Ellipse Training Course Catalogue 8.3

Transcription

1 Ellipse Training Course Catalogue 8.3

2 Copyright 2015 ABB All Rights Reserved Confidential and Proprietary Thursday, 20 August 2015 Legal Disclaimer The product described in this documentation may be connected to, and/or communicate information and data via, a network interface, which should be connected to a secure network. It is your sole responsibility to ensure a secure connection to the network and to establish and maintain appropriate measures (such as but not limited to the installation of firewalls, application of authentication measures, encryption of data, installation of antivirus programs, etc.) to protect the product, the network, your systems, and the interface against any kind of security breach, unauthorised access, interference, intrusion, leakage, damage, or corruption or theft of data. We are not liable for damages or losses related to any such security breach, unauthorised access, interference, intrusion, leakage, damage, or corruption or theft of data.

3 Contents Contents Ellipse General Stream... 5 GE-02 - Ellipse Foundation... 6 GE-03 - Ellipse Functional System Administration... 7 Ellipse Finance Stream... 8 FI-00 - Ellipse Financial Familiarisation... 9 FI-01 - Ellipse Financial Accounting Tools...10 FI-02 - Ellipse Management Accounting...11 FI-03 - Ellipse Accounts Payable...12 FI-05 - Ellipse Project Control...13 FI-07 - Ellipse Fixed Assets...14 FI-08 - Ellipse Plan Actual Statistics...15 FI-09 - Ellipse Accounts Receivable...16 FI-11 - Ellipse Labour Costing...17 FI-12 - Ellipse Contracts Management...18 Ellipse Human Resources Stream...19 HR-00 - Ellipse Personnel Familiarisation...20 HR-03 - Ellipse Position Management...21 HR-05 - Ellipse Training Management...22 HR-06 - Ellipse Recruitment Management...23 HR-07 - Ellipse Personnel Administration...24 HR-08 - Ellipse Health, Safety, Social Responsibility, and Environment...25 HR-09 - Ellipse Workers Compensation...26 HR-10 - Ellipse Salary Administration...27 Ellipse Payroll Stream...28 PY-00 - Ellipse Payroll Familiarisation...29 PY-02 - Ellipse Time Management...30 PY-05 - Ellipse Payroll Configuration...31 PY-06 - Ellipse Payroll Management...32 PY-08 - Ellipse Employee Self Service...33 Ellipse Maintenance Stream...34 MN-00 - Ellipse Maintenance Familiarisation...35 MN-01 - Ellipse Core Asset Management...36 MN-02 - Ellipse Core Work Management...37 MN-03 - Ellipse Planning and Scheduling...38 MN-04 - Ellipse Customer Work Management...39 MN-05 - Ellipse Equipment Tracing...40 MN-06 - Ellipse Condition Monitoring...41 MN-08 - Ellipse Material Demand Management...42 MN-11 - Inspections, Defects, and Asset Survey Training...43 MN-11 - Inspections, Defects, and Asset Survey...43 Materials Stream...44 ML-00 - Ellipse Materials Familiarisation...45 ML-01 - Ellipse Cataloguing...46 ML-03 - Ellipse Warehouse Processes and Requisitions...47 ML-04 - Ellipse Purchasing...48 ML-06 - Ellipse Disposals Management...49 ML-08 - Ellipse Forward Purchasing Agreements...50 ML-09 - Ellipse Repairable Item Management...51 ML-11 - Ellipse Advanced Warehousing...52 ML-12 - Ellipse Inventory Tracking...53 ML-13 - Ellipse Stocktaking I

4 Contents ML-14 - Ellipse Stocktaking II...55 ML-18 - Ellipse Entitlements...56 Ellipse Technical Stream...57 TE-01 - Ellipse Server Administration...58 Work Planner...60 WP01 - Work Planner Introduction...61 WP-02 - Work Planner Estimate Scheduling...62 Critical Inventory Optimization...63 IO-02 - Ventyx Critical Inventory Optimization

5 Ellipse General Stream 5

6 GE-02 - Ellipse Foundation Course ID: GE-02, Ellipse Ellipse; Stream: General Course Description: To provide participants with an introduction to the Ellipse system, its integration, and key concepts. To provide participants with the skills to navigate, search, and review data within Ellipse and, through practical exercises, the integration of Ellipse across business streams. Prerequisites: 2 days All new Ellipse users. No prior Ellipse knowledge is required, however ERP systems experience is recommended. Modules Included: 3001 General 3620 Work Orders 3870 Position Management 3910 Journals 3140 Stores 3260 Accounts Payable Journal Holding Use the Ellipse Homepage Add Homepage Widgets Use the Ellipse Calendar Use the Ellipse Diary Use the Ellipse Data Navigator Use Excel/Smart Excel within Ellipse Use Notification Messages Identify and use key concepts of Ellipse. 6

7 GE-03 - Ellipse Functional System Administration Course ID: GE-03, Ellipse Ellipse; Stream: General Course Description: The Ellipse Functional System Administration course focuses on the management and configuration settings of the front end of the Ellipse application (technical system administration is addressed in the Technical Training). Prerequisites: 4 days All individuals associated with non-technical system administration, implementation or consulting. Ellipse Foundation Course. Basic understanding of client-server architecture. Familiarity with the Ellipse functional streams and basic objects. Modules Included: General Identify key concepts of Functional System Administration Describe the use of District, System and Warehouse controls and associated table files Maintain Ellipse tables and associated table codes Describe the role of the Functional System Administrator Configure and maintain security profiles and menus Administer MSO and MSQ security Set up and review global and program files Maintain Ellipse Position Management Maintain sign-on profiles for employees Maintain Ellipse devices Manage reports Control reference codes Archive and restore Ellipse data from an extracted archive selection list Perform Functional System Administration within Ellipse. 7

