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Davison Maintenance User Manual

1. e Equipment Readings The Equipment Readings report prints only components where the reading or the type of reading is not empty The previous reading from the component record is printed A blank field is provided for writing new readings Usually it is best to print this report sorted by Location Equipment Summary Report The Equipment Summary Report combines Work Order Preventive and Parts information for each component e Equipment Costs Lists maintenance costs with the purchase cost of the equipment e Work Summary report The Work Summary report prints a summary of scheduled and completed work for both corrective and preventive maintenance for equipment by craft You can process this report for a range of equipment by selecting a scope or tagging equipment Select the crafts that should be processed for the report and the date range for the report The Work Summary report is divided into three sections Corrective Type Work Orders Scheduled Preventive Maintenance Completed Preventive Maintenance Corrective Type Work Orders The count and actual hours are tabulated for each work order status Working Ready Hold and Completed Estimated Hours Man hour cost and Material cost are totaled for all crafts Scheduled Preventive Maintenance The first two columns are count and estimated hours for all scheduled PM to the date indicated The following columns tabulate count and hours for the portion of the scheduled PM that is
2. Work Order Description Dates Unit Not found Unit Code Description A 415 was 10 Exhaust Fan Fa NE WASH wae PUP 1 Leave the work order number blank When the work order is saved a work order number will be assigned one greater than the greatest work order number 2 Press the check button to select a unit frorn a list 3 Double click on the unit for this work arder The Unit field is filled with the cade that you selected fror the list E Davison Maintenance Demo C DMSYSTEM DATA Ly File Personnel Equipment Parts BVGliSeli 8 Preventive Window Help ee Fe WEF ok orders The Cause for a work order is displayed in Priorities several reparts Cause Codes You can enter new cause codes from the Requested Work Orders menu Ge work Orders New Record Save Cancel Type Corrective Status personnet costs Preventive Replace chipped fan blede 1 Press the Description tab 2 Enter work order instructions E Work Orders New Record R Ready Requested Pae z 1 Press the Dates Status tab 2 If you enter a Completed Date the status is changed to Completed 3 Status is W R P H D or C for Working Ready Requested Project Hold Declined or Completed 4 Press Save to save all information for this work order If all fields are valid the work order will be saved with no extra messages How to Setup Preventive Maintenance E D
3. 07 17 2000 MECH EPeisonnellD 30 l t 0 2 42 05 2000 MECH Mo Peisornel ID 180 de The title for PM tasks indicates the current PM printing and scheduling options 1 Press the Next Due button 2 The first component found should be the same as the PM printout 3 PM tasks are the same as the printout if the PM tasks are due E Component PM by Location Unit Component Prev Due Compor MOTOR PROF _ vs 3 1030 FANDI CONTA M E freer AE C WASH WATER PU E PM Tasks for FANO1 MOTOR Due to 02 26 200 Due Actual Hrs Last Completed Interval i j rad ee No Personnel l 30 MECH No Personnel ID 30 MECH No Personnel ID 180 0 00 1 If all PM tasks for this equipment component are completed press Close All 2 Note that the PM tasks are no longer due They will not become due again until the frequency days or interval for each task has past 3 Press Next Due to move to the next component same as the PM printout Short cut command for closing all completed PM You can close all completed PM with one command Caution Be sure of your PM Printing and Scheduling options B Component PM by Location Unit Component Edit Component information Edit Component Information or Column View PM Tasks for this Camponent view Component Information Find Find Location or Unit by Description Search or filter Sort Ta
4. E fl Paga 1 INUN 7 How to Close Completed Preventive Maintenance For more detail see Closing PM Tasks This procedure is unnecessary if you use a PDA handheld for Preventive Maintenance Davison Maintenance Demo C DMSYST File Personnel Equipment Parts Work Orders Preventive GA Gok Bf Bob ob Scheduled Parts rs Equipment ka E PM ea Inventory Purchase o ort int Press the Scheduled PM button Printed 02 11 2001 16 35 Preventive Maintenance Due PM Due on 02 06 2001 for All Crafts by Location Location Craft Unit Component B01 Mai Note the heading on the printed FANDI amp a PM tasks MOTOR E ELEC ee 1 See the date that the PM was c due and the crafts Task Description Test thermstat switch for MECH hide amp PM Printing and Scheduling Options 1 for more printing options Select Crafts PM tasks Due open up to this Date Blank today 0206 2001 Print Calendar PM tasks due only this week Include Daily and Weekly Tasks Closing date when tasks were done Blank today 92 06 2001 p 1 Enter the PM Due date same as the printed PM 2 Enter default closing date This is the date that personnel completed PM tasks 3 Press the OK button E Component PM by Location Unit Component Prev Due Net PM Prev PM MOTOR Due to 02 26 2001 Closing 02 PM Due 02 26 2001 Daye ieva Reading ura Season m eisonnel ID 30 l t
5. How to Add Equipment This tutorial shows how to add all equipment information from the Equipment Compnents window You may wish to add Locations and Units separately before adding Equipment Component information See How to Setup New Equipment BS Davison Maintenance Demo C DMSystem DATA Press the Equipment button UR Davison Maintenance Demo C DMSystem DATA Press the Actions button BS Davison Maintenance Demo C OMSystem DATA Select Add from the Actions menu ff 8 Equipment Components New Record 1 Enter the Unit code 2 Enter Unit Description The Component code 3 and description 4 are optional Not all equipment needs to be divided into components 5 Press the check button to select location from a list 6 Double click on a record to select a location Electric Motozf 10 a Ro Location D Components New Record FANO2 TY KOTOR The location code was filled from the Electric Motor 10 list 1 Press the Note and Nameplates tab 2 GS Components FANO2 MOTOR U S MOTORS 445T 90A io TR GMY 31 8 Enter nameplate information or other general 56 37 notes about this component 3823806 S6 00257 776 Save Cancel Comacnent into Notes and Nameplates qe Ce y J Part Group No part group Press the Cost Information Vendor ALLIED tab All the fields in this window are optional Vye ent
6. details for the same work order To add new equipment component information see How to Add Equipment Each unit can be divided into component parts Components can be removed from the unit or shared with other units and usually have maintenance requirements similar to the same components of other units When a new unit is entered a Component record with a blank component code unit code blank component code is created for the new unit Handheld Tip When entering equipment by handheld the most simple entry is Component Description with no unit code With this minimum entry the CMMS will create a sequential numeric unit code and use the Component Description for Unit Description Otherwise enter a unit in the unit popup for new equipment WARNING Deleting a component deletes all the work orders related to the component unit component code When either a component code unit code or both are changed work orders with the same component and unit code are also changed automatically Fields in the Data Window for Components e Unt If the code you enter is not in the Unit database a table of valid units displays except when adding new equipment the unit description field is enabled and the new unit is added to the unit table in the background e Component Each unit and component code combination must be unique The component code can be used for classification of equipment when classification is different from PM Group Severa
7. hours are added to a Ready status PM work order A reading for a component is put to the component reading Steps requred if PM tasks were printed not for handheld a Press Check that PM Printing and Scheduling options are the same as the heading of the printed PM tasks b Press to find the next equipment component with PM Due c Press to close all PM tasks See Closing PM Tasks Build then schedule PM tasks as follows 1 Enter PM tasks from the menu Preventive PM Task Setup Optionally you may first add valid group codes from the menu Preventive PM Groups but PM groups can be added in PM Task Setup 2 Assign PM group codes to components Components with identical PM get the same PM group code 3 For Calendar scheduling assign a PM Start Date to the component The PM Start date is the beginning date of PM for the component It is not changed except to change the month and day during the year that PM tasks are scheduled You do not need to change the PM Start date from one year to the next You may need to change this date so that PM tasks for many components do not schedule on the same dates You can assign both the PM Group code and the PM Start Date from Scheduled PM Actions Edit Example calendar PM scheduling with a PM Start date of 02 01 Frequency PM Scheduled Dates mm dd 30 Day 01 01 02 01 03 01 04 01 90 Day 02 01 05 01 08 01 11 01 180 Day 02 01 08 01 1YR 02 01 PM sc
8. The practical due date is the date that you print PM tasks If the PM is due on Wednesday and you print and distribute on Friday the practical due date is Friday PM Tasks that show a scheduled date a few days apart will print together and are done at the same time PM tasks are usually printed from this application each week Accounting Daily tasks on a daily basis is not practical from this application 4 Condition Directed Condition Directed Tasks Setup Condition Directed CD tasks require setup in the CMMS and data input readings for the Type and Position for each equipment in PredictMate In the CMMS PM Task Setup 1 Select the Frequency Condition Directed from PredictMate 2 Enter a PredictMate Type code to Condition Directed Type 3 Optionally enter a PredictMate Position to Condition Directed Position CD tasks will become due according to readings in PredictMate When the CMMS Frequency is Condition Directed from PredictMate the CMMS program warns you if you enter a PredictMate Type that is not valid from the table of Reading Types in PredictMate If the task Reading Interval is filled and the Condition Directed Type begins TOT for totalizer reading the task is due if the difference between the last PredictMate reading and the last completed PM work order is greater than the Reading Interval Also the equipment reading will be updated from the PredictMate reading WARNING CD Position is not validated a
9. a person this email address is put in the Send to email address e Productivity Report Available hours for each person are compared to actual hours in work orders for the same person You are prompted for beginning and ending dates Available hours within these dates for each person must be entered in Personnel Hours Available For best accounting of Productivity enter all personnel hours to the Hours related browser in Work Orders Press Hours Otherwise actual hours entered to the work order Actual Hours field are added to the Productivity Report assuming hours are performed by the Assigned person for the work order Available Hours Available hours are the hours available for performing work Actual hours are accounted in completed work orders Available hours and Actual hours are compared in the Productivity report Enter Available hours for each personnel You may enter the date as the ending date of an employee time period or daily time The Productivity report sums the Available hours for a date range See Personnel Information about the Productivity Report Equipment Components See Reports for Equipment Components The Work Orders browser provides a simple Add Edit of Corrective work orders for each equipment component To enter more details for a work order select Go to this work order from the Actions menu in the Work Orders browser This jumps to where you can enter parts personnel hours and other
10. close the PM tasks restore the tags from file and move from one tagged component to the next with the Next tag command Ctrl N NOTE If the equipment database is packed after tagging old tags to file will not relate correctly Dates for PM Scheduling e PM Start Date The beginning date of PM scheduling for a component Calendar PM scheduling is calculated from this date Each component has a PM Start Date This date is entered when a component is added to this system and not changed unless calendar PM scheduling for the component needs shifting to other weeks After running the Year Schedule Hours report you may want to change this date for some components to make a better balance of PM scheduling through the year In this case you only change the month and day of the PM Start Date Leave the year the same as the original e PM Due Date PM Calendar Scheduled Date The date from which PM tasks are scheduled By default the PM Due Date is the current date You can change this date in the PM Print Options Press e Default Closing Date for PM This date is put into the Completion date for a work order when a PM work order is closed This date is changed in the PM Print Options e Work Order Scheduled Date PM or Corrective In the Component PM window where PM is closed this is the date that the PM task became due for the component e Seasonal Month Day In the PM Tasks window this designates a season or date range in which the
