Portable & Direct COMOS. Operations Portable & Direct. Trademarks 1. Introduction. Portable 3. "Direct" plugin 4. User interface reference

Transcription

1 Trademarks 1 Introduction 2 COMOS Operations Portable 3 "Direct" plugin 4 User interface reference 5 Operating Manual 04/2012 A5E

2 Legal information Legal information Warning notice system This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are graded according to the degree of danger. DANGER indicates that death or severe personal injury will result if proper precautions are not taken. WARNING indicates that death or severe personal injury may result if proper precautions are not taken. CAUTION with a safety alert symbol, indicates that minor personal injury can result if proper precautions are not taken. CAUTION without a safety alert symbol, indicates that property damage can result if proper precautions are not taken. NOTICE indicates that an unintended result or situation can occur if the relevant information is not taken into account. If more than one degree of danger is present, the warning notice representing the highest degree of danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property damage. Qualified Personnel The product/system described in this documentation may be operated only by personnel qualified for the specific task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified personnel are those who, based on their training and experience, are capable of identifying risks and avoiding potential hazards when working with these products/systems. Proper use of Siemens products Note the following: WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems. The permissible ambient conditions must be complied with. The information in the relevant documentation must be observed. Trademarks All names identified by are registered trademarks of Siemens AG. The remaining trademarks in this publication may be trademarks whose use by third parties for their own purposes could violate the rights of the owner. Disclaimer of Liability We have reviewed the contents of this publication to ensure consistency with the hardware and software described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this publication is reviewed regularly and any necessary corrections are included in subsequent editions. Siemens AG Industry Sector Postfach NÜRNBERG GERMANY A5E P 04/2012 Technical data subject to change Copyright Siemens AG All rights reserved

3 Table of contents 1 Trademarks Introduction Overview Prerequisites Making the basic settings User interface Portable Management functions Requirements for working with Portable Installing Compact Framework Creating an object structure Device configuration What is the device configuration? Creating a device configuration Activating a mobile device Managing the users of mobile devices Data export Structure of the data export Defining an XML connector Creating a base package with an export activity Exporting tours to a mobile device Editing data on a mobile device Automatic data export Synchronization Data import Importing tours Activity "Direct" plugin Opening the "Direct" plugin Logging in in the "Direct" plugin Calling a work instruction in the "Direct" plugin Reporting an activity as finished Documenting an activity that is not to be performed Adding a comment to an activity Adding a spare part to an activity via the "Direct" plugin...26 Operating Manual, 04/2012, A5E

4 Table of contents 4.8 Deleting a spare part via the "Direct" plugin Adding a qualification to an activity Booking hours for a qualification Displaying a booking overview User interface reference "Configuration" tab "Mobile device" tab "Resource planning" tab "Rights" tab "Export" tab "Import" tab "COMOS Direct Workpackage" tab Operating Manual, 04/2012, A5E

5 Trademarks 1 Trademarks Registered trademark: COMOS Operating Manual, 04/2012, A5E

6 Trademarks 6 Operating Manual, 04/2012, A5E

7 Introduction Overview Maintenance is a comprehensive, integrated system for the planning and organization of maintenance and inspection tasks. Application range of Maintenance Your work with Maintenance begins after you have planned the unit with the relevant COMOS modules. COMOS has an integrative structure that allows you to perform all the necessary tasks on the same database. The entire technical information on all aspects of the industrial unit can be collected together and edited in a central information system. If the unit is reconfigured or maintenance work is necessary, the data can be updated and remains available for the entire life cycle of the unit. It is also possible to include maintenance aspects even in the planning phase. Generally, even the engineering, inspection and maintenance tasks of a unit that was not planned with COMOS can also be controlled with Maintenance. Unit structure This manual describes how structures can be built up in Maintenance. This involves a suggestion for a possible unit structure that can be considered as ideal from a maintenance perspective. 2.2 Prerequisites With the Maintenance module, you can plan and process various types of maintenance. You need to be familiar with the basics of the COMOS software and need to know how to work with typical resources. All examples and explanations are based on the COMOSDB supplied with the installation CD and the sample project "COMOS_MA Maintenance". Before you start to work with Maintenance, you will need to have the appropriate licenses for the various modules. To be able to use the planning sequence on which the following description is based, you should already have unit structures and corresponding objects in COMOS that will now be extended by maintenance information. You can find additional information on this topic in the manual "COMOS Platform Getting Started". Operating Manual, 04/2012, A5E

