Key Points to Lube Charts Tile

  • Designated area for managing lubrication for assets by account
  • Users can leave notes on a lube chart for future reference
  • Assets are grouped by account
  • Organized Lists can be printed
  • Excel sheets can be created
    Security Rights:  Can Include Asset in Lube Chart - Can Publish Lube Charts - View Lube Chart

Detailed Description of Lube Charts Tile

  • The Lube Charts Tile is useful for organizing the required lubrication for a group of related assets. This has particularly useful applications in situations where multiple types of lubricant are used on a vessel going out to sea. 

  • Adding an Asset to a Lube chart can be done creating a new asset or by searching the asset in the Asset Tile. Within the asset edit page the user can check the "Include Asset in Lube Chart" box to make the asset appear in the Lube Chart under the associated account. 

  • Clicking the Print Preview button will cause a new tab to open and a print preview screen to appear. The print preview screen will show the user what the printed lube chart will look like upon printing. The user can choose to print the lube chart to a printer to to save the lube chart as a file. 

  • Publishing a Lube Chart will cause it to appear on the associated Account's attachments area under a folder named "Published Charts" for future reference.  An email with a copy of the PDF will also be sent to the user who performed that publish action.
  • Sort Order is based on the number in the far right column (Note: The "Unit ID" field on the asset is separate and not used for this purpose).

Quick Steps to Adding Existing Assets to a Lube Chart

  1. Select the Assets Tile from the Dashboard.
  2. Search for and select the desired Asset.
  3. Edit the asset.
  4. Check the box labeled "Include Asset in Lube Chart"

Security Rights: Lube Chart -View - Edit- Create  and Access Non-sample Point Assets


Quick Steps to Preview a Draft Lube Chart

  1. Select the Lube Charts tile from the Dashboard.
  2. Search for the desired account.
  3. Ensure the assets are in the desired order.
  4. Click Print Preview in the upper right corner.
      Note: The print preview should now include the same formatting seen in the published version of the lube chart.

Security Rights: Lube Chart -View - Edit- Create 

Quick Steps to Publish Lube Charts

  1. Select the Lube Charts tile from the Dashboard.
  2. Search for the desired account.
  3. Ensure the assets are in the desired order.
  4. Click Hamburger in the upper right corner.
  5. Select Publish or Batch Publish.

Security Rights: Lube Chart -View - Edit- Create