[ADD] Maintenance: add new equipment
closes odoo/documentation#4200
X-original-commit: eb067d6dc1
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -19,5 +19,6 @@ and allow workers to trigger maintenance operations, feedback loops, quality iss
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.. toctree::
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:titlesonly:
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manufacturing/maintenance
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manufacturing/management
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manufacturing/quality_control
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:nosearch:
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===========
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Maintenance
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===========
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.. toctree::
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:titlesonly:
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maintenance/add_new_equipment
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=================
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Add new equipment
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=================
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In Odoo, **equipment** refers to any item that is used in everyday operations, including the
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manufacturing of products. This can mean a piece of machinery on a production line, a tool that is
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used in different locations, or a computer in an office space. Equipment registered in Odoo can be
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owned by the company that uses the Odoo database, or by a third party, such as a vendor in the case
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of equipment rentals.
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Using Odoo **Maintenance**, it is possible to track individual pieces of equipment, along with
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information about their maintenance requirements. To add a new piece of equipment, navigate to the
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:guilabel:`Maintenance` module, select :menuselection:`Equipments --> Machines & Tools --> Create`,
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and configure the equipment as follows:
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- :guilabel:`Equipment Name`: the product name of the piece of equipment
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- :guilabel:`Equipment Category`: the category that the equipment belongs to; for example,
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computers, machinery, tools, etc.; new categories can be created by navigating to
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:menuselection:`Configuration --> Equipment Categories` and clicking :guilabel:`Create`
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- :guilabel:`Company`: the company that owns the equipment; again, this can be the company that uses
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the Odoo database, or a third-party company
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- :guilabel:`Used By`: specify if the equipment is used by a specific employee, department, or both;
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select :guilabel:`Other` to specify both an employee and a department
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- :guilabel:`Maintenance Team`: the team responsible for servicing the equipment; new teams can be
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created by navigating to :menuselection:`Configuration --> Maintenance Teams` and
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selecting :guilabel:`Create`; the members of each team can also be assigned from this page
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- :guilabel:`Technician`: the person responsible for servicing the equipment; this can be used to
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assign a specific individual in the event that no maintenance team is assigned or when a specific
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member of the assigned team should always be responsible for the equipment; any person added to
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Odoo as a user can be assigned as a technician
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- :guilabel:`Used in location`: the location where the equipment is used; this is a simple text
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field that can be used to specify locations that are not work centers, like an office, for
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example
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- :guilabel:`Work Center`: if the equipment is used at a work center, specify it here; equipment can
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also be assigned to a work center by navigating to :menuselection:`Maintenance --> Equipments -->
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Work Centers`, selecting a work center or creating a new one using the :guilabel:`Create` button,
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and clicking the :guilabel:`Equipment` tab on the work center form
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.. image:: add_new_equipment/new-equipment-form.png
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:align: center
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:alt: An example of a fully configured new equipment form.
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Include additional product information
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--------------------------------------
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The :guilabel:`Product Information` tab at the bottom of the form can be used to provide further
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details about the piece of equipment:
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- :guilabel:`Vendor`: the vendor that the equipment was purchased from
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- :guilabel:`Vendor Reference`: the reference code assigned to the vendor
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- :guilabel:`Model`: the specific model of the piece of equipment
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- :guilabel:`Serial Number`: the unique serial number of the equipment
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- :guilabel:`Effective Date`: the date that the equipment became available for use; this is used to
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calculate the :abbr:`MTBF (Mean Time Between Failures)`
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- :guilabel:`Cost`: the amount the equipment was purchased for
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- :guilabel:`Warranty Expiration Date`: the date on which the equipment's warranty will expire
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.. image:: add_new_equipment/new-equipment-product-information.png
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:align: center
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:alt: The product information tab for the new piece of equipment.
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Add maintenance details
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-----------------------
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The :guilabel:`Maintenance` tab includes information that can be useful to maintenance teams:
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- :guilabel:`Preventive Maintenance Frequency`: specifies how often maintenance should be
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performed to prevent equipment failure
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- :guilabel:`Maintenance Duration`: the amount of time required to fix the equipment when it fails
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- :guilabel:`Expected Mean Time Between Failure`: the average amount of time that the equipment is
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expected to operate before failing
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.. image:: add_new_equipment/new-equipment-maintenance.png
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:align: center
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:alt: The maintenance tab for the new piece of equipment.
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.. Note::
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The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean Time Between Failure`,
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:guilabel:`Estimated Next Failure`, :guilabel:`Latest Failure`,
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and :guilabel:`Mean Time To Repair`. These values are calculated automatically based on
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maintenance requests if any exist.
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.. tip::
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To see the maintenance requests for a piece of equipment, go to the page for the equipment and
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select :guilabel:`Maintenance` in the top right corner of the form.
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