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eMaint MX Users Guide

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  • 1. eMaint Mobile MX 1 User Manual eMaint Mobile MX User Manual Table of Contents Introduction ............................................................................................................................................. 2 System Requirements – Client PC ....................................................................................................... 2 System Requirements – Mobile Device ................................................................................................ 2 Installing eMaint Mobile MX ..................................................................................................................... 3 Icon Legend ............................................................................................................................................ 4 Setting up your User Information .......................................................................................................... 5 Work Order Management ........................................................................................................................ 6 Downloading Work Orders ................................................................................................................... 6 Managing Work Orders ........................................................................................................................ 7 Work Order Details .............................................................................................................................. 8 Closing Work Orders ......................................................................................................................... 10 Unscheduled Work ............................................................................................................................ 11 Creating/Editing Unscheduled Work ................................................................................................... 12 Clear Unscheduled Work ................................................................................................................... 14 Uploading Work Orders ..................................................................................................................... 15 Inventory Control ................................................................................................................................... 16 Issue Parts ........................................................................................................................................ 16 Returning Parts.................................................................................................................................. 17 Adjust Inventory ................................................................................................................................. 18 Add Parts .......................................................................................................................................... 19 Transaction List ................................................................................................................................. 20 Transaction List Detail ....................................................................................................................... 21 Upload Inventory Transactions........................................................................................................... 22 Clear Inventory Transactions ............................................................................................................. 23 ©2007 eMaint Enterprises LLC
  • 2. eMaint Mobile MX 2 User Manual Introduction System Requirements – Client PC A PC with an internet connection Microsoft® Windows 2000 Service Pack 4, Windows Server 2003 SP1, Windows XP Media Center Edition, Windows XP, or Windows XP Tablet PC Edition with Active Sync 4.2, Internet Explorer 6.0 (or later), .NET Framework 2.0 (or later), and .NET Compact Framework 2.0 SP2 (or later) -Or- Microsoft® Windows Vista – All Editions, with Windows Mobile Device Center 6.0 or later (included with Vista), Internet Explorer 7.0 or later, .NET Framework 2.0 (or later), and .NET Compact Framework 2.0 SP2 (or later) Active Sync is available for free download here: http://www.microsoft.com/windowsmobile/activesync/default.mspx .NET Framework 2.0 is available for free download here: http://www.microsoft.com/downloads/details.aspx?FamilyID=0856EACB-4362-4B0D-8EDD- AAB15C5E04F5&displaylang=en .NET Compact Framework 2.0 SP2 is available for free download here: http://www.microsoft.com/downloads/details.aspx?FamilyID=aea55f2f-07b5-4a8c-8a44- b4e1b196d5c0&DisplayLang=en System Requirements – Mobile Device Microsoft® Windows Mobile Version 2003 Second Edition or later ©2007 eMaint Enterprises LLC
