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FaciliWorks 8i Web-based CMMS Administrator Guide

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1. after unsuccessful login attempts E Restrict Issue bo Authorized Users Hide Buttons with No Rights User Login Timeout Period Minutes The numeric value in this field represents the number of minutes of inactivity allowed before FaciliWorks will automatically log out a user There is a similar setting within the System Info gt Usage screen which overrides the setting here in the Security tab Please see System Info for more details Logon Method Use this drop down list to select the method by which users will log in to FaciliWorks e Windows Logon uses security from your Windows operating system When users access FaciliWorks 8i they will be prompted with the standard Windows Login dialog Thus management of users and password is done through the server s local Users and Groups security object This is disabled under 21 CFR Part 11 implementation of the system e Application Logon default setting uses security specific to the FaciliWorks program you must set up user IDs and passwords in Security When you launch FaciliWorks you will be directed to a Log In screen For the 21 CFR 11 compliant version of FaciliWorks this field is locked to Application Logon e ADS Logon FaciliWorks 8i can integrate with Active Directory Distributed Systems for the authentication method Currently this function works with ADAM Active Directory Application Mode Contact Cybermetrics for updated news for compatibility with Windows Active D
2. W i FaciliWorks 8 Web based CMMS Administrator Guide FaciliWorks 8I Web based CMMS Administrator Guide CyberMetrics CyberMetrics Corporation 1523 West Whispering Wind Drive Suite 100 Phoenix Arizona 85085 USA Toll free 1 800 776 3090 USA Phone 480 295 3465 Fax 480 922 7400 www cybermetrics com Entire Contents Copyright 1988 2012 CyberMetrics Corporation All Rights Reserved Worldwide B24 022012 U S GOVERNMENT RESTRICTED RIGHTS This software and documentation are provided with RESTRICTED RIGHTS Use duplication or disclosure by the Government is subject to restrictions as set forth in subdivision b 3 ii of The Rights in Technical Data and Computer software clause at 252 22 013 Contractor manufacturer is CyberMetrics Corporation QUESTIONS Should you have any questions concerning this agreement or if you wish to contact CyberMetrics Corporation for any reason please write or call CyberMetrics Corporation 1523 West Whispering Wind Drive Suite 100 Phoenix Arizona 85085 Toll free 1 800 776 3090 USA Phone 480 295 3465 Fax 480 922 400 TECHNICAL SUPPORT Technical support is available during normal business hours Mountain Central time 1 800 6 3090 supportQcybermetrics com www cybermetrics com Note technical support cannot be provided unless the user has a current maintenance agreement TRADEMARK ACKNOWLEDGMENTS All CyberMetrics Corporation products are trade
3. Click the Save button to save the new user record If you did not enter a Staff ID for the new user the following message will appear i J There are no Staff records that match this user in the Staff Entry form Do you wish to add this User to the Staff records Clicking OK will open a staff entry form in another window See Staff Entry for detailed information about entering staff records Save the new staff record If you prefer not to link the new user to a staff record click Cancel instead The new user record has been created and the following message opens reminding you to add the new user to a security group A group entry is required for the following user s TESTUSERID Chapter Five Personnel FaciliWorks 8i Administrator Guide 8 Click OK to return to the Users tab You can now proceed to add the user to a group or you can do it later but you will continue to receive this message until that has been done 9 On the Users tab use the User ID pull down menu to select the newly created user the Name field will be automatically populated with the user s name 1O Select the type of web application the user will be using Web Full gives the user access to Web Reports Web Service Requests and Web Calibration Module Calibration Module is only available for 8i Calibration Or access to reports service requests and calibration can be given separately by checking the corresponding checkbox If the user is given
4. Customize Filtered Each record lists the respective Asset IDs for both parent and child assets the date and time a change was made to the child asset status whether the child asset was added or removed 2 added 1 removed and the respective meter readings for both parent and child assets This history coincides with the Asset Tree View created on the Components tab of the Assets form Asset ID Building C Asset Description Building 1 Components Customize This Farm Asset Tree View amp HLI 112 1 r Handler 1 Bldg 112 5 1 Automatic TransFer Switch AT5 115 2 Autamatic Transfer Switch AT5 115 4 Autamatic Transfer Switch FELT 001 Farkliftl CDU 001 Chemical Distribution Skid E Building C Building 1 ExT 02 Fire Extinguisher AHU 112 20 Air Handler 1 Bldg 112 PC 1 Computer Floor 1 OR PROJ 01 Operating Room Project 01 0001 WaterSystem Water System For the Plant GB 123 Bldg1 Gear Bax EXT U3 Fire Extinguisher EXT 04 Fire Extinguisher SPMC asset 1 107 Chanter Six Utilities FaciliWorks 8i Administrator Guide Records Archive The Records Archive utility allows you to archive or un archive your completed maintenance jobs purchase orders and service requests filtered by Asset ID date created or date completed This utility can also be run for calibrations when using FaciliWorks 8i Calibration Archiving will move your records from the current group of reco
5. Group Administrators Select Object 9 Form Form Control select Form e O Report O Report Control Default Permissions Q Functions Permissions exceptions to the default properties Na Access O Read Only Add Only O Edit Only Add Edit CO Edit Delete Add Edit Delete Form Click this radio button to edit permissions to forms Select Form This field appears when you select the Form radio button Use the drop down list to select each form to which you need to assign rights for this group You can edit rights for only one form at a time Permissions The options in this field will vary depending on which form is selected Each permission type is listed below not all of them appear for every selection Click the radio button for the appropriate level of access for the group e No Access Users cannot see edit add or delete records in this category e Read Only Users can only view records e Add Only Users can only add new records in this category e Edit Only Users cannot add or delete records but can edit them e Add Edit Users can edit records and add new ones but cannot delete them It is highly recommended that general users not be given rights to delete records e Edit Delete Users can edit or delete existing records but not add new ones e Add Edit Delete Users can edit add and delete records FaciliWorks 8i Administrator Guide Chapter Five Personnel 96 Form Control Permis
6. Scrapped Destroyed In Calibration Maintenance Jobs Check the boxes to specify the required identification fields on PMs and WOs Maintenance Jobs Require Asset ID for Preventive Maintenance Require Task ID for Preventive Maintenance E Require Asset ID for Work Order E Require Task ID for Work Order E Allow Closing Out of Preventative Maintenance Jobs Enable Date Critical Date Critical Percentage Enable Meter Critical Meter Critical Percentage Show duplicate PM WO Message Require Asset ID for Preventative Maintenance Require Task ID for Preventative Maintenance Require Asset ID for Work Order and Require Task ID for Work Order Check the checkboxes for the conditions that need to be met regarding the asset and task ID fields for preventative maintenance jobs and work orders It is recommended that all boxes be checked for better tracking FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 40 Allow Closing out of Preventative Maintenance Jobs permits you to close a PM without actually completing it This will force FaciliWorks to generate the next scheduled PM All closed incomplete PMs will be listed at the bottom of the Manual Create PMs form Enable Date Critical Enables the software to display scheduled jobs in Manual Create PMs based on the critical of the date based schedule overriding the lead time specified in Auto Manual Create PMs Date Critical Percentage The sc
7. 000000067E 03 30 2006 000000067 03 30 2006 anO0000696 03 30 2006 0000000705 03 30 2006 oooo0o00714 03 30 2006 OODODOD2 23 03 30 2006 0000000496 03 30 2006 Click OK to return to the Record Archive form To un archive records enter the appropriate information in the filter fields and then click the Un archive button and a confirmation message similar to the following will appear A 30 Record s UnArchived Click OK to return to the Record Archive form 1OO chapter Six Utilities FaciliWorks 8i Administrator Guide For 8i Calibration selecting Calibration as the record type will change the Asset ID field to a Gage ID field Also specific to the Calibration record type is the View Cal Meas button Clicking this button will display calibration measurements for each gage within the filter criteria sorted by Gage ID Gage ID Date Time Standard ID Before After FaciliWorks 8i Administrator Guide Chapter Six Utilities 110 Chapter Seven The Data Tools menu contains utilities that are intended for one time use Use these features only when instructed to do so by Technical Support or FaciliWorks documentation such as manuals or update notices Calculate Due Dates and Meters Reset Open Tasks Fill Maintenance Dates Reset Tool Issue Status Fill Fart and Tool Use Find Uncodeable Records Remove Spaces Convert 4ssets Gages Repair PMs and Work Orders Dates 111 Chapter Seven Data Tools FaciliWorks
8. Continuing Education Units In this field enter the number of credit units earned for the training Enter any other relevant information for this training or certification in the Comments field 87 Chapter Five Personnel FaciliWorks 8i Administrator Guide Work Orders Tab This screen displays the work orders assigned to the staff member Information Training i Work Orders i Issued Tools mo mg Record 14 uh ep of 13 Customize Form Staff Ip 2781 Staff Mame Stan Smith Work Orders DES ERR GER Pd DES ER GER ER GE SEN EE Repay ER GE PS EE GR RER GE This information is not editable in this screen it is automatically populated with information from work order records Click a column header to sort the list by that field Click the green box to the right of a field to view the work order record the form displayed is the same form that can be accessed by navigating to the Work Orders gt Work Order Manager gt Information tab Issued Tools Tab This screen lists the tools currently issued out to the staff member This information is not editable in this screen it is automatically populated with information from the issuance of tools When a tool is returned it no longer appears in this list this is not an issuance history Click a column header to sort the list by that field Information Training L work Orders L Issued Tools a Record I4 4 ht l b n of 13 Customize Form ssued
9. Use the record navigation bar to locate the record for the user Use the Grouping ID pop up list to select the group to which this user should have access the Grouping Description field will be automatically populated wr Ww Record i 46 Ir HM of 16 Customize Form User Mame Administrator User Asset Grouping Grouping ID Grouping Description lt Update Click the Update button This will save the record and will create another Grouping ID field to assign another group to the user Click Update after each group selection 1 03 Chapter Five Personnel FaciliWorks 8i Administrator Guide Chapter Six Utilities are functions that are used to maintain your FaciliWorks database Viewing the audit log modifying the concurrent user license and archiving records are some of the functions that can be performed from within this menu From the Main Menu click Utilities Utilities Audit Log Modify License Asset Parent Child History Record Archive FaciliWorks 8i Administrator Guide Chapter Six Utilities 104 Audit Log The Audit Log is a record of database usage such as record modifications and deletions the name of the user who performed each action and the date and time of each action The Audit Log is a non editable form Records can be filtered using either the Quick Filter or Advanced Filter Please see the FaciliWorks 8i User Guide for filter instructions Customize Farm Audit Log To
10. cybermetrics com zi Service Requests Form Tabs Sub tab From the Form Name drop down list select the form whose tab names you would like to change In the Tab Caption field overwrite the existing contents with your preferred text and click the Save button Custom Labels E Form Captions Form Tabs Asset Custom Calibration Custom I Part Custom Form Name Admin Settings Asset Custom Asset Custom Sub tab Field types field text attributes and font weight for the user defined fields within Assets and Gages in 8i Calibration can be customized in this section Custom Labels Form Captions Form Tabs Asset Custom Calibration Custom Bart Custom Task Custom v Text Field m LabelaageuserDefi fisage User 10 Gage User Def 10 Normal Bold y PESE Prext Field weg LabelisageUserDef11 gage User 11 Gage User Def 11 Normal Bald 3 Text a Text Field wm LabelaagellserDef12 Gage User 12 Gage User Def 12 Normal Bold List FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 60 Use the Field Type drop down list to select the type of field Text Date or List Text fields can contain letters and or numbers Date fields can only contain properly formatted dates and List fields have associated pop up lists from which field contents are chosen Please see the Admin Settings gt Advanced tab for more information on customizing pop up lists In the Text field enter the name of
11. es afe Feeg acc 1 Delete Subject New Request For Facilities Body There is a new service request for the Facilities group Cancel Click the Perform Action radio button Use the Action drop down list to select Send Email and then check the Send List checkbox Thus far we have specified to send an email to a recipient list The list is created using the Staff ID pop up list Use the pop up to select the technician who will receive the email for the FAC assets Save the record Notice as you save the record FaciliWorks makes another record available for you Continue to add staff as needed and save each record Complete the Subject and Body fields When you are finished click the Save button at the bottom of the form 81 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Create Step to Perform Action 2 Next create the step to send an email to the IT technician Click the New button at the top of the form to create a new Step Enter a Workflow Step ID and Workflow Step Description workflow Step ID Jop Notification to IT workflow Step Description SR Matification to IT Tec Type Of Setup e Perform Action Make Decision Await Approval Action Send Email w Send List Send Issue To Cl send Requester send Grouping List C Send Authorized Users send Technicians Cl send Supervisor send Labor Staff Staff ID Staff Name E mail Delete Mike Fisher mike Fisher c
12. Criteria Select And or Or for multiple criteria Field Select the field to create your criteria The contents of the Field pull down list depend on the selection made in the Select Records From pull down Condition Select the condition from the pull down list Value Select the value from the pull down list or type the value into the field Add to List After specifying a criterion click this button to add it to the list of criteria Run this Step when no other Steps are run Select a step from the pop up list if you need to run an alternate step when no other steps are triggered FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 78 Await Approval When you select to await an approval you need to check the checkbox that will specify the type of approval you are awaiting You then must decide on your courses of action for approval and non approval Type Of Setup Q Perform Action Q Make Decision 9 Await Approval Action Approval From List F Approval From Issue To Approval From Requester O Approval From Grouping List Approval From Authorized Users F Approval From Technicians Approval From Supervisor F Approval From Labor Staff Subject L o O Body Customize This Form Staff Mame E mail J Bere Next Step Approved Next Step Not Approved Action Use the Action pull down to select the action to be performed Send Email or Send SMS Message Approval From Check the appropriate
13. FaciliWorks 8i Administrator Guide Index 124 125 Global Settings 19 27 56 Groups Permission 95 Hide Buttons 48 97 Host 121 Inventory Costing Method 38 FIFO 38 LIFO 38 Weighted Average 38 Issue Return 48 Language 23 32 English 23 32 French 23 32 opanish 23 32 Launching FaciliWorks 15 LIFO 38 Lists Detail of List 64 65 Drop down 17 Pop up 17 self building list 64 Logo 37 Logon Method 45 ADS Logon 45 46 Application Logon 45 46 Web Single Sign On 46 Windows Logon 45 46 Main Menu 18 25 26 34 35 48 59 60 62 85 104 119 Main Menu Options 25 34 Maintain Calibration Procedure History 44 Index FaciliWorks 8i Administrator Guide Maintenance Certificate Statement 37 Maintenance Jobs 19 20 27 28 29 36 40 56 113 Maintenance Job Progress 67 Maintenance Jobs Calendar 19 20 27 28 29 36 56 Manual Create Preventative Maintenance 42 Meter Based Schedule 43 Meter Critical 41 Method 29 Modify License 16 106 New User 93 Numbering Schemes 54 55 Object Permission 101 Overwrite 22 31 Part Custom 61 Password Change 46 93 94 Password Length 47 Permissions 89 91 95 96 97 98 99 100 101 Default Permissions 95 Form Control Permissions 97 Form Permissions 96 Functions Permissions 100 Object Permission 101 Report Control 69 99 Report Permissions 98 Personal Settings 19 Personnel 17 48 85 89 92 93 102 116 Pre filter 24 33 62 63 Procedures 130 Purchas
14. I gt H ofi3 Customize Form Staff Ip 3791 Staff Mame Stan Smith v Active Address 1 ist Street ss No 22 22 2222 E mail jesmith bogus bob poe 12129 2004 ES 555 4999 Home Phone Date Hired 01 13 2005 Si Work Phone 993 3909 Ext Date In Job 01 13 2005 al Emergency Contact Mame sara Smith T Emergency Contact Phone 255 3933 Craft Code Salary 23 00 73 00 g Overtime Rate saruei si Seniorit P Staff User z shirt Day Skill Level D Check the Active checkbox to show that the employee is currently active If the employee is not marked as active his her name will not appear on reports that list available employees nor will it appear in pop up lists for Staff ID fields on various data entry screens such as the Data Administration gt Assets gt Auth Persons tab IMPORTANT It is important that you do not delete a staff record from the database This action will create orphan records and therefore all PMs and WOs associated with the deleted staff record will also be deleted If the staff member is no longer a part of your organization simply uncheck the Active checkbox Use the Craft Code field to categorize your workers by profession or trade You can use a description such as welder or electrical engineer or you can use a code such as MIG 3 or a union number combined with a classification such as 86 Journeyman or 86 Apprentice Fields such as Craft Code use pop up lists The contents
15. Scroll to the bottom of this screen to the Report Label Options pane Click the Open Normally radio button if you would like your reports to use your customized label text To use the default text click the Open with Default Label Text radio button FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 59 Form Captions Sub tab Use the Form Captions sub tab to change the display names of various forms and navigation buttons Some items in this list are also found in the Main Menu sub tab if a change is made to a name in one tab it is reflected in the other tab as well To see an example of a change made within the Form Captions sub tab click the About icon in the upper right corner of the program window rmi A Home Logout Help About Your Company Name Division Name FaciliWorks 8i Create Service Requests View Service Requests Create Work Orders Maintenance Jobs Calendar About Page ES FaciliWorks Maintenance Manager 8 6 fe Dashboard ko 21 CFR Part 11 Installation Enterprise with Calibration Data i Administration MAINTENANCE MANAGEMENT SOFTWARE Fe o For technical support call 480 295 3465 Ne RS E mail support cybermetrics com ee Web Site www cybermetrics com Maintenance Notice that the name of this form is About Page displayed on the left side of the window above the Main Menu Navigate to Configuration gt Admin Settings gt Interface gt Form Captions sub tab The first form i
16. Start of Week drop down list select your preference The selected day will be listed first in the Calendar tab and it will be the first column in the Maintenance Jobs Calendar and all calendar field pop ups The image above is the product of having chosen Sunday as the preferred Start of Week FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 56 Skip Dates In the Skip Dates pane type the date into the Date field or click the calendar icon to the right of the field to select the date Click the Save Skip Date button Clicking this button inserts a new blank field in which you may enter another date to skip After each date entered click the Save Skip Date button To delete a date click the corresponding Delete checkbox then click the Delete Skip Date button Note If a calculated maintenance due date falls on a skipped day or date using the Calculate Next Date Due button FaciliWorks reschedules it for the first working day prior to the skipped day s However if the maintenance due date has been manually entered then FaciliWorks won t apply this skip day rule Note The calendar shows maintenance of assets that have exceeded their meter time as due on the current date regardless of whether or not it is a skipped day Note When you complete a work order if the skip days or skip dates cause the next due date to occur on or before the date on which you completed the work order then the next date due moves to the next av