8 Introduction 2.3 Making the basic settings 2.3 Making the basic settings Before you can work with Maintenance, you will need to make a couple of settings. Generally, this is the responsibility of the administrator. Procedure 1. Open the "COMOS_MA Maintenance" project. 2. Open the project properties. 3. Select the "Options > Maintenance" tab. Activate the "Is maintenance project" option. Activate the "Use EventManager" option. Activate the "Structural mode" option. Enter the name of the company project in the "Company DB" field, for example, "USERS" or "COMOS_MA_CSM". 4. Save your settings. 2.4 User interface The user interface in Maintenance is the normal COMOS user interface; a modified user interface is only used for the "Direct" plugin and the user-defined menu configuration. The settings for the various user interfaces are made by the responsible administrator. Planning and processing of maintenance is partially done in the familiar COMOS Navigator and partially using plugins. You enter maintenance information for scheduled recurring work packages in the maintenance plan. You have the option of creating the maintenance plan below various objects, such as equipment, a functional location, or a unit. The maintenance plan is visible not only in the Navigator, it can also be displayed in other interactive reports such as the P&ID, isometry, or 3D model. 8 Operating Manual, 04/2012, A5E

9 Portable Management functions You use the COMOS Portable Data Suite to manage mobile devices, device users, and mobile data. The following individual functions are available: Managing mobile devices Managing users on devices Managing configurable exports Managing data captured on the mobile devices, known as "imports" Monitoring and status of the imports Collision management for data Various operating modes 3.2 Requirements for working with Portable Software In order to work with COMOS Portable, install the following software on your mobile device: Windows Mobile 5 or Windows Mobile 6.NET Compact Framework 3.5 chapter Installing Compact Framework 3.5 (Page 10). Hardware You are in possession of a mobile device, optionally featuring a barcode scanner or RFID reader. Specific modifications Depending on the hardware used and the device driver installed, additional specific software modifications may need to be made. To find out which device-specific modifications are necessary, if any, contact the responsible administrator or your customer support representative. Operating Manual, 04/2012, A5E

10 Portable 3.3 Installing Compact Framework Installing Compact Framework 3.5 Introduction You can install.net Compact Framework 3.5 on the mobile device or on an emulator. Requirement If you are using an emulator, you must first set up a shared folder. Define this shared folder in the properties of the emulator, for example, D:\PT. Procedure 1. Install.NET Compact Framework 3.5 on the mobile device or emulator. 2. Transfer files of type "CAB" to the memory card or the emulator. 3. Run the NETCFv35.ppc.armv4.cab and NETCFv35.wm.armv4i.cab files. 4. Select one of the following options: If you want to use an icon size of 16, run the iagevelox.16.cab.cab file If you want to use an icon size of 32, run the iagevelox.32.cab.cab file 3.4 Creating an object structure Introduction You can manage mobile devices in the "COMOS_MA" project or the "USERS" project. Procedure 1. Create the "MD Mobile folders" object. You will find the base object under "@CBO > M > FD > MD Mobile folders". 2. Create a mobile device underneath the folder. The mobile device represents the manufacturer device. You will find the base object under "@CBO > M > FD > MD >!MOD Mobile device". 3. Create a configuration folder for the mobile device. The configuration of the mobile device must not be located underneath the device. You will find the base object under "@CBO > M > FD > CF Configuration folder". 4. Create a mobile device configuration. You will find the base object under "@CBO > M > MDC Mobile device configuration". 10 Operating Manual, 04/2012, A5E

11 Portable 3.5 Device configuration 5. Create a user folder underneath the mobile device. The user folder must be located underneath the mobile device. You will find the base object under "@CBO > M > FD > UF Users folder". 6. Create mobile user references underneath the user folder. You will find the base object under "@CBO > M > FD > UF >!PURef Mobile user reference". What is the device configuration? (Page 11) "Configuration" tab (Page 33) "Resource planning" tab (Page 36) 3.5 Device configuration What is the device configuration? XML file The device configuration is saved as an XML file for the relevant mobile device. You can configure the contents of the XML file for each device via the COMOS user interface. If you export data, the XML file and configuration will be loaded to the device automatically. The configuration will also be saved as an XML file for the device management object in COMOS. Various configurations for each device You can save various configurations for each device. However, only one configuration is ever active per device. Unique ID You manage the devices in the company DB. Every mobile device must be registered in COMOS. For this purpose, you must assign a unique ID, which you will find in the "ID" field on the "Attributes > Mobile device" tab in the device properties. Status Every device has one of the following statuses: "In repair" "Locked" Operating Manual, 04/2012, A5E

12 Portable 3.5 Device configuration "Operating" "Rejected" You will find the various statuses in the "Status" list on the "Attributes > Mobile devices" tab in the device properties. "Mobile device" tab (Page 35) Creating a device configuration (Page 12) Activating a mobile device (Page 12) Managing the users of mobile devices (Page 13) Creating a device configuration Procedure 1. Open the properties of the configuration. 2. Select the "Attributes > Configuration" tab. 3. Enter the required settings. chapter "Configuration" tab (Page 33). 4. Click "OK" to save your settings. What is the device configuration? (Page 11) Activating a mobile device (Page 12) Activating a mobile device Requirement At least one configuration has been saved in the configuration folder. Procedure 1. Open the properties of the required mobile device. 2. Select the "Attributes > Mobile device" tab. 3. Select "Operating" from the "Status" list. 4. Set a reference to the configuration object in the "Configuration" field. 12 Operating Manual, 04/2012, A5E

