How to create the Use Case Assets Indexing ?

What is asset referencing and what are its challenges?

Asset listing consists of leaving it to the operators to identify assets, also called equipment, during their jobs.

Supervisors can then subsequently view these referenced assets. This is crucial in order to better manage preventive maintenance operations as well as human and financial resources.

In the long term, asset referencing will allow you to improve the quality of your jobs by tracing in particular all previous jobs carried out on a previously referenced asset and thus have a history of the actions carried out.

 

How to facilitate the referencing of your assets with Ermeo?

Using paper forms can be a barrier to listing your assets.

Using Ermeo, all information about an asset can be updated very easily and quickly by the operator in the field or remotely.

In a few clicks, operators will be able to reference an asset, with its date of entry into service, its geolocation, its characteristics, etc. The assets will be classified in a database. Ermeo will allow you to have a complete view of your entire asset base.

With Ermeo, you will thus have real-time visibility over all of your data, and will thus be able to quickly process the information provided.

 

 

 

 

How to set up asset listing on Ermeo?

Below, we will show you the method to use to set up asset listing on Ermeo.

Our example: Imagine an operator who has to reference all the pumps on a site.

1. It will first choose the site in which it is located.

2. He will then obtain information on this site. He will then reference the pumps one by one by entering the information for each of the pumps.

 

Here is the list of steps to be implemented on Ermeo to set up asset listing:

1. Create a Sites database making it possible to list all the sites on which operators can intervene

2. Create a Pumps database. All pumps referenced by operators will be classified in this database.

3. Create the form allowing the operators to carry out the referencing.

 

Step 1: Have a Sites database to identify the sites on which operators can intervene.

In this step, it is necessary to create a database making it possible to list all the sites. Each of the sites will be characterized by the following attributes:

• Customer Contact (Text)
• GPS coordinates (GPS coordinates)
• Customer email (Email)
• Customer Name (Text)
• Photo (Image)
• Site Address (Text)
• Agency Adress (Text)
• Site Access instructions (Text)
• Site Contact (Action)
• Customer's phone number (Phone number)

Ermeo gives you the possibility to create resources in bulk in a database using imports.

The import file used to create the sites in our example is attached to this article.

Your database will therefore be made up of different sites. Here is the end result in our case. :

 

Step 2: Create a Pumps database

In this step, we will create a new database named Pumps. Each of the pumps will be characterized by the following attributes:

• Construction site / Site (Text)
• GPS coordinates (GPS coordinates)
• Date of commissioning (Date)
• Serial Number (Text)
• Photo (Image)
• Pressure (Number)
• Power (Number)
• Status (Multiple Choice)
• Type (Multiple Choice)
• Parent Asset -> Each pump will have a parent asset. This asset will be the site where the pump is located.

 

The operator will therefore reference new pumps. All the new pumps referenced will be found in this database.

 

Step 3: Create the form to reference the pumps of a site

As a reminder, the form created will allow the operator to perform the following steps:

1. The operator will first choose the construction site in which he is located.

2. The operator will then obtain information on this construction site.

3. It will then reference all the pumps it meets on the constructionsite

At the level of the form, the operator will select a resource as the main asset of the job. This resource will be a site.

Subsequently, he will reference the pumps on this site. The declared pumps will automatically have as parent the site where the operator is located.

 

Step 3.1 Creating the form and loading the intervention information

1. Create a new form and name it "Asset Listing"

2. In the editing studio, drag and drop a Section widget it and name the "Job start"

3. Inside this widget, drag and drop a Text widget

3.1 In the default value of this Text widget, place the User first name and User last name tags

4. Inside the Section widget, Drag and drop a Date widget and name it "Today's Date". Check the "Today's date" option.

5. Inside the Creation widget, Drag and drop a GPS coordinates widget and name it "Site GPS coordinates". Link this widget with the "GPS coordinates" attribute of the site. This attribute is therefore an attribute of the Sites database.

Step 3.2 Referencing the site's pumps

1. Drag and drop a Creation widget.

1.1 Name this widget "Referencing a new pump". In the options, choose Database is Pumps.

2. Within the Creation widget, drag and drop a Text widget. Name this brick "Serial number". Link this widget to the Serial Nr attribute of the Pumps database.

3 Then drag and drop a Date widget. Name it "Date of commissioning", link it to the Date of commissioning attribute of the Pumps database.

4. Finally, drag and drop a Number widget. Name it Pressure Readout and link it to the "Pressure" attribute of the Pumps database.

5. Publish the form

6. Launch the form from the webapp or from the mobile application.

7. Choose the site on which you want to work. Check site information to reference pumps.

8. Reference the pumps then end the operation. Congratulation ! The referenced pumps are now visible in the Pumps database.

 

It is also possible to customize the name of the pumps created (article link).

 

Conclusion: After having referenced pumps, you can perform preventive maintenance roundson these pumps.