17. about to overwrite information in an existing record Do wou wish to continue IF vou wish ka create a new record select NO button and click New button To overwrite the data click Yes otherwise click No 31 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Datasheet Settings Type a numeric value in the Number of Records on Datasheet field the default quantity is 20 This record quantity refers to the number of rows shown at a time when in Datasheet View A larger number will take longer to load with fewer pages to view bo umber of Records on Datasheet Tool ID Serial Ma Purchase Date Manufacturer Beee LE Jl E Ee E le El Bee Color Theme Use the Select Color Theme drop down list to select your color theme preference The FaciliWorks default is Vista Color Theme Select Color Theme Language Use the Select Language drop down list to select your language preference Current language options include English Spanish and French Language Select Language English v FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 32 Form Options several forms within FaciliWorks have configurable filter and view options Form Options Form Autofilter Options Do not use Pre Filter v Approve Service Requests Form view x Do nat use Pre Filter Asset Grouping Entry Form view Asset Status Form View Do not use Pre Filter Assets Form View E Do nat use Pre Filter Au
18. check the Use Authentication checkbox and fill in the User Name and Password fields If you do not know these values ask your system administrator After any changes remember to click the Save button Resend Failed Email Frequency Enter the number of times that FaciliWorks will try to resend an email if the original sending fails Test Email Click this button to send a test email from FaciliWorks The following dialog will appear prompting you to enter an email address to send the test message FaciliWorkz 2i Please enter Email address separate by semicolon for multiple addresses Enter an email address and click the OK button to send the test email If the email was successfully sent you will receive the following message FaciliWerkz Si This application did not have any errors Check the Destination Email Address es to verify Ehe Email Test was successful Click OK to continue Email Event From the drop down list select an event that will trigger email notification With that choice made enter a subject line and email text for this event or use the sample text provided Click the Send List checkbox if this notification should be sent to a list of users To select users to receive the email notification select a staff member s name in the All Staff Members list and click the Add button The name is transferred to the Selected Staff Members list Click the Send Requester checkbox if this email notification s
19. checkbox to specify the type of approval you are awaiting Subject Enter the text for the subject line of the email Body Enter the message of the email Staff ID When the Approval From List checkbox is checked the Staff ID pop up will activate for you to select a staff member from the list The Staff Name and email address of the selected staff member will auto fill Next Step Approved Use the pop up list to select the name of the step to be performed if the step is approved After selecting the step click the button to view the specifics of the next step Next Step Not Approved Use the pop up to select the name of the step to be performed if the step is not approved After selecting the step click the button to view the specifics of the next step ZO Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Workflow Example The following example will show the creation of a workflow trigger and step setup for routing email messages when a new service request is created It is recommended that you create your workflow on paper first to grasp a thorough understanding of the process ouppose that there are service requests created for two types of assets The asset types are indicated in the Asset ID of the record an ID containing IT is of the type IT while an ID containing FAC is of the type FAC When an asset requires maintenance created from a service request an email is to be sent to the technician assigned to those
20. description Workflow Trigger ID New SR Created Workflow Trigger Description Trigger For New Service Request Workflow Active Trigger Form Service Request Trigger Event Field Change e Record Created Q Record Deleted workflow Step SF IT k Mates When a new service request is created go to workflow step SR IT and run iE Tk will look at asset ID Eo determine if IT is in the Field IF itis run Notification to IT IF itis nat run notification to FAC This trigger is based on the Service Request form when a record is created The Notes field describes the action to take place perform the step named SR IT This step has been created use the Workflow Step pop up to select it Check the Workflow Active checkbox to enable the trigger Save the form FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 84 r Five Staff Entry Staff User List User Asset Grouping Staff Entry Enter and view detailed employee records for your maintenance staff including training information assigned work orders and tools issued to each staff member Information Tab Enter a unique alohanumeric identifier for each employee in the Staff ID field the employee s full name in the Staff Name field and all other information in the remaining fields 85 Chapter Five Personnel FaciliWorks 8i Administrator Guide Information Loo Tom Work orders Issued Tools To m Record i oh
21. due today There are 1 SR that are overdue Spare Parts There are 0 parts for purchase order There are 1 parts that have reached critical limit There are 0 new purchase orders Financials There are 10 cost centers There are 0 over budget cost centers Refresh Dashboard Settings Minimize Swap Main Emergency WO by Asse Type Work Orders There are 10 PMs to be created There are 0 emergency work orders There are 2 open work orders Tools Summary There are 10 total tools There are 0 tools that are over due There are 0 tools currently issued Recent Reports Open PMs Work Orders Service Requests Summary Costs for the last 30 days 450 Contract Cost Tmt E LE Help About FaciliWorks 8i Home Logout Asset Manager There are 1 assets undergoing maintenance today There are 1 assets overdue for maintenance There are 0 assets due for maintenance today Human Resources There are 15 total staff There are 4 active staff Calibrations There are 0 Assets due for calibration today There are 2 Assets overdue for calibration There are 10 Assets with calibration schedule Asse Analysis by Downtime Hours O TimeMaint Hours 15 Part Cost 120 Labor Cost E Contract Cost 76 92 m Part Cost 2 56 96 User Name Demonstration User 2010 CyberMetrics Corporation ersion 8 6 Build 001 FaciliWorks 8i Administrator Guide Chapter Two Launchin
22. review your records for completeness and correctness Questions that you need to answer include e Where is the existing information e How accurate is the data e Are walk downs necessary to collect asset information e Should walk downs cover all assets or only assets that lack complete accurate information e sthe asset still located where it was when the original records were created e Instruct the data collection person or team on exactly what data to collect and enter This eliminates the need to look at a record more than once 1 3 Chapter One Intro amp Implementation Planning FaciliWorks 8i Administrator Guide FaciliWorks includes printable data collection worksheets that will allow you to compile organized complete records to enter into FaciliWorks Navigate to Reports gt Program Reports and select a worksheet Portable Document Format PDF tud Export Close 1 Bm SKS EI E c LN iex Fores CECR 07 08 2010 Asset Entry Worksheet Asset Information Warranty Information g Asset ID Status Accounting Information From this window the worksheet can be printed or exported as a file FaciliWorks 8i Administrator Guide Chapter One Intro amp Implementation Planning 1 A Chapter Iwo 1 Open Internet Explorer 2 Enter the URL in the address field and press Enter 3 The FaciliWorks Log In screen will appear Your Company Name Division Name Lag In Wem 0 0 0 0 eme Cha
23. self building pop up lists such as task priority manufacturers etc Define Pre filter Define the pre filter items used to search database records For example the current asset record Quick Filter contains four fields Find Records that match these criteria wg Find Find Al Clear Filter Cancel FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 62 To modify the pre filter navigate to the Configuration gt Admin Settings gt Advanced tab Click the Define Pre filter link to the right of the entry form you want to modity C Entry Form Task Schedule Entry Define Pre filter Service Request Letter Define Pre filter Work Order Cause Entry Define Pre filter Budget Entry with Components Define Pre filter Work Order Manager Define Pre filter Edit Pls Define Pre filter Assets Define Pre filter Staff Entry Define Pre filter A Pre filter Criteria for Assets window will open to display a list of all fields by which the asset records can be filtered when using the Quick Filter function Pre Filter criteria for Assets Fields UI D T r1 rm Ci at uf SS a Asset Description Asset ID Asset No Asset GAN Asset Type In the pre filter window click the checkbox associated with the fields to be included on the pre filter Click the Save button at the bottom of the window to save any changes and close the window when finished Navigate to the Data Administration gt Asse
24. to use multiple databases to avoid waiting too long for records to process and for reports to generate Maintenance Tasks Your data building strategy should also include how you are going to handle maintenance tasks Should you create stand alone or cumulative tasks for multiple frequencies such as semiannual and annual tasks Does the annual task include the maintenance procedures of the semiannual or should you create both orders when they coincide once a year Data Collection To begin entering your asset inventory into FaciliWorks you ll need to either collect your existing records such as paper files cards and printouts or create new records from scratch If you re switching from another computer based maintenance system you may be able to import your records to FaciliWorks Facili Works can import records from the application s standard excel based templates These templates can be obtained from the installation of the DTU program on the same CD as your FaciliWorks 8i software If your records are in a system that uses a proprietary file format you may still be able to import your records by printing a report to a file or writing a software program to extract the records CyberMetrics can be contracted to assist you with the import and record conversion process If you are unable to import records from another computer system and must manually enter your records from hard copy records you can take this opportunity to carefully
25. you need to assign rights for this group You can edit rights for only one report at a time Permissions Click the radio button for the appropriate level of access for the group e No Access Users cannot view the report it won t appear in the list of available reports on the Reports menu e Report Preview Users can preview and print the report FaciliWorks 8i Administrator Guide Chapter Five Personnel 98 Report Control Permissions All labels data field placeholders and checkboxes are Report Controls Groups Groups Permission Object Permission Select Object Form Select Report C Report Select Control S Report Control cru Default Permissions Permissions exceptions to the default properties Nn Access Preview Report Control Click this radio button to edit rights to specific controls in reports Select Report This field appears when you select the Report Control radio button Use the drop down list to select each report to which you need to assign rights for this group You can edit rights for only one report at a time Select Control Ihe available options in this field will vary depending on which report is selected in the Select Report drop down list Use the drop down list to select each control to which you need to assign rights for this group You can edit rights for only one control at a time Permissions Click the radio button for the appropriate level of access for the group e No Access U
26. you new password User ID Password esse New Password esse Confirm Password esse Change Password Enter those values and click OK You will receive the following message Windows Internet Explorer EA A Fassword changed successfully Minimum Password Length Enter the minimum number of digits required for passwords Require Mixed Case Require Alpha and Numeric and Require Symbols Check these checkboxes to require these characteristics in all passwords These requirements make passwords difficult to guess which increases security Unsuccessful Login Attempts FaciliWorks can be configured to dispatch a notification email after a specified number of unsuccessful login attempts are made use of incorrect User IDs and or Passwords The default is three attempts but this number can be modified See the Email Options tab to define email settings Login Failure Email List Enter the email address of each person to be notified of the unsuccessful login attempts and separate multiple email addresses with semicolons After ____ Unsuccessful Login Attempts Enter the number of attempts allowed prior to an alert being sent to the recipient list When this number of attempts has been made the user will receive the following message Faci li Works 8i The number of login attempts has been exceeded The application will terminate The email alert will be sent The user can then click the OK button and immediat
27. your custom field as you would like it to appear on a form Use the Font Weight radio buttons to specify your text weight preference If you ve chosen to create a List field click the button associated with the field The following window will open allowing you to specify the items within the new list Choose What Type of List to build C From Table Custom List Select a Table Appi Select 4 Field Add Items to list Note Each added item should be separated by example Item1 Itemz etc If you click the From Table radio button the two drop down lists become active Select a Table and Select a Field the Add Items to List field becomes inactive Selecting a table activates choices for the field Creating a list from a table allows you to use existing FaciliWorks lists for your new List field To create a custom list click the Custom List radio button this activates the Add Items to List field Enter multiple list items by separating them with semicolons do not insert spaces between list items Click Save and close the window Also be sure to click Save at the bottom of the Asset Custom form after any changes Changes made to asset fields appear in the Data Administration gt Assets gt User Defined tab changes made to gage fields 8i Calibration only appear in the Data Administration gt Assets Show All Gages gt Additionals tab Calibration Custom Sub tab 81 Calibration only Customizing user de
28. 5 40 43 44 48 52 53 55 60 61 65 75 89 94 108 110 115 117 Calibration Custom 61 Calibration Service Request 40 Cal Options 44 Certificate of Calibration Statement 44 Change Database 38 Change Main Menu Order 26 35 Change Password 46 47 94 Changing or Deleting a User ID 95 Closing out of Preventative Maintenance Jobs 40 Color Theme 23 32 Combo Box 74 75 Company Name 36 Configuration 18 Convert Assets Gages 117 118 Copy Permissions 89 Cost Center 72 Create a New User 93 Critical Percentage 41 Currency Symbol 20 30 Custom Labels 58 86 1 23 den FaciliWorks 8i Administrator Guide Dashboard 16 Database 38 121 Data building Strategy 12 Data Collection 13 Data Entry 17 Datasheet 23 32 69 Data Tools 100 111 116 117 118 Calculate Due Dates and Meters 112 Convert Assets Gages 117 Fill Maintenance Dates 112 Fill Part and Tool Use 113 Find Uncodeable Records 115 Remove Spaces 113 Repair PM and Work Order Dates 114 Reset Open Tasks 114 Reset Tool Issue Status 114 Date Critical 41 Date Format 20 30 Display Value 29 Division Name 36 Electronic Signature 50 Electronic Signature Login 50 Email Options 47 51 Enable Reports 21 22 30 31 41 48 54 Failure Notice Statement 44 Field Overwrite Warning 22 31 FIFO 38 Fill Maintenance Dates 112 Fill Part and Tool Use 113 Find Uncodeable Records 115 First Day of Week 20 28 Form Captions 59 Form Options 24 33 Form Tabs 60
29. 8i Administrator Guide Calculate Due Dates and Meters This utility recalculates all maintenance due dates For example if you change the maintenance frequency for punch presses from 60 days to 90 days and you have 25 punch press records it would be easier to update the due dates by running this utility than to manually alter each of the 25 records The following window appears when clicking the Calculate Due Dates and Meters button Maintenance due dates and meters will be re calculaked Far all records Are you sure you want bo do this seen Se Fill Maintenance Dates This utility fills in any missing dates for completed work orders For emergency work orders FaciliWorks makes both the maintenance due date and maintenance done date the same as the date on which the work order was created For regular work orders the program assigns a date of one week after the creation of the work order The following window appears when clicking the Fill Maintenance Dates button This utility wll Fill maintenance records with information From the date Field in PMs and Work Orders entry PMs and Work Orders will only have the dates filled in if those dates are blank Emergency PMs and Work Orders will be Filled in with the dates the PMs and Work Orders was created Non Emergency PMs and Work Orders will be Filled in with a date a week after the PMs and Work Orders was created Do you wish to continue ee ca FaciliWorks 8i Administrator Guide Chapter Se
30. Days 1006 2009 M AL 05 A DESC 05 SM 05 CURLOC 05 25 FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 30 Reports Auto Calibration Due Report for 8i Calibration only This report is a detailed list of all calibrations currently due Enable auta calibration due report Auto calibration due report settings beo start Frequency End Frequency Include past due Check the Enable Auto Calibration Due Report checkbox In the Start Frequency and End Frequency fields enter a numeric value in the left hand fields and select a unit of time from the drop down lists in the right hand fields If you would like past due calibration orders to be included in the report check the Include Past Due checkbox After making any changes be sure to click the Update button at the bottom of the form With this report enabled each time you log in to FaciliWorks and attempt to navigate away from the Dashboard you will receive the following prompt Facilitvorks Si The Auto Calibration Due Listing Report is enabled Do vou want to view Ehe report Click No to close the message and return to the program or click Yes to view the report Field Overwrite Warning Check the Field Overwrite Warning checkbox to receive a warning message when you attempt to overwrite any identification or key field contents Field Overwrite Warning You will receive the following message when you attempt to save the changes Facilivorks 8i You are
31. E 43 Cal Options Tab 8i Calibration only nne 44 UN A RTK 45 Kus icio E 45 Hoc NND cu mmt 46 FaciliWorks 8i Administrator Guide Table of Contents 6 Uncucce sra E SI Eee es RR TREES 47 peste issue TOU ONZE E 48 Users with Limited Rights nmn 48 Pec EE 48 ESCO ING SAAS LO EE 50 einge ES euo AI ofc m 51 A tomatic URIDSHNS TAD ssena iE eE E EERE ni 53 36 MI EE 56 Oy We e NR TERT 56 v DEPT NCC 57 Calendar Meter Date RE 57 luci eH E 58 CISION ele e 58 OWN AOS U SNNT TET 59 Beieneen Bs ame een ne E ESE set 60 Asset Custom UD Id D NORTE TTE 60 Calibration Custom Sub tab 8i Calibration on 6l ze STO os RR 6l Task Custom Sub tab ssssssssee nene eee 62 Main Menu Sub tab enn 62 Ee T s ERR 62 PANG SN EE 62 UE OE 62 ES NOT EG REPREHEN 64 service Reguest BT EEN 66 Maintenance Job Service Request Progress eeeeeeeeeeenen nennen nnn nnn 67 Asset Eeer 68 Report COME O EH PU 69 Asset Grouping Entry ossia scusa qubd vid nuinsud lua caasa ds PeaduMiv AD dE crates Valdald ua ncE EMI EM nne 70 alie agr wie D ALY Em 70 EE IRR T T 70 BE E E 7 2 COSE Center ENUY EE 72 Work Order Cause Entry EE 73 Combo Box ENUY TTE TERT 74 Geld Ale 75 rel HOW HS SE EE 75 Work HOW ed I S NN TR 6 xS ARE eM MO E TEE E T E E ET Ei i VIR e WE 78 E 1 219 9 2 eene 79 Workflow E
32. TWARE but you may transfer the SOFTWARE and accompanying written materials on a permanent basis provided you retain no copies and the recipient agrees to the terms of this Agreement LIMITED WARRANTY CyberMetrics warrants that you may return the SOFTWARE and all accompanying written materials for any reason for a full refund for a period of 30 days from the date of receipt CUSTOMER REMEDIES CyberMetrics entire liability and your exclusive remedy shall be at CyberMetrics option either a return of the price paid or b repair or replacement of the SOFTWARE that does not meet CyberMetrics Limited Warranty and which is returned to CyberMetrics with a copy of your invoice or receipt This Limited Warranty is void if failure of the SOFTWARE has resulted from accident abuse or misapplication Any replacement SOF TWARE will be warranted for the remainder of the original warranty period or 30 days whichever is longer NO OTHER WARRANTIES CyberMetrics DISCLAIMS ALL OTHER WARRANTIES EITHER EXPRESSED OR IMPLIED INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE SOFTWARE THE ACCOMPANYING WRITTEN MATERIALS and ANY ACCOMPANYING HARDWARE THIS LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTHERS WHICH VARY FROM STATE TO STATE NO LIABILITY FROM CONSEQUENTIAL DAMAGES In no event shall CyberMetrics its distributors its representatives or its suppliers be l
