CMMS Documentation - CMMS Online User Manual

INTRODUCTION

CONTACT MTI

Brief History

Contact MTI

Primary Release History for Mapcon for Windows

Primary Release History for Mapcon for Windows

Primary Release History for Mapcon for Windows

Primary Release History for Mapcon for Windows

Primary Release History for Mapcon for Windows

Added Decimals to Gauge readings.

Improved Equipment Hierarchy lookup and display.

Enlarged Trouble Shooting window for better readability and made it
re-sizeable.

Added a new status type of VI for Virtual Equipment. It allows a place holder for virtual equipment in the equipment hierarchy, but does not allow a work order or PM to be written against it.

Primary Release History for Mapcon for Windows

Primary Release History for Mapcon for Windows

MAJOR TOPICS

IMPLEMENTATION GUIDE

INSTALLATION

NETWORKING MAPCON

UNIVERSAL DRIVER

SET COMPANY NAME

SET FISCAL YEAR

DATA ENTRY GUIDE

Establish Rules

Determine Defaults

Separate Tasks into Smaller Steps

Red

Dark Blue

Light Blue

Gray

I. IMPLEMENTATION OVERVIEW

First things First

Start a Plan

Follow the Plan

Expand the Plan

II. WHERE DO WE GO FROM HERE?

MAINTENANCE

PURCHASING

III. PLANNING AHEAD

Software Switch Settings

Authority Files

Establish Security

Create Security Codes

Menu Security

Icon Security

Tracking Costs

Tracking Equipment

Equipment Keywords

Equipment Numbering

Equipment Hierarchies

Locations

Preventive Maintenance (PM) Requirements

PM QUICK SETUP GUIDE

Inventory

INVENTORY QUICK SETUP GUIDE

Reordering

Manual Reordering

Automatic Reordering

Purchasing

Planning Labor

WORK ORDER PLANNING QUICK SETUP GUIDE

Shifts

Craft Codes

Crew Codes

Scheduling

WORK ORDER SCHEDULING QUICK SETUP GUIDE

Labor Availability

Work Order Priority Codes

IV. SYSTEM SETUP

Cost Accounting Initialization Menu

Equipment Initialization Menu

Human Resources Initialization Menu

Imaging Initialization Menu

Inventory Initialization Menu

Initialize/Re-Initialize Last Audit Date

Set Inventory Software Switches

Set Issue and Return Software Switches

Maintenance Initialization Menu

Set Maintenance Software Switches - Main tab

Set Maintenance Software Switches - More tab

Set PM Generation Start Date

Set Work Order Print Software Switches

Set 52 Week Start of Year

Purchasing Initialization Menu

Set Purchasing Software Switches - Main page

Set Purchasing Software Switches - Other Information page

Vendor Initialization Menu

Security Codes

How Security works

Create Security Codes

Icon Level Security (Main Menus)

Menu Level Security

Window and Field Level Security

USER QUICK SETUP GUIDE

A. Create Employee

B. Assign Password and Security Codes

C. Set Employee Authorizations

A. Create Departments

B. Create Cost Centers

Equipment

Locations

V. APPENDIX

Fiscal Period Closing

Send data to History

Year End Procedures

ACCOUNT CONTROL

ARCHIVING

AUTHORITY CONTROL AND EMPLOYEE AUTHORIZATIONS

After the Fact Purchase Orders

After the Fact Work Orders

Contract Service Order Approval

Foreman

Imaging

Invoice Reconciliation

Inventory Issues

Planner

Project Manager

Purchases

Purchasing Agent

Purchasing Paragraphs

Quick Purchase Orders

Requested Parts

Requisitions

Inventory Returns

Safety Procedures

Scheduler

Standard PM Descriptions

Stockroom Personnel

Timecard Operator

Work Orders

Zone Access

Zone Administrator

BARCODE

Equipment Meter Update

Stock Issue/Return

Receiving

Inventory Cycle Count

Adding fonts to Windows 95/98/2000/XP

Barcode Setup Window

Label Software Directories/Commands

Label Software Commands

Label and Form Options

Receiving Labels

Barcode Font Symbology

Font Control Setup

Configuring a Barcode Printer

Creating and Printing Labels

Adding a new label in Label Matrix

Creating a Label in Label Matrix

Creating a Label in Label Matrix: Adding text

Creating a Label in Label Matrix: Adding Paragraphs

Creating a Label in Label Matrix: Adding Barcode

Creating a Label in Label Matrix: Setting Printer Options

Printing Barcodes on MAPCON Reports and Forms

Tech Tips

Question: What's the easiest way to get started using barcoded labels for my StockRoom(s)?

