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1. Equipment WMeterGaug User toolbar Drag Locations menu options here E Open And Completed Equipment Reports Menu Location Report Menu ji Vendor Menu Purchasing Menu Cost Accounting Menu MAPCON Report Menu C d a Administration Menu MAPCON Module MAPCON Sub Menu g e A Tooihasnienu Menu Inventory Equipment Reports Emen ae a The MAPCON main menu area gives you a file explorer style hierarchical selection of the many options in MAPCON b i Equipment MAPCON Windows are accessed with this type of icon This is an example of the Equipment Data Entry screen P SEE Inventory Menu Each main module has it s own icon Clicking the plus sign to the left of the module will expand the menu to reveal more options for the module d E Equipment Reports Menu Inside each main module are sub menus with more categorized options Clicking the plus sign to the left of the menu icon E will expand the menu system to reveal the options of this menu CAGO Click and drag menu options here to create your own toolbar Click and drag MAPCON excfinoot Equi f Lookup Records Description AIRVWASH BLOWER 1 ey inn 4 gt Cost Center 57710 00 R amp M Water Supply amp Treatment R O Wethanator Sewer Sump Pe Department WATER Water Department Location S Level 3 Messaaes Level 5 Floor PEN K amp R r Layout Active Level 2 STANDARD Windows
2. Colors Revisions Last prst m SZ vc Assign Group Profile Use this group profile for user settings Copy Group Profile C Assign a Group Profle tothe user Profle O O O O00000 e Enter the employee s First and Last name and their middle initial Notice how the system formats the Display Name The Display Name is use for many transactions on approvals submitted requested names etc Feel free to change it s format such as to put the last name first Check the T ie option to fully enable the login If the employee should leave the company un check the box to make them inactive Inactive employees will not be displayed in employee lookups but the information is retained for historical records Enter a Password Enter it again to Confirm Password Passwords cannot be more than 12 characters Passwords are alpha numeric but are not case sensitive Optional Enter the employee s Phone number Title and EMail address If you want to take advantage of MAPCON s e mail features then you must enter a valid e mail address for each user 21 MAP2e Use this group profile for user settings lv Assign a Group Profile to the user Profile WAIT PLAN B Check the x7 Assign a Group Profile to the user option to assign a group Profile to the user s profile Double click the Profile field to select the desired profile All of the user s security access levels authorization roles and system security options wi
3. Right Click any To add security to a menu option Right click E Main Menu menu to set the desired menu and choose Edit Item security access p Asset Menu Security aA Inventory Wenu pg Maintenance hl a Human Resources Zi Gencertienn To view user access click the AES tab Run Test a 5B Purchasing Menu Click to display a list of users that a Sy casieria hie will have access to the menu option Change the Access Level then the Access Code and Level will change accordingly nH Edit Menu Edit Item Security neg Administration Menu W E Utility Menu Click Save kl at the top of the window when finished Element Key bWaintenance bernu Element Type MWMenu ltem Menu Choice Access Level ass Level MAINTENANCE ACCESS w Access Code MNT Level Maintenance Wenu Element Type Menu Item ela lest You can test the effects of any access level changes on Users access by clicking on the Run ar Test Button Wenu Choice Access Level gt gt User Last Name First Mame Has Access Mechanic Joe Prusha Brock TOBIASON AARON 3 Click user to see their access Tesdall Joel levels disolaved above Tobiason Aaron 32 Window and Field Security Note Extensive security setup is only available in the Pro version security can be added to any window and any field Simply right click on any field and choose the Ra Edt Securty option WO 001144 Type Inspection Preve
4. Tech Tip Hover the cursor over any icon for a brief help message However if the icon is not active the help message will not appear These icons are the same for all windows Ease of Use Colors Red Required A record cannot be saved until each red field has data For example Keyword e Kesmoralacowe Dark Blue Optional Optional fields are additional fields that are not required Cost Center e Cost Center Grey Display Only Read only fields The cursor will not land on these fields Department WWATER MAPS O Lookups Pr MAPCON Equipment 41 Ex Site ee lew Entry b selection File Edit Mavic i Sort Selection a Column Search Om a EquipmentiD amp Equipment Keyword Equipment Description 1 M004 COMYEYOR_BELT C1 Belt Conveyor Ship C2 e Sort Columns FAM Fan Magnet with belt C2 Belt Conveyor ship to silo f 10 1500 2000 KVA DRY TYPE SUBSTATION WITH 480 VOLT SWITCHGEA Selection Bar Ship Unloader 1 400th PRODUCTION LINE 2 MAIN PLANT CONTROL SYSTEM AND INSTRUMENT PANEL LINE 2 SUB PANEL CIRCUITS LINE 2 BLOWER COMVEYOR_BELT CONVEYOR_BELT TRANSFORMER DISCHARGER LIME 2 evo TEMS CONTROL CIRCUITS See a Use the Column Search QJfind somethinghere a e Ue Vio find records containing the text as you type Click individual columns to search that particular column Click Ly to find the next occurrence b Use the
5. first Select None if the PM is meter based only Remember Time based and meter based PMs can be combined on one frequency 55 PM Desc PRIOUUS Title OIL CHANGE TRANSPORTATION EquipmentiLocations Cast Centers Routes MEMEA E EEEE Revisions ea Lookup Main PM List Frequencies Mi Type Equipment Eqp Loc Rtcc C ONY 1 hl Dese MAIN MOTER FOR CONY 1 SE Etended Definition Elapsed TimevMeters Sia itet t a ier 1 Freq Monthly Mult B amp Generate Wios On Basis of Date Last Dane Allow Duplicate Work Orders Wi Uses Default Labor Liz RES 037312010 E Meters Lst Done 1 271 62009 nEs Units Curr Total LastPhiTot Interval lastGen iaiazoio t_ Hours 2850 00 2860 00 2600 00 Frequency types include Elapsed Time Daily Weekly Monthly Quarterly Semi Annually Annually Meters PMs triggered by a meter reading after a certain interval 52 Week Schedule irregular frequencies such as Monthly but not in the winter Gauges PMs triggered by a Gauge reading outside of a set tolerance range Note Meters and Gauges are only available in the Pro version Extended Definition Click for additional generation information for an asset Add asset specific Safety Procedures Attachments and Labor requirements When finished click iol at the top of the window 56 MAPCE Elapsed Time Elapsed Time Meters EPRE Sele
6. requires the Advanced Inventory Module Completed or Canceled Note You can create your own work order types from Maintenance Administration Select the Priority Typically Lower numbers have a higher priority than higher numbers You can create your own priority codes from Maintenance Administration Associate the number of days a work order can stay unfinished for each priority Assigning the priority will change the date required for work order completion 46 MAPESN Note The users name will appear in the Submitted By field The Date Submitted will default to today s date as the starting date of the work order These can be changed if needed Next select the type of asset to for your work order Typically Routes are generated by the PM system but a route work order can be created manually Use the Equipment Move option to move equipment out of service and remove it from the equipment hierarchy and replace it with another piece of equipment Enter an Equipment in the required red field next to the drop down Or double click the field for a Lookup of available equipment The system will display the appropriate lookup for the type of asset selected A location lookup for locations a cost center lookup for cost centers etc Notice When an equipment or location value is entered the equipment hierarchy or the location hierarchy is displayed Enter the Work Problem Description describing the nature of the pro
7. we eee Click and select Change Kev to Chanae the Site s ID Chanae The Kev then Save the Site p eva Ef Description E Date Style MonthDawrear 4 digits y Main Costs Ship To Bill To Location Layout Es Change Key x Lookup Langauge Default Custom Labels Message Default Requisition Approval Group D Ti Warning Changing this ID will change every occurrence of it In the system Manufacturing Operations Misc Maintenance Current Key EVAL Change To EVAL Select the site from the lookup Then click on the options icon and select Change Key to ___ Change The K change the name of this site Edit the site name and click to rename the site View Costs change the Ship To Bill To addresses for the purchasing system or assign Location Layouts from the Site Data Entry screen After you make your changes click Save tol at the top of the window Facilities Tech Tip The Change Key feature is available for most windows Creating a new MAPCON Site The system must be licensed for more multiple sites before more sites can be added Select Site from the Site and Zone Menu as described above then click Add E Enter an ID and Description of your new Site Enter at least one Zone and the Zone Description The Zone does not have to exist The system will create the zone s entered here and assign them to the new site After you m
8. ASSET ADMINISTRATION MAINTENANCE ACCESS MAINTENANCE ADMIN MAINTENANCE CLERK MAINTENANCE PLANNER Mone Have Access PURCHASING ACCESS PURCHASING ADMIN System Administrator 0 0 I 4 0 4 5 g 0 0 g 4 Enter in a Title to describe this Security Level for instance Maintenance Planner or System Administrator Enter a Security Access Code from the dropdown list Then enter a number between 0 9 to set the Access Level of security applied to the code Please refer to the security discussion above for more clarification 24 Click Save el at the top of the window when finished 3 Setup Group Profiles Note Extensive security setup is only available in the Pro version Group profiles allow you setup and assign security levels and authorizations once for a group of similar users Group profiles are assigned to individual user profiles Group profiles may be unnecessary for smaller organizations but are almost essential for larger ones maintaining dozens or hundreds of users d a E E eee ery Double click the Administration Menu Double click the System Setup Menu ES Asset Administration Menu Double click the Group Profile menu option i ES Maintenance Administration Menu H E Inventory Administration Wenu ist FS Human Resources Administration Menu Entera Group Profile name This will usually H ES Attachment Administration Menu be a short acronym as shown below such as ra Purchasing Administration
