1. Equipment and instrumentation file management of the dynamic characteristics of the equipment transfer or scrapped before the equipment and instrumentation file with the changes in the equipment itself, in the equipment transfer or scrapped before the equipment and instrumentation file is always in a state of uncertainty. For example: a piece of equipment in the use of the process, the inevitable formation of the use, maintenance records, updating, remodeling drawings and so on. As long as this piece of equipment is still in the process of use, it will continue to produce new documents and materials, until the end of the use of equipment, equipment and instrumentation files to stop.
Equipment management requires the whole process of equipment management. A piece of equipment from the purchase, installation to transfer, scrap, to implement the whole process of tracking management. Equipment and instrumentation file management must also meet this requirement. Because: first, the formation of equipment and instrumentation files of different units, that is, different sources. For example, a piece of machinery and equipment, random information (packing list, manuals, perishable parts charts, etc.) is provided by the manufacturer: the purchase contract, plans and opening acceptance of the enterprise equipment management department is formed: and maintenance records, transformation drawings are produced by the workshop or design department. Equipment and instrumentation files of different carrier forms, their later formation of the file content is also different. In a specific equipment and instruments within the custody of the archives of the unit, which has a textual record (such as acquisition reports, approvals, instruction manuals, etc.), drawings (such as schematic diagrams, structural diagrams, installation diagrams, perishable parts and components of the map), forms (such as maintenance records, monthly statements, annual statements) and CD-ROMs, etc., there is no uniform pattern, and it is impossible to make a uniform provision. Therefore, file managers only understand and master the whole process of equipment use and change, seize the focus, in order to be targeted to do a good job of equipment and instrumentation file management.
2. Comprehensive features
The main task of the enterprise equipment and instrument management is the comprehensive management of equipment and instruments. Equipment and instrumentation file is also one of the contents of the comprehensive management of equipment and instrumentation, so the equipment and instrumentation file in the management also has a comprehensive character.
(1)
It is manifested in the comprehensive characteristics of the stage. In accordance with the workflow of equipment management, equipment from purchase to end-of-life can be divided into four stages; the first stage is the planning, purchase and installation of equipment debugging stage; the second stage is the use of equipment and maintenance stage; the third stage is the equipment overhaul stage; the fourth stage is the transformation of the equipment and the renewal stage. These four stages are alternating, especially some of the old enterprises, the need to constantly update equipment, this stage performance is more obvious.
(2)
It is manifested in the comprehensive character of the department, in an enterprise, equipment and instrumentation management involves many departments, the implementation of comprehensive management, in order to effectively maintain the integrity of the equipment. To adhere to the design, manufacture and use of a combination of maintenance and planned maintenance, repair, renovation and renewal of a combination of professional management and the masses, technical management and economic management.
3. Diversity characteristics.
(1)
Distinguished by the source of equipment: self-made equipment and purchased equipment (domestic, imported equipment). Homemade equipment is the units according to their own production processes or scientific research, testing of special needs and their own design, development; purchased equipment is the units from the domestic market or foreign markets to buy.
(2)
Distinguished by the characteristics of the industry of the equipment: Mechanical power equipment, characterized by the existence of a single form, independently undertake the production process of a certain role in the equipment; with the infrastructure linked to the light chemical equipment, which is characterized by the continuity of the production process is strong, and any one of the production process can not be interrupted; Instrumentation equipment, which is used for the detection of the Lord, overhaul, measurement and testing and other aspects of the work. test and other aspects of work.
(3) According to the importance of the distinction between equipment; machinery industry is divided into fine, large, rare equipment and general equipment, construction industry is divided into the main production equipment and auxiliary production equipment.
(4)
Distinguished by the use of equipment greatly nature: divided into general-purpose equipment and specialized equipment. The former refers to an industry can be used in a higher degree of standardization of equipment; the latter refers to only in a certain industry or a production link on the use of special equipment, strong professionalism.
Two, good management of equipment and instrumentation files must do a good job in four work
1. equipment file collection
(1)
Equipment planning, purchase stage. New equipment planning, that is, according to the needs of the development of production work, in consideration of improving the utilization rate of existing equipment, equipment for technological transformation and other measures, but also need to increase the equipment plan. The use of the department must apply to the relevant planning department, fill in the "new equipment purchase application form", the introduction of large-scale equipment management, equipment supply, the preparation of the annual plan for the purchase of equipment, equipment supply department to purchase seriously.
This stage of the formation of equipment documentation materials are: new equipment purchase application form, demonstration report, equipment modeling report, ordering contract, arrival notice, bill of lading, customs declaration (imported equipment), invoices and waybills.
(2)
Equipment unpacking and installation and commissioning stage. New equipment to the scene, the equipment supply department is responsible for notifying the equipment management department, the relevant planning department, quality management department, archives (room), etc. (the introduction of equipment must also be invited to the State Bureau of Foreign Inspection)*** with the unpacking and acceptance, and then installation and commissioning, debugging by the user, the installation unit, the use of the department, the functions of the department*** with. This stage of the formation of equipment documentation materials are: equipment acceptance, packing list, instructions, manuals, installation and commissioning records, commodity inspection certificate, equipment schematic diagrams, wiring diagrams, maintenance instructions.
(3) equipment use, maintenance, overhaul stage. This stage of the formation of equipment documentation materials are: equipment use records, maintenance records, technical transformation records.
(4)
Equipment scrapping stage. Where listed in the fixed assets of the equipment, must be approved by the relevant departments before scrapping. This stage of the formation of the equipment materials are: equipment scrapping application form, equipment scrapping identification and approval materials, equipment scrapping processing handover sheet.
2. Equipment and instrumentation files of the organizing work
(1)
Classification should be scientific. Classification must be consistent with the unit's production, the nature of work and characteristics: according to the size of the unit's production scale, the number of major production equipment, as well as the institutional structure of the enterprise, the flexibility to choose the appropriate classification method. Simply, mechanically apply other units of the ready-made classification method is not appropriate.
(2) Volume to follow the formation of equipment and documents, to maintain the volume of documents and materials of the system to facilitate the use of archival storage. Close relationship with the equipment management documents, such as equipment management plans, summaries, indicators of assessment, transfer of equipment, fixed asset depreciation management and other comprehensive documents, should be listed in the equipment class volume. Equipment maintenance in the formation of documents and materials in a separate volume, outsourcing equipment in the random documents and materials can be organized in a separate volume.
(3)
Documentation in the case file and file arrangement should be organically linked. Equipment class files can be based on the equipment materials, purchased equipment acceptance (homemade equipment design, manufacturing, acceptance), equipment installation and commissioning, random documentation, equipment operation, equipment maintenance and other arrangements. Documentation within the file material arrangement requirements text material in front, drawings in the back.
3. Identification of equipment files
The identification of equipment files is to identify the preservation value of the files, select the valuable files continue to save, eliminate the need to save the files to be destroyed. The value of the equipment files, first of all, objectively, specifically reflecting a certain stage of history, one of the three elements of social productivity - the scale, structure, and technical level of labor tools. Response to the extent of this situation, determines the size of the preservation value of the equipment files. Utilization needs determine the preservation value of the archives. Appraisal of the archives should be based on the specifics of each or each group of documents, analyze the importance of the content expressed on the document carrier, the validity of the integrity of the archives, scientifically determine the value of the archives, to determine the duration of its custody.
4. Custody of equipment files
The existence of the archives of the cabinet shelves, in line with the principle of left to right, from top to bottom, neatly and systematically placed in the warehouse. The direction of passage should be consistent with the direction of natural lighting or artificial lighting. To establish the necessary file storage system, for example, security management system, file lending system, confidentiality system.