Fleet Management System Productivity Module User Manual
Contents
1. 5 12 11 2 2008 1 00 52 PM 11 2 2008 8 38 20 PM 11 3 2008 Rodriguez Juan 239678 00000241 31 446 34 40 00 5 38 11 3 2008 1 03 37 PM 11 3 2008 8 30 30 PM 11 4 2008 Rodriguez Juan 239678 00000241 28 442 32 36 50 4 95 11 4 2008 1 02 28 PM 11 4 2008 8 25 19 PM 11 7 2008 Rodriguez Juan 239678 00000241 40 426 38 41 00 5 77 11 7 2008 1 13 19 PM 11 7 2008 8 20 11 PM 11 8 2008 Rodriguez Juan 239678 00000241 33 449 32 37 00 4 95 11 8 2008 1 05 03 PM 11 8 2008 8 34 16 PM 11 6 2008 Delgado Reyes Viginia 117185 00000276 30 455 39 40 50 5 34 11 6 2008 6 46 19 AM 11 6 2008 2 21 26 PM 11 7 2008 Delgado Reyes Viginia 117185 00000276 31 463 45 45 00 5 83 11 7 2008 7 01 28 AM 11 7 2008 2 44 38 PM 11 8 2008 Delgado Reyes Viginia 117185 00000276 35 417 52 56 50 8 13 11 8 2008 7 03 42 AM 11 8 2008 2 00 53 PM partial listing shown The sample report above was generated for the week of 11 2 2008 to 11 8 2008 It shows the totals for each shift worked by each service attendant who worked at least one shift during this period The columns in the report are e Service Date Date the attendant logged onto the fuel island workstation e Name Name of the attendant From a database lookup of the badge used to logon to the workstation e D Employee ID of the attendant e Badge Badge number swiped at fuel island workstation e Break Total number of minutes on break during the shift e Minutes Total number of minutes for shift including break Calculated as End time St2. column Clicking on the Show Actual button will bring up a secondary panel that can be used to view the actual vehicle service factors based on past vehicle service records ad Productivity CU Site Configuration Site Configuration Vehicle Class Scale La Productivity Settings Vehicle Class Scale m Site MCO Times From Saturday November 01 2008 To Sunday November 30 2008 A Service Statistics Go On this panel actual values can be determined for each vehicle class by selecting a date time range and then clicking on the Go button 2008 Control Module Inc Page 11 of 11 ALL RIGHTS RESERVED
3. This number sets the minimum number of vehicles using vehicle credits serviced per hour during a shift to qualify for an incentive payout Payout Factor The payout factor is an arbitrary value that is used to determine the value of the incentive payout When calculating payouts this value should be adjusted and the productivity report re calculated until the desired incentive scale has been determined 2008 Control Module Inc Page 10 of 11 ALL RIGHTS RESERVED finfi Deenen EEN CMI FMS Productivity Users Manual Version 1 2 3 2 2 Vehicle Class Scale _ _ _ gt Productivity CU Site Configuration Site Configuration m Vehicle Class Scale CH Productivity Settings Site MCO The Vehicle Class Scale is used to set the servicing factor of each vehicle Service Class Which vehicle codes belong in each vehicle class is setup in the FMS Configuration Settings This screen will show each defined service class and any service factor currently stored for the class The purpose of the service factor is to rate the difficulty and the time needed to service different classes of vehicles These factors are then multiplied against each vehicle serviced by an attendant to come up with an equitable evaluation of the work performed indicated as a vehicle credit The service factor can be manually entered by hitting the icon in the desired row of the Edit
4. 241 00000276 partial listing shown Break Shifts Minutes 110 31 51 163 96 6 E 3 5 3 2107 464 1187 2220 1335 of the Count 181 34 96 170 136 Credit 202 50 39 50 103 00 193 50 142 00 Per Hour 5 69 coe eat S23 6 43 individual From 11 2 2008 11 2 2008 11 2 2008 11 2 2008 11 2 2008 To 11 8 2008 11 8 2008 11 8 2008 11 8 2008 11 8 2008 vehicle servicing transactions that have been collected from the fuel island data collection terminals The reports are not saved in the database but may be regenerated at any time The database maintenance procedures will determine how long the transactions will be maintained in the system and available for Page 9 of 11 finfi Deenen EEN CMI FMS Productivity Users Manual Version 1 2 3 2 Site Configuration some items may be configured on an individual basis by site This allows for setting values according to the local work methods 3 2 1 Productivity Settings Productivity Settings Max Payout per day 24 Minimum ehicles 32 Minimum ehicles Serviced per hour 4 Payout Factor 5 Max Payout per day This value will limit the value of any incentive calculation not to exceed a maximum dollar amount Minimum Vehicles This number sets a minimum number of vehicles using vehicle credits to be serviced during a shift to qualify for an incentive payout Minimum Vehicles Serviced per hour