8 Ellipse Finance Stream 8

9 FI-00 - Ellipse Financial Familiarisation Course ID: FI-00, Ellipse Ellipse; Stream: Finance Course Description: The Ellipse Financial Familiarisation course provides participants with conceptual and working knowledge of the financial modules provided by Ellipse. The course is designed for both employees and supervisors, so that both groups know their responsibilities, and the accounting processes. 1 day Those requiring a high-level understanding of the financial functionality of the Ellipse system. Prerequisites: GE-02 - Ellipse Foundation Modules Included: Accounts Payable Work Orders Labour Costing Chart of Accounts Review components in the Chart of Accounts Review costing and accounting transactions Review supplier invoices Describe the integration between Finance and the other Ellipse streams Identify key concepts of Finance and recognise business stream integration within Ellipse. 9

10 FI-01 - Ellipse Financial Accounting Tools Course ID: FI-01, Ellipse Ellipse; Stream: Finance Course Description: The Ellipse Financial Accounting Tools course provides participants with conceptual and working knowledge of Ellipse financial accounting tools. The course is designed for both employees and supervisors, so that both groups know who is responsible for what, and know the accounting processes. 2 days Those individuals responsible for maintaining a chart of accounts, analysing and reconciling accounts, or managing the financial accounting function. Prerequisites: GE-02 - Ellipse Foundation FI-00 Finance Familiarisation Modules Included: Journal Holding Journals Maintain General Ledger Codes Maintain Cost Centres and Cost Centre Segments Maintain Expense Elements and Posting Accounts Maintain User-defined Sub-ledgers and Colloquial Names Maintain Account Code Access Lists Maintain Foreign Currency Exchange Rates Chart of Accounts General Ledger Maintain Basic Journals, Standing Journals, and Tax Journals Process External Interfaces to Ellipse Review and Resolve Accounting Transactions Replicate Accounts in Ellipse Maintain Cost Reallocations and GL Commitments Remeasure Account Balances Maintain reallocation journals Maintain transaction reviews Maintain posted accounting transaction amendments Use Financial Accounting Tools within Ellipse. 10

11 FI-02 - Ellipse Management Accounting Course ID: FI-02, Ellipse Ellipse; Stream: Finance Course Description: Ellipse offers accountants and managers powerful tools to formulate budgets, as well as to analyse and interpret financial data. Trainees will maintain budgets and online review formats. Trainees will also maintain accounts relationships for account summarisation. 2 days Those individuals responsible for creating and maintaining operating budgets, analysing and reporting account balances, or managing the accounting function. Prerequisites: GE-02 - Ellipse Foundation FI-00 - Ellipse Financial Familiarisation FI-01 - Ellipse Financial Accounting Tools Modules Included: Journal Holding Journals 3920 Chart of Accounts 3960 Management Accounting 3980 Plan/Actual Statistics General Ledger Maintain budget types and assumptions Maintain posting accounts and statistics Maintain budget values Understand account relationships Perform online enquiries Maintain multiple currencies and translate account balances Perform month-end and year-end processing Perform Management Accounting within Ellipse. 11

12 FI-03 - Ellipse Accounts Payable Course ID: FI-03, Ellipse 8.3; Stream: Finance Course Description: The Ellipse Accounts Payable course takes trainees through the full accounts payable cycle, from processing and approving invoices to processing payments. 2 days Those individuals responsible for processing invoices, managing the accounts payable function. Prerequisites: GE-02 - Ellipse Foundation FI-00 - Finance Familiarisation Modules Included: 3001 General 3140 Stores FI-01 - Ellipse Financial Accounting Tools 3201 Supplier Information 3210 Purchasing 3260 Accounts Payable 3280 Payment Processing Maintain Bank Accounts Process 1099 Adjustments Maintain Additional Taxes Load, Review, and Modify Invoices Process Automatic Invoices Approve Non-Goods Invoices Maintain and Approve Recurring Payments Maintain Retentions Process Accounts Payable Cheque Payments Generate Bank Reconciliations Perform accounts payable administration within Ellipse. 12

13 FI-05 - Ellipse Project Control Course ID: FI-05, Ellipse Ellipse; Stream: Finance Course Description: Ellipse enables major operational and capital expenditures to be controlled independently of the normal organisational reporting hierarchy. Ellipse Projects support both engineering and accounting requirements. Actual costs, commitments, and budget amounts are automatically accumulated up the project hierarchy. 2 days Those individuals responsible for managing project costs or managing the physical work related to projects. Prerequisites: GE-02 - Ellipse Foundation FI-00 - Finance Familiarisation Modules Included: 3140 Stores 3210 Purchasing FI-02 - Ellipse Management Accounting 3260 Accounts Payable 3620 Work Orders 3660 Project Control 3680 Fixed Assets 3850 Labour Costing Journal Holding Journals 3920 Chart of Accounts 3970 Cost Categories Maintain Cost Categories Maintain Projects Capitalise Projects Maintain Material, Equipment and Resource Requirements Maintain Project Cost Estimates Maintain Joint Venture Details Reallocate Project Costs Review Project Details Review Project Costs Review Project Commitments Perform Project Control within Ellipse. 13

14 FI-07 - Ellipse Fixed Assets Course ID: FI-07, Ellipse Ellipse; Stream: Finance Course Description: Ellipse Fixed Assets functionality provides the tools to control a company s fixed assets and to calculate depreciation for those assets. Trainees will maintain the fixed asset register and sub-assets. Trainees will also create financial transactions related to capitalisation, depreciation, and disposal of assets. 2 days Those individuals responsible for maintaining and reconciling fixed assets or managing the fixed asset function. Prerequisites: GE-02 - Ellipse Foundation FI-00 - Finance Familiarisation FI-01 - Ellipse Financial Accounting Tools Modules Included: 3630 Equipment History and Costing 3680 Fixed Assets Journal Holding Journals 3920 Chart of Accounts Maintain Depreciation Rate Tables Maintain Account Codes for Fixed Assets Maintain Assets on the Fixed Asset Register Maintain Sub-Asset Information Maintain Sub-Asset Valuation Details Manage Fixed Asset Workbench Transactions Revalue and Impair Assets Calculate Depreciation on Fixed Assets Transfer and Retire Fixed Assets Review Fixed Asset Transactions Count Fixed Assets Maintain and reconcile a fixed-assets register within Ellipse. 14