11. currently selected part group In the part groups window the quantity field indicates the quantity of the part required when the part is used in the group Parts removed from inventory by group will be removed by the quantity that you enter The default quantity is 1 F8 Remove parts from stock in the current part group Part quantity is reduced in part information according to the quantity entered in the current part group F9 Receive parts by group Each part is received added to part information according to its quantity in the current part group Replace parts that were previously removed from stock This allows you to UnDo removal of parts from stock This is the opposite of the F8 key and can be used to reverse an accidental use of the F8 key or to add parts back if they were accidentally removed during work order completion If you change a part group code the same code in components and part groups will be changed in order to keep the relation Part Information Part Information is ordered by stock code description or location To add new part information press Actions then select Add Press the image view button m in the tool bar to view the selected image file Image files named the same as the Stock Code will relate even if not entered to the Image File field Enter the number of a part received or used in the columns Note that the number of parts In Stock or Total Used change as you e
12. descriptions in this window Other windows use these codes for validation Add a blank code if you wish to allow no stock location Vendor Information Vendor information contains business address telephone and contact A note field provides space for miscellaneous information and additional addresses and phone numbers Vendor priority is assigned by Vendor Code Precede the vendor code with a number or letter to indicate vendor priority For example a vendor code 1 Vend02 is higher priority than 2 Vend01 Press Parts to review or assign stock available from this vendor Enter the vendor cost for parts here From Actions Shift F3 check for duplicate Vendor Codes from the current record forward If you change a vendor code the same code will be changed in part information in order to keep the relation If you DELETE a vendor the vendor relation in part information will be deleted Purchase Orders You can select parts from each vendor to create purchase orders Purchase Orders can be emailed to the vendor with line items attached to the email You can select other exports HTML from the actions menu See How to Add a Purchase Order Vendor Inventory Parts Inventory for vendor contains parts available from each vendor Stock code is validated against parts information The part description is displayed from part information and cannot be changed here Enter the cost for parts from each vendor here Parts in your system
13. from inventory Priority for Ready PM work orders 3 Normal xl Assigned person 4 Equipment Priornty No Equipment Priority Filter e PM tasks Due open up to this Date Blank today If blank this date is the current date If you want to print PM that is calendar scheduled for previous or future weeks enter the ending date of the week Check Calendar schedule PM for only one week for only PM calendar scheduled in that week This option is helpful when you want to print PM in advance before a vacation or other absence e Print Calendar PM tasks due only this week Check if you want PM scheduled for only one week PM tasks that are overdue earlier than one week prior to the PM Due date will not print or schedule You might want to print Calendar scheduled PM for several weeks in advance This allows printing the tasks in advance each with a Due date ending for each week e Closing date when tasks were done Blank today This is the date that PM was completed Each time a PM is closed this date is put in the completed PM work order as the completion date e Include Daily and Weekly Tasks If checked daily and weekly tasks are printed or scheduled Usually daily and weekly tasks do not need to be printed or closed here e Print Due Readings from PredictMate If Checked predictive readings from PredictMate print with preventive maintenance tasks It is best to print these readings from Pred
14. is in no way influenced by Davison Systems LLC its officers employees or agents Davison Systems LLC SHALL NOT IN ANY CASE BE LIABLE FOR SPECIAL INCIDENTAL CONSEQUENTIAL INDIRECT OR OTHER SIMILAR DAMAGES INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION OR ANY OTHER PECUNIARY LOSS ARISING FROM THE USE OR INABILITY TO USE THE SOFTWARE MANUAL DOCUMENTATION OR OTHER MATERIALS EVEN IF Davison Systems LLC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES BREACH OF AGREEMENT TERMINATION Any breach of one or more of the provisions of this License Agreement shall result in immediate termination of the License You shall then immediately discontinue use and return all copies of the software manuals and documentation to Davison Systems LLC or supply a certificate of destruction of all copies All provisions of this License Agreement which protect the rights of Davison Systems LLC shall survive termination GENERAL You are responsible for compliance with all laws and regulations governing export outside the United States of any product containing the software such as obtaining and renewing licenses or permits and financial reporting obligations The headings used are for convenience only This agreement shall be governed by the laws of the State of Oregon Tutorials Following a tutorial may be the easiest method to learn this program See Tutorials How t
15. is checked if the OOS ending date is empty The Change All command prompts for changing OOS dates and times in many units See Actions Change All Out of Service Beginning or ending date is changed according to the same rules when entering dates and times for each unit This utility stops when a beginning or ending date and time does not agree with a rule Out of Service Work Summary Work orders opened and completed within the OOS period are summarized for the costs listed in the OOS report Preventive Maintenance work orders completed during a shut down period are not included in the costs of the OOS report Work orders opened to fix OOS conditions should have a Requested date and time the same or later than the OOS beginning date and time and a completed work order date and time earlier or the same as the OOS ending For a complete account of costs run the OOS Work Summary report after OOS ending dates and times are entered and work orders for the OOS are closed The OOS report shows the time equipment was OOS in days hours and minutes If work order cost is included the time required to complete the work order Requested to Completed is shown as Completed days hours and minutes The time between work order completion and OOS ending in service is shown as Completed to End In the Equipment Components window you can add work orders for OOS and enter OOS date and time See Unit is Out of Service NOTE e When anew u
16. maintenance work as a Ready PM work order by email Images Pictures for Work Orders Images transfer to handheld and can print in work orders If an image exists named WorkOrder_ lt number gt JPG it is used for the work order Otherwise the equipment component image is displayed To edit an image for work order instructions work order images are copied from equipment images or selected In the Work Order window press WO Image from the work order image viewer and you are prompted to copy the image to an image for this work order named WorkOrder_ lt number gt JPG Then you can edit the file WorkOrder_ lt number gt JPG specifically for this work order See Image View about editing images Plan Chart The Plan Chart isl Plan is a Gantt chart for managing work orders ia You would usually select active work orders for a Craft then run the Plan z Chart to see if work orders are spaced for the Craft If the work orders ae were sorted by priority the chart should cascade from upper left to lower right showing that work orders are scheduled and due by priority If all work orders display in the same date range the scheduled and due dates should be changed so that all work orders are not expected complete on M 5ESEEEMEEE a ee the same day The work order Due Date should be filled otherwise the program assumes a Due Date one day after the Scheduled date Estimated or actual hours are not calculat
17. next number available for work order numbers beginning C is added automatically Reports for Work Orders Note Click Include Costs in the Reports menu to include cost information in most work order reports The check mark indicates that costs will be included Work Orders as selected induding Personne Hours Work Orders Parts Additional Costs Active Work Orders Working Ready Project status Active or Preventive Work Orders Induding PM Tasks Print this Work Order Active Work Orders by Assigned ID induding any PM Tasks Preventve Ready Work Orders with PM Tasks Active Work Orders by Date Priority and Scheduled Date Closed Work Orders Corrective by Completed Date Configuration Induce Costs in above reports New Page with each work order in above reports 1 Work Orders with nsuffident parts 2 Parts Needed by Stock Code Run this AFTER Insuffident Parts e Active Work Orders Active work orders are automatically sorted by status and priority to only Working Ready and Project status unless you have already done this If you tag records with no scope the report will run for only the tagged records This report prints only Corrective work orders You can print active work orders from a scheduler or shortcut with this run command c dmsystem MipWin exe WORKPRNT The windows default printer is used without prompting the user You can select active work orders for immediate printing with this run command c d
18. of ninety 90 days from the date of shipment Purchaser s exclusive remedy shall be the replacement of defective media which is returned to Davison Systems LLC If Davison Systems LLC is unable to replace the media within a reasonable amount of time the purchaser may terminate this agreement by returning the program and all copies documentation and proof of purchase for a refund of the purchase price Davison Systems LLC does not warrant that the operation of the program will meet your requirements or that the operation of the software will be uninterrupted be error free or that defects in software will be corrected The program is provided AS IS without warranty of any kind The entire risk as to the quality and performance of the program is with the purchaser If the program proves defective or inadequate purchaser assumes the entire cost of servicing or repair No oral or written information or advice given by a Davison Systems LLC representative shall create a warranty or in any way increase the scope of this warranty Davison Systems LLC MAKES NO OTHER WARRANTY EXPRESS OR IMPLIED OF ANY KIND OR NATURE WHATSOEVER INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE LIMITATION OF LIABILITY Davison Systems LLC shall not in any case be liable for damages incurred by third party users of applications which incorporate Davison Systems LLC Your implementation of Davison Systems LLC
19. overdue Overdue counts are calculated from the difference between the scheduled date for each component s PM task and the date indicated Completed Preventive Maintenance This is a tabulation of Preventive type work orders that were completed during the dates indicated Overdue counts show how many of these work orders were overdue when they were completed Overdue counts are calculated from the difference between the Completed and Scheduled dates on each work order Unit Information A Unit is a complete machine or other equipment entity such as part of a building or a vehicle A unit can be divided into component parts like Driver and Driven for example an electric motor and a fan are separate components of the fan unit Out of Service A unit is usually Out of Service OOS when it needs repair or does not need to operate When repair is needed OOS causes production down time and is not a scheduled shut down period Preventive maintenance tasks will not schedule when a unit is OOS The Out of Service report summarizes down time from each period when equipment units where OOS Units may go in and out of service so each unit relates to the OOS table of beginning and ending dates and times The Out of service checkmark is loosely related to the OOS table You can check a unit as out of service without adding records to the OOS table When you add or edit the latest record in the OOS table the OOS checkmark is changed The Out column
20. task is performed The date is entered in the format mm dd to mm dd and may cross over the end of one year to the beginning of the next year for example 11 15 to 02 15 See Preventive Maintenance Tasks Reports for Component Preventive Maintenance e List PM Due Print PM tasks due for each component Components are sorted by Location You can change to other sort orders and you might want to select only a scope of components Press Setup_ to set PM Printing options See PM Printing and Scheduling Options before printing Due PM Sum Estimated PM Hours Check weekly PM scheduling with this report This report lists the distribution of PM estimated hours scheduled per week The count of tasks is an alternate indicator of PM scheduling in case accurate estimated hours are not available If some weeks are too busy change some component PM start dates to shift their scheduled PM to other weeks Then run this report again Weekly tasks are included since some weekly tasks could be seasonal Daily tasks are not included Estimated hours and number of tasks are identical to a list of Due PM only when weekly tasks are included in those listings e Components where PM Group has no PM tasks Sometimes PM groups are assigned to components but the PM group may not yet contain PM tasks Components in this list need PM tasks added to their PM Group in PM Task Setup Preventive Work Orders Each of these reports print one wor
