Define your organization's corporate initiatives as policies. For example, a policy can be a corporate initiative to improve energy performance.
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Select Equipment > Additional Features > Asset Management Policy > Policies.
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Click New Record.
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Specify this information:
Policy - Specify a unique code identifying the policy, and then specify a description of the policy in the adjacent field.
Policy Statement - Specify a policy statement that explains how your organization plans to achieve the goal. The policy statement cannot contain more than 4,000 characters.
Approved By - Specify the name of the person responsible for approving the policy.
Date Approved - Specify the date the policy was approved.
Out of Service - Select if the policy is currently not being used. If you select Out of Service, the policy will not display in the lookups for policies on other forms.
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Specify this ranking information:
Lock Ranking Values - Select this check box to protect the other ranking fields in the Ranking Details section.
Equipment Ranking - Specify the equipment ranking that will be used to calculate the Ranking Score and Ranking Index for the policy.
Refresh Every - Specify a numerical value for how often the ranking should be calculated. For example, you can specify that the policy Ranking Score and Ranking Index should be calculated every 30 days.
Refresh Every UOM - Specify the length of the interval of time to pass before the ranking should be calculated. For example, you can specify that the ranking should be calculated by days, week, or months.
Next Refresh - Specify the date that the ranking should be calculated.
Refresh Sequence - Specify the order in which this ranking should be calculated. For example, if you specify 1 for this policy and 2 for another policy, this policy will be calculated first.
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Click Save Record.