We are a water filtration company that rents and sells drinking water treatment equipment for commercial accounts. This is an existing FM 12 db. This db tracks our Assets / parts and helps to schedule maintenance for my company using existing multiple tables. Key field structure is sound.
We require a new automated method to add "maintenance tasks" for to the Asset Management table. Our old script was written in FM6 - we need a script written in execute SQL to take advantage of this new powerful feature. We need to Add two scripted buttons:
Single Record ADD Button. Often times we need to add Scheduled actions to the Asset Record shown. So if we have a new Asset Record - we will need to add all of the corresponding Action Items to the part number listed for this asset record. This could be none, one or several action items.
Multiple Records Add Button. This button would add Scheduled actions for a given found set of Assets. In many cases, we have added equipment to various locations in a building. Each Asset record already has the what & where listed - we know need to add all of the service tasks for each Record brought up in a found set. [Right now a simple manual Find will do for all Assets requiring assigned Action Items. Just like the Single Record Add button, instead a loop will be created to query each Asset, determine whether the corresponding Part has Action Items, if so they are then copied and assigned to each Asset Record. This is done for each Asset Record for the found set.
I have multiple Tables in my db - but only 4 that need to be addressed for this project:
1) Parts - this lists all Parts and Assemblies
2) Action Items Template Note: Each Part has a corresponding set of recommended "actions" or "tasks" we assign to it.
3.) Asset Management - this tracks all Parts that have been assigned to customers.
4.) Scheduled Actions - Each Asset has a corresponding set of Scheduled Action records assigned to it. For a given Asset we need to assign the corresponding actions based on the Part Number's corresponding Action Template records. By having a tasks list, we are able to assign - the who, what, when, where, why in order to maintain our water filtration systems. Scheduled actions can be organized into reports, data for assignment to field computers etc. Once we have completed maintenance for a customer (we might have several hundred tasks to perform), a tech can use a touch screen computer to mark "complete", time stamp the individual record(s) whereby we can bring this data back into our system and both synch with existing Scheduled Actions, and in addition this allows us to save the performed actions and convert them to Service Records.