  • 3. eMaint Mobile MX 3 User Manual Installing eMaint Mobile MX If you have not already done so, make sure that Active Sync (Windows 2000, Server 2003, XP) or Windows Mobile Device Center (Windows Vista) is installed, then connect your device to the PC. Follow any on screen prompts that may follow (consult your device’s documentation for further information). If .NET Framework 2.0 and .NET 2.0 Compact Framework (or later) are not yet installed on the PC, do so at this time. Refer to the documentation provided with .NET 2.0 for help with installation, or contact your System Administrator. Locate the setup.exe on the MX Mobile Installation CD and run the program. In Windows 2000, Server 2003 and XP – The installation window will show a selection box with options to install: eMaint MX, SQL mobile, SQL mobile ENU, and SQL mobile (replication). Leave each of these options checked and click Install. Upon completion of each component, you will receive a message to check the device for any additional install information. In Windows Vista, you will be taken directly to the Application manager window On the following screens you will be prompted to install each component (fig. 1a) and then check the screen of the mobile device for additional steps (fig. 1b & 1c) Fig. 1b Fig. 1a Fig. 1c ©2007 eMaint Enterprises LLC
  • 4. eMaint Mobile MX 4 User Manual Icon Legend Many icons are used to get around in eMaint MX. This list will help you get familiar with the icons and their functions. - Close – Closes the window and return to the previous page - Create – Creates a new work order/transaction - Delete – Deletes the work order/transaction - Detail – Shows the details of the selected item - Download – Downloads work orders - Filter – Filters search criteria - Go Back – Returns to the previous page - Next – Next tab - Preview – Checks with the online account for open work orders - Previous – Last tab - Save – Saves any changes to the form - Show All – Shows all work orders without any filters - Upload – Uploads work orders/transactions to the online account - View Errors – Navigates directly to the Transaction List after uploading Inventory Transactions ©2007 eMaint Enterprises LLC
  • 5. eMaint Mobile MX 5 User Manual Setting up your User Information With the mobile unit docked and connected to a computer with an Internet Connection, select the eMaint MX icon from the start menu. From the Main Screen, select the File menu, then User Information. On the following screen, you’ll need to fill out the following information: Account ID – This is your eMaint X3 User Name Company – Your company’s name User ID – This is your Maintenance Contact ID that is associated with your work orders User Name – Your name Password – The password you use to access X3 URL – this should not change; the information in this field is setup by eMaint On the Proxy Settings tab, insert the proxy server information (if any) needed to allow the device to access the internet through your PC. You may need to obtain this information from your IT department. Click the button to save the changes, then the button to return to the main menu. The Main Menu will now show your Company Name and the Assigned To will now read your full name. ©2007 eMaint Enterprises LLC
  • 6. eMaint Mobile MX 6 User Manual Work Order Management Downloading Work Orders On your mobile device, click the File menu, Data Management, then the Download Work Orders menu option. On this screen, you’ll be able to download any work orders that have a status of O (Open). Use the down-arrows to the right of each date field to display the Date Chooser and select a date for each field. After inserting the date range, click to display the number of open work orders available for download. The button will become available if there are work orders available for download. Click and the work orders will be downloaded to the handheld unit. ©2007 eMaint Enterprises LLC
  • 7. eMaint Mobile MX 7 User Manual Managing Work Orders To view downloaded work orders, return to the Main Menu and click the Work Orders menu, then Work Order Management. If no work orders were downloaded, this menu option will not be available (gray). You will be shown a screen with an Asset ID Filter field. This is an optional field which can be bypassed by clicking the button. The displays all work orders from the last Work Order Download. If you wish to filter the list by Asset, either scan the barcode of an Asset or enter it by hand, then click the button. This will display the work orders for that Asset only. The work order list displays the following information: WO – The work order number Asset – The asset’s description Status – The status of the work order. O is for Open, H is for Closed (History) If any of the fields aren’t long enough to view, you can adjust the field size by clicking the right side of the column box and dragging it to the desired size. When the fields are longer than the screen width, a horizontal scroll bar will appear allowing you to scroll left and right. To view the detailed information of the work order, click the work order and click the button. To go back to the Asset ID Filter screen, click the button. ©2007 eMaint Enterprises LLC
