0
Sunday Business SystemsAsset Tracking DatabaseControl Calibrated EquipmentManage Preventive MaintenanceMaintenance Tracking
Asset Tracking DatabaseControl of Calibrated EquipmentPreventive MaintenanceUnscheduled MaintenanceFix-It-TicketsMisc...
Benefits Control your calibrated equipment     Display your recall list     Track calibration history Prevent damage t...
Features Tracks Equipment (or Assets) through their life cycle      From purchase to sale or scrap      Defines which a...
SundayBusinessSystemsDatabase Setup
Setup                  Set-up is organized                            by Tabswww.SundayBizSys.com       Sunday Business Sy...
Enter Equipment Manufacturers and Models     Enter the asset      Manufacturer       information               Enter a mod...
Enter Departments, Categories, & Vendors                    Enter the                Department which                 owns...
Enter Part Numbers and Employee Names                       Enter Parts that may be                        used in Employe...
Sunday Business SystemsCreate a New AssetCreate new assetsSet-up the asset for calibrationSet-up the asset for preventive ...
AssetsAssets can be any material owned by the company     Computers     Furniture     Vehicles     Measurement and te...
Control pane:Create a New Asset                                       controls data                                       ...
Create a New Asset     Serial # is the                                                   General asset                    ...
Create a New Asset – Calibration Details                           Indicates that                           Calibration is...
Create a New Asset – Preventive Maintenance                   Indicates that a                    PM is required          ...
Create a New Asset – Additional Detailswww.SundayBizSys.com         Sunday Business Systems
Sunday Business SystemsCalibrationRecord calibration eventsReview calibration reports
Asset CalibrationCalibration events are recorded     When was it calibrated?     Who performed calibration?     Did it...
www.SundayBizSys.com   Sunday Business Systems
Record a Calibration EventSelect an asset for calibration     Use the filters to find the asset by serial number        ...
Review ReportsA rich set of flexible, configurable reportsReview Reports to manage calibration schedule     Review all ...
Sunday Business SystemsPreventive MaintenanceAdd a PMCreate a PM ChecklistAdd a PM transactionReview PMs Near Due Report
Create a PM    Enter PM                Enter PM Frequency:   Description              Time based or Count                 ...
Update Asset CountersAsset counters may be    Running hours – the number or running or processing hours an asset or     ...
Record a PM TransactionPMs have a status that describes their stateFirst, PMs are scheduled for a future date (Date Next...
Review PM ReportsReview Reports to manage PM schedule    Review all delinquent PMs    See all PMs due within the next 3...
Sunday Business SystemsUnscheduled MaintenanceCreate a Fix-It-TicketRecord unscheduled maintenanceReview reports
Create a Fix-It-Ticket  “Add a Fix-It-Ticket and change the Asset   status to “Out of       Service”                      ...
Resolve the Fix-It-Ticketwww.SundayBizSys.com        Sunday Business Systems
About SBSSunday Business Systems is engaged in software sales and consulting services.Applies Lean Manufacturing princip...
About SBS – ServicesData Import Services     Import employees, departments, Mfg, Models, and Serial numbersDatabase Cus...
SundayBusinessSystems                           Fueling Small Business Efficiency                Visit www.SundayBizSys.co...
Upcoming SlideShare
Loading in...5
×

Asset Tracking Training

857

Published on

Managing assets requiring calibration and / or preventive maintenance.

Published in: Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
857
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
28
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Transcript of "Asset Tracking Training"