21. your use distribution or installation of this copy of the software indicates your acceptance of this License Davison Systems LLC hereby grants you a non exclusive nontransferable license to use this software product as described in the user manual on one 1 Central Processing Unit only You may not adapt translate reverse engineer decompile or disassemble the software You are not acquiring any rights of ownership in the software manuals documentation or other materials BY USING INSTALLING OR DISTRIBUTING THE SOFTWARE PACKAGE YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT UNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS YOU FURTHER AGREE THAT IT IS THE COMPLETE AND EXCLUSIVE STATEMENT OF THE AGREEMENT BETWEEN US AND SUPERSEDES ANY PROPOSAL OR PRIOR AGREEMENT EITHER ORAL OR WRITTEN AND ANY OTHER COMMUNICATIONS BETWEEN US RELATING TO THE SUBJECT MATTER OF THIS AGREEMENT YOU FURTHER AGREE THAT IF DAVISON SYSTEMS LLC IS REQUIRED TO ENGAGE IN ANY PROCEEDING LEGAL OR OTHERWISE TO ENFORCE ITS RIGHTS UNDER THIS AGREEMENT DAVISON SYSTEMS LLC SHALL BE ENTITLED TO RECOVER FROM LICENSEE IN ADDITION TO ANY OTHER SUMS DUE REASONABLE ATTORNEY FEES COSTS AND DISBURSEMENTS Trial Version for evaluation use You cannot use this software for more than thirty 30 days without charge After the 30 day evaluation period has lapsed you must pay the license fee or stop using the software unless authorized by Davison Systems
22. Davison Maintenance User Manual Ai Davison Software Davison Systems LLC Copyright 2009 Davison Systems LLC Phone 707 447 3227 support DavisonSoftware com November 11 2009 Davison Maintenance System Contents License Grant Tutorials How to Getting Started Setup Preventive Maintenance Setup New Equipment Print Scheduled Preventive Maintenance Add Equipment Close Completed Preventive Maintenance Add Work Orders See Help Topics for more Personnel Craft Information Personnel Information Available Hours Equipment Equipment Components Reports for Equipment Components Unit Information Locations Work Order Information Work Orders Reports for Work Orders Work Priorities and Causes Preventive Maintenance Component Preventive Maintenance Reports for Component Preventive Maintenance Preventive Maintenance Groups Preventive Maintenance Tasks Parts Handling Inventory See Help Topics in the software program for more including More tutorials Browsers Data Windows and Reports Importing Data from handheld devices and other sources Typical Shortcut for Networks ODBC Replication Language setting With each software update the manual becomes out of date Refer to Help Topics for updated documentation License Grant You should carefully read the following terms and conditions before using this software Unless you have a different license agreement signed by Davison Systems LLC
23. LLC in writing to extend the evaluation period U S GOVERNMENT LICENSE GRANT RESTRICTED RIGHTS Davison Systems LLC developed the software manuals documentation and other materials at private expense Use duplication or disclosure by the U S Government is subject to restrictions as set forth in the Federal Acquisition Regulations FARS 49 CFR Ch 1 Subpart 52 2 and other U S Government agency acquisition regulations such as Department of Defense Federal Acquisition Regulations DFARS 49 CFR Ch 2 Subpart 227 72 as applicable The license grant to the U S Government shall be the same as that customarily provided to the public unless inconsistent with Federal procurement law OWNERSHIP Davison Systems LLC owns the Davison Software logo product names software manuals documentation and other materials and all copyright rights Any copyright or trademark notices product identification marking or description or notices of proprietary restrictions may not be removed COPYING PROHIBITED The software manuals and documentation are protected by U S copyright laws and international treaty provisions They may not be copied except that one 1 copy of the software may be made for backup or archival purposes Any other copying is prohibited LIMITED WARRANTY Davison Systems LLC warrants the media diskettes or CD on which the software is furnished to be free of defects in materials and workmanship under normal use for a period
24. are cross referenced by the Stock Code to each Vendor part number
25. as a default when no actual hours are entered for each person See Personnel Hour Cost Contracted Services as Crafts Add contracted services as a craft Usually a contractor craft is not included in preventive maintenance PM tasks You may wish to precede the code for a contract craft with tilde to keep contractor crafts separated from crafts within your organization at the end of the craft list for example MECH as Mechanical Contractors See How to account Contractor costs Crafts Separated to Shifts Shifts for example 1st Shift 8 am to 4 PM 2nd Shift 4 PM to 12 am can be managed as Crafts in this system When separated to shifts Crafts can be coded like 1STMECH 2NDMECH 1STELEC 2NDELEC to separate and sort work orders by shift Craft for shutdown periods can separate Preventive Maintenance tasks like DOWN ELEC DOWN MECH This allows easy separation of PM tasks by craft for shut down periods Personnel Add personnel initials or ID codes in this screen The initials or codes you enter here are used for validation in other screens Add a blank code if you wish to allow blank initials in other screens such as the work order input screen Hourly Cost Enter the hourly cost to multiply hour costs in work orders See Personnel Hour Cost Hourly cost is intended as the total expense for an employee not just their personal pay rate Email address is used for emailing work orders or reports When you select
26. at is repeated often among several PM tasks like a lockout procedure Create Insert Text from File Text to Insert Right click within the PM Task Description then select Add keyword Additional lt Description gt This will add a keyword at the end of text so the program will add the Insert Text when printing the PM Tasks Only one insert is allowed and it will only print after the PM Task description Data Entry Forms in PM Tasks See Data Entry Forms in Preventive Work Orders Options for PM Scheduling e Reading Interval Enter Miles hours or any other reading except days or years in the Interval field This field is optional and only used for tasks that are scheduled by a reading The Type of Reading is the unit for the reading Miles Hours or other but not days or years Combining Multiple Intervals Cylces Hours Mileage other In some cases PM is scheduled according to more than one interval like cycles and hours To schedule PM for multiple intervals schedule comparing to the lowest interval value For example where PM is scheduled at 40 hours or 20 000 cycles the lowest interval value is 40 Enter 40 to the Reading Interval in PM Tasks Compare cycles to hours as cycles divided by hours 20 000 cycles 40 hours 500 cycles per hour Record the accumulated reading to equipment as the highest common reading In this example where PM is scheduled by cycles or hours enter equipment readings as hours or cyc
27. avison Maintenance Demo C DMSYSTEM DAT J File Personnel Equipment Parts Work Orders Preventive Help Equipment EPI Press the Scheduled PM button AAN PM by Location Unit Component efron a ete oe ieee I re ove Newem Prov Pa ite Out Location Unit Desc arr PM Gi fmon ma a E Enma fn component that needs PM a iz F eal al setup Double click on the Exhaust Fan a T CN I component record WASH WATER PUL NEWOT ia BPM Tasks for FANO2 MOTOR Due to 01 26 2005 Closi Zacar rave RAMI Reopen Asono Fae PM Due 01 26 2005 Aea eso oar ers Peo No Personne ID BE Component PM by Location Unit Component sais S Repons MA Image y4 Setup MEME Fle Due 1 Press the check button 2 Double click on the PM Group for this component Select or Add PM Group for this Component by PM Group Code gacions Add PM Group Oescrphon EE 160 Grou C O Ee FAN Fan propeller and vatip ch p EI SH WATER PUMP E Component PM FANO2 MOTOR 1 The PM Group field is filled with the PM Group that you selected 2 You may want to select Time Ea Scheduling 3 Press Save Pil Group EN10 Z Bouie l Pu Ston Dste 07 18 2003 F C Calendar C Calendar Scheduling Reading 0 00 T Tine Scheduling For an explanation of Calendar and Time Scheduling see PM Scheduling Methods The PM Start Date is the beg
28. ays You can create tasks for anew PM group before assigning the PM Group to equipment NOTE The tasks in a PM Group apply to all componets with the same PM Group code es How to Print Scheduled Preventive Maintenance BS Davison Maintenance Demo C DMSYSTEME 4 File Personnel Equipment P rts Work Orders Preventi B Eat Oha Wg For the easiest command to print PM Penons l ees nai 1 Press Reports Equipment p 2 Select Due Preventive Maintenance Work Orders This is for simple scheduling with no preferences Part Information his Date Blank today 02 26 2001 E Include Daily and Weekly Tasks z Fn PA eee en pa 1 Enter the ending date for next L Print components with due PM eek s scheduled PM ia EE A 2 Press the OK button Page break at each equipment u Page breaks with change of Location code at position E Report Component PM by Location Unit Component fal P T i E J pal pa Bo bee i m mma a B Apt_capm re R amp A Xbase Sst fc gt for jm py 172001 14 10 Preventive Maintenance Due PM Due on 02 06 2001 for All Crafts by Location Location Cratt Unit Component B01 Main Building FANDI Shoat Fan MOTOR Bectrio Motor 10 HP ELEC Blectrical Days 30 Done 4 J Adus Hours Task Description Test themutat witch for Hi Lo emeout MECH Mechanical Daye 30 Done os sf Actua Hours
29. ckup gt gt Backup Pack data at least work orders Archived work orders are deleted Packing data before archiving removes all pre existing deleted records and allows recovery from an aborted or reversed archive easier See File gt gt Index gt gt Pack Archive options Delete each work order is the default If this is unchecked work order information is not removed but only copied to the archive file You can select Corrective or Preventive work orders If only Preventive work orders are selected the last Preventive work order is not removed to keep the current PM scheduling Work orders later than the latest date remain Some Preventive work orders older earlier than the latest date may remain After archiving work orders Do not duplicate old work order numbers Continue with the next higher number for new work orders If you choose to import archived work orders later the old work order numbers need to remain unique You can pack data to permanently remove archived work orders Otherwise the deleted work orders are still in the work order table as hidden This reduces the size of the work order table and may provide better performance See File gt gt Index gt gt Pack Old work orders can be imported but it is not advised to repeatedly archive and import work orders A second archive system can be copied to another data folder See in Help Installation gt gt Typical Shortcut gt gt Multiple Data Folde
30. ct Hold Declined or Completed Status is sorted in descending order with W first and C last When you select a C or D status the Date Completed will automatically be filled with the current date You may type in a different date When you enter a completed date the status will automatically be changed to C for completed Some users may enter work orders that are later considered invalid When a Requested work order is invalid change the status to Declined Declined work orders are not included in management reports Declined work orders should have no hours or costs Days Interval and Reading pertain to type P reventive work orders only They are used the same as in the PM Task Entry screen Days The number of days or years between the PM task Interval The interval if a run hour or mileage meter is read to schedule preventive maintenance for the equipment Reading The meter reading at the time the PM work order was completed Unit Code and Component Code are validated against the codes that were entered in Unit Information and Equipment Components Dates Requested The date of the original request Scheduled In Corrective work orders this date can be used for scheduling work orders regardless of priority See Work Priorities In Preventive work orders this date is automatically filled by the program It is the date that the preventive maintenance task became due Completed The date the work
31. d groups of work orders like Active or Closed select a group from Actions gt gt Group Work Orders A scope of work orders is marked For example the Active Work Orders group will mark all corrective work orders where status is Working Ready or Project Work Order Number Each work order number must be unique The Work Order Number is actually a code that can contain letters and numbers To find a work order with no leading zeros press lt space gt once then the work order code Automatic Work Order Numbering The following actions apply when saving a work order number e An empty work order number is filled with the next greater work order number e If beginning with a letter spaces after the letter are filled with the next greater number For example A would be changed to A000000002 if a work order number A000000001 already exists e If beginning with a digit or a space the remaing code is right justified For example 123 is changed to 123 and AA is changed to AA Leave the work order number blank for automatic numbering The program finds the highest work order number not preceded by a letter like 0000000998 then creates a number that is one greater like 0000000999 You can find the greatest work order number by searching the colon character Select Actions Find then enter Sometimes work order numbers that have been manually entered cause the automatic
