2. TABLE OF CONTENTS
1. INTRODUCTION ..............................................................................................1
2. SYSTEM LOG IN..............................................................................................2
3. SYSTEM ADMINISTRATION ...........................................................................3
3.1 User Register ........................................................................................................................... 3
3.1.1 Creating a new user ............................................................................................................. 4
3.1.2 View/Edit/Delete Existing User............................................................................................ 4
4. CHANGE PASSWORD ....................................................................................6
5. CONFIGURATION............................................................................................7
5.1 Plant Configuration ................................................................................................................. 7
Add/Edit Company Code .............................................................................................................. 7
5.2 Activity 8
Add/Edit Activity code .................................................................................................................. 8
5.3 Department............................................................................................................................... 8
5.3.1 View Department Code ........................................................................................................ 9
5.3.2 Add/Edit/Delete Department Code...................................................................................... 9
5.4 Technician................................................................................................................................ 9
5.4.1 View all existing Technician.............................................................................................. 10
5.4.2 Add/Remove Technician.................................................................................................... 10
5.5 Line Configuration................................................................................................................. 10
5.5.1 View Line Production Master ............................................................................................ 10
5.5.2 Add/Edit/Delete Line Master.............................................................................................. 11
5.6 Sub Line Configuration......................................................................................................... 11
5.6.1 Add New SubLine............................................................................................................... 11
5.6.2 Edit/Delete SubLine Master ............................................................................................... 12
5.7 Maintainable Equipment Master........................................................................................... 12
5.7.1 Add New Maintainable Equipment.................................................................................... 12
5.7.2 Edit/Delete Maintainable Equipment Master.................................................................... 12
5.8 Equipment Task Configuration ............................................................................................ 13
5.8.1 Add New Task ..................................................................................................................... 13
5.8.2 Edit/Delete Equipment Task .............................................................................................. 13
5.9 Setting Master........................................................................................................................ 14
3. 6. BENCH MASTER...........................................................................................15
6.1 New Bench ............................................................................................................................. 15
6.2 Bench List .............................................................................................................................. 15
6.3 Set Bench Task...................................................................................................................... 17
6.3.1 Set Bench Task by Manual Entry...................................................................................... 17
6.4.2 Set Bench Task by Upload ................................................................................................ 19
7. PM SCHEDULE..............................................................................................21
7.1 Setup Next Schedule............................................................................................................. 21
7.2 Set Activity Target ................................................................................................................. 22
7.3 Set Bench ............................................................................................................................... 23
7.4 Set Person In charge............................................................................................................. 23
7.5 Department Balance.............................................................................................................. 24
7.6 Person Balance...................................................................................................................... 25
7.7 Weekly Balance .................................................................................................................... 26
7.7.1 View Weekly Balance ........................................................................................................ 27
7.7.2 Set Weekly Balance........................................................................................................... 28
8. PERSONAL WEEKLY SCHEDULE...............................................................29
8.1 View User Schedule ............................................................................................................. 29
8.2 Add/Edit Actual Workload ................................................................................................... 29
9. REPORT.........................................................................................................31
8.1 PM Plan vs Actual................................................................................................................. 31
8.2 PM Issue Summary............................................................................................................... 33
APPENDIX A – CREATING PM SYSTEM SHORTCUT ....................................34
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1. Introduction
This is a brief documentation on the most important functions of the Preventive
Maintenance System. Topics covered in this document include the following:
• Logging in to the system
• Admin Menu Maintenance
• Change Password Maintenance
• All available Master’s pages
• Set Yearly Schedule
• Actual Workload
• Reporting
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2. System Log In
This section discusses on log-in procedure of PM System.
1. Open Your Internet Browser, point to address system
2. You will see the User Login screen in Microsoft Internet Explorer. Input User ID and
Password and click the Submit button.
Login Screen
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3. System Administration
This section describes functions for administration of PM. Admin Menu will allow user to add
or modify a user. This menu will only be available if the Login user Login is determined as an
Administrator.
Left Menu
3.1 User Register
This menu will allow user to add a new user or maintain existing user.