15 FI-08 - Ellipse Plan Actual Statistics Course ID: FI-08, Ellipse Ellipse; Stream: Finance Course Description: The Ellipse Plan Actual Statistics module provides the tools to record and review statistical information that can be used to support General Ledger financial reporting and operational information. Trainees will maintain and review Plan Actual Statistics. 1 day Those individuals responsible for maintaining and reviewing statistical information. Prerequisites: GE-02 - Ellipse Foundation FI-00 - Finance Familiarisation FI-02 - Ellipse Management Accounting Modules Included: Plan Actual Statistics Production Statistics Maintain Plan Actual Statistics Review Plan Actual Statistics Run batches and reports related to Plan Actual Statistics Trainees will be able to maintain and review Plan Actual Statistics within Ellipse and run related reports. 15

16 FI-09 - Ellipse Accounts Receivable Course ID: FI-09, Ellipse Ellipse; Stream: Finance Course Description: The Ellipse Accounts Receivable course takes participants through the full accounts receivable cycle, from the creation of the organisation s customers and raising of invoices, through to the receipt and allocation of payments. Ellipse Accounts Receivable module manages the detail of money owed by an organisation s customers. 3 days Those individuals responsible for applying payments to invoices or managing the accounts receivable function Prerequisites: GE-02 - Ellipse Foundation FI-00 - Finance Familiarisation FI-01 - Ellipse Financial Accounting Tools Modules Included: Customer Information Accounts Receivable Configure, Maintain and Review Customer Information Configure Accounts Receivable Maintain Bank Accounts and Pricing Codes Maintain Consumption Tax Maintain Invoices Process Customer Credits or Corrections to Invoices Process Periodic or Instalment Invoices Process Cash Receipts or Refunds Preview Customer Invoices and Revenue Print Statements Perform accounts receivable administration within Ellipse. 16

17 FI-11 - Ellipse Labour Costing Course ID: FI-11, Ellipse Ellipse; Stream: Finance Course Description: Ellipse Labour Costing allows the most accurate collection of labour and labour-burden costs to be captured for projects and work orders. Trainees will: 1 day maintain labour classifications, as well as labour and burden rates. process labour transactions to projects and work orders for cost accumulation and analysis. Those individuals responsible for processing labour transactions, analysing project and/or work-order costs, and managing the project costing or work-order costing function. Prerequisites: GE-02 - General Foundation FI-00 - Finance Familiarisation FI-05 - Project Control Modules Included: Work Orders Project Control Labour Costing Journal Holding Journals Chart of Accounts Cost Categories Configure Labour Costing Maintain Labour Costing Review Labour Costing Perform labour costing for projects and work orders within Ellipse. 17

18 FI-12 - Ellipse Contracts Management Course ID: FI-12, Ellipse Ellipse; Stream: Finance Course Description: The Ellipse Contracts Management module is designed to support the management and administration of works, service, and supply contracts as well as consultant engagements. Contract types from major construction to minor works and consulting engagements can be administered through the system. These contracts can be lump-sum, schedule-of-rates, or a combination of these. The module consists of online applications to record the contract details, contract items, variations, and valuations from its creation to its completion. 2 days Those individuals responsible for processing contracts and contract invoices or the contract management function. Prerequisites: GE-02 - Ellipse Foundation FI-00 - Finance Familiarisation Modules Included: 338A - Contract Administration Tender Administration Configure Tender Administration Invite Tenders Record Tenderers and Tender Replies Evaluate and Adjust Tenders Review Tenders Configure Contract Administration Maintain Contracts Maintain Contract Variations Maintain Contract Valuations Manage contracts within Ellipse. 18

19 Ellipse Human Resources Stream 19

20 HR-00 - Ellipse Personnel Familiarisation Course ID: HR-00, Ellipse Ellipse; Stream: HR/Payroll Course Description: To provide participants with an introduction to the Ellipse modules which form the Ellipse Human Resources system. Prerequisites: 1/2 day Implementation team members and new end-users responsible for management and administration of personnel records, health and safety records and processes, compensation management and supervision, and training management. GE-02 - Ellipse Foundation Modules Included: Personnel Management and Administration Position Management Resourcing Training Management Performance Appraisals Health, Safety, Social Responsibility, and Environment Workers Compensation State the modules that form the Ellipse Human Resources Management (HRM) system State the purpose of each module in the Ellipse HRM system State the types of data maintained in each HRM module Review employee and non-employee details Understanding of key concepts and components of the Ellipse Human Resources system capabilities. 20

21 HR-03 - Ellipse Position Management Course ID: HR-03, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Position Management course provides participants with the training to use the Ellipse Position Management module to maintain job profiles, primary reporting codes, positions, and hierarchy. 1 day Those individuals responsible for management and administration of personnel records or personnel practitioners. Prerequisites: GE-02 - Ellipse Foundation HR-00 - Ellipse Personnel Familiarisation Modules Included: Position Management Configure Position Requirements Maintain Primary Reporting Codes Maintain Positions Maintain Position Hierarchies Authorise Position Based Transactions Review Positions Review Position Management Perform position management within Ellipse. 21

22 HR-05 - Ellipse Training Management Course ID: HR-05, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Training Management course provides participants with the ability to use the Ellipse Training Management module to manage training courses, sessions, training programs, employee training plans, and attendee details. 1 day Those individuals responsible for management and administration of training records. Prerequisites: GE-02 - Ellipse Foundation HR-00 - Ellipse Personnel Familiarisation Modules Included: Training Management Maintain Training Course Details Maintain Training Session Details Maintain Session Events Maintain Training Programs Create an Employee Training Plan Use Training Employee and Manager Self-Service Applications Maintain Training Course Attendees Maintain Training Results Manage training courses, sessions, and attendee details within Ellipse. 22

23 HR-06 - Ellipse Recruitment Management Course ID: HR-06, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Recruitment Management course provides participants with the training to use the Ellipse Recruitment Management module for recruitment tasks. 1 day Those individuals responsible for recruitment management and supervision. Prerequisites: HR-00 - Ellipse Personnel Familiarisation Modules Included: Recruitment Create and modify a position vacancy Manage applicants Match applicants to requirements and appoint preferred candidate Perform recruitment tasks within Ellipse. 23

