Maintenance Software Documentation - CMMS Online User Manual

Icons and Menu Panels

Data Input Instructions

Implementation - Basic System

Software Switches

Validation Tables

System Initialization

Cost Centers

Department Data Entry

Charge Code Data Entry

Ledger Account Data Entry & Mapping

Inserting and deleting "Cost Center ID- Department ID" combinations.

Equipment Type Data Entry

Nameplate Data

Meter UOM Data Entry

Gauge UOM Data Entry

Skill Code Data Entry

Pay Rate Group Box

Aisles Data Entry

With Advanced Inventory Option

Inventory Type Data Entry

Inventory UOM Data Entry

Stock Keeping Units and Vendor Distribution Units

Inserting, Editing and deleting relationships

Failure Code Data Entry

Job Step Data Entry

Location Data Entry

Safety Procedure Data Entry

Shift Data Entry

Work Order Priority

Purchase Agents

Standard Paragraph Data Entry

Entering Memo Data Instructions

Ship To / Bill To Data Entry

Options

Implementation - Advanced Inventory

Purchasing the Advanced Inventory Option

Software Switches

Validation Tables

Entering Data

Purchasing Implementation

If the Purchasing Option is purchased

Purchasing

Security

How Does Client Side Security Work?

Security Example

Document security requirements first

Design Security Codes that satisfy the documented security requirements.

Set Up Menu and Form Security.

Design User Profiles.

Implementation - Costing

Purchasing the Costing Option

Software Switches

Requisition Data Entry

If the Purchasing Option has been purchased.

Insert Line Item

If the Costing Option was purchased

Edit Line Item

Delete

Purchase Order Data Entry

Automatic Add

Select from Supplier

Select from All

Insert Line Item

If the Costing Option was purchased

Insert Panel

Freight Panel

Manual Tax Insertion

Edit Line Item

Delete

Invoice Reconciliation

Purchasing Reports

Print Requisitions

Print Purchase Orders

Requisition Listing

Purchase Order Listing

Receipt Listing

Reconciliation Listing

Print Cycle Count Sheets

Update Cycle Count Sheets

If the Aisle ID Lookup is present.

Inventory Reports

Cycle Count Cost Report

Inventory Listing

Issue Tickets.

Open Issues

Inventory Valuation Report

Inventory Reorder Report

PM - Work Order System

Work Orders

Work Requests

Preventive Maintenance

Browse Screens

Employee Data Entry

Insert

Delete

Edit

If the Costing Option has been purchased:

Costing

Cost Centers, Departments and Ledger Accounts

Charge Codes

Fiscal Periods

Cost Breakdowns

Cost Commitment Points -

Advanced Inventory

Equipment Data Entry

Insert

Edit

Delete

PM Procedure Data Entry

Insert

Delete

Edit

Insert

Delete

Edit

Service Contract Data Entry

Edit

Delete

Manufacturer Data Entry

Add

Enter Manufacturer's Part Number

Select the Primary Manufacturer

Vendor Data Entry

Enter Vendor's Part Numbe

Select the Primary

Work Request Data Entry

Dispatching

Work Order Data Entry

Insert

Delete

Edit

Create a new Purchase Order

New Purchase Order

New Purchase Order - Insert Line Item

Freight

Work Order

New Purchase Order - Edit Line Item

New Purchase Order - Delete

Closing the Purchase Order Screen

Edit an existing Purchase Order

Edit a Purchase Order Line

Work Request Printing

Work Order Printing

Work Order Close

Charge Labor using Skill Codes

Skill Codes - Insert

Skill Codes - Edit

Skill Codes - Delete

Charge Labor using Timecards

Create a new Purchase Order

New Purchase Order - Insert Line Item

Freight

Tax

Work Order

New Purchase Order - Edit Line Item

New Purchase Order - Delete

Edit an existing Purchase Order

Edit a Purchase Order Line

Equipment Gauges & Meters

Meters

Gauges

PM Scheduling

Interval/Meters

52 Week Schedule

Calendar

Gauges

Insert - Click on the Insert Button. The PM Procedure Detail screen will be invoked. The screen uses five pages. The Main Page is unique for each PM Type. The remaining four pages are the same for all PM Types.

