LUBE-IT 5 Tutorial - Generation Systems
Contents
1. Lube It Tutorial 11 4 Route Explorer Colosas E Demonstration Database Assigned To Operator Driven Work Order Default Route Steve Roberst No W037011 Nori End 1 Man Steve Rol North End 2 Grease Steve R Seq System Equipment Component Name Product Method Task Type Trigg Nagatadais Carina Mike a 1 223 Water Treat 2230026 River Water I Electric Motor Bearing Angular T Hydraulic Oil AW 32 Oil Bath Top Off wi a ET 2 223 Water Treat 2230026 River Water I Electric Motor Bearing Angular T Hydraulic Oil AW 32 Oil Bath Change M6 Bpi Seren 3 223 Water Treat 2230027 River Water I Electric Motor Bearing Angular T Hydraulic Oil AW 32 Oil Bath Top Off wi Roling Stock Andrew Petrasky 4 223 Water Treat 2230027 River Water I Electric Motor Bearing Angular T Hydraulic Oil AW 32 Oil Bath Change M6 South End Andrew Perasky 5 223 Water Treat 2230046 FlocTank 1 Reduction Gear Case Worm Gear Compound EP 680 Oil Bath Change Y1 6 223 Water Treat 2230046 FlocTank 1 Reduction Gear Case Worm Gear Compound EP 680 Oil Bath Top off wit 7 223 Water Treat 2230100 Bridge Filter ChainDrive Industrial Oil EP 150 Hand Oil Hand Oil wi 8 223 Water Treat 2230100 Bridge Filter Reduction Gear Case Gear Compound EP 220 Oil Bath Change Yi 9 223 Water Treat 2230100 Bridge Filter Redu2. Receiving Ho Reduction Gear Case Ultrex Gear Lube 150 Oil Bath Change Yi TILE q 23 255 Chip Handing 2550150 Receiving Ho Reduction Gear Case Ultrex Gear Lube 150 Oil Bath Top Off wi 24 255 Chip Handing 2550150 Receiving Ho Chain Drive Industrial Oil EP 150 Hand Oil Hand Oil M1 Route Totals 25 255 Chip Handing 2550151 Receiving Ho Reduction Gear Case Ultrex Gear Lube 150 Oil Bath Change Y ee 26 255 ChipHanding 2550151 Receiving Ho Reduction Gear Case Ultrex Gear Lube 150 Oil Bath Top Off wi 27 255 Chip Handling 9 2550151 Receiving Ho Chain Drive Industrial Oil EP 150 Hand Oil Hand Oil wi paa aoe 28 _255 ChipHanding __2550151 Receiving Ho ChainDrive Industrial Oil EP 150 Hand Oil Hand Oil Ha Add edit Reset App Close The Route Explorer As you can see the Route Explorer is divided into two sections On the left is a list of all the routes in the Demonstration database such as North End 1 Main and Out Buildings The right side displays all the lubrication tasks belonging to the highlighted route The Default Route The first route listed and the one highlighted when you first enter the Route Explorer is the Default Route This is a special route containing all tasks not assigned to any other route No task can be unassigned You cannot rename or delete the Default Route In the demo data you can see that the Default Route contains 40 tasks This means
3. you can just start typing 1 Month The drop down list will automatically open and highlight the 1 Month selection 8 Use the same method in the field Route Description to select Oil Sampling 9 Inthe Procedure 1 field select UOA Sample Proc 1 10 Now click inside the boundaries of the Date Last Done field 11 This field is used to tell LUBE IT when a newly entered task was last done if this is known Dates are easily selected by specifying the day month and year on the calendar For the purpose of this tutorial enter a date that is exactly one 1 month prior to today s date As an example if today s date is 9 25 2011 you would enter 08 25 2011 12 Click on the Update button to add the new task to the component It now appears in the Task Details Grid Why enter a date of 1 month ago The Sample task that you added was specified to come due every month 1 Month In step 11 above you were instructed to enter a Date Last Done of 1 month ago Later in the tutorial you will release a weekly lube schedule which will contain all currently due tasks For instructional purposes we wanted the new task you entered to show up as due in the first schedule If the task needs to be performed every 1 month and was last performed 1 month ago it is certain to be due in the first schedule you make Normally of course you will be entering the actual date the task was last performed If you don t know that date or choo
4. IT allows you to enter the completion dates for each scheduled task on a route You can mark individual tasks as complete as well as marking entire routes as closed Most importantly LUBE IT knows you won t have time to spend doing keyboard data entry of date after date for all of the tasks that have been completed That s where the Complete Tasks feature of LUBE IT comes into play cutting through the hassle and getting the work done fast Let s take a look at this now Dorm 4 Mark Tasks as Complete 1 Click the Mark Completed Tasks button on the Lube Schedule Panel 2 In the Complete Tasks dialog select the Oil Sampling route 20 Lube It Tutorial 3 Click on the Mark Tasks button You are presented again with a list of the tasks on the route that are currently due In this dialog completion dates are to be entered for each task that has been completed 4 Click in the field labeled Set To This Date in the lower right corner of the window The date you select in this field is used to speed the entry of completion dates 5 Let s pretend the tasks were completed today Change the date in the field to today s date by selecting it from the drop down list If today s date is not available then choose the date nearest to today 6 Double click on the second task in the list sequence number 2 The date you entered below now appears in the leftmost column of the grid under the heading Completed 7 Double click on the t