9. MAPL2F SECTION D SETTING UP THE BASICS CONT Creating Departments and Cost Centers For a quick start this is optional However it is recommended to use Cost Centers for more efficient tracking of labor material and purchasing costs Cost Centers are like budget centers that determine who pays for the completed work Work orders can be written directly against a Cost Center Equipment and Locations have a designated Cost Center that is updated when a work order is written against them directly A cost center cannot be created in MAPCON unless it is tied to a Department therefore at least one Department must be created first A software switch can be changed so that Departments are not required Under System Configuration Cost Accounting Configuration check the box Allow department changes on Equipment and Locations instead of cost centers Save changes and logout and login Create Departments ae E PE I EE T Double click the Administration menu 2 a Double click the Cost Accounting H E Asset Administration Menu Administration Menu H E Maintenance Administration Menu Double click the Departments menu option H E Inventor Administration Menu ES Human Resources Administration Menu A Department is the area responsible for costs it Es Attachment Administration Menu and expenditures Examples of Department H ES Purchasing Administration Menu names include Maintenance Engineering a Cost Accounting Administrati
10. Meru wl Location Keywords Select and edit the STANDARD layout to match Ey Location Lavouts your facility or add your own layout Location Layout ELO FLR_RM_ SRM Building Floor Room SubRoom To create a new layout type a new name for your Layout in the Location Layout field and press Enter Then enter a description for your layout In the Layout Labels enter the labels you want to display when entering in locations using this layout Click Save el at the top of the window when finished Note To use a Location Layout you must assign the layouts to each site that requires it Note If there are multiple layout types the system will provide an additional filter option to select the desired layout type for location based lookups 41 Creating Location Keywords i a E E EA Double click the Administration Menu ay Double click the Asset Administration Menu a Asset Administration Menu Double click the Location Administration Menu H E Equipment Administration Wenu Double click the Location Keywords menu option a E Location Administration Wenu A Location Keywords All locations must have a Keyword so create at FY Location Layouts least one keyword 0 Ea Main EEE Titles E Fire Bottles Exits Capacity Like equipment keywords location keywords categorize similar locations Examples of good location keywords Classroom Board Room Restroom Shop Grounds Production Floor Office Dock Enter in the ke
11. Orders Purchasing Module Separate Bill To Ship To addresses Purchasing Module Individual users have access to view or report on data from their site s Site specific data such as Vendors keywords Inventory crafts PM Descriptions etc Correct Weighted Average or LIFO FIFO costing with the Advanced Inventory Module Improved reporting aa aed MAPCON is delivered with one site license Additional site licenses can be purchased Use Zones to be further segregate data such as Equipment within a site If we consider a parent child relationship the Site would be the parent and the Zones would be the children This is a one to many relationship meaning that each Site can be associated with many Zones However Zones can only be associated with one Site Please keep in mind that every Site must have at least one Zone Locations and equipment are assigned to Sites and Zones and therefore can be considered another level below possibly even to be considered grandchildren in a hierarchical structure Zones are generally used to segregate equipment and locations so only the groups of people that deal with maintenance activities on these items have access to their data additionally cutting down on the amount of data that has to be processed in lookups and on reports Below are a couple of simple examples of a site zone structure Yet Pe ee Pe a eee ee a er ee Ee ee ee ee Be eed pa 3 F j Line Hydrolic Punch
12. Past Due Work Orders PM Work Orders are past due if they have not been generated and the current date is beyond their due date This can happen when setting up new PM frequencies or if PMs have not been generated regularly If there are any Past Due orders the following lookup is displayed Generic Lookup Window z ES v X BIE s Egp Loc CC Rt Pm Proc Pm Type Due Date Trigger Title Zone Site E dOooo10 PMOOSS 52 06117200152 Week Perodic Power check 01 MAIN Highlight the desired Past Due PMs to generate if any then click the Select icon v to continue 63 MAPS O When the program is finished generating a message similar to the following will appear PM Work Orders hawe been generated Past Due Work Orders 378 Outstanding Work Orders 13 Duplicate Work Orders 2 Generated Work Orders 5 Click Ok Click the Close icon S to close the window View the generated work orders using the one of the Work Order data entry windows Or review the reports generated by the PM Generation process PM WORK ORDER GENERATION IS NOW COMPLETE 64 GLOSSARY Definitions of words as they apply to MAPCON Asset Equipment Location or Cost Center Equipment can be a machine or a major tool Hierarchy An organization of equipment such as sub assemblies Smaller equipment can be part of a larger hierarchy and allows costs to roll up the hierarchy for more accurate cost tracking of the par
13. Sort Selection 771 dropdown to select a different lookup view Lookups can vary from different sorts different columns and different types of data such as planned work orders versus completed work orders c The Site and Zone Selection 20 Main MANUTING dropdown option provides a quick filter based on an item s zone i e Equipment or site i e Inventory lf the user has access to only one size or zone then this option is not displayed d Click to access the lookup s Filter Options e Click on any column header to sort the lookup by that column The D icon indicates an ascending sort and the H icon indicates a descending sort f Double click or press enter on the Selection Bar the highlighted row to load and view the record 10 Available Filters ter the Results with Values Entered Here H Equipment Keyword Add Filter Default Clear Filters ae a Filters Equipment Numbers Equipment Numbers ES SiteZone tom Manufacturing HITET Valuers Equipment Keyword amp eeudna A Description Containing OMVEYOR BELT COMVEYOR _ BELT Equipment Keyword ONVEVOR _BELT Model Serial e f g eee Enter Filter Delete Filter Close Refresh en Criteria Default Filters Cost Centers Results Equipment ID Equipment Keyword Y Equipment Description 1 MOO4 CONVEYOR BELT 1 Belt conveyor Ship C2 1 MO1 BIG eT oles _BELT Wagnet with belt 1 Moey CONVEYOR BELT C2 Be
14. Validations are used throughout the system to provide Lookups to ensure data integrity and to provide searching and sorting options Some validations can be built as you enter data such as cost centers However a thorough review of all validations is highly recommended gt Create Employees Create User Profiles and or Group Profiles to emulate your access requirements WHERE TO START Ee Administration Menu HE Asset Administration Menu H E Maintenance Administration Menu H E Inventory Administration Wenu HE Human Resources Administration Menu a E Attachment Administration Menu H E Purchasing Administration Menu HE Cost Accounting Administration a E System Configuration Wen H E System Setup Menu IAS Administration Menu HE Asset Administration Wenu a E Maintenance Administration Menu H E Inventory Administration Wenu HE Human Resources Administration Menu H E Attachment Administration Menu t E Purchasing Administration Wenu HE Cost Accounting Administration a E System Configuration Wenu H E System Setup Menu Human Resources Menu Tii Employee Data Entry sag Administration Menu H E Asset Administration Menu HE Maintenance Administration Menu a E Inventory Administration Menu i Human Resources Administration Menu a E Attachment Administration Menu HE Purchasing Administration Menu a E Lost Accounting Administration tE System Configuration Wenu E System Setup Menu 13
15. You can review the history of changes by clicking on the vw Approve Phi i Remove Approval Click to approve the PM Description Click amp to remove your approval If the user s profile or group profile does not have the authorization to approve PM Procedures then these buttons will not be displayed There is a lot more information that can be added to a PM procedure e The tab defines the Crew Craft and Shift labor detailing the job steps each craft will perform The number of workers needed and for how many hours although optional for initiated work orders is necessary for planning and scheduling e The tab defines the required materials With the Advanced Inventory Module the system will create planned Issue ticket for the work order when its generated e Cycles are a handy way to eliminate extra work order paper waste For example if an Annual PM includes the same steps as a Quarterly then only generate a quarterly PM three times and don t generate the quarterly when the annual is due The cycles using the PM Description are displayed on the tab Note PM Cycles are only available in the Pro version e Sites will allow this PM description to be used for more than one Site for more consistent procedural instructions between the Sites If only one site is available then the site tab is not displayed e Attachments are documents associated with the procedure such as images of the work Coca N MSDS form sheets calibration fo
16. ae Hydrolic Line Line Motor 1 Motai Press 3 Motor 3 Motor 4 Spraya lathe Hye athe sprayer Roller 1 Press Line Bay 25 Bay 20 Bay 10 Bay 30 Bay 21 ZONES SITES i EQUIPMENT LOCATION 17 a a a a ee Fe Crash Ambulance Ambulance XRAY Monito Cart 1 2 300 3 i MRI MR 1 2 Ambulance 3 Rescue XRAY XRAY onitor Monitor Monitor 100 200 1 2 4 LOCATION EQUIPMENT ZONES SITES Editing and Renaming the Default MAPCON Site The standard MAPCON system starts with a single site Sites can be added to the system if it is licensed for additional sites The evaluation system is licensed for five sites If you want to add your own sites it may be easier to start by renaming the original default site Double click the Administration menu eI Administration Menu se 3 S Double click the Maintenance Administration i Asset Administration Menu Menu a Maintenance Administration Menu Double click the Site and Zone Menu ES Craft Codes Double click the Sites menu option APY Shift Codes i oe Crew Codes Note You must be authorized as a Site i a IF Action Codes Administrator to access this screen T Failure Codes Work Order Priority Codes ly Work Order Types Double click on the Site you want to edit d E Site and one Menu Se Zones li Reassign Zones iu Ti Citas 18 Rename the Site and Click
17. on the PM work order is required before generating the next PM work order If not checked called Date Last Due the next PM work order will generate regardless if the previous work order was completed Tech Tip To keep a balanced PM schedule such as generating some monthly PMs early in the month and others later in the month then do not check this box 53 MAPCE Enter the Advance of Days if more time is required for ordering materials and ensuring they arrive on time Also use this option to generate PMs early for fill work Setting this field will not adjust the work order s Required Date For example the Required Date is set to the frequency s due date when the work order is generated or to the generation date If the worker has 7 days to complete the PM then enter 7 advanced days The PM work order will be generated 7 days in advance of its due date but the required date will remain the same Note Advanced Days is only available in the Pro version Enter a description of the work to be performed in the Task field This text will appear in the work order s Work Problem Description area Some organizations list each PM task here Labor abor However if planning or scheduling labor use the Job Steps on the tab for specific tasks performed by different trades In this case only a brief task overview should be entered here e changes to a PM procedure tab The Revision field is read only and tracks the number of
