Lubricants

About Lubricants

Before creating a Lubrication Steps or Lubrication Steps Template, you must enter lubrication information used by your company in the form of Lubrication Component, Lubrication Method, Lubricant, or Lubricant Manufacturer records.

You can also create Lubrication Management Recommendations for users to select after collecting data at Checkpoints.

Create Lubrication Components, Methods, Manufacturers, and Lubricants

About This Task

Values from Lubrication Component, Lubrication Method, Lubricant, and, indirectly, Lubricant Manufacturer records are used to populate lists that appear on the Lubrication Steps and Lubrication Steps Template datasheets.

Therefore, before you create a Lubrication Steps or Lubrication Steps Template record, you must create one or more records in each of these families to identify the various lubrication information used by your company.

Procedure

  1. On the top navigation bar, select .

    A menu appears.

  2. In the menu, in the search bar, enter one of the following family names:
    • Lubrication Component
    • Lubrication Method
    • Lubricant Manufacturer
    • Lubricant
  3. Select the family in the list of search results.

    A blank datasheet appears.

  4. As needed, enter values in the available fields for the family:
    Note: If needed, select the site to which you want to assign the record, or designate the record as a Global record.
    Tip: For more information, refer to the Site Filtering section of the documentation.
  5. Select .

    A new record is created.

  6. Repeat these steps until you have created records for each lubrication component, method, manufacturer, and lubricant used by your company.

Create a Lubrication Management Recommendation Record

Procedure

  1. On the top navigation bar, select .
  2. In the menu, in the search bar, enter Lubrication Management Recommendation, and then select the record from the list.
    The datasheet for the Lubrication Management Recommendation record appears.
  3. As required, enter values In the available fields to create the Lubrication Management Recommendation record.
  4. Select .
    A new Lubrication Management Recommendation record is created.