Other R&M Reference Files

 

 

 

 

More>>Reference Files>>Repair & Maintenance

 

1.  Depot

Not mandatory but recommended

 

Depots are your physical, internal, workshop locations

They are useful if you have multiple depots/workshops and need to distinguish where jobs were completed

For each Depot, a Supervisor can be selected (Supervisors are people flagged as "Supervisor" in the Personnel module)

When a Depot is selected in an internal job, this Supervisor will be added to the job details by default


 

2.  Findings

Not mandatory

 

Findings are entered in workshop jobs and help if investigation/approval is required prior to commencing a job

They allow standard findings to be entered along with a free type description and root cause

Findings may identify which component is at fault (as in the example below) or how the fault has occurred. e.g. abuse, incorrect operation, normal wear and tear etc

The findings can then be used to determine if charges are applicable, whether the job will commence etc.

Findings  in a R&M Job


 

3.  Fixed Charges

Not a mandatory reference

 

"Fixed charges" are applied to EVERY internal job to cater for consumables and suchlike e.g. seat cover, cleaning materials.

 

Select Transaction Type(s) and enter the related cost.

 

Note:

Fixed costs can also be applied via a Service Kit, when they are charged only when the Kit is used on a job.  

Either or both methods may be used.

 

In the job, Fixed Charges appear in the "Other Costs" tab.

 

Fixed Charges Created in the Reference File

 

Fixed Charges Shown in the Job


 

4.  Hour Types

A mandatory reference for entering timesheets

 

Used in timesheets to describe the activity undertaken

The range of Hour Types will depend on how detailed you need time to be classified

The Hour Type can be chargeable or non chargeable. Select this in the "Charge" column

If chargeable, the charge is added to the job as Labour Cost at either the person's charge rate in the Personnel module or the Debtor Type charge rate if applicable

If a non-chargeable Hour Type is chosen on a timesheet, the labour charges will not be included in the R&M or Hire transaction

 

Note:

"Auto Labour Entry" flag is a legacy feature and can be ignored.  It has been replaced by the My Job app.

 

Examples:

Hour Types Reference File


 

5.  Job Class

A mandatory reference.

 

The main classification for the type of repair and maintenance job E.g. Service, Repair, Check, Overhaul, Inspection.

 

If Checklists module is used, creating a Job Class "Pre-Start Checklist" is recommended for jobs created from that module.

 

IMPORTANT:

"Service" and "Programmed" job classes are used to denote service jobs and must not be changed

If a job has Job Class "Service" or "Programmed", a Regime and Sequence are mandatory on the job to ensure service scheduling is maintained

See also: Regimes

 

5.1 Suggested Repairers

Optional

 

One or more repairers from the Suppliers reference file can be attached to each Job Class.  One can be nominated as the default supplier for that type of work.

The default supplier is shown in EXTERNAL jobs as a suggestion as to who should carry out the job (a different repairer can be chosen).

 

Job Class Reference File Showing a Suggested Repairer for Modifications


 

6.  Job Level

A mandatory reference.

 

A subclass used to further describe jobs

Job Class and Job Level must be selected in every R&M job to describe the nature of the work carried out

"Scheduled" is an important Job Level, used to classify scheduled services

 

Examples:

Scheduled, Unscheduled, Ad hoc, Urgent, Abuse, Safety, Urgent, Misuse, Abnormal, Wear and Tear.


 

7.  Mechanic Comments

Not a mandatory reference

 

Allows predetermined or free type comments to be added to jobs

To enter Comments in jobs, at least one reference must be added

Comments appear in the Report Defect/Comments tab in jobs

If a free-type description is also entered in the job, the Comment is overwritten.

If a description is not entered in the job, the selected reference is saved as the comment

 

Examples:

Additional defects found

Subject to abuse

Requires further investigation

Not repairable


 

8.  MAC Codes (Maintenance Analysis Codes)

Not a mandatory reference

 

These seven codes are used to classify R&M jobs for analysis by exporting to Excel for manipulation

Not all codes have to be used

A default can be chosen for each and this will populate the field in the job

"Work Completed", "Repair Reason" and "Repair Cause" appear in AusFleet's My Job app so the mechanic can enter the appropriate codes

 

MAC Code Reference File

 

 

 

 

Export MAC Codes button in R&M module


 

9.  Projects

Not a mandatory reference

 

Projects are a simple reference that allow a project to be selected in R&M jobs.

 

Examples: Road maintenance, excavation, demolition, emergency events etc.


 

10.  Transport Vehicles

Not a mandatory reference

 

These are assets used to provide transport services for internal R&M jobs e.g. Tow trucks, roadside assist vehicles, parts pick up

Select the fleet items from your fleet list, describe its use (e.g. towing/plant transport/parts pick up) and enter its hourly charge rate

These vehicles can then be chosen in R&M jobs where transport services are involved e.g. towing

Charges are added to the job as "Transport" costs in the Sublets/Transport tab

 

Transport Services in R&M Job


 

11.  Workgroups

An important reference if timesheets are used

 

Workgroups are used to classify personnel time in timesheets in terms of "type of work carried out".

 

Examples: Brakes, Engine, Transmission, Electrical, Hydraulics, Cleaning, Assessment, Vehicle Recovery.

 

The Workgroup Report can be used to review which activities account for personnel time.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

© Trisoft Corporation 2023