5. due in the current week s schedule Notice also that the Oil Sampling route to which we added some 14 tasks using the Route Wizard shows only four tasks This is because only four of the 14 tasks were found to be due during the current week Also notice the first task in the list is the oil sampling task with a 1 Month trigger that you entered at the beginning of this tutorial using the Equipment Explorer 18 Lube It Tutorial 4 Schedule Explorer Cf 5 Demonstration Database Period Start Date End Date Assigned To Operator Driven Work Order Default Route 34 8 22 2010 8 28 2010 Bill Winters No W037122 North End 1 Main Steve Robi North End 2 Grease Steve Ri Seq System Equipment Component Name Product Method Task Type bi MGANGA Ng 1 204 Pulp Mil 2040170 Scrap Transf Reduction Gear Case Ultrex Gear Lube 220 Oil Bath sample a eee ee 2 204 Pulp Mil 2040261 APS Bin 2A Reservoir Hydraulic Oil Hydraulic Oil AW 46 Oil Reservoir Sampe Aap a ES Yile 3 204 Pulp Mill 2040280 Impregnator Reduction Gear Case Hansen Gear Compound EP 320 Oil Bath Sample 5 204 Pulp Mill 2040302 Impregnator Reduction Gear Case Philadelphia Ultrex Gear Lube 220 Oil Bath Sample Completion Progress Oof 4 tasks 0 00 of 0 10 hours p r edit Add Quick Route Close The Schedule Explorer Like the Route Explorer the Schedule Explorer shows a list of routes on the left
6. g Shaft Bearings 1 2 Ultrex Plex Grease EP 2 Pressure Gun The Equipment tab of the Equipment Manager The Equipment Manager is now on the Equipment tab and displays information about a single piece of equipment Scrap Transfer Screw Conveyor 1 which belongs to the system Pulp Mill The information displayed includes its location whether it is in service or not etc At the bottom of the tab is a listing of components also known as lube points belonging to that piece of equipment Now let s look at one of these components You could simply click on the Components tab as you did to get to the Equipment tab but let s use another method pom d Go to the Component Tab e In the grid at the bottom of the screen double click on the second line which contains the component Reduction Gear Case Lube It Tutorial 7 i 4 Equipment Manager ko o fa AA PD O Ph 3 A Current System 204 Pulp Mill gt BI Current Equipment 2040170 Scrap Transfer Screw Conveyor 1 gt Pi System Equipment Component Component Additional Text Quantity Points Capacity Capacity UOM Reduction Gear Case 1 1 Method Product Oil Bath Ultrex Gear Lube 220 M E Track Consumption Task Detais CurrentDueDates __Last Done Dates ProjectedDueDates Period Start End Task Details Current Task Type Due Trigger SD Seg Route Description Dur Procedure 1 Procedure 2 a gt Top off m wi 2 Pulp Machine Rout
7. the button was released 4 Practice reordering tasks with this method a few times until you get the hang of it 5 Multiple tasks can be selected by holding down the Shift or Ctrl keys while clicking rows To select a contiguous group of rows hold down the Shift key while clicking the first and last of the desired rows To select multiple tasks individually hold down the Ctrl key and click the desired rows one after the other Try selecting multiple rows and re ordering using this selection method as well Click on the Close button 7 Since you made changes to the route by reordering the tasks within it you are asked if you want to save your changes For the purposes of this tutorial please select No Normally you would select Yes to save these changes 8 Notice your changes are undone and the tasks are shown in their original sequence Close the Route Explorer by clicking on the Close button again Printing a Route Listing This is all good but I like to look at hard copies How can I print out these task lists Lube It Tutorial 15 LUBE IT comes supplied with over 50 reports you can see on screen or print out The route details report is just one of them Let s print out our newly built route now Dp Print a Route Listing 1 S a If you have not already done so close the Route Explorer by clicking on the Close button Click on the Reports button on the Main Panel From the submenu that appears choose Route
8. username and password LUBE IT will then start up presenting you with the Main Panel Document what to lubricate First we will set LUBE IT s data source to the demo data meaning that nothing you do in this tutorial will affect your real data if there is any yet oom 4 Set the Data Source Co Lube It Ultimate Define Equipment Routes Schedule Advanced Reports Manage Show Main Panel Data Source N Print Setup Print Current Window Ctrl P Preferences Tetay LUBE Log In a different user Exit a AA Route Explorer Help Plan and Optimize Lube Routes Dow 9133 553 1 Select LUBE IT from the menu 2 Select Data Source from the submenu 4 Lube It Tutorial 4 Set Data Source Ba Lube It Ultimate is Currently Using ph yaad Data Re Load Demo Data Your Data 4 Set Data Source Bess Lube It Ultimate is Currently Using Demo Data Resospene Data Your Data 4 Click on the button labeled Re Load Demo Data This step insures that you are working with an unaltered set of demo data 5 Click on OK to confirm re loading the demo data The re load will take a minute or so 6 Click on the OK button The Equipment Manager The Equipment Manager allows you to browse and edit your equipment data as well as the details about all the lubrication tasks for each piece of equipment In this next section you will become familiar with t
9. which is all tasks in the Default Route with a task type of Sample to the route Oil Sampling Simply click on the Finish button In a second or two the tasks are assigned You are shown a dialog explaining what just happened Click OK 14 Lube It Tutorial That s all there is to it As you can see it is relatively easy to quickly assign large numbers of tasks to a route Let s now go back to the Route Explorer and look at the fruits of our labors Click on Route Explorer again from the Main Panel and then select Oil Sampling from the left panel As you can see the route previously had only one task but now has 15 because you just added the 14 unassigned Sample tasks with the Route Wizard The 15 tasks are listed in the order in which they were found and added from the Route Wizard However when the route is actually performed there may be a much more convenient order in which these tasks will be performed You can reorder these tasks to suit the needs of the person performing the route Let s try this next Dorm 4 Reorder Tasks within a Route 1 Select the second task in the list Component Name Reservoir Hydraulic Oil product Hydraulic Oil AW 46 2 Click on the second task again this time holding the mouse button down while you move the pointer down a few rows You will see a highlight bar follow the mouse as you move it 3 Release the mouse button and the task you selected moves to the point where
