Add, edit or copy product

exampleIDMAddProduct_1

1.Go to "IDM".

2.In the tree, select the vessel to which the new product should be added or which contains the product that should be edited.

3.In the tree, select the main category to which the new product should be added or which contains the product that should be edited.

If a main category is missing, see manage main categories.

4.In the tree, select the product category to which the new product should be added or which contains the product that should be edited.

If a product category is missing, see manage product categories.

5.To ADD a new product, click "Add" .

To EDIT an existing product, select the product in the list and click "Edit" .

6.Under "Documents" you may view and manage documents assigned to a product. See Manage Document Assignments.

7.You may

clip0044

2.Fill in the details.

- Left details are valid for all main and product categories
- Upper right details are valid for electrical and mechanical equipment only .
- Lower right details are dependent on the product category .

3.Click "Save".

Explanation and remarks about selected details
Valid for all main and product categories
Brand	If you want to change a product's brand, you need to delete the existing product and add a new one.
Type	The product type you set here determines which OEM maintenance activities will be available by default when setting up maintenance activities. If you want to change a product's type, you need to delete the existing product and add a new one.
Acc. no. (Accounting Number)	Type the first three digits (or more) to get the list of all fitting numbers. Available accounting numbers are managed by your company's MESPAS TSM administrator. (See Manage accounting codes)
Begin of operation*	Enter the date when the product was installed. This is not the date when product was built. •This date is used as the starting date for calendar-based PMS activities assigned to the product. •The default value is the current date.
Label*	The product label will be shown in the data tree.
Process lines	Here you can assign a product to one or several process lines. For further information see Process lines.
Critical and essential product	You may define products as critical or essential. The definition of parts as "critical" or "essential" is used for easy filtering in the Jobs to do Screen and for reporting purposes. The difference between critical products and essential products is that the monitoring of maintenance on critical products has to be reported to authorities as the flag state or the class, while the monitoring of essential parts is for internal use. You may e.g. define the main engine as critical, as it is needed to ensure the vessels maneuverability, but a the coffee machine as essential.

Copy product

Many types of equipment can be found twice or multiple times on the same vessel or are installed identical on sister vessels. In order to facilitate the data entry of equipment into the Installation Data Management (IDM), products can be copied.

In order to be able to copy IDM products the user needs to have the role "IDM administrator". As copying products does entail some risks for your data structure and should only be done by trained users, this role is distributed by MESPAS only.

Copy_Product_1

Copy_Product_2

1.Go to "IDM".

2.In the tree, select the vessel, main category and product category from which the new product should be copied from.

3.In the main window select the original product and click on .

4.In the upcoming window you have to choose..

o..how many copies of the selected product you like to have.

o..if the copies are to be on the same vessel or on or several other vessels.

o..if you like to copy or clear the serial number.

o..if related devices are also copied.

o..and if the new products begin of operation date is the same as the target vessels commissioning date or if you like to enter a new date.

5.Click on Continue.

6.If you have selected "copy to other vessel" a new window will pop up, where you can select all the vessels to copy the new product(s) to.

7.Click on Continue.

8.A window pops up that shows again the data that will be copied for confirmation.

9.Click on Finish.

Add, edit, copy or lock product