QUICK START GUIDE. In this guide. Equipment. Inventory. Tasks. Work Orders 6.0 ORACLE EDITION

Transcription

1 QUICK START GUIDE In this guide Equipment Inventory Tasks Work Orders 6.0 ORACLE EDITION

2 Datastream Systems, Inc. is the sole owner of this documentation and may change this documentation without issuing notice. No person or entity may reproduce or transmit any part of this documentation without written permission from Datastream Systems, Inc Datastream Systems, Inc. All rights reserved. Datastream, iprocure, MP2, Pocket MP2, MP2 Messenger, MP2 PagerLink, MP2 RequestLink, MP2 WebLink, MP5, MP5i, and MaintainIt are trademarks of Datastream Systems, Inc. or its subsidiaries. Adobe and Acrobat are trademarks of Adobe Systems, Inc. Agentry is a trademark of Syclo, LLC. ChartFx is a trademark of Software FX, Inc. Crystal Reports is a trademark of Seagate Software, Inc. DataLIB is a trademark of Everest Enterprises. dbest Barcodes is a trademark of Hallogram Publishing. DynaZip is a trademark of Inner Media. Graphics Server is a trademark of Pinnacle Publishing, Inc. ImageMan is a registered trademark of Data Techniques, Inc. InstallShield is a trademark of InstallShield Corporation. LaserJet is a trademark of Hewlett-Packard Company. Lotus Notes, cc:mail, Lotus 1-2-3, and Symphony are trademarks of Lotus Corporation. NetHASP is a trademark of Aladdin Knowledge Systems Ltd. Netscape Navigator is a trademark of Netscape, Inc. Newton and MessagePad are registered trademarks of Apple Computer, Inc. Novell and GroupWise are registered trademarks of Novell, Inc. OpenExchange is a trademark of FirstPlace Software. ORACLE is a registered trademark of Oracle Corporation. PKZIP and PKUNZIP are registered trademarks of PKWARE, Inc. Platinum is a registered trademark of Advanced Business Microsystems, Inc. ProComm Plus is a trademark of Quarterdeck, Inc. QuattroPro and Paradox are registered trademarks of Corel Corporation. Sentinel Driver and Rainbow Port Driver are trademarks of Rainbow Technologies, Inc. Symbol is a trademark of Symbol Technologies, Inc. TRAKKER is a trademark of Intermec, Inc. MailX is a trademark of Terckland Software. UNIX is a registered trademark in the United States and other countries, licensed exclusively through X/Open Company Limited. Windows NT, Windows 95, SQL Server, Internet Explorer, MS Exchange, Excel, Word, Project and Access are trademarks of Microsoft Corporation. WinFax is a trademark of Symantec, Inc. Wonderware is a registered trademark and NetDDE and Wonderware InTouch are trademarks of Wonderware Corporation. All other brand names and product names mentioned in this document and in this software are trademarks, registered trademarks, or service marks of their respective owners. Datastream Systems, Inc. 50 Datastream Plaza Greenville, SC Printed in the United States of America. May 2000 MP2 Enterprise 6.0 Oracle Quick Start Guide Rev. C

3 CUSTOMER SERVICES IN THIS SECTION! Technical Support! Consulting! Datastream Offices! Datastream Internet Addresses! Training! Billing Questions! Software Returns III

4 Technical Support Datastream s technical support analysts can assist you over the telephone with your software. When your TechSupport Subscription expires, you may renew it with Datastream. A standard Bronze TechSupport Subscription provides you with the following services.! Telephone Support Datastream toll-free telephone support is available 24 hours a day, 365 days a year by calling The technical support fax number is If you are not in the United States, call to get the toll-free number for your country.! Remote Support (Meeting Center) Datastream s technical support representatives access the customer s computer system via a web address for problem diagnosis and correction. The customer must have access to the Internet before this service can be applied.! Software Updates Datastream notifies all supported customers of software updates including problem corrections and/or product enhancements. This service includes same-platform changes only. If custom work is involved, customers need to contact the Datastream Custom Department prior to upgrading their software.! Internet Access to Technical Support Questions about Datastream software may be submitted via to [email protected]. Customers can use Datastream s website, to access product information and the company newsletter and to request product enhancements and fixes.! Online Datastream Web Analyst This web-based diagnostic tool is available via the Datastream website at This utility allows users to self diagnose problems using a decision tree based on the Datastream Support Knowledge Base. Support incidents may also be created through this utility. To renew your TechSupport subscription or to upgrade your subscription to Gold, Platinum, or Platinum Plus, call Datastream and ask for Support Sales. Refer to Datastream Offices later in this section. Important: Datastream provides telephone assistance but cannot guarantee data recovery or provide data reentry if your data is corrupt. Back up all data to prevent loss. Consulting Datastream s Professional Services Group consists of maintenance professionals who will consult with you on site. They can help you set up and implement your new software and then prepare your employees to operate the software efficiently. For more information about Datastream s consulting services, contact your Datastream Sales Representative. Refer to Datastream Offices or Datastream Internet Addresses later in this section. IV CUSTOMER SERVICES