13 Portable 3.6 Managing the users of mobile devices 5. Enter the path under which the configuration, user, and export XML files are saved in the "Device data path" field. 6. Save your setting. Result The selected configuration is active for the device. "Export" button You use the "Export" button to export the configuration and user XML files to the specified folder. What is the device configuration? (Page 11) Creating a device configuration (Page 12) "Mobile device" tab (Page 35) 3.6 Managing the users of mobile devices Settings at the person object 1. Open the "USERS" project. 2. Open the properties of the person object which corresponds to the user of the mobile device. 3. Select the "Attributes > Personal data" tab. 4. Activate the "Is portable user" option. 5. Enter the required password in the "Password" field. 6. Save your settings. Settings at the mobile user reference 1. Open the properties of the mobile user reference. The settings on the mobile user reference must be made in the COMOS_MA project. 2. Select the "Attributes > Resource planning" tab. 3. Set a reference to the required person object in the "Person" field. 4. Save your settings. 5. Switch to the "Rights" tab. Operating Manual, 04/2012, A5E

14 Portable 3.7 Data export 6. To give the mobile user the required rights, activate the corresponding options. 7. Save your settings. Additional information For additional information on the "Personal data" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""Personal data" tab". "Resource planning" tab (Page 36) Device configuration (Page 11) "Rights" tab (Page 37) 3.7 Data export Requirement The target device for the export must have the status "Operating". The "Config.xml" and "Users.xml" files have been exported. Configuration You can configure the data export. An export has references to the following objects: MotionX query used Start object of the evaluation Target device for the export The target device for the export must have the status "Operating". If you configure the data export using a query, you have the option of defining the following criteria, for example: Restriction to one date with a tolerance value Restriction to only active work packages 14 Operating Manual, 04/2012, A5E

15 Portable 3.7 Data export Data The following data is exported: Date Link to the export XML document stored in the project folder Status "Not exported yet" "Exported" "On device" "Partly imported" "Completed" "Errors" Structure of the data export (Page 15) Structure of the data export Management You manage the data export via the "USERS" project. In COMOS, you create an export for this purpose on the "Units" tab underneath the mobile device. Once the export reaches the status "Fully imported", the task is automatically marked as done. You can combine one or more exports together in work packages. You manage these work packages by means of date information. Once all exports have reached the status "Fully imported", the work package is marked with the status "Completed". Data export (Page 14) Operating Manual, 04/2012, A5E

16 Portable 3.7 Data export Defining an XML connector Defining an XML connector 1. Create a new document. 2. Open the properties of the document. 3. Select the "General" tab. 4. Select "XML connector document" from the "Type" list. The "XML document" tab appears. 5. Select the "XML document" tab. 6. In the "Template:" field set a reference to the XML connector "CCp > MNTC > MobExp01 Mobile DataExport" in the base project. 7. Save your settings. 8. Select the "XML > Configure XML connector" command from the context menu of the XML connector. Additional information Example: An XML connector exists. You have the option of changing the settings at the XML connector. You can find additional information on this topic in the "Interfaces" manual, keyword "XML connector". Creating a base package with an export activity (Page 16) Creating a base package with an export activity Requirement An XML connector is defined. Procedure 1. Create a new tour work package. 2. To create an export activity, select the "New > SYS > PT > PEX Mobile export" command in the context menu of the tour work package. 3. Open the properties of the export activity. 4. Select the "Attributes > Export" tab. 16 Operating Manual, 04/2012, A5E

17 Portable 3.7 Data export 5. Select the "Export after creation" option. If the attribute is selected on the base package, the export is started immediately upon creation of the work package. 6. In the "Name" field, enter the name of the XML file containing the data. Always specify the extension ".xml". Do not use any underscores in the name. 7. Enter the description which will be displayed fpr the tour on the mobile device in the " text" field. 8. Set a reference in the "Start object" field to the object that is to be used as start object of the connector. 9. Set a reference to the mobile device for which the export is to be suitable in the "Mobile device" field. 10. Set a reference to the XML connector which you want to use for the export in the "Query" field. 11. Save your settings. 12. Create a new base package from the work package. Additional information For additional information on inspections, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword "Inspections". For additional information on base packages, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword "Base package". Defining an XML connector (Page 16) "Export" tab (Page 37) Operating Manual, 04/2012, A5E

18 Portable 3.7 Data export Exporting tours to a mobile device Requirement An XML connector is defined. A base package with an export activity has been created. The configuration and the user XML files are exported. Procedure 1. Create a new work package like the base package which you have created with the export activity. You can use the "Maintenance > New work package > Like base package" command in the context menu of the tour maintenance plan for this purpose. 2. To export the Config.xml and Users.xml files to the mobile device, insert the XML files parallel to the "iage.velox.exe" file. 3. Export the content of the "Split" folder to the mobile device. The "Split" folder contains the export files and is created under the specified folder. See chapter Activating a mobile device (Page 12). 4. In the "Device data path" field, enter the path under which the configuration, user, and export XML files are saved. Defining an XML connector (Page 16) Creating a base package with an export activity (Page 16) Device configuration (Page 11) Editing data on a mobile device (Page 18) Editing data on a mobile device Procedure 1. Run the "iage.velox" file on the mobile device. The configuration and user XML files are read out. 2. Log in. The exported data is displayed. 3. Edit the data as you wish. 18 Operating Manual, 04/2012, A5E

