MAPCON Professional Maintenance Software Manual
version 5.10 for Windows
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.