samskip user guide container maintenance

Author: Leigh Hughes Document Ref: Samskip User Guide - Container Maintenance & Repair Revision Number: 0.1 Date of Issue: 9 August 2007 Copyright 2007 Four Soft UK Ltd. This document may not be copied, reproduced or used in any way, either whole or in part, without prior permission.

Samskip User Guide Container Maintenance & Repair


Document Ref: Container Maintenance & Repair of 38 Date of Issue: 9 August 2007 Revision: 0.1

2007 Four Soft UK Ltd.

REVISION CONTROL

This page summarises revisions to the document.

Revision Number

Date of Issue Revised by - Details

0.1 15-08-2007 Leigh Hughes




Table of Contents

1. INTRODUCTION ......................................................................................................................... 4

2. STANDING DATA....................................................................................................................... 5

2.1 Putting the new screens in the menu ..................................................................................... 5 2.2 System Registry ..................................................................................................................... 8 2.3 General Codes .................................................................................................................... 10

2.3.1 CNDT, Condition Types................................................................................................. 10 2.3.2 CDEX, Damage Position ............................................................................................... 12 2.3.3 CNRT, Repair Type ....................................................................................................... 13 2.3.4 RSTC, Repair Sub-statuses .......................................................................................... 14 2.3.5 CNST, Resource Tracking Statuses .............................................................................. 18

2.4 Resource Statuses Maintenance ......................................................................................... 21 2.5 Repair Charges.................................................................................................................... 24

3. USING THE REPAIR SCREEN ................................................................................................. 25

3.1 Creating records .................................................................................................................. 25

3.1.1 Creating a Survey record ............................................................................................... 26 3.1.2 Creating a Repair record ............................................................................................... 27 3.1.3 Creating sub-statuses ................................................................................................... 30 3.1.4 Completing a repair ....................................................................................................... 32

3.2 Deleting records ................................................................................................................... 34

APPENDIX 1. GLOSSARY ........................................................................................................... 38




1. INTRODUCTION

Screen CLS2100, Maintenance & Repair, allows the user to maintain records of:

Survey details - reference number, date/time, etc. Repair details - type and position of damage; repair type; start/completion date/time, etc. Charges incurred for repairs - parts, labour, etc. CIRI reference and Cedex code Sub-statuses can also be recorded while the container progresses through the repair cycle

CLS2101, Repair History, allows the user to:

Inspect the above details for any repair carried out during the container's history This guide is in two parts:

Part 1 covers standing data set-up, i.e., the tables of items such as types of damage Part 2 covers using the screens




2. STANDING DATA

2.1 Putting the new screens in the menu

(Suggested set-up)

Go to Menu Maintenance \ Management \ FXM Screens

In data entry mode, set up screens CLS2100 and CLS2101




Go to Menu Maintenance \ Management \ Menu Options

Retrieve the Equipment menu (its code can be found by highlighting the Equipment folder in the main menu, right-clicking, and selecting Properties from the pop-up menu)

Insert a new sub-folder by pressing the + button and adding a new Seq. number, with a

name and description of your choice

Save the record, then re-query on SHP_EQ_MR and add the two new screens to the new sub-folder:




Exit the screen and press the [Refresh] button (outlined below).

The new Maintenance & Repair sub-folder will now be available:




2.2 System Registry

Go to System Administration \ Management \ System Registry:

Open the screen and expand Global, then PROGRAMS (click on the + to the left in each

case)




Scroll down to the line CLS2100, under PROGRAMS

If this is not present, scroll back up to PROGRAMS, highlight it, then right-click, select 'Add Data Node' from the pop-up menu, key 'CLS2100', and finally click on [Add Node]

Once the line CLS2100 is in place, scroll down to it (if just added, it will be at the bottom of

the list), highlight it, then click on + on the button bar at the top of the screen

In the pop-up, key 'EnableStatusCreation' (without the quotation marks; no spaces between words, and capital letters as shown) in the Description field, and '1' in the Data field:

Click on [OK], then exit the screen

If set to 1 (On), the List of Values (LoV) for the Repair screen's Container Number field will

list all containers

If set to 0 (Off), the LoV for the Container Number field will only list containers that are currently out for repair (i.e., at MRP status). These containers will have reached MRP status via the Container Move screens, PFS0067




2.3 General Codes

2.3.1 CNDT, Condition Types

Double-click on the Master Data folder (there is no need to open this folder with the + button to its left). General Codes will be highlighted in the right-hand panel:

Double-click on General Codes. This will open screen PFS2060

Key 'CNDT' in the Type field, '2' in Length, and 'Condition Types' in Description




Press [Details]. This will open screen PFS2061

To insert a new record, press the + button on the button bar at the top of the screen

Key a new value (maximum two characters) in Code Value (suggestion: start with '1')

Key the appropriate value in the Description field - in the example below, 'Scratched'

Save the record by clicking on the [Diskette] button at the left-hand end of the button bar

Insert additional new records as described above, e.g. 2 Major chip, 3 Small dent, etc.

