The document discusses various tools for inventory management in MC University's inventory management system. It describes how estimated and actual parts can be added to work orders, and how this interacts with inventory counts. It also explains how the adjust inventory, count inventory, and transfer inventory tools can be used to update inventory quantities, count physical inventory, and move inventory between stock rooms. Notification rules are also discussed as a way to set up alerts about inventory counts.
This document provides an overview of tracking time and costs on work orders in a computerized maintenance management system (CMMS). It describes how labor, parts, and other costs can be estimated initially and then converted to actual costs by filling in timesheets and updating inventory levels upon work order completion. Estimates come from standard procedures while actuals reflect real costs incurred. The complete/close process in the CMMS allows technicians to easily convert estimates to actual recorded values for labor, parts, and other expenses.
This document provides an overview and instructions for setting up asset maintenance schedules in a computerized maintenance management system (CMMS). It describes the assets tab, which lists assets and locations for maintenance scheduling. Assets can be added to schedules individually or by default from their asset record details. Schedule settings like next scheduled date, procedure, and repair center filter can be configured. The document also explains how to add new assets to schedules using the asset lookup and popup, which provide attribute values for work order generation.
This document provides an overview of procedures in computerized maintenance management systems (CMMS). It defines procedures as collections of tasks, costs, details and attachments that populate work orders. Procedures can be added to work orders manually or through preventive maintenance schedules. The document reviews the different tabs in procedures for entering tasks, costs, classifications, preventive maintenance associations and attachments. It also provides examples of how to navigate procedure tabs and create a basic procedure.
This document discusses tools for optimizing preventive maintenance (PM) programs in Maintenance Connection (MC). It introduces the PM Auditing and Consistency Toolkit and PM Completion Dashboard Suite, which contain reports and synchronization tools. The Toolkit identifies inconsistencies in PM schedules, work orders, and associated assets. The Dashboard Suite provides key performance indicators and reports on PM completion percentages and statistics. Installing the tools on an on-premise or hosted MC system can help users improve PM management, audit configurations, and track completion metrics.
This document outlines the steps to calculate the unit costs for various health interventions including counseling and testing, PMTCT, TB clinics, ART, and lab services. It describes calculating the cost per case for each intervention by determining the target population, required resources, and typical patient flow. Infrastructure, program fixed, and variable costs will be calculated. Infrastructure costs include building space, equipment, and manpower. Program fixed costs cover managerial and technical staff. Variable costs involve operational expenses. Data will be collected from comprehensive sites to test the costing methodology.
This document discusses preventive maintenance (PM) work order generation and projections in MC University's computerized maintenance management system (CMMS). It covers defining PM work order generation, including automatic and manual generation. It also discusses generating PM schedules, running work order projections, and using the PM load balancer tool to balance the workload of PMs over time.
The document discusses various tools for inventory management in MC University's inventory management system. It describes how estimated and actual parts can be added to work orders, and how this interacts with inventory counts. It also explains how the adjust inventory, count inventory, and transfer inventory tools can be used to update inventory quantities, count physical inventory, and move inventory between stock rooms. Notification rules are also discussed as a way to set up alerts about inventory counts.
This document provides an overview of tracking time and costs on work orders in a computerized maintenance management system (CMMS). It describes how labor, parts, and other costs can be estimated initially and then converted to actual costs by filling in timesheets and updating inventory levels upon work order completion. Estimates come from standard procedures while actuals reflect real costs incurred. The complete/close process in the CMMS allows technicians to easily convert estimates to actual recorded values for labor, parts, and other expenses.
This document provides an overview and instructions for setting up asset maintenance schedules in a computerized maintenance management system (CMMS). It describes the assets tab, which lists assets and locations for maintenance scheduling. Assets can be added to schedules individually or by default from their asset record details. Schedule settings like next scheduled date, procedure, and repair center filter can be configured. The document also explains how to add new assets to schedules using the asset lookup and popup, which provide attribute values for work order generation.
This document provides an overview of procedures in computerized maintenance management systems (CMMS). It defines procedures as collections of tasks, costs, details and attachments that populate work orders. Procedures can be added to work orders manually or through preventive maintenance schedules. The document reviews the different tabs in procedures for entering tasks, costs, classifications, preventive maintenance associations and attachments. It also provides examples of how to navigate procedure tabs and create a basic procedure.
This document discusses tools for optimizing preventive maintenance (PM) programs in Maintenance Connection (MC). It introduces the PM Auditing and Consistency Toolkit and PM Completion Dashboard Suite, which contain reports and synchronization tools. The Toolkit identifies inconsistencies in PM schedules, work orders, and associated assets. The Dashboard Suite provides key performance indicators and reports on PM completion percentages and statistics. Installing the tools on an on-premise or hosted MC system can help users improve PM management, audit configurations, and track completion metrics.
This document outlines the steps to calculate the unit costs for various health interventions including counseling and testing, PMTCT, TB clinics, ART, and lab services. It describes calculating the cost per case for each intervention by determining the target population, required resources, and typical patient flow. Infrastructure, program fixed, and variable costs will be calculated. Infrastructure costs include building space, equipment, and manpower. Program fixed costs cover managerial and technical staff. Variable costs involve operational expenses. Data will be collected from comprehensive sites to test the costing methodology.
