B2W Maintain. Setup and Preventive Maintenance

Transcription

1 B2W Maintain Setup and Preventive Maintenance

2 Session Contents B2W Maintain - Setup and Preventive Maintenance : Learning About Maintenance Categories : Learning About Equipment Level Enhancements : Learning About the Parts List : Creating a Maintenance Program : Putting a Maintenance Program to Work Post-Session Steps Page 1

3 B2W Maintain: Setup and Preventive Maintenance Objective This session is the first of a two-part series designed to introduce you to the newest module within the product suite, B2W Maintain. Here you ll take part in hands-on exercises that demonstrate the process of setting up a database for a successful Maintenance implementation, including examples of best practices for using all-new categories such as maintenance request types, priorities, work order priorities, problem codes, action codes, and failure codes. You ll also learn about a wide variety of equipment level enhancements designed to facilitate your maintenance and repair procedures. Finally, you ll perform a series of exercises that show you how to create and manage a parts list, and will take part in demonstrations centered on the process of setting up preventive maintenance programs for your equipment records. Attend this session to ensure your Maintenance implementation process is a complete success! The following areas will be covered: 1. Setting Up New Categories for B2W Maintain 2. Equipment Enhancements For Maintenance Operations 3. Managing a Parts List 4. Setting Up Preventive Maintenance Programs 5. Applying a Preventive Maintenance Program to Equipment Pre-Session Steps Before beginning this session, you must first reset the B2W database on your session workstation. Please complete the following steps prior to beginning this session: On your workstation desktop, double-click the Reset Session Databases icon and wait for the DOS window to appear. This step returns the B2W database to its original state, wiping out changes made by the previous user. Page 2

4 1: Learning About Maintenance Categories The B2W Operational Suite provides categories that you can use to organize and classify certain types of data structures. Many of these categories apply directly to B2W Maintain. For example, there are certain categories that you need to work with when you set up maintenance programs. In this exercise we ll introduce some of these categories and go through the process of setting up some categories. Exercise 1: Learning About Maintenance Categories A. To begin, we re going to explore three categories Maintenance Request Type, Maintenance Request Priority, and Maintenance Problem Code that help define maintenance requests. From the B2W ONE Home Page, click View Maintenance Requests. Page 3

5 B. Click New Request. This opens a New Maintenance Request page. Right now we re just exploring the Type and Priority dropdown menus to see what s there before we make some changes. Next, click the Setup icon. C. On the Setup page, click Categories. Page 4

6 D. On the Category Listing page, click on the View dropdown menu. Many of the categories in this menu deal with B2W Maintain. We re going to add new categories to the Type and Priority menus we just examined. E. First, Select Maintenance Request Type from the menu and click Create New Category. F. Create a new category named Summer and select Preventative as the Request Classification Type, then click Save. Page 5

7 G. Now we ll make a new Priority. On the Category Listing page, select Maintenance Request Priority from the View dropdown. This takes you to the Category Listing page for Maintenance Request Priority categories. Note the three categories, their associated colors and their display order. Click Create New Category. H. On the New Category page, type Emergency in the Name field. Locate the Associated Color dropdown and select Orange. Click Save and then View Category List. Page 6

8 I. The Category Listing page displays our new category and its associated color. Note the Display Order column. These numbers represent the order in which the priorities will appear on the New Maintenance Request page. We re going to change the order. Order: Select 1 for Emergency, 2 for High, 3 for Medium, and 4 for Low. J. Let s go back to the B2W Maintain area. Click Maintain on the B2W navigation bar, which will take you back to the Requests tab. Click New Request. On the New Request page, explore the Type and Priority dropdown menus to see the new categories we ve added. K. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page in preparation for the next exercise. Page 7

9 2: Learning About Equipment Level Enhancements Equipment exists as a type of resource in all modules of the B2W Operational Suite. However, you ll find in B2W Maintain that the enhanced equipment records can display vast amounts of additional data. This easily accessible information can help at every level of your organization. There s everything from technical information for those who deal with the nuts and bolts of your equipment, to financial information for those who need to make long range plans. This exercise will provide an overview of the Equipment records kept by B2W Maintain. Exercise 2: Learning About Equipment Level Enhancements A. First we re going to take a brief look at Equipment records in the Resources area. From the B2W ONE Home Page, click the Resources icon. B. On the Resources page, click Equipment to access the Equipment page. Page 8