5 Datastream Offices U.S. Corporate Datastream Systems, Inc. 50 Datastream Plaza Greenville, SC USA Phone: Fax: Argentina Datastream-Computec Humberto Primo 151 C1103ACC Buenos Aires Argentina Phone: 54 (11) Fax: 54 (11) Australia Datastream Systems Pty Ltd. Yamco House Level 1 56 Little Edward Street Spring Hill, QLD 4000 Australia Phone: Fax: Brazil Datastream Systems Do Brasil Ltda R. Arizona Cj.4A Sao Paulo, SP Phone: Fax: China Datastream Systems China 1109 Pudong Holiday Inn #899 Dong Fang Road, Pudong Shanghai, P.R.C. China Phone: Fax: France Datastream SA Paris (sales & headquarters) ZAC des Deux Gares 34 Avenue Franklin Roosevelt Suresnes France Phone: 33 (0) Fax: 33 (0) Germany Datastream Systems GmbH & Co. KG Munich (headquarters) Scherbaumstraße München Germany Phone: 49 (0) Fax: 49 (0) Japan Datastream Systems, Inc. 602 Bureau Ichibancho 4-22 Ichibancho Chiyoda-ku,Tokyo Japan Phone: Fax: Mexico Datastream Systems de México Paseo de la Reforma 408 1p Col Juarez C.P México D.F. México Phone: 52 (5) Fax: 52 (5) Singapore Datastream-SIS Pte Ltd. 315 Alexandra Road #05-03 Performance Centre Singapore Phone: Fax: The Netherlands Datastream Systems B.V. Groothandelsgebouw, Entrance E Conradstraat AP Rotterdam The Netherlands Phone: 31 (0) Fax: 31 (0) United Kingdom Datastream Systems (UK) Ltd. First Floor 10 Stoke Gardens Slough Berkshire SL1 3QQ England Phone: 44 (0) Fax: 44 (0) CUSTOMER SERVICES V

6 Datastream Internet Addresses Training Contact Datastream Systems via the following Internet addresses.! Support Sales Training Documentation World Wide Web Datastream offers a full range of programs at our training centers in Greenville, SC; Irvine, CA; Chicago, IL; Woodbridge, NJ; and Dallas, TX. Datastream also offers regional training classes throughout the year at various international locations including the United States, Canada, and Mexico. For more information about Datastream s training services, visit the Training website at or contact your Datastream Sales Representative. Refer to Datastream Offices or Datastream Internet Addresses later in this section. Billing Questions Call Datastream and ask for Accounts Receivable if you have questions regarding your invoice. Refer to Datastream Offices earlier in this section. Unless you have previously negotiated other payment terms, Datastream must receive payment within 30 days of your receipt of the software and documentation. Datastream charges accounts that are not paid within 30 days an interest rate of 1.5% per month. Accounts left unpaid after 60 days are not eligible for technical support until the account is settled. Software Returns Datastream s software is backed by a thirty- (30) day money back guarantee. You may return the software for a full refund within thirty (30) days of purchase. Equipment returns may be subject to a restocking fee. Contact your Datastream Sales Representative for more information. Refer to Datastream Offices or Datastream Internet Addresses earlier in this section. VI CUSTOMER SERVICES