33. Web Full rights it is not necessary to check any other checkboxes 11 In the All Groups pane highlight the group s to which this user should belong then click the Add button This assigns the user to the group s and the groups are then listed in the Member Of pane You must assign each user to at least one group and it is recommended that each user be a member of only one group Note The user receives the lowest level of privileges available in the groups to which he or she is assigned For example if the user is assigned to a group that cannot delete tool records but is also assigned to a group that can delete tool records the user will not have permission to delete tool records 12 Click the Save button to save the new user record Change Password To change a user s password click the Password button and the following window will open New Password o Require Password Change Enter a new password in both fields click the Require Password Change checkbox if necessary and click OK FaciliWorks 8i Administrator Guide Chapter Five Personnel 94 Changing or Deleting a User ID You cannot change a User ID you can only delete the user and create a new one Once a User ID has been used it cannot be reused FaciliWorks retires the ID The reason for this is that User IDs are shown in Audit Log records To delete a user use the User ID drop down list to select the record and click the Delete button The following confi
34. acili Works Si The Auto Work Order Due Listing Report is enabled Do you want to view the report Click No to close the message and return to the program or click Yes to view the report Portable Dacument Format PDF V Export Clase gl O M OR QaQfiox iech O sek m oar a por or og joa por ror or o ro nr por ro or or nr nr por rr or gb or or rs por ror Nor or rn gp or n on 1 1 Your Company Name Division Name Auto Due Listing 02 25 2010 Fage 1 of 1 Due Date Asset D Description Asset SH Curent Location Date Frequency S Time Lett Task ID Task Type Pricity WO PIM Humber Meter Frequency i 032009 VALAIS DESC 03 SMN U3 CLIR Loc O3 23 0 TASK 03 TASK TYPE OO PRIORIT 03 VO 2 Days 10062009 VALS A DESC 05 SN O5 CLIR LOC 05 25 0 TASK 05 A TASKT PE 05 PRIORITY 5 Vy Days 21 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Reports Auto Calibration Due Report for 8i Calibration only This report is a detailed list of all calibrations currently due Enable auta calibration due report Auto calibration due report settings beo start Frequency End Frequency Include past due Check the Enable Auto Calibration Due Report checkbox In the Start Frequency and End Frequency fields enter a numeric value in the left hand fields and select a unit of time from the drop down lists in the right hand fields If you would like past due calibration orders to be included in the report ch
35. age Ip PI04 Gage Description MITUTOYO 0001 ELEC DROP IND Status Storage Location 7 Ref Standard Current Location la N MIST Mo n In Service 0 H Gage S M _ Retirement Date BH Gage No supplier Code Model Ma Cost 0 00 Gage Type Purchase Date 10 22 1993 Hn Uo Userl Drawing No seen Manufacturer Drawing Date H Owner Change Level M ChangeDate Es Motes Issue Return Clone Calibration M Attach Standards Attach Procedures To convert it to an asset record navigate to Data Tools gt Convert Assets Gages click the Asset View radio button and then click Apply DIO4 MITUTOYO 0001 ELEC DROP IND The new view of record DIO4 would appear as follows Financial Event Lag Part List Information d PM Task Calibration Setup Operating Costs Auth TE Record Week e of 1 Filtered LIESS ERR eebe Asset Record Customize Form Asset ID OI Asset Description MITUTOYO 0001 ELEC DROP IND Locations Priority Storage Location asset SIN _ 341 Current Location LAB H Supplier Code Manufacturer Asset Type Clone Attach Task Ma View Open Work Orders FaciliWorks 8i Administrator Guide Chapter Seven Data Tools 1 1 8 Chapter Eight From the Main Menu select System Info to view usage database and host information Database 1 1 9 Chapter Eight System Information FaciliWorks 8i Administrator Guide Navigate to Syste
36. ailable date after the skipped days or dates For example if a work order that must be completed daily a one day frequency is completed on Friday and Saturday and Sunday are skipped days then the next maintenance would be due on Monday However if a work order with a frequency of two or more days is due on a Saturday or Sunday and those days are skipped days the maintenance will be due on the preceding Friday Fiscal Year Begins Select the month in which your company s fiscal year begins FaciliWorks uses this information in calculating budgets Calendar Meter Date Schedule Check the Use both meter based and date based schedules checkbox to use both meter based and date based schedules If this checkbox is not checked FaciliWorks uses date based schedules only Calculate Preventative Maintenance Months Out Enter a numeric value in this field Using a large number may unnecessarily use up system resources 57 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Interface Tab The interface settings permit you to customize labels and captions for forms throughout FaciliWorks Each form that has a Customize Form link in the upper right hand corner can also be altered within the Interface tab Custom Labels Sub tab Use the Form Name drop down list to select a form whose labels you would like to customize m oe Numbering E Custom Labels Farm Captions remTes As
37. asset types IT assets are sent to the IT technician facility asset types are sent to the FAC technician A workflow process will be created to accommodate this task First create the workflow on paper The following flowchart illustrates the situation When a new service request is created the Asset ID field is checked to determine if it contains the letters IT If it does send an email to the IT technician If it does not send an email to the FAC technician A new service request is created Check the Asset ID Does it contain IT Yes No Send SR Notification Send SR Notification to IT technician to FAC technician To create the workflow we will begin by creating the last step and work our way backward The reason we do this will become apparent shortly FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 80 Create Step to Perform Action 1 First create the step to send an email to the FAC technician Navigate to Configuration gt Workflow Step Setup Enter a Workflow Step ID and Workflow Step Description workflow Step ID SR Notification to FAC workflow Step Description Sr Notification to FAC Te Type Of Setup e Perform ction CO Make Decision Await Approval Action Send Email w Send List Send Issue To Ll Send Requester send Grouping List L Send Authorized Users send Technician s Ll Send Supervisor send Labor Staff Staff ID Staff Name E mail Delete
38. ce Requests Create Work Orders Maintenance Jobs Calendar Main Menu gt Configuration gt Personal Settings 35 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide To create shortcut links to the areas of the software you use most often use the drop down lists in the Form Shortcut fields 01 05 The text versions of these shortcuts appear in the header of the FaciliWorks window above the breadcrumbs pictured above when you re viewing any area of FaciliWorks except the Dashboard When on the Dashboard these shortcuts appear in the icon toolbar located on the green header strip pictured below above the dashboard summary window The Maintenance Jobs Calendar icon is included in your shortcuts by default Clicking the blue arrow button next to the Maintenance Jobs Calendar icon shows or hides the shortcut icons Minimize Swap Maintenance Jobs Calendar Breadcrumbs and shortcuts can be deactivated by un checking the Show Breadcrumbs in Header checkbox and leaving the five Form Shortcut fields blank Admin Settings User Information Tab In the Admin Settings gt User Information tab enter your company information in the appropriate fields and upload your logo The address entered here will appear as the ship to address on all purchase orders created within FaciliWorks along with the Taxpayer ID Number and Purchase Order Statement The two fields for company name Name and Division Name and the optional logo wil
39. ce requests are created Type a numeric value in the next field to represent the number of service requests that must be created before you receive the alert The message will look similar to the following Message from webpage AN You have 1 new service requests Main Menu Options Check the checkbox to make the Main Menu item visible uncheck the checkbox to hide it The Configuration checkbox cannot be unchecked this prevents the user from being locked out of the software Main Menu Option Dashboard Data Administration Calibrations Preventative Maintenance Service Requests Work Orders Personnel Inventory Tools Graphs Reports PDA Confiquratian Data Tools Utilities System Info 25 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Change Main Menu Order The items in the Main Menu are sorted as follows by default Calibrations is only present in FaciliWorks 8i Calibration E on Dashboard UE Data Administration A Calibrations Preventative Maintenance K Service Requests Work Orders 1E Inventory ml Personnel il 6C Tools Change Main Menu Order E Dashboard Data Administration Reports Calibrations SG Preventative Maintenance Service Requests Pare Ai PDA Work Orders Move Up K Personnel Inventory Move Down li g Graphs Tools KE Graphs Reports Es Configuration PDA Configuration Change the order of these items by clicki
40. ciliWorks 8i Administrator Guide Calendar Refresh Interval Enter an interval of time in minutes for the automatic refresh of the Maintenance Jobs Calendar When you view the calendar the program will automatically update the data according to this interval To view the calendar click the calendar icon in the green header bar on the Dashboard The number of minutes remaining until the next refresh will be displayed toward the top of the calendar To refresh the calendar manually click the Refresh button Customize Form Time Until Automatic Refresh Min Refresh First Day of the Week Use the Select Start of Week pull down list to select the day of the week on which your work week begins This day will be the first column in your Maintenance Jobs Calendar and all calendar pop ups First Day of Week Select Start of Week Calendar Range Calendar Color coding Calendar Range In the Calendar Range section define the range of time available for viewing in the FaciliWorks calendar The two fields in this section are Number of Months to Look Ahead and Number of Months to Look Before To make only the current month available for viewing enter O in both of these fields These fields default to 6 and O respectively Calendar Range Number Of Months To Look Ahead Number Of Months To Look Before FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 28 Calendar Include Click the radio buttons to
41. ction is enabled as in the image above every seven days upon logging in to FaciliWorks the following dialog will appear Facilivvorks Si The Application will run the Auto Create Preventative Maintenance 41 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Click OK A list of any PMs that could not be automatically created will appear in a separate window Asset ID Task ID Next Date Due Reason for not creating PM Select Fix OO Truck F 1021 Yinsp O47 05 2007 o02 Cony Con 001 Quarterly 09 29 2006 Cafe Ice Mach 06 13 2006 Last Maintenance Date discrepancy au Fe penso Last Maintenance Date discrepancy Comp O011 Comp D01 D01 D6 04 2007 Select All Unselect All Fix All Selected Filter correctable records only An asset that already has an open PM or work order will appear in this list only if the Allow Duplicate Preventative Maintenances checkbox is unchecked If that checkbox is checked these PMs would have been automatically created because duplicates are allowed If an asset s schedule contains a date discrepancy this can be corrected Click the Fix button beside the individual records or check multiple checkboxes associated with the assets and click the Fix All Selected button at the bottom of the form When the Fix button becomes inactive you can navigate to Manual Create PMs and manually create the adjusted PM Create Preventative Maintenance for Shadowed Task will cr
42. d Audit Log to be able to view all of the above details plus have the option to click Details to the right of each record to view data values before and after each modification Audit Log Details Customize Farm Remove Audit Trail Records after this many days Enter the number of days of Audit Trail data to store FaciliWorks will automatically purge data older than this value For example enter 7 to keep the last week s Audit Trail data Enter O to keep a comprehensive audit trail record NOTE If you have installed the 21 CFR 11 compliant version of FaciliWorks the Advanced Audit Log is permanently enabled 49 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Electronic Signature Login Check the Electronic Signature Login checkbox to require a user to enter his User ID and Password in order to sign a record When a PM or work order is completed and the record is saved FaciliWorks will prompt you to go to the Signature tab to sign off on the order NOTE If you have installed the 21 CFR 11 compliant version of FaciliWorks Electronic Signature Login is permanently enabled For instance in a PM record on the Signature tab a user clicks the Sign button in the Done By pane to signify that he has completed the work on that PM Information Schedule Labor Contracts i Parts i Tock E Variables IEEE ir ww of 767 Record I4 4 l b FI ah Dr Filtered Pena PM aooo000082 PM Description A
43. d Meters eeeeeeeeeeeeeerneenee nennen nnn nnn 112 Fill Maintenance Dates eese nennen nnn nnn nnn nnn nnn nnn nnn nnn nnn 112 Fil Part anad Tool MIS ec M 113 REMOVE SPACES REIS EST A 113 Repair PM and Work Order Dates ananannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn ne 114 Reset ODEN RE 114 Reset Tool euer eege deed 114 FING Uhcodeable TTT 115 Convert Assets Gages for 8i Calibration only eere 117 FaciliWorks 8i Administrator Guide Table of Contents 8 Chapter Eight System Information 119 SAGO m 120 DLR o e a ENEE EE 121 POE 121 Index 122 9 Table of Contents FaciliWorks 8i Administrator Guide Chapter One Intro amp Implementation Planning Welcome to FaciliWorks Welcome to FaciliWorks Enterprise Asset Management for Windows a computerized maintenance management software CMMS program that gives you an easy to use flexible system for scheduling managing and tracking your maintenance tasks This Administrator Guide is intended to be used by supervisors and network administrators who will be responsible for leading the implementation of FaciliWorks This guide includes instructions for setting up users security and user defined program settings and performing advanced system maintenance features For more information about entering records in
44. dministrator Guide Click OK FaciliWorks inserts the newly generated number into the Asset ID field Asset ID eu on Status 3 priority Supplier Code Manufacturer a Calendar Tab The Calendar tab within Admin Settings allows you to define certain dates and days of the week that you want to skip These can be weekends holidays vacation periods or plant shutdown periods User Information General Options Cal Options Security Email Options Automatic Murmberin Skip Date Entry Fiscal Year Begins Skip Sunday Skip Dates skip Monday Date Se pri skip Tuesday Iden s May June Skip Wednesday 11 26 2010 al July August CI skip Thursday Do oo o September Octob Skip Friday SE Save Skip Date Delete Skip Date December v Skip Saturday i EA d Calendar Meter Date Schedule use bath Meter based and Date based Schedules Preventative Maintenance Schedule Calculation Calculate Preventative Maintenance Months Out Cancel FaciliWorks automatically sets the next maintenance due date of an asset based on a user defined frequency If the next due date must fall on a weekday FaciliWorks has a Skip Date feature which will force a due date to the last working day before a skipped day Skip Days of the Week Fach day of the week is listed with a corresponding checkbox check the box to skip the day To change the order of this list navigate to Configuration gt Global Settings and using the Select
45. e Meter Left field and use the drop down list in the Unit field to select a unit of measure Then click the Save button below the Meter Left field to save the data A new blank record will appear allowing you to enter another meter amount and unit of measure To delete a meter value click the associated Delete checkbox then click the Delete button When the confirmation window appears click OK to delete the record s 43 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Cal Options Tab 8i Calibration only User Information General Options Security Email Optic Maintain Calibration Procedure History It is hereby certified that the above described instrument conforms to the original manufacturer s specifications and has been calibrated using standards whose accuracies Certificate of Calibration Statement are traceable to the National Institute of Standards and Technology within the limit It is hereby stated that the above described instrument does not conform to the original manufacturer s specifications and has been Failed based on accuracies Failure Notice Statement that are traceable ta the National Institute of Standards and Technology and are within the limit Cancel Maintain Calibration Procedure History If Maintain Calibration Procedure History is set to true checked then the text of a specific procedure can be edited until it is used in a calibration record Once it i
46. e Order Statement 36 FaciliWorks 8i Administrator Guide Index 1 26 127 Records Archive 108 Remove Spaces 113 Repair PM and Work Order Dates 114 Report Control 69 99 Require Password Changes 46 Reset Open Tasks 114 Reset Tool Issue Status 114 Restrict Issue 48 Security 45 48 89 92 93 97 105 120 Security Group 93 Select Database 38 Server 38 51 Service Request 25 34 39 40 66 67 76 78 84 service Request Alert 25 34 service Request Letter 66 service Request Progress 6 7 Shortcuts 26 35 Skip Dates 57 Skip Days 57 Staff Entry 85 87 93 97 116 Staff User List 102 Start of Week 20 System Information 119 Database 121 Host 121 Usage 120 Task Custom 62 Task Shadowing 38 Taxpayer ID Number 36 Tax Rate 38 TIN 36 Tools 17 88 100 111 116 117 118 Issued Tools 88 Training 10 Trigger Code 16 Index FaciliWorks 8i Administrator Guide Un archive 109 Uncodeable Records 115 116 Unsuccessful Login Attempts 47 Usage 120 User Asset Grouping 103 User ID 95 Changing or Deleting 95 Create a New User 93 Utilities 104 Asset Parent Child History 107 Audit Log 105 Modify License 16 106 Weighted Average 38 Workflow 75 76 80 81 82 83 84 step Setup 76 81 Trigger Setup 75 84 Workflow Example 80 Work Order Cause 73 FaciliWorks 8i Administrator Guide Index 1 28 c FaciliWorks 8I Product Options FaciliWorks Web Service Requests FaciliWorks Web Service Requests improve
47. e system and then determine how FaciliWorks can help you meet those needs For example you may need the system to e Maintain an inventory of all assets tools and parts e Remind you when PM tasks are due e Maintain a complete history of all asset records repair records and tool usage e Maintain a database of your maintenance procedures asset suppliers and service providers Define a Time Line Take the needs that you defined in step one and divide them into short term and long term needs goals Next decide on a time frame for your short term goals and begin working toward them This will help you make FaciliWorks useful in the shortest possible time Short term Needs ohort term needs might include e Entering records for only active assets items that are used currently or may be used in the near future e Entering only the most recent history of maintenance records e Setting up an internal asset identification numbering scheme if you don t currently use one Long term Needs Long term needs might include e Entering your compete inventory of assets active inactive and perhaps employee owned items e Entering the complete history of maintenance records perhaps going as far back as five years e Setting up maintenance procedures for on line reference and control e Reviewing maintenance history and optimizing frequencies or scheduling methods i e calendar based versus meter based schedules e Entering informat
48. each report If you aren t required to use control text you may enter any other information you want to appear at the bottom of your reports such as your company address Be sure to click Save after any changes 1999 Ford F250 Bldg 101 Repair Repair Dione aro 8 06 29 2006 06 29 2006 Building Number 101 Entry Doors Repair Repair ooo000000001 9 06 30 2006 06 30 2006 Entrance Doors Bldgs 100 101 Bus 01 Repair Repair oooo000000025 UA 7 2006 O41 7 2006 50 Passenger School Bus Work Order Summary Click the Datasheet View icon in the upper left corner of the Report Control screen to see the records in table format 69 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Asset Grouping Entry In a company with multiple divisions asset grouping can be used to partition the shared database one for each division Doing this allows each division to view only the assets that pertain to that division The asset grouping can be applied to separate assets by location department or by individual staff groups Information Tab To create a new group click the New button Enter an Asset Grouping ID and Asset Grouping Description in this screen along with any applicable notes Click the Save button to save the new record Information Record Jajek e of 4 Delete Customize Form Asset Grouping ID PROPERTY Asset Grouping Description Property Database Motes Cancel Asset Tab In this tab assign multiple as
49. eate a PM for any shadowed task when the parent or shadowing task is due Checking this checkbox activates the Put Shadowed Task in Multitask PM checkbox checking this checkbox instructs FaciliWorks to create a multitask PM with the shadowed shadowing tasks of days into the future that scheduled jobs will be displayed on the Manual Create PMs form For example show jobs scheduled for the next days Enter a numeric value in the Preventative Maintenance Lead Time Days field This field specifies the number Manual Create Preventative Maintenance In this section set the conditions for the manual creation of PMs Manual Create Preventative Maintenance E Create PM for Shadowed Task E Allow duplicate Preventative Maintenance Jobs Preventative Maintenance Lead Time days Calibrations Calibration Lead Time b jJ days Task Priority Calibration Tasks These tasks will be prioritized and require completion before other tasks can be performed on an asset FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 42 Create PM for Shadowed Task When this box is checked all shadowed tasks will be created as PMs Put Shadowed Task in Multitask PM Instructs FaciliWorks to create a multitask PM with the shadowed shadowing tasks This option is activated only after checking the Create PM for Shadowed Task checkbox which will create a PM for any shadowed task when the parent or shadowing task is due Manual Create Preven