18. others security access to use this Zone 20 MAPCE SECTION C SETTING UP USERS AND USER SECURITY Follow these steps to start setting up MAPCON users Create Security Codes Define Security Levels Setup Group Profiles Create User Logins and assign passwords security access and authorizations Create Employee records ARPIN Security is optional at this point If you are not interested in exploring MAPCON s extensive security features then move on to step 3 Setting up Group Profiles Note Extensive security setup is only available in the Pro version Establish a hierarchy of security levels using a set of Security Codes of three letters followed by a number MNT9 An Administrator defines what these codes represent and then assigns them to menu options and fields MNT Access Code The three letter access code represents a user group or category such as Maintenance or Administration Some common codes are delivered with the system The three system codes ALL all users SYS System user and NON No user access cannot be deleted 9 Access Level The number represents the access level within the category The number is on a scale of 1 to 9 with 9 being the highest level Security Code Examples INV5 Inventory level 5 EQP7 Equipment level 7 MNT2 Maintenance level 2 PUR8 Purchasing level 8 SYS9 System administrator level 9 Highest Security Code MAPCON Security is basically a compa
19. B BUILDING_A Controls Lookup f To search records click the tab Use lookup filters and sort options to modify the search criteria Click on lookup headers to sort by any column in ascending or descending order Double click on a lookup row to load it in to the window g Click Import Excel EX to import data from a Microsoft Excel spreadsheet h Click Report Generator dd to start creating a report based on the data entry window i Click Refresh Bi to refresh the data in a lookup or on a screen j Click Add to create a new record k Click Save bel to save changes to any record I Click Help H to display helpful information for the field or screen m Next to many data entry fields you can click Options E to view a list of appropriate options for that data entry field Options may include lookups cut paste copy etc You can also access these options by right clicking on the field n Click Home to clear the window refresh the lookup and navigate to the lookup tab o Use Record Navigation KKA to move forward backward go to the last record or to the first record in the lookup p Click Cancel x to clear a window without saving changes q Click Close to close the window r Quickly access the Main Menu or other open windows from the items on the MAPCON Active Window task bar Menu Tii Equipment i Print Prewiew s Messages display the status of MAPCON operations Read Successtul
20. E E 32 Window and Field Security sconscetieonrisrserde na 33 Creating Departments and Cost Centers 20 0 0 ceeccccccccccccessseeseeeeeeceeaeeeesseeeeees 35 Cea DENI E INS ner N S 35 SrA D 1 ar hc E A E E A A E Torre 36 SECTION E SETTING UP EQUIPMENT AND LOCATIONS ssseeeeeeeeeeeeeeeeeeees 37 Creatine Equipment KeyWords sesceicetces sea cnenerieetcungesd sememastdquaasaneneniaetatoasstnenex 37 Enter Equipment Keyword Groups ccccccssseesseccecccceeeeessseeceeeeeeaaseeseeeeees 37 Enter Equipment Keywords wisccaceccceresestessdincesebesosalueisdvechie soasebebindasveeseratoriads 38 Oe AU FE OUTPACE asc g erent au neta yeast aa acess scedne daw nactie sie anwioead dcets siuednedsaesces 39 RSPCA EOC ALON May OUUS E E E E A TT 41 Che atin Location Keywords ior carte octet ae aoin ESEE 42 Oe AI TOCA ONG e E E E E EE E 43 SECTION F PROCESS A WORK ORDER sssseeseseeessssssssssssesssrrtrreeeeeesssssssssssssereteee 46 e EN O Ke CC ae E E 46 Complete a Work Ordet os ces case astrmnedasetoumnesdsaswinensuanesdsnaiameagnertsacwintsusieesteands 48 After the Fact One Step Work Orders 2 0 0 ccccccccccccccceeseseeeeeeeeeeeeaaeeeseeeeeess 50 SECTION G PREVENTIVE MAINTENANCE sesassssiccecddevessiaxciecsvesevesadeestetieldeveustoneees 32 l Stup PM Descriph on S coe ccsasaacccsuresmeneacatad act e E Ea aiii 52 TEDI CS e E E ee tevansaatacs teense 53 Adding Assets to the PM ys ros snsccenctmnosracenndacteisuobusainsdanscterpsusauanaaetcnd
21. MAP June 2013 Get Started Using MAPCON Mapcon Technologies Inc 8101 Birchwood Ct Ste D Johnston A 50131 800 223 4791 www mapcon com sales mapcon com MAPCON TECHNOLOGIES INCORPORATED MAPS Table of Contents TINT ROI TION raa E E E octenecaeeae 6 OGG ING UINT OVE COIN sarreran EE encoun aiesecut casserole 6 ON TRV WV epee et yest cece E A E O A 7 COTO E E A E neces 8 Ease of Use OOS arc acess enie EEEE aE EEEE 9 LOOR e E E E EE E E E EE 10 Loora p EO a E E N S 11 SECTION A BASIC IMPLEMENTATION GUIDELINES sssseesseneeceeeeeeeeeeeees 12 DS EU 0S ae egos tose ate ne roses A T EAS 16 NECTION B SITES AND ZONES decazsutvescigreseasetecetatcuelcccnsacreidiovaiscesseetetaicelwcerendeas 17 Editing and Renaming the Default MAPCON Site 0 0 eececccccsssseeeeeeeeees 18 caning anew MAPCON SIC reece te ee teeter ere E 19 Editing and Renaming the Default MAPCON Zone ccc ccccceeeeeeeeeeees 20 Creatine a new MAPCU ON ZONE eetivccincscevesoaieasxovereaubooeieearmesendsogassdeseneswesnubeten 20 SECTION C SETTING UP USERS AND USER SECURITY sssssseeeeeeeeeeeeeeeeeees 21 l SPSC COOS esseen Eae 23 2 Po 16101 LT E E se ree tt Ore enn re 24 Di CU OP TE BONIS e A E 29 4 Setup a User and assign a password security and authorizations 2i PETET e D ee 31 SECTION D SETTING UP THE BASICS ar case tae ete nara races eta dade e 32 Mena COUN eaa asta cance conc oodsouns snes E EE E
22. MAPCE SPECIAL NOTES Most Software Switches can be set or changed at any time in the future However it is very important that the Cost Accounting switches are set first before starting Create Cost Centers to track the cost of Labor Material Purchases and Services Create at least one Craft to start with Crews and Shifts are optional Create as many employees as needed Workers from outside the company can be setup to have their time and activities tracked Create users for anyone that will use the system Experiment with various security authorization and other options MAPCE TOPIC Create Equipment Keywords Equipment Numbering and Hierarchical Structure need to be determined before any work orders or PM records can be created Locations can be developed into a hierarchy by creating one level at a time Create Work Orders for Equipment Locations Cost Centers or Routes using user defined types and priorities After the Fact Work Orders are handy when the job has already been completed yet you still want to have a history of the labor and the materials used WHERE TO START F 2 Administration Meru ia E Asset Administration Menu i E Equipment Administration Menu 3 oe Equipment Kevword Group a s Equipment Keywords z Main Meru Sa Equipment i Routes iy Equipment Metertisauge Reading i Locations ER aoe Maintenance Menu H ES Work Request Menu E Work Orde
23. Menu MNT_PLAN for MaiNTenance PLANner H E Cost Accounting Administration H E System Configuration Wenu GES System Setup Menu Then enter the Title for the Group profile Assign System based Roles hain Lookup Main and User Menu Title Maintenance Planner C Copywiise Sites And zones for User Profile D ovsterm Options Active Users security Levels Security Tithe MAINTENANCE PLANNER ASSET ADMINISTRATION MAINTENANCE ADMIN Security Code ACCESS Leve Maintenance Maintenance Inventory Asset Management Maintenance Purchasing Double Click to assign Select Access Level Access Levels to Profile Security Title o E ACCESS Leve Assign Function Pe aE Asset Management oe A ASSET ACCESS ASSET ADMINISTRATION Asset Management MAINTENANCE ACCESS hMAINITENARICE Aihm Asset Management Ill Maintenance hiaintenanre Next select the security levels for this group profile Double click the desired access level on the bottom table labeled Select Security Level The selected access level will be added to the groups Security Levels in the top table Tech Tip To remove a Security Level highlight the row then press the DELete key while holding down the CTRL control key Use this process to delete rows anywhere in the system Review each side tab Maintenance Inventory and Purchasing to assign the a
24. R WING ROOM Lookup hain Safety Procs Job Steps Bill Materials Specs Pe Procs Equipment Attachments Costs fete itene Main Manufacturing k Select the desired layout to start creating locations The IN available layout choices are based on the layouts created a for each site a user has access to Sort By Large Layout Standard Layout Building Layout i h on Location hierarchies must be created from the top Parent down In this example select the Building Layout for the Layout Type and enter BUILDING_A for the Building which is the top level for this layout It is best to use short descriptions of the actual physical locations if possible Layout BUILDING FLOOR WIS ROO Zone Use the Options icon E to select the Zone for this location The system will assign the user s primary zone as a default Enter a Keyword Use the Options icon E and select Lookup to display a list of available keywords or simply double click the keyword field to open the lookup Optional Give the location a Rating based on a scale of 1 10 with 10 being the most important Enter a Description of the location which is not required but highly recommended Optional Enter a Cost Center either from the Options icon E or by double clicking on the field Although much more information can be provided this is all that is required for a quick start Click Save T then click Home a when finished Now le
25. W Select Security Code to Edit Description Hi Administration All Have Access Asset Management FACILITIES Inventory Maintenance Mone Have Access Purchasing System Level Access Enter in the desired codes and provide a brief description of what they mean for your organization Click Save bel at the top of the window when finished 23 2 Setup Security Levels Note Extensive security setup is only available in the Pro version og PETE E E Double click the Administration Menu 3 Double click the System Setup Menu 8 ES Asset Administration Menu Double click the Security Levels menu option a Maintenance Administration Menu H E Inventory Administration Menu E Human Resources Administration Menu The security codes previous page are the H E Attachment Administration Menu categories Whereas the Security Levels H E Purchasing Administration Menu establish the access hierarchy H E Cost Accounting Administration 4 ES System Configuration Menu Level 1 is always the lowest and Level 9 is S ES System Setup Menu always the highest Security Levels provide a Ay Security Codes simple solution of providing access from the basic equipment operator to the plant manager Access Code Access Level Security Level Title MAINTENANCE PLANNER Display this Security Level in Lookups OO p Select Security Level to E Security Level Tithe ADMIN MENL ACCESS All Have Access ASSET ACCESS
