Strategic initiatives help organizations meet long-term goals. For example, a strategic initiative can be your organization's corporate commitment to reducing electrical consumption. Define your organization's strategic initiatives as strategies.
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Select Equipment > Additional Features > Asset Management Policy > Strategies.
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Click New Record.
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Specify this information:
Strategy - Specify a unique code identifying the strategy, and then specify a description of the strategy in the adjacent field.
Policy - Specify the policy to associate with the strategy. A policy can be associated with multiple strategies. The system automatically populates the policy description.
Strategy Statement - Specify a strategy statement that explains how your organization plans to achieve the goal. The strategy statement cannot contain more than 4,000 characters.
Approved By - Specify the name of the person responsible for approving the strategy.
Date Approved - Specify the date the strategy was approved.
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Select the Out of Service check box if the strategy is currently not being used. If you select Out of Service, the strategy will not display in the lookups for strategies on other forms.
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Specify this 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 for the strategy.
Refresh Every - Specify a numerical value for how often the equipment ranking should be calculated. For example, you can specify that the equipment ranking should be calculated every 30 days.
Refresh Every UOM - Specify the length of the interval of time to pass before the equipment ranking should be calculated. For example, you can specify that the equipment ranking should be calculated by days, week, or months.
Next Refresh - Specify the date that the equipment ranking should be calculated.
Refresh Sequence - Specify the order in which this equipment ranking should be calculated. For example, if you specify 1 for this equipment ranking and 2 for another equipment ranking, this equipment ranking will be calculated first.
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Click Save Record.