10 C. Let s examine a specific piece of equipment. Type CE001, the ID for a CAT 550 Excavator, in the Search field then click Search. CAT 550 Excavator with CE001 as its ID should be the only item under the Owned Equipment heading. Click CAT 550 Excavator. This takes you to the Equipment View page for the excavator. Note that the Equipment View page displays General Information, Tags, and Events for the selected piece of equipment. D. Now click Maintain in the B2W navigation bar and click the Equipment Tab. Let s compare the Equipment view in the Resources area with the way B2W Maintain displays equipment. Type CE001 in the search box at the top of the Equipment tab s list pane. CE001 [CAT 550 Excavator] appears in the details pane on the right. Page 9

11 E. In addition to the general information that appears on the Equipment View page, B2W Maintain also includes equipment and component specifications, file attachments, financials, meters, parts, programs, and history. Your instructor will explore these areas with you. F. Now turn your attention to the Equipment list pane at the left of the Equipment pane. Delete CE001 from the search field to reveal the full equipment list. B2W Software provides a CSV Resource Import add-in that enables you to import your existing equipment information. However, you might need to add a piece of equipment manually. To do this, click New Equipment at the top of the list pane. G. This displays the New Equipment page where you can manually enter information for a new piece of equipment. There are only five required fields, marked with red asterisks. They are Description, ID, Business Unit, Mobility Type, and Ownership Type. All other fields are optional; you can complete them if desired. When you create a new piece of equipment, it is also listed in the Equipment Listing in the Resources area. Note that only the basic equipment information will be listed in the Resources area. Page 10

12 H. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page in preparation for the next exercise. Page 11

13 3: Learning About the Parts List Like equipment, parts also exist as a type of resource. With the Parts tab in B2W Maintain, this information is close at hand. Also, in B2W Maintain, you can add attachments such as schematics or photographs to a part. To simplify your initial setup, you can import your existing parts list with the CSV Resource Import add-in provided by B2W Software. This exercise will provide a brief introduction to Parts records in B2W Maintain. Exercise 3: Learning About the Parts List A. From the B2W ONE Home Page, click Maintain in the B2W navigation bar. Page 12

14 B. In the Maintain area, click the Parts tab. C. Note that the Parts details pane displays the same information that appears on the Part View page in the Resources area. The difference is that you can add attachments when working on the Parts tab. Click New Attachment. D. In the New Attachment dialog box you can browse to the file you want to attach. You can also add a description of the attachment. For now, click Cancel to close the dialog box. Page 13

15 E. Although you ll probably choose to import most of your parts data using the CSV Resources Import add-in, there may be times when you need to enter a part manually. To start this procedure, click Add Part at the top of the list pane at the right of the Parts tab. This takes you to the New Part page. F. Required fields are marked with asterisks; you can complete the optional fields as necessary. Note that when you create a new part on the Parts tab, it will also appear when you view parts in the Resources area. G. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page in preparation for the next exercise. Page 14

16 4: Creating a Maintenance Program You can create, view, and edit maintenance programs for your equipment on the Programs tab. These programs generate maintenance requests automatically. With this capability, you can schedule routine and preventive maintenance to maximize productivity of your equipment. In this exercise we will examine a program designed to ensure that maintenance is performed in compliance with a manufacturer s warranty. Exercise 4: Creating a Maintenance Program A. From the B2W ONE Home Page, click Maintain in the B2W navigation bar. B. In the Maintain area, click the Programs tab. If not already selected, find program ID 1000, Excavator Maintenance Program. Your instructor will now introduce the components of each item in the program Details, Intervals, Exclusions, Hours, and Parts and will review the five items defined for this program. Page 15

17 C. Now we ll create a very simple one-item maintenance program to give you a feel for the process. To begin, click New Maintenance Program at the top of the list pane of the Programs tab. Enter the information shown below. D. Now click Add Item and enter the information shown below then click Save. Page 16

18 E. Next, expand the Intervals heading and click Add Interval. This is where you define the amount of time that passes or some other criteria like miles or hours put against a machine before this work item is performed again. F. Complete the Add Interval dialog box as shown below. We re creating a meter based interval using an hour meter. The work item will be scheduled every 50 hours of run time and the request will be generated when the meter reading shows 40 hours 10 hours before the scheduled interval. Finally, by selecting Planned Completion Reading, we re choosing to keep scheduling this task every 50 hours, even if it s performed early or late. Click Save when you re done. Page 17