24 HR-07 - Ellipse Personnel Administration Course ID: HR-07, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Personnel Administration course provides participants with the training to use the Ellipse Personnel Management & Administration module for personnel management, resourcing (competencies), and performance appraisals. 1 day Those individuals responsible for management and administration of personnel records and personnel practitioners. Prerequisites: GE-02 - Ellipse Foundation HR-00 - Ellipse Personnel Familiarisation Modules Included: Personnel Management and Administration Payroll Management Review and maintain employee and non-employee details Review and maintain personnel details Manage employee status and deployment Maintain employee status history Process and manage the Ellipse personnel database on a daily basis. 24

25 HR-08 - Ellipse Health, Safety, Social Responsibility, and Environment Course ID: HR-08, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Health, Safety, Social Responsibility, and Environment course provides participants with the training to create and maintain records for any kind of related event. You can create risk ratings and perform preventative analyses, and identify immediate and basic causes for events. You can explain automatic corrective action notification messages, and maintain sign-off details. 1 day Those individuals responsible for health, safety, social responsibility, and environment management and supervision. Prerequisites: GE-02 - Ellipse Foundation HR-00 - Ellipse Personnel Familiarisation Modules Included: Health and Safety Event Budgeting and Analysis Environment, Social, and Loss Management Medical and Rehabilitation Management Training Management Work Orders Maintain Events Maintain Loss Information Maintain Event Investigation History Records Maintain Medical and Test Details Maintain Risk Details Maintain Immediate and Basic Cause Details Maintain Preventative Action Details Maintain Sign-Off Information Manage workplace health, safety, social responsibility, and environmental details within Ellipse. 25

26 HR-09 - Ellipse Workers Compensation Course ID: HR-09, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Workers Compensation course provides participants with the training to use the Ellipse Workers Compensation module to manage and administer workers compensation tasks. 1 day Those individuals responsible for workers compensation management and supervision. Prerequisites: GE-02 - Ellipse Foundation HR-00 - Ellipse Personnel Familiarisation Modules Included: Workers Compensation Configure state workers compensation controls Configure workers compensation location codes Configure weekly payments Configure payment types Configure recovery types Configure absence authority types Process a claim Maintain workers compensation premium statistics Manage workers compensation details within Ellipse. 26

27 HR-10 - Ellipse Salary Administration Course ID: HR-10, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Salary Administration course trains participants to use the Ellipse Salary Administration module to perform salary administration tasks. 1 day Those individuals responsible for management and administration of personnel records and compensation management and supervision. Prerequisites: GE-00 - Ellipse Foundation HR-00 - Ellipse Personnel Familiarisation Modules Included: Salary Administration Maintain and review employee salary packages Maintain and review employee reimbursements Perform salary administration tasks within Ellipse. 27

28 Ellipse Payroll Stream 28

29 PY-00 - Ellipse Payroll Familiarisation Course ID: PY-00, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Payroll Familiarisation course provides participants with an introduction to the Ellipse Payroll modules and how they work together to form the Ellipse Payroll system. 1/2 day Those individuals responsible for payroll management and administration of personnel records, employee timekeeping and rostering, payroll implementation, and remuneration/benefits management and supervision. Prerequisites: GE-02 - Ellipse Foundation Modules Included: Personnel Management and Administration Payroll Management Absence Management Time Management State the modules which together form the Ellipse Payroll system State the purpose of each module in the Ellipse Payroll system Maintain and review payroll data in the Ellipse Payroll system State the steps required to process an Ellipse payroll Understanding of the key concepts and components of the Ellipse Payroll system capabilities. 29

30 PY-02 - Ellipse Time Management Course ID: PY-02, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Time Management course provides participants with the knowledge to configure and manage employee rosters and to process time and attendance transactions on a daily basis using the relevant Ellipse applications. 2 days Those individuals responsible for payroll management, supervision and administration, HR/Payroll implementation, or employee timekeeping and rostering. Prerequisites: GE-02 - Ellipse Foundation PY-00 - Ellipse Payroll Familiarisation Modules Included: Payroll Configuration Higher Duties Labour Costing Time Management Configure Time Management module system controls and table files Maintain roster work codes and create, modify, and predict roster patterns Maintain time management controls Maintain earnings categories, earnings codes and work codes Maintain daily award codes Maintain individual and group employee roster assignment Maintain transfer payments Maintain multiple employee timesheet transactions Configure and process time and attendance transactions and review labour costing using Ellipse applications. 30

31 PY-05 - Ellipse Payroll Configuration Course ID: PY-05, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Payroll Configuration course provides participants with the knowledge to formulate rules and configure payroll and absences within Ellipse. 2 days Those individuals responsible for payroll administration, payroll management, payroll supervision, payroll implementation, Ellipse Human Resources business consulting, Human Resources administration, or timekeeping. Prerequisites: GE-02 - Ellipse Foundation PY-00 - Ellipse Payroll Familiarisation Modules Included: Payroll Configuration Payroll Management Absence Management Higher Duties Time Management Retrospective Payments Maintain earnings and deduction codes, employee awards and terms of employment rules, and employee pay rate requirements Maintain the rules supporting service increments and experience payments, and higher duty payments Maintain an employee s termination rules, including those for leave payout exits, miscellaneous payment exits, and service-based redundancies Maintain employee pay distribution, and payslip message controls, pay groups and pay run authorisations, and pay group processing schedules Maintain oncost and leave accounting details, and transaction consolidation rules Understand the configuration of the Absence Management module, including leave types and accruals, leave request codes, leave loading, and leave entitlements that display on payslips Configure payroll and absences within Ellipse. 31

