Proteus mmx overview


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Proteus mmx overview

  1. 1. Eagle Technology, Inc. 11019 N. Towne Square Road Mequon, WI 53092 (800) 388-3268 ProTeus MMX is a web-based solution for Facility and Enterprise Asset Management. Hosting a top level down architecture, the major functions are separated into modules for ease of use and understanding; yet integrated to provide maximum utilization and optimization. The software was developed using C-# and .Net 4.0. ProTeus MMX can be installed on Windows 2003 or 2008 server. The database backend can be installed on SQL Server 2005 or 2008. The web server portion will need to be installed on IIS 6 or 7. ProTeus MMX helps manage both Preventive and Corrective (Demand) maintenance, parts inventory, labor, purchasing and much more for enhanced maintenance productivity. The software provides a cost-effective maintenance management solution for any size organization. ProTeus MMX is fully integrated with popular Building Automation Systems to generate automated work orders upon receipt of alarms, runtimes and/or triggers. Eagle Technology provides ProTeus MMX in two different options. The first option is a hosted version or SAAS (Software as a Service). With this option the database would be hosted by Eagle and we would perform software updates and maintenance as well as daily backups. The second option is to install the software at your location, on your servers. Global features throughout the product include: • No software to install on workstations. • Quick Links to access frequently used modules. • Automatically print, email or send work orders to a mobile device. • Grid Ordering and Sorting. • View Drawings, Videos, user manuals, maintenance instructions etc. for assets, parts and work orders. -1-
  2. 2. The product includes the following modules: Work Order Masters – Create and maintain a complete plan for scheduled maintenance on assets with the Work Order Masters module. A master plan created within this module contains detailed information of the maintenance job requirements, including tasks to be performed, labor requirements, material and labor costs and downtime. A work order can be activated based on a schedule or runtime. The multi- cycle feature allows a variety of tasks to be included within the work order master, yet only applicable tasks are displayed with each cycle type activation. All work orders are displayed in the Planner providing a comprehensive overview of maintenance activities. Work Orders – Update activated Work Order Masters and respond to service requests, emergency breakdowns or other non-routine maintenance activities with a “Demand Maintenance” work order. The work order not only provides detailed information of the maintenance job requirements, but it also provides a permanent record of the employee, material and labor costs, failure cause, downtime, as well as work performed. All work orders are displayed in the Planner providing a comprehensive overview of maintenance activities. Assets – The comprehensive Assets module contains a complete record of all equipment, as well as related maintenance activity and costs. Enter and track important warranty information, location and history of all equipment and subassemblies that are the responsibility of the maintenance department. Report information obtained from this data is essential for life cycle costing, equipment maintenance, manpower and cost budgeting, as well as downtime scheduling. Customer – The Customer module maintains a complete profile and record for an unlimited number of customers (or buildings). This data includes company information, assets maintained, and both assigned and scheduled work orders. Viewed from the Planner, details are available for each day or a complete week. The Customer module is ideal for service contractors or customers with multiple facilities and provides at-a- glance view of all equipment and work orders for a selected facility. Planner – A comprehensive planner provides a visual presentation of all maintenance activity, along with the capability to re-assign and re-schedule resources to accommodate ever-changing resource availability. Work orders can be sorted by the assigned employee or the asset being serviced. Setting information parameters to display only the timeframe desired further assists in the management and analysis of maintenance activities. Planner displays current, overdue and upcoming work orders in calendar view, which helps plan for equipment availability, identify resources and eliminate over-scheduling. Choose one or a group of work orders for technician reassignment; or to change, add or delete labor. Time Card – Update labor to all work orders associated with a given employee with the Time Card module. This shortcut significantly reduces the amount of time required for -2-