  1. 1. Sunday Business SystemsAsset Tracking DatabaseControl Calibrated EquipmentManage Preventive MaintenanceMaintenance Tracking
  2. 2. Asset Tracking DatabaseControl of Calibrated EquipmentPreventive MaintenanceUnscheduled MaintenanceFix-It-TicketsMiscellaneous Asset Controlwww.SundayBizSys.com Sunday Business Systems
  3. 3. Benefits Control your calibrated equipment  Display your recall list  Track calibration history Prevent damage to equipment from “forgotten” maintenance Efficient and cost effective software solution  Simple, low cost solution  Saves time and improves efficiency  Shows the status of your equipment with a click of a button A vital tool to ensure ISO9001:2008 compliance Paperless system  Scan and link  digital photographs,  calibration certificates,  or other electronic documentswww.SundayBizSys.com Sunday Business Systems
  4. 4. Features Tracks Equipment (or Assets) through their life cycle  From purchase to sale or scrap  Defines which assets require calibration  Defines which assets require preventive maintenance Controls Calibrated Equipment  Recall reports  Calibration Schedule  Delinquent calibration report Tracks Preventive Maintenance  Maintenance schedule  Delinquent Maintenance reports Tracks Unscheduled Maintenance Full set of reports  To track your assets  To manage assets through proper calibration and maintenancewww.SundayBizSys.com Sunday Business Systems
  5. 5. SundayBusinessSystemsDatabase Setup
  6. 6. Setup Set-up is organized by Tabswww.SundayBizSys.com Sunday Business Systems
  7. 7. Enter Equipment Manufacturers and Models Enter the asset Manufacturer information Enter a model This will associate or number and select a link the model to the manufacturer manufacturerwww.SundayBizSys.com Sunday Business Systems
  8. 8. Enter Departments, Categories, & Vendors Enter the Department which owns the asset Enter the Category to organize assets into functional groups Enter Vendors, including calibration service providerswww.SundayBizSys.com Sunday Business Systems
  9. 9. Enter Part Numbers and Employee Names Enter Parts that may be used in Employees, or Enter the repair or equipment owners preventive maintenancewww.SundayBizSys.com Sunday Business Systems
  10. 10. Sunday Business SystemsCreate a New AssetCreate new assetsSet-up the asset for calibrationSet-up the asset for preventive maintenance
  11. 11. AssetsAssets can be any material owned by the company  Computers  Furniture  Vehicles  Measurement and test equipment  Factory equipmentEach asset has  A unique serial number for tracking  Two additional tracking numbers are available  A manufacturer and model  An owner, department, and location for organizing and tracking  A category such as “measurement and test equipment”Each asset may then be classified as  Calibration required  For Reference Only  Preventive maintenance requiredwww.SundayBizSys.com Sunday Business Systems
  12. 12. Control pane:Create a New Asset controls data entry, filters Fields in YELLOW and links to are required other forms Enter SpecificAsset informationwww.SundayBizSys.com Sunday Business Systems
  13. 13. Create a New Asset Serial # is the General asset key tracking parameter informationSpecific Asset information Calibration and Maintenance information isorganized into 4 tabswww.SundayBizSys.com Sunday Business Systems
  14. 14. Create a New Asset – Calibration Details Indicates that Calibration is Click to record a required Calibration Event Shows the past Calibration Eventswww.SundayBizSys.com Sunday Business Systems
  15. 15. Create a New Asset – Preventive Maintenance Indicates that a PM is required PM counter may be miles, KW-hrs, Machine hours, units produced, PMs may be time etc. based… Or based on a count View the Maintenance Historywww.SundayBizSys.com Sunday Business Systems
  16. 16. Create a New Asset – Additional Detailswww.SundayBizSys.com Sunday Business Systems
  17. 17. Sunday Business SystemsCalibrationRecord calibration eventsReview calibration reports
  18. 18. Asset CalibrationCalibration events are recorded  When was it calibrated?  Who performed calibration?  Did it pass?  If not what was done  How much did it cost?  Next due date  Electronic Certificate is linked to the eventwww.SundayBizSys.com Sunday Business Systems
  19. 19. www.SundayBizSys.com Sunday Business Systems
  20. 20. Record a Calibration EventSelect an asset for calibration  Use the filters to find the asset by serial number Date Cal. Next Due drives the recall reports Enter Calibration history Ctrl-K to create hyperlink to scanned imagewww.SundayBizSys.com Sunday Business Systems
  21. 21. Review ReportsA rich set of flexible, configurable reportsReview Reports to manage calibration schedule  Review all delinquent assets  See all assets due within the next 30 dayswww.SundayBizSys.com Sunday Business Systems
  22. 22. Sunday Business SystemsPreventive MaintenanceAdd a PMCreate a PM ChecklistAdd a PM transactionReview PMs Near Due Report
  23. 23. Create a PM Enter PM Enter PM Frequency: Description Time based or Count Based PM will be automatically re-scheduled once it is marked complete PM will be due every 1000 running hours Prints a simple PM Checklistwww.SundayBizSys.com Sunday Business Systems
  24. 24. Update Asset CountersAsset counters may be  Running hours – the number or running or processing hours an asset or equipment has accrued from an arbitrary starting point.  Unit Count – the number of pieces an asset has produced or completed Enter the current Count (running hours or unit count)www.SundayBizSys.com Sunday Business Systems
  25. 25. Record a PM TransactionPMs have a status that describes their stateFirst, PMs are scheduled for a future date (Date Next PM) or Count (Next PM Counter) Status = ScheduledThen they are marked as Complete Status = Completed Waived Or Not Done  If the PM Type is configured appropriately, the PM will be automatically re- scheduled for a future Date or Count (Next PM Counter)www.SundayBizSys.com Sunday Business Systems
  26. 26. Review PM ReportsReview Reports to manage PM schedule  Review all delinquent PMs  See all PMs due within the next 30 days  Review the PM Schedulewww.SundayBizSys.com Sunday Business Systems
  27. 27. Sunday Business SystemsUnscheduled MaintenanceCreate a Fix-It-TicketRecord unscheduled maintenanceReview reports
  28. 28. Create a Fix-It-Ticket “Add a Fix-It-Ticket and change the Asset status to “Out of Service” Email a notice to supervisors, etc. Record a detailed description of the problem to be addressedwww.SundayBizSys.com Sunday Business Systems
  29. 29. Resolve the Fix-It-Ticketwww.SundayBizSys.com Sunday Business Systems
  30. 30. About SBSSunday Business Systems is engaged in software sales and consulting services.Applies Lean Manufacturing principles to Quality Management SystemsSells software solutions to small businesses which help them implement ISO9001:2008 compliant systems for  Corrective and Preventive Actions  Employee Training  Control of calibrated equipment  Customer Satisfaction Surveys  Communication / Continual improvement  Shop Floor ControlWill customize the software for a particular CustomerOffers full Training services customized to individual needswww.SundayBizSys.com Sunday Business Systems
  31. 31. About SBS – ServicesData Import Services  Import employees, departments, Mfg, Models, and Serial numbersDatabase Customization  Modify the standard product to match your process / terminologyCustom Database Solutions  Solutions for shop floor control/order processing and bar code solutions.  Database programming  MS Access  SQLContact SBS for additional details  Sales@SundayBizSys.comwww.SundayBizSys.com Sunday Business Systems
  32. 32. SundayBusinessSystems Fueling Small Business Efficiency Visit www.SundayBizSys.com for: •Additional information •Free product demos •Pricing •Links to purchase software © 2012 Sunday Business Systems. All rights reserved. This presentation is for informational purposes only. Sunday Business Systems MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries.
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×