32 PY-06 - Ellipse Payroll Management Course ID: PY-06, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Payroll Management course provides participants with the knowledge to process and manage payroll and absences within Ellipse. 2 days Those individuals responsible for payroll administration, payroll management, payroll supervision, Ellipse HR business consulting, HR administration/timekeeping, or HR administration/timekeeping. Prerequisites: GE-02 - Ellipse Foundation PY-00 - Ellipse Payroll Familiarisation Modules Included: Payroll Management Absence Management Payment Processing Time Management Higher Duties Retrospective Payments Create, maintain and review employee payroll details Transfer employees between pay groups, awards, and physical locations Process payroll previews and updates to employees pay Use multiple methods to disburse pay Process end of year payment summaries and year end reports Create, maintain, and review employee s leave details and history Process and manage payroll and absences within Ellipse. 32

33 PY-08 - Ellipse Employee Self Service Course ID: PY-08, Ellipse Ellipse; Stream: HR/Payroll Course Description: The Ellipse Employee Self Service course provides participants with a conceptual and a working knowledge of the Self Service features provided by Ellipse. The course is designed for both Employee Self Service and Manager Self Service users so participants gain a knowledge of all available functions and are familiar with the roles and responsibilities of both groups. 1 day Employees and supervisors who manage leave, training, and benefits. Prerequisites: GE-02 - Ellipse Foundation HR-00 - Ellipse Personnel Familiarisation Modules Included: Personnel Management and Administration Training Management Payroll Management Absence Management State the primary features of Employee Self Service (ESS) and Manager Self Service (MSS) systems State the components of ESS and MSS State the Ellipse modules used by ESS/MSS Review and maintain your personal and pay details accessible through ESS Review and maintain your employees details accessible through MSS Review and maintain personal, position, leave, training, and payroll information. 33

34 Ellipse Maintenance Stream 34

35 MN-00 - Ellipse Maintenance Familiarisation Course ID: MN-00, Ellipse Ellipse; Stream: Maintenance Course Description: The Ellipse Maintenance Familiarisation course provides participants with conceptual knowledge of the Ellipse Maintenance stream. This course provides trainees with high-level knowledge of Ellipse maintenance functionality. 1 day Those individuals responsible for operations and maintenance of the equipment register, work management and maintenance consulting, supervision, planning, asset management, and maintenance engineering. Prerequisites: GE-02 - Ellipse Foundation Modules Included: Application Parts Lists Bulk Materials Management Condition Monitoring Operating Statistics Production Statistics Work Requests Equipment Register Nameplates Equipment Group Identifier Work Orders Equipment History and Costing Permit to Work Equipment Tracing Job Estimating Project Control Standard Jobs Maintenance Scheduling Material Demand Management Work Groups WP - Work Planner Identify the Ellipse Maintenance modules required to complete a process Explain the integration between Maintenance and other streams Identify the purpose of each key Maintenance module Understanding of key concepts and components of the Ellipse Maintenance system capabilities and preparation for hands-on training. 35

36 MN-01 - Ellipse Core Asset Management Course ID: MN-01, Ellipse Ellipse; Stream: Maintenance Course Description: The Ellipse Core Asset Management course trains participants in the use of Ellipse so that they can maximise asset usage; participants are trained in monitoring asset status and performance, receiving key condition measurements, and selecting the most appropriate maintenance strategies as recommended by Ellipse. 2 days Those individuals responsible for operations and maintenance of the equipment register, work management and maintenance consulting, planning, asset management, or maintenance engineering. Prerequisites: GE-02 - Ellipse Foundation MN-00 - Ellipse Maintenance Familiarisation Modules Included: Application Parts Lists Equipment Register Nameplates Equipment Group Identifier Equipment History & Costing Equipment Tracing Review the Equipment Register Maintain Equipment Name Codes Maintain Plant Number Structure Maintain and Delete Items on the Equipment Register Create Associated Equipment Items Maintain Equipment Lists Maintain Equipment Group Identifiers Maintain Master Attributes and Attribute Values Maintain Template Attributes Query Attributes Obtain the working knowledge and practical skills to manage assets using Ellipse. 36

37 MN-02 - Ellipse Core Work Management Course ID: MN-02, Ellipse Ellipse; Stream: Maintenance Course Description: The Ellipse Core Work Management course provides participants with an understanding of the Ellipse Work Order module and the basic building blocks involved in the management of maintenance work system. 2 days Those individuals responsible for operating or maintaining equipment planning, asset management, maintenance engineering, work management, maintenance consulting, planning, or scheduling work. Prerequisites: GE-02 - Ellipse Foundation MN-00 - Maintenance Familiarisation MN-01 - Ellipse Core Asset Management Modules Included: Equipment Group Identifier Maintenance Strategy Support System Work Orders Standard Jobs Work Groups Review and select equipment Raise standalone work orders Create and maintain standard jobs Build work order estimated costs through requirements Create work groups and crews Utilise maintenance strategy support data in a work order closure Perform work order management in Ellipse. 37

38 MN-03 - Ellipse Planning and Scheduling Course ID: MN-03, Ellipse Ellipse; Stream: Maintenance Course Description: This course builds on the Core Work Management course by using the building blocks of work management in the planning and configuration process required prior to scheduling work in Work Planner. The course provides participants with an understanding of the tools used to construct maintenance schedules from the many triggers in Ellipse such as calendar-based maintenance, statistic-based maintenance, and unplanned maintenance. Participants learn how to configure equipment profiles, resources, and tasks to execute scheduled maintenance. The scheduling components of this course are covered in WP-01 Work Planner Introduction. This course should immediately precede WP-01 Work Planner Introduction, or may be run as a standalone course on establishing maintenance schedules for execution in Work Planner. 1 day Those individuals responsible for planning or scheduling work, operating or maintaining equipment, monitoring equipment performance and availability, asset management, maintenance engineering, work management or maintenance consulting. Prerequisites: GE-02 - Ellipse Foundation MN-00 - Maintenance Familiarisation MN-01 - Ellipse Core Asset Management MN-02 - Ellipse Core Work Management Modules Included: General Operating Statistics Equipment Register Work Orders Standard Jobs Maintenance Scheduling Work Groups Maintain Items on the Equipment Register Maintain Work Groups Maintain Standard Jobs Maintain Parent Standard Jobs Maintain Standard Job Plans Maintain Maintenance Schedule Tasks Establish the equipment profiles, resources and tasks within Ellipse that are required for work management of planned and unplanned work using Work Planner. 38