User Registration Menu
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3.1.1 Creating a new user
To create a new user, click User Register menu, then user will be directed to Add/Edit
Record.
User Register Form
Before clicked Submit button to add the new user, the user must define the new user’s
group(s). This group(s) will be used to determine pages that can be access by the user.
3.1.2 View/Edit/Delete Existing User
To view User Information an existing user, user needs to click Edit Link on the right
column. After that system will display data with inputted criteria.
To delete a user, user can clicked on Delete button,
To edit a user, that will same with page display when we want to add a new user. The edit
page functions in the same way as the Add Record page. All fields may be changed.
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Add New/Edit and Delete User form
Following is a description of the fields for Add/Edit function:
Field Name Description
User ID User’s log in ID.
User Group Groups of User Access page
Employee No User’s employee number
User Name Name of user.
Department User’s Department
Email User’s Email address
Note Remark
Password User’s password. Administrator is to create a default
password (123456) and inform user
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4. Change Password
This menu will allow current Login user to change the password of their PM account. To view
this sub menu, click Change Password on The left menu.
There is no rule of password required.
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5. Configuration
This section contains Configuration menu. To access, click on Configuration on the left
menu.
Configuration sub menu
5.1 Plant Configuration
To manage the Plant code master, click on New Plant item on Configuration menu, by default
will display existing company plant.
Add/Edit Company Code
Add/edit Company Code Page will display when user want to add or edit company code.
The edit page functions in the same way as the Add Record page. All fields may be
changed in Add Mode, Click Submit when finish creating/updating record
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5.2 Activity
To manage the Activity code master, click on Activity Summary item on Configuration
menu. By default will return all Activity Code that available.
Activity configuration menu
Add/Edit Activity code
Add/edit Activity Code Page will display when user want to add or edit Activity Code. The
edit page functions in the same way as the Add Record page. Click Submit when finish
creating/updating record.
Activity configuration form
5.3 Department
To manage the Department master, click on Department Summary item on Configuration
menu. By default, it will display all of Department.
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5.3.1 View Department Code
To view existing Department, user needs to input Search Criteria then click Search button
in the screen. After that system will display data with inputted criteria.
Default screen for Department configuration
5.3.2 Add/Edit/Delete Department Code
Add/edit Department Code Page will display when user want to add or Edit. The edit page
functions in the same way as the Add Record page. All fields may be changed in Add
Mode, Click Submit when finish creating/updating record.
Configuration Department Code Form
5.4 Technician
To manage the PM Technician, click on Technician Summary item on Configuration menu.
By default, it will display all of technicians exist.
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5.4.1 View all existing Technician
By Default Screen it’s will show all of existing Technician
Technician list view
5.4.2 Add/Remove Technician
This screen is available to add and remove existing Technician,
Technician configuration form
5.5 Line Configuration
To manage the Line master, click on Line Line Summary on Configuration menu. By
default, it will display all Production line.
5.5.1 View Line Production Master
To view existing Line Master, user needs to Click Line Summary Menu, After that system
will display all existing data.
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Production list page
5.5.2 Add/Edit/Delete Line Master
This screen is available to add, edit and remove existing Line.
Line Configuration Form
5.6 Sub Line Configuration
To manage the Sub line, click on Subline Subline Summary item on Configuration menu.
By default, it will display all existing Subline.
5.6.1 Add New SubLine
To Add New Subline user needs to Click Add New button, then Click Submit when Finish
Sub line Configuration form
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5.6.2 Edit/Delete SubLine Master
To Edit/Delete existing SubLine Master, user needs to click edit button in the screen.
Sub line Configuration form
5.7 Maintainable Equipment Master
To manage the Maintainable Equipment master, click on Maintainable Equipment New
Equipment on Master menu. By default, it will display all Existing Item.
5.7.1 Add New Maintainable Equipment
To Add new Maintainable Equipment, user needs to Click Add New button or New
Equipment Menu on the left menu, then Click Submit when Finish.
