Overview:

Plant Assignments are used to group Plant Items together and facilitate the bulk issuing of plant in Plant Issues. This is useful when specific items are assigned to a particular job for an extended period of time.

Screen Guide:

The initial list shows existing assignments. You can edit or view the details of these existing assignments by clicking on the Assignment link of the desired line. Use the + New Assignment to create a new one.

Main Tab:

• Number is the system number assigned to the assignment once it is saved.
• Description is the identifier for users to know what the assignment contains.
• Status defaults to Entered, and is changed to Approved when the assignment is approved, and finally Closed when the assignment has finished.
• No Stand Downs prevents plant from being stood down by Plant Stand Downs.
• Approver is the user that approved the assignment.
• Frequency can be changed between Daily, Weekly, and Monthly, and should guide the population of the Rate and Qty fields in the Lines Tab.
• Comment is a free text field that can be populated with relevant information about the assignment.

Lines Tab:

These are the lines that will be inserted when generating bulk Plant Issues.

• Plant is the Plant Item being issued.
• Job is the Job you want to issue the plant to.
• Rate sets a new default Plant Rate Code set for the Plant item selected. This should be compatible with the Frequency of issue and the Qty field.
• Unit is determined by the Rate selected.
• Activity defaults based on the Plant selected but can be changed if needed.
• Work Centre is the Work Centre you want the plant to be issued to by default. This can be changed during the issuing process if needed.
• Issued To nominates a default User to issue the plant to.
• Start/End Date are the beginning and end date range that this plant should be assigned to the job. These dates can be the same for all items in the assignment or staggered.
• Qty is the number of Units that will be issued, and should be compatible with the Frequency field in the Main Tab.
• Comment is a standard comment you want associated with this plant item.
• Off indicates that this plant is off hire and should not be issued while this field is ticked.

Next Steps:

Once you Save an assignment, the Approve button will appear, allowing you to approve the assignment for use.

Assignments are used in Plant Issues under the Assignment Bulk Issue option.