5. My Deenen EE CMI FMS Productivity Users Manual Version 1 2 Fleet Management System Productivity Module User Manual 2008 Control Module Inc Page 1 of 11 ALL RIGHTS RESERVED finfi Deenen EEN CMI FMS Productivity Users Manual Version 1 2 Disclaimer No part of this publication may be reproduced or transmitted in any form or by any means without the written permission of Control Module Inc The software described by this publication is furnished under a license agreement and may be used or copied only in accordance with the terms of that agreement This manual and associated software is sold with no warranties either expressed or implied regarding its merchantability or fitness for any particular purpose save for the warranty of the media The information in this manual is subject to change without notice and does not represent a commitment on the part on Control Module Inc License Agreement The software which accompanies this license the Software is the property of Control Module Inc or its licensors and is protected by copyright law While Control Module continues to own the Software you will have certain rights to use the Software after your acceptance of this license Your rights and obligations with respect to the use of this Software are as follows You may a use one copy of the Software on a single computer b make one copy of the Software for archival purposes or copy the software onto the hard dis
6. art time e Count Number of vehicles serviced during the shift Does not include Fuel Only or Fuel records e Credit Number of vehicles adjusted by vehicle class service credit values e Per Hour Average number of vehicle credits per hour for the shift Vehicle credits divided by total minutes e Start Date and time the attendant logged onto the fuel island workstation eEnd Date and time the attendant logged off the fuel island workstation For late night shifts may have rolled over to next day 2008 Control Module Inc Page 8 of 11 ALL RIGHTS RESERVED WE u WA Ge TROL MODULE INC CMI FMS Productivity Users Manual Version 1 2 The previous productivity screen shows the output with Shift Totals selected Clicking on the Period Totals selection will convert the data from the previous screen into combined totals for each attendant for the same time period sf Productivity CU Site Configuration Productivity Times b Shift Totals From Sunday November 02 2008 To Saturday November 08 2008 J Shift Totals 0 Name ID Canelo Jose 247620 Derosier Enel 247621 Gonzalez Victor 181366 Rodriguez Juan 239678 Delgado Reyes Viginia 117185 These reports are a dynamic representation reporting 2008 Control Module Inc ALL RIGHTS RESERVED Site MCO view Select C Shift Totals Period Totals Show Payout Badge ooo0006s 00000113 00000132 00000
7. e current list 4 amp Export the current list to Microsoft Excel 2 4 Date Time Selection Many screens are used to lookup historical records like vehicle servicing records for either viewing reporting or generating statistics and totals On these screens there is usually a panel labeled Range that contains buttons for selecting the From and To date time range of the lookup Hitting either button will cause the date time selection dialog to pop up In this dialog a date can be entered either manually through the Date edit box or by clicking on the desired date in the calendar The time can be set by selecting either the current time or by using the values available through the hours minutes and AM PM pull down lists Hit OK to accept the selection The new date and time will now be displayed in the appropriate area of the Range panel Select Date and Time oK Cancel Time fo d oo fan zl Current Date 1271672008 lt ecember 2008 Control Module Inc Page 6 of 11 ALL RIGHTS RESERVED finfi Deenen MODILE INE CMI FMS Productivity Users Manual Version 1 2 3 Screens There are three screens available through two tab selections in the productivity module e Productivity The main screen to perform all productivity queries and reports e Site Configuration Productivity Settings Vehicle Class Scale 3 1 Productivity S Productivity CU Site Configuration Times From Monday Ja
