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 Catalog Profile

Data on problems, malfunctions, damages, causes and problem solutions or malfunction corrections is recorded in the system or reported to the planner responsible in the form of technical findings after a visual check, after the object has been inspected or checked, or the problem has been determined. This data forms part of the service or maintenance notification and is entered in the maintenance history. The data needs to be formalized, so that it can be used in evaluations.

Definition: Codes and Code Groups

Codes are the means with which this data is managed in the Customer Service (CS) and Plant Maintenance (PM) application components. There is a corresponding code for each set of findings. The codes are grouped together in code groups according to particular characteristics. For example, there is

  • A code group with all codes for problems and damage relating to engines

  • A code group with all codes for problems and damage relating to pumps

There are also code groups for problems, causes, object parts, tasks and activities in the CS and PM application components.

Definition: Catalogs

Code groups that belong together in terms of content are grouped in catalogs. These catalogs are identified by the catalog type (a number or a letter). For example, in this way you combine

  • All code groups for particular problems for a catalog type

  • All code groups for causes for another catalog type and

  • All code groups for activities for a further catalog type

Note Note

The catalog functionality originates from the Quality Management (QM) application component.

You will find further information on the structure of codes, code groups, catalogs and catalog profiles in the Customizing function for Customer Service and Plant Maintenance.

End of the note.

Definition: Catalog Profile

Central service and maintenance planning indicates from a functional perspective in catalog profiles, which code groups should be used for a particular reference object or for a particular notification type. In this way, it makes available to other service and maintenance employees a basic number of codes that are relevant to the reference object.

If a particular catalog profile is valid for a particular technical object, the system displays the catalog profile name in the data screen of the corresponding functional location or piece of equipment. The equipment catalog profile is more detailed than that of the functional location.

Note Note

In the notification, the system determines the catalog profile on the basis of the reference object in the following sequence:

Start of the navigation path Equipment Next navigation step Construction type of equipment Next navigation step Functional location Next navigation step Construction type of functional location Next navigation step Notification type End of the navigation path .

This means the following:

The system checks whether a piece of equipment is specified. If so, it checks whether a catalog profile is specified for this piece of equipment. If this is the case, it copies the catalog profile to the notification; if not, it checks whether a construction type with catalog profile exists for the piece of equipment. If so, it copies the catalog profile of the construction type to the notification; otherwise, it checks whether a catalog profile exists for the functional location assigned to the piece of equipment or the functional location specified, and so on.

End of the note.