19 Portable 3.7 Data export 4. You have the option of viewing PDFs. 5. If you lock the tour, the key symbol changes to a lock. The file is locked for further editing and released for reimport into COMOS. Exporting tours to a mobile device (Page 18) Automatic data export Maintenance plan and maintenance demon You can use the configuration of a maintenance plan, as well as a maintenance demon, to set exports which will be performed automatically Synchronization Principle of operation When the mobile device is synchronized with COMOS, the integrated service searches for all exports with a reference to the device and the status "Exported". The data is loaded to the device and the export status changes to "On device". The device configuration is compared during the synchronization process. Data files which are marked for reimport on the device are read from the device. The necessary structure objects are created. Device configuration (Page 11) Operating Manual, 04/2012, A5E

20 Portable 3.8 Data import 3.8 Data import Importing tours Procedure 1. To synchronize the edited tours with COMOS again, copy the data folder and the initial XML file to the PC. 2. Create a base package with an activity for the import. 3. Select the "Attributes > Import" tab in the properties of the activity. 4. Enter the path to the XML file in which the data is saved in the "XML file path" field. 5. Set a reference to the applicable export activity in the "Export object" field. 6. Start the import script via the object debugger or install it in OnReferencedByDevice. You can find additional information on this topic in the "Maintenance Administration" manual, keyword "Portable". Result If you import a completed tour, the status of the import activity is set to "Completed". If you have not completed the tour on the mobile device prior to the import, the import activity retains the status "Partly imported". Data export (Page 14) "Import" tab (Page 38) Activity (Page 20) Activity Timestamp You import the activity completion timestamp saved for the mobile device into COMOS separately. To do this, you use a configurable attribute. Importing tours (Page 20) 20 Operating Manual, 04/2012, A5E

21 "Direct" plugin 4 General The "Direct" plugin was developed for the specific requirements of workshops and it can be operated from a touchscreen or using a keyboard and mouse. This allows you to enter data quickly and makes it simple to report that work instructions have been carried out. Configuration To be able to use the "Direct" plugin, the "iagedirectconfig.xml" file must exist in the program directory, underneath the folder "<COMOS installation directory>\current\config". You can find additional information on this topic in the "Maintenance Administration" manual, keyword "XML tags of the "iagedirectconfig.xml" file". Opening the "Direct" plugin (Page 21) 4.1 Opening the "Direct" plugin Procedure 1. Click on "Plugins" in the menu bar. 2. Select the "Maintenance > General maintenance > Direct Login" command. Result The "COMOS Direct Login" and "COMOS Direct Workpackage" tabs open in the Navigator. Logging in in the "Direct" plugin (Page 22) "COMOS Direct Workpackage" tab (Page 38) Operating Manual, 04/2012, A5E

22 "Direct" plugin 4.2 Logging in in the "Direct" plugin 4.2 Logging in in the "Direct" plugin Requirement The ID of the user is entered in the linked company database. You can find additional information on this topic in the "Maintenance Administration" manual, keyword "Assign identification for login in the "Direct" plugin". Procedure 1. Open the "Direct" plugin. 2. Select the "COMOS Direct Login" tab in the Navigator. 3. Click "Login". 4. Enter your ID in the field. 5. Click the button. Result You are logged in. Opening the "Direct" plugin (Page 21) Calling a work instruction in the "Direct" plugin (Page 23) Reporting an activity as finished (Page 23) Documenting an activity that is not to be performed (Page 24) Adding a comment to an activity (Page 25) Adding a spare part to an activity via the "Direct" plugin (Page 26) Deleting a spare part via the "Direct" plugin (Page 28) Adding a qualification to an activity (Page 29) Booking hours for a qualification (Page 30) Displaying a booking overview (Page 31) 22 Operating Manual, 04/2012, A5E

23 "Direct" plugin 4.3 Calling a work instruction in the "Direct" plugin 4.3 Calling a work instruction in the "Direct" plugin Procedure 1. Open the "Direct" plugin. 2. Log in. 3. Select one of the following options: Scan in the barcode printed on the work instruction. Enter the barcode printed on the work instruction manually in the "Barcode" field on the "COMOS Direct Login" tab in the Navigator. Go to the "Units" tab in the Navigator and click on the activity you want to edit. 4. Confirm your entry. Result The "COMOS Direct Workpackage" tab opens. All assigned activities and the superior structures are displayed. Additional information For additional information on the "COMOS Direct Workpackage" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""COMOS Direct Workpackage" tab". Opening the "Direct" plugin (Page 21) Logging in in the "Direct" plugin (Page 22) 4.4 Reporting an activity as finished Procedure 1. Open the "Direct" plugin. 2. Log in. 3. Select one of the following options: Scan in the barcode printed on the work instruction. Enter the barcode printed on the work instruction manually in the "Barcode" field on the "COMOS Direct Login" tab in the Navigator. Go to the "Units" tab in the Navigator and click on the activity you want to edit. Operating Manual, 04/2012, A5E