Click on [Close]. The user will be returned to PFS2060




2.3.2 CDEX, Damage Position

In PFS2060, General Codes, set up code CDEX as follows:

In Details, set up four-character codes for damage positions.

These values may be set up as appropriate. An indicative first value is shown below:




2.3.3 CNRT, Repair Type

In PFS2060, General Codes, set up code CNRT as follows:

In Details, set up four-character codes for damage positions.

These values may be set up as appropriate. An indicative first value is shown below:




2.3.4 RSTC, Repair Sub-statuses

In PFS2060, General Codes, set up code RSTC as follows:

The following must be set up in Details as illustrated. Note the entries in the Fixed Value field and the fact that the Code Flag check box is ticked:

ATL, Actual Total Loss:




AV, Container Available:

CTL, Constructive Total Loss:




Further entries may be set up as appropriate. These however have no Fixed Value, and Code Flag is unchecked.

Some suggested values are illustrated:

RP, Repair Required:

RW, Repair and Wash




SP, Status Pending:

WO, Wash Only:




2.3.5 CNST, Resource Tracking Statuses

In PFS2060, General Codes, code CNST will already be in place.

Add the following entries in Details - again, exactly as illustrated:

CRP, Repair Complete:




MAL, Empty Actual Loss:

MCL, Empty Total Constructive Loss:

MRP, Repair Started:




SUR, Survey:




2.4 Resource Statuses Maintenance

Once the new statuses have been keyed in General Code CNST, they can be added in Equipment \ Maintenance \ PFS0115, Resource Statuses Maintenance.

Once again, the Process Name and other values must be keyed as illustrated:

CRP, Repair Complete:

MAL, Empty Actual Loss:




MCL, Empty Total Constructive Loss:

MRP, Repair Started:




SUR, Survey:




2.5 Repair Charges

Go to Master Data \ Finance \ Charge Codes:

New charge codes for repairs must be set up as appropriate. The value below is for illustration - note though that any charge codes set up for use in the Repairs screen must have the Repair Flag check box ticked:




3. USING THE REPAIR SCREEN

3.1 Creating records

Go to Equipment \ Maintenance & Repair \ Container Maintenance & Repair:

The screen opens in query mode to allow an existing repair record to be retrieved and updated.

Press [F4] to cancel query mode. The blue bar across the top of the screen will disappear

Enter a container number in Container. The Size/Type and Current Status details will be pulled in:

Key an appropriate value in Order Number (free text field, maximum length 20 characters)




3.1.1 Creating a Survey record

Key a Partner code in Surveyor (pressing [Ctrl] + [L] opens the Partner Locator)

Key an appropriate value in Survey Reference (free text field, maximum length 20 characters)

Key an appropriate value in CIRI Reference (free text field, maximum length 20 characters)

Key the date and time in Survey Reference. This must be later (by as little as one minute) than the current container status, or a warning message will be displayed:

Once a valid date and time have been keyed, the [Confirm Survey] button will be enabled. Press this, and respond 'Yes' to the message 'Are you sure that you want to confirm these records?'. The [Confirm Survey] button will now be disabled

Press [Repair History] to see the new repair history entry. This will open CLS2101, repair History (note that this screen can also be accessed as a standalone from the Equipment \ Maintenance & Repair Folder):

Close this screen by clicking on the Exit Door button on the button bar. CLS2100 will again be displayed




3.1.2 Creating a Repair record

Key an appropriate vale in Damage Type, or select a value from the LoV

Key an appropriate value in Damage Position, or select a value from the LoV

Key a value in Cedex Code (free text field, maximum length four characters)

Key an appropriate value in Repair Type, or select a value from the LoV

Select 'Yes' or 'No' from the Authorised field drop-down

Key a Partner code in Repairer, or select from the Partner Locator

Key a Partner code in Responsible Party, or select from the Partner Locator

Key any comments in Remarks (free text field, maximum length 35 characters)

Press [Charges]. This will open the Charges sub-screen:

Key a value in Charge Code, or select from the LoV

Key a numeric value in Qty./Hours

Key a numeric value in Rate The Amount fields will be calculated as Qty./Amount x Rate. The currency defaults in as ISK, Icelandic Krona.




