SOMAX. Equipment Module. Maintenance Management Information Systems

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1 SOMAX Equipment Module Equipment Module: Information for each piece of equipment (name, location, make model, serial number) Unlimited Tree (parent/child) Structure Lock Out/Tag Out Interface with CAD drawings and scanned diagrams Downtime Tracking Equipment/Parts cross reference can be automatically created and maintained From Equipment History, model new Work Orders Warranty Tracking Each screen is completely customizable: add, delete, move, or rename fields as needed Technical information by specific Equipment ID, Make and Model, or Catalog or Asset Number Cost Roll-Up feature to total Maintenance costs Link to Meters, Charge Accounts and Vendor Contracts Relocation Tracking Detailed TPM Records automatically maintained 2012 All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

2 SOMAX Preventive Maintenance Module Preventive Maintenance Module: A wide range of schedule types are supported, including last done, last due, day of week/week of month, meter, meter high/low, meter and/or frequency, specific weeks of year, and daily with day of week exclusion PM checklist items can be generated automatically for each equipment item belonging to a group, department, or sharing a common parent ID Automatically generates WO s when due Generate PM Work Orders from Real Time meter readings Link to, change, add, delete, update any Module or function associated with Preventive Maintenance (PM) Multiple criteria can be used for generating a PM Work Order(WO); If a PM Master is tagged with both meter and time based triggers, SOMAX will issue to whichever comes first, then update the remaining information PM Association allows the combination of multiple PM tasks with overlapping frequencies (daily, weekly, etc.) into one PM Work Order Forecast PM Work Orders from current or historical data Graphic images may be attached to PM tasks Repetitive work, operator checklists, outage/down work activities can be planned completely in PM module 2012 All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

3 SOMAX Work Order Module Work Order Module: Tracks Preventive, Corrective, and Emergency Maintenance Work Orders through initiation, planning, scheduling, performance, and completion The View Yours function shows only those Work Orders assigned to you Send Work Orders to History when completed Records estimated and actual costs Includes a material request and parts reservation system Use on-line work sheets to schedule crafts Relate Work Orders to projects for cost tracking Free-form text area for descriptions, instructions, or comments p Route Work Orders for review to individuals or predefined routing lists. All approvals are recorded and the next person on the list is automatically notified through Generate subordinate Work Orders for repetitive tasks, and report costs to the parent Work Order Attach CAD drawings, pictures and other files to WO`s Reserve parts based on Job Plans Track equipment downtime Automatic notice of equipment under warranty or contract Model new Work Orders from existing or historical Work Orders Compare actual and estimated costs on current and/or historical Work Orders 2012 All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

4 SOMAX Work Request Module Work Request Module: The Work Request module provides a fast, easy, and effective way to report maintenance problems Work Requests are easy to initiate and can be entered by anyone in the facility Approved Work Requests automatically become Work Orders to be performed directly or planned, routed for cost approval, scheduled and then tracked through the SOMAX Work Order Module Approved or disapproved, Work Requests are always passed to Work Request History Work Request Approval Notification via (MAPI) is available Completed Work may also be recorded via the Work Request module Work Priority may be input directly or computed via a RIME Class (Ranking Index for Maintenance Expenditures) associated with Work Request/Order Priority and Equipment Importance The Work Request module provides an accurate record of the actual response time for every request 2012 All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

5 SOMAX Projects Module Projects Module: Full Project Status Tracking from Conception to Completetion Inactivate projects and the system will allow futher charges to that Project Work Order Status tracking from the Project Module Split Project Costs across multiple Cost Centers Track Budgeted vs Actual Dollars Spent Track Project Budgets and Completion Status Track Multiple Vendor estimates per Project functions to notify Project Manager when costs near budgeted Quick Receipts function for Spot Buys against Projects Completely customizable to meet client specific needs 2012 All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

6 SOMAX Parts/Inventory Module Parts/Inventory Module: Manage unlimited storage locations for each Inventory Item Purchase for any Storeroom Manage Repairable Parts Store unlimited Alternate Parts and Vendors per Part Limit user access to specific Storeroom(s) Keep track of stock and non-stock (direct buy) Parts Transfer parts between Storerooms Associate all Parts to General Ledger Accounts Display Material Safety Data Sheets (MSDS), scanned images, digital photos, sketeches, CAD drawings, etc. All Parts movements, issues, receipts, transactions and changes are date, time and user ID stamped for full audit trail Log all transactions for each Part automatically Bar Coding data collection fully supported Quick Receipts allow receiving parts without using purchasing system Issue Parts, one at time or in batch, to Work Orders, Equipment, Material Requests, or Account numbers Receive Parts directly into any Storeroom Generate transfer requests automatically Create Purchase Requisitions when stock falls below user defined Reorder Points Full-featured Parts History stores before and after values, ties to Work Orders, Material Requests, Projects and PO s All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

