in all modules of Maintenance Connection.

  • Approvals: Defined approval rules for purchase orders.

  • Reports: List of assets, work orders, and backlog associated with this repair center.The Reports tab displays similar data in many Supporting modules in Maintenance Connection.

ClosedCreate a Repair Center

This procedure applies to all supporting modules. Refer to the module documentation for specific field definitions.

Create a new record:

  1. Choose between two options:

    • Click New.

    • Select File > New > Record from the menu bar.

    The Details page opens.

  2. Enter an ID for the new record in the ID field.

    The ID must be unique. If you enter an ID that is already in use, you will be prompted to correct this when you attempt to save the new record.

  3. Enter a more descriptive name for the record in the Name field.

    The ID and Name fields are both displayed in the module list.

  4. Complete any other fields on the Details page.

    See the Details page documentation for more information about the fields on the page.

  5. Click Save.

    You must complete the required fields on the Details tab before proceeding to enter data on other tabs.

  6. Navigate to any additional tabs to enter other data about the record.

  7. Click Save.

     

ClosedDelete a Repair Center

Records from many Supporting modules can be easily removed, however, records from certain Supporting modules that are referenced throughout the system, often as a key/required field in other modules, should not be deleted. In fact, if there are important references to a record in other modules, the system will not allow you to delete that record.

Rather than delete a key record, it is recommended that the record be made inactive on the module Details page. This will remove the record from lookups and filters, but continue to make the record available from the module list. Caution is advised before deleting records from the following modules:

  • Repair Centers

  • Shops

  • Departments

  • Zones

  • Classifications

  • Access Groups

  • Members

  • Labor

Before you delete a record, you must first remove any associations to it. To assist you, the system will identify the referenced records that are preventing the deletion. You can then access each of these records and modify them so they are no longer associated with the record you want to delete. Once all records have been modified, you should be able to delete the original record.

When a key record is not associated with other data in the system, the record can be permanently deleted.

The process for deleting records is similar for all modules of Maintenance Connection. Deleting a record permanently removes the record from Maintenance Connection. You can also delete multiple records in a single step. Refer to Delete Records to learn how.