Work Orders Work Request Parts/Inventory Purchasing Report Writer General Features

Work Orders

• Collect time by day or week
• Track Preventive, Corrective and Emergency Work Orders through initiation, planning, approving, scheduling, performance, completion and sign-off in a paperless environment.
• Complete Work Order records stored in a History database.
• Work Orders can be created from history or active Work Orders.
• Work Orders can be restored from Work Order History to Active Work Orders.
• Both estimated and actual times and costs are stored for work orders.
• Automatic notice of equipment under warranty or contract.
• Generate Work Order subordinates to a parent or project Work Orders to report costs of a project
• Extensive free form text area provided for descriptions, instructions and/or comments.
• CAD drawings can be accessed, red-lined, annotated, associated with and printed with the Work Order.
• Graphic images can be accessed from the Work Order screen and selectively printed with the Work Order.
• Personnel time records can be input directly in the Work Order module.
• Work Order completion can automatically create a time record for the assigned worker.
• Route Work Orders for review automatically to individuals or per predefined approval lists.
• Material request and parts reservation system accessible from Work Order.
• Purchase Orders can identify Work Orders for line items with optional automatic issue of parts to Work Order upon receipt.
• Work Order completion data can be collected via bar code reader.

Work Requests

• Stand alone work request module available to run on older PCs.
• Work Request History allows the requestor to see what happened to each request.
• Attachments (Graphics, Cad, Diagrams, etc.) can be included in a work request by requester.
• Both requestor and logged-in user recorded for each request.
• Work request input screen can be modified to consist completely of drop down menus.
• System can be setup such that only reviewed and approved Work Requests become Work Orders or such that all Work Requests become Work Orders.
• System to automatically notify requester via e-mail upon status change of work request.
• Internet and/or Intranet based optional Work Request module available.

Parts/Inventory

• Automatic Parts transfers between store rooms.
• Unlimited alternate parts and vendors.
• All parts transactions are date, time and user ID stamped.
• Fully-featured Parts History including before and after values.
• Access Material Safety Data Sheets (MSDS) directly from parts.
• Full bar-coding capabilities supported.
• Track stock and non-stock parts appropriately.
• Parts History logs usage statistics and transactions for each part.
• Graphics and images may be attached to parts, such as parts pictures and parts explosion diagrams.
• Multiple warehouse/store room support.
• Full security limiting user to specific store room(s).
• Automatic generation of transfer requests.
• Repairable spares supported.
• Consignment inventory is supported with separate purchase requests from automatic purchasing.
• Consignment needs transmitted electronically to the vendor.
• Electronic Vendor price lists may be automatically imported.

Purchasing

• Complete processing of purchasing information from requests through pricing, approvals, and issuing to parts receipts and invoice tracking.
• Department codes, accounting codes, tax information, etc. can be identified at the header line item level.
• Multiple line items for the same part, but for different accounts can be included.
• Full automatic purchasing capabilities are included with user controlled reorder quantity calculations.
• Received parts may be issued directly to Work Orders or Equipment.
• Detailed Receipt History information stored.
• Receipts update inventory quantities and prices, and tracks partial receipts and backorders.
• Direct link to Vendor's Internet web page is available.
• Completed Purchase Orders may be stored in Purchase Order History databases.
• Unlimited Vendor/Part data can include prices, delivery times, performance statistics, etc.
• Multiple Purchase Request items for the same vendor can be automatically consolidated into one Purchase Request.
• Blanket Purchase Orders supported.
• Complete Purchase Order - Change Order support.
• Purchase Orders may be printed, faxed or sent via EDI to Vendors.

Vendors

• Vendor/Stock type cross-reference identifies the types of goods and products available from the Vendor.
• Vendor contracts management is supported.
• Vendor data, such as addresses, account number, etc. used automatically by the purchasing module.
• Free-form text available for Notes.
• Vendor performance can be analyzed on each delivery.

Report Writer

• Customizable Report Writer Included.
• Existing Reports are modifiable by the end user
• User defined filters can be saved for each report.
• Saved filters can be accessed by all users or limited only to specific users.
• Reports can be setup with user selected sort choices without the need for separate reports for each report.
• Complex calculations are simplified with a full library of powerful functions.
• User defined functions can be added to the report function library.
• Report output can be viewed and printed or output in files in various formats such as ASCII text, spreadsheets, HTML or database.
• Bar codes can be included on any report in any module.
• Bar code fonts are included with the system.
• New reports can be created and added to the system.
• Graphic report formats are such as pie charts, line and bar charts in two and three dimensions are included.

General

• User definable security down to the field and function level.
• Databases (tables) can be filtered to display only records relevant to the user's needs and these filters can be saved for later use.
• Data can be organized and displayed in a Microsoft Internet Explorer format.
• User selective data archiving and restoration.
• Support for mass change of equipment, parts and vendor identifiers.
• Data stored in industry standard ODBC compliant format.
• Database changes tracked via a change log. Which records when, by whom and why.
• All screens and data input interfaces customizable by the end-user.
• All field lengths customizable by the end-user.
• Field names and descriptions customizable by the end-user.
• Data validation (such as case and structure) controlled by the end-user.
• End-user can create new lookup lists and add lookup lists to all fields.
• System includes a data dictionary to control data validations.
• End-user able to add, revise and delete fields in existing tables and databases.
• Browse user definable list views and add, revise and delete displayed fields.
• Add, revise and delete user definable indexes.
• Screens may be completely modified so that individual users or user groups have different screens.
• Database lookup lists location (which fields) and content (which list) controlled by the end-user.
• User definable data dependent field lookups (Example: failure codes only appropriate for electrical problems are displayed for electrical equipment).
• Default values may be specified for each field by the End-User.
• Lookup list tables may be modified by an authorized user (Determined by security rights) from the lookup window.