This guide will walk you through the steps to configure the Equipment M&S feature regarding Prestart Frequency in KIM. From adjusting prestart frequency settings to reviewing the updated Equipment Prestarts Dashboard details, follow the engaging instructions provided to streamline prestart capture.
1. Click "Options"
To start, go to the equipment module from the home dashboard, then select the options tab.
2. Click "Categories"
Navigate to the categories section.
3. Categories View
From the Categories view - you can review and configure the Equipment Categories and hierarchy as required. In this example - we will be selecting the Dozer Category.
4. New - Prestart Interval
From the Category View - a new option under the Prestart Header can be see - Prestart Interval. This allows you to configure from a dropdown of pre-defined values how often the Prestart for Equipment under this Category should be completed - which will reflect within the Dashboard view.
5. Select Prestart Interval
Selecting the Prestart Interval field will present a list of pre-defined Prestart Intervals. These allow you to define how often this particular category should have their prestarts completed from None being as required to Every Day, Every week and so on. If none of the pre-defined frequencies match your requirements - you can select Custom which will allow you to configure how often in days the prestarts should be completed.
6. Confirm changes
Once the selected Prestart Frequency and any other options have been finalised - click on the tick in the toolbar to go back to the Category view.
7. Click "Dashboard"
Now it is time to review the updated Dashboard.
8. Updated Prestart Dashboard
The Prestart section of the Dashboard has been updated to provide a day to day breakdown of Prestarts completed and prestarts pending completion based on the Frequency configured.
9. Select "Checklists to Create"
Further to the Dashboard view being updated - the "Checklists to Create" view has been also updated. Click on the "Checklists to Create" to continue.
10. Update View
As you can see - this view has been updated to now also include the Last Prestart Date and also who completed the Last Prestart within the system against the particular piece of Equipment.
11. Click "Categories"
Now lets look at a piece of Equipment under the Dozer Category we previously set to have the Prestart Frequency to weekly
12. Click "Dozer"
Select the specific equipment category - for this example we will be going to the Dozer Category.
13. Click on a piece of Equipment
For the purposes of this guide - a prestart was previously completed on a particular piece of equipment that belongs to the Dozer Category being DOZ04.
14. No Prestart button since a prestart has been completed within the frequency period
As you can see - the Prestart button is no longer visible on the Equipment since a Prestart has been completed within the configured frequency period. In this particular example - once a week has passed the Prestart button would be again visible and be available within the "Checklists to Create" view from the Prestart Dashboard. Now lets head back to the Dashboard.
15. Click "Options"
Currently the Prestart Dashboard view is displaying 14 days of completed Prestarts. If we want to display more or less days - we can easily adjust this. Access the Options Menu.
16. Click "Maintenance"
Navigate to the maintenance section.
17. Adjust Escalation Days
Under the Escalation Settings header - you can adjust the Escalation Days value which will both adjust the Prestart Dashboard view by displaying the amount of days historically worth of Prestarts completed and pending creation. This same setting will also effect the Escalation List as it controls how many days of a equipment Repair being inactive until it will be displayed in the report.
18. Fill in desired amount of days
In this example - we have entered 30 for the Escalation Days setting.
19. Click "Dashboard"
Return to the dashboard view.
20. Prestart View reflects Escalation Days setting
As you can see - since in this example we had entered 30 for the Escalation Days setting - the Prestart view now shows us 30 days historically of completed and pending prestarts.
This guide showcased the new Prestart Frequency feature for Equipment Categories, the updated Prestart Dashboard and how to adjust the Prestart Dashboard period within the Equipment M&S App in the KIM System.