19 G. Next, expand the Hours heading and click Add Hours. This is where you define the amount of time it will take to perform the work item. H. Fill in the Add Hours dialog box as shown below then click Save, then click Save on the New Maintenance Program page. Page 18

20 I. You have now completed a one-item program. Typically a program will be made up of more items, like the Excavator program discussed earlier. Note, however, that you can come back and edit the program. J. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page in preparation for the next exercise. Page 19

21 5: Putting a Maintenance Program to Work Now it s time to put a maintenance program to work. To do this, you need to explicitly connect a piece of equipment to the program. In this exercise we ll see how that s done. Exercise 5: Putting a Maintenance Program to Work A. From the B2W ONE Home Page, click Maintain in the B2W navigation bar. B. In the Maintain area, click the Equipment tab. In the search field, type CE001 to select the CAT 550 Excavator. Page 20

22 C. We re going to link this CAT 550 to our Excavator program. Because this program is meter-based, first we have to add a meter to our excavator. Expand the Meters header and click New Meter. D. This opens the New Meter dialog box. Fill in the fields as shown below then click Save. Page 21

23 E. Click Edit at the top right of the Equipment details pane to access the Edit Equipment page. Scroll down the page, expand the Programs header and click Add Program. F. In the Add Program dialog box, select Excavator Maintenance Program, then click Next. Page 22

24 G. The Add Program dialog box now displays a summary of the program. Click Save in the dialog box and then click Save at the bottom of the Edit Equipment page. H. CAT 550 Excavator, ID CE001, is now linked to the Excavator Maintenance Program. Page 23

25 I. The Excavator Maintenance Program is set up to generate maintenance requests based on readings from the Hour Meter on the CAT 550 Excavator. These readings are entered on equipment logs. To log hours for this CAT 550, click Equipment Logs at the top of the Equipment list pane as shown above. This will open the Equipment Logs dialog box. J. In the New Equipment Log dialog box, enter CE001 in the Equipment field for our excavator. In the Meter field, select CAT 550 Run Time from the drop down. Enter the number of hours recorded on the hour meter in the New Reading field. Select the date of the reading in the Date field. Page 24

26 K. In a real-world situation you would most likely be entering more meter readings, in which case you would click the green check mark at the end of the row to create a new blank row for the next reading. In this case, click Save. L. This opens the Equipment Logs dialog box. You can review the readings you just entered and edit or delete them. When you are satisfied with the logs, click Done. M. The hours logged for this CAT 550 will trigger maintenance requests for the items defined in the program. For example, when 90 hours are logged for this CAT 550, the program will automatically generate a maintenance request for the Excavator 100 Hour Service item in the Excavator Maintenance Program. N. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page. Page 25

27 Post-Session Steps Shutting Down B2W Close any open B2W windows, and any other open applications. On the desktop of your session workstation, double-click the Reset Session Databases icon and wait for the DOS window to disappear. This step returns your databases to their original states, resetting the workstation for the next user. Session Summary In this session, you learned about the following topics: Setting Up New Categories for B2W Maintain Equipment Enhancements For Maintenance Operations Managing a Parts List Setting Up Preventive Maintenance Programs Applying a Preventive Maintenance Program to Equipment Please Note: Electronic copies of all documentation are available for download at: Page 26

28 NOTES... Sales: (800) Support: (888)

29 NOTES... Sales: (800) Support: (888)

30 NOTES... Sales: (800) Support: (888)

31 NOTES... Sales: (800) Support: (888)

32 MAINTAIN Maintain Equipment Maintenance & Repair Element ESTIMATE Estimate Estimating & Bidding Element Your equipment is either making you money or costing you money. B2W Maintain keeps your revenue producing equipment on the job by minimizing unplanned downtime and optimizing production. How? By facilitating communication about equipment maintenance and repair between the shop and field; tracking information about utilization and costs; coordinating proactive preventive maintenance programs; enabling planning and tracking of maintenance activities in the field and in the shop; and providing information for strategic fleet planning and budgeting. DISPATCH Dispatch Resource Planning & Dispatching Element TRACK Track Field Tracking & Analysis Element MAINTAIN Maintain Equipment Maintenance & Repair Element View all open work orders with their priority levels, and type of work required. Founded in 1993, B2W Software is a provider of enterprise-class construction solutions for the heavy construction industry. For more information, visit or contact B2W Software Sales at (800) Submit repair requests directly from the field using the Repair Requests tab in B2W Track. Plus, when equipment is scheduled for maintenance or a repair, its status is automatically flagged and updated in B2W Dispatch.