10. BE IT User Manual for more information 8 Lube It Tutorial The Toolbar maap fap Z The equipment Scrap Transfer Screw Conveyor 1 contains a total of three components or lube points What if we want to look at a component besides Reduction Gear Case How can we browse through them The toolbar at the very top of the Equipment Manager contains tools to enable us to do this Let s look at this toolbar now The eight buttons on the left side of the toolbar are called the Navigator and allow you to move through and manipulate records in the window We will only concern ourselves with the Navigator in this tutorial The other five buttons are the Find Button the Reposition Button the Notes Button the Attachments Button and the Lockout Data Button You can learn about these in the User Manual Now we will use the buttons in the Navigator to browse around the components belonging to the equipment record Scrap Transfer Screw Conveyor 1 DI Navigate Through Components 1 As you may remember the Reduction Gear Case is the second of the three components in the equipment Click on the third button from the left in the Navigator which is a plain right pointing arrow The component window now moves to the next record displaying the third component in the equipment Scrap Transfer Screw Conveyor 1 You can see that the component is Shaft Bearings 2 To jump quickly back to the second component click on the second button
11. LUBE IT TUTORIAL Version 5 Copyright 1997 2010 Generation Systems Inc All Rights Reserved This computer program is protected by copyright law and international treaties Unauthorized reproduction or distribution of the program or any portion of it is strictly prohibited and may result in severe civil and criminal penalties and will be prosecuted to the maximum extent of the law GENERATION SYSTEMS INC 375 NW Gilman Blvd Suite B201 Issaquah Washington 98029 www generationsystems com Tel 425 391 9046 Fax 425 391 7431 The software described in this document is furnished under an End User License Agreement Please read it thoroughly The software may be used or copied only in accordance with the terms of this agreement Information in this document is subject to change without notice No part of it may be copied reproduced translated or reduced to any electronic medium or machine readable form without prior written consent from Generation Systems Inc Table of Contents IREFOGUCTION AA NANA AA NA 1 1 Document what to lubricate ia NANG NAAAAAA 1 2 Plan how fo gO AD OUE IE aaa 1 3 Execute your pana nn An amak 2 Start LUBBA aaa tiie a 3 Document what to lubricate ccceeeeeeeeeee ee eeeeeeee eee eeeeeeeeeaeeeeeeees 3 The Equipment Manager 3 asics anointed naan 4 Plan how to go about It cece cceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeesseneeeeseaaes 10 Fhe Ro te Explorer r seks KANA he a
12. Reports From the submenu choose Route Details Tasks From the Print Route Details dialog select the Oil Sampling route Now Click the Preview Selected Route s button This allows us to preview the report on screen before sending it to the printer The report generation process may take a moment If you would like you can print directly from the report preview window without having to run the report again Simply click on the printer button at the top of the report preview window Once you are done previewing the report close it by Clicking on the Close button which looks like an X in the upper left hand corner of the report preview window Finally close the Print Route Details dialog You are now all set to learn about building schedules In addition to printed route listings the Professional and Ultimate editions of LUBE IT also support mobile devices via the Handheld Routes Advanced Feature No more route printouts and clipboards Using standard Windows Mobile rugged handheld computers this feature streamlines the management and execution of route Simply check out a route from LUBE IT onto the handheld computer complete the listed tasks then check the route back into LUBE IT No more printing and no more lost pages Best of all there s no more manual entry of completion dates the check in process posts them automatically 16 Lube It Tutorial Execute your plan OK so I have my routes all set up Now that the d
13. System tab What is a system A system is simply a group of equipment with something in common You can group your equipment into systems in any way you find useful For example equipment can be separated into systems based on their physical location on their function at your site etc In the demo data systems are denoted by their function Some systems in the demo data include Pulp Mill Boiler and Water Treatment The currently displayed system is number 204 Pulp Mill The system number and name are seen at the top of the window The grid underneath is a listing of all equipment that is assigned to this system Now let s look at the equipment tab 6 Lube It Tutorial DID Go to the Equipment Tab e Click on the tab labeled Equipment near the top of the Equipment Manager 4 Equipment Manager olo a gt gt DA dh 2 l Current System 204 Pulp Mill gt PI Current Equipment 2040170 Scrap Transfer Screw Conveyor 1 System N et 8 Component Equipment Name Keyword 2040170 Scrap Transfer Screw Conveyor 1 Conveyor X Tag Alt ID Functional Other Eqp Details 7 Location Location Text a South End First Floor x Critical Meter Meter Unit of Measure X Manufacturer Model Number x Dependent Components Component Name Qty Points Capacity Capcity UOM Product Method PlElectric Motor Bearing 1 1 Hi Temp SHC 32 Grease Pressure Gun Reduction Gear Case AS 1 1 Ultrex Gear Lube 220 Oil Bath