Question: Whats the best way to track gauge and meter readings?

Question: When I print forms/reports, barcode is not printed or is not scannable. What do I check?

Question: When I try to download a program or print a label the system tells me barcode has not been initialized. What do I do?

COMMAND WINDOW

CONTRACT SERVICE SYSTEM

Service Contracts

Main Page

Contract Service Orders

Initiate Contract Service Orders

Update/Complete Contract Service Orders

Material

Non-Stock Line Items

Create an Issue or Return Ticket

Edit an Issue Ticket

Edit a Return Ticket

Create a Requisition

Edit a Requisition

Edit a Purchase Order

COST ACCOUNTING

The Cost Center System

Fiscal Period Procedures

Overview

Fiscal Period Closing

Cost Accounting Administration Menu

EQUIPMENT AND ROUTES

Equipment Setup

Equipment Data Entry

Meter and Gauge Readings

Overview

Data Entry

Equipment History - View Open Work Orders

Equipment History - Completed Equipment Work Orders

Equipment Cost Tracking

Route Data Entry

Troubleshooting

Definition

Associate Troubles with Keywords

Maintain Causes of Troubles

Maintain Corrections for Causes

Troubleshooting Inquiry

Troubleshooting Report

Equipment Calibration

Main Page

Notes/References

Calibration History

Failure Analysis

Tracking by Failure Codes

Tracking by Work Order Types

Update Troubleshooting Database

Failures - Failure by Failure Codes

Parts - Failures by Part

Downtime - Downtime by WO

Equipment Part Failure Report

HUMAN RESOURCES

Main Page

Codes/Rates/Eval Page

Personal Page

Education Page

Time Off Window

Other Excused Absences Window

TIMECARDS

Admin icon

Human Resources Initialization Menu

Set Timecard Software Switches

Overview

Auditing

Purging

Timecard Administration

IMAGING

INVENTORY

Main Page

Stockroom Inventory Detail Window

Vendors Page

Alt Stock/Eqp Page

Request Parts

Issues and Returns

Cancel

Physical Reconciliation

Miscellaneous Inventory Processes

Automatic Reorder Mode

Manual Reorder Selection

LOCATIONS

Definition

Data Entry

Main Screen

Safety/SCs/PMs Screen (also Job Steps, ISO-9000, and Drawings)