24 "Direct" plugin 4.5 Documenting an activity that is not to be performed 4. Confirm your entry. The "COMOS Direct Workpackage" tab opens. All assigned activities and the superior structures are displayed. 5. Select the activity you want to report as completed. The activity is highlighted in gray. 6. Select the "Detail" tab of the plugin. 7. Activate the "Finished" checkbox. Result The selected activity is displayed as grayed out and crossed out. The activity is documented as being finished in the unit structure of the "Units" tab in the Navigator. The "Finished" option is activated and the progress field set to "100%" on the "Attributes > Activity" tab in the activity's properties. Additional information For additional information on the "COMOS Direct Workpackage" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""COMOS Direct Workpackage" tab". Opening the "Direct" plugin (Page 21) Logging in in the "Direct" plugin (Page 22) Documenting an activity that is not to be performed (Page 24) Adding a comment to an activity (Page 25) 4.5 Documenting an activity that is not to be performed Procedure 1. Open the "Direct" plugin. 2. Log in. 3. Select one of the following options: Scan in the barcode printed on the work instruction. Enter the barcode printed on the work instruction manually in the "Barcode" field on the "COMOS Direct Login" tab in the Navigator. Go to the "Units" tab in the Navigator and click on the activity you want to edit. 24 Operating Manual, 04/2012, A5E

25 "Direct" plugin 4.6 Adding a comment to an activity 4. Confirm your entry. The "COMOS Direct Workpackage" tab opens. All assigned activities and the superior structures are displayed. 5. Select the appropriate activity. The activity is highlighted in gray. 6. Select the "Detail" tab. 7. Activate the "Not needed to be done" option. Result The selected activity is displayed as grayed out and crossed out. The activity is documented as being finished in the unit structure of the "Units" tab in the Navigator. The "Finished" and "Not needed to be done" options are activated and the progress field is set to "100%" on the "Attributes > Activity" tab in the activity's properties. This activity is not evaluated in the repair report. Additional information For additional information on the "COMOS Direct Workpackage" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""COMOS Direct Workpackage" tab". Opening the "Direct" plugin (Page 21) Logging in in the "Direct" plugin (Page 22) Reporting an activity as finished (Page 23) Adding a comment to an activity (Page 25) 4.6 Adding a comment to an activity Procedure 1. Open the "Direct" plugin. 2. Log in. 3. Select one of the following options: Scan in the barcode printed on the work instruction. Enter the barcode printed on the work instruction manually in the "Barcode" field on the "COMOS Direct Login" tab in the Navigator. Go to the "Units" tab in the Navigator and click on the activity you want to edit. Operating Manual, 04/2012, A5E

26 "Direct" plugin 4.7 Adding a spare part to an activity via the "Direct" plugin 4. Confirm your entry. The "COMOS Direct Workpackage" tab opens. All assigned activities and the superior structures are displayed. 5. Select the appropriate activity. The activity is displayed with a gray background and the icon changes to a hand. 6. Select the "Comments" tab. 7. Enter the required information. Result The "Activity" and "Progress" fields are completed automatically. Displaying comments Remarks that are intended to be displayed later on the repair report must be entered in the "Remarks" field. Entries in the "Internal remarks" field are not displayed in the repair report. Additional information For additional information on the "COMOS Direct Workpackage" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""COMOS Direct Workpackage" tab". Opening the "Direct" plugin (Page 21) Logging in in the "Direct" plugin (Page 22) Reporting an activity as finished (Page 23) Documenting an activity that is not to be performed (Page 24) 4.7 Adding a spare part to an activity via the "Direct" plugin Procedure 1. Open the "Direct" plugin. 2. Log in. 3. Select one of the following options: Scan in the barcode printed on the work instruction. Enter the barcode printed on the work instruction manually in the "Barcode" field on the "COMOS Direct Login" tab in the Navigator. Go to the "Units" tab in the Navigator and click on the activity you want to edit. 26 Operating Manual, 04/2012, A5E