7 CONTENTS 1! Introduction...1 2! Equipment...3 3! Inventory...5 4! Tasks...7 5! Work Orders Generating Work Orders...12 Creating Work Order Records...13 Printing Work Orders...15 Printing Individual Work Orders...15 Printing Multiple Work Orders...15 Updating Information Before Closing...16 Closing Work Orders...17 Closing Individual Work Orders...18 Closing Multiple Work Orders...18 Index VII

8 1! INTRODUCTION The MP2 Quick Start Guide leads you through key MP2 procedures so you can immediately begin to take advantage of the power of MP2. First, enter equipment records for the pieces of equipment on which to perform maintenance and enter inventory records for any necessary parts. Then, for your scheduled jobs, enter task records. Next, automatically generate work orders for the preventive maintenance (scheduled) tasks or manually create work orders for emergency work, and then print the work orders. Once the maintenance personnel completes the work, update the work order information, and then close the work orders to history. IN THIS GUIDE! Equipment! Inventory! Tasks! Work Orders 1

9 2! EQUIPMENT In MP2, the term equipment refers to any object on which you track maintenance. Equipment may be production related (presses, injection molders, etc.) or non-production related (air-handling units, vehicles, etc.). Equipment may also be any of the subassemblies, or components, of larger equipment. You may create an equipment record for a boiler system, and you may create another equipment record for the pump on that boiler system. You can even create an equipment record for the motor on that boiler system pump. This hierarchy helps better organize your MP2 equipment records by keeping a separate history and by tracking costs for each component. Follow these steps when creating equipment records. 1 Choose Activities Equipment Equipment from the menu bar. MP2 displays the Equipment form. 2 Click the Record View tab. MP2 displays the Record View page. 3

10 Tip: 3 Click at the top of the form to insert a new record. MP2 creates an equipment record and populates Site with your home site. 4 Enter a unique code identifying the equipment in the Equipment No. field, and then enter a description of the equipment in the adjacent field. Equipment No. is a required field. Datastream recommends entering only letters, numbers, and hyphens in required fields. 4 2! EQUIPMENT

11 3! INVENTORY Create inventory records for all of the facility s maintenance parts. MP2 tracks inventory items, including usage, quantities in multiple locations and sites, substitute items, vendors, and reorder points. Follow these steps when creating inventory records. 1 Choose Activities Inventory Inventory from the menu bar. MP2 displays the Inventory form. 2 Click the Record View tab. MP2 displays the Record View page. 3 Click at the top of the form to insert a new record. MP2 creates an inventory item record. 4 Enter a unique code identifying the item in the Item No. field, and then enter a description of the item in the adjacent field. 5

12 Tip: Item No. is a required field. Datastream recommends entering only letters, numbers, and hyphens in required fields. 5 Click the Stock tab in the lower half of the page. MP2 displays the Stock sub-page. 6 Enter the code identifying the warehouse storing the item in the Warehouse field. 7 Enter the code identifying the stock location in the Location field. 8 Enter the number of items at this location in the Qty on Hand field. MP2 displays the Inventory Item Cost dialog box. 9 Enter the cost in the Adjusted Unit Cost field, and then click OK. If you entered a new stock location, MP2 displays a message asking if you want to add this location. Click Yes. MP2 returns to the inventory item record. 6 3! INVENTORY

13 4! TASKS Task records provide information on the facility s repetitive maintenance tasks, including the frequency with which you should repeat each task. Schedule repetitive tasks by meter reading, date, or both. When the equipment reaches the scheduled meter reading and/or the current date equals the due date for the task, MP2 generates a work order. Follow these steps when creating task records. 1 Choose Activities Tasks Tasks from the menu bar. MP2 displays the Tasks form. 2 Click the Schedule tab. MP2 displays the Schedule page. 3 Click at the top of the form to insert a new record. MP2 creates a task record and populates Site with your home site. 4 Enter a unique code identifying the task in the Task No. field, and then enter a description of the task in the adjacent field. 7