8. eenen EE CMI FMS Productivity Users Manual Version 1 2 a Productivity CU Site Configuration Productivity Times shift Totals From Sunday November 02 2008 To Saturday November 08 2008 m Site L MCO view Select Shift Totals Period Totals Show Payout BE shift Totals 60 Service Date Name ID Badge Break Minutes Count Credit Per Hour Start End ose 11 2 2008 Canelo J 24762000000068 27 159 11 13 00 4 91 11 2 2008 12 21 46 AM 11 2 2008 3 00 55 AM 11 2 2008 Canelo Jose 24762000000068 25 362 32 35 50 5 89 11 2 2008 8 30 37 PM 11 3 2008 2 32 54 AM 11 5 2008 Canelo J 247620 00000068 0 361 32 38 00 6 31 11 5 2008 8 00 47 PM 11 6 2008 2 02 10 AM 11 6 2008 Canelo Jose 247620 00000068 35 365 32 33 50 5 51 11 6 2008 8 53 47 PM 11 7 2008 2 59 45 AM 11 7 2008 Canelo J 247620 00000068 23 408 36 39 00 5 74 11 7 2008 2 09 30 PM 11 7 2008 8 57 49 PM 11 8 2008 Canelo J 247620 00000068 0 452 38 43 50 5 78 11 8 2008 3 52 40 PM 11 8 2008 11 25 09 PM 11 2 2008 Derosier Enel 247621 00000113 31 464 34 39 50 5 11 11 2 2008 12 57 15 PM 11 2 2008 8 42 04 PM 11 2 2008 Gonzalez Victor 181366 00000132 19 393 32 34 50 5 27 11 2 2008 8 54 57 PM 11 3 2008 3 28 49 AM 11 5 2008 Gonzalez Victor 181366 00000132 0 401 32 40 50 6 06 11 5 2008 8 46 00 PM 11 6 2008 3 27 26 AM 11 6 2008 Gonzalez Victor 181366 00000132 32 393 32 34 00 5 19 11 6 2008 8 53 56 PM 11 7 2008 3 26 57 AM 11 2 2008 Rodriguez Juan 239678 00000241 31 457 34 39 00
9. ft Windows Server 2003 is a registered trademark of Microsoft Corporation Microsoft SQL Server 2005 is a registered trademark of Microsoft Corporation 2008 Control Module Inc Page 2 of 11 ALL RIGHTS RESERVED finfi Deenen MODILE INE CMI FMS Productivity Users Manual Version 1 2 Table of Contents T e 4 EE GEN 4 1 2 Software Hrereousiles 4 WN AVIATION a E A a e EE pE E ea cietaentetaat 5 2A LOO o centers catecar acaeeeraene eran eaten eave eyaciear sen nianeoeneracmoarenwean 5 ie iam ln LE 6 2 3 COMMON Navigation Items 6 2 4 Date TIMe Selection ccce ai 6 Oe ONO C INS eege 7 SA Gell 610 EE 7 3 2 Site Configuration oe eee ceecccceeceeceeeeecee cesses eeeseeceeseeeessaeeessaeeesaeeesaaes 10 3 2 1 Productivity Settings ccccceccccseceeceseeeseeeeeseeeeseeeeesseeeessaeeeseeeeeas 10 Eller ee 11 2008 Control Module Inc Page 3 of 11 ALL RIGHTS RESERVED finfi Deenen MODILE INE CMI FMS Productivity Users Manual Version 1 2 1 Overview The CMI Productivity Module is an extension to the Fleet Management Solution FMS system It provides employee productivity reporting based on the vehicle servicing activity by shift that was collected by FMS The system also allows for weighting or assigning additional credit for vehicles that are more difficult to service than the standard classes of vehicles These credits can be either entered manually into the system or calculated by compa
10. k of your computer and retain the original for archival purposes c use the Software on a SINGLE network provided that you have a licensed copy of the Software for each computer that can access the Software over that network d after written notice to Control Module transfer the Software on a permanent basis to another person or entity provided that you retain no copies of the Software and the transferee agrees to the terms of this agreement You may not a sublicense rent or lease any portion of the Software b reverse engineer decompile disassemble modify translate make any attempt to discover the source code of the Software or create derivative works from the Software or c use a previous version or copy of the Software after you have received a disk replacement set or an upgraded version as a replacement of the prior version This Agreement will be governed by the laws of the State of Connecticut This Agreement may only be modified by a license addendum which accompanies this license or by a written document which has been signed by both you and Control Module Should you have any questions concerning this Agreement or if you desire to contact Control Module for any reason please write to Control Module Inc Customer Service 227 Brainard Road Enfield CT 06082 Trademarks Microsoft is a registered trademark of the Microsoft Corporation Microsoft Windows is a registered trademark of Microsoft Corporation Microso