27 "Direct" plugin 4.7 Adding a spare part to an activity via the "Direct" plugin 4. Confirm your entry. The "COMOS Direct Workpackage" tab opens. All assigned activities and the superior structures are displayed. 5. Select the appropriate activity. The activity is highlighted in gray. 6. Select the "Material" tab. 7. Select one of the following options: Click or press the "Material from list" button in the menu bar of the plugin to select a spare part from a predefined list. The "Selection" window opens. Select the required spare part. Click or press the "Material from stock" button in the menu bar of the plugin to select a spare part from storage. The "Selection" window opens. Select the required spare part. Click or press the "New material" button in the menu bar of the plugin to define a new spare part. The "New material" window opens. Enter the required information. If you activate the "Incidentals" option, all spare parts designated as incidentals are put together on an invoicing report as a collective item. 8. Save your entry. Result The spare part is displayed in the table on the "Material" tab. The spare part is created underneath the node of the activity on the "Units" tab in the Navigator. Additional information For additional information on the "COMOS Direct Workpackage" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""COMOS Direct Workpackage" tab". Opening the "Direct" plugin (Page 21) Logging in in the "Direct" plugin (Page 22) Deleting a spare part via the "Direct" plugin (Page 28) Operating Manual, 04/2012, A5E

28 "Direct" plugin 4.8 Deleting a spare part via the "Direct" plugin 4.8 Deleting a spare part via the "Direct" plugin Requirement To delete spare parts, the logged in COMOS user must have adequate rights. Procedure 1. Open the "Direct" plugin. 2. Log in. 3. Select one of the following options: Scan in the barcode printed on the work instruction. Enter the barcode printed on the work instruction manually in the "Barcode" field on the "COMOS Direct Login" tab in the Navigator. Go to the "Units" tab in the Navigator and click on the activity you want to edit. 4. Confirm your entry. The "COMOS Direct Workpackage" tab opens. All assigned activities and the superior structures are displayed. 5. Select the appropriate activity. The activity is highlighted in gray. 6. Select the "Material" tab. 7. Select the spare part you want to delete from the list. 8. In the menu bar click the "Delete material" button. A window opens. 9. Confirm your selection. Result The spare part is deleted from the list on the "Material" tab. The spare part is deleted underneath the node of the activity on the "Units" tab in the Navigator. Additional information For additional information on the "COMOS Direct Workpackage" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""COMOS Direct Workpackage" tab". 28 Operating Manual, 04/2012, A5E

29 "Direct" plugin 4.9 Adding a qualification to an activity Opening the "Direct" plugin (Page 21) Logging in in the "Direct" plugin (Page 22) Adding a spare part to an activity via the "Direct" plugin (Page 26) 4.9 Adding a qualification to an activity Procedure 1. Open the "Direct" plugin. 2. Log in. 3. Select one of the following options: Scan in the barcode printed on the work instruction. Enter the barcode printed on the work instruction manually in the "Barcode" field on the "COMOS Direct Login" tab in the Navigator. Go to the "Units" tab in the Navigator and click on the activity you want to edit. 4. Confirm your entry. The "COMOS Direct Workpackage" tab opens. All assigned activities and the superior structures are displayed. 5. Select the appropriate activity. The activity is highlighted in gray. 6. Click the "New Qualification" button. The "Selection" window opens. 7. Select the required qualification. 8. Confirm your selection. Result The qualification is displayed in the "Qualification - Hours" table. The qualification is created underneath the node of the activity on the "Units" tab in the Navigator. Additional information For additional information on the "COMOS Direct Workpackage" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""COMOS Direct Workpackage" tab". Operating Manual, 04/2012, A5E

30 "Direct" plugin 4.10 Booking hours for a qualification Opening the "Direct" plugin (Page 21) Logging in in the "Direct" plugin (Page 22) Booking hours for a qualification (Page 30) 4.10 Booking hours for a qualification Procedure 1. Open the "Direct" plugin. 2. Log in. 3. Select one of the following options: Scan in the barcode printed on the work instruction. Enter the barcode printed on the work instruction manually in the "Barcode" field on the "COMOS Direct Login" tab in the Navigator. Go to the "Units" tab in the Navigator and click on the activity you want to edit. 4. Confirm your entry. The "COMOS Direct Workpackage" tab opens. All assigned activities and the superior structures are displayed. 5. Select the required activity. The activity is highlighted in gray. 6. Select the required qualification from the list. 7. Click the "Booking" button in the menu bar of the plugin. The "Booking" window opens. 8. Enter the required information. Only numbers and decimal numbers may be entered in the "time [h]" field. If you complete the "time [h]" field in the "Additional work" section, an additional activity of the type "work as ordered" is created. 9. Save your settings. Result The number of hours is displayed in the "Qualification - Hours" list. A person reference for the person making the booking is created underneath the qualification on the "Units" tab in the Navigator. The booked hours are entered on the "Attributes > Working times" tab in the properties of the person reference. If you double-click on a qualification in the "Qualification - Hours" list, you can display an overview of all bookings for this qualification. 30 Operating Manual, 04/2012, A5E