14 Tip: Task No. is a required field. Datastream recommends entering only letters, numbers, and hyphens in required fields. 5 Choose one of these options.! Equipment-based task Click in the Equipment No. field. MP2 displays the equipment lookup table. Select the appropriate equipment record, and then click. MP2 copies the information to the bottom of the lookup table. Click OK. MP2 returns the equipment to the task record.! Location-based task Click in the Location, Sub-location 1, Sub-location 2, or Sub-location 3 field. MP2 displays the locations lookup table. Select the appropriate location or sub-location, and then click OK. MP2 returns the location or sub-location to the task record. 6 Schedule the task by selecting the equipment or location to schedule, and then by choosing one of these options. Option Date Meter Meter and Date Procedure Click the Scheduling by Date tab, and then enter the task frequency in Perform Every. Select the Schedule Type. Refer to the table below for descriptions. Enter the next date to generate a work order for the task in Next Due Date. Click the Scheduling by Meter tab, enter the code identifying the meter by which to schedule in Meter Name, and then enter the meter frequency for the task in Perform Every. Enter the current meter reading in Last Performed At. Click the Scheduling by Date tab, and then enter the task frequency in Perform Every. Select Floating for the Schedule Type. Enter the next date to generate a work order for the task in Next Due Date. Click the Scheduling by Meter tab, enter the code identifying the meter by which to schedule in Meter Name, and then enter the meter frequency for the task in Perform Every. Enter the current meter reading in Last Performed At. 8 4! TASKS

15 Schedule Type Floating Fixed Duplicates Description MP2 generates work orders according to the specified frequency and schedules the Next Due Date when you close the work order. When you close the work order, MP2 adds the day to the close date and then schedules the Next Due Date for that date. If you schedule the task by meter, MP2 adds the meter frequency to the meter reading on the closed work order and then schedules the next work order when the equipment reaches the designated meter reading. MP2 does not generate a floating task if you do not close the previous work order by the Next Due Date or meter reading. MP2 generates work orders and schedules the Next Due Date according to the specified frequency. For example, suppose a task s frequency is every month and MP2 generates a work order for the task on March 1 st. If you close the work order on March 20 th, MP2 generates the next work order on April 1 st. MP2 does not generate a work order if you do not close the previous work order by the Next Due Date. MP2 generates a work order each time it reaches the Next Due Date, even if an open work order for the task exists. Thus, with duplicate scheduling, you can have two open work orders for the same task on the same equipment. 4! TASKS 9

16 5! WORK ORDERS Generate work orders for scheduled maintenance work or manually create work orders for emergency maintenance or repair, and then print work orders for reference when performing the work. After completing the work, update labor hours, parts, and comments, and then close the work order. MP2 transfers the information to work order history and updates all relevant equipment and task records. IN THIS CHAPTER! Generating Work Orders! Creating Work Order Records! Printing Work Orders! Updating Information Before Closing! Closing Work Orders 11

17 Generating Work Orders Generate work orders for scheduled tasks and for equipment with readings outside statistical predictive maintenance (SPM) limits. In addition to printing generated work orders, you can also print Ready or Hold work orders, which includes approved on-site requests. When generating work orders for scheduled tasks, generate with the same frequency as the minimum frequency task. For example, if the shortest frequency task is 7 days, generate work orders at 7-day intervals. If the shortest frequency task is 7 days and you generate work orders only every 30 days, MP2 generates only one of the 7-day frequency work orders for the 30-day interval. Refer to Chapter 4: Tasks for more information on task scheduling. MP2 does not generate work orders for tasks that require more parts or labor resources than are available. MP2 displays the shortages for you to view or print. Make the corrections as necessary, and then regenerate. However, if you select to preview work orders before releasing them, you can generate work orders with parts or labor shortages. MP2 releases all selected work orders, despite parts or labor shortages. Follow these steps when generating work orders. 1 Choose Activities Work Orders Generate Work Orders from the menu bar. MP2 displays the Generate Work Orders dialog box. 2 Enter the date through which to generate work orders in the Generate Through field. 3 Select one or more work order creation options under Create Work Orders For. 4 Select Print Work Orders after Generating Them to print work orders immediately after generation. 5 Click Generate. MP2 displays a message indicating that the generation process may take several minutes. 12 5! WORK ORDERS