26. ake your changes click Save Fil at the top of the window Note Be sure to assign yourself and others security access to use this Site User Login profiles are covered later 19 Editing and Renaming the Default MAPCON Zone Note Zones are only available in the Pro version Ee Administration Menu H E Asset Administration Menu Double click the Administration menu S E Maintenance Administration Menu Double click the Maintenance Administration lS Craft Codes Menu 7 ee Fy Shift Codes Double click the Site and Zone Menu Double Click the Zones menu option APY Work Order Priority Codes Note You must be authorized as a Zone Fy Work Order Types Administrator to access this screen i Reassign ones Warning Changing this ID will change every occurrence of it in the system Change To Double Click on the Zone you want to change from the lookup Click on the options icon E and __ Change The K select Change Key to change the Zone s name Edit the Zone name and click to rename the Zone You can also view Costs from the Zone Data Entry screen After you make your changes click Save el at the top of the window Creating a new MAPCON Zone Select Zone from the Zone Menu as described above then click Add E Enter a Zone ID and Description for your new Zone Then you must assign the Zone to a Site After you make your changes click Save bel at the top of the window Note Be sure to assign yourself and
27. and running within a week or two of installation while others can take up to six months or a year before seeing results The industry standard for most facilities to realize actual cost savings from their CMMS is two years Having an organized planned approach to implementing the system will save valuable time later on Use this guide to help you get started on the right track in MAPCON Note You must have the appropriate security and authorizations to perform or even be able to see some of the following Menu Options Screens or other functions In other cases your particular system may have been changed to fit the needs of your company In this case menu options may be deleted changed or new menus may be presented Because of the high degree of flexibility and customizability of MAPCON we cannot cover any cases but that of a standard out of the box MAPCON System Note Although you can get started creating work orders quickly by following this guide most companies will want to go back and set Software Switches create Codes and setup Validation files before using the system more thoroughly The Basic Implementation Guidelines surrounded by the bold border are covered in this guide 12 TOPIC gt Software Configuration switches need to be set Discuss how each MAPCON module will be used and how day to day procedures are integrated into MAPCON Note Many switches are only available in the Pro version Codes and
28. ariance Costs ADMINISTRATIVE th 10 3 Motor Pool Parts Variance Costs TRANSPORTATION 1000 Wlaintenance Supplies FACILITIES 1100 Write Offs FACILITIES 1200 Facilities FACILITIES Enter a Department Click the options icon to display a Lookup of available departments Or simply double click the department field itself to display a lookup That is all the information needed to start using cost centers however other items can be tied to a cost center such as PM Procedures Safety Procedures job steps and a bill of materials Click Save el at the top of the window when finished COST CENTER SETUP IS COMPLETE 36 SECTION E SETTING UP EQUIPMENT AND LOCATIONS Creating Equipment Keywords Work Orders can be written for Equipment Locations Cost Centers or Routes Equipment records must have an equipment Keyword Hence the first step is to create at least one keyword A Keyword is simply a category used to keep similar pieces of equipment together Reports and Lookups sort equipment based on the keyword and have keyword filters Examples of good keywords MOTOR BELT PUMP MOTOR AC BELT CONVEYOR PUMP ELECTRIC MOTOR DC BELT FAN PUMP WATER Examples of bad keywords AC MOTOR CONVEYOR BELT ELECTRIC PUMP DC MOTOR FAN BELT WATER PUMP Before creating equipment keywords create at least one Equipment Keyword Group The keyword group will allow you to group together similar Keywords For instance the key
29. b site at www MAPCON com or contact us at 800 223 4791 CUSTOM PROGRAMMING Using our custom programming services you can integrate MAPCON with any other accounting or purchasing software system schedule automatic data transfers or build complex reports For more details call 1 800 223 4791 67 NOTES 68 The Most Productive Tool You Will Ever Use Mapcon Technologies Inc Phone 800 223 4791 8101 Birchwood Ct Ste D Fax 515 331 3373 Johnston lowa 50131 www mapcon com sales mapcon com
30. blem 4 Approve York Order To approve the work order click and the system will enter the user s name and the current date into the appropriate fields Once approved the user that approved a RE R A the work order can click to remove their approval The user s group or user profile determines whether or not they can approve a work order If a user does not have the authority to approve work orders then these buttons are not displayed All other information is optional This is all that is needed for a quick start to create a work order Click Save at the top of the window to create this work order The work order number will appear in the bottom right hand corner key 000004 Created Additional options are available to automatically print the work order when its first created Set these options on the Maintenance Configuration window Click Es on the top menu bar to close the window 47 MAPS O SECTION F PROCESS A WORK ORDER conrT Complete a Work Order 7 x Maintenance MenL Double click the Maintenance Menu T Double click the Work Order Control Menu ES Work Request Menu Double click the Work Order Update and i E a Onn kMene Completion menu option e APS Work Order Initiation os Dispatch work Orders work Order Printing Enter the WO created from the previous page a Work Order Update And Completion or use the lookup to select a work order by ABS After the Fact vvork Orders double clicking on
31. board Settings Asset henu Mode Standard mie be Ao SceaTR enor hier Double Click to set User Menu Wenu Id Title ADM MENU Administration Menu ADM REP_MENL Administration Report Menu ADM ADY Advanced Administration ADM ASSET MENU Asset Administration Menu ASSET MENU Asset Menu To indicate which menu will be used most often scroll through the list of available menus highlight the desired option then click the Set Main Menu bution at the bottom Highlight the same menu or a different menu then click the Set User Menu button at the bottom Create use specific menus with the Menu Generator required the Advanced System Utilities module and assign them to users Configure the menu security to block out unwanted items and when a user signs on all they see is their user menu For the Menu Display on the right click the down arrow and select either Button or Hierarchy to determine how the menu options are displayed Below is an example of the button menu style intended for less computer Savvy users r MAPCON File Edit Navigate Utilities Help Open Work Orders By Equipment Print Route Form Asset Menu Equipment Bill of Materials Equipment Lists Menu Inventory Menu Equipment Meters Equipment Costs Menu ae Maintenance Menu Meter Reading History Previous Menu Click Save Fil at the top of the window when you have completed setting up the user profile 30 MAPE 5 Enter Employee Data E Main Menu Double click the H
32. ct the Freq Frequency first then the Freq Monthly J lult other fields will appear The Mult Multiplier is used to set a longer delay between generations For example to generate a PM every 3 Months enter 3 for the multiplier For every 6 weeks set the frequency to Weekly and enter 6 for the multiplier Last Gen 10192010 Lst Due Date Last Due Use this date to set the next generation date The PM system will go forward from this date the amount of time set in the Frequency and the Multiplier Ex 1 to have a Monthly PM generate on 07 07 12 set the Lst Due date to 06 07 12 Ex 2 to have a Quarterly PM generate on 12 01 12 set the Lst Due date to 09 01 12 This is read only if the checkbox for Generate WOs on Basis of Date Last Done is checked In that case use the Lst Done date field to trigger the PM Lst Done Date Last Done Use this date to set the next generation date The PM system will go forward from this date the amount of time set in the Frequency and the Multiplier Ex 1 to have a Monthly PM generate on 07 07 12 set the Lst Done date to 06 07 12 Ex 2 to have a Quarterly PM generate on 12 01 12 set the Lst Done date to 09 01 12 This field is updated when the generated work order is finished The Completion Date on the Work Order Update and Completion window indicates when the PM was finished That completion date for the PM work order appears here The system is then ready to start calculati
33. d a specific PM attached to it Tech Tip If machinery is already off line choose the Selective PMs option to generate all of the PMs due in the near future to help eliminate down time Click gt to advance to the next step 60 Select Reports to Print Reports To Print Reports To Print Print Print Outstanding WWOs For Phs Generated Print PM OSs Generated Form Print PM OSs Generated List The Print column indicates which reports will print after generation All reports are turned on by default Clicking on the checkbox will unselect a specific report Click gt to advance to the next step Select for Site and Zone pear H Select the Zone requiring PM Generation Or check the site box and select the Site requiring PM Generation _ Select Site only site Zone Site Zone Click the Options icon then choose E Lookup for a list of valid zones or sites Or simply double click the field Click gt to advance to the next step 61 Novr 2010 Feb 2012 n SmMT W 5 MT 1110172010 O2M0e201 2 To prevent re generating PM work orders the Starting Date is a read only field left hand side After generation the Ending Date right hand side plus one day will become the next Starting Date For example if the Ending Date is 06 15 12 the next Starting Date will be 06 16 12 Note The starting dates for each zone can be modifie
34. d from the Maintenance Configuration window The Ending Date right hand side is how far out in advance the PM system should look for Frequencies that are due Most users will generate on a Friday for all of the PMs that are due for the next week In this example the Starting Date would be on a Saturday and the Ending Date would be on a Friday Click gt to advance to the next step Click Yes when the system displays Preventive Maintenance Work Order Generation This process will create Work orders for all Elapsed Time and Meter Pls within the selected date range 52 week Phils which are due for the selected date range and Gauge PMs whose current gauge readings fall outside the specified limits Dio vou wish to continue 62 Ready to Process e gt a i Ready To Process Ready To Process You are now ready to execute the procedure Click on the Generate button to execute the process T E EZ The process will run using the following information that you hawe entered lt Selected Category Values Reports To Print Site one Starting Date Ending Date Print Outstanding vos For PMs Generated EVAL 01 11012010 DAUA 2 Print PM OSs Generated Form Print PM WWOs Generated List Print Ph wos Mot Generated Duplicates The final step is to review your selections When ready click bole tc create PM Work orders The generation process will always double check to see if there are any