31 "Direct" plugin 4.11 Displaying a booking overview Additional information For additional information on the "COMOS Direct Workpackage" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""COMOS Direct Workpackage" tab". Opening the "Direct" plugin (Page 21) Logging in in the "Direct" plugin (Page 22) Adding a qualification to an activity (Page 29) 4.11 Displaying a booking overview Procedure 1. Open the "Direct" plugin. 2. Log in. 3. Select one of the following options: Scan in the barcode printed on the work instruction. Enter the barcode printed on the work instruction manually in the "Barcode" field on the "COMOS Direct Login" tab in the Navigator. Go to the "Units" tab in the Navigator and click on the activity you want to edit. 4. Confirm your entry. The "COMOS Direct Workpackage" tab opens. All assigned activities and the superior structures are displayed. 5. Select the required activity. The activity is highlighted in gray. 6. Select the required qualification from the list. 7. Select one of the following options: Click the "total (h)" button in the menu bar. Double-click on the qualification in the "Qualification - Hours" list. Result The "Booking overview" window opens. All bookings of the selected qualification are displayed. Operating Manual, 04/2012, A5E

32 "Direct" plugin 4.11 Displaying a booking overview Additional information For additional information on the "COMOS Direct Workpackage" tab, refer to the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""COMOS Direct Workpackage" tab". Opening the "Direct" plugin (Page 21) Logging in in the "Direct" plugin (Page 22) 32 Operating Manual, 04/2012, A5E

33 User interface reference "Configuration" tab "Data settings" control group Field "XML folder" "Data file" "Structure file" "Backup file" Specifies the folder containing the installation directory where the XML files are located. Specifies the name of the XML file where the tour information is saved. Specifies the name of the XML file where the structure definitions are saved. Defines the name of the XML file which serves as a backup of the tour information. "Display settings" control group Control element "Icon size" list Here you define the display size for the icons. The following values are available: 16: Icon size 16x16 pixels 32: Icon size 32x32 pixels "Indentation" field "Icon folder" field "Splash screen file" field "Display activity names" option "Display inspection progress" option "Display maintenance progress" option Defines the indentation of the node in the tree (value in pixels). Defines which folder within the installation directory the icon files are saved in. Specifies the file name of the logo for the start screen. If this option is activated, the names of the activities are displayed in the tree view. If this option is activated, the progress being made by an inspection is displayed in the tree view. If this option is selected, the maintenance progress is displayed in the tree view. "System settings" control group Control element "RFID timer" field and list "RFID scanner type" field Defines within how many seconds activities can be reported as finished after scanning an RFID, when safety mode is being used. This is where you specify the name of the RFID reader being used. Operating Manual, 04/2012, A5E

34 User interface reference 5.1 "Configuration" tab Control element "Automatic save time" field "Use RFID" option "Use safety mode" option Defines times at which the program saves all open files. You separate multiple times with semicolons. If this option is activated, the RFID reader is activated. If this option is activated, the safety mode is used. Safety mode only allows activities to be reported as finished if you scan the equipment's RFID first. "Language settings" control group Control element "Language" list "Language file" field Specifies the language currently used on the mobile device. Displays the name of the XML file in which the available languages are saved. "Manual settings" control group Field "Folder" "Short description" "Manual" This folder within the installation directory contains the quick start guide and operating manual files for the mobile device are saved. File name of the quick start guide File name of the operating manual "Attribute visibility settings" control group You have the option of creating new entries which define that specific attributes are displayed in the tree. The entries have the following format: <SPEC name="" showname=""> name: Indicates the name of the attribute. showname="0": Only the value of the attribute is displayed. showname="1": In addition to the value, the name of the attribute is also displayed. "Cancel/complete activity" control group Control element "Show cancel button" option Use this checkbox to set if the Cancel button is to be shown or not. "Complete activity attribute name" field "Cancel activity attribute name" field Here you can define the name of the checkbox that is to be used for complete message of an activity. Here you can define the name of the checkbox that is to be used to cancel an activity. 34 Operating Manual, 04/2012, A5E

35 User interface reference 5.2 "Mobile device" tab "Options menu for password settings" control group Field "Password" "Master password" Contains the encoded password for changing options. This entry is optional and specifies a password, which is entered in plain text, to use if the actual password has been forgotten. "Login settings" control group Control element "User login required" option "User data file" field Use this checkbox to set if a user login is to be queried when the mobile application is started. Here you can enter the name of the XML file that includes the user settings that are to be queried. Attention: Always enter the complete file name here (e.g. users.xml). Creating an object structure (Page 10) Creating a device configuration (Page 12) 5.2 "Mobile device" tab "General" control group Field "ID" "" Displays the ID of the mobile device. Enter the description of the mobile device here. "Technical data" control group Field "CPU" "RAM" "ROM" "Display" "Protection type" "Weight" Displays the CPU. Displays the RAM. Displays the drive. Displays the display setting. Displays the protection type. Enter the relevant weight here. You select the required weight unit from the list. Operating Manual, 04/2012, A5E