18 6 Click Yes. MP2 generates the work orders and displays a confirmation. 7 Click OK. MP2 displays the Print Generated Work Orders dialog box. 8 Select the print option, and then click OK. MP2 displays the print dialog box. 9 Click OK. MP2 prints the work order(s). Creating Work Order Records Manually create work orders for emergency or on-the-fly work on equipment or work at a certain location. Enter only basic information about the work when initially creating the work order. Then, after printing the work order and after completing the work, add additional information about labor, parts, etc. Follow these steps when creating work order records. 1 Choose Activities Work Orders Work Orders from the menu bar. MP2 displays the Work Orders form. 2 Click the Record View tab. MP2 displays the Record View page. 3 Click at the top of the form to insert a new record. MP2 creates a work order record and automatically populates Site with your home site. 4 Enter a unique code identifying the work order in the WO No. field or press ENTER to automatically assign the next incremented work order number. Tip: WO No. is a required field. Datastream recommends entering only letters, numbers, and hyphens in required fields. 5 Enter a brief description of the work in the Description field. 6 Click in the WO Type field. MP2 displays the work order types lookup table. 5! WORK ORDERS 13

19 7 Select the code identifying the type of work, and then click OK. MP2 returns the work order type to the work order record. 8 Click the Equipment and Details tab. MP2 displays the Equipment and Details page. 9 Choose one of these options.! Equipment-based work order Click in the Equipment No. field. MP2 displays the equipment lookup table. Select the appropriate equipment record, and then click. MP2 copies the information to the bottom of the lookup table. Click OK. MP2 returns the equipment to the work order record.! Location-based work order Click in the Location, Sub-location 1, Sublocation 2, or Sub-location 3 field. MP2 displays the locations lookup table. Select the appropriate location or sub-location, and then click OK. MP2 returns the location or sub-location to the work order record. Printing Work Orders Print work orders automatically after generating them, or print individual or multiple work orders manually after creating them. Refer to Generating Work Orders earlier in this chapter for information on printing work orders following generation. Printing Individual Work Orders Print work orders individually when necessary. Follow these steps when printing individual work orders. 1 Choose Activities Work Orders Work Orders from the menu bar. MP2 displays the Work Orders form. 2 Locate the work order to print, and then choose one of these options. 14 5! WORK ORDERS

20 ! Print basic work order information Choose Print Work Order (Short Form) from the options menu.! Print detailed work order information Choose Print Work Order (Long Form) from the options menu. MP2 displays the Work Order print dialog box. 3 Click OK. MP2 prints the work order. Printing Multiple Work Orders Print multiple work orders to save time. Follow these steps when printing multiple work orders. 1 Choose Activities Work Orders Work Orders from the menu bar. MP2 displays the Work Orders form. 2 Click the Record View tab. MP2 displays the Record View page. 3 Select Select for Printing for each work order to print. Tip: Click to view the next work order, or click to find a specific work order. 4 Choose one of these options.! Print basic work order information Choose Activities Work Orders Print Work Orders (Short Format) from the menu bar.! Print detailed work order information Choose Activities Work Orders Print Work Orders (Long Format) from the menu bar. MP2 displays the Work Order print dialog box. 5 Click OK. MP2 prints the selected work orders and displays a message asking if you want to unselect work orders for printing. 6 Click Yes. MP2 unselects the work orders for printing. Updating Information Before Closing Once employees complete the work, the next step is to update information, before closing the work order. Enter information, such as labor hours, actual parts used, and comments for one equipment or location at a time. When you select an equipment or location, MP2 displays the labor, parts, and comments for it. This information may differ for each equipment and/or location. Follow these steps when updating information before closing. 1 Choose Activities Work Orders Quick Work Order Update from the menu bar. MP2 displays the Quick Work Order Update form. 5! WORK ORDERS 15

21 2 Click in the WO No. field. MP2 displays the work order lookup table. 3 Select the work order to update, and then click OK. MP2 returns the work order number to the Quick Work Order Update form. 4 Select the equipment or location to update. 5 Enter the number of regular hours and overtime hours each employee spent on the work in the Regular Hours and Overtime Hours fields, respectively. If the employee worked overtime, enter, in the Overtime Factor field, the factor (such as 1.5 for time-and-a-half) by which to multiply the overtime hours. If a work order contains more than one equipment, divide the cost of employee labor equally between each. Select the employee or vendor, and then click Divide. 6 Enter the quantity of each part used for the work order in the Qty Used field. 16 5! WORK ORDERS

