Instruments Master Data
HOW TO SET UP YOUR INSTRUMENTS
The Excel file #3 - Instruments Master Data contains the necessary information to categorise and define your instruments. See attached file
The Excel file #3 - Instruments Master Data contains 5 worksheets to define your instruments status, instrument groups, instruments, instrument group matrix and Instrument Recurring Tasks
Setting up your Instrument Status
The Instrument status indicates the engine whether the instrument is available or not.
Item / column | What / Used for |
Instrument Status Code | This code is already predefined within the system and cannot be modified. |
Instrument Status Description | This free text facilitates the naming of the statuses as per your company definitions (max. 40 characters) |
Availability | Enter Y for yes and N for no about the availability of your instrument for a given status |
Example:
Setting up your Instruments Groups
This worksheet is used to define the instrument groups to which you will assign your instruments.
These instrument groups are referenced when you configure your tests.
You can create as many instrument groups as you need.
Some instruments may belong to multiple instrument groups if they can be configured according to the technical requirements of the test.
Some instrument groups may contain only a single instrument.
Item / column | What / Used for |
Instruments Group Name | Should be unique in the system. This free text facilitates the naming of your instrument group (max. 100 characters) |
Instruments Group Description | This free text facilitates the description of your instruments group to ease its identification (max. 100 characters) |
Setting up your Instruments
This worksheet allows you to list all your instruments that need to be scheduled according to your tests configuration.
The name of your instrument should be unique so that the engine can plan the instrument that matches the test configuration and parameters, and so that your team knows immediately which instrument to use.
| Item / column | What / Used for |
| Location Code | Refer to Excel File #1 - Site Master Data |
Instrument Name | Should be unique in the system. This free text facilitates the naming of your instrument (max. 100 characters) |
Instrument Description | This free text facilitates the entry to any comment required to identify the instrument (max. 4.000 characters) |
Shift Description | Refer to Excel File #1- Site Master Data, make sure to use the shifts created for instruments ( I) |
Status Code | Refer to previous worksheet Example: In use, under maintenance..... |
Available during weekend | Enter Y ( yes) or N (no) to extend the availability of the instrument over weekend days |
MATRIX: Assigning your instruments to their Instruments Groups
This worksheet allows you to assign every single instrument to one or more corresponding Instrument Group.
Create a line for every single instrument to be assigned to a given instrumenst group.
| Item / column | What / Used for |
| Instrument Group Name | Refer to previous worksheet |
Instrument Name | Refer to previous worksheet |
Example:
Defining your INSTRUMENTS RECURRING TASKS
This worksheet allows you to define the recurring tasks ( if any) that are to be automatically scheduled for a specific instrument.
The recurring tasks are defined using parameters such as Duration, Timing of the day, Frequency...
* Frequency type should be defined as D for daily, W for weekly, M for monthly and Y for yearly.
* Frequency Every requires a number to determine the multiplication factor of the frequency type.
- If frequency type is D and frequency every value is 3, the tasks will be scheduled every 3 days- If frequency type is M and frequency every value is 2, the tasks will be scheduled every 2 months.
* Frequency Code varies according to the frequency type.
- If frequency type is D Daily, enter ALLDAYS- If frequency type is W Weekly, enter MONDAY, TUESDAY, WEDNESDAY, THURSDAY, FRIDAY, SATURDAY, SUNDAY- If frequency type is M Monthly, enter DAY + Number of the weekExample:MONDAY1 = first Monday of the monthFRIDAY3 = 3rd Friday of the month- If frequency type is Y Yearly, enter ALLYEARS
| Item / column | What / Used for |
| Instrument Name | Refer to previous worksheet |
| Next Instance | Required to indicate from which date the recurring tasks should start. Specify the date the recurring tasks should be scheduled for the first time. |
| Duration ( minutes) | Enter duration of the task in minutes |
| Start Time | Indicate at which time of the day the tasks should be scheduled Use the format HH24:MI |
| Frequency Type* | Enter D for daily, W for weekly, M for monthly and Y for yearly * See comments above |
Frequency Every* | Indicate how often the recurring task should be scheduled within a frequency * See comments above |
Frequency Code* | Enter the value according to the frequency type *See comments above |
| Task Type Code | Refer to previous worksheet in the Excel File #1-Site Master Data |
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