14. all scheduled routes have been completed Lube It Tutorial 21 You are now going to complete all tasks in all the other scheduled routes Repeat steps 1 through 7 for all the remaining routes listed before continuing on with step 8 Highlight the route by clicking on it Click on the Mark Tasks button In the Complete Tasks dialog choose the date from the Set to This Date field and then click on the Set All Empty Dates button to quickly mark all tasks as complete at once Click Done Some of the routes have meter based tasks or tasks with consumption tracking enabled On those routes one or more messages will pop up asking you if you want to enter meter or consumption data For the purposes of our tutorial click No Back in the Complete Tasks dialog while the indicator to the left of the grid is still pointing at the route whose tasks you just completed click on the Close Route button to mark the route as closed Select a date from the Closed Date drop down then click OK to accept the default staff member for Default Route you will need to select a staff member from the Closed By drop down field When you close the final route you are rewarded with a congratulatory message Click OK on this message Click the Close button in the Complete Tasks dialog Building Your Next Schedule Now that you have completed nearly all the tasks that were scheduled there s nothing left to do for this schedule period Fast forwa
15. asks for our Oil Sampling route Do IT g Print a Scheduled Route 1 Click on the Print Route Worksheets button in the Lube Schedule Panel Lube It Tutorial 19 2 From the Print Scheduled Routes dialog select the Oil Sampling route by clicking on it with the mouse 3 Click on the Preview Selected Route s button It will take a moment for the printout to be generated Similarly to when we printed the Route Details report we are allowed to preview the printout before printing it Take a moment to look at the Printed Route Worksheet that is now displayed in the Print Preview window The first page shown includes summary information about the route near the top of the page followed by a list of the lubricants required to perform the route for the current week x 1 of 1 LAN amp Now click the right arrow icon button as shown above to move to the next page You will notice this page looks similar to the report we previewed previously but with the addition of the Complete column used to check off completed tasks If you wish you can send the report to the printer by clicking on the printer icon button just above the report 4 When you are finished close the report Completing Tasks and Closing Routes OK so I give these schedule printouts to my oilers and mechanics What do do once they finish their routes The only way for LUBE IT to know when these tasks are actually performed is for you to tell it LUBE
16. ata is there what do I do with it You are ready to have LUBE IT build and release your first schedule The process of building a schedule is one you will run every week Once started LUBE IT automatically performs the complex work examining and re calculating each and every task and then scheduling and releasing the appropriate tasks and routes This process also includes complete management of all backlogged work However the first time you build a schedule you have to do a few extra steps because LUBE IT does not know when these tasks were last performed So the first time you build a schedule you can either tell LUBE IT when all tasks were last performed or you can simply let LUBE IT assign these due dates automatically In this next section we will build the first schedule letting LUBE IT assign due dates automatically complete some of the tasks LUBE IT has released and build the schedule for the subsequent week to make sure you have a good feel for the process Close the Print Preview window and the Print Route Details window if you haven t already Your First Schedule CL build Your First Schedule 1 From the Main Panel click on the Weekly Work Schedule button The Lube Schedule Panel opens up 2 Notice that the only button that is active is Weekly Automatic Work Release None of the other buttons apply until the first weekly schedule has been created Now click on the Weekly Automatic Work Release button 3 O
17. ction Gear Case Gear Compound EP 220 Oil Bath Top Off wi 10 223 Water Treat 2230110 Bridge Filter 2 Chain Drive Industrial Oil EP 150 Hand Oil Hand Oil wi m 11 223 Water Treat 2230110 Bridge Filter 2 Reduction Gear Case Gear Compound EP 220 Oil Bath Top Off wi 12 223 Water Treat 2230140 Flash Mix Tan Reduction Gear Case Worm Gear Compound EP 680 Oil Bath Top Off wi 13 223 Water Treat 2230140 Flash Mix Tan Reduction Gear Case Worm Gear Compound EP 680 Oil Bath Change vi 14 223 Water Treat 2230214 Milwater Pum Shaft Bearings Pump Industrial Oil EP 150 Oil Reservoir Top Off D1 15 223 Water Treat 2230214 Millwater Pum Shaft Bearings Pump Industrial Oil EP 150 Oil Reservoir Change M6 16 223 Water Treat 2230215 Milwater Pum Shaft Bearings Pump Industrial Oil EP 150 Oil Reservoir Change M6 17 223 Water Treat 2230215 Milwater Pum Shaft Bearings Pump Industrial Oil EP 150 Oil Reservoir Top Off D1 18 255 Chip Handing 2550120 Truck Dump Oil Filter Not Applicable n FLTRCHANGE M3 19 255 Chip Handing 2550120 Truck Dump Reservoir Hyd Oi Hydraulic Oil AW 46 Oil Circulation Change vi 20 255 Chip Handing 2550120 Truck Dump Reservoir Hyd Oil Hydraulic Oil AW 46 Oil Circulation Top Off D1 21 255 Chip Handing 2550150 Receiving Ho Chain Drive Industrial Oil EP 150 Hand Oil Hand Oil wi 22 255 Chip Handing 2550150
18. data are entered from the Equipment Manager which we will look at in the next section of this tutorial Other data such as products locations and staff members can be entered using the windows found under the Define menu 2 Importing data from a text file This method is useful if you already have lubrication specification data stored in another format If the data can be put into a text file it can be imported into LUBE IT which means not having to re enter the data See the LUBE IT User Manual for more information on entering or importing data For the purposes of this tutorial we will use the demo data supplied with LUBE IT The demo data is a complete set of all the data you need to practice creating lube schedules You can do anything you like with this demo data and your real data will not be affected 2 Plan how to go about it Once some basic data has been entered you need to decide how to organize the lubrication of the equipment into routes A route is a sequence of lubrication tasks that are grouped together and are typically performed by a single person Routes can be determined by physical proximity of equipment by the lubricants required etc You can create as many routes as necessary 2 Lube It Tutorial This tutorial will take you through the steps necessary to create a route assign tasks to it using the Route Wizard and then use the Route Explorer to reorder the tasks in the route Lastly you will learn ho
