Section Screen

Data is captured on the following tab(s) of the edit screen: Overview, Trades, Attributes, Documents, Geographic Data and User Defined Fields. Below is a list of descriptions for the fields in the sections on each tab.

Overview

The Overview tab contains the following section(s):

Header

  • Code: A unique code that identifies the section, for example ELEC or MECH.
  • Description: A description of the section, for example Electrical Section or Mechanical Workshop.
  • Sequence Number: The sequence in which the records are listed. Use the sequence number to list the records in a logical sequence.
  • Is Active: Ticked if the record is active and available in lookup lists.
  • Site: The site where the section is located.
  • Permission Tree: A field linked to a permission record in a permission tree, that determines whether a user has rights to access records and/or make changes to records. This is assigned by the system where possible.

Details

  • Supplier: The supplier (contractor) that renders a service to the organisation in this section, for example BEARING MAN or MIDAS.

Notes

Add additional details, comments or other relevant information.

Modification

Displays details of when the record was created and last updated. This section is autopopulated and requires no user input.

Section Trades

Trades can be linked to sections. A specific trade can be linked to more than one section; for example a fitter could be part of the mechanical workshop and the production area, but not part of the electrical workshop. It could also happen that the electrical workshop section requires a fitter trade to do a job, even though the fitter is not linked to the electrical workshop.

Click in the toolbar to link a trade. The following fields are required:

  • Trade: Select the relevant trade, for example Supervisor or Electrician.
  • Permission Tree: A field linked to a permission record in a permission tree, that determines whether a user has rights to access records and/or make changes to records. This is assigned by the system where possible.

Once linked, the trade and its associated details are listed in the grid on the Trades tab. The following information is displayed for linked trades:

  • Trade: A unique code used to identify the trade.
  • Trade Description: A short description of the trade.

The linked trade is also displayed in a consolidated list of linked trade on the Section Trades dashboard.

Refer to Section Trades for more information.

Section Attributes

Attributes are used to describe the specific features, properties or characteristics of entities. An attribute is configured once and then reused across multiple entities.

A linked attribute can be inherited. When items are synced the linked attribute will be inherited, also as a linked attribute. So, if linked to an asset type, for example, then the asset will inherit the linked attribute.

Click in the toolbar to create a new linked attribute or click to link an existing attribute. Once linked, the attribute and its associated details is listed in the grid on the entity's Attributes tab. The following information is displayed:

  • Code: A unique code that identifies the attribute, for example MOD or COL.
  • Description: ovA short description of the attribute, for example Model or Colour.
  • Predefined Value: An allowed value for the attribute, which was inserted via the lookup list.
  • Value: An allowed value for the attribute, which was entered via free-text.
  • Predefined Value Description: A detailed explanation relating to the attribute allowed value.

The linked attribute also displays in a consolidated list of linked attributes on the entity's Attributes dashboard.

Refer to Attributes for more information.

Section Documents

The purpose of the document linking functionality is to link a document record that has been added to the On Key document library to one or many entities. An example of this could be an instruction manual of how to repair an asset type. This instruction manual can be created as a document record and then linked to a specific asset type. Upon syncing, the instruction manual will be inherited to the child assets, asset components and asset component placeholders when set and linked.

Information regarding linked documents, including the file location, file name, file size and file type, is displayed. For work order documents and work order task documents, Is Copied Document Link also indicates whether the document link was copied from the relevant regular asset type task or regular asset task.

Refer to Document Linking for more information.

Section Geographic Data

The geographic data tab displays the entity's saved geographic location. The following geographic location types are supported:

  • Point: A single marker on the map.
  • Line: Multiple markers on the map connected by a straight line to form a line. Also known as a polyline.
  • Area: Multiple markers on the map connected by a straight line to form a polygon.

From the geographic data tab, the map can be viewed and interacted with using the following actions:

  • Click: Click on the map to select a location.
  • Drag panning: Click and hold down the mouse button while moving the cursor to drag the map.
  • Double-click zoom: Rapidly click the left mouse button twice in succession to zoom in on a specific area of the map. If a marker that represents an entity is double-clicked, the record is opened.
  • Scroll wheel zoom: Use the mouse scroll wheel (or track pad gestures) to zoom in and out of the map.
  • Pinch zoom on mobile: Place two fingers on the screen and either move them apart to zoom out on the map or bring them closer together to zoom in.
  • Zoom to area: Hold down the Shift key while dragging a selection box around a specific area of content. Upon release the view zooms in to focus on the selected area.

A new location can be added by selecting the relevant location type from the toolbar (point , line or area ). Once added, the new location can be saved to the entity record.

Alternatively, the GPS latitude and longitude coordinates can be entered into the coordinates input field (for example -29.6820874442994, 23.8956069946289). Once the add action () is selected, the location is indicated on the map with a marker.

The following geographic details are available for records with saved locations:

  • Reference Entity Type: The type of reference entity, for example Regular Asset or Work Order.
  • Reference Entity: The specific reference entity record, for example the specific regular asset.
  • Unit of Measurement: The unit of measurement that is used to indicate the location, for example km.
  • Start Position: The start offset from the reference entity, for example 45.
  • End Position: The end offset from the reference entity, for example 50.
  • Length: The length of the marker in the specified Unit of Measurement, for example 5.
  • Notes: Add additional details, comments or other relevant information.

Section User Defined Fields

User defined fields are used for capturing specific information required to support a client's custom business processes. The user defined fields on an entity are preconfigured. They pull through automatically from the user defined fields that are set up on the associated database table in the master data.

Refer to User Defined Fields for more information.

Assist custom actions

The following custom actions are available in the Assist panel in the sidebar. Keep in mind that some of these custom actions are only available from the edit screen, while others are available from both the dashboard and edit screen.