32. der is completed Priority of PM tasks e Set the Equipment Priority in the Equipment window You can filter or tag by priority or print Due PM by priority e For one time priority Tag records in the Component PM browser Only tagged components will print Print Ready PM work orders as follows a Add a ready PM work order by pressing Ada Ready You could also change the priority in the ready work order You can set the default priority for Ready PM work orders in PM Printing and Scheduling Options b Print the PM tasks from the report for Open Preventive Work Orders Print one of the reports entitled by Priority e Change the sort order of Components to provide the priority needed For example sorting on Components or PM Groups then selecting a scope of components in that order e Indicate priority by Route code Since Route is intended as the order for personnel to walk through the facility it is also the priority in which PM tasks are completed Route codes like AA0001 AA0002 and ABO001 AB0002 indicate different routes and priority e For priority of random equipment every week a Tag the equipment records in the Component PM data browser in the order that you want the PM to print This could be an odd order regardless of any sort order b Save the tags to file You can select Save tags to file from the Tag Scope menu c Print the List PM Due report d Later when you
33. e equipment that you select but the equipment browser stays on the Requested equipment ee o vrenersaueesenewsreess If the equipment is not Requested the y WOrk Orders are moved and the equipment Bowser moves to the selected equipment Work Orders Find WO Find any corrective work order by pressing the Find WO button You can enter the work order number You do not need to enter leading zeros For example to find 0000000333 enter 333 To find work order codes that are right justified enter just one blank before the code For example to find 245 enter 245 Otherwise after pressing Find WO press Select Requested Work Order to select work orders by Status with the most recent Requested work order at the top To sort by Craft press the Craft header When sorted by Craft work orders are sorted with the highest priority open work orders at the top for each Craft Press about any other header for other sorting Select Work Order by Status Priority Date Time Tene Craft Status Priority Type Description Fest Line 06 08 2004 MECH HERE 2 Couect Replace bells 06 17 2004 ELEC FRE Corect Control box is daenaget Requestors can also print work orders from the Reports button This allows printing work orders sorted by Craft Status Priority or other selection The Active Work Orders report prompts for oldest date pri
34. ection prints parts or additional costs parts not included in inventory or other costs relative to every work order The option Part and Addl Cost Totals is intended only for Active work orders as a list of all parts needed e Custom Work Orders Several custom work orders may be added to the Reports menu different at each installation of this application Press l Special for custom work orders e Work Orders with insufficient parts This report lists corrective work orders with parts that are not in stock or the part reorder time is beyond the scheduled date of the work order The quantity of parts in inventory is insufficient when there is not enough parts for the work order plus the quantity needed for previous work orders Work orders are considered depending on sort order and scope You should not include Completed work orders in this report For intended results sort by Status Prioriy Date and select a scope from top to the last incomplete work order not including Completed work orders IF you sort work orders by Status Prioriy Date higher priority work orders get the parts first Work orders must have a parts group code assigned to be considered Parts Needed by Stock Code After running the report for insufficient parts run this report to see the total of each part needed Insufficient Parts for Preventive Maintenance Tasks To list Preventive Maintenance tasks with parts that are not in stock you m
35. ed in this chart Data Entry Forms in Work Orders See Fields within a Multi line Note Priority See Work Priorities Cause See Work Cause External Work Orders You can add work orders from external systems by importing a text file comma separated CSV or tab delimited TXT Select Actions gt gt Export Import gt gt Add External Work Orders The text file must be named Ext_Work csv or at least include Ext_Work within the file name like Ext_Work from Predictive csv Work order number is created automatically Minimum required fields in the text file are Eq_Code Comp_Code Cause Da_Sched Time_Sched Notes These fields contain Equipment code optional Component code cause code Scheduled date scheduled time notes describing work External work orders are added uniquely by Cause Eq_Code Comp_Code Scheduled Date Time If an open work order of the same Cause Eq_Code Comp_Code exists the external work order is not added This avoids adding the same external work order more than once Work orders are also imported from ODBC Import Status Work order status is a variation of either Open or Closed Work order status is considered open or closed as follows Open Working Ready Project Hold Closed Declined Completed For simple use work order status can just be Ready for Open and Completed when Closed Status is W R P H D or C for Working Ready Requested Proje
36. ered a allied Electric vendor for this component Purchase Date 4 L Purchase Cost 0 00 Waranty Date G3 Components New Record PM Start Date 01721 2000 Friday 1 Press the Preventive Maintenance tab A date of one year prior to today s date PM Scheduling C Calendar Schedulir adjusted to the same day of weak is providad with a new record The default PM Scheduling is Calendar 2 Press the Save button Any fields that do not pass validation will display a message or a list of valid codes a Reading 0 00 Type ef F All of the information in the previous window can also be entered in Scheduled PM See How to Setup Preventive Maintenance for details How to Add Work Orders Not all the information shown in this tutorial is required You can add a work order with simply the equipment code or location and a work description See Requested Work Orders Davison Maintenance Demo C DMSYSTEM DATA Work Orders Priorities Cause Codes Requested by Equipment Requested by Location o only request a work order select the menu option Work Orders Requested by location BE Work Orders New Record Save Cancel pacer an este jac g Albert Collins ot l Loose guard zail on upper deck A The information in this window is enough to open a work order request Press Save to add the request Later a supervisor can assign the work order to equipment or lea
37. es of the Month Day Schedule dates are not adjusted for day of week For example these PM task records are possible Craft Frequency Interval Season MECH Blank 1 10 01 Fall startup MECH Blank 2 04 01 Spring shutdown onan MECH Blank al 03 01 M ECH Blank a 04 01 e Many tasks of the same frequency Like seasonal tasks you can enter more than one task of the same craft and frequency if you enter a number in the interval field A negative number is recommended An example of more than one task of the same frequency Craft Frequency Interval MECH 30 1 MECH 30 2 Same frequency with different tasks PM Scheduling Methods All PM scheduling is reversible When a PM task is closed a PM work order is created You can recover from mistakenly closing PM by selecting one of the commands for re opening PM in Component Scheduled PM PM for each component can be scheduled by one of four methods 1 Interval scheduling Interval scheduling finds the latest reading usually hours or mileage from the component table PM is due if the latest component reading minus the reading of the last PM completed for the same craft and days is more than the limit If a days for example 30 days is entered in combination with a interval task the PM task is due with either the interval or the days whichever occurs sooner 2 Time scheduling Time scheduling finds the last date PM was completed for the craft and frequency T
38. f you enter a pay factor less than 3 00 or no change equals zero and an hourly cost in Personnel or Crafts the second or third methods are used First method Sum of Hours X Personnel Charge rate Where Hourly cost factor from personnel list is zero Hourly cost factor from Craft is zero Second method Sum of hours X Cost Factor X hourly cost for each person Where Hours Hours entered for each person Cost Factor Entered with each man hour record or 1 assumed if zero Hourly cost From personnel list Third method Actual hours X Craft hourly cost Where Actual hours the number of actual hours entered to the Actual Hours field Personnel cost is zero Craft hourly cost hourly cost factor minimum 1 in the Craft Information screen Personnel cost is calculated using Craft hourly cost IF the personel hourly cost is zero This allows personnel cost by Craft not by individual personnel You can enter personnel costs by Craft leaving the ID field blank If records have been added to Personnel Hours F7 from the browser the work order Actual Hours field is bypassed during data entry and hours are totaled to the Actual Hours field Material Cost After saving work order information part costs are summed to the material cost field If a part group is assigned the cost for each part in the group is summed and placed in the Material Cost field Part cost is obtained from the vendor price that is assigned to each part Parts fo
39. g Scope Route Reports View Image Handheld Export Update Close all PM or Create Ready Work Orders Close all PM per currant setup and scoops Change All 1 Setup PM Printing E4 2 Find next component with Due PM F8 3 Find previous with Due PM Sh F8 Create Ready PM Work Orders per current setup and scope Re open Closed PM for current closing date and scope Re open Clased PM for setup any dosing date and scape If you are sure press Actions from the Equipment Components window then select Close all PM per current setup and scope This will close all completed PM tasks without needing to press Next Due and Close All repeatedly You can set a scope or tag records for this command Crafts A craft is a line of skilled work For example electrical mechanical instrumentation carpentry or operations are crafts in this system Work is often delegated by craft Preventive maintenance tasks are printed by location and craft Keep the number of crafts in this system to a minimum The crafts that you enter into this system may not equate to work groups in your organization Enter crafts as you want to divide both corrective and preventive tasks Usually there are fewer crafts in this system than work groups in your organization For example tasks for Mechanical craft might be performed by personnel from a variety of job descriptions Hourly Cost The hourly cost entered here is used in work orders
40. gainst PredictMate readings or Equipment limits Take care to enter a position that either exists or will be added for readings in PredictMate for equipment in this PM Group Process As PredictMate readings are input the CMMS CD tasks will become due only when the latest reading in PredictMate exceeds the CD limit If the Condition Directed Position is blank and no blank position for the type for the equipment exists in PredictMate the CD task will become due according to any Position for the equipment in PredictMate of that Type that is greater than the maximum or less than the minimum The Reading Interval and Type of Reading in PM Task Setup is not related to PredictMate and does not affect CD tasks However you can enter a different Reading Interval like 1 2 to additional records to allow additional CD tasks for the same PM Group and Craft Simple scheduling of CD tasks without PredictMate For a simple alternative to schedule Condition Directed CD tasks you can set the Reading Interval for a PM task to 1 Then each time CD tasks should become due increase the equipment component reading by 1 This only works where only one CD task is needed for the equipment component PM for a component will NOT schedule if the unit is out of service no PM group code is assigned to the component a type P Preventive work order exists for the component Ready status The work order craft and days are the same The work order
41. h week Accounting Daily PM tasks on a daily basis is not recommended Daily PM is usually accounted on a weekly basis Tasks of less than annual frequency will schedule according to the day of the week which allows daily scheduling where PM is printed daily The PM Start Date applies only to Calendar scheduling It can be changed for each component The month and day of the PM Start date is the central date for Calendar scheduling of all frequencies less than one year Daily through 180 day Calendar scheduling is adjusted to the same day of week as the PM Start Date See How to Setup Preventive Maintenance If you do not use a handheld for Scheduled PM See How to Print Scheduled Preventive Maintenance See How to Close Completed Preventive Maintenance How to distribute then close completed PM tasks 1 Press Setup_ to set PM Printing options See PM Printing and Scheduling Options 2 A Press eee then select List Due Preventive Maintenance to print PM tasks See Reports for Component Preventive Maintenance 2 B Alternatively you can export PM tasks to a handheld ren 3 After the PM tasks are completed by personnel close PM tasks If you have exported PM tasks to a handheld the following steps are not needed When you run Close PM Tasks from handheld all completed PM marked as done on the handheld will close due PM as needed If the task is not marked as done on the handheld comments or actual personnel
