In order for a shared work-management system to function well, employees need specific information about the item(s) in need of service and the work they are expected to perform. Lucity's System Assembly Components module allows administrators to classify components within complex systems to provide accurate, detailed information to everyone involved in the work process.
Say, for example, that the radiator cooling fan went out on a Street Department truck. The Work Order would list "STREET PKUP 540-BVA" (the truck) as the Work Order Asset and the Task as "Repair." However, an employee assigned to the Work Order would need more information to isolate the issue.
Using the System Assembly Components module, a Lucity administrator can classify the truck's major Systems, such as its exhaust system, transmission system, engine cooling system, etc. These Systems can then be broken down into Assemblies and Components. (See examples below.) Thoughtful implementation of this module prevents users from having to select from an overly long list of specific Work Tasks.
Examples
System
Assembly
Component
Exhaust
Midsection
Catalytic Converter
Transmission
Valve Body
Shift Solenoid
Engine Cooling
Radiator
Cooling Fan
When System Assembly Components are in place and a user selects a Work Order Asset, the system checks whether that Asset belongs to an Asset Class with associated System Assembly Components. If it does, additional fields appear on the Work Order form to allow the user to identify the component that needs to be fixed or serviced.
Although this module was developed to streamline the Work Order process for Fleet and Equipment assets, it can be applied to other asset modules that feature complex systems and are tied to Lucity's Asset Class Library. (See a list of applicable modules.)
The first step in the configuration process is to generate lists of Systems, Assemblies, and Components. Note that the goal of this module is to break down the general components of the asset, not to identify part numbers. If you create a component record for a Cooling System/Radiator/Fan it can apply to many vehicles; however, if you create a record for Cooling System/Radiator/Fan # 165-B2, it will relate only to certain vehicles. The more specific you are about each component, the more records you will have to create. In addition, please bear in mind that some assets already have other ways of tracking individual parts (e.g., Fleet > Tires).
Note: Effective 19r2, users can enter a System without an Assembly or Component. Users can also enter a System with an Assembly only; however, entering a Component requires an Assembly.
The following instructions explain how to populate the System Assembly Component picklists using a Lucity form. This, however, is a very time-consuming process. Lucity recommends that administrators instead create comma-delimited files of agency systems, assemblies and components and their relationships. Such files can then be imported into the module using Lucity's Import and Update tool.
Open the Work > Administration > System Assembly Component module.
Click the button. The Component form appears.
Click the button at the end of the System* field. The System Code/Type pick-list appears.
Click the Edit List button to modify the pick-list.
Click Add New.
Enter a Code and Type for the System you wish to document.
Click the Keep Dialog Open checkbox to enter additional Systems. When finished, click Add. The new System option appears in the pick-list.
Click Exit Editing, then Cancel. Users can now select the new System on the System Assembly Component form.
* These same instructions can be applied to the System, Assembly or Component fields.
Once the Systems Assembly Components have been set up, they must be assigned to classes. Each System Assembly Component record can be assigned to multiple Asset Classes; however they can only be applied once for each Class.
In the System Configuration > Asset Class Library module, click the button to expand the Asset Class record to which you want to assign a System Assembly Component.
In the System Assembly Components grid, click the button. A pop-up appears that lists all System Assembly Components that are not linked to the selected Asset Class record.
Use CTRL + click to select one or more Component records from the list.
Note: Use the blank fields at the top of each column to search for a specific record.
Click Select. The component(s) is added to the Asset Class.
Once setup is complete, users can specify System Assembly Components to identify specific parts of an asset that the work is for. This is done on the Work Order > Task record using the System, Assembly, and Component fields.