Default Screen for Maintainable Equipment
5.7.2 Edit/Delete Maintainable Equipment Master
To Edit/Delete existing Maintainable Equipment Master, user needs to click edit Link in
the screen, details information will appear on above form. Click Submit when Finish or Click
Delete to remove it.
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Editor page for Updating Maintainable Equipment
5.8 Equipment Task Configuration
To manage the Equipment Task, click on Task Master Summary on Configuration menu.
By default, it will display all existing Task List.
5.8.1 Add New Task
To Add new Task, user needs to Choose Equipment first then click Add new button in
the screen. After that system will display Input Task, user able to entry the Equipment
task, Click Submit button to Finish
New Task form
5.8.2 Edit/Delete Equipment Task
To edit equipment task just click edit link on the screen, Click Submit when finish, Click
Delete button to Remove.
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Editor page for updating Equipment task
5.9 Setting Master
To manage Option Setting master, click on Option Setting on Configuration menu. By
default, it will display all value of Formula.
There are 2 Settings; those are the Fixed Setting with each function,
Edit Setting Value
User able to edit the Setting Values by Click edit Link, then all value will appear on above
form, Click Submit to Finish
Delete Function is not available for this screen
Set master configuration form
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6. Bench Master
This section will allow user to maintain Bench Master. To access these functions, click Bench
Master on the left menu. Then will displayed submenu below.
Bench Mater Submenu
6.1 New Bench
To Register a Bench, click New Bench on the Bench Master menu at the left panel. By
Default it will display existing bench
Bench Configuration form
6.2 Bench List
This Screen display all existing Bench
Bench list Page
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User able to search bench by Plant , Activity, Line and Subline
Bench List page
Link Function on the Bench List
Bench list page
Export Bench list to excel file
Bench List Page
Filter option
Edit will link to the new bench
page
By Clicked will display Workload
of the bench
By Click this Link Bench, The Bench list displayed will export to excel file
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6.3 Set Bench Task
Each Bench have to a Task List, to manage Bench task user have 2 options;
1. Manual Entry
2. Upload File
6.3.1 Set Bench Task by Manual Entry
To Set Bench task by manual Entry, Click on Set Bench Task Entry on Bench Master
Menu,
Left menu
6.3.1.1 Add New Task
To Add New Task Choose a Bench Number, All Bench Number will appear in this option, then
Click Add new button
Manual Entry Form
The New Task Form will appear, completing the entry form, Click Submit to finish
Task Register form
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6.3.1.2 Edit/Delete Bench Task
To edit existing Bench Task, Choose the Bench number then click Add New button,
The New Form will appear then Choose an equipment, all existing equipment task will display
on the table below, see picture
Bench task list page
Click Edit, then you able to modified Bench task, Click Submit button to Finish
Click Delete button if you want to remove existing task.
Configuration task list form
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6.4 Set Bench Task by Upload
To Set Bench task by Upload the file, Click Upload File on Bench Master menu item,
Left menu
Choose a Bench number then click Submit, the Option will showing the bench number are not
set task list yet.
Upload form
Next Page will appear, Click browse to get your file (*.csv) , Click Submit button to go to the
next page.
Upload form
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File contain will display on the page, Make sure your file contain is correct, then Click Submit
to finish
Upload Task List form
Note: Make sure Data of bench task list is correct before submit
File Upload Format
Format field of CSV file
Fixed format of Csv File to Upload Task List
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7. PM Schedule
This section contains functions to Set Schedule and querying of Schedule Workload details.
To access these functions, click Schedule on the left menu. Then will displayed submenu
below.
PM Schedule sub menu
7.1 Setup Next Schedule
To Setup Next Year Schedule, click on Next on left menu.
Left menu
On this Screen User able to setup the schedule for the next year, After clicking Submit
button, system will auto generate Master setting, that will followed previous Schedule setting
Setup form
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7.2 Set Activity Target
To Set Activity target, click on Workload Config Set Activity Target on PM Schedule
Menu.