35. ed work e The Scheduled status will set the work order s date scheduled to the generation date Select the work order Type Edit the standard work order types or create your own from Maintenance Administration A work order type must have the PM Work Order designation to appear here Select the Priority Priority codes are used to determine the overall work order rating and to assist in scheduling The PM Description Status will either be Approved or Not Approved Only approved PM Procedures are generated Once approved any change to the PM Description requires another approval and a reason for the change The system retains each revision made on the PM Description the user that made the revision when they made it and why Check the box to Allow Duplicate Work Orders if meter or gauge readings should generate more than one PM work order each time a reading is entered that triggers the PM For example if PMs are not generated until Friday and a user enters a meter reading on Tuesday that triggers the PM and another user enters a higher reading on Thursday then two PM work orders will generate one for each event that triggered it Tech Tip Elapsed Time and Meter frequencies can be combined where one or the other will trigger the next PM work order For example change the oil every 6 months or 3000 miles For this scenario do not check this box Check the box Generate Orders on the Basis of Date Last Done if a completion date
36. ent asset Note Equipment and location hierarchies are only available in the Pro version Keywords A way of organizing and grouping like items together Location can be a building or place that provides a particular service or is used for a particular industry As a place it doesn t even need to be a building a golf course school grounds or parking lot could be locations as well Route is a collection of equipment locations or cost centers that is organized as a list of stops When a work order is performed against the route the same maintenance function is performed against each entity each stop on the list Note Routes are only available in the Pro version Cost Center is an entity whose primary purpose is to keep track the cost of work done including material labor and direct purchases Like a route a cost center contains other entities such as equipment or locations each equipment or location is assigned a cost center Some organizations may wish to define cost centers as divisions For example Research amp Development might be one cost center the Maintenance Department another cost center Other organizations may treat the cost center as an account code where the account code describes the activity taking place Most facilities already have cost center numbers defined by their internal administration or accounting department Site is a way to separate multiple facilities which are related thro
37. enyiacensdants 55 2 Setup PM FreguentiES anise isssanvanseeanceevesanwnnnsenies trnanisnaneanicamssaganansthicotmnennwenens 55 MAP22 Thank you for using MAPCON the most productive tool you will ever use This guide is intended to help you get started using either MAPCON quickly Starting on the right track will help you and your company utilize the system efficiently for years to come Note This guide applies to both versions Lite and Pro as well as Hosted On Demand and Server Based Your Server With Server Based your IT Dept is responsible for the server and performing backups and with Hosted Mapcon Technologies will host the server The rest of this guide will refer to them both as just MAPCON After using this guide refer to the MAPCON User Manual for more detailed information If you have any questions call your knowledgeable MAPCON Support Specialist for fast friendly service at 800 223 4791 The screens and menus used in this guide are from to Pro version so we can illustrate full functionality We have made notes along the way to indicate what is only available in the Pro version WITI ra Thank you for your business Disclaimer We have tried to make this manual as accurate and complete as possible However some errors may exist MTI cannot accept responsibility for losses due to the use of information in this manual If errors are discovered in the manual written Suggestions
38. gt j Week Date Generate 1 01401 2010 O Day oghenme Dave 2 01708 2010 4 017222010 C LastDue Lesteen 5 01292010 6 0205 2010 C Last Done ooo 7 02 12 2010 M g Irregular frequencies can be set using a calendar showing the 52 weeks of the year For instance Snow and Ice Removal is a regular task in the winter but not in the summer months Click the amp PM will generate tab then click the Generate column to indicate which weeks of the year the For a faster setup use the Occurs field to quickly set every 2 weeks or every 3 weeks and then uncheck those weeks that do not apply set Advance Days to have the PM generated early This is set on the Main page of the PM Description but can be over written here 58 MAPS Set the Day of the week to balance the schedule preventing all weeklies from being due on the same day Gauges Elapsed Time Meters 52 Week Gauges Vv Allow Duplicate Work Orders Last Due Gauges Units Last Reading Lower Limit Upper Limit Ww st ra If the equipment has one or more gauges assigned to it then a PM work order can be generated based on the gauge reading s Gauge readings are based on a tolerance range such as the acceptable lower and upper limits of a hot water pipe s temperature When the gauge reading is entered outside of its preset limits the system will prompt the user to immediately generate a PM work order If one i
39. hare success stories of how they have modified the system to make life better and show how you can do it too The annual MUG Conference also offers basic training and other fun activities Many MAPCON users feel like they become part of our extended family after enjoying the MUG experience Visit our website at www mapcon com and click the Users Group link for more details TRAINING The key to any successful facility is proper training MAPCON is the most productive tool you will ever use when you know what it can do and learn how to use it MAPCON Technologies Inc provides a variety of training First you will be attending the MAPCON System Managers Training class at our training center in Des Moines lowa This is a Fundamentals of MAPCON course designed for new installations of MAPCON or as a refresher course for new staff recently involved with the software Training focuses on usage of each module in MAPCON New users will be able to utilize this information to better implement their MAPCON systems On Site User Training at your location is an effective way to group trainees together to focus on training of operations or train production employees that would only utilize segments of your MAPCON system This training comes later once your system is setup When ready you ll want to concentrate on training larger groups or target specific areas Training schedules vary with demand For more information on training schedules see our we
40. hed Some use a smart numbering system while others just use the Manufacturer s number If you require assistance defining your equipment numbering scheme contact MAPCON Support Alternative Just press Enter and the system will generate a new key which will be displayed after saving the record Automatic key generation is not the default configuration for Equipment However the system can be configured to automatically generate numeric keys Optional Enter the Parent Eqp Parent Equipment This is the equipment number containing the current equipment record or the next piece of equipment UP in the hierarchy Tech Tip When first entering equipment it is helpful to build the hierarchy from the top down The Parent Eqp is blank for equipment in the first level The second sub component will have the first level equipment number as its Parent Eqp the third will have the second and so on All costs related to the equipment will roll up the hierarchy The default Status is n Service Select a different status from the drop down Create your own Equipment Status codes from the Equipment Administration Menu 39 Zone Use the Options icon E to select the Zone for this equipment The system assigns the user s primary zone as the default Note Zones are only available in the Pro version Enter a Keyword Click E and select Lookup to display a selection list of available keywords or simply double click the field for the loo
41. it a oly Work Order Batch Completion WO D00004 Type Repair Status Initiated Initiated Manufacturing Lookup ain Work Description LaborMaterial Timecards Non Stock Purchasing Meters Gauges Attachments Costs Equipment 102 200 Description CONTROL SYSTEM AND INSTF Equipment Location PLANT PRODUCTIONFLINE 2 Date Planned fd Planned By Po Date Required 03 09 2012 Completion Date 02 08 2012 CompletedBy DAGOSTINO CINDYB Bla Comments Made system correction Submitted 02 08 2012 outarsemice Time H Estimated Downtime Hrs by Brock Prusha Return to Service Time Ye Actual Downtime Hrs To complete a work order simply enter the Completion Date 02 08 2014 4 E Completion Date manually or click E to use the calendar popup and select the current date dEeb r 49949 Depending on the Maintenance Configuration 5 settings the system can automatically set the 415 16 17 18 Completed By field to the user s name Or the TES a da dg user can double click the field to add a different name or click a to add their own 48 Tech Tip Dates can be entered in MAPCON using only 6 digits the slashes are not required For example typing 060312 will change into 06 03 12 automatically after pressing Enter If you are using a different or an international date format this feature is still available Simply enter the numbers in the order of date format such as DDMMYY No
42. kup Optional Assign an equipment Rating based on a scale of 1 10 with 10 being the most important This rating is used in work order scheduling and to help prioritize work Equipment ratings can be modified from the Maintenance Administration Menu Enter a Description for the equipment which is not required but highly recommended Optional Enter a Cost Center either from the Options icon E or by double clicking on the field Optional The Location of the equipment can only be selected using the Lookup button Locations need to be created first before using them here Although much more information can be provided this is all that is required for a quick start Click Save at the top of the window when finished EQUIPMENT SETUP IS COMPLETE 40 Creating Location Layouts Note Location layouts are only available in the Pro version Location layouts are used to label the different levels of a location hierarchy such as building floor and room The default system labels are Level 1 Level 2 Level 3 Level 4 and Level 5 However these can be changed and additional layouts can be added Also layouts can go beyond five levels to as many as required 2 S Double click the Administration Menu 3 pene i Double click the Asset Administration Menu E Asset Administration Menu Double click the Location Administration Menu H E Equipment Administration Menu Double Click the Location Layouts menu option GE Location Administration
