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Users who are charged with entering asset meter data require specific user authorization to do so. The required authorization is set in two places, : Manage Roles and Edit Portal Restrictions.

The users role settings must be configured so that their primary role set under Manage Roles has the required access under Edit Portal Restrictions. For instance, in the example below Dina Dielberg has been set as a User in the Manage Roles section. The role of User has been granted Full access to ManageAssetOnWorkOrder in the Edit Portal Restrictions section. With this configuration, Dina can enter meter reading data on work orders that she has access to.

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title⦿ How to Give a User Access to Entering Meter Reading Data
  1. Navigate to Assets (Equipment) > Administration > Manage Roles.
  2. Locate the user that you want grant access to.
    Setting a User role for an employee in the Manage Roles sectionImage ModifiedNote their role. In the above example, Dina has the role of User.
  3. Navigate to the Edit Portal Restrictions tab.
  4. Grant Full Access to the role of User in the ManageAssetOnWorkOrder row.
    Enabling the Manage Assets On WOs permission for the User roleImage Modified

This configuration will grant individuals with the role of User the ability to enter meter reading data on work orders that they have access to.

Configuring Work Order Properties

Before a Planned Maintenance work order can be created to collect asset meter reading data, Asset Readings has to be added to the work order properties list. Once added, users will be able to select it from the Category drop-down menu when creating a new PM Service. See Managing Categories for more information on creating categories.

Image RemovedOverlay for adding a new PM service in the Planned Maintenance moduleImage Added

The Asset Readings category has been hard coded so that asset readings work orders cannot be closed until an asset reading has been entered.   Users are able to add Meter data on a work order by clicking the asset’s ID or Tag ID link, which will open the asset’s meter modal. 

Creating an Asset Meter

Asset Meters are created at the Asset Type level. Therefore all assets of the specified type will have the same Asset Meter attached to them. If there are assets under a specified asset type that you do not want a meter attached to then a secondary asset type category will need to be created and assets moved to that asset type. 

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title⦿ How to Create an Asset Meter
  1. Navigate to Assets (Equipment) > Manage Asset Types.
    Image Removed
  2. Select an asset.
    Image Removed
  3. On the Asset Type Attributes screenManage Asset Types item in the hamburger menuImage Added
  4. On the list of asset types, select the asset type you need to add meters to.
    List of asset typesImage AddedThe asset type details page opens.
  5. Under asset attributes, click the Add Meter button.
    Image RemovedAdd Meter button on the asset type details pageImage Added
  6. On In the Add Asset Type Meter overlay that opens, do the following: 
    1. Give the Metermeter a unique name;
    2. Select the Unit unit of Measuremeasure from the drop-down menu;
    3. Set the Max Valuemax value that can be entered;
    4. If technicians will be permitted to enter data on work orders for the asset, check the box next to Edit on WO;
    5. Add a NoteAdd Notes if needed; and
      Overlay for creating an asset type meterImage Added
  7. Click Add Meter to complete the process.
    8. Image Removed

The Fork Lift Type

A

a Battery Charge meter has been added to

the

the Asset Type Meters section for

Forklift

the asset type.

Image Removed

Section with asset type meters on the asset type details pageImage Added

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