50. eck the Include Past Due checkbox After making any changes be sure to click the Update button at the bottom of the form With this report enabled each time you log in to FaciliWorks and attempt to navigate away from the Dashboard you will receive the following prompt Facilitvorks Si The Auto Calibration Due Listing Report is enabled Do vou want to view Ehe report Click No to close the message and return to the program or click Yes to view the report Field Overwrite Warning Check the Field Overwrite Warning checkbox to receive a warning message when you attempt to overwrite any identification or key field contents Field Crverwrite Warning You will receive the following message when you attempt to save the changes Faciliwvarkz Si You are about to overwrite information in an existing record Do vnu wish to continue IF you wish ko create a new record select NO button and click Mew button To overwrite the data click Yes otherwise click No FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 22 Datasheet Settings Type a numeric value in the Number of Records on Datasheet field the default quantity is 20 This record quantity refers to the number of rows shown at a time when in Datasheet View A larger number will take longer to load with fewer pages to view Bo umber of Records on Datasheet pale ID woo Ho Purchase Date wo Eg z Bfe een p ee m Color Theme U
51. ely try again 47 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Restrict Issue to Authorized Users Checking the Restrict Issue to Authorized Users checkbox will mean that assets can only be issued to users who are specifically authorized to handle them FaciliWorks requires you to re login for the changes to take effect To select the authorized user s for each asset navigate to the Data Administration gt Assets menu Within an asset record click the Auth Persons tab Click the Staff ID pop up menu to select the authorized users Navigate to the Information tab Click the Usage button at the bottom of the form Click the Issued Used By EmpTo pull down only those authorized to use the asset are in the list Within a gage record in 8i Calibration only click the Issuances tab Click the Staff ID pop up menu to select the authorized users Navigate to the Information tab Click the Issue Return button at the bottom of the form Click the Issued Used By EmpTo pull down only those authorized to use the gage are in the list Users with Limited Rights If the Enable Security Messages checkbox is checked FaciliWorks will display warning messages if users try to perform actions such as deleting records for which they don t have permission If the box is unchecked users will still be unable to complete any action for which they don t have permission but no warning messages will be displayed By default when a us
52. er s rights are limited the user will receive the following message when attempting to enter a restricted area Page cannot be displayed This is not an error either you have no access or the form does not exist Please contact your administrator for assistance If the Hide Buttons with No Rights checkbox is checked the navigation buttons for the areas that are restricted will be hidden from the user For example a user with limited rights would not see buttons such as Personnel or Configuration in the Main Menu Audit Trail The Audit Trail records the actions performed within the program such as record modifications and deletions the date and time of each action and the name of the user who performed each action The preferences for this feature are set here in the Security tab but the Audit Log is accessed from the Utilities menu In the Enable Audit Trail pull down list choose from the following options e No Audit Log e Basic Audit Log e Advanced Audit Log Choose No Audit Log if you prefer not to keep track of record modifications etc FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 48 Choose Basic Audit Log to keep track of date and time user name record accessed action performed and data key GZ OF 08 2010 17 22 57 Default User SYSTEM LISER SESSIONM INFO Update OF 08 2010 17 07 47 5669 OF 082010 17 22 57 Default User SYSTEM _USER_SESSIORN _ INFO Update OF 08 2010 17 07 47 Choose Advance
53. ese areas only the incomplete PMs and WOs are initially visible making it easier to locate orders that must be completed If filters are enabled here the filters can be removed when viewing the individual forms by clicking the form s Show All Records icon located on the filter icon bar at the top left of the screen 33 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Service Request Alert LJ Show Pop Up message when new Service Requests are created RES Do not open Pop Up message until at least this many new Service Requests are created Enter 1 to open Pop Up message For any new Service Requests Check the checkbox shown above to receive a pop up alert when service requests are created Type a numeric value in the next field to represent the number of service requests that must be created before you receive the alert The message will look similar to the following Message from webpage AN You have 1 new service requests Main Menu Options Check the checkbox to make the Main Menu item visible uncheck the checkbox to hide it The Configuration checkbox cannot be unchecked this prevents the user from being locked out of the software Main Menu Option Dashboard Data Administration Calibrations Preventative Maintenance Service Requests Work Orders Personnel Inventory Tools Graphs Reports PDA Confiquratian Data Tools Utilities System Info FaciliWorks 8i Administrator Guide Chapter Four Program Co
54. events that can cause a process to be triggered include a field change the creation of a record or the deletion of a record When the event occurs this will trigger an action or series of actions to be performed as specified within the trigger setup T Record I4 ab rele of 3 Delete Customize Form Workflow Active Trigger Form Asset Entry w Trigger Ewent Field Change Q Record Created Record Deleted Workflow Step im Motes Cancel 75 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Workflow Trigger ID Enter a unique name for your trigger Workflow Trigger Description Enter a brief description of your trigger Workflow Active Check this box to activate your trigger Trigger Form Select a form from the drop down list from which to base the trigger Forms on this list include Asset Entry Asset Task Basic PM Basic WO Maintenance Job Multitask PM Multitask WO Part Master Purchase Request Order Route PM and Service Request Trigger Event Select from 3 possible events to trigger a process Events include Field Change Record Created or Record Deleted Each of these events refer to the form specified in the Trigger Form field Workflow Step When an event is triggered the software will perform this step The specifics of this step are defined in the Workflow Step Setup module All workflow steps once defined will appear in the pop up list Clicking the uu button will d
55. ff Default Default User Demollser De mosser fake name French eer Erench eer General Demo general demo user ID kam Kathleen Ml 1 Adam Aaron Cm eil ama Ce eina le selecting a staff record from the list and linking it to the user record will automatically add that staff member to the security records using their Staff ID as the User ID The added staff member will then be able to log in to the application using the User ID and password when logging in for the first time The linked staff record will be displayed in the Attached Staff section in the lower part of the window Only one staff record can be assigned to a user record Customize Form Record De jahe o o of 16 User ID Staff ID Add Staff Delete To delete the staff record link check the Delete checkbox and then click the Delete button FaciliWorks 8i Administrator Guide Chapter Five Personnel 1 02 User Asset Grouping The User Asset Grouping form contains the same information as the Configuration gt Asset Grouping Entry gt User tab but the data is sorted by the user instead of being sorted by the group The Asset Grouping Entry gt User tab displays one Asset Group at a time with a list of users who have access to that group whereas the User Asset Grouping form displays one User Name at a time with a list of Asset Groups to which that user has access This form contains one record for each user in the system
56. fined fields here works the same way as in Asset Custom Please refer to the Asset Custom sub tab section for details Field changes made here are displayed in the Calibrations gt Calibration Entry gt Additionals tab Part Custom Sub tab Customizing user defined fields here works the same way as in Asset Custom Please refer to the Asset Custom sub tab section for details Field changes made here are displayed in the Inventory gt Part Entry gt User Defined tab 61 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Task Custom Sub tab Customizing user defined fields here works the same way as in Asset Custom Please refer to the Asset Custom sub tab section for details Field changes made here are displayed in the Data Administration gt Tasks gt User Defined tab Main Menu Sub tab This form allows you to customize your menu names Use the drop down list at the top of the form to select a menu e Top Links are the four icons in the upper right corner of the program window e Navigation Menu includes the list of buttons on the left hand side of the program window e Main Menu items are the objects shown after clicking an item in the Navigation Menu Message Sub tab This form is used to change titles and text of various FaciliWorks messages HTML code can be used in these fields to dictate font color etc Advanced Tab This form is used to define pre filters for entry forms and to limit and detail the
57. fore Calendar Color coding Color code your calendar for the numbers of hour estimated for maintenance jobs Calendar Color coding Intervals From a Blue D Hours Green 0 Hours Yellow Red Hours Ed r e e Hours If on a given day there are 8 maintenance jobs scheduled whose estimated completion time totals 26 hours that day will be marked as green on the Maintenance Jobs Calendar based on the settings in the image above NOTE You must use blue for your shortest range of time and red for your longest range of time Date Format and Currency Symbol Select a date format and currency symbol from the respective drop down lists mmjdd vyyy Date Format Currency Symbol FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 20 Reports Auto Work Order Due Report This report is a detailed list of all work orders currently due Enable Auto Work Order Due Report Suto Work Order Due Report Settings Number af Days To Look Ahead Amount of Meter Time Lett Check the Enable Auto Work Order Due Report checkbox the Number of Days to Look Ahead anc Amount of Meter Time Left fields are automatically populated with 25 and 20 respectively If you change these values be sure to click the Update button at the bottom of the form to save your changes With this report enabled each time you log in to FaciliWorks and attempt to navigate away from the Dashboard you will receive the following prompt F
58. g FaciliWorks 16 Chapter Three Data Entry To quickly get started with FaciliWorks and to efficiently use its major functions it is important to populate the database so that information is available from the many drop down or pop up lists as you create PMs and Work Orders We recommend that you first set up automatic numbering schemes for assets parts and staff members if appropriate Next enter Procedures Suppliers Checklists Contractors and Variables Then set up Inventory Warehouse Locations Personnel and Tools Following these steps will make it easier to create Tasks which in turn will make it easy to add Assets From there you can begin to create PMs and Work Orders Please see the FaciliWorks User Guide for detailed data entry instruction Enter Task Records Enter Asset Records Preventative Maintenance and Work Orders 1 7 Chapter Three Data Entry FaciliWorks 8i Administrator Guide Li mum um Chapter Four um j DS m a 20 i ss a GP ae B 7 Le HE 297 E md m EE A GY P a AE DP MN A aa 4 d ml fy Ww 4 Vi l vi E d ry A A 4 p M Lj V i Ku D S I a a hl d d In wA IN LS MI Wi di il mI l A Ly P E m A WS 4 hil Ju 4 t a md 4 B y i L f A f Ko Y m i m iy S m j 47 Vie uU Ub d Uu 2 ee A WW 1 UL Ek WW See na E Sue m G ES v Ww B bi E 29 9p MOM rn We BN X y P i y To set your pro
59. gram preferences and enter user information select Configuration from the Main Menu Configuration Personal Settings Report Contral Admin Settings Asset Grouping Entry Global Settings Cost Center Entry Custom Reports Work Order Cause Entry service Request Letter Combo Box Entry Maintenance Job f Service Request Progress Workflow Step Setup Asset Status Workflow Trigger Setup FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 18 Personal Settings Use Personal Settings to set preferences specific to a single user Scroll to the bottom of the Personal Settings form to view the Use Global Setting checkbox Use Global Setting Use Global Setting By default the Use Global Setting checkbox is checked which means that all preferences set in Global Settings override any choices made in Personal Settings To allow personal settings to be used you must do both of the following 1 Uncheck the Use Global Setting checkbox AND 2 Go to the Global Settings form and check the Allow User Personal Settings checkbox User Personal Settings Allow User Personal Settings Click the Reset button at the bottom of the Personal Settings form to revert back to default settings Click the Update button at the bottom of the Personal Settings form to save any changes Re login is required for Personal Settings changes to take effect FaciliWorks 8i This action requires re login Click OK to be d
60. he Advanced tab 4 Navigate to the Data Administration gt Assets gt Information tab and click the pop up list icon for the Asset Type field FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 64 5 The pop up list now contains our new item Vehicle Information Task List Financial Event Log I Part List Operating Costs Auth Perse ay Espa e https www faciliworks net objectnam Record I4 uk Ie of 54 Status S Priority ATS Blowers assetNo i Chemical Distribution System CMP Cooling Towers Forklift Supplier name Manufacturer Asset Type uaine d There is another way to add an item to a pop up list For this example uncheck the List Limit checkbox for the Asset Type list and click Save Navigate to the Data Administration gt Assets gt Information tab In the Asset Type field enter a value that is not currently in the pop up list for example Calibration The following dialog will open The Lookup List does not contain this Item Would you like to add this to the Lookup List 6 Click OK to add the new item 7 Return to the Configuration gt Admin Settings gt Advanced tab and click the Detail of List link for Asset Type he new asset type value is now in the list ATS Blowers Calibration Adding a value to a pop up list in this manner is something that can be done by any user from within the individua
61. heduled date based job will display when it reaches this Enable Meter Critical Enables the software to display scheduled jobs in Manual Create PMs based on the critical of the meter based schedule overriding the lead time specified in Auto Manual Create PMs Meter Critical Percentage The scheduled meter based job will display when it reaches this Check the Show Duplicate PM WO Message checkbox to receive an alert when a duplicate PM or WO has been created This alert will ask if you want to delete the duplicate s Click Yes to delete or click No to manually review edit the duplicate s Automatically Create Preventative Maintenance The options in this section give you control over whether or not preventative maintenance records are created automatically and if so how frequently Automatically Create Preventative Maintenance L Enable Automatically Create Preventative Maintenance s every ays Create Preventative Maintenance For Sh E ml KE pE Ben e El E rar Shadowed ast E Aaea EE a cy er Vlea aunpimiate Preventative laiIntenance s Preventative Maintenance Lead Time Days Checking the Enable checkbox allows PMs to be created automatically Enabling this function requires that you enter a frequency in days in the Automatically Create Preventative Maintenances Every Days field Automatically Create Preventative Maintenance Enable Automatically Create Preventative Maintenance s every Hays When this fun
62. hould be sent to the person who submitted the service request Click Save after any changes Each email event can have its own settings and recipient list To set up a second email event make another selection from the Email Event drop down list and specify your preferences in each field as stated above When the PM Advanced Notification event is selected from the Email Event drop down list a number of options are available If you would like a report sent within the email to the email recipients click the Include Report Attachment in Format checkbox and select a file type from the associated drop down list To include calibrations in this list 8i Calibration only click the Include Calib Due Listing Attachment in PM Advance Notification checkbox FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 52 J include Report Attachment in PDF m Format Snooze Alter PM Advance Notification Lead Time Days C Include Calib Due Listing Attachment in PM Advance Notification LabelT agame LabelT ag alue Delete c D D D D datetime iv Add jen Enter a numeric value in the Snooze After field and select a unit of time from the drop down list This feature will delay the sending of the notification by the amount of time specified in these fields Enter a numeric value in the PM Advance Notification Lead Time Days field For example if your maintenance team needs to know which PMs are due over the next
63. iable for any damages whatsoever including without limitation damages for the loss of business profits business interruption loss of business information or other pecuniary loss arising out of the use or inability to use this CyberMetrics product even if CyberMetrics has been advised of the possibility of such damages Because some states do not allow the exclusion or limitation of liability for consequential or incidental damages the above limitation may not apply to you Table of Contents Chapter One Intro amp Implementation Planning 10 Welcome to FaciliWorks ccccsccsecsccseceeseeeeeeeeeeeeeeeaeeeeeeseueaeeaeeeeseeeusaesaeeeeseesussnsaeneess 10 LEE La A E N A EE E E AE EEE E E AE E 10 FaciliWorks Implementation Planning eere nnne 11 Define Your Needs eseeeeeesee nennen rtr heene rennes nnne aaa ee nnn nn 1l BEC WSN WERE mm 11 S ESSI SMEs NE TEE ETE 1l Lone ru E se NET OTT IN Choose System ACIMIMISH e 12 Data building Strategy eene nennen nennen nennen 12 Visio EE Ee 12 Vise dci sca ERN 13 Da e El m 13 Chapter Two Launching FaciliWorks 15 Chapter Three Data Entry 17 Chapter Four Program Configuration 18 ee EE eege Eet 19 Calendar Refresh IMCL VGlls cicsssssncsaseazuntseredstaietevensonstterddmectrnea tech eoddaeetiaadadandacaniintsetentdsaieedaniseeees 19 git AN EE NE 20 SAC E EEN 20 Calendar Color coding m nnn nnnm nnn nnn nnn nnn nnns 20 lie POP at a
64. ieyz 0123456789 It Table Item ID Item Description Invalid Characters 115 Chapter Seven Data Tools FaciliWorks 8i Administrator Guide These errors must be corrected manually For example to correct the error shown in the example go to the Personnel gt Staff Entry gt Information tab and locate the uncodeable record Issued Tools Work Orders Information Training E Ti ab Jr n otia J Teete Customize F Staff ID Staff Name Address 1 4545 E Shea Blvd SS Mo 123 45 6789 city State Zip Fee Mop E E mail lamdi amp cybermetrics cam ee Record Ji a Edit the Staff ID field contents making sure that only valid characters are used Record I4 4 hs KIM of 13 Delete Customize F Staff ID Staff Name Address 1 4545 E Shea Blvd ee Mo 123 45 5789 City State Zip esozs eege E mail amdi cybermetrics cam vds Ji Bl Click the Save button and the following dialog will appear _FaciliWorks 2 You are about to overwrite information in an existing record Do wou wish to continue IF vou wish ka create a new record select NO button and click Mew button Click Yes to confirm the action Navigate back to the Data Tools menu and click Find Uncodeable Records Since the only uncodeable record has been corrected you will receive the following message FaciliWorkz 5i There are no Records with Uncodable Characters All characters i
65. ilable in Cause pop up lists in work orders and service requests Information i Schedule labor auer Record I4 E dg te bl of 26 Work Order Ma vfO O000000010 Accident Asset ID Flaw TaskID Repair Fuse breaker Jn E Misc Cause Misuse neglect Action Taben Tel wearinormal use Weather Record Created 06 17 2010 Leaving the Allow Use checkbox unchecked removes the Cause from the list of available Causes seen by users but does not delete the Cause record from your database This means that the Cause can still be used for report filtering and it can always be reactivated later 73 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Combo Box Entry Navigate to Configuration gt Combo Box Entry to edit the names of the options that appear in drop down lists throughout FaciliWorks W Record De o hs Jr n of 23 Customize Farm Combo Box Text Combo Box Description Cancel In the Combo Box Text fields are the names of the options that appear in the drop down list see Resolution Code drop down in the service request image below These names can be edited Information Assignments Notification To Recartd I4 lt 2 Ir lu of 5 Fitered Request No DODOODUST Date Created 05 27 2010 SC Occurrence 05 27 2010 BE Resolution Code Open sel Location SHEI For example in the various steps of a service request from crea