43. le the first floor the west wing or to a specific room Like the equipment hierarchy costs charged at the bottom will roll up to the top LOCATION SETUP IS COMPLETE 45 MAPE SECTION F PROCESS A WORK ORDER Initiate a Work Order a R Hendene ten Double click the Maintenance Menu Double click the Work Order Control Menu H E Work Request Menu Double click the Work Order Initiation menu S B Work Order Control Menu option at APS Work Order Initiation i 0 Dispatch Work Orders E Work Order Printing Only the red required fields must be entered before AP Work Order Update And Completion saving a work order beeen AP After the Fact vork Orders AP Work Order Batch Completion Click on the Main tab to generate the next available AP Browse Active Work Orders WO number indicated by NEWKEY displayed in a AP Browse Historical Work Orders the field The actual work order number is displayed g E Work Order Control Reports after the record is saved a a Print Vork Order From gt Lookup Man Other Information Attachments Submitted By Brock Prusha Phone ES Date Submitted ox082012 E O om lt Change Type from Repair to another type by using the drop down selection box The Status will start as Initiated and cannot be changed The status is controlled programmatically The potential status codes are Planned requires planned labor Scheduled requires a date scheduled On Hold
44. leted the work or click E for a list of employee names 50 MAPSSN Select the asset type Equipment Location etc then enter the equipment Location etc Or double click the field for a lookup Enter Problem Description to describe the problem Enter Comments to describe what was done to correct the situation All other information is optional Click kil at the top of the window to initiate and complete the work order YOUR WORK ORDER HAS NOW BEEN INITIATED AND COMPLETED ALL IN ONE STEP FROM ONE SCREEN 51 MAPEGH SECTION G PREVENTIVE MAINTENANCE There are three steps involved in generating preventive maintenance work orders E Create a PM Description that describes the work to perform including any required labor and materials 2 Add assets Equipment Locations Cost Centers to the PM Description and create PM Frequencies to depict how often the task is performed for that asset 3 Generate the PM Work Orders Many facilities will generate their PM work orders on a Friday for the next week to plan ahead and ensure all parts are available and to schedule the workers Note The terms PM Description and PM Procedure will be used interchangeably throughout the system and this documentation a Sup PM Descriptions oot hiaintenance Wen Double click the Maintenance Menu Double click the Preventive Maintenance Menu H ES Work Request Menu Double click the PM Description menu option oH Ee Work Orde
45. ll refer the group profile s settings Depending on the profile s configuration the user profile will either use the site zone access from the group profile or from the individual user profile Authorizations If a group file is not assigned then click to view the user s authorization roles Employee ld MECH vi ser Vv Employee User Login JMECH aE Authorizations E Menus Employee System Options Colors Revisions ro Assign System Security oO Security Levels a Roles Security Title Security Code Level Maintenance Inventory Nth Purchasing Security Title s SDMIN MENU ACCESS set Management Assign Function beev ACCESS Asset Management based Roles for Each Module SET ADMINISTRATION Asset Management MoM TENANCE ACCESS Maintenance MAINTENANCE ADMIN Maintenance Like the group profile double click security levels to assign them to the user profile Also like the group profile review each side tab Maintenance Inventory and Purchasing to assign the authorizations roles for each module System Options Review the tab to enable disable system wide security options such as allowing a user to change record keys or allowing a user to modify menus Various look and feel options are also available 28 S V MAPE Click the EGZ tab to assign Site Zone access to the user Employee Id MECH v User W Employee User Login JMECH E Authorizations ci
46. lt Conveyor ship to silo wal a Select from the scrollable Available Filters list b Click the Clear Filters icon to remove all of the filter criteria you entered c Use Filter Defaults to load frequently used filter criteria Each user can create their own list of filter defaults for any lookup d Click to Add a Filter Default for the current filter criteria e Enter the filter criteria Filter criteria can be text dates dropdowns numeric or validated values as shown in this example Lookups are always available for validated values The right hand side will change to reflect the type of filter highlighted on the left f Click Ke to Delete the Filter Default currently loaded step c g Click to close the filter window and refresh the lookup for the selected criteria Alternatively click a in the top toolbar to refresh the lookup while viewing the filter options 1 MAP22 SECTION A BASIC IMPLEMENTATION GUIDELINES MAPCON provides a logical place to organize your maintenance activities Your goal is to put the right person at the right place at the right time with the right tool to get the job done right and as efficiently as possible The time frame to enter data and fully implement MAPCON depends on many factors such as the number of users to setup how much of the system is used what corporate standards must be integrated and if any data can be imported from existing sources Some operations are up
47. ng when the next work order will generate Caution If the work order is left open and is never completed then the PM will not generate again To avoid this use Date Last Due This field is read only if the checkbox for Generate WOs On Basis of Date Last Done is not checked In that case use the Lst Due date field to trigger the PM Select the Day of the Month Week etc when the PM should generate For example select 1 to always generate on the first day of the month Adv Days Advance of Days This is set on the Main page of the PM Description but can be over written here 57 MAPS Meters Note Meters and Gauges are only available in the Pro version rr Meters Meters only appear if the l z equipment has meters Wiz Units Curr Total LasiP hl Tot metel assigned to it Then PM work 1 2 HOURS 2550 00 2550 00 2600 00 orders can be generated based on the meter readina s M The meter name as defined on the equipment i e 1 2 odometer etc Units The unit of measurement Hours Cycles Miles etc Curr Total The Current Total reading on the meter LastPMTot Last PM Total The reading on the meter from the last PM Interval This is the number of units that must pass before the next PM is generated For example every 3000 Miles for an oil change or every 500 Hours for a filter change 52 Week Schedule SEEN 22 Week EAS 52 Week Schedule E Occurs Pra me
48. ntive Wa Status Priority Lookup ain Other Information Attachments Submitted By PM Schedule Phone A Print Work Order 10100 OET pa Edit Labels and Controls Right click any field to Equipment Hierarchy assian it securitv access Fe Pee vane Once theta kang am Cut Copy B Paste Select All Help CHECK AND PERFORM MAINTENANCE DUTIES RELATED TO POSSIBLE OVERHEATING OF TRANSFORMER CHECK LOW LEVEL ANDIOR COOLANT NOT FUNCTIONING O27 2010 Element Key PHM_ SUBMITTED Element Type Main EE The name of the selected field Controls access to selected field Control Access Levels View Access Level MAINTENANCE CLERK w Access Code Edit Access Level MAINTENANCE PLANNER Access Code Record Edit Access Levels Add Access Level MAINTENANCE CLERK w Access Code Edit Access Level MAINTENANCE CLERK w Access Code Delete Access Level Access Code ra All Have Access Q MAINTENANCE CLERK MAINTENANCE PLANNER Mone Have Access Controls access to field options The Control Access Levels section controls security access for the selected field The Record Edit Access Levels section controls Add Edit and Delete record access The Options Access Levels section controls access to the various options available on the field if available For each of these sections choose the lowest access level allowed to perform the task 33 MAPCON When finished click Save wl at the top of the window 34
49. of titles SIZE CONTACTORS Optional Equipment Specification Titles Nameplate data Examples of Specification Titles for the following 3 keywords Motor Pump Forklift Line voltage Valve Type Capacity lbs Starter Filter Type Load Center Horsepower Lubrication Specs Lifting Height Size Weight Many of the Specifications come from nameplates For the Title enter only the generic name here The actual number rating setting type etc is input on the Equipment Data entry window Click Save tel at the top of the window when finished 38 MAPS Creating Equipment E Main Menu Double click the Asset Menu Sohal Reset hier Double Click the Equipment menu option E Equipment AP Routes Only the Red required fields must be entered E Equipment MeteGauge Reading before the record can be saved AF Locations Lookup Vendor Safety NotesiJob Steps Waterials Specs Phs Meters Gauges Attachments Costs Revisions 3 4 View Work Orders fone Manufacturing Status in Service Keyword TRANSFORMER ALL ELECTRICAL TRANSFOR Rating j ie Critical Equipment eo Description 10 1500 2000 KVA DRY TYPE SUBSTATION WITH 480 VOLT SWITCHGEAR x gt Deparment BUILDING Building Complex Location Layout Level 1 Level 2 Level 3 Level 4 Level 5 STANDARD MAIN FACILITIES COOLTOWERS a S O OE Enter an Eqp ID Equipment Number and then press Enter Most facilities already have asset numbers establis
50. on Administration etc ie T Cost Centers lM Charge Codes Enter the Department Name and it s AP Departments Description Click Save m at the top of the window Click Close 4 at the top of the window Dept ENGINEERING Engineering Areas Requisition Approval Group Lookup sony Department Vs O_o Results Department amp Department Description ADMINISTRATIVE All Administration Areas BUILDING Building Complex ENGINEERING Engineering Areas TRANSPORTATION All Transportation Areas 35 MAPS O Create Cost Centers Double click the Cost Accounting H H Asset Administration Menu Administration Menu Es E Maintenance Administration Menu Double click the Cost Centers menu option H E Inventory Administration Wenu E Human Resources Administration Menu Enter the Cost Center Number Your internal ce ES pr ae a belomiond administration or accounting department will H ES Purchasing Administration Menu likely have numbers already defined for various S G Cost Accounting Administration areas il Cost Centers APY Charge Codes Enter the Cost Center Description on lie Departments Cost Center 1000 Description Maintenance Supplies Department FACILITIES ES All Facility Functions CostCenterRating 10 Lookup Safety Procedures Job Steps Bill of Materials PM Procedures J gp Result Cost Center amp Description Department 1 Administration ADMINISTRATIVE 10 Asset Adjustment Costs ADMINISTRATIVE 10 2 V