11. nuary 05 2009 To Tuesday January 06 2009 Shift Totals Period Totals Show Payout shift Totals 60 The Productivity screen shown above is the primary productivity query and reporting screen Before any reports can be generated a site must be selected If the Site panel shows Select a Site instead of an actual site name hit the Select button and then select the desired site from the pull down box Once a site has been selected the next step is to identify the range of the report period by setting the From and To values in the Times panel Any time frame may be selected from a day through several months However reports are typically run for a month month to date or a week The report may be exported to Microsoft Excel by clicking on the ZS symbol The View panel provides two totaling options The first option Shift Totals is used to view the totals for each individual shift worked by the attendant during the selected time range The second option Period Totals will combine all shifts of each individual into one total for the period The Show Payout checkbox if checked will add a column to the report for the calculated incentive payout calculated on each shift of each attendant using the values defined on the Productivity Settings view of the Site Configuration tab 2008 Control Module Inc Page 7 of 11 ALL RIGHTS RESERVED My D
12. ring actual services times between classes The Productivity Module also can generate an incentive value derived from the actual work performance of each employee and calculated using definable site specific performance parameters This incentive value may be used directly or as a factor to create a work incentive payout to employees 1 7 Features e Totals for each employee for selected date time period o By each shift during period o Totals for entire period o Calculated incentive payout e Features Configured by Site o Productivity Minimum vehicles to service in a shift Minimum vehicles to service per hour Incentive payout factor Incentive payout maximum per day o Vehicle Class Scale Manually set vehicle class scale factor Generate factors based on historical service records 1 2 Software Prerequisites e Control Module System Manager Server SMS e Control Module Fleet Management System FMS 2008 Control Module Inc Page 4 of 11 ALL RIGHTS RESERVED finfi Deenen MODILE INE CMI FMS Productivity Users Manual Version 1 2 2 Navigation 2 1 Login Access to the FMS Productivity Module is granted via the System Manager SMS login screen This screen requires a user to enter their username and password to gain access to the site Once logged in to the system the user is restricted to functions based on his or her assigned roles or privileges If the password is entered incorrectly the system will prompt the
13. user to re enter System Manager Login User Name Password Log In After a valid login is provided the module selection screen is shown Depending on the modules installed other items in this module selection menu may be available Click on the Productivity item to access the main Productivity Module view and menus System Manager Home SYSTEM_MANAGER i Manage terminal network view status of terminals and transactions be 4 FLEET _ MANAGER TP Fleet management functions gt PRODUCTIVITY e Service Attendant Performance 2008 Control Module Inc Page 5 of 11 ALL RIGHTS RESERVED finfi Deenen MODILE INE CMI FMS Productivity Users Manual Version 1 2 2 2 Main View Navigation in the FMS Productivity module uses the same methods and techniques as used in the main Fleet Management System Refer to the Fleet Management System User Manual for additional details 2 3 Common Navigation Items There are many navigational items that are common among screens in the Fleet Manager pages Most screens that display listings of data records use a list with integrated paging Depending on the list some rows may contain an icon used as a link to drill into a detail screen for viewing or editing Some rows may contain a delete icon that may be used to delete the row from the table in the host database Common icons are Wi Edit an item Add an item Delete an item CG Refresh the view 2 Print th
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