66. ill display if the control is clicked To hide the control from the user group be sure to activate this feature by navigating to Configuration gt Admin Settings gt Security and check the Hide Buttons with No Rights checkbox For example you can block users from viewing salary related fields in the Staff Entry form e Visible Disabled or Enabled Users see the button control but cannot use it the disabled feature grays out the control Disabled and Enabled refer only to the button s appearance e Read Only Disabled or Enabled Users see the control but cannot change its contents the disabled feature grays out the control Disabled and Enabled refer only to the button s appearance e Read Write Users can view and change the contents of the field 97 Chapter Five Personnel FaciliWorks 8i Administrator Guide Report Permissions Use this radio button to set security permissions for an entire report Groups Groups Permission Object Permission Group Administrators vw Select Object Q Form Form Control select Report o z Agreement Due Listing epar M C Report Control Default Permissions Q Functions Permissions exceptions to the default properties Na Access 9 Report Preview Report Click this radio button to define permissions for FaciliWorks reports Select Report This field appears when you select the Report radio button Use the drop down list to select each report to which
67. ingle track FDA validation Contact us today to learn how these products and services will further maximize your productivity with FaciliWorks amp 5 FaciliWorks by CyberMetrics 1 800 776 3090 www cybermetrics com 001 480 295 3465
68. ion about your asset and service suppliers 1 1 Chapter One Intro amp Implementation Planning FaciliWorks 8i Administrator Guide Choose System Administrator s To choose system administrator s the person or group of people responsible for the system answer these questions e Who will be responsible for the system e Who will install the program e Who will enter the records e Who will maintain and back up the data files e Who will take the inventory Once you answer these questions you can decide who should lead your FaciliWorks implementation Data building Strategy Before you begin entering data into FaciliWorks you should organize your data and formulate a plan for consistent data entry You may want to categorize assets by type so that you can later quickly generate reports by type You can also generate reports by asset description so you may want to enter some common information for each kind of asset Instead you may find it useful to devise an asset identification scheme that includes the type of asset For example an Asset ID that begins with a V indicates that the asset is a vehicle T indicates a truck HVAC indicates a facility or Pl indicates Plant 1 Your Asset ID might also include the area where the asset is used the cost center to which it belongs the department responsible for it or any other useful information that would help you instantly identify it Asset Records FaciliWorks allows an asset reco
69. irected to the Log In form Log in to FaciliWorks to see the results of your changes Calendar Refresh Interval Enter an interval of time in minutes for the automatic refresh of the Maintenance Jobs Calendar When you view the calendar the program will automatically update the data according to this interval To view the calendar click the calendar icon in the green header bar on the Dashboard The number of minutes remaining until the next refresh will be displayed toward the top of the calendar To refresh the calendar manually click the Refresh button Customize Form Time Until Automatic Refresh lin Refresh 1 9 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide First Day of the Week Use the Select Start of Week pull down list to select the day of the week on which your work week begins This day will be the first column in your Maintenance Jobs Calendar and all calendar pop ups First Day of Week Select Start of Week Calendar Range Calendar Color coding Calendar Range In the Calendar Range section define the range of time available for viewing in the FaciliWorks calendar The two fields in this section are Number of Months to Look Ahead and Number of Months to Look Before To make only the current month available for viewing enter O in both of these fields These fields default to 6 and O respectively Calendar Range Number Of Months To Look Ahead bY Number Of Months To Look Be
70. irectory This is disabled under 21 CFR Part 11 implementation of the system 45 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide e Web Single Sign On FaciliWorks 8i allows the use of third party SSO authentication methods which utilizes the HTTP Header Variable method This is disabled under 21 CFR Part 11 implementation of the system Method Requires Authentication Requires Form Entry Application Logon Yes Yes Windows Logon Yes Yes ADS Logon Yes No Seamless Web Single Sign On Yes No Seamless Passwords Hide Change Password checkbox in login form Checking this checkbox will keep users from changing their passwords When this checkbox is hidden the Log In form will appear as follows Log In Wen password Default Log In form Lag In Wem 0 0 1 password Change Password Require Password Changes For security reasons you may want users to periodically change their passwords Check this checkbox and enter a password change frequency in the Number of Days before Password Change field When this period of time passes the following log in message will appear Log In User ID rend change Password Password has expired Please change your Password FaciliWorks 8i Administrator Guide Chapter Four Program Configuration A6 To change your password check the Change Password checkbox FaciliWorks will prompt you to enter your old password and then enter and confirm
71. isplay the specifics of the step Notes Enter any pertinent information as required Workflow Step Setup The step setup enables the user to define the specifics of the action to be taken when an event is triggered Use the Step Setup tab to identify the details of the step Once the entire process is created it can be displayed using the Workflow Path tab Workflow Path E ee Record i 7 gt H of Jew il Delete Custamize Form workflow Step Description f 4 Q Perform 4ction CO Make Decision Await Approval Workflow Step ID Enter a unique name for your step Workflow Step Description Enter a brief description of your step Type of Setup Select from three types of actions to perform Perform Action Make Decision or Await Approval FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 76 Perform Action With this option the user may select from two options send email or send SMS Short Message Service message SMS allows for short text messages to be sent from one cell phone to another Step Setup Workflow Path x o Pe Record ee e p of 7 Jew Delete Customize Form workflow Step Description 4 RETI IO DENEN RT Perform Action Q Make Decision CO Await Approval Action subject Body Action Use the Action pull down to select the action to be performed Send Email or Send SMS Message Subject Enter the text for the subject line of the e
72. iterion is added to the list displayed above the Define More Criteria section Create Step to Perform Action after Decision is Made Next identify the action to be performed if this statement is true Use the Run this Step when below Criteria is TRUE pop up to select the SR Notification to IT step Because we already created the step to email the IT technician it is now available in the pop up list It is for this reason that the steps are created in reverse Workflow Step ID SR IT Workflow Step Description SR Notify to IT Type Of Setup Perform Action Make Decision CO Await Approval Record I4 4 KIM ofi Me Run this Step when below Criteria is TRUE GR Notification to IT DS Select Records From e Entry Delete Asset ID LIKE IT Cl Define More Criteria O de Gi And O Or Field Condition value 83 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Finally use the Run this Step when no other Steps are run pop up to select the SR Notification to FAC step Click the Save button at the bottom of the form We have defined this step to check whether the Asset ID field contains the letters IT If it does perform the step to notify the IT technician If it does not perform the step to notify the FAC technician Create Trigger Now that all steps are configured for this workflow we can set up the trigger Navigate to Configuration gt Workflow Trigger Setup Give the trigger a name and
73. l forms unless the lists are locked down 65 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Service Request Letter To create or edit service request letters navigate to Configuration gt Service Request Letter ES F WW wv Record I4 4 B t IH of 12 Delete Customize Form Letter ID Late Service Request Date Authored 07 02 2010 Es Authored B Letter Type dol Late Notice As of this date we have been unable to complete your request We will complete the request as soon as possible Sincerely aintenence Department In the letter entry screen enter the Date Authored Authored By and Body of each letter Character and paragraph options are available Use the record navigation bar to locate an existing record click the New button to create a new letter or click the Delete button to delete the currently displayed record FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 66 Maintenance Job Service Request Progress Navigate to Configuration gt Maintenance Job Service Request Progress to create and edit the progress names that FaciliWorks displays in work orders the Work Orders gt Work Order Manager gt Information tab and service requests the Service Requests gt Edit Service Requests gt Information tab ws w Record 14 4 t IH of 18 Customize Form Progress Name Service Request Approved Event Trigger Asset Created As
74. l appear at the top of all of your reports Interface E I E E E Numbering E Company Information Division Namef O cry state mee EES ti Metrics Contact Tech Support Phone 1 800 7 76 3080 GARGS ERE CipDacuments and Settings 4 Browse araya Mme o O Upload Company Logo Delete Logo Purchase Order Statement Maintenance Certificate Statement FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 36 In the logo pane click the Browse button to locate and select your digital company logo Your logo will be displayed on screen and you will receive the following message Facili Works gi Logo successfully changed Click OK Ideally the logo graphic you insert or paste should be no larger than the space provided about 1 square and use no more than 8 bit color 256 colors Large high resolution graphics may use system resources unnecessarily This may slow down report printing or prevent your logo from being printed at all If your logo is visible in on this form after uploading but does not appear on your reports it requires too much memory and should be replaced with a smaller graphic using fewer colors For best results we recommend that you upload a BMP file regardless of how the logo was originally created To delete your logo click the Delete Logo button Click Save after any changes Maintenance Certificate Statement This statement includes Cer
75. l letters e Use the code dd for the numerical day of the month created e Use the code ddd for the day of the week created Mon Tue etc e Use fewer than 21 characters in your numbering format to ensure that the numbers will fit on your reports To start your numbers with A or O use the and symbols in your format For example if you enter in this screen your first purchase order number would be AA OO Following this numbering scheme after number AA 99 is generated the next number generated would be AB OO After number AZ 99 is generated the next number generated would be BA OO and so on To start your numbers with a specific number and or letter code enter the last exact number in the Last Number Issued textbox For example if you entered SR OO in this field the next number generated would be SR OI Service Request Numbering SR Format Test SR D Last Number Issued Click the Test button to see a preview of the next number in the sequence based on the format you ve created Facili wor ks 8i The next number in the sequence will be SR 01 FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 54 NOTE Once FaciliWorks creates an automatic number it will not reissue that number For example if you create a new record in Purchase Orders FaciliWorks automatically generated a new purchase order number If you then decide to close that record without saving it FaciliWorks will not
76. lter iv Edit PMs Form View m Show A Lag Do not use Pre Filter E Edit Service Requests Form View Wl Show Open v In the first column of fields in the image above select whether or not to open the form with a pre filter The default is to open the form showing the data records If this option is enabled and you do not want to use the pre filter click the Find All button at the bottom of the pre filter window The second column lists Facili Works form names In the third column select the view option to open the form either form view default or datasheet view In the fourth column for forms such as Edit PMs select to see All Open or Closed Completed orders It is recommended that Open is selected for Edit PMs and Work Order Manager when you navigate to these areas only the incomplete PMs and WOs are initially visible making it easier to locate orders that must be completed If filters are enabled here the filters can be removed when viewing the individual forms by clicking the form s Show All Records icon located on the filter icon bar at the top left of the screen FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 24 Service Request Alert LJ Show Pop Up message when new Service Requests are created RES Do not open Pop Up message until at least this many new Service Requests are created Enter 1 to open Pop Up message For any new Service Requests Check the checkbox shown above to receive a pop up alert when servi
77. m Info gt Usage to view a list of each currently logged in user the time at which the user logged in duration of the current session IP address and general application access Online Usage Application Maximum Users eb Full eb Service Requests Site eb Calibration Module As an administrator you can log a user out of the system by clicking the Delete checkbox in the row associated with that user and then clicking the Delete button The following message will appear You are about to delete 1 record If you click Yes you will not be able to Undo this delete operation Do you wish to continue Click OK to log the user out of FaciliWorks or click Cancel to return to the Usage form This form also shows the maximum number of users allowed in each section of the application as well as a tally of the number of users currently logged in to each section The field at the bottom of the form displays the number of minutes that a user can remain idle within the system before being automatically logged out The value in this field will override the value in the User Login Timeout Period Minutes field found within the Configuration gt Admin Settings gt Security tab FaciliWorks 8i Administrator Guide Chapter Eight System Information 120 Navigate to System Info gt Database to view server and database information as well as the total number of each type of record within your database Database Server Mame loca 0 Serve
78. m the email field on the requester s staff record if the requester has a staff record in the database Type Requester Only requires the user to manually type a name in the Requested By field the pop up list is not active Automatically Create Work Order from Service Request will create a work order from each service request that is submitted This action will bypass both the approval and edit procedures You must select a default task before enabling this feature Default Task for Automatic Work Order Before enabling the automatic creation of a service request feature this field must contain your selection from the pop up list for the single default task that to be used on all automatically created work orders 39 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Calibration Service Request for 8i Calibration only Use the drop down boxes in the Change Gage Status When Gage Is Sent and Change Gage Status When Gage Is Returned to select whether you want a gage s status to change automatically if you want FaciliWorks to ask you each time or if you do not want the status of gages to change at all Calibration Service Request Change Gage Status when Gage is sent Change Automatically w Change Gage Status when Gage is returned Change Automatically m This is a gage Status pop up list found on gage records within the Assets gt Information tab Active Inactive Out For Repair Back up spare Lost
79. mail Body Enter the message of the email Next Step Use the pop up to select the name of the step to be performed next After selecting the step click the un button to view the specifics of the next step 7 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Make Decision The decision action requires the user to set up criteria much the same way that the advanced filter is used in other forms if the criteria are true another step is performed The user can also specify a step to be performed if no other steps are executed Step Setup Workflow Path E wc Wh Record I4 4 F t M nf E workflow Step Description e Type Of Setup Customize Form Perform Action 9 Make Decision CO await Approval Record is 1 H ofi Je Run this Step when below Criteria is TRUE MB Select Records From Asset Entry Delete Define Mare Criteria 9 O and Oor Field Condition Asset Description N Add To List Run this Step when na other Steps are run am E Run this Step when below Criteria is true Use the pop up to select the name of the step to be performed After selecting the step click the fi button to view the specifics of the step Select Records From Use the pull down to select the location of the data from which to create the criteria Asset Entry Asset Task Maintenance Job Part Master Purchase Request Order Service Request or Staff Define More
80. marks or registered trademarks of CyberMetrics Corporation All other brand and product names are trademarks or registered trademarks of their respective holders SOFTWARE LICENSE AGREEMENT This is a legal agreement between you the end user and CyberMetrics Corporation CyberMetrics BY USING THIS SOFTWARE YOU ARE AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT IF YOU DO NOT AGREE TO THE TERMS OF THE AGREEMENT PROMPTLY RETURN THE DISKS AND THE ACCOMPANYING ITEMS including written materials and binders or other containers TO THE PLACE FROM WHICH YOU OBTAINED THEM FOR A FULL REFUND SOFTWARE LICENSE 1 GRANT OF FACILIWORKS 8i LICENSE CyberMetrics grants to you the right to install one instance of FaciliWorks 8i the SOFTWARE on one server This installation will serve concurrent client sessions up to the number of purchased concurrent user licenses 2 COPYRIGHT The SOFTWARE is owned by CyberMetrics or its suppliers and is protected by United States copyright laws and international treaty provisions Therefore you must treat the SOF TWARE like any other copyrighted material e g a book or musical recording except that you may a make copies of the SOFTWARE solely for backup or archival purposes and b transfer the software to hard disks provided that only one copy of the SOFTWARE is used at any time You MAY NOT COPY the written materials accompanying the SOFTWARE 3 OTHER RESTRICTIONS You may not rent or lease the SOF
81. n the Identification Fields have characters that can be encoded in the current Bar Code Current Bar Cade Code 39 Click OK to return to the Data Tools menu FaciliWorks 8i Administrator Guide Chapter Seven Data Tools 1 1 6 Convert Assets Gages for 8i Calibration only Creating a new asset or gage record is done from within the Data Administration gt Assets gt Information tab Once the record has been created you can change the way FaciliWorks handles the record i e converting an existing asset record into a gage record To do so navigate to Data Tools gt Convert Assets Gages o convert an asset record to a gage record click the Gage View radio button associated with the asset and click Apply To do the reverse click the Asset View radio button and click Apply You can use the All to Asset View or All to Gage View buttons to convert all items to one view or the other Make the selection and then click Apply Customize Form LS RE EE EE E NL NE MEE MEE e LJ E E E E ME MEE E ME WWW For example as shown in the image above record DIOA is currently a gage record 1 1 7 Chapter Seven Data Tools FaciliWorks 8i Administrator Guide The record s Data Administration gt Assets gt Information tab appears as follows Information Schedule Standards Procedures Additionals History Gage Record Customize Form G
82. n the list is About Page In the Form Caption field of that row replace About Page with This is the About Page Click the Save button at the bottom of the form User Information General Options D Security Email Option Automatic Calendar Interface n e MUMDEFING Custom Labels i Form Captions C oni Asset Custom 1 Park Custom i Task Custom neen Messages About Page m Oe Admin Settings Admin Settings Advanced Search Advanced Search User Information General Options Cal Options Security Email Options Automatic Calendar Interface i e MUDE IL B Labels Form Captions omes Asset Custom Calibration Custom Park Custom i Task Custom Mene Tiss the About Pag Admin Settings Admin Settings Advanced Search Advanced Search 59 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Click the About icon in the upper right corner of the screen and see that the new name of this form that you just entered is now displayed above the Main Menu Your Company Name Division Name Create Service Requests View Service Requests Create Work Orders Maintenance Jobs Calendar This is the About Page ES FacilivWorks Maintenance Manager 8 6 I3 Dashboard ke 21 CFR Part 11 Installation Enterprise with Calibration Data i Administration MAINTENANCE MANAGEMENT SOFTWARE Riemer Habis For technical support call 480 295 3465 Maintenance E mail supportcybermetrics com Web Site www
