Prerequisites before completing this procedure
- A job card must already exist.
1. Open the job card and click on the Add icon in the Parts Summary section.
2. A dialogue box will open.
3. You can search for the part by part number (as recorded / used by your organisation), by part description, or by supplier part number. After entering whichever data you are using, click on the search symbol.
In this example, the user has entered the part description, ‘FILTER.’ Assetminder then shows a list of parts that match this term.
4. Select the part required by highlighting the line and clicking on it. A dialogue box will open with the part details.
5. Adjust any of the available fields as needed such as the repair code, nominal code etc.
6. Other options
Other options available to the user at this point are:
- View history (showing prior usage of this part)
- Part record
- Part Audit
7. Add the number of parts needed for this job card to the Quantity to Add field.
8. If this part has a warranty, click on the ‘ADD WARRANTY’ button.
9. The Warranty box will now be shown.
10. The user can now add the serial number and (where relevant) the location where the part has been fitted.
11. When complete, click on SAVE.
12. Click on SAVE & CLOSE
13. Add Linked Parts – Some part will have parts liked to them. If they are required click on Yes.
14. A new screen will appear with the linked parts and enter the quantity required. Click Save.
Warranty
15. If you require to add warranty after the part has been added click on the view parts button.
16. Click on the Green icon beside the Part Description.
17. The Warranty box will now be shown.
18. The user can now add the serial number and (where relevant) the location where the part has been fitted.
19. When complete, click on SAVE.
20. The icon will change colour to orange to indicate warranty has been added.
21. If additional parts are required repeat as required.
22 . The part(s) is / are now added to the job card and the Add Parts process is complete.
Paul Murray
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