36 User interface reference 5.3 "Resource planning" tab "Status data" control group List "Status" Displays the status of the device. "Active configuration" control group Control element "Configuration" field "Export" button Displays the configuration object used for the device. You use the "Export" button to export the configuration and user XML files to the folder specified under "Device data path". "Device data path" control group Field "Device data path" Displays where configuration, user, and export XML files are saved. Device configuration (Page 11) What is the device configuration? (Page 11) Activating a mobile device (Page 12) 5.3 "Resource planning" tab Control element "Person" field "Rel. units/time" field "Units/Time" field "Valid from (date)" field "Valid until (date)" field This field displays the linked person object. This field displays the relative units for each time as a percentage. This field displays the units for each time as a percentage. This field displays the date from which you can use the mobile user reference. This field displays the date until which you can use the mobile user reference. Creating an object structure (Page 10) Managing the users of mobile devices (Page 13) 36 Operating Manual, 04/2012, A5E

37 User interface reference 5.4 "Rights" tab 5.4 "Rights" tab Option "Login" "Write rights" "Change options" "Lock tour object" If this option is activated, the linked user is permitted to log in. If this option is activated, the linked user has write permissions. If this option is activated, the linked user is permitted to make changes. If this option is activated, the linked user is permitted to lock tour objects. "Resource planning" tab (Page 36) Managing the users of mobile devices (Page 13) 5.5 "Export" tab Control element "Date" field "Status" list "Export after creation" option "Name" field " text" field "Start object" field "Mobile device" field "Query" field This field displays the date of the export. This field displays the status. If this option is activated, the export is started automatically after the creation of the work package. In this field, enter the name you want the XML file containing the data to have. Always enter ".xml" as the file extension and do not use any underscores in the name. In this field, you enter the description with which the tour should be displayed on the mobile device. By means of this field, you define where the objects should be searched for using the XML connector. In this field, you yet a reference to the mobile device to which the export is to apply. In this field, you define the XML connector which is used for the export. Creating a base package with an export activity (Page 16) Operating Manual, 04/2012, A5E

38 User interface reference 5.6 "Import" tab 5.6 "Import" tab Control element "Date" field "Status" list "XML file path" field "Export object" field "Verification failed" option This field displays the date of the import. This field displays the status of the import. In this field, you specify where the data to be inserted is saved. In this field, you set a reference to the applicable export activity. This option is activated automatically if the import data does not match the export data. If you edit attributes in COMOS after the export and then start the import, the attribute to be imported is older than the attribute in COMOS. Verification fails. Importing tours (Page 20) 5.7 "COMOS Direct Workpackage" tab Menu bar Control element Button Via this button, you set the focus on the node above the currently selected node. Button Via this button, you set the focus on the node underneath the currently selected node. "Navigate to COMOS object" button "New activity" button "New Qualification" button "Booking" button "total (h)" button With this button, you navigate to the COMOS object in the Navigator on the "Units" tab of the currently selected node. With this button, you create a new activity for the open work package. Via this button, you create a new qualification for the selected activity. Via this button, you book the hours of the selected qualification. With this button, you can display an overview of all booked hours for the displayed work package. 38 Operating Manual, 04/2012, A5E

39 User interface reference 5.7 "COMOS Direct Workpackage" tab Control element Button "New Event" button "Delete material" button "Material from list" button "Material from stock" button "New material" button Via this button, you can display all events created for the equipment or the functional location. The query starts automatically. If no equipment exists, events are searched for underneath the functional location. This button opens the "EasyEvent" plugin and you can create a new event. Via this button, you delete the spare parts assigned to the selected activity. Select the "Material" tab to activate this button. Via this button, you assign spare parts to the selected activity from a list. Select the "Material" tab to activate this button. Via this button, you assign spare parts to the selected activity from stock. Select the "Material" tab to activate this button. Via this button, you define spare parts yourself and assign them to an activity. Select the "Material" tab to activate this button. "Maintenance" control group Control element "Date" field "planned" field "Customer" field "Equipment" field "Functional location" field "Order" field "Purchase no." field "Date" field This field displays the date on which the work package was performed. This field display the planned date on which the work package will be performed. This field dipspays information regarding the customer. This field displays the name and the description of the equipment. This field displays the name and the description of the functional location. This field displays information regarding the order. This field displays the order number. This field displays the date of the order. "Detail" tab Control element "Finished" option "Not needed to be done" option If this option is activated, the selected activity is marked as finished. If this option is activated, it indicates that the selected activity did not need to be done. Other attributes can be shown on the "Detail" tab by the administrator. Operating Manual, 04/2012, A5E

40 User interface reference 5.7 "COMOS Direct Workpackage" tab "Remarks" tab Control element "Activity" field "Progress" field "Remarks" field "Internal Remarks" field "" field This field displays the name of the selected activity. This field displays the progress of the activity. This field displays remarks regarding the activity. This field displays internal remarks regarding the activity. This field displays a description of the activity. "Material" tab Column "Material" column "Amount" column "Price" column "SAP Nbr" column This column displays the description of the spare part. This column displays how many spare parts of this type are associated with the activity. This column displays the price per spare part. This column displays the SAP number. Qualification Hours table Column "Qualification" column "Hours" column This column displays the qualification assigned to the activity. This column displays the hours assigned to the qualification. 40 Operating Manual, 04/2012, A5E