Meters

Introduction

Meters are used to track measurements related to equipment such as usage hours, mileage, fuel levels, pressure, or temperature. Using meters, asset performance can be monitored and maintenance can be scheduled.

Meters are used by a Preventative Maintenance Schedule to determine when to create the next meter-based Work Order.

Key Features

Continuous Meters can be used on Preventative Maintenance Schedules to track any accruing measurement. The values can always increase.

For example, hours, miles, gallons, or cycles.

Counter Meters can reset or go to a lower value than the previous reading. However, Counter Meters cannot be used for Preventative Maintenance Schedules.

How Meters Work

You can create a Meter for an Equipment item. Users enter Meter Readings for the item.

Meters can be used in these ways:

Tracking Usage Performance

  • Meters track how often an asset is used like engine hours on a generator or miles driven on a truck

  • They provide real-time data on wear and tear

Automating Maintenance

  • You can set up maintenance triggers based on meter readings

  • Example: If a truck reaches 10,000 miles, FieldFX can trigger a preventive maintenance work order

Logging Readings

  • Field technicians can enter meter readings manually or through integrations (if connected)

  • Example: A technician logs a pressure reading on a pump which updates in FieldFX

Improving Asset Lifespan

  • Regularly tracking meter data ensures timely maintenance, reducing breakdowns and extending equipment equipment life

You can use PM Schedules automatically to generate some Work Orders based on Meter Readings.

Use Case Examples

Imagine you have a fleet of service trucks. Each truck has a meter that tracks mileage.

  • If a truck reaches 5,000 miles, FieldFX can automatically schedule an oil change

  • Then the maintenance team gets notified ensuring the truck remains in good condition

Step-by-Step Guides

You can add a meter, add the meter to equipment, or enter a meter reading.

Add a New Meter

  1. In your org, use Quick Find and enter meters.

  2. Click New to add a new Meter record.

  3. Select either Continuous or Counter in the New Meter dialog and click Next.

    • Continuous meters, like Odometer reading or Hour Meters, are continuously increase in value

    • Counter meters reset to zero each time it is read such as Production Unit Counter or Fuel Consumption

  4. Make the following entries in Information:

    Field Description

    Description

    Up to 255 character label for the Meter.

    Type

    The dropdown is preset to the Meter Type selected previously.

    UOM

    Select a Unit of Measure from the list.

    Estimated Annual Meter Usage

    Number of units that pass in a given year for PM Scheduling and used to calculate the Planned Occurrences Per Year.

    Last Reading Value

    This numerical value of the last meter reading populated by a FieldFX workflow.

    Last Reading Date
    (Read-Only)

    The date and time the meter was last read and populated by a FieldFX workflow.

    This field should be set to Read-Only for all profiles.

    Asset ID

    Select the Equipment item for the Meter.

    If there is no Equipment, you have the option to create new equipment. After the new equipment is created, it is filled in the Asset ID field.

  5. Make the following entries in Additional Details:

    Dates can’t be earlier than the install date for the meter.

    Meter revisions can’t be earlier than the initial revision date.
    Field Description

    Cumulative Meter Value at Replacement
    (Read-Only)

    The meter reading at the time of the last meter replacement populated by a FieldFX workflow.

    This field should be set to Read-Only for all profiles.

    External ID

    ID on another system

    For example, to pull readings from an API call.

    Cumulative Reading
    (Read-Only)

    A numerical reading at the time of the last meter replacement populated by a FieldFX workflow.

    This field should be set to Read-Only for all profiles.

    Revision

    User entry to track meter revisions.

    Record Type
    (Read-Only)

    The meter type.

    Install Date

    User defined date

  6. Click Save or Save & New.

- Back to Step-by-Step Guides -

Add Meter to Equipment

  1. Click the Equipment tab.

  2. Find and open the desired Asset.

  3. In the Meters section,

    1. If you have added the meter from Add a New Meter, it’s record should be already listed and shown in the table below.

    2. To add a new meter record, click down arrow and select New. The New Meter modal appears. Follow the steps in Add a New Meter.

- Back to Step-by-Step Guides -

Enter a Meter Reading

  1. Go to the Meter record.

  2. From Quick Links, hover over Meter Readings and select New.

  3. Make the following entries:

    Field Entry

    Meter ID

    Defaults to the selected Meter, but can be changed

    Reading Value

    Enter the reading

    Reading Date

    Select the Date and Time

    Meter readings can be entered in any order, as long as the resulting values increase through time for continuous meters.

    Dates can’t be earlier than the install date for the meter.

    Meter revisions can’t be earlier than the initial revision date.

  4. Click Save or Save & New.

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

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