42. he date for the next PM is calculated from the last completion plus the number of days for this frequency If the current date is equal to or greater than the date for the next PM the PM is due 3 Calendar scheduling PM is scheduled by finding the latest completed PM work order then comparing it s completion date to the schedule date The schedule date is calculated using the component PM start date and the PM task frequency PM is due if the schedule date is on or before the current date or PM Due date The current schedule date is calculated from the PM start date entered in the Component window The PM start date entered in the component window is the date that PM scheduling for the component begins The PM start date can be changed to shift the PM schedule for the component Early closing of PM up to one fourth of the frequency is allowed and accounted as complete for the next schedule date with the following frequencies 10Y 5YR 4YR 3YR 2YR 1YR 180 120 90 60 45 30 In the component screen Schedule Type is T or C for Time or Calendar The default value is C Calendar Calendar scheduling is usually preferred since it sets a balance of PM hours scheduled from week to week With time scheduling the PM hours for each week will probably vary The schedule date is adjusted to the same day of week as the PM start date for the component for both Time scheduling and Calendar Scheduling except for annual or greater frequencies
43. he email subject contains Completed the work order will be closed if a date or single character is entered in the square brackets If a work order is already closed the completed date remains unchanged but new comments will be added Date format depends on the windows local setting mm dd ccyy or dd mm ccyy Time must be hh mm or hh am pm After receiving email this date and time is displayed in the Completed and Time columns Examples for closing a work order Completed 12 01 2007 Date only Completed 12 01 2007 Time 13 10 Date and time Completed 12 01 07 Time 1 10 pm or Time 1 pm or Time 1pm Completed 12 01 07 Date only Completed 12 01 mm dd or dd mm Assume current year Completed Y A single letter indicates work order closed on the date of the mail es Work Order Number 0000000020 Completed 08 20 2007 Example email for a completed work order Send the email From an account where you want From WorkOrdersa MyServer com personnel to reply to the email SOT AE aor pama MT Personnela TheirEmail com ate 5 ze ad f T Subject Work Order Number 0000000020 Completed 08 02 2007 END My Comments Work Order Status Working Normal Jul 31 2007 04 49 am Unit PDA502 PDA Tractor Plant Inspect Cycles 150 Amp1 45 Amp2 43 Amp3 44 Since you can send and receive email to many devices you can issue work orders with no special wireless connection You can even send preventive
44. heduled dates are adjusted to the same day of week as the PM start date in the component except for annual or greater frequency 4 Print PM tasks from Component PM Press Setup_ to print for certain crafts or a PM Due date Reports that is different than today Press the reports button to print PM tasks PM Printing and Scheduling Options This window shows set up options for printing PM tasks from the Due Preventive Maintenance report or exporting to handheld PM Tasks will indicate due with a checkmark E according to these options This window displays when you press or when you first open Scheduled PM These options apply to a handheld Handheld only for export to handheld Setup options are stored on the handheld when exported to handheld When tasks are closed from handheld the setup options stored on the handheld are used S PM Printing and Scheduling Options OK Help Select Crafts PM tasks Due open up to this Date Blank today 7 y I Print Calendar PM tasks due only this week Include Daily and Weekly Tasks I Print Due Readings from PredictMate Print components yath due PM no task description M Add space for comments at end of each page Page break at each equipment unit Page breaks with change of Location code at position For Closing Preventive Maintenance Due Closing date when tasks were done Blank today 7 7 J Where pan groups are assigned to PM Tasks v Subtract parts
45. his task This prevents rescheduling when the task was already done with the original Craft Frequency or Reading Interval Standard PM Tasks When standard PM tasks are assigned to a PM task the standard PM tasks will print following any comments in the PM task description An empty PM task description is acceptable when standard PM tasks are assigned Part Groups Parts required for a PM task can be assigned to a part group related to the Parts Stock Inventory menu Enter a part group and the parts will list with the PM task When the PM is completed you may subtract the number of parts in the part group from inventory Assigned To The Assigned to field is intended only for PM tasks for a specialized person Images Pictures for PM Tasks Images transfer to handheld and can print with PM Tasks If an image exists named lt Group gt _ lt Craft gt _ lt Frequency gt _ lt Interval gt JPG it is printed with the PM Task The equipment component image is printed at the header for equipment For the handheld create images selecting Actions Image View Create images for handheld To copy or edit an image for a PM task press PM Image from the image viewer in PM Task Setup You are prompted to copy the image to an image for the PM Task Then you can edit the image file specifically for this PM Task See Image View about editing images Additional Insert Text after a PM Task In some cases you might want a task added th
46. ice print the PM Due Only PM tasks that are due at that time will print See How to Setup Preventive Maintenance See How to Print Scheduled Preventive Maintenance See How to Close Completed Preventive Maintenance Parts Inventory Parts and tools are accounted from the Parts menu You can enter part group codes to each component Assign the same part group code to each component with identical part requirements A group of parts can be assigned to each work order and subtracted from inventory when the work order is completed A group of parts can be assigned to each PM task and subtracted from inventory when the PM task is completed How to Setup New Equipment Your first equipment information may be entered as follows 1 Locations 2 Units 3 Component Information After basic equipment information is entered you may need to setup Preventive Maintenance tasks in the following menu items 4 PM Groups 5 PM Task Setup amp Davison Maintenance Demo C DMSYS AH File Personnel STADAS Parts Work Orders Prever Equipment Components O B amp Unit Information amp Equipment i Locations 1 Locations Locations by Location code Duplicate Add with next code Edit Malata Bi Locations by Location code actons Repons t mage 1 Help ml No Location a so E Locations New Record Save Cancel Location Coce NEVO1 E Description Nev Location Keep codes
47. ictMate but this provides them on one printout NOTE If you select certain Crafts one of the following must be true e The same craft code must be used in PredictMate as a Personnel ID e Or the Personnel ID must exist in both PredictMate and in the CMMS assigned to the same Craft See Personnel Information in the CMMS and assign the same Craft Export to Handheld includes the note lt lt lt See PredictMate gt gt gt where PredictMate readings are due for the equipment unit Export both Scheduled PM and Predictive readings in the same order for easier switching between Scheduled PM and Predictive on the handheld e Print components with due PM no task description Check if you want to print a list of components with due PM but do not need the task description e Page break at each unit Check if you want the printout to print a new page with each unit e Page breaks with change of location code at position You may want the printout to print a new page ess often than each change in location code Enter the number of characters where a change will print a new page For example location codes LC01 LC02 LCO3 will not print a new page with each change in location if you enter 2 Since the first 2 characters are the same the locations will print together on the same page e PM work order priority This is the default priority for Completed or Ready PM work orders You can change this priority in any work order afte
48. ing date and time earlier than the latest ending date and time the latest OOS record is changed but if a previous OOS record exists the beginning date and time must be later than the previous ending date See Out of Service for Equipment Units In the Units window you can change the OOS date and time for many units review past OOS dates and times or run the OOS Work Summary report e Direct or Energy Cost A direct cost is usually energy like fuel or electrical power costs Direct costs are only summarized in the Add Duplicate Shire Equipment Costs report It is usually Add with next code gt the cost of energy consumed by the pra iiir equipment and separate from the Parts RE pa Inventory or work order additional new ctay 5 costs Add Work Order for this equipment EGET RAR BEEBE nas ATES Find cF gt You can enter many Direct Cost records for each equipment component Data is entered as the cost and ending date of the cost The EAEE Equipment Costs report will include costs with an ending date within the date range selected for the report Direct energy costs might be ra inanan calculated independently from electric valdete j meter readings or from amperage Export import readings related to power costs The ee method of obtaining direct costs can vary among facilities Optionally you might enter direct costs to an equipment record that is reserved to represent a summary of all equipment in a locati
49. inning date of PM scheduling for a component Calendar PM scheduling is calculated from this date It is not changed unless calendar PM scheduling for the component needs shifting to other weeks E PM Tasks for FANO2 MOTOR Due to 07 25 Due 07 25 2 Close Due PM if on Due column or Edit task Enter Re Open the latest closed PM work order for this task 30 30 180 Close All Due PM for this Component F7 Re Open PM work orders closed on current close date gt Re Open ALL closed PM work orders for this component PM Work Orders Add a PM Work Order for this task Ready Status Find Filter PM Tasks Slow Edit or add task for PM Group Go To PM Task Setup Edit Clase Chit Fs Delete Note that the PM tasks now display for this component To change a PM task for this component and all other components in the same PM Group select Actions Edit or Add task for PM Group To only change the PM Task for this group select Edit or double click on the task record 5 Davison Maintenance Demo C DMSYSTEM DATA 5 File Personnel Equipment Parts Work Orders Saai Component Scheduled PM PM Task Setup PM Groups Standard PM The same PM Tasks window can also be opened from the Preventive menu EPM Tasks by Group Craft Freq Re 0x elas hine soos Pher E reamme E PM Tasks View Only E10 Electric Motors 10 HP o No Personnel ID 30 Monthly Frequency 30 D
50. k order for each PM task for each equipment Preventive work orders with a status of Working Ready Hold or Declined were created manually with a specific purpose You can print only certian crafts by selecting crafts in the PM Printing Options Open Working Ready Preventive Work Orders Working or Ready preventive work orders are created for higher priority PM to delay scheduling or to add special notes Hold or Declined Preventive Work Orders Hold or Declined preventive Work Orders stop the scheduling of the specific PM task for an equipment component Last Closed Preventive Work Orders Every time a PM task is closed a Closed Completed PM work order is added Special notes personnel hours and parts could be added to this work order This work order shows the last time the PM task was completed for this equipment component Preventive Maintenance Groups Enter Preventive Maintenance PM Group codes in this table PM Group codes entered for Components or PM Tasks validate against the group codes entered to this table Standard PM Components Standard PM components are only required if you use standard PM tasks In most applications standard PM tasks are not used Standard PM tasks can be very useful for standardizing PM among many sites or for setting up PM where no PM procedures are established To assign standard PM tasks to a PM group enter component codes Standard PM tasks will print with Due PM according to the component c
51. l windows sort on component code for grouping equipment by component e Size This field is intended for values like 100 HP 300 GPM 150 cfm or any value followed by a unit term For example to list only equipment greater than or equal to 50 HP e Enter the HP to equipment like 50 HP or 100 HP You must enter HP after the number separated by a space e Select Actions Search or Filter Size Enter gt 50 HP e Check Tag each record then press Search Only equipment with size gt 50 HP will be tagged You can then run a report with only the tagged equipment e Priority If priority is filled work orders added from Equipment will default to this priority You can also print preventive maintenance by priority e Location for component The location of the unit is placed in this field by default You can enter another valid location e Parts Group Enter a valid parts group e PM Group Enter a valid Preventive Maintenance PM group code If the code you enter is not in the PM group database a table of valid codes will display e PM Start Date The PM Start Date is the beginning date of PM scheduling for the component Calendar PM scheduling is calculated from this date For example a PM Start Date of 02 01 1999 will result in a 1YR One Year scheduled PM task on about 02 01 of each following year and a 180 day scheduled PM task on about 02 01 and 08 01 each year The PM Start Date does not need
