Create Serial

Explanation

This activity is used to create a serial. Serials are uniquely identified and followed up over time. If you, for the time being, do not have all the information needed to fulfill the registration, you can start and divide the procedure into several steps to postpone the completion. When you enter a serial number you also have to enter the values that will update the Part Serial Catalog with information on the new serial.

When a new serial is created, the next level of the serial structure will be created automatically with empty structure positions in the Manage Serial Structure/Consist Of tab. Empty structure positions, also called Not Installed structure positions, refer to the structure positions where expected serials or parts are missing from the serial structure. You can identify which structure positions are empty by the value of the Item Installed field. If this field is enabled, the structure position contains an expected part or serial. If not, the structure position is an empty structure position. The purpose of creating empty structure positions is to provide a means by which you can quickly view where components are missing when building a serial structure.

If you choose to import a template structure to a serial structure for which serial numbers have not yet been defined. The structure of all parts on which serial number tracking is enabled as well as their sub-structures will be imported. When importing template structure entries for serialized parts with a quantity higher than 1, serial structure entries equivalent to the quantity defined on the template structure will be created. For such occurrences, please note that each structure entry will have the same structure position. If the template structure which is to be imported contains non serialized parts, only the non serialized parts on the first level will be imported.

You can also choose to generate serial numbers for the serials in the structure once the template structure is imported. It will automatically generate a sequence of serial numbers starting with the defined serial base number entered on each part number. The serial generation will start on the selected serial and then work down to all serials on the lower levels. System generated serial numbers may be prefixed. For more information on the serial base number and serial number prefix, refer to the activity Manage Serial Number Generation.

All the access groups assigned to the serial can be viewed in the Manage Serial Structure/Access tab. If the serial is access controlled, only the users assigned to the access groups that have the Has Access option enabled, can view and update information on the serial. When a new serial is created, the following will occur in relation to the Access Control feature:

When a new serial structure is created, the operational status is initially set to Planned For Operation and the operational condition to Non Operational. If the serials are not new (but new within the system), the serial's history data must be entered in the Serial Initialization page. To do this, the serials must be in the Out Of Operation status. Before the structure can be set In Operation (or Out Of Operation), valid active maintenance programs must have been connected to the serials in the structure or minimally to the top part in the structure. Through status handling you can choose to set structure In Operation or set structure Out Of Operation.

To create a new serial, open the Manage Serial Structure page and click New or use the New Serial assistant. You can enter below details in the assistant.

Note: You can also create a serial from the Serial Structures page as well.

Step 1 - Serial Information

Step 2 - Structures and Status Handling

To update the access groups for the newly created serial, open the Manage Serial Structure page and search for the serial number of the serial you created. Click the Access tab. All the access groups inherited by the selected serial will appear on this tab. The Has Access field will be enabled for the access groups that currently have access to the serial. To either enable or disable the Has Access option, the following options must be used,

Note: The data on this tab can only be updated for the serials that are disconnected from a structure, and for the topmost serial of a structure

Prerequisites

System Effects