  • 8. eMaint Mobile MX 8 User Manual Work Order Details The work order page shows the details of the work order across three tabs. Clicking the tabs at the bottom will display its information. The and buttons will switch to the next and previous work order.  Work Overview – Contains the basic information about the work order  WO – The work order number  WO Type – The type of WO. Some examples are PM, Maintenance, Emergency, etc.  Comp. ID – The ID of the asset the work is being performed on  Component – The description of the asset the work is being performed on  Task Description – a brief description of the work to be performed  Full Description – Contains the description of the work order  Work description – The full description of the work to be performed. If the description is longer than the page, a vertical scroll bar will appear on the right of the screen so you can scroll through the page ©2007 eMaint Enterprises LLC
  • 9. eMaint Mobile MX 9 User Manual  Other Info – Contains extra information about the work order  WO Date – The date and time the work order was created  Route No – if the WO is a part of a route, the route number will be displayed here  Customer – The name of the customer the work is being performed for  Capacity - The capacity of the container if the asset requires a (re)fill  Downtime – If a shutdown is required, this is the approximate length of time the asset will be offline The Other Info tab is the only part of the work order that can be edited. When finished, click the button to save the changes. Clicking the button without saving first will void any changes. ©2007 eMaint Enterprises LLC
  • 10. eMaint Mobile MX 10 User Manual Closing Work Orders When you are ready to close a work order, click the button on the work order to display the Close Out page. Your options on this page are: Closing Date – The date the work order is closed. The default value is the current date. You can edit this field by clicking the down-arrow on the right of the field and using the pop-up calendar to select the new closing date. Comments –This field is carried over from the online account and can be edited and/or added to. Closed – Click this check box if you want to mark the work order as closed. A message on the work order’s detail page will appear in red text stating the Closed status. In addition, the Status will change to H on the Work Order List screen. Click the button to save any changes. A confirmation box will appear to verify your selection. Clicking Yes will save and exit, clicking No will exit without saving and clicking Cancel will return you to the Work Order Closeout screen without saving. Click the button to return to the work order detail. The button does not save changes. Be sure to click first or the changes will be lost. ©2007 eMaint Enterprises LLC
  • 11. eMaint Mobile MX 11 User Manual Unscheduled Work The Unscheduled Work section is for creating work orders in the field. It is intended to record basic information only and should be completed when uploaded to the account. From the Main Menu, click the Work Orders menu, then the Unscheduled Work option. The list display shows any work orders entered since the last upload. If the list is blank, either all the unscheduled work orders have been successfully uploaded to the account or the unscheduled work orders have been cleared by the File > Data Management > Clear Unscheduled Work option. The Unscheduled Work list displays the following information: WO – The work order number Asset – The asset description Status – The status of the work order. O is for Open, H is for Closed (History) If any of the fields aren’t long enough to view, you can adjust the field size by clicking the right side of the column box and dragging it to the desired size. When the fields are longer than the screen width, a horizontal scroll bar will appear allowing you to scroll left and right. To view the detailed information of the work order, click on the work order and click the button. To create a new Unscheduled Work Order, click the button. To go back to the Main Menu screen, click . ©2007 eMaint Enterprises LLC
  • 12. eMaint Mobile MX 12 User Manual Creating/Editing Unscheduled Work To create a new unscheduled work order, click the button on the Unscheduled Work List. To edit an existing entry, highlight the item and click the button. The Unscheduled Work detail screen has the same fields as the Work Order detail screen. The Unscheduled Work is split into three tabs, each with information pertaining to it. Clicking the tabs at the bottom will display its information. The and buttons will switch to the next and previous unscheduled work order.  Work Overview – Contains the basic information about the unscheduled work order  WO – The work order number. This is the only non-editable field. The number will be changed during upload to avoid work ID conflicts.  WO Type – The type of WO. Some examples are PM, Maintenance, Emergency, etc.  Comp. ID – The ID of the asset the work is being performed on  Component – The description of the asset the work is being performed on  Task Description – a brief description of the work to be performed  Full Description – Contains the description of the work order  Work description – The full description of the work to be performed. If the description is longer than the page, a vertical scroll bar will appear on the right of the screen so you can scroll through the page ©2007 eMaint Enterprises LLC