19. e Change Y1 3 Pulp Machine Route Add New Edit Task Delete Task Change Type Failures Consumption Task History The Component tab of the Equipment Manager The Component tab is now displayed showing information about the Reduction Gear Case component in the previously displayed piece of equipment It is important to notice that every time you select a new tab in the Equipment Manager you are displaying something that is related to the previous tab s data For example we first looked at the system Pulp Mill When we went to the Equipment tab we were looking at a piece of equipment in the Pulp Mill system and when we moved to the component tab we saw a component belonging to that piece of equipment The component tab contains information about the component such as its lubricant and lubrication method This component for example uses the lubricant Ultrex Gear Lube 220 and method Oil Bath At the bottom of the page you will see the Task Detail Grid This grid contains the lubrication tasks associated with the component The task type is indicated by the far left hand column of the grid under the column heading Task Type Notice the currently displayed component has both a Top Off task and a Change task associated with it LUBE IT provides a number of common task types In addition users may define their own task types by choosing Define Task Types from the main menu See the LU
20. eduled Route 1 Click on the Print Route Worksheets button on the Lube Schedule Panel 2 Select the Oil Sampling route 4 Click on the Preview Selected Route s button It will take a moment for the report to be generated If you wish you can send the report to the printer by clicking on the printer button just above the report 5 When you are finished close the report With a little help from LUBE IT you have accomplished all of the following in just a short period of time e Documented what to lubricate by adding the oil sampling task e Planned your routes by adding tasks to the Oil Sampling route e Ran the Build First Schedule process e Reviewed the first week s schedule using Schedule Explorer e Quickly recorded what tasks did and didn t get done for multiple routes Mark Completed Tasks e Built a new schedule for the following week e Reviewed the second week s schedule including identifying backlogged past due tasks Before continuing on be sure you switch your data source from Demo Data back to Your Data See Set the Data Source on page 3 See the LUBE IT User Manual for more guidance on how to use the system Also wherever you are in LUBE IT you can use the F1 key on your keyboard to bring up a context specific help topic
21. from the left which is a plain left pointing arrow The Reduction Gear Case component is displayed again Experiment with these two buttons to get a feel for how they are used to move through records 3 The leftmost and fourth buttons in the Navigator arrows with vertical bars take you quickly to the first and last records Try these out now The rest of the buttons in the Navigator allow you to create and delete new records save them and cancel pending changes to them Now we are going to add a third task to this component of type Sample DID Add a Task to a Component 1 Use the Navigator buttons to again display the component Reduction Gear Case if it is not already displayed 2 Click on the Add New button located at the bottom of the Equipment Manager under the Task Details Grid Lube lIt Tutorial 9 3 In the dialog that appears select the task type Sample from the drop down list Notice that Top Off and Change aren t in the list This is because the component already has a Top Off task and a Change task There can only be one task of each type per component 4 Click OK 5 The Component Tasks dialog appears In this dialog you enter information about the task 6 Inthe Trigger field click on the down pointing arrow at the right end of the field A drop down list of available triggers also known as Frequency appears 7 Click on the trigger 1 Month It is placed into the field Alternately
22. gn tasks to a route You selected all unassigned tasks of type Sample However there were some other unassigned tasks that were never added to any route LUBE IT is reminding you of these at this point Click on Yes leaving the unassigned tasks in the Default Route 10 LUBE IT will now build the schedule An arrow points to the step that is currently being performed A green check mark indicates steps that have been completed This process will take a few moments as LUBE IT fills the role of maintenance planner automatically identifying the work to be done and releasing the appropriate tasks and routes Please wait a moment until this is done Click OK when the successfully competed message pops 11 Your first schedule has now been built and released for the current week That wasn t difficult was it The Lube Schedule Panel is displayed again but notice now that all the buttons are active Take a moment to read through the text next to each button to learn what you can do with a schedule Of course the first thing you will want to do is look at the work LUBE IT automatically released for your first weekly schedule Dorm A View Your Schedule Click on the Schedule Explorer button on the Lube Schedule Panel The Schedule Explorer shown below lists all routes that have tasks due Notice the Schedule Explorer is not displaying all of the routes we saw earlier using the Route Explorer This is because some routes do not have any tasks