52. les divided by 500 whichever is greater If the accumulated readings were 400 Hours and 300 000 cycles the common reading is 600 300 000 cycles 500 cycles per hour 600 which is greater than 400 hours If PM was last done at a common reading of 550 this PM will now be scheduled 600 550 50 which is greater than the Reading Interval of 40 e Days frequency Valid entries for Days frequency are CD 10Y 5YR 4YR 3YR 2YR 1YR 180 120 90 60 45 30 2114710 0 is for initial startup tasks CD is Condition Directed from PredictMate Blank when interval only Mileage or Run Hours Season Month Day Seasonal tasks are scheduled by Month Day These PM tasks only schedule between the month day period entered The month day period can cross from the end of one year to the beginning of the next For example 11 01 to 01 30 e Seasonal option If no frequency is entered and a season is entered a seasonal task is assumed The task will schedule once after the season beginning Month Day This allows for spring or fall tasks different from a 1YR frequency You can enter more than one seasonal task if you enter a number in the interval field A negative number is recommended to not conflict with other tasks in the same PM group that schedule by interval In this case the interval serves no purpose other than to make the PM task record unique within the PM group and craft This allows many seasonal tasks with different schedule dat
53. mmand Actions Close all PM or Create Ready Work Orders Re open closed PM for current closing date Finding Components with PM tasks The following commands for next or previous due PM are limited to a scope or tagged records if you set a scope or tags Commands for PM tasks due or not due are not affected by scope or tagged records e Press restou or F8 for the program to find the next component where PM is due e Press Prev Due to find the previous due PM e Press Newt PM_ to find the next equipment with PM tasks due or not due e Press Prevem to find the previous equipment with PM tasks due or not due Closing PM that was done in past weeks If you get behind in closing PM that was done in previous weeks you may need to follow this procedure 1 Set the PM Due date starting with the earliest week Press _Setup to set the PM Due date 2 Now pressing will search only for PM that was due up to that PM date 3 Close PM as indicated according to the PM Due date 4 After all PM is closed set the PM Due date and PM Close date to the next week move to the top and press again Printing Overdue PM If some PM is overdue and you want to print the overdue PM first just press Fiter You can set a filter for only overdue PM tasks 7 14 or 28 days overdue then print PM tasks PM Tasks window The PM Tasks window displays PM tasks for the component Tasks are ordered by Craft Frequency and Mile or Hour limit In
54. msystem MipWin exe WORKSLCT This is intended for use in a shortcut for technicians See the Active Work Orders shortcut in c dmsystem Menu Variations on the format and query are possible setting the configuration to an optional report ActiveWORpt lt ReportName gt You can add Ready PM work orders from condition directed CD tasks with this run command c dmsystem MipWin exe WORKCDPM This can be called from a scheduler for automatic notification with suggested work as entered in the PM task e Active or Preventive Work Orders Including PM Tasks Preventive maintenance PM tasks including standard PM tasks are included with the work order description for Preventive work orders Other work order listings do not include PM tasks You can print completed Preventive work orders including PM tasks by setting a scope or tagging the completed Preventive work orders before selecting this report This report is printed often for inspections or other cases where PM tasks must print repeatedly e Active Work Orders by Assigned ID Print only active Working Ready and Project status work orders by Assigned ID e Preventive Ready Work Orders with PM Tasks Preventive work orders list by scheduled date These are only PM Ready work orders that were added by pressing asabe in Component PM e Work Orders as Selected This selection prints work orders with all possible information Work Orders Parts Additional Costs This sel
55. nit is entered a Component record with a blank component code is created for the new unit When you enter a location code all component records with a blank location code are changed to the new location code WARNING e Deleting a unit deletes all the information related to the unit including components and work orders e When a unit code is changed components and work orders with the same unit code are also changed automatically Locations Locations indicate where the unit or component is installed Units or components can be sorted by location If a location is changed here the same location code is changed in Unit and Component data Locations deleted here will not delete information elsewhere The location code represents an area in a facility but it can also begin or end with a number representing the order in a route You can begin the location code with 01 02 to order the locations according to a route Location Unit and Component Codes Location and Unit codes should not be identical A unit can move to another location and keep the same unit code Locations are not part of a parent child relationship like equipment to equipment components but Units to Components are a parent child relationship Work Orders See Reports for Work Orders To add new work order information press Actions then select Add See How to Add Work Orders See How to Print Work Orders Grouping Work Orders To fin
56. nter the number received or used Press F7 or press Vendors to display vendors for the selected part and assign or review vendor part numbers Enter the cost for parts here A blank vendor code is acceptable so that part cost can be entered without vendor information Press Actions Part Groups or F8 to review and assign part groups for the selected part In the part groups window the quantity field indicates the quantity of the part required in that group If you change a part stock code the same code in part groups will be changed If you delete a part stock code the same stock code in part groups will be deleted Parts Information Fields Stock Code Code for identifying and ordering each part record The stock code is your code for cross reference to vendor part numbers Your stock code is the same regardless of each vendor s part number e Primary Stock Location Physical location of the part This may represent a plant location or a bin number The primary location is the first place you expect to find this part in the greatest quantity The program maintains the quantity in stock quantity on order reorder point and total use by the primary stock location only e Secondary Stock Location Other locations where the part is stored limited to about 8 locations e Quantity in Stock Total quantity currently in stock e Quantity on Order Number of parts currently on order from a vendor e Reorder Point Minimum n
57. numbering to create a different number than expected To correct this find the work order number and insert leading zeros or correct it so that it is only one greater than the previous work order number To correct many work order numbers select Actions Create codes WO Number Numbers are incremented after leading letters in a work order code For example if you enter AB the work order number is incremented to one greater than the highest work order number that begins with AB Override automatic numbering by entering an entire code with no trailing spaces To see what the program will create for the next work order number add a new work order Actions Add then click the check button The automatic work order number will appear You can Cancel the work order Requested Work Orders People who only need to request work orders use the Requested window Select the menu option Work Orders Requested 1 Users can be limited to the Requested work order window at login A Requestor is provided with a user level of 4R The level 4R opens the Requested Work Orders window bypassing the menu No other menu options are available except the Reports button Davison Maintenance can open directly to this Work Order request window if you create a new Davison Maintenance shortcut for Requestors with a Target property as in the following example or equivalent In this example the target is C DMSystem WORegst EXE and
58. o in Help Each tutorial was created using the data provided in the trial program Common tasks are presented step by step Getting Started First enter some initial personnel and equipment data to the following menu items Personnel Crafts Locations Equipment PM Groups Part Groups Stock Locations There is no mandatory order in which to enter information In most cases you can enter essential information when prompted from validation windows However it is less confusing to enter at least basic personnel and equipment information first See How to Setup New Equipment Corrective Maintenance After some initial data is entered you will probably want to start tracking corrrective unscheduled work orders Enter work orders from any of the following menu selections Work Orders Work Orders Requested Equipment Work Orders See How to Add Work Orders See How to Print Work Orders Preventive Maintenance Your next concern is usually Preventive Maintenance PM Enter PM tasks from PM Task Setup After PM tasks are entered and PM group codes are assigned to components you can print the PM Due report from Component PM You will probably print PM Due once each week but any interval is acceptable from daily to annual After personnel have completed the printed PM tasks you must close PM tasks To close PM tasks you must start at Component PM On the next week or interval of your cho
59. odes assigned in this data window After assigning component codes press Update to add records to PM Task Setup Otherwise some standard tasks may not schedule if a corresponding record for Craft and Frequency does not exist for the PM Group in PM Task Setup Tag a single record to update for only one PM Group Changing Related PM Group Codes WARNING When a PM Group code is changed here the same PM Group Code in PM Tasks and Components is changed to the new code Deleting a PM Group Code here does not delete any PM Tasks or Components Preventive Maintenance Tasks PM Groups The tasks in a Preventive Maintenance PM group are related to a component by the group code Enter the tasks to a PM group then enter the group code to components that require the PM in that group If you change the PM tasks in a group the changes appear in the next list of Due PM for each component in the group You can create a new PM group by duplicating an existing PM group See Actions Create new PM group from old If records are tagged they are used for the new group Existing records in the new PM group are not replaced Each Group Craft Days and Interval combination is unique You are not allowed to enter more than one record of the same Group Craft Days and Interval If you change a Craft Frequency or Reading Interval the latest Preventive work order for every component with the same PM Group is changed to keep its relation to t
60. on 03 16 2001 for All Crafts by Location means that you must set the PM Due date to 03 16 2001 check All Crafts and sort the Component PM browser by Location If you printed PM by Assigned ID or Equipment Priority filter by each Assigned ID or Equipment Priority shown on the printout as you close PM To close a PM task click on the checkmark MEA in PM Tasks in Component PM The checkmark indicates that the task is due An indicates that the task is on Hold or Declined You can re open the task by clicking again on the checkmark If all due PM for a component can be closed it is faster to press close an If you need to re open PM that was closed press to reverse the close all action when pressed mistakenly E PM Tasks for FANO1 MOTOR Due to 07 Filter PM Due 07 Assigned to Days 0840772 No Personnel ID 30 0 00 06 05 2004 97 09 2004 MECH No Personnel lD 30 0 00 06 05 2004 12 03 2004 MECH No Personnel ID 180 When each PM task is closed a Preventive type work order of Completed status is created by the program Closing All PM with a single command You can close all due PM with one command Be careful To close all PM with one command select from Component PM Actions Close all PM or Create Ready Work Orders Close all PM You can set a scope or tag records to close PM only within the scope or tags If you have closed all PM mistakenly it can be reversed re opened with this co
61. on or process The import command in the Actions menu allows importing cost information from another system Davison Software can provide a special import of direct costs View Work Orders GaeenrerriTTinireTiinininntnerrnirrerir comes Tir reaKeoenEReeEIC PM Work Orders BS direct or Energy Cost O03 e Notes and Nameplates The Notes field is for miscellaneous comments about this component Nameplate information specific to this component can be entered in the Notes Do NOT use this field for work completed on the component Instead make work orders for the component You can make various nameplate templates with any text editor with no formatting characters like Windows NotePad Paste the template from the Windows clipboard to a note field Data Entry Forms in Equipment Notes See Fields within a Multi line Note e Schedule Type Schedule Type is T or C for Time or Calendar The default entry is C Calendar See Preventive Maintenance Tasks for more about Schedule Type e Vendor code The vendor code relates the component to the Vendor database e Purchase date Date that the component was purchased e Purchase cost Initial cost of component e Warranty date The date the component s warranty is expired When work orders are entered for the component the warranty date is checked The warranty date will display on the work order if the work order scheduled date is earlier than the warranty date Reports for Equipment Components