83. na WII e MIO RETE 20 Reports Auto Work Order Due Report sse een 21 Reports Auto Calibration Due Report for 8i Calibration oh 22 5 Table of Contents FaciliWorks 8i Administrator Guide mis eB I II MA ROT 22 Bs SSE oe Ui RON 23 Color Theme eene nnn nnne nnda n nasa nasa nasa nant 23 ETE c 23 FF OMI OO Tm 24 Service EE 25 Ma TVS OIE e RR 25 Gaana Maim Menu Odor EE 26 EEN EE EE 26 leien dl 27 calendar Reres ESI c NN 28 E elle d i ERE m 28 Slice Rec d MERE RR 28 edonai NAC e MR Em 29 calendar eoe eege 29 Date Format al RE Igel TE 30 Reports Auto Work Order Due Report sss eee 30 Reports Auto Calibration Due Report for 8i Calibration ov 3l PO a4 mU PIN TETTE 21 Datasheet Settings nmn nennen nnn o de ed Eg dt ea r m E 32 E e ee EE EE EI E E A EEE A EA E E AEE NE E 32 ESRO Oi EEN 33 ese RUE E 34 AIRE EB eSI MR RR 34 Change Maln EE ee 35 FORM SMOMCUTS and NET EE 35 BO ln TN 36 Beleeg green E 36 EE Eege 3 EE ER SR Re 38 Eet 38 HE En eler e ER EE 38 CRON Cosine MelNod NN E 38 Options eege Ee 39 system Request Pane Service Request Module Only seeeeee 39 Calibration Service Request for 8i Calibration oh 40 BY Vet lee AS JOO RERO 40 Automatically Create Preventative Maintenance eee 4 Manual Create Preventative Mamtenance 42 Create Meter Based Kee U
84. ncy Symbol Select a date format and currency symbol from the respective drop down lists mm dd ung E Date Format M Currency Symbol Reports Auto Work Order Due Report This report is a detailed list of all work orders currently due Enable Auto Work Order Due Report Suto Work Order Due Report Settings Number af Days To Look Ahead Amount of Meter Time Left Check the Enable Auto Work Order Due Report checkbox the Number of Days to Look Ahead and Amount of Meter Time Left fields are automatically populated with 25 and 20 respectively If you change these values be sure to click the Update button at the bottom of the form to save your changes With this report enabled each time you log in to FaciliWorks and attempt to navigate away from the Dashboard you Will receive the following prompt Facili Works Si The Auto Work Order Due Listing Report is enabled Do you want to view the report Mee A Click No to close the message and return to the program or click Yes to view the report E amp Pin i A OB a e oz l Mtge ees dy a GC Back gt Forward Joona patrig a ra qos ox Xxx ro paawa 1 1 Your Company Name Division Name Auto Due Listing 02 23 2010 Page 1 of 1 Due Date Asset D Description Asset GH Current Location Date Frequency Time L eft Task ID Task Type Prionty WO PM Humber Meter Frequency L O 22009 VAl 3 DESC 03 SM 03 CURLOC 03 23 U TASK O3 TASKT PE 03 PRIORIT 03 Wie
85. nfiguration 34 Change Main Menu Order The items in the Main Menu are sorted as follows by default Calibrations is only present in FaciliWorks 8i Calibration E on Dashboard UE Data Administration A Calibrations Preventative Maintenance K Service Requests Work Orders 1E Inventory ml Personnel il 6C Tools Change Main Menu Order E Dashboard Data Administration Reports Calibrations SG Preventative Maintenance Service Requests Pare Ai PDA Work Orders Move Up K Personnel Inventory Move Down li g Graphs Tools KE Graphs Reports Es Configuration PDA Configuration Change the order of these items by clicking an item to highlight it then clicking the Move Up or Move Down buttons to move the item up or down in the list Form Shortcuts and Breadcrumbs Form Shortcuts and Breadcrumbs Show Breadcrumbs in Header Form Sharkcut 01 Create Service Requests Form Shortcut OS View Service Requests Form Shortcut 03 Create Work Orders Form Shortcut 04 Maintenance Jobs Calendar Form Shortcut 05 i Check the Show Breadcrumbs in Header checkbox to view your current location within the software in the header of the FaciliWorks window the bottom row of text in the image below The example below shows that from the Main Menu the Configuration module was selected and then you navigated to Personal Settings Company Name Create Service Requests View Servi
86. nformation Training Work Orders Issued Tools K M My Record i ah of 13 Staff ID 3791 Staff Name Stan Smith Education Trade School Related Experience Industry Experience Management Experience raining History The Staff ID and Staff Name fields will be automatically populated from the data entered in the Information tab and are read only on this form Education Enter a brief description of the employee s education Industry Experience Enter a description of the employee s industry experience here such as 6 years Boiler Engineer Class II Related Experience Use this field to enter any other useful experience such as Four years of mechanical drafting three dimensional blueprints Management Experience Enter any management experience that the employee has such as Supervised crew of 18 for installation of 3 cooling towers in 1996 Training History In this section track classes and certifications that each employee has completed Scroll to the right to see additional available fields Enter the basic details of the certification or training class use the Status field to indicate whether or not the training is complete If the training was for a particular certification enter the type of certificate in the Certification field enter the certificate s expiration date if applicable in the Cert Exp Date field Hours Enter the number of hours worth of training the employee has completed CEUs
87. ng an item to highlight it then clicking the Move Up or Move Down buttons to move the item up or down in the list Form Shortcuts and Breadcrumbs Form Shortcuts and Breadcrumbs Show Breadcrumbs in Header Form Sharkcut 01 Create Service Requests Form Shortcut OS View Service Requests Form Shortcut 03 Create Work Orders Form Shortcut 04 Maintenance Jobs Calendar Form Shortcut 05 i Check the Show Breadcrumbs in Header checkbox to view your current location within the software in the header of the FaciliWorks window the bottom row of text in the image below The example below shows that from the Main Menu the Configuration module was selected and then you navigated to Personal Settings Company Name Create Service Requests View Service Requests Create Work Orders Maintenance Jobs Calendar Main Menu gt Configuration gt Personal Settings FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 26 To create shortcut links to the areas of the software you use most often use the drop down lists in the Form Shortcut fields 01 05 The text versions of these shortcuts appear in the header of the FaciliWorks window above the breadcrumbs pictured above when you re viewing any area of FaciliWorks except the Dashboard When on the Dashboard these shortcuts appear in the icon toolbar located on the green header strip pictured below above the dashboard summary window The Maintenance Jobs Calendar icon i
88. ng of database names consist with a prefix of PM If you do not find the name of the database you are looking for i e default name was changed then click the Manually enter database server name IP address checkbox to enter these values manually Barcode Use the Barcode drop down list to select the type of barcode format you want to use You can select Code 39 contains capital letters and numbers or Code 128 contains letters numbers control characters and some symbols Task Shadowing Shadow Early Days Indicate the maximum number of days between the completion of a shadowing task and the completion of a shadowed task When using the task shadowing feature a shadowed task PM will not be created if the shadowed task and the Shadowing task are due within the specified number of days identified here For instance entering 7 will mean that if the dates for the shadowing task and shadowed task fall within 7 days of each other the shadowing task PM is the only PM that will be scheduled When the shadowing task is completed the shadowed task is also closed so that the next due date remains on schedule Tax Rate Enter the tax percentages in the Tax Rate Value fields and types such as State County or City in the Tax Rate Name fields When you create purchase orders you can select the tax rate from this list Delete Checkbox and Delete Button To delete a row from the Tax Rate pane check the Delete checkbox associated with that r
89. nge Password 4 Enter your User ID and Password and click the OK button 5 Upon first time login the following message will appear User Ip default his is the First entry For User ID default Please enter new password For this user Cancel 1 5 Chapter Two Launching FaciliWorks FaciliWorks 8i Administrator Guide 6 Enter a new password in both the New Password and Confirm Password fields Press the Tab key on your keyboard this activates the OK button and then click OK 7 lf a Trigger Code was not supplied prior to the first launch of FaciliWorks you will receive a message about program expiration If you have purchased the software and have a Trigger Code navigate to Utilities gt Modify License enter the code and click Save Customize Form You will need to obtain a trigger code to extend the evaluation period Contact Technical Support to extend the evaluation periad License Code AARAA ho hh GaGa Control Code WA Trigger Code P 8 Upon successful login FaciliWorks opens to the Dashboard Your Company Name Division Name Main Menu gt t oy Dashboard L Data Administration Dashboard ag gt Minimize Swap Service Requests There are 0 SR for approval Service Requests Work Orders Preventative Maintenance Calibrations Inventory Personnel Tools Graphs Reports PDA Configuration Data Tools Utilities System Info There are 0 SR
90. of all pop up lists within FaciliWorks are defined from within the Configuration gt Admin Settings gt Advanced tab and can be edited Please see Admin Settings for detailed information Salary and Overtime Rate are used by FaciliWorks in the calculation of maintenance costs Enter the seniority or other work status of the employee in the Seniority field For example you could enter the number of years the employee has been in his field to determine seniority or you could use this field to store the date that determines seniority Using either an internal or external classification system assign a Skill Level to each employee You could also use this field to indicate multiple skills for your employees assigning letters or numbers for different skills In the Date Hired and Date in Job fields enter the date on which the employee was hired and the date on which the employee started his or her current position Staff User 1 and Staff User 2 fields can be used to store any additional information This type of field can be defined within the Admin Settings gt Interface gt Custom Labels tab Please see Admin Settings for detailed information You can also modify all form labels using the Customize Form button located at the top right corner of each form FaciliWorks 8i Administrator Guide Chapter Five Personnel ao Training Tab Use the Staff Entry gt Training tab to keep track of the employee s current and continuing education I
91. oup Click Cancel to assign unique permissions to this group You are returned to the Groups tab Use the Group drop down list to select the group you ve just created Group Technician sl Delete All Users Group Members FREMCHLUSER HOSPITAL The All Users pane lists all current FaciliWorks users To add users to the new group click the user name and then click the Add gt gt button The user is then shown in the Group Members list All Users Group Members Removes s SPANTSHLISER To remove a user from a group select the user from the Group Members pane and then click the Remove button 91 Chapter Five Personnel FaciliWorks 8i Administrator Guide Delete a Grou Group Technician sl All Users Group Members ADMIN DEFALILT DEMO FREMCHLISER HOSPITAL KAM PROPERTY SAMPLE SCHOOL Remove z From the Group drop down list select the group you want to remove and then click the Delete button The following confirmation message will open Facilivvorks Si WARNING You have selected to delete this Group If you delete this Group you will be removing these rights from members of this Group Do you wish to continue Click Yes to continue or No to cancel the deletion of the group Users Tab Navigate to the Personnel gt Security gt Users tab to create edit and delete FaciliWorks user records and assign users to security groups GrOUDS Groups Pe
92. our needs personalized web training two day regional training and on site training Our talented instructors will guide you through the planning preparation setup and successful operation of FaciliWorks You ll learn how to save time avoid common mistakes and get the most out of your software FaciliWorks amp i Calibration Two Powerful Products One Ground breaking System FaciliWorks 8i Calibration combines all of the benefits of FaciliWorks 8i with the power of our GAGEtrak software the world s leading calibration management software to deliver an all in one enterprise asset management server solution In addition to the asset management functions of FaciliWorks 8i Calibration allows for gage entry calibration scheduling tracking of gage locations retrieval of calibration records production of calibration certificates and the ability to track the as found condition of gages You can schedule a PM and a calibration on the same asset assign a gage ID as a standard and attach calibration certificates to procedure records Validation Kit FaciliWorks simplifies the validation process with its backup restore feature built in referential integrity checks field level input validation standard reports and a sample validation database for end user testing and verification And because FaciliWorks 8i can incorporate calibration management our 8i Calibration Validation Kit supports both CMMS and calibration to meet requirements for s
93. ow and click the Delete button Limit Asset to Groupings Check this checkbox to enable Asset Grouping Asset Grouping must be set up prior to checking this checkbox For more information see Asset Grouping Entry Inventory Costing Method In this pane indicate the Inventory Costing Method used by your accounting department Weighted Average LIFO or FIFO by clicking the appropriate radio button FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 38 Options Tab System Request Pane Service Request Module Only If you have the optional Service Request Module installed select from the following options User Information General System Request Service Request Module only Allow requester name other than User Require Asset ID For Service Request Use two step Service Requests Require Email Address Tvpe Requester Only d Automatically Create Work Order From Service Request Default Task For Automatic Work Order Allow requester name other than User allows users to select service requester names other than their own from the pop up menu Require Asset ID for Service Request allows you to select whether you require requesters to reference an Asset ID with every service request Use Two Step Service Requests requires approval of service requests before they become work orders Require Email Address requires that the requester supply his her email address with each service request This field auto fills fro
94. p Permissions from another Group eo Chapter Five Personnel FaciliWorks 8i Administrator Guide The program asks if you want to copy group permissions from another group Click OK to copy the rights or click Cancel to assign unique permissions to this group to save time it is recommended that you copy permissions from another group Clicking OK will open the following window Group Mame From the Group drop down list select the name of the group whose permissions you would like to copy to the new group and click OK The following window will open i j Do you want to copy Users from another Group Click OK to copy the list of users from another group to the new group or click Cancel to specify a unique list of users Clicking OK will open the following window areup Mane Use the Group drop down list to select the group whose list of users you would like to copy to the new group Click OK You are returned to the Groups tab Use the Group drop down list to select the new group and view a list of its members FaciliWorks 8i Administrator Guide Chapter Five Personnel OQ Add a Group Select Unique Permissions and Users To add a new group click the Add button The Add Group form will open in a separate window Type a name for the new group in the Group Name field Click the Add button to create the new group and the following message will appear A J Do you want to copy Group Permissions from another Gr
95. pools Socket Lin 1 In Socket D6 16 2010 Bt 554 Blow Torch Deeg 04 26 2006 FaciliWorks 8i Administrator Guide Chapter Five Personnel 88 FaciliWorks offers you several system security options including group and object permissions Assigning users to defined user groups saves time versus assigning individual permissions Access the security feature by navigating to Personnel gt Security Groups Tab In this tab create and edit names of security groups The Group drop down list will contain all groups you create FaciliWorks 8i contains five configured groups for your convenience Administrator Guests Requests Users and Work Orders In 8i Calibration a Calibrations group is also included You can print out a listing of each group s permissions by navigating to Reports gt Program Reports gt Group Permissions and Users As the report is quite lengthy filter for each group before printing Groups Permission Object Permission Group Administrators m All Users Group Members ADMIN DEFAULT DEFALILT FREMCHLISEF DEMO HOSPITAL FREMCHLISER KAM SPANISHUSER SPANISHUSER Add a Group Copy Permissions and Users To add a new group click the Add button The Add Group form will open in a separate window Type a name for the new group in the Group Name field Group Name Add Click the Add button to create the new group and the following message will appear d Do you want to copy Grou
96. r 99 warrt Four digit year 1999 Service Request Numbering T CH dt S CH S EP dt Requisition Numbering Format Last Number Issued T CH dt S CH S S 3 dk 53 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide To enable this function scroll to the bottom of this form and check the Enable Automatic Numbering for Asset ID and Numbering Schemes checkbox Enable Automatic Numbering For 4sset ID and Numbering Schemes Your number formats can include numbers letters day of the week dates or a combination thereof For formats utilizing months or days in their letter format Mon Jan you must use lowercase letters in your format scheme For example you can create a work order numbering system that includes the code WO for Work Order the day of the week on which the work order is created and a sequential number using the format WO ddd In this example the sample work order number would be WO MON O14 You can also create a format that uses the current date for the number such as yyyymmdd Then for work orders created on May 10 2010 the first work order number would be 2010051000 the tenth number would be 2010051010 Here are some basic tips for creating your numbering formats e Use all capital letters for those letters to appear on every generated number e Use the symbol for incremental digits e Use the symbol for incrementa
97. r Type MBSQL 0 Database Name PM CalManufacture Record Count in Tables Assets BEE Tools BE Tasks Bg Contracts a Maintenance IU EE Checkit 20 Work Orders E Budgets Po pos 13 wos Sent to Ppa Oy Farts Er Suppliers EE Procedures ae Variables py gue Users jr staff 1S Pms S00 Service Requests E Archive Records p NEN PMsSenttoPDA D 0000 Navigate to System Info gt Host to view host server information such as protocol and port number 121 Chapter Eight System Information FaciliWorks 8i Administrator Guide index Admin Settings 36 Allow Personal Settings 19 Archive 108 109 Asset Custom 60 61 62 Asset Grouping 70 Asset Parent Child History 107 Asset Tree View 107 Asset Status 68 Asset Tree View 107 Audit Log 48 49 95 105 Advanced Audit Log 48 49 Basic Audit Log 48 49 No Audit Log 48 Audit Trail 48 49 105 Enable Audit Trail 48 Authorized Users 48 Auth Persons 48 Auto Calibration Due Report 22 31 Automatically Create Preventative Maintenance 41 Automatic Numbering 53 54 Numbering Schemes 54 55 Automatic Refresh 19 Auto Work Order Due Report 21 30 FaciliWorks 8i Administrator Guide Index 1 22 Backup 68 108 Barcode 38 Breadcrumbs 26 27 35 36 Calculate Due Dates and Meters 112 Calendar 19 20 27 28 29 36 56 57 Calendar Color coding 20 29 Calendar Include 29 Calendar Range 20 28 Calendar Refresh Interval 19 28 Calibration 22 26 31 3
98. rator Administrator FrenchLser general demo user ID Spanishuser general demo user ID Requester Delete De malser Tim kathleen Calibration User Cost Center Entry In this form enter a name description and any applicable notes for each cost center such as an office warehouse scheduled maintenance unscheduled maintenance transportation etc Ar W Record I4 4 p gt n of 7 Delete Customize Form Cost Center ID Transportation Cost Center Description Transportation Costs Mates Enter any necessary notes regarding this cost center FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 72 Cost center information is associated with budgets PMs and work orders To see an example navigate to the Work Orders gt Work Order Manager gt Information tab and scroll down to the Budgeting pane Budgeting Cost Center Transportation D Cost Proportion Li For more information about setting up cost center budgets please see the User Guide Work Order Cause Entry In Facili Works you can track your work orders and service requests by cause To define causes navigate to Configuration gt Work Order Cause Entry In this screen you can name and describe causes and allow or disallow their use E e wen Record I4 4 ho V n of 7 Delete Customize Form case wdnt dS allow use An accident damaged the asset Description Checking the Allow Use checkbox makes the cause ava
