Preparatory Information and Definitions X

Following Example shows a Data Sheet Template for a Lift:

• This Example shows entries in the “General” and “Lines” tabs.
• General information related to the “Data Sheet Template” is stored in the „General“ tab, with individual “Technical Specification” added to the “Lines” tab.
• “Technical Specification” itself contains no „default value” or “actual value”.
• Only when adding a „Technical Specification“ to a „Data Sheet Template“ can a „default value“ be stored.

Information about the Data Sheet Template

In order to be able to use the Data Sheet Function at Component Addresses, Mounting Positions, Vehicles and Technical Components, the information to be documented in a data sheet template must be defined.

At the beginning, a distinction should be made as to whether it is a code and a description for a specific technical object or whether the template should serve as a "more open" data framework for several different technical objects, which is later filled with specific data on the respective technical object with the help of the given structure.

In the example above a datasheet template for a specifically defined technical object is shown. It is therefore useful if the template's code contains a related type specification of the technical object.

At the Data Sheet Template tab “General” following Information can be entered

• Code of Data Sheet Template (mandatory)
• Description of the Code
• Filter (Component Group, Classification, etc.)

To define a „Technical Specification“ following Information can be entered at „Lines“ Tab of the Data Sheet Template:

• Code of Technical Specification (mandatory)
• Description of Code
• Default Value
• Unit

It is recommended to write down the type of data sheet to be created and what information the data sheet should consist of before recording.

Information about Technical Specification

The following information may be entered to define a “Technical Specification”:

• Code of Technical Specification (mandatory)
• Description of the Technical Specification Code
• Data Type (mandatory)
• Unit of Measure Code
• Range of Values Code
• Further Filters (Component Group, Classification, etc.)

Example: Technical Specifications are to be prepared for a lift, that exists several times in the company.

It is necessary to clarify:

• Code and Description of the Technical Specification?
• Which Data Type is accurate?
• Which unit is to be assigned?
• Is a selection of predefined values useful for the Range of Values?
• Are the other optional filter criteria helful?

It is recommended to clarify comprehensively which technical information is relevant and how it should be defined before it is transferred to a Data Sheet Template.

Answering the questions of the example above is helpful for each individual Technical Specification (i.e. each line entry).

The first step is to record each technical specification and then create the Data Sheet Template. The following chapters explain in detail the definitions and components of the Technical Specification and Data Sheet Template.

Data Type Definition of Technical Specification

The data type defines the possible default value of the respective data sheet entry for the Technical Specification. The following legend explains available data types:

• Integer ➝ only integer number is possible, e.g. year of manufacture
• Decimal ➝ decimal number is possible, e.g. Performance Characteristics
• Text ➝ Entry of Text is possible, e.g. name of Manufacturer
• Code ➝ Text, all letters are converted and saved as uppercase letters, e.g. for type
• Boolean ➝ Yes or No, e.g. machine checked?
• Date ➝ only full Date is possible, e.g. Date of Commission
• Time ➝ only time allowed, e.g. Time of Commission
• Datetime ➝ only Date and Time, like Commission Date and Time

A subsequent change of the data type is only possible with greater effort. Therefore, careful selection is recommended.

Information on the Unit Code of the Technical Specification

Unit codes allow the definition of defined units for Technical Specifications.

Examples:

• °C for Degrees Celsius
• kW for Kilowatt

Information on the Range of Value Code of the Technical Specification

Range of Value Codes allow the definition of specified selection lists for Technical Specifications.

Examples:

• Selection List for Manufacturer
• Selection List for Frequencies

Definition of filter criteria

Five filter options are available for the large number of Technical Specifications and Data Sheet Templates that can arise when setting up an Equipment Structure. These are not restrictive:

• Component Address Group Code
• Component Group Code
• Classification Code
• Type Code
• Construction Type

The basic operation is that Technical Specifications and Data Sheet Templates are displayed only for the structural elements that have the same filter criteria.

If no filter criteria have been defined, these are also displayed, even if filter criteria have been defined for the structural element. Thus, filtering is done explicitly on specific filter criteria and on the content for which (presumably intentionally extra) no filter criteria were stored, in order not to filter them out in any case.

Example:

The Technical Specification "E-MOT-MANUFACTURER" is to be subsequently assigned to a technical component. No filter criteria are assigned to the Technical Specification "E-MOT-MANUFACTURER".

The Component Group "MOT" has been assigned to the Technical Component as a filter criterion. When selecting Technical Specifications in the course of creating a Data Sheet Template, only those Technical Specifications are now displayed that either have no assignment to a Component Group (see above) or are assigned to the Component Group "MOT".

This is intended to facilitate targeted entry.

Note:

• Careful planning and structuring of the “Range of Values”, the “Technical Specifications”, the “Data Sheet Templates”, the respective codes and designations as well as the possible filter criteria in advance of data entry is recommended in order to avoid multiple entries and time-consuming rework as well as to enable effective work with the technical data later on.