The Currency field may be overwritten with another value such as USD, in which case the value in Est. Amount will be re-calculated at the conversion rate set up in PFS1025, Departments:

Add other charges in the subsequent lines, if required, then click on [Back]. The total will now be displayed in Estimated Amount. The Actual Cost and Currency fields are now activated so that these values can be keyed when known

Additional lines may be keyed in the Repair Details panel, if necessary

Key a date and time (later than the Survey) in Repair Start Date/Time

Once a valid date and time have been keyed, the [Start Repair] button will be enabled. Press this and confirm at the prompt. An MRP status will be created in Repair History and in PFS0051, Container Tracking History:




In CLS2100, press [Repair History] again to open CLS2101. Now that the container is at MRP status, the Repair Details button is activated (it is only activated when the MRP line is highlighted). Press this button to open the Repair Details sub-screen, which will display the details keyed earlier:

Press [Charge]. This will open a further sub-screen, listing the charges keyed earlier against the repair detail:

Press [Back] to close each sub-screen in turn, then the Exit Door button, to return to CLS2100. Alternatively, pressing the Exit Door while sub-screen(s) are open will immediately return the user to CLS2100




3.1.3 Creating sub-statuses The container number is displayed against an orange background to indicate that the container is now under repair. The [Start Repair] button is again disabled. The sub-status fields are now activated in CLS2100.

Key an appropriate value in sub-status, or select from the LoV

Key a date and time (later than the MRP) in Sub-status Date/Time

Press [Confirm Sub Status] and confirm at the prompt A new record will now be added to the Repair History:

Note the column Sub Status to the right of column Statuses. [Repair Details] is disabled until the user highlights the MRP line. Other new sub-statuses may be added in CLS2100 as described above (each must be later than the previous one).




If sub-status ATL (Actual Total Loss) is created, the Repair History will display this; an MAL (empty Actual Loss) status will also be automatically created one minute later:

The MAL status will also be recorded in the Container Tracking History. If sub-status CTL (Constructive Total Loss) is keyed, this will be displayed in the Repair History, with an MCL (Empty Constructive Total Loss) status automatically created one minute later. The MCL status will also be recorded in the Container Tracking History.




3.1.4 Completing a repair If neither sub-status ATL nor CTL has been created, the container repairs will in due course be completed. Sub-status AV must then be keyed. Once this has been added to the Repair History, the Repair Completed Date /Time fields will be activated in CLS2100.

Key a date/time later than the most recent sub-status. The [End Repair] button will be enabled. Press this and confirm

A new status CRP will be created in the Repair History. An additional status will be created one minute later in the Repair History. This will be the status that the container was at before the repair was started; if the latter was an ONH (On-Hire), the container will be updated with an MEA (Empty Available):




This will also be recorded in the Container Tracking History:

When statuses MAL, MCL or CRP are created, the container number is no longer displayed against an orange background, as it is no longer in repair. The [End Repair] button is again disabled.




3.2 Deleting records

This is a typical container Repair History:

If the user tries to delete the last record, status MCL, by clicking on the X button on the button tool

bar, he will get the following warning message:




The user must therefore delete the MCL in PFS0055, Resource Tracking Modification:

Having successfully deleted the MCL status here, he next tries to delete the status MRP. He gets the following message:




Going back to Repair History again, he must delete the CTL, RP and WO sub-statuses (in that order, i.e., most recent first). If he tries to delete, say, the WO first, he will get the following message:

CTL, RP and finally WO are deleted in turn:




Now he can return to the Tracking Modification screen and delete the MRP:

This functionality has been designed to ensure that the Repair History and Container

Tracking History are maintained in correct synchronisation.




APPENDIX 1. GLOSSARY

Term/abbreviation Meaning

ATL (Sub-status) Actual Total Loss

AV (Sub-status) Container Available

CRP (Status) Repair Complete

CTL (Sub-status) Constructive Total Loss

LoV List of Values

MAL (Status) Empty Actual Loss

MCL (Status) Empty Total Constructive Loss

MEA (Status) Empty Available

MRP (Status) Repair Started

ONH (Status) On-Hire

RP (Sub-status) Repair Required

RW (Sub-status) Repair and Wash

SP (Sub-status) Status Pending

SUR (Status) Survey

WO (Sub-status) Wash Only

samskip user guide container maintenance

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