62. ority and craft Work Orders Preventive Window Help gt h js ki ez 4 Help nts Cb i Tasia Equgmen f Actwe Work Orders Corrective Gosed Work Orders Correctve ai Part Information d Prewertive Ready Work Orders wah Pr Preventive Maintesaece Simple Work Orders The Work Order window with Equipment Components allows easier management of work orders for adding work orders and changing the status The date and time on the left side of the window fills both Requested and Scheduled date and time This window has similar function to the Requested Work Order window See Work by Equipment To enter personnel hours press the Hous button To enter more details including material cost select Actions Go to this work order This will open the main work order window with this work order selected but only if your rights are enabled for the main work order window Work Order Archiving You may wish to remove archive old work orders Usually work orders older than two years are archived Work order archive is selected from Actions gt gt Export Import gt gt Archive Work Orders User level 7 is required to archive Work orders are copied to comma separated CSV files for compatibility with any future system Three tables are archived Work Orders in Old_Work csv personnel hours in Old_Hour csv and work order costs not part groups in Old_WoCt csv Before archiving work orders Backup all data Select File gt gt Ba
63. ork order browsers and reports If the work order type is P for Preventive the PM task is not copied to the Work Description Only when adding a new work order an initial message can be added This is intended for notes before and after completion of the work order See the setup paramter InitialWONote in MipWin INI This can be added to MipWin ini as follows Each semicolon is a line feed InitialWONote lt lt After Complete The above example for InitialWONote inserts this message lt lt After Complete How to account Contractor costs Account contractor costs for equipment by work orders In a work order you can account hours and material costs from the contractor If the contractor cost is a lump sum without detail enter the lump sum to Additional Costs for the work order Accounting costs by work order and craft works best with reports for equipment Contracted services are separated without making the system too complicated a Add a Contractor craft in Personnel Craft Information You may only need to enter one craft Contracted Services b Enter the contractor as a vendor in Parts Vendor Information c Add the work order for contractors 1 Add a work order for the contractor craft 2 Enter a work order number that begins with letters The letters should identify work done by contractors for example C00055 for Contractors Tip If you enter only C as a beginning character for work order number the
64. r are copied to the work order description for extra comment and data entry otherwise the entire PM task is copied The entire PM task prints with work orders or in the Due PM List report so it does not need to be copied entirely Then the user enters data in the fields marked with See Fields within a Multi line Note Example fields Pressure Cycles Hours If a Ready work order is created from the Scheduled PM window any data entry forms following Enter are copied automatically to the work order description The keyword Enter can be configured with the parameter CopyToWOKeyWora in Environment Configuration If a Ready work order is created and the PM task first line begins with two periods or other characters configured with the parameter CopyToWOBegLine the entire PM task is copied to the work order description See Change the PM Task for a Component this time below Forms for data entry can print separately from the PM task Just duplicate the PM Task with a different interval like 1 If Interval is a factor in the scheduling just duplicate with 0 1 difference like 1000 1 for a 1000 hour task Then add the form in the duplicated task e Change the PM Task for a Component this time When an entire PM task is copied to a work order no keyword Enter exists in the PM task the PM printout title will be Task Description from Work Order and the PM Task is not printed just the ta
65. r the work order is added e Assigned person or Equipment priority This is intended for PM Closing with the optional printouts sorted by Assigned ID or Equipment Priority Change this to match each Assigned person or Equipment Priority on the printout as you close PM This makes the PM Tasks window display only tasks for one person or priority as printed in these optional reports Optional User Reports Rpt_EqPM System Report Sater by Assigned ID Sorted by Priority See Images Pictures for PM Tasks Closing PM Tasks po If you have exported PM tasks to a handheld ren the following steps are not needed When you run Completed tasks from handheld all completed PM marked as done on the handheld will close due PM as needed The setup options are stored on the handheld Current setup options displayed from will not apply to the handheld when closing PM tasks If you do not use a handheld for Scheduled PM After preventive maintenance PM tasks are finished by personnel you must close PM tasks Referring to the printed PM tasks close tasks that were finished by personnel Press Setup_ to to find certain crafts or a PM Due date that is different than today When closing PM setup a PM Due date that equals the date when you printed the PM tasks Always setup the PM Print Options the same as when you printed the PM tasks See the header of the printed PM tasks for setup options For example a header that reads PM Due
66. r work orders and the Parts Group You can add parts for this work order after saving a new record Parts are summed to the work order when you Save any change to this work order You can add parts for only this work order or assign a part group to the work order If you add parts for this work order the work order number is added to the Parts Group field automatically You can put other work order numbers in the Parts Group field which allows duplicating parts among work orders without creating a parts group 25 Parts for Work Order 0000000238 GRSE Part groups are removed from inventory when closing a work i order You can limit the parts that are removed by tagging only alle jathe parts to be removed before closing the work order as mE Fotot Power Cabte Fios 2 Shown You can un do this by selecting Actions Replace BEA cR00002 Grease gun gt parts that were removed Total cost is summed the same v Additional Costs Additional costs are material costs or services not in inventory Usually additional cost items are purchased only for the work order Additional costs may also account contracted services Craft is validated against the Craft database Another term for Craft is Trade for example Electricians Operations Instrumentation and Safety Initials are validated against Personnel Information Work Description Try to put the most descriptive terms on the first line The first line may be displayed on some w
67. rmation Part information detail including the stock code location reorder point and other fields Assign parts to vendors and part groups in this window e Groups Part Add or review valid part groups Assign parts to a group code in this window Parts can be used or subtracted from stock by group or received by group e Stock Locations Add or review valid part storage locations e Vendor Information Add or review vendor detail Assign parts to vendors in this window This database can be used for names and addresses other than vendors Special Tools Enter special tools in parts inventory not equipment since they usually are stored in the same physical location However tools that require regular maintenance could be entered as equipment and assigned preventive maintenance tasks Part Groups An important concept in the parts inventory module is the part group Any combination of parts can be assigned to a part group A part is usually an expendable item of an equipment Assign part group codes to each component Components with identical parts get the same part group code A group of parts assigned to each work order is subtracted from inventory when the work order is completed A group of parts assigned to each PM task can be subtracted from inventory when the PM task is completed Part Codes Relation e Stock Code Unique to each part e Part Group Code Contains a group of stock codes The part group code is a
68. roved after it is closed 28 Corrective Closed Work Orders Use the Approved by field for this purpose To find Saves Cancel i completed work orders as Approved or not select Actions ETT NT nen TT Group work orders Closed work orders You will be Beginning date Tee 4 prompted for Yes or No approved work orders Ending date joe 2072007 4 The report Closed work orders Corrective shows the same prompt for limiting the work order list to approved or not ee oe All Selected York Orders at ect l Yes Approved By L No Apnroved Bv Receiving Work Order Updates from Email In the Equipment window pressing Recy Rec receives only work order requests But in this work order window only receives email that contains a subject Work Order Number followed by an existing work order number This is the format created by email sent after pressing Send in either Work Orders or Equipment This email does not update work orders until you press IMport Only Mail Text before END My Comments is added to the work order with a line showing who sent the mail and the date and time Closing a Work Order from email If Completed in the email subject is not filled the work order status remains unchanged and comments before END My Comments in the email are added to the work order description In the email subject enter a date or just a single letter in the Completed brackets If t
69. rs In this case you must copy the existing data folder to another folder for archive purposes Preventive Work Orders Preventive Maintenance PM work orders are automatically created in Component Preventive Maintenance with a work order number beginning with z followed by a number one greater than the last PM work order number See PM Work Orders Preventive Type work orders are added in Component Preventive Maintenance for a record of completed PM for adding extra comments and adding individual personnel hours to PM Preventive work orders are added only in Component Preventive Maintenance Closing a work order Press cose to close a work order This will put today s date to the Completed Date field and Complete to status NOTE The browser returns to the previous position usually on the next Open work order To close many work orders tag the records to be closed before pressing To open a work order that was closed Complete status select Actions Close Re open Re Open This changes the status to Ready and the completed date to blank To re open many work orders tag the records to be opened before selecting this Tip To find the lastest closed work orders change the sort order to Date then scroll to the bottom row Also right click Return to previous can return to the latest closed work order after the Close button is pressed In some cases the work order is app
70. scheduled date is greater than the current date a type P Preventive work order exists for the component with Hold or Declined status you have created a setup that does not allow scheduling of a craft daily weekly or the PM Due Date is different a Condition Directed task has no related readings in PredictMate or the readings are prior to the PM Start date Commands that help improve Preventive Maintenance PM Estimated Hours F8 Get Average Actual Hours for PM Tasks Completed PM work orders are scanned for actual hours and the average is put to the Average Actual Hours field for each task All records are updated unless you select a scope or tag records in the data browser This has no effect on the scheduled PM task list After running this command compare the average actual hours to the current estimated hours The F9 command can replace estimated hours with the average actual hours for many records You may prefer to individually change the estimated hours different than the average actual hours F9 Replace Task Estimated Hours with Actual hours Average Actual Hours are put to the Estimated Hours field All records are updated unless you select a scope or tag records in the data browser You might only select records where you agree that the average actual hours as better than the current estimated hours When Average Actual Hours equals zero Estimated Hours are not overwritten with zero Part Inventory Menu e Part Info
71. simple Each location is an area that includes more than one equipment unit E Davison Maintenance Demo C DMSYSTEM Be Equipment Units by Unit Code Sexpe Ou Qe x E Equ nt Units New Record Press Actions Add then enter new unit information Each unit may include more than one equipment compnent For example a pump unit may include components of pump controls and motor The unit code must be different than other units 3 Components Now that you have entered locations and units it is easier to enter equipment component information Note that a new equipment component record was automatically added for each new unit See How to Add Equipment E Davison Maintenance Demo C DMSYSTEM DATA File Personnel Equipment Parts Work Orders Biren Component Scheduled PM PM Task Setup PM Groups Standard PM 4 PM Groups Enter PM Groups Each PM Group represents a group of tasks at different frequencies Each equipment component with identical preventive maintenace will have the same PM Group E PM Groups New Record BLWO2 F Save Blower Filtration You can just enter the PM Group code and description Standard PM Components are not required Component Scheduled PM PM Task Setup PM Groups Standard PM 30 Monthly Frequency 30 Days You can enter more than one record in a PM Group one for each frequency The Craft field is not required See How to Setup Preventive Maintenance