Specifications

Notes

Property

Costs

NAVIGATIONAL FEATURES

PLANNING WORK ORDERS

Estimate the Stocked Materials or Parts needed

Estimate the Purchased Materials or Services needed

Identify any special Tools that are necessary

Identify any Images that need to go to the job

Identify any Safety Procedures or Lockouts that are required

Specify if ISO-9000 Reporting Procedures are required

Identify the skills needed to perform the work

Pick the Crews to dispatch or schedule

Plan and describe the Job Steps required to complete the work

Decide if the Work Order should be implemented as a Project

Main Page

Labor Planning Page

Materials/Purchases Page

Create a Requisition

Edit a Requisition

Edit a Purchase Order

PREVENTIVE MAINTENANCE

A. Create a Standard PM Descriptions Database

B. Create a PM Frequency record

C. Generate PM Work Orders

Standard PM Descriptions

Main Page

Job Steps/Material/Equipment Page

Establishing the PM Frequency

Main Page

Meters Page

Cycles/Labor Page

Main Page

Schedule Page

Labor Page

Main Page

Gauges/Labor Page

PM Work Order Generation

PM Contract Service Orders

PROJECT MANAGEMENT

Slack

Critical Path

Duration

Creating and Managing a Project

Maintenance Project vs. Capital Project

Schedule Ahead = 1

Schedule Ahead > 1

Calculating Project Dates

Displaying the Critical Path

Scheduling Work Orders

Displaying a Gantt Chart

Exporting data to Symantec's Time Line

Attaching Work Orders or Projects

Establishing Predecessor Relationships

Creating, Canceling or Editing a Work Order

Automatic Calculation of Dates

Printing the Critical Path

Closing a Project and/or sending it to History

Project Estimation

PROPERTY

Main Page

Specifications Page

PURCHASING

Modifying Purchase Orders

Purhcasing Setup

Operating Instructions

Requisition Main Page

Line Items Page

Line Items Page - con't

Authorizations Page

Extended Authorizations Page

Transfer Requisitions to Purchase Orders

Transfer Specific Line Items from Requisitions to Purchase Orders

Purchasing Main Page

Other Information Page

Line Items Page

Back to the Line Items Page

Authorizations Page

Post Purchase Orders

Print Purchase Orders

Post Change Orders

Print Change Orders

Receipt Data Entry

Receiving Under-shipments

Receiving Over-shipments

Main Page

Invoice Reconciliation Main Page

Line Items Page

Cancel Change Orders

Cancel Purchase Orders

Cancel Requisitions

Miscellaneous Invoice Data Entry

Transfer Purchase Orders to History

Setup RFQs

RFQ Data Entry

Print Bid Forms

RFQ Bid Entry

Assign RFQs

Quick Overview

Set Quantity for each Vendor

History Menu

Main Page

Schedule Blanket Orders

Contract Blanket Orders

Back to the Main Page

Other Information Page

Detail Page

Back to the Detail Page, under the Line Items section

Authorizations Page

Initiate POs from Blanket Orders

REPORTS AND QUERIES

Menu Generator - Adding Reports to a Menu

Programmed Reports

MAPCON Quick Reporter

Columns

Filters

Calling the Quick Reporter from a Menu

MAPCON Report Generator

Step 1: Select a table

Step 2: Select the columns

Step 3: Column Styles, Options and Totals

Step 4: Headers and Footers

Report Specific (Top)

Report Layout (Middle)

Columns on the Report (Bottom)

Adding Calculated Fields

Naming Conventions

Understanding Variables

Understanding @RECORD and $INSERTS

Understanding XLATE

Understanding CALC

Report Maintenance Utility

Queries

Query Creation Screen

Graphic Report Generator

User Graphs

Generated Graphs

ROUTES

Main Page

Additional Information Page

Route History (Completed Route Work Orders)

SCHEDULING

Preventive Maintenance Work Orders

Project Work Orders

Setting the Scheduling Dates

Main Page

Work Order Scheduling Window

Gantt Chart

Sorting Options

Scheduling Detail Window

Craftsman Availability Window

Quick Scheduling and Dispatching

List of Scheduled Work Orders

Calendar

SECURITY

Security Code Examples

Optional: Setup Custom User Menu

Checkboxes

Online Support Login

SNAPSHOT

Snapshot Groups

Snapshot Setup

Zones

Main Display

View Options

SYSTEM SETUP / SOFTWARE SWITCHES

Cost Centers are disconnected from Departments

Journal Files will be moved to a Journal History File

TOOLBOX / INDEXER

Menu Generator

Lookups

Technical Notes

Quick Reference

Step A: Defining the Symbolic

Step B: Adding a Lookup

Step C: Adding Conditional Logic (optional)

Step D: Testing the Symbolic

Step E: Adding the Index

Step F: Testing the Lookup

Step G: Adding the Lookup to a Window

Step 1: Create The Code/Description Definition

Step 2: Attach the Code/Description Pop-up to the Window Definition

Mapcon Messaging

E-Mail Notification

Setup

Add Authorizations

Attachments

Create Excel Spreadsheets with Report Generator

Import from Excel files

Hardware Requirements

Workstation Hardware Requirements

Novell* or Windows NT 4.0/2000/XP** Server

iMapcon Server Requirements

Network Products

Revparam

Novell

2003/2000/NT

Perfomance

Indexer / Processor / Program Scheduler

Remote Shutdown

Indexer Statistics

Setup

Step 1. Program Scheduler Setup

Step 2. Engage Program Scheduler

VALIDATION FILES

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Displaying costs charged to a Cost Center

Definition

Data Entry

Definition

Crew Required Switch

Loaning or Borrowing Craftsmen

Sharing Crews

Data Entry

Definition

Cost Accounting Hierarchy

Data Entry

Department Level Approval for Requisitions Setup

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Maintain Zone General Ledger Codes

Maintain Cost Center GL Codes

Maintain Department GL Codes

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Definition

Data Entry

Definition

Replaced Imaging window with new display and new icon controls to add, resize, or remove images. Simply click on image to display.

Added prompt when running Equipment Hierarchy report to start at the top of hierarchy.

Service Contract overlay window is now sorted by vendor name and includes expiration date.

Location data entry has the new image interface window, and quick access buttons for Cost History and Calculate Square Footage Costs.

Two new symbolics were added issue detail history for cost reporting.
A_ISSUE (total cost for issue) and A_PART_ISSUE (total cost for that part).
Displays a negative value for returns.

Issue window was re-sized and includes quick access buttons for a variety of activities.

Add Site Click this button to open the Site Manager window. After creating a Site the first time, click on desired Site Name, then use Edit Site to change information, or Delete Site to remove the Site. When all Sites have been created that are allowed, the Add Site button will no longer appear.