Interval and Meters

Meter 1

Meter 2

52 Week Schedule

Calendar

Gauge

Insert

Delete

Edit

Preventive Maintenance

PM Procedures

Scheduling PM Work Orders

Interval/Meters

Calendar

Gauges

Generating PM Work Orders

PM Work Order Generation

Selected PM Work Orders

PM Work Orders within Date Range

Work Orders

Work Requests

Print Work Orders

Dispatch WRs and WOs

Work Order Close

Browse Work Request History

Browse Work Order History

Inventory Data Entry - Standard System

With Costing Option

Issues & Returns

Insert

Edit Line Item

Process Issues

Return an Inventory Item to stock

Write Off an Inventory Item

Timecard Data Entry

Insert a Time Line

Time Data Entry Panel

Change time charged on a Time Line

Issue History Browse

Clear Costs

Clear Files

Export Files

History Moves

Import Files

History Purge

Issue Tickets - Printing

Print all unprinted Issue Tickets

Print a selected unprinted Issue Ticket

Reprint a selected Issue Ticket

Cycle Count Cost Report

Inventory Data Entry - Advanced

System Upgrade & Utilities

Update Service Contract Costs

Fiscal Period Reports

Fiscal Period Closing

Fiscal Year Closing

Print Purchase Requisitions

Print all unprinted Requisitions

Print a selected unprinted Requisition

Reprint a selected Requisition

Browse Requisition History

Print Purchase Orders

Print all unprinted Purchase Orders

Print a selected unprinted Purchase Order

Reprint a selected Purchase Order

Browse Purchase Order History

Receipt Data Entry

Select Mode

Receive Mode

Browse Receipt History

Reconciliation

Select Mode

Reconciliation Mode

Browse Reconciliation History

Browse Timecard History

Browse Work Request History

Browse Work Order History

Security Icons

What do the Icons mean?

Security Categories

User Groups

User Profiles

Security Screen

Security Codes

Component Security

Select a Form

Set Up Security

Select New Form

Pack User Tables

Maintain User Tables

Inventory Reorder

Creating the Report File.

Printing the Report File.

Editing the Report File.

Creating a Requisition.

Inventory Adjustments

Inventory Seeding

Work Order Type Data Entry

PDAs

PDA Registration

Registration

Reassignment

Replacing a PDA.

PDA Processing

Download without modification

Delete a Work Order

Edit a Work Order

Add new Work Orders

Process Work Orders

Email Requests

Timecards

Batch Timecards

Daily Timecards

Selecting the Style of Timecard to use

Costing

Exporting Data

Implementation - Timecards

Software Switches

Implementation - Purchasing

Purchasing the Purchasing Option

Software Switches

Validation Tables

Implementation - Security

Purchasing the Security Option

Setting Security Codes and Levels for Icons, Menu Buttons, Fields and Users.

Software Switches

Implementation - PDAs

Purchasing the PDA Option

Installing Software

Multi-User

Implementation - Multi-User

Purchasing the Multi-User Option

Installing Multi-User Software

Timecards - Batch Data Entry

PDA Instructions

Updating Work Orders

Entering Time

Issuing Parts

PDA Tips and Errors

Error Messages

Database Repair

Batch Timecard Data Entry (Popup)

Timecard Data Entry Panel

Timecard Data Entry (Popup)

Issues & Returns (Popup)

Requisitions (Popup)

Purchase Orders (Popup)

Base System

Work Orders

Work Requests

Preventive Maintenance

Ad-Hoc Report Writer

Data Model

Power Query

Add Tables

Join Tables

Edit Joins

Edit Values

Edit Filters

Format Numbers

Rename Table

Page Settings Printer Setup

Title Settings - Printer Setup

Option Settings - Printer Setup

Database Synchronization

Report Wizard

Basics - Report Generator

Arrange Sections

Understanding Section Types

Place Objects

Using @ Functions

Customize Objects

Align Objects

Edit Section

Add Sections

Start Report

SQL

Preview Report

Create Labels

Export Reports

Report Tutorial

Listing Type Report

Banded Report

Designing a report