51. p MAPCON from scratch For an effective implementation follow the step by step list The sections that follow will try to follow this progression Items in Blue are covered in this Getting Started Manual 1 Required Data Entry to use System Sites Zones Users possibly already setup Security possibly already setup Review system switches settings DnD 2 Before entering Equipment Assets a Keyword Groups b Equipment Keywords Optional Data entry Cost Centers Departments Locations Vendors Manufacturers Safety Procedures Job Steps Materials Inventory Meter and Gauge Units Equipment Status Codes AT Ta r7oao 3 Before entering Locations a Location Layouts b Location Keywords Optional Data entry Cost Centers Departments Locations Safety Procedures Job Steps Materials Inventory TQ 70D a0 4 Before entering Work Orders a Entities to charge work orders against i e Equipment Locations or Cost Centers 5 Before Entering PM s a Entities to charge work orders against i e Equipment Locations or Cost Centers 16 MAPLZEX SECTION B SITES AND ZONES Note Zones are only available in the Pro version Sites and zones are used to segregate data in MAPCON Use Sites to segregate facilities in different physical locations such as plants in separate geographical areas cities states counties etc The primary features of sites are Separate corporate logos and verbiage on printed Purchase
52. r Control Menu Ee E Work Order Planning Menu To create a new PM Procedure click in the Title I E Preventive Maintenance Menu field to generate the next available PM Desc ly Ph Description indicated by NEWKEY displayed in the field The B B Ph Cycles actual PM Description number is displayed when ait Sra Generate PM VWvork Orders saved PM Desc PROUOS Pmooos B Title OSHA INSPECTION PREP OSHA INSPECTION PREP SEMFANNUALLY ANNUALLY JOSHAINSPECTION PREP SEMFANNUALLY Lookup SWE EquipmentLocations Cost Centers Routes Labor Materials Cycles Attachments Revisions Work Order Status Echeduled Type Inspection Preventive Priority lv Allow Duplicate York Orders Generate Work Orders On the Basis Of Date Last Done Advance Days eo Task INSPECT AND MAKE ANY PREPARATIONS NECESSARY TO HAVE ALL EQUIPMENT MEET OSHA REGULATATIONS SEE CURRENT OSHA SPEC SHEETS POSTED OR CONTACT TEAM LEADER 4 Enter a brief description for the nature of the work in the Title field Many facilities prefer to start with how often the PM is performed such as Daily Inspection Monthly Lubrication or Annual Overhaul 52 MAP22 The Basics select the Work Order Status The work order will have this status when generated e Basic PMs will have the Initiated status e The Planned or Scheduled status requires at least one Crew Craft Shift assigned on the Labor tab with at least one estimated Worker for one Hour of estimat
53. r Control Menu a Work Order Initiation ae Waintenance Menu H ES Work Request Menu E Work Order Control Menu li Work Order Initiation Dispatch Work Orders AR Work Order Printing P Work Order Update And Completion A After the Fact Work Orders 14 SPECIAL NOTES Create at least one keyword in the system before starting Equipment Data Entry Use the Next Level field to indicate which equipment number is the next level UP parent in the hierarchy Build from the top down so start by creating the primary piece of equipment first Click on the main tab to generate the next available work order number Enter all required red fields before saving the work order Quickly create work orders with a minimal amount of data and mouse clicks gt Preventive maintenance requirements should be identified Determine how often they occur by creating a Frequency Then Generate PM work orders Many facilities generate on Friday for the following week allowing time to plan labor and materials a g Maintenance Menu w E Work Request Menu H E Work Order Control Menu H E Work Order Planning Menu aE Preventive Maintenance Menu i Ph Description 15 Weekly monthly and Annual PM records need to be established prior to PM Generation PM s can be established right from the Equipment Location and Cost Screens MAPS Setup Steps The following is intended as a guide to setu
54. red field that must be entered before the work order can be saved ry Wainienenee iier Double click the Maintenance Menu gh TE Work R A Double click the Work Order Control Menu P aati Double click the After the Fact Work Orders menu S B Work Order Control Menu option AP Work Order Initiation Dispatch Work Orders l l z 2 Order Printing Only the red required fields must be entered before pun lie Work Order Update And Completion eS work order E After the Fact Work Orders been a Work Order Batch Completion Click on any tab or into any field to generate the next available WO indicated by NEWKEY displayed in the field The actual work order number is displayed when saved Type Atter the Fact Status Completed Zone WEIS Timecards Material MetersfGauges Charge Codes Costs i Fa Date Completed 02 08 2012 EH Back Erusha OO O Bla Defaults to Completed Status Equipment w 102 300 1B m Automatically adds Completion Date current Location PLANT PRODUCTION LINE 2 REPO ROOM date and Completed Bv current user Equipment Hierarchy Out of Service Time 102 PRODUCTION LINE2 Wa 102 300 REFRIGERATION Return to Service DE Time Actual Downtime Hours S 102 300 1 MOTOR FOF gm i A ana ann am MMI T S Fate S ction E E Problem Bad Leak from a cracked pipe ENEMU 4 gt E Comments Replaced pipe 4 gt Enter the user that comp
55. rison of codes Here s how it works security codes are assigned to icons menu options data entry windows or fields Users are assigned security codes in their User or Group Profile Upon login the system interprets a user s assigned security codes and compares them to the security codes assigned to icons menus or fields If the security code on an icon menu or field has a higher access level or does not belong in the user s list of security codes then those items are not displayed 21 MAPCE Example 1 lf INV5 is placed on the Inventory Main Menu then only users with the INV security codes and a number of 5 or higher can see the icon Users with INV1 INV2 INV3 and INV4 access would not see the Inventory Main Menu However users with INV5 INV6 INV7 INV8 and INV9 access will see the Inventory Main Menu Example 2 A user has two codes MNT2 and EQP5 If a security code of EQP7 is on the Equipment Data Entry menu option then the user will not see that menu option If a security code of MNT2 is on the Maintenance Main Menu and on the Initiate Work Order screen then the user will have access to those areas The Project Menu may have a security code of MNT9 which would prevent this user from seeing it For smaller operations consider using the company s initials and then a number from 1 to 9 to simplify the hierarchy of codes For example the Acme Boxing Company uses 3 simple categories ABC1 ABC5 and ABC9Y The sec
56. rms etc Assign attachments on the tab This quick start guide will focus on the minimal amount of information required to start generating PM work orders 54 MAPE Adding Assets to the PM PM Desc PM000S Title OIL CHANGE TRANSPORTATION eee EauipmentLocationsicost CentersiRoutes BEITAR ECI E em meristem meee a NEE Equipment Locations Cost Centers Routes For PM EquiLocrRice Description Equipment 370 T 112 TON CHEVY PKUP TRANSPORTATIO Equipment 550 T 2005 CHEVY SUBURBAN TRANSPORTA Equipment CONY 1 hM MAIN MOTER FOR CON Frequencies Cost Center Equipment Location Route At least one entity must be added to the PM Description for it to generate Select the Type of asset that requires the PM Definition Manually enter the asset or double click in the Eqp Loc Rt CC column for a lookup of equipment locations routes or cost centers The system will show the valid lookup based on the selected Type On the left hand side of the window click Frequencies shown below 2 Setup PM Frequencies PM Desc PMO00S Title OIL CHANGE TRANSPORTATION eee EquipmentLocations Cost Centers Routes iia ste Gi EEn EEEE Revisions Type Ewioment___ Ewtoerace noon Frequencies Dese PRODUCTION LINE 2 MAIN PLANT Extended Definition If equipment has meters then they will be displayed here to assign PM intervals Meters Units Curr Total LastP MT ot Interval Choose the frequency
57. s not immediately generated it will be the next time PMs are generated Click the tab G The gauge name as defined on the equipment i e 1 2 pipe gauge etc Units The unit of measurement PSI Temperature voltage Last Reading The last time this gauge was updated Lower Limit Enter the lowest value the gauge reading can be and be within tolerance Upper Limit Enter the highest value the gauge reading can be and be within tolerance Allow Duplicate Work Orders Generates a PM work order for each event when a gauge reading was entered outside of the tolerance range 59 MAPCE 3 Generate PM Work Orders 38 Maintenance Menu HE Work Request Wenu a E Work Order Control Menu H E Work Order Planning Menu a Preventive Maintenance Menu o A PM Description Select View amp Order Select PM Generation Method Select PM Generation Method PM Work Orders can be generated after the PM Descriptions have been created and their Frequencies defined Double click the Maintenance menu Double click the Preventive Maintenance Menu Double click the Generate PM Work Orders menu option Elapsed Time And WWeters Pms 54 Week Schedule Gauges Only Selective Phils Select the type of frequencies that should be generated Select All PMs to generate for all frequencies or choose individual frequencies The Selective PMs option allows you to choose a combination of a specific Equipment or Location or Cost Center an
58. should be directed to MAPCON Technical Writer Mapcon Technologies Inc 8101 Birchwood Ct Ste D Johnston IA 50131 Licensed Material All Rights Reserved Program Copyright 1989 2013 MAPCON Technologies Inc MAPCON is a registered trademark of MAPCON Technologies Inc MAP2eX INTRODUCTION MAPCON is a valuable tool to help you organize your maintenance activities and reduce your maintenance costs This guide will help you get MAPCON setup and running as quickly as possible For more information gt In each field press F1 for more detailed information or click the Help button at the top of the window gt Consult the MAPCON User Manual regarding any topic gt Our experienced professionals can help you find what you need Contact our knowledgeable Support Specialists at 800 223 4791 LOGGING INTO MAPCON Double click the red toolbox icon A Login window will appear asking for your User Name and a Password Enter the User Name and the Password you setup when downloading MAPCON Then Click to start MAPCON a OVERVIEW The MAPCON Data Entry Screen Main Menu Equipment r MAPCON File Edit Navigate Utilities Help GEE J B Main Menu a ics Asset Menu EY Equipment i Routes iy Equipment Meter sauge Reading i Locations pE Open And Completed work Orders Menu H ES Equipment Reports Menu H E Location Report Menu a ay Inventory Menu E ga 89 Human Resources M
59. t s create the next level Layout BUILDING FLOOR WING ROOM EE To create the next Level FLOOR To create the next Level FLOOR BUILDING amp First Double click and load the parent In our B Aca BUILDING example double click and load BUILDING_A Second Click the button i A 44 MAPS Layout BUILDING FLOOR WINGS ROOM After entering the floor complete the location record To create the next Level FLOOR by entering the description keyword etc When l o fa Third Enter the second level designation In finished Click Save then click Home this example enter 1 for the FLOOR Layout BUILDING FLOOR WANG ROOM To create the next Level WING BUILDING A Jtt First Double click and load the parent In our B ac BuLoINGA 1 example double click and load BUILDING_A Second Click the button BUILDING A floor 1 Layout BUILDING FLOOR WAG ROOM BUILDING BUILDING_A After entering the floor complete the location record by To create the next Level WING entering the description keyword etc When finished Click Thirds enter ieshidiieveldesonanane n Save nt then click Home cA this example enter WEST for the WING Continue the next step and add a Room to your location You have now created a four level location hierarchy BUILDING_A 1 West Room Having multiple levels for your physical locations provides a method of charging work to the building as a who