39 MN-04 - Ellipse Customer Work Management Course ID: MN-04, Ellipse Ellipse; Stream: Maintenance Course Description: Customer Work Management is a suite of Ellipse modules that provide the functionality needed to manage any task, from high volume simple requests such as a call centre operation, through to complex projects that extend over many years at a high cost. The Ellipse Customer Work Management course provides participants with an understanding of the capabilities of the compatible unit and estimating facilities, and the efficiency of the work packaging functions. 1 day Those individuals responsible for planning and optimising high volume tasks, building and managing projects, work management and maintenance consulting, asset management, or maintenance engineering. Prerequisites: GE-02 - Ellipse Foundation MN-00 - Maintenance Familiarisation MN-02 - Core Work Management Modules Included: Work Requests Work Orders Notifications Compatible Units Job Estimating WP - Work Planner Maintain locations Maintain work requests Maintain requestors Maintain compatible units Maintain job estimates Maintain job estimates created from an existing entity Maintain job estimate items Maintain the status of a job estimate Package job estimates Perform customer work management within Ellipse. 39

40 MN-05 - Ellipse Equipment Tracing Course ID: MN-05, Ellipse Ellipse; Stream: Maintenance Course Description: The Ellipse Equipment Tracing module traces equipment items through their life-cycle of purchase, fitment, defitment, rebuild, and repair. In the Ellipse Equipment Tracing course, participants learn how to build equipment profiles, understand the process of fitting, defitting, and rebuilding traceable items of equipment, and review the history of these actions. Integration with the Equipment Register and Operating Statistics modules is also reviewed as the full impact of tracing equipment is explored. The Equipment History & Costing module is introduced by displaying history of equipment both in relation to Equipment Tracing and other maintenance activities. 1 day Those individuals responsible for operations and maintenance of the equipment register, work management, maintenance consulting, planning, asset management, or maintenance engineering. Prerequisites: GE-02 - Ellipse Foundation MN-00 - Maintenance Familiarisation MN-03 - Planning and Scheduling Modules Included: General Operating Statistics Equipment Register Equipment Group Identifier Work Order Equipment History & Costing Equipment Tracing Maintain Equipment Group Identifiers Create Traceable Equipment Maintain Equipment Tracing Review Equipment Tracing Maintain Operating Statistics Review Equipment Information Run Equipment Tracing Reports Trace equipment life cycles within Ellipse. 40

41 MN-06 - Ellipse Condition Monitoring Course ID: MN-06, Ellipse 8.3; Stream: Maintenance Course Description: The practice of condition-based monitoring and maintenance can be an invaluable tool in improving maintenance efficiency, safety and equipment use. The Ellipse Condition Monitoring course assists users in understanding Ellipse s ability to maintain equipment condition measurements and alert personnel when pre-defined condition criteria have been met. The ability to monitor fluid expected and actual usages will also be discussed, as a piece of equipment s performance can be directly monitored based on its usage of consumable products. 1 day Those individuals responsible for equipment life-cycle analysis, preventative maintenance programs, work management and maintenance consulting, planning, asset management, and maintenance engineering. Prerequisites: GE-02 - Ellipse Foundation MN-00 - Maintenance Familiarisation MN-03 - Ellipse Planning and Scheduling Modules Included: Fluid Management Condition Monitoring Equipment Register Equipment Tracing Maintain Condition Monitoring Sets Maintain Measurements Maintain Life Expectancy Maintain Alarms Maintain Equipment Changeouts Maintain Oil and Filters Perform condition-based monitoring within Ellipse. 41

42 MN-08 - Ellipse Material Demand Management Course ID: MN-08, Ellipse Ellipse; Stream: Maintenance Course Description: Efficient material availability for work is a key performance indicator in most asset intensive industries. The Ellipse Material Demand Management course provides participants with the knowledge to use the Material Demand Management tool for the analysis of material required for planned and scheduled tasks without needing to raise requisitions. It is used for work where the future workload can be accurately planned and where past material usage is not a reliable indicator of future demand. 1 day Buyers, procurement officers, and individuals responsible for planning and scheduling work. Prerequisites: GE-02 - Ellipse Foundation MN-00 - Maintenance Familiarisation MN-02 - Ellipse Core Work Management Modules Included: Work Orders Material Demand Management Create, Maintain & Review Material Planning Groups Maintain & Review Work Groups for a Material Planning Group Maintain & Review Warehouses for a Material Planning Group Delete Material Planning Groups Create, Maintain, Review & Delete Material Planning Group Run Parameters Generate Reports Manage material demand within Ellipse. 42

43 MN-11 - Inspections, Defects, and Asset Survey Training MN-11 - Inspections, Defects, and Asset Survey Course ID: MN-11, Work Planner 4.1; Stream: Work Planner Course Description: The Inspections, Defects, and Asset Survey training course provides participants with an understanding of the Inspections and Defects (37IN) and Asset Inventory Surveys (36AS) modules. 2 days Those individuals responsible for: structured and unstructured inspections auditing, updating, and collecting information relating to physical assets Prerequisites: GE-02 - Ellipse Foundation MN-00 - Ellipse Maintenance Familiarisation MN-01 - Ellipse Core Asset Management WP-01 - Work Planner Introduction Modules Included: Inspections and Defects (37IN) Asset Inventory Surveys (36AS) Determine a templates strategy Maintain attributes Link attributes to entities Manage activity scripts Review scripted activities Manage alarms and defects Manage asset inventory surveys Maintain mobile scripts Perform inspections and use surveys to manage asset information within Work Planner. 43

44 Materials Stream 44

45 ML-00 - Ellipse Materials Familiarisation Course ID: ML-00, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Materials Familiarisation course provides participants with conceptual knowledge of the Ellipse Materials system. Prerequisites: 1 day Those individuals responsible for implementation and supply-specific activities. GE-02 - Ellipse Foundation Modules Included: General Catalogue Inventory Tracking Stores Warehouse Management Supplier Information Purchasing Identify the Ellipse Materials modules and their key purposes Explain the integration between the Materials stream and the other Ellipse streams Understanding of key concepts and components of the Ellipse Materials system capabilities and preparation for hands-on training. 45

