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:
- The serial will receive the access groups assigned to the template structure to which the serial
belongs.
- If the new serial is defined within a structure, the serial will inherit the serial access groups from the
topmost serial of the structure. If the serial is not installed in a structure, it will receive the access
defined for the part number and revision of the serial.
- If the parent of the new serial does not have a serial number, the serial will inherit the access from the
nearest parent that has a serial number, from the structure. If the parent parts in the structure do not have a
serial number, the serial will inherit the access defined for the part number and the revision of the
serial.
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
- You can enter the desired part number and revision, a unique serial number and a unique vehicle
identification number. Enter a manufacturer and a manufacturer's part number. If the manufactured date of the
serial is known, enter this date in the Manufactured Date field.
- You can enter an owner organization and select an ownership type for the new serial. If a maintenance program
is available for the serial, enter the maintenance program and the revision. You can enter the maintenance group,
primary workshop for the serial and the current location of the serial.
Step 2 - Structures and Status Handling
- Enable the Import Template Structure for Serial option if you want to import a template
structure for the serial. Enter the template part number, revision and structure position of the template from
which details are to be imported.
- Enable the Generate serial numbers option if you want to generate serial numbers for the
imported structure. If you want, you can change the ownership, owner and manufactured date for the generated
serials.
- Enable the Generate only for minimum configuration option if you want the generation to occur
only for serial numbers belonging to the structures that are a part of the minimum configuration. The
manufactured date will be set for the LLP (life limited part) serials that are generated. To set the date for all
generated serials, you need to enable the Manufactured date on all serials (or only LLPs)
option.
- Enable the option Set Structure in operation if you want to set the operational status for
all serials in the structure to In Operation. This will set the operational condition for all serials in
the serial structure to Operational as well.
- If you want the operational status of the structure to be Out Of Operation, enable the option
Set structure out of operation.
- Enable the Set structure operational option to set the operational condition for all serials
in the serial structure to Operational.
- Enable the Set maintenance program for all serials in structure without maintenance program option if
you want to connect the maintenance program defined here to all serials in the structure.
- You need to enter a structure change date for the transaction in the replacement history.
Note: When a serial is installed in a structure, an entry will be created in the replacement history
that indicates the first time the serial was installed into a structure. Operational logging or later structure
changes cannot have a date that is earlier than this first structure change date. If needed it is possible to
manually set values and dates in Serial Initialization page after completing this
function.
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,
- Revoke Access Group For Serial - Select this option if you want to disable the Has Access
option, and thereby deny access to the new serial by the selected access group.
- Grant Access Group for Serial - Select this option if you want to enable the Has Access option,
and thereby grant access to the new serial by the selected access group.
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
- A serial template structure must exist for the utilization of the part.
- Part number must be a valid engineering part revision and coupled to a manufacturer.
- The part number must be associated to a maintenance group and a repair workshop.
- The access groups must have been extended to the current serial.
System Effects
- The serial is created and made maintenance aware for fleet utilization.
- The next level of the serial structure (based on the template structure) is created automatically with empty
structure positions.
- You can identify holes in the structure, i.e., where serials or parts are missing from the structure.
- All access rights defined for the current serial will be updated on the Manage Serial
Structure/Access tab.
- Serials that do not have defined access groups can be viewed by all the users.
- The access rights for the serial can be updated by using the right mouse button options on the Manage
Serial Structure/Access tab.