How do I create a route?

How do I create a route?

Creating routes allows
to aggregate a set of assets (equipment or tools) and locations to be applied in maintenance operations.

Cegid Valuekeep has two route concepts:

  1. Static Routes: the administrator selects the associated assets with or without a filter by function/family/brand/model;
  2. Dynamic Routes: the administrator does not select assets but defines the function/family/brand/model. He can also define whether to include the elements of sub-entities (roles/families). This route type does not allow you to choose specific assets, and must have at least one function, family, brand, or model associated with it.

To create routes, follow these steps:

  1. Go to Assets | Routes;
  2. Click on Create;
  3. Enter a route Description;
  4. Fill in the Location Function (optional). With this field filled in, you can only select locations that have the function of the selected location;
  5. Set the route Family (optional). If you fill this field in, you will only be able to select equipment/tools that have the family selected;
  6. Choose the Brand (optional). With this field filled in, you can only select equipment/tools that have the selected brand;
  7. Select the Model in question (optional). If you fill this field in, you will only be able to choose equipment/tools that have the model selected;
  8. Click on Save and New.

There are no restrictions when defining a route as static or dynamic. Thus, you can change it as often as necessary.






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