46 ML-01 - Ellipse Cataloguing Course ID: ML-01, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Cataloguing Course provides participants with an understanding of the Ellipse functionality for creating, modifying and maintaining catalogue records. This module allows users to add an item of material (inventory or stock item) to a globally maintained supply catalogue and maintain the item of material. 2 days Those individuals responsible for cataloguing items or materials consulting. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation Modules Included: General Catalogue Stores Maintain the Catalogue and Review Catalogue Items Maintain Catalogue Templates and Template Properties Maintain Policies Maintain Product Service Categories Maintain Standard Item Names Maintain Part Numbers and Products Maintain Cascading Rules and Externally Managed Rules Review Catalogue History Review Catalogue Stock Code Information Review Inventory Management Details Perform catalogue functions within Ellipse. 46

47 ML-03 - Ellipse Warehouse Processes and Requisitions Course ID: ML-03, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Warehouse Processes and Requisitions course provides participants with knowledge of Ellipse functionality for processing warehouse transactions and customer transactions. 3 days Those individuals responsible for warehouse operations. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation ML-01 - Ellipse Cataloguing Modules Included: Stores (Warehouse and Customer portions) Review inventory management details Create issue requisitions and order non-catalogued items Requisition application parts listing in total Substitute stock codes Maintain pick and pack tasks Perform immediate issues and immediate returns Receive and hold goods in store Maintain bins Perform add detail tasks Manage stock holdings and review stock movements Inspect warehouse stock Control Warehouse Processes and Requisitions in Ellipse. 47

48 ML-04 - Ellipse Purchasing Course ID: ML-04, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Purchasing course provides participants with the training to create and manage supplier records, work with catalogued and direct charge purchasing, receive services, and manage discrepancies. 2 days Those individuals responsible for purchasing, maintaining the supplier record, managing receipt discrepancies, materials consulting or business partners. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation Modules Included: Catalogue Stores Supplier Information Purchasing Discrepancy Reporting Accounts Payable Maintain Catalogued Purchasing Information Purchase Catalogued Items Order Non Catalogued Items Use the Shopping Cart Refer Items to a Buyer Maintain Commentary, and Narrative Text Maintain and Expedite Purchase Orders Maintain Standard Clauses Maintain Consumer Price Adjustments Obtain the working knowledge and practical skills to manage goods and services using Ellipse. 48

49 ML-06 - Ellipse Disposals Management Course ID: ML-06, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Disposals Management course provides participants with an understanding of Ellipse functionality for identifying disposal candidates using multiple parameters. 1 day Those individuals responsible for purchasing, inventory control or maintaining disposal items. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation Modules Included: General Catalogue ML-03 - Ellipse Warehouse Processes and Requisitions Stores Disposals Maintain Disposals Lists Maintain Survey Lists Process Sentence Items Create Issue Requisitions Maintain Requisitions and Transfers Review Disposal Information Bulk Transfer Disposal Lists Maintain Inter-Warehouse Transfers Perform Disposal Management within Ellipse. 49

50 ML-08 - Ellipse Forward Purchasing Agreements Course ID: ML-08, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Forward Purchasing Agreements course provides participants with an understanding of Ellipse functionality for creating, evaluating and selecting quotations for both stock and non-stock items. Trainees will also review relevant standard reports, and run batch programs to generate FPA data. 2 days Those individuals responsible for creating and managing Forward Purchasing Agreements or purchasing from a Forward Purchasing Agreement. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation ML-04 - Ellipse Purchasing Modules Included: General Catalogue Stores Purchasing Forward Purchase Agreements Maintain Forward Purchasing Agreement Header Information Maintain Forward Purchasing Agreement Items Finalise Forward Purchasing Agreements Manage Requests for Quotation Maintain Forward Purchasing Agreements Review Forward Purchasing Agreements Perform Forward Purchasing Agreements Management within Ellipse. 50

51 ML-09 - Ellipse Repairable Item Management Course ID: ML-09, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Repairable Item Management course provides participants with the training to manage Repairable Stock Items and associated Repair Agreements, tasks, purchase orders, and item life cycles. 2 days Those individuals responsible for purchasing, maintaining repairable item agreements or managing repair requests. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation Modules Included: General Catalogue ML-08 - Ellipse Forward Purchasing Agreements Stores Purchasing Repairable Item Management Identify Repairable Items Manage Repair Agreements Manage Repair Requests Purchase Catalogued Items Maintain Purchase Orders Receive Goods into Store Manage Stock Holding Review Repairable Items Review the Catalogue Manage repairable stock items and their repair agreements using Ellipse. 51

52 ML-11 - Ellipse Advanced Warehousing Course ID: ML-11, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Advanced Warehousing course provides participants with an understanding of Ellipse functionality for warehouse management. 2 days Those individuals responsible for Warehouse Management. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation ML-01 - Ellipse Cataloguing Modules Included: General Catalogue ML-03 - Ellipse Warehouse Processes and Requisitions Stores Warehouse Management Purchasing Maintain Category Information Review Category Management Maintain Storage Management Consolidate Picking Slips Maintain Batch Lot and Shelf Life Use Stock Movement Perform Supply Customer Account control in Ellipse. 52

53 ML-12 - Ellipse Inventory Tracking Course ID: ML-12, Ellipse Ellipse; Stream: Materials Course Description: The inventory tracking module is used to track inventory items - whether they are in storage, in transit or have been issued. The Ellipse Inventory Tracking course provides participants with an understanding of Ellipse functionality for supply customer management. 1 day Those individuals responsible for tracking inventory as part of the supply customer management system. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation ML-01 - Ellipse Cataloguing Modules Included: General Inventory Tracking Maintain Supply Customers Review Supply Customers Maintain Inventory Tracking Transfer Stock between Supply Customers Consume and Write Off Supply Customer Stock Perform Supply Customer Stock Receipts Review Inventory Tracking Details Manage Stock Loans Recall Stock Stores Manage supply customers within Ellipse. 53