23. ha des sss asta 10 The Route NZand cesses samsceineetuasats surbixcetucnineutuce ureticecnmatuceineetnctinestsiaes 12 Printing a Route LiStihg AA AA AN 14 Execute YOUNP ANA aaa AA NAA ANAN AN AA 16 bd PIrSUSCNCOUI Giz An Ae ee cee he aaa ie dee eats 16 Printing the Scheduled Routes cccccccccccceceeeeeeeeeneeeneneeeeeeeeneeeeneneneennnennes 18 Completing Tasks and Closing Routes eeeeeeeeeeeeeeeeeeeees 19 Building Your Next Schedule 4 aaa aaa ak 21 Lube lIt Tutorial 1 Introduction There are basically three steps to using LUBE IT They are 1 Documenting What to Lubricate 2 Planning How to Lubricate and 3 Executing Your Plan This tutorial will take you through these three steps At the end of the tutorial you will have learned all the basic tools needed to streamline the job of lubricating your equipment This introduction will first explain the three steps in general terms Subsequent sections will actually take you into LUBE IT and walk you through each step 1 Document what to lubricate Before any lube routes or schedules can be created you must first determine what equipment at your site needs lubrication This includes determining what components reside on each piece of equipment what lubricants are needed how many lubrication points each component contains etc There are two methods for getting this basic data into LUBE IT 1 Entering manually System equipment and task
24. he Equipment Manager and in so doing will also learn some of the features common to all data entry windows in LUBE IT DID Open the Equipment Manager e Click on the Equipment Manager button on the Main Panel or 1 Select Equipment from the menu Lube It Tutorial 5 2 Select Equipment Manager from the submenu 4 Equipment Manager Ko gt PD O AH FAS Current System 204 Pulp Mill Current Equipment 2040170 Scrap Transfer Screw Conveyor 1 System Equipment Component System Name bos Pulp Mill Dependent Equipment Equipment Name Keyword In Service a gt 2040170 Scrap Transfer Screw Conveyor 1 Conveyor True 2040210 Scrap Thickener Aspirator True 2040230 Reversible Screw Conveyor Conveyor True J 2040231 Impregnator By Pass Screw Conveyor Conveyor True 2040261 APS Bin 2 Actuator Hydraulic System Hydraulics True 2040270 APS Bin 2 Discharge Metering Screw Screw True 2040280 Impregnator Plug Screw Feeder NA True 2040301 Impregnator Screw 1 Screw True 2040302 Impregnator Screw 2 Screw True 2040310 Impregnator Discharge Screw Conveyor Conveyor True 2040320 Collecting Conveyor Conveyor True 2040321 Screw Conveyor Conveyor True 2040356 Discharge Screw Conveyor Conveyor True 2040358 Line A Metering Screw Screw True 2040460 Line A PSF to Preheater NA True The Equipment Manager The Equipment Manager is made up of three tabs labeled System Equipment and Component The picture above displays the
25. hird and fourth tasks in the list sequence numbers 3 and 5 to add the completion date to those tasks as well 8 Weare intentionally leaving the first task sequence number 1 uncompleted in this tutorial so that we can show you what happens when a task is not marked as completed in the current schedule 9 Click the Done button to close the Mark Completed Tasks window 10 Back at the Complete Tasks dialog notice that the indicator to the left of the grid is pointing at the route we were just working on You can also click on the row to highlight it In any case we are now going to mark the route as closed Click on the Close Route button 11 You are warned that one task on the route is not marked as completed Click Yes to close the route anyway 12 In the Route Completion window choose a date from the Closed Date drop down Then click the OK button to close the route What s the difference between closing a route and completing a task Completing Tasks It is very important that tasks that have been completed are marked as completed so LUBE IT knows when to next schedule the task Tasks which are scheduled and not completed appear as past due in the next schedule and every subsequent schedule until such time as they are marked complete Closing Routes Closing a route does not carry nearly as much weight A route marked as closed is merely a reminder so that the person building the next schedule can see at a glance that
26. n multi user editions of LUBE IT a User List will pop up If you are the only one using the demo data it will disappear momentarily If the list shows other users you will be unable to build the schedule until they switch to the main data or close LUBE IT on their workstation 4 The Build Schedule dialog opens up Most of this dialog is just to keep you informed of the process of the schedule build The only thing you can do here is click on Start Now Do this now 5 The First Schedule Wizard starts up This only appears the first time you are building a schedule For this tutorial we will accept the default start date Click OK to continue 6 The Set Date Last Done dialog opens Read the message and click OK Here we have the opportunity to manually enter the date each and every task at Lube It Tutorial 17 our fictional company was last performed but for the purposes of this tutorial we will simply let LUBE IT assign these last done dates automatically Click on the Automatic button LUBE IT will spread the last done dates out over several months period of time so that everything does not come due in the first week s schedule When the message pops up to tell you it s finished click OK 7 Click the Done button Click Yes in the confirmation message box 9 A second confirmation box will appear informing you that there are 26 unassigned tasks What are these Remember back when you learned how to use the Route Wizard to assi
