Add job intervals to Products

Knowledge base
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1

Looking for an easier and more efficient way to manage job intervals for your equipment? Onix Work’s latest enhancement allows you to use pre-defined job intervals in products, thus streamlining the process and staying organized.

1. HOW IT HELPS

The product’s job intervals will act as templates for the linked equipment, helping you with:

  • Efficiency: Quickly create equipment with pre-defined job intervals.
  • Simplicity: Easily add and manage job intervals for products.
  • Flexibility: Customize job intervals to fit your specific needs.
  • Organization: Keep track of necessary maintenance for each product.

2. ADD JOB INTERVALS TO A PRODUCT

IMPORTANT NOTES:

  • You MUST have FULL Product privilege to be able to add job intervals.
  • This feature ONLY applies for unique products.
  • For linked equipment, due dates for pre-set job intervals will be automatically generated based on the equipment creation date.

To add and edit job intervals to a product:

  • In Products module, select an existing or create a new product.
  • In the Main tab, see the Job intervals section —> Add new —> fill in the job class and interval —> Save.
  • Edit the newly created interval or continue to add other ones —> when finished, click on Save on the Products ribbon.

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To remove job intervals:

  • Select the job interval —> click on the Remove button.

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3. MANAGE EQUIPMENT LINKED TO THE PRODUCT

3.1. Create new equipment from the product

  • In the Equipment module, click on the New button on the top left —> select the product with the pre-set job intervals —> fill in the equipment’s information —> Save.
  • Details of the new equipment’s Job intervals section will be automatically retrieved from the product.
    • To add more intervals for this new equipment only, click on Add interval. These extra intervals will not appear in any other equipment.
    • To edit or remove an interval, select it —> Edit or Delete.

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3.2. Link existing equipment with the product

  • In the Equipment module, select the equipment —> Link to product —> select the product with the pre-set job intervals.
  • The product’s job intervals will be added to the equipment.
    • The equipment’s existing intervals will be retained.
    • Onix Work only keeps the distinct intervals and automatically merges the duplicated ones (e.g. mandatory inspections with 12-month and 1-year intervals).
  • You can add, edit or remove the intervals. These changes applies to only the equipment you are working on.

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3.3. Copy equipment

  • In the Equipment module, select the equipment —> Create copy.
  • The copied equipment will only get job intervals from the product; other intervals of the original equipment will be removed.
  • You can add, edit or remove the intervals. These changes apply to only the equipment you are working on.

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3.4. Create equipment from an order line of the product

When you create an order line of the product with pre-set job intervals:

  • In the Process field, choose to create equipment.
  • After the order line is processed, the created equipment will have the same job intervals as the product.

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2

Dear Phuong, thank you for this explanation.

However, when we select a job interval in the equipment and we carry out a job with a control category that has a different period defined, the job interval selected first is not taken into account.

Let me explain better:
Following, there is an example: The job internal was defined in the equipment as 6 months but the job interval of the control category was 12 months:

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This is how it appears. The defined job interval in the control category “wins”.

The only way we found to change the job interval of a job (with a control category different from what we want) is changing the job interval manually in each job, but as you can imagine, this is a huge job.

There is another possibility: changing the job inteval in the control category, but then this will change the inspection period for all the equipments. We do not want this because we have customers that want to inspect the same type of equipment every 3 months, others every 6 and others every 12.

We would like to ask to apply a change: the job interval defined in each equipment is who defines the job interval of the job that is carried out in it. Would it be possible?

If you have any other suggestion to avoid us to manually change each job interval (when the inspection must be done in a period other than that marked in the control category), it would be very appreciated.

Thank you

1 Like
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Hi @Montse.roviralta, it’s true that only the control category’s interval is pre-selected in jobs. An inspector must manually select the product’s interval every time he/she completes a job.

And do I understand your request correctly: The selected interval of each new job should follow the equipment owner’s setting, not the inspector’s setting?
If so, this is a request for new functionality so let’s discuss it in Product ideas :slight_smile:

On a side note, only the 12-month and 6-month intervals have the strikethrough effect as shown in your screenshot. If the control category and product’s intervals are a different combination, for example 9 and 6 months, a new job will have:

  • A 9-month interval which is selected by default, and
  • A 6-month interval which is not selected nor strikethrough.
4

Hi @phuong.duong, thank you for your answer. Answering your question:

The selected interval of each new job should follow the equipment owner’s setting , not the inspector’s setting?

Yes.
And furthermore, the job interval of many equipments can be changed at once, but it is not possible to change them in bulk within the jobs.

I will writte this idea in product ideas.