  3. 3. labor entries by eliminating the need to open each individual work order, as all active work orders assigned to any employee are displayed in a quick list. Parts – Parts usage and other reports assist in reducing capital investment. ProTeus MMX offers a complete inventory control system for MRO parts which contains relevant information for ordering, stocking and usage including multiple stockrooms. Inventory can be easily moved between stockrooms using the convenient move ticket function. Additional displays include quantity on-hand, parts allocated, parts on-order, inventory location, and re-order points, which help insure against stock shortages. Multiple Vendors can be assigned to each item to facilitate parts and consumables purchasing. The Inventory module is linked with many other modules in ProTeus MMX, which allows for extensive lookups and cross-referencing capabilities. Employee – Keep track of maintenance personnel and skills-related information with the Employee module. Multiple labor codes and multiple labor rates can be assigned to each employee. You also have the ability to set non-working days for your employees. Vendors – The Vendor module houses a master list of vendors used for service work, assets and inventory. It includes all relevant data applicable to each vendor, such as vendor contacts and other usefull information. Purchasing – The integrated purchasing module is tied directly to the inventory module, facilitating automatic purchase requisitions based on inventory levels and criteria. Purchase requisitions and orders can be created, edited, printed and closed from within the purchasing module. Add anything from a Blanket PO to a ship to address, all from one convenient module. Contractors – The Contractor module contains a list of outside contractors who service or are responsible for your assets. Contractors can be assigned to work orders to keep track of their service time and material costs. All modules work together to provide a comprehensive maintenance management package suitable for small facilities through the most sophisticated environments. The human engineered and user-friendly screens allow for heightened user operability. -3-
  4. 4. Work Order Functions Work Order Master The Work Order Master Module is used to create preventive maintenance work orders. Each PM work order describes the tasks to be done, parts needed, tools required, labor, and other pertinent information. Work Order Masters can accommodate multiple parts, equipment, labor, contractors and cycles for each asset, creating an all-inclusive, life- cycle maintenance plan. Work Order Masters can also be used to create templates for work orders that are frequently performed, but have no schedule. Advanced features include auto-activation and auto-print capabilities, while the email work order function helps create a timesaving and paperless system. Preventive maintenance not only optimizes asset performance, but it also extends its life cycle. -4-
  5. 5. Multi-Cycle Scheduling Multi-Cycle Scheduling allows multiple cycle frequencies to be applied to a single Work Order Master. Cycle types include: daily, weekly, monthly, yearly and runtime. Any combination of cycles can be established for a single work order. When a PM reaches its activation date for a cycle, it will become active. -5-
  6. 6. Runtime Schedule PM work orders can also be activated according to runtime schedules. The runtime schedule is used for equipment that requires preventive maintenance based on a specific nuber of units (hours,miles,ect.). ProTeus MMX offers the flexibility to maintain your equipment the way it was intended to be. Alarms / BACnet Work orders can also be activated by alarms generated by Building Automation Systems. Equipment alarms can then produce work orders with response procedures, providing a record of asset failures or performance fluctuations. -6-
  7. 7. Mobile The Mobile interface allows work orders and asset information to be sent to compatible mobile devices. Once on the work orders are in the mobile device technicians can update and complete the work orders. -7-
  8. 8. Work Orders The Work Order module is used to update, print and close scheduled maintenance work orders that were created in the Work Order Masters module. It’s also used to create, print and/or close maintenance jobs in response to maintenance service requests, emergency breakdowns or other non-routine maintenance activities. The Work Order module assists in tracking un-scheduled maintenance failures efficiently and effectively throughout each assets life cycle. Reports help with downtime analysis and “causes of failure” tracking, together which guide the set up of preventive and predictive maintenance programs. -8-
  9. 9. Planner Functions Calendar Navigation The Planner module displays current, overdue and upcoming work orders in Calendar- View format. Viewing these work orders allows for equipment availability to be planned, available resources to be identified, and over-scheduling to be eliminated. Work order types are easily identified by different icons. When viewing by month, in calendar mode, numbers appear on each day for which maintenance activities are scheduled. They represent the number of Scheduled Work Orders, Unscheduled Work Orders and Future Schedules. This ability to project work orders for several months is a significant tool in resource planning. Work orders can be sorted by who it was Assigned To, the Employee responsible for the work, or the Asset being serviced. -9-