60. te MAPCON considers a work order completed once it has a completion date After saving the work order the status will change to Finished In the Comments field fill in wnat was done to correct this situation All other information is optional Tech Tip To track downtime use the Out of Service and Return to Service date and time fields MAPCON will calculate the difference between these values and automatically determine the Actual Downtime Click kil at the top of the window to update and complete the work order The system will prompt to verify the completion process If you click yes the system will ask if the work order should be sent to history Once a work order is in history it cannot be changed Whether or not these prompts are displayed can be configured trom the Maintenance Configuration window Click l on the top menu bar to close the window WORK ORDER PROCESS IS COMPLETE 49 MAPL2 SECTION F PROCESS A WORK ORDER conrT After the Fact One Step Work Orders Note After the Fact Work Orders are are part of the Advanced Maintenance Module Use an After the Fact Work Order to track work that has already been completed but needs to be recorded for work labor and material history An After the Fact work order is unique in two ways gt Only one screen is used to do everything You can create and close a new work order in a few clicks and keystrokes in seconds gt The Completion Date is a red requi
61. tezone tenus Employee Systern Options Colors E EE Select User Sltes from lookup of sites Select User Zones From Lookup of Zones site Description Browse Only Description EVAL hain Manufacturing l Operations Misc Maintenance Double click to assian Sites Site Administrato Default To the Primary Site During Data Entry Default to the Primary zone During Data Entry Double Click the Site field to view a lookup of available Sites Double Click the Site to select it Double Click the Zone field to view a lookup of available Zones for the selected Site s Double Click the Zone to select it Assign a Primary Site and Primary Zone for the user When the user performs lookups or creates records the system will use the Primary Site and Zone by default Check the boxes if this employee is a Zone or Site Administrator and can change Zone or Site information or add new ones Check the last boxes if their Primary Site or Zone should be used as the default for data entry 29 Click the WHE tab to assign menu access menu style and dashboard access Employee Id MECH v User W Employee UserLogin JMECH E E E rea Site7one Menus Maaa Colors Fevisions Double Click to set Main Menu E Main Menu MAIN MENU Menu Id Title ADM MENU Administration Wenu eeni Po ADM REP_MENUL Administration Report Menu ADM_ADV Advanced Administration Menu Display ADM ASSET MENU Asset Administration Menu Dash
62. ugh a parent company They may be located in different cities states or countries Zone is a way to separate areas within a Site They can physical or logical Physical Each area or department is considered a zone such as Administration Maintenance or Shipping Receiving Likewise each building may be a zone Logical three similar assembly lines may each have their own zone For example a process may start in one area for cutting continue on to another area for painting and finish in another area for assembly This whole process may be considered one zone Note Zones are only available in the Pro version 65 Work Request a process where problems with equipment and facilities were noticed and reported to maintenance workers Work Order a process where maintenance tasks are assigned to an asset and may include planning material and scheduling labor Preventive maintenance work orders are setup to generate on a repeated basis because the tasks are the same each time The work order not only organizes current activities but also provides a history of what was done and how long it took 66 MAP22 OTHER MAPCON SERVICES SUPPORT Mapcon Technologies Inc provides world class customer service to all of our valuable clients Your annual Support agreement provides unlimited phone calls e mail support and free upgrades as they are released MAPCON USERS GROUP MUG The Mapcon Users Group meets once a year to s
63. uman Resources Menu H ra PE E Double click the Employee Data Entry menu option aA Inventory Menu Note Employee information is accessible on the User Profile as well pge Maintenance Wenu E Employee Data Entry The number can be alpha numeric and some sites may Sa Timecard Data Entry choose to use a smart numbering system Examples of Employee Numbers Company assigned name login ID email address first initial and last name etc Employee ID 25 337 LastName aArcharnbault First Ml Lookup SWE Personal Emp Dependents Compensation Revisions zone Revin 1 a Display Name Deparment lv Weekends Shif Day Shift Internal Phone we Home Phone wre DSS x a gt PE Enter the employee s First and Last name and their middle initial Notice how the system formats the Display Name The Display Name is displayed on employee based reports such as the employees by craft report Feel free to change it s format such as to put the last name first Assign a Zone to the employee The system will add your primary zone as a default zone for the employee Double click the Zone field to select a different zone Click the options icon E to select the appropriate Crew Craft and Shift Use the Add option to create new records without having to close or leave this window Click Save kil at the top of the window when finished 31 MAPES SECTION D SETTING UP THE BASICS Menu Security
64. urity code SYS System Administrator is global and overrides all other system codes If the user in example 2 above had SYS1 access then they would have access to ALL of those menu items otherwise Therefore the highest level of access is SYSQ The security code ALL All users means just that all users will have access The security code NON No Users means no user will have access even SYS9 However there is a security option on the user group profile to enable these secured items For example the Purchasing Module is assigned NON access but as a system administrator you want to see this option 22 MAPS 1 Setup Security Codes Note Extensive security setup is only available in the Pro version 2g Administration Menu Double click the Administration Menu Double click the System Setup Menu Double click the Security Codes menu option a Asset Administration Menu a Maintenance Administration Menu H E Inventory Administration Menu H E Human Resources Administration Wenu H E Attachment Administration Menu Remember these are categories of various H ES Purchasing Administration Menu groups of potential users in your organization H ES Cost Accounting Administration Multiple security codes and access levels can H ES System Configuration Menu be assigned to a user group profile For 4 ES System Setup Menu example a user may have Maintenance and Inventory security designations o O lt
65. uthorizations roles for each module Then when you assign a user to this group they will inherit these authorizations For example users in a Maintenance Planner Group can approve work orders but users in a Maintenance Clerk group cannot System Option Review the a tab to enable disable system wide security options such as allowing a user to change record keys or allowing a user to modify menus Various look and feel options are also available Click Save el at the top of the window when finished 26 4 Setup a User and assign a password security and authorizations Double click the Administration Menu sag Administration Menu Double click the System Setup Menu i Asset Administration Menu Double click the User Profile menu option H E Maintenance Administration Menu ist ES Human Resources Administration Menu Note This step is optional for employees who do HE Attachment Administration Menu not login to MAPCON However employee nis Purchasing Administration Menu information can be entered here by checking the E E Cost Accounting Administration m V7 Emplovee option ES System Configuration Menu SE System Setup Menu A Security Levels Check the L SET option and enter a User APY Group Profile Login name A common practice is to use the AP User Profile user s first initial followed by their last name Employee 1 ZI vee Z Ema usero neck IE Lookup Authorizations Site Zone Menus Employee System Options
66. words MOTOR AC and MOTOR DC could be grouped together under the keyword group MOTORS Enter Equipment Keyword Groups d a T P E EEA Double click the Administration Menu icon m Double click the Equipment Administration aE Asset Administration Menu Menu AE Equipment Administration Menu Double click the Equipment Keyword Group a Tii Equipment Keyword Group menu option Equipment Keywords AF Gauge Units of Measure Enter a Group ID then press Enter OO F Keyword Groups 2 Group ID amp Description FACILITY MOTOR AI AC and OC Motors PLANT Plant Operations VEHICLE Automotive Enter the Keyword Group Description Click Save tel at the top of the window when finished 37 MAPEGH Enter Equipment Keywords Double click the Administration Menu sag Administration Menu Double click the Equipment Administration E Asset Administration Meru nie ig caom K 4 a Ee Equipment Administration Menu es cia el la aon eae meee f option gt ii Equipment Keyword Group Equipment Keywords Enter a Keyword and Description Then AF Gauge Units of Measure assign a Keyword Group ID MOTOR AC AC MOTORS Group All AC and DC Motors v i Main Titles These specification titles will appear on equipment records having this keyword Each title HORSEPOWER will have an associated value for LINE VOLTAGE the equipment item such as MANUAL STARTER 300hp for Horsepower RELAY There is no limitation on the SAFETY DEVICE number
67. yword ID and then its description In the Titles table enter in common attribute titles you want to track for this type of location These are similar to equipment keyword specification titles Some examples Floor Covering Wall Covering Length or Width Click Save kil at the top of the window when finished 42 MAPE Creating Locations Note Location hierarchy is only available in the Pro version E Main Menu Double click the Asset Menu ma Asset Menu r i Double click the Locations menu option e Eguipment a Routes i Equipment Weter isauge Reading ee Locations Layout Level 1 Level 2 Level 3 Level 4 Level 5 fRooucTion Juez Jp Lookup Safety Proce Job Steps Bill Matenas Set Proce Equipment Attachments Costs Purchases Zone Manufacturing Location Levels are based on the layout Keyword FACILITY GENERAL BUILDING AREAS SE Open Work Orders Description PRODUCTION SECTION LINE 2 WASSEMBLY Cost Center 3200 Production Fabrication Deparment PRODUCTION All Production Areas Layout BUILDING FLOOR WAC ROOM BUILDING KING HOSP QOPER ROOM The headers change when the layout changes The first thing to decide when entering a new location is what Layout you want to use The layout you choose will potentially change the labels across the screen to something more related to the location structure you will create such as Building Floor and Room 43 MAPES Layout BUILDING FLOO

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