99. rd to represent any item of value to your business such as a vehicle facility building pump or piece of equipment A pump and all its components could be included in a single asset record or the pump itself motor starter etc could each have its own asset record To determine which approach is best for your company consider the following e Does each component need a separate history e Does each component need a separate part list e Are the components critical or expensive If so you ll want to enter the pump and its components as separate asset records If you re going to manually enter your asset records you should examine the order in which you process them By using FaciliWorks Clone function you can save considerable time and avoid mistakes FaciliWorks 8i Administrator Guide Chapter One Intro amp Implementation Planning 1 2 In a typical manufacturing environment though many assets are used there may only be a few different types of assets The only differences between similar assets will be each one s ID number serial number and location They might also share the same maintenance tasks and procedures If this is the case for your company you can set up a boilerplate record of each asset type and then clone the boilerplate record when adding a new asset of the same type If you are responsible for centrally managing the records of several facilities which may amount to thousands of asset records then you might want
100. rds and place them in a storage location within the database This makes your current group of records smaller so your database will run more efficiently An Archive is not the same as a Backup a Backup preserves your entire database in a separate place and can be restored if your database is lost or damaged Archived records are not accessible through forms or filters Always make a backup copy of your database file before you archive it Customize Farm 9 Maintenance Jobs iby Date Created Maintenance Jobs by Date Done Purchase Orders CH Service Request Calibration Asset ID From Date Created 01 01 2010 EE To Date Created 07 08 2010 sni Ln Archive To archive your records first select the record type by clicking the appropriate radio button To find records that pertain to a particular asset enter the Asset ID or select one from the Asset ID pop up list Enter a date range for the records you want to archive The types of date fields will vary depending on the selected record type FaciliWorks 8i Administrator Guide Chapter Six Utilities 108 Click View to view the selected records in a separate window Maintenance No Date Created 1234567 12 26 2005 4567678 01 27 2006 4567844 01 13 2006 OODOOCO ZE 01 27 2006 0000000552 04 06 2006 anononosa6 04 25 2006 0000000470 05 22 2006 OODODODO 2 01 27 2006 0000000553 04 06 2006 oo00000642 03 30 2006 0000000651 03 30 2006 anooonosen 03 30 2006 nonon056s 03 30 2006
101. regenerate that number for the next new purchase order it will generate the next number in the sequence The Numbering Schemes pane is used to define the schemes for types of assets parts staff members and gages schemes for gages are only available with 8i Calibration If you set up multiple numbering schemes use the record navigation bar at the bottom of that pane to browse through the records Suppose you have 10 types of assets one of which is Vehicle You can create a numbering scheme specific to vehicles For example select Asset ID from the Number Field drop down list and then select Vehicle from the Asset Type pop up list your Types list must already be in your database Enter a Number Format and Last Number Mumbering Schemes Number Field Asset Type Number Format Last Number Record la E lr Lt ora Tes Deke Click the Test button to receive the following message FacilivWvorks Si The next number in the sequence will be VEH OU1 Ce Click OK to continue Save the new format To add a new vehicle asset using the new numbering format navigate to Data Administration gt Assets and click the New Asset button Click the Asset Type pop up and select Vehicle the following message displays Windows Internet Explorer LY The selected equip type has a defined custom equip numbering format VEH 2 3 This will replace the current Equip ID with WEH O01 55 Chapter Four Program Configuration FaciliWorks 8i A
102. rmation message will appear Facili Works 5i delete this user Click Yes to delete or click No to cancel this action Groups Permission Tab Use this form to create unique sets of rights for each group If you need to assign unique rights to an individual user create a unique group for that user then go to this screen to assign the specific rights to the group Use the Group drop down list to select the name of the group whose rights you want to edit In the Select Object pane click one of the object radio buttons upon selection of the object the options for that object become available It is important to coordinate the permissions that you assign For example you can t allow a group to add new asset records but then remove their access to the Asset ID field Click the Default Permissions button to restore the default rights for the group The following confirmation message will appear _FaciliWorks Bi e _ WARMING You will not be able to unda this operation This Function will delete Ehe rights For the object and group below and restore the application s default rights Do you wish to continue Click Yes to continue or No to cancel the action After specifying permissions be sure to click the Save button O5 Chapter Five Personnel FaciliWorks 8i Administrator Guide Form Permissions This object is used to set permissions for the entire form Groups Permission Object Permission Groups
103. rmission Object Permission User ID ADMIN v Name Gdministrator Web Application web Full web Reports Web Service Requests web Calibration Module BEC A Password WB Require Password Change All Groups Member Of Administrators Users Calibrators Work Orders Removed FaciliWorks 8i Administrator Guide Chapter Five Personnel 92 1 2 3 93 Create a New User To create a new user click the Add button The Add New User form will open In the User ID field enter a unique alphanumeric code This will be the User ID used to log in to FaciliWorks The User ID is not case sensitive In the Name field enter the user s Staff ID The Staff ID is entered within the Personnel gt Staff Entry gt Information tab If the new user does not have a staff record or if you prefer not to link the new user to a staff record leave the Name field blank The name of the user will be displayed at the bottom middle section of the FaciliWorks screen User ID Require Password Change Password a Confirm Password l Type a password in both the Password and Confirm Password fields The password must comply with specifications defined within the Configuration gt Admin Settings gt Security tab The password is case sensitive Click the Require Password Change checkbox if it is required that the user change his password when he logs in to FaciliWorks for the first time
104. s added to a calibration record the procedure is locked down so no changes can be made to it If Maintain Calibration Procedure History is set to false unchecked then edits can be made any time even if the procedure is used in a calibration Certificate of Calibration Statement The text entered here appears on certificates of calibration when gages pass calibration Failure Notice Statement The text entered here appears on failure notice statements when gages fail calibration FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 44 Security Tab In this window you can enable and set options for FaciliWorks security and audit trail features Automatic Interf Mumberin Calendar Email Options Options Cal Options General User Information Security Audit Trail Enable Security Messages Advanced Audit Log iv Enable Audit Trail i Remove Audit Trail records after this many days Leave blank to i Application Logon Logon Method Hide Ch P d checkbox in login F ver C Hide Change Password checkbox in login Form Electronic Signature F Require Password Changes eR Mumber of Days Before Password Change gl Minimum password length F Require Mixed Case upper and lower Electronic Signature Login Require Alpha and Mumeric O Require Symbols a User Login Timeout Period Minutes Login Failure Email List email addresses separated by semicolons
105. s and Work Order Dates button This utility wll eliminate date and Time Discrepancies in the database Do nat continue unless vou have a currrent backup of Ehe database Do you wish to continue Reset Open Tasks Use this utility to update the Open PM checkbox in each of your task records This field can also be altered manually from within the Assets gt Task List gt Information sub tab and the Route Preventative Maintenance Setup gt Asset List gt Information sub tab The following window appears when clicking the Reset Open Tasks button This utility will reset Ehe Open PM Flag in Asset Tasks and Route PM Setup Do vou wish to continue Reset Tool Issue Status This utility corrects problems with imported records that show that a tool has been received even though it has not been issued Do not run this tool unless instructed to do so by Technical Support The following window appears when clicking the Reset Tool Issue Status button This utility will correct the date issue status of tools that have an incorrect issued status Do vnu wish ko continue Chapter Seven Data Tools 114 FaciliWorks 8i Administrator Guide Find Uncodeable Records In FaciliWorks you can print barcodes for parts tools assets and employees Run the Find Uncodeable Records utility to check all of your ID numbers for parts tools assets and employees to see if any of them contain characters that cannot be con
106. s included in your shortcuts by default Clicking the blue arrow button next to the Maintenance Jobs Calendar icon shows or hides the shortcut icons Minimize Swap Maintenance Jobs Calendar Breadcrumbs and shortcuts can be deactivated by un checking the Show Breadcrumbs in Header checkbox and leaving the five Form Shortcut fields blank Global Settings Whereas personal settings are applicable only to a single user Global Settings define the settings for all users The options in this section are similar to those in the personal setting section By default the preferences defined in Global Settings override any choices made in Personal Settings To allow personal settings to be used scroll to the bottom of the Global Settings form and check the Allow User Personal Settings checkbox Please see the Personal Settings section for more details To make sure that only Global Settings are used you must do both of the following 1 Uncheck the Allow User Personal Settings checkbox in Global Settings User Personal Settings LJ Allow User Personal Settings 2 Check the Use Global Setting checkbox in Personal Settings Use Global Setting Use Global Setting Click the Update button at the bottom of the form to save any changes Re login is required for Global Settings changes to take effect Click OK to be directed to the Log In form Log in to FaciliWorks to see the results of your changes 27 Chapter Four Program Configuration Fa
107. se the Select Color Theme drop down list to select your color theme preference The FaciliWorks default is Vista Color Theme Select Color Theme Mita Language Use the Select Language drop down list to select your language preference Current language options include English Spanish and French Language Select Language English m 23 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Form Options several forms within FaciliWorks have configurable filter and view options Form Options Form Autofilter Options Do not use Pre Filter v Approve Service Requests Form view x Do nat use Pre Filter Asset Grouping Entry Form view Asset Status Form View Do not use Pre Filter Assets Form View E Do nat use Pre Filter Auto Generate Purchase Orders Form View Do not use Pre Filter Batch Complete PM Do not use Pre Filter Budget Entry Form View Do nat use Pre Filter Budget Entry with Components Form View Do not use Pre Filter Calibrate Gages Due Form View Do not use Pre Filter Calibration Entry Form Form View Do not use Pre Filter Calibration Service Request Form View we Do not use Pre Filter Calibration Standards Form View E Do not use Pre Filter Checklists Form view Do not use Pre Filter Combo Box Entry Do nat use Pre Filter Contractors Form View Do not use Pre Filter Cost Center Entry Form View E Create Purchase Order Create Service Requests Create Work Orders uu A Do not use Pre Fi
108. select the items to be included in your calendar The default values in the Display Value fields are Date and Meter Calendar Include O Work Orders Display value For Date Based Frequency Preventative Maintenance S Both Display Value For Meter Based Frequency View the Maintenance Jobs Calendar and click on a day that shows a job is due A summary list of the jobs due that day will appear in a separate window The field on the right of that window is the Method field The values entered in the Display Value fields pictured above populate the Method field shown in the image below Date signifies that the work is due on a date based schedule Meter signifies a meter based schedule Jobs For 07 07 2010 Customize Form Basic Preventative Maintenance Print Detail Reports Print Compact or Summary Reports Calendar Color coding Color code your calendar for the numbers of hour estimated for maintenance Jobs Calendar Color coding Intervals From a Blue Hours Green 0 Hours Yellow Red Haurs Haurs Ed i If on a given day there are 8 maintenance jobs scheduled whose estimated completion time totals 26 hours that day will be marked as green on the Maintenance Jobs Calendar based on the settings in the image above NOTE You must use blue for your shortest range of time and red for your longest range of time 29 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Date Format and Curre
109. sers cannot view the report it won t appear in the list of available reports on the Reports menu e Preview Users can preview and print the report 99 Chapter Five Personnel FaciliWorks 8i Administrator Guide Functions Permissions This gives the user group access to the features in the Utilities and Data Tools menus which are called Functions Groups Groups Permission Object Permission Group Administrators Select Object O Form Mi Select Function Or Asset Parent Child History vi epor oa Q Report Control Default Permissions e Functions Permissions exceptions to the default properties Don t Run Function Run Functions Click this radio button to assign rights for FaciliWorks functions Select Function This field appears when you select the Functions radio button Use the drop down list to select each function to which you need to assign rights for this group You can edit rights for only one function at a time Permissions Click the radio button for the appropriate level of access for the group e Don t Run he function is not active e Function Run The function is enabled for the user group FaciliWorks 8i Administrator Guide Chapter Five Personnel 1 OO Object Permission Tab Use this screen to see a Summary of the permissions that have been assigned for a particular form report or function Information in this tab is not editable here it is an organized list of permissions assigned
110. set Custom Calibration Custom Fart Custom L Task Custom Main Menu Form Name assets Admin Settings Approve Service Reques Asset Grouping Entr LabelGageComments Comments p Comments Normal Bold Label ageCost cost Calibration Entry Form Normal OBald Calibration Entry Measu LabelGageCurrentLocatif Current Location Calibration Entry Proced Current Location Normal Bold Calibration Entry Signat SR P Edit Service Requests ne Normal Bald I tE t Multitask Preventative LabelGagelnvoiceDate Multitask Work Orders Invoice Date Normal Bold Dark Eres Selecting Assets for example will open the same list of labels here as it would if you clicked Customize Form from within the Assets gt Information tab Information PM Task Calibration Setup ew Event Lag i Part List Operating Costs P G T uw T Em t Fl of 318 Mew Gage Delete Asset Record Customize Form Asset ID Asset Description __ Record Field Name Label Text Default Label Text Font Weight LabelSageCurrentLocatiq Current Location Current Location Normal Bald To change a label highlight the contents in Label Text and type in the desired text Use the Normal and Bold radio buttons to set the preferred font weight To revert to the default FaciliWorks labels for a particular field click the associated Default button After any changes be sure to click the Save button at the bottom of the form
111. set Started Asset Completed Preventative Maintenance Created Preventative Maintenance Started Preventative Maintenance Completed Q Service Request Created 5 Service Request Approved Service Request Cancelled Service Request Escalated Service Request Resolved Task Created Task Started Q Task Completed CO Work Order Created CO Work Order Started CO work Order Completed C No Event The Progress Name status displayed in each work order and service request changes automatically as the work order or service request goes through the steps in the process The Event Trigger radio buttons indicate when FaciliWorks will automatically change the status of a service request or work order Click the New button to create a new progress name click Update to save changes click Cancel to discard changes 67 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide The asset Status field found in the Data Administration gt Assets gt Information tab is user defined Finar Information PM Task Calibration Setup Aur U LE Jle Ln ofai Locations Status Priority Medium Navigate to Configuration gt Asset Status to create new Status ID records or to edit existing records The record for Status ID 1 cannot be edited or deleted This ID tells FaciliWorks that the asset is currently in use Only assets marked with this status will appear on lists of assets d
112. sets to be used by the group specified at the top of the form Information Record I4 4 k t Fl of4 Customize Form Asset Grouping Ip PROPERTY Asset Grouping Description Property Database Customize This Form oo ID C E Description Asset Type Storage Location Delete Ss foe menu JE JE Fe menm JE ECL Pome menm EE Rom menm E ECL Rom menm E ECL Komm menm E EL EELER EES EELER EE EE LEE EE KKK bibbia mw mw rw FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 70 Click the Asset ID pop up list icon the list will look similar to the following Filter Remove Filter Bldgi01 Admin b01 Bldg 101 Cafeteria Bldg 101 Cafeteria 03 py pm D Bldg 101 Cafeteria 04 Bldg 101 Classroom 00000 Biag 101 Lt Bldg 101 Patient Info r T Sm Bldg 101 Security S Bldg 102 Bldg 102 Allergy Bldg 102 Anesthesiology Bldg 102 Anesthesinlogy 01 Bldg 102 Anesthesiolagy O2 p pEmPp mPIEIDIDIEEmgB BID P IX lae Unselect Al Check the Select checkboxes associated with the assets you want to add to the group and then click the Add button at the bo
113. sions All fields radio buttons checkboxes buttons pull down menus and pop up menus on a form are called Form Controls Groups Groups Permission Object Permission Group Administrators m Select Object Form Select Form Form Control Q Report Select Control O T Authorized Person Sub Form Sub Report E Default Permissions Functions M cuv Permissions exceptions to the default properties Nn Access O Read Only Disable Read Only Enable OQ Read Write Form Control Click this radio button to assign rights to specific controls within record entry forms Select Form This field appears when you select the Form Control radio button Use the drop down list to select each form to which you need to assign rights for this group You can edit rights for only one form at a time Select Control he available options in this field will vary depending on which form is selected in the Select Form drop down list Use the drop down list to select each control to which you need to assign rights for this group You can edit rights for only one control at a time Permissions The options in this field will vary depending on which form is selected Each permission type is listed below not all types appear for every selection Click the radio button for the appropriate level of access for the group e No Access Users have no access to the control although the control is visible a security message w
114. sset ID 5 Tr Gabe OF Asset Description Elec Traffic Gate Main Gut Task ID Task Description signature Customize Farm DoneBv Signature Name Date Time Mode Comments Approved By Signature Name Date Time Mode Comments When Electronic Signature Login is enabled the following window will appear requiring that the user sign in with his User ID and Password in order to sign the record e http www faciliworks net Electronic Signature Login Windo kad B Ka Sign In We password If Electronic Signature Login is disabled and a user clicks the Sign button the signature record is automatically populated with the user s name from the initial login screen and the current date and time FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 5O Email Options Tab The automatic email notification feature is designed to send emails to a user who creates a service request or to a list of users triggered by a specific event within the service request process Sample email text has been created for various steps in the service request work order process User Information General Options Cal Options Security Email Options Send Email sump server Prom emai Remote Port Resend Failed Email Frequency E mail Event Work Order Created vi Subject Line E mail Text Send List Send Requester Work Order Created A Work Order has been created For your Service Reque
115. st al This Work Order will be completed as soon as possible S Sincerely Maintenance Department All Staff Members 3791 Stan Smith ssmith bogus bob 3827 Dan David ddavidibogus bob Assigned Tech a Assigned Tech a BOB Regular Bab Jones bjenesimbagus bob Default Default User M 1 Adam Aaron faaaront bogus bob Staff 01 01 Staff i Staff 2 z Staff i Calibrator Calibration Qubsaurce FrenchUser Frenchuser SpanishLlser SpanishLlser General Demo general demo user ID Timi Tim K amdimevybermetrics com DemoUser DemosUser Use Authentication username 00 0 0 0 0 password Test Email J tnelude Report Attachment in PDF m Format Snooze After PM Advance Notification Lead Time E Days C Include Calib Due Listing Attachment in PM Advance Notification LabelTagName LabelTag alue Delete ac Delete Selected Staff Members Cancel In order for the email notification feature to function properly email options must be defined here 1 Check the Send Email checkbox 2 Enter lt name of server gt in the SMTP Server field 3 Enter lt email address gt in the From Email field 4 Enter lt port number gt in the Remote Port field 51 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide If your mail server requires authentication of your account