  10. 10. Maintenance Functions Time Card The Time Card module allows employees to view work orders associated with their name, and update their labor hours for work orders. It is a one-step process to easily update labor hours and dates without the need to access individual work order records. - 10 -
  11. 11. Cost Center Manager The Cost Center Manager is used to add, modify and delete cost centers, as well as to establish budgets for individual cost centers. Users can set a material budget and labor budget amount for each month, per cost center. Reports can then detail actual maintenance costs compared against budgets. Cost centers can also be used in a service environment to track costs for each customer. - 11 -
  12. 12. Multiple Stockrooms The stockroom option is used to track inventory in multiple stockrooms, as well as move inventory between stockroom locations. The ability to sort inventory by stockroom improves management of repair parts and tracking of these small but important financial investments. - 12 -
  13. 13. Reorder List The reorder list option displays a listing of all parts from the Inventory module in which the quantity of parts on hand has fallen below the user-defined reorder point. This list is helpful in managing the reorder of most-used parts and ensures that parts are stocked at all times. All purchase requisitions can be generated with a single click of the mouse. - 13 -
  14. 14. Reports Asset Report/Equipment Cost History/PM Report The Reports option is used to view or print any one of the many pre-formatted reports included with ProTeus MMX. These reports contain helpful information such as equipment downtime, cost history and labor costs. The information is obtained from the ProTeus MMX database tables. Each report is labeled and stamped with the current date and page number. Reports can be saved, printed and emailed or data can be exported in several formats such as PDF, Excel and Word. Custom reports can be easily developed to meet your unique needs by using Crystal Reports™, a third party software. - 14 -
  15. 15. Customer Customer The Customer module can be used in a variety of ways, depending upon the application in which it is used. It can be used to identify assets that are owned by the customer, orare in a facility owned by the customer. The Customer module also has cross- referencing capabilities with the Assets Module and Work Order Masters module. Combined, these capabilities assist a service manager or a facility manager to easily manage multiple customers, locations or facilities. - 15 -
  16. 16. Assets The Assets module is used to record, all the assets and asset sub-assemblies that are the responsibility of the maintenance department. Assets may include HVAC equipment, machinery, vehicles, buildings, grounds, etc. Sub-assemblies include any sub- components of assets that are maintained separately. The ability to attach drawings, maintenance manuals, as well as other files provides easy access to support documentation for the maintenance manager. - 16 -
  17. 17. Inventory The Parts module is used to record details on all stocked and non-stocked parts and consumables that are used in maintenance. It is a complete spare parts and maintenance supplies management system. It is linked with the Assets, Vendor, Maintenance and Purchasing modules, allowing extensive lookup and cross-referencing capabilities. Drawings and other support documentation can be attached to any part. Optional Modules ProTeus MMX can also be combined with several optional modules, which further improve the efficiency and effectiveness of your maintenance program. PM Tasks This allows you to create PM work orders with predetermined maintenance tasks depending on the type of equipment. PM Tasks also allows you to easily enter information in the Task master file. Audit Trail Audit Trail monitors and records any changes made in the ProTeus MMX database for bookkeeping or government agency standards. - 17 -
  18. 18. ProLink ProLink is a web browser application that allows employees to send remote demand maintenance work orders either to an administrator or directly into the ProTeus MMX database. You simply login to a customizable web page to enter work requests without installing software on a requester’s workstation. COBie COBie is an open standard for the exchange of facility information using data which already exists in Building Information Modeling (BIM) Systems. COBie allows us to take BIM (Building Information Modeling) data right into ProTeus MMX using the COBie standard. Mobile With the ProTeus Mobile Module, work orders can be sent to a mobile device where they can be updated and entered back into the ProTeus database. Employees can also enter new, unscheduled work orders while they are out in the field. Barcode Work Order, Inventory and Transaction information can be scanned with a barcode reader to help ease the data entry process. ProTeus Alarm Interface ProTeus is compatible with a growing number of building automation systems so that work orders can automatically generate based on alarm or counter information. - 18 -