7 SOMAX Purchasing Module Purchasing Module: Route Purchase Requests for review to individuals or pre-defined routing lists. All approvals are recorded and the next person on the list is notified Purchase Request Consolidation - line items consolidated by preferred vendor, and both stocked and non-stocked items on same PO Line item Expediting Completely customizable screens and PO forms Multiple methods to determine reorder quantities Buyer controlled selection of parts for review Issue Parts directly to equipment or work orders upon receipt Consolidate PR line items to Purchase Orders Supports multiple Accounts, Work Orders, Project Full Auto-Purchasing capabilities, completely Numbers, and Equipment ID s on one PO paperless, if desired Create PRs from the Inventory or Work Order modules Blanket Purchase Orders Supported Purchase Request approvals based on dollar limits Change Orders are recorded to subordinate database View active and/or closed Purchase Orders Analyze Vendor Performance Receipts: update inventory quantities and prices, track partial receipts and backorders Purchase Request creator may be notified via (MAPI) when items are received 2012 All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

8 SOMAX Vendor Module Vendors: Vendor/Stock type cross reference identifies the types of goods and products available from the vendor Vendor Contracts management and Blamket PO`s Supported Modify any or all information, change Vendors, addresses, contact names, etc., all date, time, and user ID stamped Unlimited Vendors for each Inventory Item or Part Vendor/Parts Cross Reference Direct link to vendor s Internet page is available Each Vendor has an area for free-form Notes Information for equipment, maintenance, and parts vendors 2012 All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

9 SOMAX Labor Records Labor Records: Collect time by day or week All changes are date, time, and user ID stamped Track contractors and work against contracts Assign time to a work order, equipment, or general ledger account. Track for vacation, sick, training, etc. Each screen is completely customizable Maintain information about each Craft: standard pay rates, overtime rates, differentials for hazards, etc. Note and change Pay Codes, Shift, Crew, and Department 2012 All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

10 SOMAX Hand Held/Mobile Interface SOMAX Hand Held Interface Symbol MC-50 With built-in bar code scanner Update real time work order information to a portable hand held computer. Use bar coding to capture equipment information, failure codes, action codes, employee information and other critical information. True paperless work orders. Add new work orders to the Palm Pilot and download all updated information at the end of a shift. Eliminate the need for typing with bar codes. Custom interfaces are also available for inventory, part issues and other data collection. Part Issues to Work Orders to Charge Accounts to Equipment to Projects Inventory Time Reporting Work Orders Lube Routes Downtime Recording Fire Extingisher Checks Plus Much More!! 2012 All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

11 SOMAX SOMAX Optional TPM Module TPM Module: Allow Add, Review and Modification of TPM Activities. Provide access to TPM information at work stations throughout plant. Interface with CAD drawings and scanned diagrams. Schedule TPM Activities according to Frequencies by computer. Allow modification of day-to-day and shift-to-shift activities. Analyze equipment downtime vs TPM Activities. Collect equipment downtime and causes. Each screen is completely customizable: add, delete, move, or rename fields as needed. Store detailed plans for all down activities. Allow for efficient schedule changes of down activities. Efficiently record work completions and noncompletions. Develop and make available reports for analysis of TPM results. Determine present status and develop target parameters for improvement. Detailed TPM Records automatically maintained All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

12 SOMAX Facilities Condition Assessment Module FCA Module: Prioritize, schedule, estimate costs and plan for addressing deficiencies. Track progress in addressing deficiencies. Track estimated vs actual costs. Easily calculate a Facility Condition Index Justify, Plan, Track and Control Capitol Expenditures. Complete Project Planning and Tracking. Import your existing records into SOMAX. Full reporting capabilities All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

13 SOMAX isomax Web Based Work Request Module Internet/Intranet Work Request Module: The Internet/Intranet Work Request module provides a fast, easy, and effective way to report maintenance problems Work Requests are easy to initiate and can be entered by anyone with an internet connection and web Browser. SOMAX Web Request runs in a standard Web Browser without the need for plug-ins or third party software. View all active Work Requests and their status from any web connected PC. Work Request Approval Notification via (SMTP) is available. The Work Request module provides an accurate record of the actual response time for every request. Fully Intergrated with all SOMAX Modules. Realtime data from the complete SOMAX System. Approved Work Requests automatically become Work Orders to be performed directly or planned, routed for cost approval, scheduled and tracked through the SOMAX Work Order Module All Rights Reserved Cicero Dr, Suite 100 Alpharetta, GA SOMAX is a registered trademark of

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