27. ontrolling and managing the process of scheduling and releasing tasks as appropriate Best of all it happens automatically 52 weeks per year These next steps are identical to the process used to view the schedule the first time but they are repeated here so you don t have to flip through the pages of this tutorial com gt View Your Schedule 1 Click on the Schedule Explorer button on the Lube Schedule Panel 2 Select the Oil Sampling route on the left side of the screen The Task List for the Oil Sampling route appears However one task Reduction Gear Case Ultrex Gear Lube 220 has a red icon in the leftmost column This is our old friend from the first schedule the task we did not mark as completed Since we didn t complete it in the first schedule it now appears red indicating it is past due This is LUBE IT s automatic backlog management in action This task will continue to appear as past due in all subsequent schedules until it is marked as completed The other listed tasks display with a green task status icon because they have only become due as of this new schedule week and thus are not past due 3 Click the Close button to close the Schedule Explorer Lastly let s print this new scheduled route Again this process is identical to the process used to view the schedule the first time but it s repeated here for your convenience so you don t have to flip a bunch of pages Lube It Tutorial 23 Dor 3 Print a Sch
28. ord Conveyor or with a Method of Oil Bath Click the OK button to return to the last screen You can see that the criterion TaskType Equals Sample the Product now appears in the list box Hang on a second What did I just do You just told LUBE IT that in the next screen you want to see a list of all the tasks in the Default Route whose Task Type is Sample Next you will be able to add some or all of these tasks to another route 10 11 12 13 14 15 Click Next to continue to the next screen In the next screen LUBE IT presents you with a list of all tasks in the Default Route which contain the task type Sample just as requested There are 14 such tasks as indicated at the top of the window Read the helpful text and then click the Next button to continue At this window you can select precisely which tasks you want to add to a route In this case we want to add all the tasks listed here To do this click on the Select All button The entire list of tasks becomes highlighted If we only wanted some of these tasks added we would have selected just the ones we wanted by selecting them while holding down the Shift and or Ctrl keys We next tell LUBE IT which route to add these tasks to Click on the down arrow attached to the drop down labeled Move selected tasks to Select Oil Sampling from the drop down list You are ready to tell LUBE IT to assign all tasks listed here
29. rd to the following week when it is time to generate the next schedule This process should seem pretty familiar it is very similar to the procedure you took to generate your first schedule poi Build Your Second Schedule 1 Click on the Weekly Automatic Work Release button on the Lube Schedule Panel The Build Schedule dialog appears Click the Start Now button If you are using a multi user edition of LUBE IT and other users are currently logged on and using the demo data then you are presented with a list of users that must be logged out before the scheduling can begin Confirm the schedule build by clicking Yes in the confirmation dialog 22 Lube It Tutorial 5 You are presented with a dialog that says There are currently 26 task s still on the Default route 1 Scheduled Task s not completed 7 Task s missing completed meter reading 12 Task s missing consumption data Continue Building Schedule The one task not completed is the task we intentionally did not give a completion date Select Yes 6 When LUBE IT is finished building the schedule a message will pop up to let you know Click OK As you can see subsequent runs of the build schedule process are simpler than when building the very first schedule Next we are going to look at the Oil Sampling route again Why To show you there will be a different set of tasks due this time than were due for the previous week Why Because LUBE IT is c
30. s screen allows you to select from which route you want to move the tasks For this tutorial we 1l be moving tasks from the Default route After reading the text regarding this step click the Next button again to move on to the next step Lube It Tutorial 13 This screen lists all the criteria you will use to filter the tasks in the Default Route to just those that interest you in this case all the Sample tasks There aren t any yet so you must add one Click on the Add Edit Criteria button Keep in mind that the default route may have many tasks in it We need to filter down the list so that we are only looking at the tasks which concern us at this moment After reading the helpful text for this next step click the text box to clear the help text Since we are going to be selecting all tasks of a particular task type we will choose Task Type as our first field to filter In the left panel click on Task Type The right panel should now display the different task types In the right panel select Sample the Product and then click the Mark Selected button The green arrow indicates that you have selected the Task Type of Sample as a criterion you want to filter for in the Default Route You are then allowed to select further criteria for your tasks The only criterion we are concerned with now however is the task type We may have for example also filtered the list of tasks to only include those with Keyw
31. se not to use it LUBE IT will assign a next due date automatically 10 Lube It Tutorial Plan how to go about it can see that there might be a very large number of tasks How do I keep all these tasks organized The answer is Routes A route is a collection of tasks to be performed together in a specific sequence You will be planning and building your own routes Any task can be added to any route meaning routes are not limited to a single frequency or lubricant the way they are ina CMMS You can base routes on the physical proximity of the tasks the lubricants needed to perform them the person trained to do them the function within the organization or any way you see fit Several tools to maintain routes The Route Explorer is used to edit existing routes re order tasks within routes or add new routes This tutorial will take you through the Route Explorer shortly The Route Wizard is an easy way to assign a large number of tasks to a route We will also be trying out the Route Wizard later in this section of the tutorial The Route Explorer The demo data you are using in this tutorial contains a number of routes which already have tasks assigned to them Let s take a look at these routes now pom 4 Open the Route Explorer 1 If you have not already done so close the Equipment Manager 2 From the Main Panel click on the Route Explorer button or select Routes from the menu and Route Explorer from the submenu