72. sk as copied from the work order The first line of the PM Task must be unchanged in the work order for the program to recognize that this is a copied PM task but all following lines can be changed in the work order This first line can be any character even blank This is an alternative where the entire PM task is a data entry form and the keyword Enter is not applicable e Special one time scheduling or postponing a PM task You can put a future Scheduled date This PM task will not become due until that date You can put Hold status to delay a task indefinitely You can put Declined status when the task in this PM group should never be scheduled for only this component An gt indicates that the task is on Hold or Declined e Partial completion of PM tasks When part of a PM task is completed you may want to show the task as completed and make a status Ready work order for the remaining part of the PM task Enter a note about what needs to be done for the PM task in the Description for this work order e Ready PM work orders in the active work order list Ready PM work orders appear in the active work order list This puts priority on the Ready work orders when they are listed in the Active Work Order list How to add a Ready work order 1 Press mealies to add a PM work order with Ready status and no completion date 2 You may need to change the Scheduled Date PM will schedule next according to this date until this work or
73. ssigned to a component work order or PM task with the quantity vendor and price of the part in that group e Vendor code Unique to each vendor More than one stock code is assigned to a vendor Vendor part numbers are cross referenced to a stock code e Part location code A plant location or bin number for the part Example Relationships Stock Code 1 gt Location Code s lt gt Vendor 1 lt Vendor 2 lt gt Vendor gt Group 1 gt Work Order gt Work Order gt gt Group 2 gt PM Task gt gt Group gt Equipment Component Stock Code Part Group Data This is the primary location for part groups For example the part group code entered to each equipment component or work order must exist in this window If you want to allow blank part groups in component and work order windows add one record with a blank group code and the description No Part Group Assigned If the vendor code is blank for a part in a part group no cost is related to the part The cost for a part only is obtained by the relation to a vendor This can affect material cost totals for work orders and the Equipment Costs report Special Commands Shift F3 Check for duplicate Codes from the current record forward F6 Duplicate the current part group to a new part group code F7 Assign parts to group Opens a window for assigning stock codes parts to the
74. st Hes Act Hes Estra co0n0000 ooo oo Complete 07 20 2004 03 03 1988 ooo 000 PM Ready Work Orders A Completed PM work order is added each time a PM task is closed Ready PM work orders are added only for special circumstances PM Due Report is not printed Personnel do not use the Scheduled PM window If the PM Due Report is not printed personnel work on Ready PM work orders and complete the PM Ready work orders from the work order window This allows users to access one window for completing both Corrective and Preventive work orders without training about the difference between Corrective and Preventive work You can add many PM Ready work orders with this procedure from the Scheduled PM window 1 Enter the PM Due date in PM Setup or the PM Due Date can be blank for simple scheduling of PM Due to the current date 2 Tag equipment to be worked on This is optional for creating fewer Ready PM Work Orders 3 Select Actions gt Close all PM or Create Ready Work Orders gt Create Ready PM e Adding special notes for a component PM Edit the work order from PM Work Orders for Add special notes in the Extra Comments These comments will print in addition to the PM task only for this component e Data Entry Forms in Preventive Work Orders To copy a data entry form from a PM Task press the button Copy PM Task to Description If the keyword Enter exists in the PM task only the lines following Ente
75. terval A checkmark indicates that the PM tasks are due The Scheduled date indicates the date that the PM task for the component became due IF the PM task is due the date that the PM task for the component will be due IF the PM task is not due PM Work Orders Window When a PM work order is created the work order number is filled with Z plus a number incremented from the highest PM work order number Unique work order numbers provide a relation to man hour and additional cost databases To view Corrective work orders with PM select from the Component PM window Actions View Corrective work orders This browser contains all the Corrective work orders for each component while the PM Work order browser contains only the PM work orders for each PM task for each compontent Example of Component PM PM Task and PM Work Orders windows E Component PM by Location Unit Component Zocor E nens in aso Ea Setup RAIDER Ps ox nero P Route i mt Dese nF u MOTOR E Scope Out Location EvhaustFan PROP aan Pr Te AITAI rna amp PM Tasks for FANO1 Due to 07 26 2004 Closing 0 PM Due 07 26 2004 Assigned to Days Interval Acadns Unit Seosons 0 00 NoPesonnd iD 3 d 7 0 00 065 0572004 07 09 2004 MECH No Personnel 1D 3 t 14 r Qao 05 05 2004 12 03 2004 MECH NoPersome D 180 s MOTOR JELEC 30 Completed Scheduled Reading E
76. the starting folder is C DMSystem DS Work Request Properties 2 x General Shortcut Compatibilty p S DS Work Request Target type Application Targat location DMSystem Target C DMSysiem WORegs EXE Stat in CADMSystem Work by Equipment Another shortcut is Work by Equipment In this shortcut the Target is C DMSystem WORgqEqup EXE This opens a window with a user level of 4R for maintenance technicians This has about the same options as the following Requested Window The date and time in this work order window is Requested This date and time is disabled unless the configuration WOReqDtEnable Yes or the user level is greater than 4 In the main Equipment window the date and time is Scheduled where a supervisor or technician can schedule the work order All date and time fields are enabled in the main Work Order window The Requested work order window displays equipment with related Corrective work orders Fle Personnel Equipment Parts WorkOrders Preventive Window Help oo ll Press the OChange button to change g BR e Pade work orders to another equipment If you Scheduled Pat case tag work order records before pressin Enion i e a asc o pressing Requested by Location Tee TT nnn a amp Change all the tagged work orders will be moved to the equipment that you select If the equipment is Requested the work orders are moved to th
77. to change each year it can be changed to another date to change PM scheduling for a component See PM Start Date in Component PM e Route Route codes are used mostly for preventive maintenance routes You can print PM tasks by route code for a more specific route than is possible by Location Code The Component PM Scheduled PM browser contains menu commands for creating route codes for many records e Reading The current highest reading miles hours or other for this component This reading field is updated from new work orders The type of reading may by miles hours gallons or other This field is used for preventive maintenance tasks that are scheduled by a reading e Unit is Out of Service The Out column indicates the unit is out of service OOS Components within a unit are not separately tagged OOS When the unit is OOS all components of the unit are assumed to be OOS You can check the Out column to mark the Unit OOS without entering OOS date and time In that case the Out column may not agree with the OOS dates that are related to the unit To enter date and time press the Out button or the Out of Service date button in the Component info tab which will change the latest record for Out of Service for the Unit If you enter an OOS beginning date but leave the ending date empty the Out column is marked If you enter a beginning date later than the latest ending date a new record is added If you enter a beginn
78. umber of this part before ordering more Enter 1 for no more 0 orders of the part e Reorder Margin The additional number of parts that you order when the number of parts is less than the Reorder Point If the Reorder Point is 5 and the number In Stock is 3 and the Reorder Margin is 5 you order 7 parts e Total Use Total number of this part used e Lead Time Days Number of days between placing an order and delivery of the part e Description A description of the part 45 character limit e Receive Parts Enter number of parts received This entry increases the Quantity and decreases Quantity on Order e Use Parts Enter number of parts used The new Quantity and Total Use is calculated Price Column You can change vendor price directly in the Price column If a vendor exists for this part the price is changed for the first vendor found Otherwise a record is added with the price Reports for Part Information Inventory e Reorder Parts Lists parts where the quantity in stock is less than or equal to the Reorder point Parts in this list should be ordered from a vendor The Need to Order column is calculated as follows Need to order Reorder Point In Stock On order Reorder Margin Vendors for Stock Lists vendors for each part with the vendor s part number and price e Work Orders with insufficient parts See Reports for Work Orders Stock Location Add plant location codes and their
79. ust add Ready Preventive work orders before running this report See Scheduled PM Actions Create Ready Work Orders Be careful that the PM Setup is correct Work Priorities Priorities are commonly 1 2 3 4 5 or Date You can change these priorities Priority 1 is emergency Try to assign priority 1 for emergencies only Too many high priority work orders can cause confusion The Date priority is used when the Scheduled Date is most important in a corrective work order This is not scheduled preventive maintenance but a work order with a deadline which is the Scheduled Date To view work orders by date priority sort on Priority then type D or find Ctrl F the first work order with D ate priority Open work orders are sorted by Scheduled Date within the Date priority Davison Maintenance does not automatically remind you of corrective work orders that are past their deadline Scheduled Date However you can print the report for Active Work Orders by Date Priority and Scheduled Date If you need an automatic reminder for certain activities several inexpensive popup calendars are available for the Windows tm desktop Work Cause Cause codes are often described like Normal Wear or Excessive Heat Do not use cause codes to indicate Corrective or Preventive Maintenance Cause codes often provide a key for management reports Component Preventive Maintenance PM tasks are usually printed from this application eac
80. ve it as is Personnel can open this window directly with the DS Work Request shortcut or by a Requestor login In that case the menu is simple and restricted to only requests O File Personnel Equipment Parts Work Orders Preventive W bsi a i i gt i nventory peia Reports 3 E equip Somponents ati Unit Sues esc I PM Group 1 fF rom the Equipment window press Add WO Piliin the York Orders browser The Work Orders browser shows the Corrective work orders by each equipment component and allows access y eto more options ulate Orders 1111103 MTR Corr Zastions E a NESER Reopen TE 7S Desci 3 0000000322 Clean it ELEC 3 0000000303 Rewine ELEC 3 0000000277 Start be w Davison Maintenance Demo C DMSYSTEM D Cy File Personnel Equipment Parts Work Orders Preventive H ET osm Bobs e Equipment ak ENEE Partel y Purchas niy Reports Eyit For adding or changing all details to a work order for any equipment Press the VYork Orders button Davison Maintenance Demo C DMSYSTEM DATA fal File Personnel Equipment Parts Work Orders Preventive Window Hel afea Equipment aj hl a 7ociges EH ons es EER n a i F 1 Press the Actions button C j Eha LWO Vendors amp Work Scheduled Parts s Equipment Orders BM Select Add E Work Orders New Record Save Cancel those bata
81. was done or declined The program fills this date with the current date by default but you can type any other date Warranty The warranty date will display in red if the work order scheduled date is earlier than the warranty date for the component Time Each work order date has a related time field Requested Scheduled Completed Date and Time are used for sorting according to work order Status by the following rules If Status is Completed or Declined Completed Date and Time Else if Scheduled Date is not blank Scheduled Date and Time Else Requested Date and Time Estimated and Actual Hours In Preventive work orders this is filled from the PM task You may enter the estimated hours for planning purposes Personnel Hour Costin work orders This field is calculated by one of three methods The first method perferred requires entry of charge rate for each personnel record of hours This is best since charge rate can change over time The second and third methods cannot handle past charge rates The second and third methods are easier because they do not require entry of charge rate for each personnel If you prefer the first method leave the Hourly cost factor zero 0 in Personnel and Crafts Also personnel cost greater than 3 00 is assumed to be acharge rate not a cost factor In this case the first method is always used If you enter a charge rate greater than or equal to 3 00 with personnel hours first method is used But i

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