  • 13. eMaint Mobile MX 13 User Manual  Other Info – Contains extra information about the work order  WO Date – The date and time the work order was created  Route No – if the WO is a part of a route, the route number will be displayed here  Customer – The name of the customer the work is being performed for  Capacity - The capacity of the container if the asset requires a (re)fill  Downtime – If a shutdown is required, this is the approximate length of time the asset will be offline When you are finished creating or editing the work order, click the button to save the changes. A confirmation box will appear to verify your selection. Clicking Yes will save and exit, clicking No will exit without saving and clicking Cancel will return to the Parts Detail without saving. If you click the button without clicking first, any changes you’ve made will be lost. If you wish to close the work order, you may do so at any time. Click the button to display the Close Out screen for the Unscheduled Work order. Closing Date – The date the work order is closed. The default value is the current date. You can edit this field by clicking the down-arrow on the right of the field and using the pop-up calendar to select the new closing date. Comments – Enter any comments you may have. Closed – Click this check box if you want to mark the work order as closed. A message will appear on the detail page stating the work order is closed. In addition, the Status will change to H on the Work Order List screen. Click the button to save any changes. A confirmation box will appear to verify your selection. Clicking Yes will save and exit, clicking No will exit without saving and clicking Cancel will return to the Parts Detail without saving. Click the button to return to the work order detail. The button does not save changes. Be sure to click first or the changes will be lost. ©2007 eMaint Enterprises LLC
  • 14. eMaint Mobile MX 14 User Manual Clear Unscheduled Work The Clear Unscheduled Work option removes all unscheduled work orders from eMaint MX permanently. Go to File > Data Management > Clear Unscheduled Work. A confirmation window will appear to verify your choice. Click the OK button to delete the work orders. Click the Cancel button to return to the Main Menu. ©2007 eMaint Enterprises LLC
  • 15. eMaint Mobile MX 15 User Manual Uploading Work Orders Uploading work orders sends closed work orders to the X3 account and clears the mobile unit of open work orders. To upload the work orders to your account, go to the File menu, Data Management and click the Upload WO option. Use the Download WO option to retrieve open work orders. On the Data Upload screen, the message at the top will summarize the number of Work Orders and Unscheduled Work Orders to be uploaded. To upload, click the button. A confirmation screen will appear to verify your selection. Clicking Yes will synchronize eMaint MX with your online account. Clicking No will return you the Data Upload summary. Click the button to return to the Main Menu. If there were no errors encountered during the upload, a message will report the successful upload. If there were any errors, the message will itemize which items failed and the error message pertaining to that item. All work orders and unscheduled work orders, regardless of its open or closed status, will be uploaded to the account and removed from the device. To retrieve the open work orders, use the Download WO procedure found on page 5. ©2007 eMaint Enterprises LLC
  • 16. eMaint Mobile MX 16 User Manual Inventory Control Issue Parts To issue a parts charge to a work order, from the Main Menu select the Inventory menu, then Issue Parts. The parts charge screen will automatically fill in your Contact ID. There are two options for charging your part: Work Order # - this will issue the parts charge to the work order you specify in the field below the selection Asset ID – this will charge the parts directly to the Asset ID that you specify in the field below the selection If there’s an account number associated with the parts charge, enter it in to the Account # field. Either scan the barcode of the part or enter the item number into the Item # field. Input a quantity into the Quantity field by either typing it manually or using the up and down arrows. Click the button, then click the button to return to the previous menu. Failing to click before clicking will lose any changes you have made. ©2007 eMaint Enterprises LLC
  • 17. eMaint Mobile MX 17 User Manual Returning Parts To return a parts charge from a work order, select the Inventory menu, then select Return Parts. The Return Parts screen is very similar to the Issue Parts screen. The Employee field will automatically fill in your Contact ID. There are two options for charging a part: Work Order # - this will return the parts charge to the work order you specify in the field below the selection Asset ID – this will return the parts directly from the Asset ID that you specify in the field below the selection If there’s an account number associated with the parts charge, enter it in to the Account # field. Either scan the barcode of the part or enter the item number into the Item # field. Input a quantity into the Quantity field by either typing it manually or using the up and down arrows. Click the button, then click the button to return to the previous menu. Failing to click before clicking will lose any changes you have made. ©2007 eMaint Enterprises LLC