32. side and tasks associated with the selected route on the right side In the Schedule Explorer of course only those tasks which are due in the current week are listed while the Route Explorer shows all tasks for the selected route regardless of when they are due Now let s look at the due tasks in our Oil Sampling route Select it on the left side and the four tasks that are due in the first week s schedule display on the right Notice also that the sequence numbers in the leftmost column are not consecutive The missing sequence numbers represent the tasks in the route that are not due in the current week s schedule With LUBE IT you can tell at a glance if a task is due or overdue by the color of the icon in the far left column of the list A task with a gray icon is not due in the current week s schedule Green as shown above means it is currently due while red means it is past due We will discuss past due tasks later in the tutorial Click the Close button to exit the Schedule Explorer Next we will print out the scheduled tasks in the Oil Sampling route Printing the Scheduled Routes A printout of the scheduled tasks for any given route is of course an extremely important part of LUBE IT The printouts can be given to lubrication personnel to guide them in performing their routes You can also check out a scheduled route to a mobile device For more information see the LUBE IT User Manual Let s print out the scheduled t
33. that there are 40 tasks not assigned to a user defined route If any tasks remain on the default route they are scheduled along with your other routes This means you can take your time defining and building your routes with full confidence that none of your tasks will go unnoticed Notice the fifth route from the top Oil Sampling Let s look at this route in more detail Do IT 3 View the Task List for a Route e On the left side of the Route Explorer click on Oil Sampling On the right side of the Route Explorer the tasks belonging to this route are now displayed Notice that only one task is assigned to that route That is the task you added 12 Lube It Tutorial in the previous section of the tutorial You may remember that you selected Oil Sampling in the Route Description field when creating the task You can see the task you added with the component Reduction Gear Case its method and product and the task type Sample you may need to scroll to the right Note there is no due date for this task scroll to the right to see or any task for that matter because due dates are not assigned until the first weekly schedule has been assigned We will release schedules later in the tutorial You can look at the list of tasks for any of the routes listed here by highlighting the route name on the left side of the Route Explorer Try it now The Add Edit button opens the Define Route window which is used to change
34. the description of an existing route assign a route to a different staff member or create a new route Try that too Notice that the Define Route window contains another Navigator like the one found on the Equipment Manager In this case the Navigator lets you move around routes The Route Wizard How did all those tasks get assigned to all those routes Some of the routes have hundreds of tasks assigned This sounds hard and or time consuming It isn t In fact using the Route Wizard we are going to do just that right now Remember those 40 tasks that were unassigned assigned to the Default Route Many of those tasks are of type Sample Say we have a reliability engineer whose job it is to collect samples of lubricants for lab testing To create a lube route for this engineer we are going to use the Route Wizard to assign all Sample tasks to the route Oil Sampling which was created earlier but only has one task assigned to it so far Dom a Assign Tasks with the Route Wizard 1 Ifyou have not already done so close the Route window and the Route Explorer 2 Select Routes from the menu 3 Select Route Wizard from the submenu The Route Wizard contains a good deal of helpful text to walk you through the process of assigning tasks You should read this text along the way to help you further understand the Route Wizard as you progress through this procedure 4 Read the introductory text then click the Next button Thi
35. w to print out the route 3 Execute your plan Once your routes have been created you are ready to use LUBE IT s automatic work release to create weekly work schedules Releasing a weekly schedule is a relatively simple process as LUBE IT does most of the work for you Once the weekly schedule is automatically created it can then be printed out or checked out to a mobile computer and lubrication can begin The first time you build a schedule however LUBE IT needs information about the past lubrication of your equipment and so it requires a little more input from you Once this information has been supplied schedule building is quick and easy This tutorial will take you through the building of your first schedule how to look at the scheduled routes once they have been released and how to print out scheduled routes You will then be shown how to update a scheduled route with completed tasks You will go through this process twice as the second time through and all subsequent times are a little different than the building of the first schedule Lube It Tutorial 3 Start LUBE IT CI Start LUBE IT 1 Click the LUBE IT 5 icon from you computer s desktop OR 2 Select LUBE IT 5 from the Start menu If you are running a multi user edition of LUBE IT you will be presented with a window prompting you for a user name and password If you don t know your user name and password ask your system administrator or use DEMO for both the
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