54 ML-13 - Ellipse Stocktaking I Course ID: ML-13, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Stocktaking I course provides participants with knowledge of Ellipse functionality for organising of stocktakes, counting of stock, adjusting results, and approving adjustments. 1.5 days Warehouse Officers and other individuals responsible for performing stocktakes. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation Modules Included: Stores Perform Stocktake Organising Perform Stocktake Counting Perform Stocktake Adjusting Perform Stocktake Adjustment Approving Perform stocktaking within Ellipse. 54

55 ML-14 - Ellipse Stocktaking II Course ID: ML-14, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Stocktaking II course provides participants with knowledge of Ellipse functionality for planning, scheduling completing and archiving of stocktakes. 1.5 days Inventory Controllers and other individuals responsible for managing stocktakes. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Materials Familiarisation ML-13 - Stocktaking I Modules Included: Stores Perform Stocktake Planning Perform Stocktake Scheduling Perform Stocktake Completing Manage stocktaking within Ellipse. 55

56 ML-18 - Ellipse Entitlements Course ID: ML-18, Ellipse Ellipse; Stream: Materials Course Description: The Ellipse Entitlements course provides participants with an understanding of Ellipse functionality for conducting warehouse operations, including tracking inventory. The entitlements module allows users to control the issue of stock items by setting a maximum issue level to be held or used by a supply customer account, employee or inventory category. 1.5 days Those individuals responsible for warehouse management. Prerequisites: GE-02 - Ellipse Foundation ML-00 - Ellipse Materials Familiarisation Modules Included: General Catalogue Inventory Tracking Stores Warehouse Management Entitlements Personnel Administration Maintain Entitlement Item Groups Maintain Entitlements Apply Entitlements to Entities Maintain Entitlement Families Review Entitlements Conduct Warehouse Operations and Inventory Tracking within Ellipse. 56

57 Ellipse Technical Stream 57

58 TE-01 - Ellipse Server Administration Course ID: TE-01, Ellipse Ellipse; Stream: Technical Course Description: Training IT professionals to reduce business costs. How will this course benefit you? While business focuses on managing costs, growth, and risk, IT is focused on implementing the enterprise asset management software to support your business operations. This class gives IP professionals the skills to: Maintain Ellipse instances Compile Ellipse products as source Configure the transaction processor, RDBMS, and batch processing Describe the Ellipse Deployment Model The course also provides problem determination scenarios and their potential solutions Prerequisites: 5 days Technical consultants and systems administrators responsible for managing the Ellipse server configuration. Participants will need a technical understanding of enterprise software systems, databases and operating systems. Modules Included: Ellipse technical and Ellipse Application Console Ellipse deployment environment Basic operating system configuration Instance creation and definition Transaction processor configuration Database configuration Batch processing configuration Client interface configuration Post installation verification process Ellipse source configuration Ellipse server application source administration Instance administration CICS and Tuxedo administration Database administration Batch processing administration Ellipse server application change control Administer the Ellipse Application Source Demonstrate how to administer a CICS region and Ellipse instance Configure a database, start and stop the database, and configure database network settings Configure batch processing 58

59 Understand the Ellipse deployment model. Configure EAC and Ellipse. Create Ellipse instances. Perform basic compilation of Ellipse source. 59

60 Work Planner 60

61 WP01 - Work Planner Introduction Course ID: WP-01 Course Description: This course provides the participants with an understanding of the function and use of the jobs and tasks applications of Work Planner, including the job linking functionality, as well as the planning, scheduling, and assigning of work, including outages and budget preparation activities. 3 days Maintenance work planners and schedulers involved with the managing, planning, and scheduling of diverse work schedules and required resources. Prerequisites: MN-01 - Ellipse Core Asset Management MN-02 - Ellipse Core Work Management Modules Included: Work Planner MN-03 - Ellipse Planning and Scheduling Maintain jobs and tasks Maintain job and task links Maintain outages Review work progress Maintain to-do lists including using dispatch Ability to plan, schedule, and assign work using Work Planner. 61

62 WP-02 - Work Planner Estimate Scheduling Course ID: WP-02, Work Planner 4.3; Stream: Work Planner Course Description: This course provides the participants with an understanding of the function and use of the Estimate Scheduling application of Work Planner. 1 day Maintenance work planners and schedulers involved with the managing, planning, and scheduling of diverse work schedules and required resources. Prerequisites: GE-02 - Ellipse Foundation MN-00 - Ellipse Maintenance Familiarisation Modules Included: Work Planner MN-01 - Ellipse Core Asset Management MN-04 - Ellipse Customer Work Management WP-01 - Work Planner Introduction Create work requests Create job estimates Schedule job estimates Manage user preferences Ability to maintain estimate scheduling using Work Planner. 62

63 Critical Inventory Optimization 63

64 IO-02 - Ventyx Critical Inventory Optimization Course ID: IO-02, VCIO Course Description: The IO-02 - VCIO course provides participants with knowledge of setting up, and updating VCIO. It also provides participants with knowledge of exporting VCIO to Ellipse, maintaining users, logging in, and maintaining criteria, vendors, stores, materials, and cataloguing data. 3 days Inventory Controller and other individuals with the following responsibilities: Statistical Inventory Analysis Improvement of Cataloguing Vendor Score Carding Warehouse Score Carding Prerequisites: ML-00 - Materials Familiarisation ML-01 - Cataloguing Modules Included: VCIO ML-03 - Stores ML-04 - Purchasing Goods and Services Management ML-11 - Advanced Warehousing Set up and Update VCIO Export VCIO to Ellipse Maintain VCIO Users Log in to VCIO Maintain VCIO Criteria Data Maintain VCIO Vendors Data Maintain VCIO Stores Data Maintain VCIO Materials Data Maintain VCIO Cataloguing Data Optimise inventory levels in Ellipse while preventing stock-outs of critical parts. 64