116. tative Maintenance Create PM Far Shadowed Task Fut Shadowed Task in Multitask PM Allow Duplicate Preventative Maintenance Jobs Checking this box will allow a PM to be created for a task even if there is currently an open PM order for the same task of days into the future that the jobs will be displayed on the Manual Create PMs form The default is set to show jobs scheduled for the next days Enter a numeric value in the Preventative Maintenance Lead Time Days field This field specifies the number Calibration Lead Time Days field 8i Calibration only Enter a numeric value to specify the number of days into the future that scheduled calibrations will be displayed on the Calibrate Gages Due form Task Priority 8i Calibration Only From the drop down list select Calibration Tasks Maintenance Tasks or No Priority Tasks when both maintenance and calibration is due on the same asset at the same time Create Meter Based Schedule You can create a meter based schedule here based on either the estimated due date or the actual meter remaining Create Meter Based Schedule Based On Q Estimated Due Date Actual Meter Remaining Meter Left Unit Delete Hows S Des Isi c aa Delete lf Actual Meter Remaining is selected then below it the Meter Left and Unit fields will become editable allowing you to enter values to determine the remaining amount that will trigger the creation of a PM order Enter a numeric value in th
117. the efficiency of your maintenance department by allowing an unlimited number of users in various locations to quickly create and submit service requests to a central maintenance department eliminating time consuming phone calls and written requests while providing centralized documentation of every service request and its outcome FaciliWorks PDA Perform maintenance and inventory in the field with your PDA handheld computer then transfer the data back to your FaciliWorks database You can even add a built in laser bar code reader to scan labels printed by our Maintenance Label Kit It s a great way to save data entry time and cut down on costly errors FaciliWorks Maintenance Label Kit Print durable laminated bar coded labels directly from FaciliWorks The small footprint Brother printer comes with cables design software and everything else you ll need to get started Dee TaskPro and SafetyPro TaskPro is a fully customizable comprehensive database of maintenance procedures covering 250 different topics related to facility and equipment maintenance and easily installs directly into your FaciliWorks database oafetyPro is a database of step by step safety checklists to assist with OSHA compliance It covers 40 different topics including fire protection stairs and stairways hand tools and just about anything else you might need Training Three convenient and effective training options are available to fit y
118. tificates of Maintenance which might be required to satisfy asset warranties This statement is printed on all completed work order reports General Tab User Information Options Cal Options Automatic Security Email Options Calendar InterFace Change Database Current Server y55080ffice0i alFWSQL2008 Current Database Shana_Test Tax Rate Value Tax Rate Mame Delete Tax Rate Select Database Manually enter database server namesIP address Server Database Limit Asset To Groupings Compact Database L Enable checking of database log File size Maximum database log file size MIB 1000 1 GB Shrink Database Bar Code Task Shadowing shadow Early Days Inventory Costing Method Gi Weighted Average FIFO OLIFO 37 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Change Database Current Server The name of the database server FaciliWorks is currently using Current Database he name of the database FaciliWorks is currently accessing select Database Server H you need to change to a different database server select the name of the server from the drop down list Once a server is selected a dialog box will appear requiring a user ID and password to access the database server Database Once the server has been selected choose a database from the drop down list The list will consist of databases that are available on the selected server The default listi
119. tion to becoming a work order to completion FaciliWorks automatically updates the contents of the Resolution Code field The words in this drop down list can be changed to better suit your needs i e you can change the Combo Box Text from Escalated to WO Created ui Record edo pr n of 23 Customize Farm Combo Box Text Combo Box Description Service Request has been created but not processed Cancelled Service Request will not have the requested work done WO Created 4 Work Order has been created For the Service Request The Service Request has been completed without a Work Order Cancel FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 74 Information Assignments Notification GE Record I Je o af 5 Filtered Request Mo 0000000031 Date Created 05 27 2010 Sei Occurrence SEKR El ES open Te Open Resolution Code The Combo Box Description fields cannot be changed because these fields describe the FaciliWorks functionality The resolution code that you re now calling WO Created will still be used when a work order is created for a service request Regardless of the name the underlying functionality does not change In FaciliWorks 8i Calibration you can create a series of steps to be followed when a specific event occurs The Workflow process includes a trigger setup and a step setup Workflow Trigger Setup The trigger setup is the first step in creating a workflow process The
120. to FaciliWorks please consult the FaciliWorks 8i User Manual Fach FaciliWorks user should have a thorough understanding of the particular functions that he or she will use It s not necessary for a user to learn FaciliWorks tools and utilities if that user isn t going to have administrator rights For this reason instructions for these tools and utilities are included only in this guide Keep in mind that some users may need training on basic computer and Windows functions CyberMetrics offers convenient and effective training options to fit your needs Our talented instructors will guide you through the planning preparation setup and successful operation of FaciliWorks Enterprise Asset Management software You ll learn how to save time avoid common mistakes and get the most out of your software For more information about FaciliWorks training classes please call CyberMetrics toll free at 1 800 776 3090 FaciliWorks 8i Administrator Guide Chapter One Intro amp Implementation Planning 1 O FaciliWorks Implementation Planning As with any new record control system be it computerized or manual it is worthwhile to take the time to plan the implementation Major steps to consider are 1 Define your needs for the system 2 Define when you want to start using FaciliWorks set both long term and short term goals 3 Choose system administrator s Define Your Needs The first step is to define what your needs are for your maintenanc
121. to Generate Purchase Orders Form View Do not use Pre Filter Batch Complete PM Do not use Pre Filter Budget Entry Form View Do nat use Pre Filter Budget Entry with Components Form View Do not use Pre Filter Calibrate Gages Due Form View Do not use Pre Filter Calibration Entry Form Form View Do not use Pre Filter Calibration Service Request Form View we Do not use Pre Filter Calibration Standards Form View E Do not use Pre Filter Checklists Form view Do not use Pre Filter Combo Box Entry Do nat use Pre Filter Contractors Form View Do not use Pre Filter Cost Center Entry Form View E Create Purchase Order Create Service Requests Create Work Orders uu A Do not use Pre Filter iv Edit PMs Form View m Show A Lag Do not use Pre Filter E Edit Service Requests Form View Wl Show Open v In the first column of fields in the image above select whether or not to open the form with a pre filter The default is to open the form showing the data records If this option is enabled and you do not want to use the pre filter click the Find All button at the bottom of the pre filter window The second column lists Facili Works form names In the third column select the view option to open the form either form view default or datasheet view In the fourth column for forms such as Edit PMs select to see All Open or Closed Completed orders It is recommended that Open is selected for Edit PMs and Work Order Manager when you navigate to th
122. ts gt Information tab and click the Quick Filter icon The Quick Filter now contains the Asset S N and Asset Type fields that can be used to filter asset records Find Records that match these criteria 63 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide Detail of List For each self building list within FaciliWorks items can be added to the list and the list can be locked down Navigate to the Configuration gt Admin Settings gt Advanced tab and scroll to the lower portion of the form If you want to lock down a list click the List Limit checkbox to the left of the list name This action deactivates the field textbox on the form and forces the user to select an item from the pop up menu O Asset Trip Detail of List Asset Type Detail of List Checklist Descr iption Detail af List Click the Detail of List link associated with a list name for example Asset Type A window will open that lists all available values if any Values Rs Fe Powers ees chemical Distribution 5 ale DE Feet oana Towers Fre peut ees Y Lov pelete peee afety Delete ber Delete SS 5 Dy late h C To delete an item from the list click Delete to the right of the item To add an item to the list 1 Scroll to the bottom of the list and in the Values field type a new item for the list Vehicle 2 Click the Save button and the new item will be alphabetized in the list 3 Close the window to return to t
123. ttom of the window Navigate to the next page of assets by clicking the next page number at the bottom of the window To add all assets to the asset group list click the Select All button and then click the Add button When you select the desired assets and click the Add button the list will close and the fields within the Asset tab will auto fill At the bottom of the last page will be an empty Asset ID field Use the pop up list in the empty field to go through the process again to add more assets to the group if necessary Be sure to click Save at the bottom of the Asset tab after any changes To delete an asset from the list check the associated Delete checkbox and click the Delete button 71 Chapter Four Program Configuration FaciliWorks 8i Administrator Guide User Tab In this tab assign users to a group one by one Use the User Name pop up list to select a user Click the selected user on the list and close the window Click the Save button Saving the information creates a blank User Name field to add another user To delete a user from the list check the associated Delete checkbox and click the Delete button Information Remove Filter Record 14 4 k t H of 4 Customize Form User Name Asset Grouping ID PROPERTY Asset Grouping Description Property Database Default User ser Grouping Sample User Customize This Form Hospital User Leer Name Delete School User Property User Property User Administ
124. two weeks enter 14 in this field LabelTagName and LabelTagValue The items listed here will be included in the body of the email To delete an item from this list check the Delete checkbox associated with the row and then click the Delete button Automatic Numbering Tab Use this form to create the automatic numbering formats for your work orders PMs service requests requisitions purchase orders assets and gages Gage ID numbering is only available with 8i Calibration For your convenience basic instructions and codes are listed on the right side of this screen including notes about date formats User Information General Email Options Automatic Calendar Interf Numbering Options Cal Options Security Enter the format to use For Automatic Numbering into Format Use 7 For letters chat will be incremented incremented For letters ar numbers that will nat be incremented enter the text as you want it to appe caps IF you want to include date information in the Automatic Number enter the date codes From the I Format Field blank to use standard incremental numbering Work Order Numbering eil RS ol co co S NI Date Information dd numeric day of the month 01 to 31 ddd text day of the week Sun to Sat Preventative Maintenance Numbering mm numeric month 01 to 12 GR Format mmm text month Jan to Dec PM O000000185 Last Number Issued wa two digit yea
125. ue for maintenance and on automatic work orders Recnri 14 SZ M Record i h ofa Customize Form This is the default Status record and iE can t be edited To edit an existing record use the record navigation bar to locate the record and edit as necessary Click the Update button to save any changes Ei ww Wo Record i 7 In M of8 Status Destroyed Delete Customize Form To create a new record click the New button Enter an ID in the Status ID field and a description in the Status field some examples of status descriptions are Inactive Out for Repair Backup Spare Lost or Retired Click the Update button to save any changes To discard any changes made since the last save click the Reset button FaciliWorks 8i Administrator Guide Chapter Four Program Configuration 68 Report Control If your company must comply with ISO or QS 9000 Document Identification and Control requirements you can set up FaciliWorks to identify each report with a document control number To use this feature navigate to Configuration gt Report Control E XP Record 14 lab I po of 1 Filtered Custamize Form Report Name Control Text Work Order Summary Alignment COLeft Center 9 Right The Report Name will appear at the bottom of each report using the alignment you have chosen for each report left center or right In the Control Text field enter your control text for
126. ven Data Tools 112 Fill Part and Tool Use Each part and tool record contains a Where Used tab These tabs list all assets that require the particular part or tool This information can be entered manually for each part and tool record or click the Fill from Maintenance Jobs button in each record to import the data for that individual record Use the Fill Part and Tool Use utility to fill in all of your part and tool records with the Where Used information from all non archived completed work orders The following window appears when clicking Fill Part and Tool Use This utility will take the part and tool records From completed PMs and Work Orders and add them to the part and tool use tables Do you wish En continue Remove Spaces This utility should be run once after importing data from another program This feature removes unnecessary trailing spaces from Asset IDs that may have been used by your old program The following window appears when clicking the Remove Spaces button This utility will remove spaces at the end of Asset IDs Do you wish to continue FaciliWorks 8i Administrator Guide 1 1 3 Chapter Seven Data Tools Repair PM and Work Order Dates This utility checks all of your preventative maintenance and work order records for valid dates and times If a record is missing one of these fields the program will insert the required information The following window appears when clicking the Repair PM
127. verted into a barcode If the utility finds any uncodeable records it will provide a printable list of them If no uncodeable records are found a dialog box will appear to confirm this These barcodes are divided into two categories 1 Code 39 Under this type the following are considered valid characters e The letters A Z both capital and lowercase e Numbers 0 9 e Special characters underscore forward slash plus sign period and dash 2 Code 128 Valid characters under this type are e he letters A Z both capital and lowercase e Numbers 0 9 e Special characters underscore forward slash plus sign period comma dash exclamation point at symbol carat open and close parentheses equal sign pipe I backslash colon semicolon greater and less than gt and signs question mark and tilde This function will check the characters found in the Staff ID field for all staff records Part No field for all part records Tool ID field for all tool records and Asset ID Gage ID for all asset gage records Gage records are used in 8i Calibration only Upon clicking the Find Uncodeable Records button the following dialog opens Faciliwvarkz Si Do you want to check your Records For any characters that cannot convert into Bar Codes Click Yes and FaciliWorks will display the list of uncodeable records if any exist Barcode 39 Valid Characters ABCDEFSHIIKLMNOPOR STUY WHY abcdefghijklmnapgqrskusvw
128. view the old and new values of modified fields click the Details button to the right of the associated audit record Audit Log Details Customize Form This function is enabled and configured from within the Configuration gt Admin Settings gt Security tab Please see the Audit Trail section for more information 105 chapter Six Utilities FaciliWorks 8i Administrator Guide Modify License Use the Modify License screen to continue your license when your FaciliWorks 30 day evaluation period is about to expire or if you are upgrading from FaciliWorks 8i Professional to FaciliWorks 8i Enterprise oeven days before your evaluation period is over FaciliWorks will display a message that this period is about to expire For your convenience this period will not expire on a Saturday or a Sunday To continue your license call CyberMetrics Technical Support at 1 800 776 3090 for instructions You will be asked to provide your current license code and control code Customize Form You will need to obtain a trigger code to extend the evaluation period Contact Technical Support to extend the evaluation periad License Cade AARAA AAAA hh GaGa Control Code Maxed Trigger Code P Click Cancel to return to the Utilities menu FaciliWorks 8i Administrator Guide Chapter Six Utilities 106 Asset Parent Child History This utility displays a comprehensive history of the parent child relationships of the assets in the database
129. within the Group Permissions tab Le it shows permissions sorted by object rather than by group Object Permission Form Select Form Report Function R E ps O Function First click one of the Select Object radio buttons Then use the Select Form Report Function drop down list to select a specific object whose permissions you would like to see FaciliWorks will show you a listing of permissions for that object including control permissions fields buttons and group names You can print out a listing of each group s permissions by navigating to Reports gt Program Reports gt Group Permissions and Users As the report is quite lengthy filter for each group before printing 1 01 Chapter Five Personnel FaciliWorks 8i Administrator Guide Staff User List sometimes when creating a FaciliWorks User ID for a staff member you may neglect to link the ID to the staff record To link the two records at a later time use the Staff User List to attach the user s User ID to his or her Staff ID Navigate to Personnel gt Staff User List Navigate to the user record that needs a staff link Click the Staff ID pop up and select the staff member to link to the user Record De e ke gt NM of 16 Filter Remove Filter Staff ID Kath User ID ee 3791 Stan Smith Staff ID 3627 Dan David Assigned Tech a Assigned Tech a BOB Regular Bob Jones Calibration User Calibration User Add Sta
130. xame 80 reale DIED 10 PROMI A CHON EE al Create Step to Perform Action Z A 82 Create Step to Make Decision EE 83 Create Step to Perform Action after Decision SMade 83 Create Ireger nnne nnne nnn nnn ener nnns 84 7 Table of Contents FaciliWorks 8i Administrator Guide Chapter Five Personnel 85 UTD ERU Y e E sodsexecaesuueduedecsvsaneutestecseansenceasaeesaueereateetecs as 85 Joie Bo 85 WANG SW AO ee 8 zig rel e EE 8 Work Orders Tab 88 HS OS lte 88 SOC d r AAA E A T EEE OEE T Ka NEN SEI EDME SU aH 89 S RR EE 89 Add a Gro p Copy Permissions UG 89 Add a Group Select Unique Permissions and Users ceecee 91 N O e EE 92 Bc cEL M tacemsteet 92 Greate T AR RM 93 Sici Nu sir ON le NER 94 Changing or Deleting a User D sessirnir i aa E 95 COGS eM SSI E S NN Tm 95 eigene 96 OPM OM Ol er ORE 97 aia gd dicc ENIRO ERE 98 REDO CONTO S RE 99 FURCI EE MI SO E 100 Object Permission Jah 101 Staff aN e nn 102 User Asset Grouping eeeeeeeeeee eene enne nennen nnn nnn n nnn nnn nu nnns 103 Chapter Six Utilities 104 Audit LOP MC ES 105 Modify TC 106 Asset Parent Child History KEREN ENK ener enne nnne nnn nnn nn 107 Records Archive EEN 108 Chapter Seven Data Tools 111 Calculate Due Dates an
131. ybermetrics Com ee 7 Delete Subject New Request For IT Body ou have anew service request For the IT department Cancel Click the Perform Action radio button Use the Action drop down list to select Send Email and then check the Send List checkbox Thus far we have decided to send an email to a recipient list The list is created using the Staff ID pop up list Use the pop up to select the technician who will receive the email for the IT assets Save the record Notice as you save the record FaciliWorks makes another record available for you Continue to add staff as needed and save each record Complete the Subject and Body fields When you are finished click the Save button at the bottom of the form FaciliWorks 8i Administrator Guide Chapter Four Program Configuration Q2 Create Step to Make Decision The next step going backward in our flowchart is to determine whether or not the Asset ID field contains the letters IT Click the New button at the top of the form to create a new step Enter a Workflow Step ID and Workflow Step Description Click the Make Decision radio button The form changes to allow you to set up a decision In the Define More Criteria section use the Field drop down to select Asset ID and the Condition drop down to select Contains Type IT in the Value textbox Click the Add to List button Define More Criteria OR And Qor Field Condition Value The cr

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