PM sub menu
Activity Target form
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7.3 Set Bench
Before Scheduling the bench, The bench exist have to registered on the Years activity, To
Register bench, Click Workload Config Set Bench on left menu. By Default page will
display all existing bench, Tick then bench you want register then click Submit to Finish
PM Sub menu
Bench Register form
7.4 Set Person In charge
To Set Person In charge, click on Workload Config Set Person InCharge on PM
Schedule Menu. By Default it will display existing Technician.
Checked is Registered bench
Uncheck is mean Unregistered
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PM Sub Menu
To Register New technician, Choose a technician then Click submit to finish.
Register form for Technician
7.5 Department Balance
To Set Department Balance, click on Workload Config Department Balance on PM
Schedule Menu. By Default it will display all registered bench with it is workload.
PM Sub menu
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Page will display Workload information
Bench Workload list
7.6 Person Balance
To display Person balance page, click on Person Balance on sub menu Workload Config
Menu. By default it will display all Workload person balance and graph with Bar Chart
Left menu
Click Bench no to view detail of bench
workload
Click Download link to export to excel
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To set Person balance tick on selection
Person balance setting form and Person balance information
7.7 Weekly Balance
To Set Weekly Balance, Click on Weekly Balance on Workload Config menu, By Default page
will displayed weekly schedule.
Sub menu Workload configuration
Result show by Bar Chart
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7.7.1 View Weekly Balance
This page will be show after clicked menu,
Weekly balance default screen
Detail of Maintainable Workload
Click on Schedule value to enquiry
details of schedule
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7.7.2 Set Weekly Balance
To Set Weekly balance, Choose number of Week on the option box, then system auto
generate schedule as your setting.
Set Weekly Schedule form
M = Monthly frequency
Q = Quarterly frequency
HY = Half Yearly frequency
Y= Yearly frequency
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8. Personal Weekly Schedule
This Section contain user weekly schedule, to access these function, please login using User
Group “User”, system will auto generate user menu, user name will appear on Left menu,
Click User Name on the left menu, By default it will display weekly schedule per user.
Left menu
8.1 View User Schedule
By Default this page will showing Schedule information per person, workload schedule per
week, Actual Schedule Done and Link to entry form
Users Schedule
User Schedule form
8.2 Add/Edit Actual Workload
To add/Delete schedule, Click workload value on User schedule, fill in Actual time values, to
finish click Submit.
Available to filter by Line
and Sub line
Available Click this link to Entry
the actual Workload
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9. Report
This section contains PM report. To access these functions, click Report on the top menu.
Then will displayed submenu below.
Report sub menu
9.1 PM Plan vs Actual
9.1.1 PM Status by Bench
Report contains information of Plan Bench Quantity and Actual Bench Quantity, to access
this report, Click PM Plan vs Actual PM Status by Bench on Report menu on the left
menu,
Report display with Bar Char
Report display by table
Available to filter report by plan, activity, line and Subline
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9.1.2 PM Status by Workload
To Display information of PM Status by Workload, Click PM Plan vs Actual PM Status by
Workload on Report menu on the left menu,
Workload showing by Bar Char
9.1.3 Bench Summary Report
To Display Bench Summary Report, Click PM Plan vs Actual Total Bench on Report
menu, by default, it will display total plan and actual bench in a year.
Plan and Actual Summary of total Bench per Year
Available to filter report by plan, activity, line and Subline
Available
Displaying
Report filter by
week option
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9.1.4 Workload Summary Report
To Display Workload Summary report, Click PM Plan vs Actual Workload on Report menu
on the left menu,
Workload summary per year
9.2 PM Issue Summary
To display PM Issue Summary, Click Report PM Issue Summary item on left menu, by
default page will display all existing Issue
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Appendix A – Creating PM System Shortcut
<NOTE: This section is for creating shortcut to directly access PM System>
This section discusses on the creation of shortcut to PM System.
The steps to create the shortcut are as follows:
1. Right-click on the desktop. Choose New Shortcut.
2. In the Type the location of the item: box, type the following address:
http://PMServer/PM/
Click Next > button.
(Please note that the above address is subject to change.)
3. In the Type a new for this shortcut: box, type PM System.
Click the Finish button.