  • 18. eMaint Mobile MX 18 User Manual Adjust Inventory To adjust a parts charge for a work order or asset, select the Inventory menu, then select the Adjust Inventory option. This screen is very similar to the Issue Parts screen. The Employee field will automatically fill in your Contact ID. There are two options for charging a part: Work Order # - this will adjust the parts charge to the work order you specify in the field below the selection Asset ID – this will adjust the parts charge directly to the Asset ID that you specify in the field below the selection If there’s an account number associated with the parts charge, enter it in to the Account # field. Either scan the barcode of the part or enter the item number into the Item # field. Input a quantity into the Quantity field by either typing it manually or using the up and down arrows. Click the button, then click the button to return to the previous menu. Failing to click before clicking will lose any changes you have made. ©2007 eMaint Enterprises LLC
  • 19. eMaint Mobile MX 19 User Manual Add Parts To add a part to the inventory, select the Inventory menu, then select Add Part. Enter a unique part number in the Part # field. You can enter a description in the Description field. It has a 32,767 character limit which allows for long descriptions if necessary. Use the Location field to specify where the part will be located in stock. This field can be left blank. To enter the On Hand value, use the up and down arrows to increase and decrease the amount or manually enter the value. Click the button, then click the button to return to the previous menu. Failing to click before clicking will lose any changes you have made. ©2007 eMaint Enterprises LLC
  • 20. eMaint Mobile MX 20 User Manual Transaction List To view a log of transactions, select Inventory, then Transactions List. The Transactions List displays all previous and pending inventory transactions. When you use any of the options in the Inventory menu, it will be logged here. This list corresponds with the Upload Inventory Transactions menu option (see page 21). Items listed as True have been uploaded successfully. Items listed as False are either pending transfer or failed to upload. The column headers are: UL – Upload status tells you if the upload was successful. Transactions that haven’t been uploaded will be listed as False Type – The type of transaction. Options are Add, Adjust, Issue and Return Qty – The quantity of the part Item – The part number of the item WO – The work order number that the part corresponds to Error – If the UL is listed as False due to an upload error, the error message will be displayed here Any transactions listed as False will attempt to upload every time an inventory upload is performed. Once successful, transactions will not be uploaded again. ©2007 eMaint Enterprises LLC
  • 21. eMaint Mobile MX 21 User Manual Transaction List Detail Highlighting an item on the Transaction List and selecting the button will display the details of the part. If any uploads failed, this is where any adjustments can be made to the part. When you are finished, be sure to click the button or your changes will not be saved. If you wish to delete the transaction, click the button. Deleting the transaction will remove it from the transaction list and will not be synchronized when uploading inventory transactions to the account. If you want to go back to the Transaction List without making changes, click the button. When Clicking or , a confirmation screen will verify your changes. Yes will save and exit, No will exit without saving and Cancel will not save and return to the part detail. ©2007 eMaint Enterprises LLC
  • 22. eMaint Mobile MX 22 User Manual Upload Inventory Transactions To upload the inventory transactions to your online account, go to the File menu, Data Management and click the Upload Inventory Transaction option. On the Data Upload screen, the message at the top will summarize how many transactions in the Transaction List will be uploaded and how many transactions have already been uploaded. To upload, click the button. A confirmation screen will appear to verify your selection. Clicking Yes will synchronize the handheld device with your online account. Clicking No will return you to the Data Upload summary. Clicking the button will return you to the Main Menu. If there were no errors encountered during the upload, a message will report the successful upload. The item’s UL will change to True in the Transactions List. If there were errors, the message will itemize which items failed and the error message pertaining to that item. The Transactions List will display the item as False and the error will logged for future reference. If you wish to view the errors, click the button to go straight to the Transaction List. ©2007 eMaint Enterprises LLC
  • 23. eMaint Mobile MX 23 User Manual Clear Inventory Transactions The Clear Inventory Transactions option removes all transactions from eMaint MX that are pending upload. Any transactions that have been uploaded previously will not be effected. Go to File > Data Management > Clear Inventory Transactions. A confirmation window will appear to verify your choice. Click the OK button to perform the deletion. Click the Cancel button to return to the Main Menu. ©2007 eMaint Enterprises LLC