22 If you have entered a stock site/location for the item, but you have not entered a cost for the item, MP2 displays the Tracking Transactions dialog box. Enter your employee code, and then click OK. MP2 displays the Item Cost Information dialog box, prompting you for the cost. Enter the Unit Cost, and then click OK. If you have not entered a quantity for the item, MP2 displays a message indicating that there is an insufficient quantity on hand. If you allow negative quantities on hand and click Yes, MP2 enters the negative value for Qty on Hand. If you have not entered a stock site/location for the item, MP2 displays the Tracking Transactions dialog box. Enter your employee code, and then click OK. MP2 displays the Item Cost Information dialog box, prompting you for the cost. Enter the Unit Cost, and then click OK. If you have not entered a quantity for the item, MP2 displays a message indicating that the item is not currently in stock and asks if you want to use it. If you allow negative quantities on hand and click Yes, MP2 inserts a stock location of UNKNOWN for the item and enters the negative value for Qty on Hand. 7 Add or update comments in the Comments area. Copy the comments from one equipment on a work order to all of the other equipment on the work order by first displaying the comments to copy and then by clicking Copy. 8 Choose one of these options.! Click to close the form and save the changes to the work order.! Click Next WO No. to update another work order. MP2 displays a message asking whether to close the current work order. 9 Choose one of these options.! Click Yes to close the work order and save it to history.! Click No to update the work order and continue adding closing information. Closing Work Orders Close work orders after employees complete the work and after you update any necessary information. MP2 completes these procedures when closing work orders.! Transfers the information to history.! Updates Date Last Performed and Next Due Date on the task record if you generated the work order from a task with a Schedule Type of Floating or Fixed.! Updates the meter information on the equipment and task records.! Updates material and labor costs on the equipment record. 5! WORK ORDERS 17

23 Closing Individual Work Orders Close work orders one at a time when necessary. Follow these steps when closing individual work orders. 1 Choose Activities Work Orders Work Orders from the menu bar. MP2 displays the Work Orders form. 2 Locate the work order to close, and then choose Close Current Work Order from the options menu. MP2 displays a message asking whether to close the current work order. 3 Click Yes. MP2 closes the work order. Closing Multiple Work Orders Close multiple work orders simultaneously. Follow these steps when closing multiple work orders. 1 Choose Activities Work Orders Work Orders from the menu bar. MP2 displays the Work Orders form. 2 Click the Record View tab. MP2 displays the Record View page. 3 Status Select Completed for each work order to close. 4 Choose Activities Work Orders Close Work Orders from the menu bar. MP2 displays the Select Date Range dialog box. 5 From Date and To Date Enter the date range for which to close work orders. 6 Click OK. MP2 displays the Select Sites dialog box. 7 Select the site(s) for which to close work orders, and then click OK. MP2 displays a message indicating the number of work orders closed. 8 Click OK. MP2 returns to the main window. 18 5! WORK ORDERS

24 INDEX C close work orders individual, 18 multiple, 18 comments, work orders, 17 costs, item, 6 D descriptions equipment, 4 items, 5 tasks, 8 work orders, 14 duplicate tasks, 9 E employee labor hours, 16 equipment creating records, 3 definition, 3 descriptions, 4 sites, 4 tasks, 8 work orders, 14 F fixed tasks, 9 floating tasks, 9 G generate work orders, 12 Generate Work Orders dialog box Options page, 12 H hours, work orders, 16 I inventory costs, 6 creating records, 5 locations, 6 quantities on hand, 6 warehouses, 6 work orders, 17 items. See inventory L labor hours, 16 locations inventory, 6 tasks, 8 work orders, 14 P parts. See inventory print work orders immediately after generation, 12 individual, 15 multiple, 15 Q quantities on hand, 6 quick entry, work orders, 16 19

25 S schedule types, 9 sites equipment, 4 tasks, 7 work orders, 13 stock. See inventory T tasks creating records, 7 descriptions, 8 equipment, 8 locations, 8 scheduling, 9 sites, 7 W warehouses, 6 work orders closing individual, 18 multiple, 18 comments, 17 creating records, 13 descriptions, 14 emergency, 13 equipment, 14 generating, 12 labor hours, 16 locations, 14 parts used, 17 printing immediately after generation, 12 individual, 15 multiple, 15 quick update, 16 repetitive, 12 sites, INDEX