Statuses Overview
- 03 Jan 2024
- 4 読む分
- 印刷する
- 闇光
Statuses Overview
- 更新日 03 Jan 2024
- 4 読む分
- 印刷する
- 闇光
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This article covers the following topics:
What are statuses and stages?
Statuses are used to continuously track the condition and usability of locations, equipment, and material to ensure that resources are always in the proper condition prior to being used by an operator.
Statuses are resource-agnostic and can be assigned to locations, material classes and subclasses, and equipment classes and subclasses.
A status can consist of multiple stages (optional), each representing a different state of usability.
Content Creator, Supervisory, and System Admin users can create statuses and stages to match an organization's specific terminology and processes from the Status page on the web application.
For more information about creating, editing, and deleting statuses and stages, refer to the Creating, Editing & Deleting a Status or Stage article.
EXAMPLE:
A status labeled In Service has been created with four stages: Not Clean > In Cleaning > Clean > In Use.
The screenshots in this example were taken in Tempo v6.5. Functionality is similar across versions.
- The Not Clean status is the default stage.
- The Clean stage is the only stage marked as Usable. This means that a resource can only be used when in the Clean stage.
- The Enforce Sequentiality toggle is disabled. This means that stages can be assigned on a resource or location in any order.
- Once saved, this status can be assigned to any relevant location, material class or subclass, or equipment class or subclass, as described in the Managing status information on a location or resource section below.
Managing status triggers (equipment only)
Equipment classes and subclasses also support status triggers, which allow an organization to define additional triggers to automatically update equipment stages.
Supported equipment status triggers include:
- Timer: Used to indicate how long a stage is permitted to last before the system triggers an automatic stage change. Counts from the moment of stage change.
- Recurring: Used to manage recurring equipment needs based on the next hour, day, or week (e.g., if a recurring hourly trigger condition occurs at 1:03 PM, the system automatically updates the stage on the hour at 2:00 PM.) Can be stage-agnostic or triggered by movement into a particular stage.
- Counter: Used to indicate the number of times a piece of equipment is permitted to be used before the system triggers an automatic stage change.
EXAMPLE:
The In Service status (described in the previous example) has been assigned to the Medifuge subclass on the Equipment Subclass Info tab. On the Equipment Subclass Triggers tab, a trigger can be added to automatically update an equipment stage from Clean to Not Clean when a specific trigger occurs.
The screenshots in this example were taken in Tempo v6.5. Functionality is similar across versions.
In this example, after 24 hours in the Clean stage, any equipment instance in the Medifuge subclass will automatically be updated to the Not Clean stage.
Managing status information on a location or resource
Information about a location unit, material definition, or equipment instance's stage can be reviewed and managed on the location or resource's Statuses tab.
EXAMPLE:
The screenshots in this example were taken in Tempo v6.5. Functionality is similar across versions.
- The Not Clean status (described in the previous examples) is the default stage and therefore automatically selected upon assignment.
- Because the Enforce sequentiality toggle is disabled on the status, a user can select any of the stages from the Stages dropdown to reflect the equipment instance's current stage.
- Because this equipment subclass has the time-based trigger described in the previous example assigned to the Clean stage, the equipment instance will automatically update to the Not Clean stage 24 hours after it is assigned to the Clean stage.
- Trigger information can be reviewed on the equipment instance's Triggers tab.
Accessing statuses
From the left navigation panel, click settings Platform > Statuses. A list of configured statuses for your organization displays.
From this list, users can access the following functions:
- View, search, create, edit, and delete status information.
- Customize filter views to fit display preferences.
- Click Columns to select which status columns to display in the list.
- Columns reflect specific information stored on a status object within the system, including information such as Name, Description, and Number of Stages.
- Click filter_list Filter next to a column of your choice, then enter a term in the search bar.
- Click Filters Applied > Clear All Filters to reset the filter view.
- Click Columns to select which status columns to display in the list.
- Import and export status data.
- For more information on importing and exporting status data, refer to the Understanding CSV Import/Export article.
Next steps
- For additional information about assigning a status to a location unit, refer to the Creating, Editing & Deleting a Location article.
- For additional information about assigning a status to a material class or subclass, refer to the Creating, Editing, & Deleting a Material Class or Subclass article.
- For additional information about assigning a status to an equipment class or subclass, refer to the Creating, Editing & Deleting an Equipment Class or Subclass article.