1: Configure Label Options

For users that require the need to create general labels with dynamic bill of material the ‘General’ products selections have been added to PTS.

To configure your printer for use of ‘General Labels’ login as an Administrator and navigate to the ‘Account Config.’ tab.  In the section designated ‘General’ add the appropriate printer information to the settings.

There are two different label options;

Once complete select 

2: Search/Create PTS ID

Navigate to ‘PTS Essential’ and click Search/Create PTS ID from the menu 
 

To create a new PTS tag, click on       and the following information is displayed.  To create a record for an item other than the options listed select ‘Other.’
 

3: Customer Info Screen

To limit access to the originator’s account and account group check  to hide the ‘Customer Info, Alt Bill of Material and Application Data’ for this PTS ID. 

The privacy function will not limit access to view the ‘Bill of Material /Order Details’ or the Replacement Details.  The ‘Customer Info’ (end customer order info) is always limited to the originators account & account group.

 _{Order Number, Customer PO#, Customer #, and Ship to # can all be used to filter reports in PTS Reporting and Asset Management. It is a recommended best practice to ensure at least one of these fields is populated.}
 

4: Bill of Material Screen

5: Alt Bill of Material  

Use the ‘Alt Bill of Material’ details to add specific information, or alternate component details, for this assembly, component or product. 
 

6: Application Data Screen

Use the following optional fields to add detailed descriptions to the record: 

Designate location data to give a specific location on a piece of equipment. Use ‘Location 1’, ‘Location 2’, ‘Equipment’, and ‘VIN/Serial Number’ to specify where an asset will be installed. 

Use the drop down menu options to select locations from previously added values.  To enable free form text, select the   edit text icon.
 

Using the drop down menu options select values to stipulate application data for ‘Inlet’ and ‘Outlet’ details, ‘Media, Media Temp, Environment, Environment Temp, Pressure and Cumulative Runtime’ to outline the system parameters. Use ‘Repair’ to specify whether repairs should be completed in the field or in a service facility. 

Selecting a criticality will automatically load the default inspection and replacement schedules that have been set in the ‘Account Info’ section.  
 

Cycles will automatically populate with details from the criticality levels and schedules that have been set in the ‘Account Info’ section.  Users may also select ‘Manual Date’ using the drop down menu to add custom dates for cycles. 

Users that do not have settings configured in Account Info may manually adjust Asset Management Settings. Manually add numerical values to text boxes and use the drop down menu to select Days, Months and Years.  Users can change the dates using a calendar widget for Inspect Cycle and Replace Date by selecting Manual Date from the drop down menu. 

It is a recommended best practice to utilize the inspection information and replacement values for greater data integrity.
 

Depending upon the type of product that is selected ‘Application Elements’ will be available for use.  If additional values are required and are not listed, please contact the PTS support team.

Use the expand  and collapse  icons to open and close the ‘Application Elements.’  Selections may be in available as free form text or pre-populate drop down values.

Attach a file to a record by using the Attachments section.  Click  to locate a file and   to add it to the record. Once a file has been successfully added to the record users will be notified in the application with a note stating, “File uploaded successfully.”
 

There are two privacy functions for attachments, public and private.  The originator of the record will determine the privacy settings for attachments.  Originators can upload, view, download and delete attachments.

Public:

• Allows standard users to view and download attachments.

Private:

• Restricts visibility, upload, download and deletion to the originator and group level users. 
• Provides view and upload functionality to Affiliates.

7: Service/Warranty

The Service/Warranty section is a useful resource to track service events and warranty information.  Using the drop down menu select the appropriate evet type from the pre-populated list of options. 

Select a ‘service status’ and add any notes for the event.  Users may add attachments for future reference or to document the event.  To clear the information from the events, select ‘Clear.’

It is important to select ‘Add Event’ to save the work performed.

To add Warranty information, use the options available using the drop down selector, date widget or free text fields.
 

8: Create Record

Once the record is complete, click the  button to advance to the print screen.