This document discusses preventive maintenance (PM) work order generation and projections in MC University's computerized maintenance management system (CMMS). It covers defining PM work order generation, including automatic and manual generation. It also discusses generating PM schedules, running work order projections, and using the PM load balancer tool to balance the workload of PMs over time.
This document provides an overview of cloning procedures and linking assets in the MC University asset management system. It describes how to clone an existing procedure to create a new one with similar attributes. It also discusses using HTML formatting, specification tasks, limiting tasks by class, tracking tasks, and different methods for linking assets, such as directly, by class, or to all assets. Interactive examples are provided to demonstrate these skills.
This document provides an overview of parts configuration in an inventory module. It discusses part classifications, categories, naming conventions, searching for parts, stocked vs. direct issue parts, adding vendors, and cost rule explanations. Interactive examples are provided to demonstrate navigating parts, adding favorites, classifications/categories, and creating an inventory item. The goal is to explain how to organize, search for, and properly cost parts in the inventory system.
Test construction (for content staff) eg feb08 erpWilliam Kapambwe
The document outlines the test construction procedure for assembling operational and field test forms for the CAPS assessment program. It involves content specialists using an item bank and test construction specifications to select items and create initial pull lists, which are then reviewed by psychometricians who analyze item and test statistics to ensure specifications are met. The process involves iterations between content specialists and psychometricians until final pull lists and test maps are approved, after which the operational forms are prepared for administration.
The document provides an overview of various work order management tools in MC University's asset management software. It describes the work matrix, which displays open work orders grouped by category and allows batch actions. It also covers the work manager and labor calendars for managing workforce assignments and time off. Finally, it explains the work order history tab for viewing status changes and the expanded work order list for selecting multiple work orders and performing actions on them in batches.
The document discusses cost estimating and costing. It defines cost estimating as determining the probable cost of manufacturing a product before production starts. This involves estimating costs for materials, labor, overhead etc. Costing determines the actual costs incurred during production. It provides information for setting prices, cost control, make-or-buy decisions and more. The document outlines different types of costing systems used such as job costing, batch costing and process costing.
This document discusses techniques for cost estimation. It describes the top-down and bottom-up approaches to cost estimation, with the top-down approach using historical data from similar projects and the bottom-up approach breaking a project down into smaller units. An integrated approach is presented that uses a work breakdown structure, cost/revenue structure, and estimating techniques/models. Common sources of cost estimation data are also outlined such as accounting records, sources within and outside a company, research and development, and the internet.
This document provides an overview of summary reports in advanced reporting. Summary reports aggregate and summarize data using calculations like average, count, and sum. They present high-level data in a simple, easy to read format. Examples of summary reports include asset count by repair center and work order count with average days to close. The document also discusses smart edit features that allow editing data directly in reports and custom group headers that provide additional formatting for report groupings.
This document discusses creating preventive maintenance schedules in three parts. It provides an overview of schedule configuration options and the process for adding assets and procedures to a schedule. Examples are given for weekly pool inspections, monthly HVAC maintenance, and bi-monthly and annual fire extinguisher checks. Interactive examples are also referenced to provide hands-on practice creating schedules for weekly inspections, multiple procedures, and maintenance every 3 months or 25,000 meters.
ASC Model: A Process Model for the Evaluation of Simulated Field Exercises in...streamspotter
Alayne da Costa Duarte, Marcos Roberto da Silva Borges, José Orlando Gomes, and Paulo Victor R. de Carvalho on "ASC Model: A Process Model for the Evaluation of Simulated Field Exercises in the Emergency Domain" at ISCRAM 2013 in Baden-Baden.
10th International Conference on Information Systems for Crisis Response and Management
12-15 May 2013, Baden-Baden, Germany
Calibration is the process of adjusting an instrument to agree with accepted standards through comparison. There are two main types of calibration methods - direct comparison, where the instrument is compared to a known input standard, and indirect comparison, where the instrument is compared to another instrument of the same type as the standard. Direct comparison involves applying a known input to the test instrument and comparing its readings to the standard values. Indirect comparison involves applying the same input to both the test and standard instruments of the same type, such as two meters, and comparing their outputs through a transfer instrument. Calibration ensures instruments are operating accurately under specified conditions.
Advanced mechanical design and materials material selection and finite elemen...TOPENGINEERINGSOLUTIONS
This is an assignment on Advanced mechanical design and materials named material selection and finite element analysis simulation. The assignment is meant to enable the student to apply advanced materials concepts to the analysis of specific high technology components in case studies to enhance performance as well as to formulate the stress analysis relevant to a range of situations.
Activity-based costing (ABC) is a methodology that assigns overhead costs to products and services based on their actual consumption of activities and resources. It identifies activities in an organization and assigns the costs of each activity to cost objects, such as products, based on their use of activities and resources. ABC provides more accurate costing information than traditional costing systems and can help companies identify unprofitable products/services and inefficient processes.
This document discusses how unions help strengthen families and the nation. It argues that declining union membership has contributed to growing income inequality in the U.S. as unions historically negotiated better wages and benefits for workers. The document outlines how both political parties previously supported unions but partisan attacks on unions by lawmakers have become more common. It calls for protecting workers' right to organize unions and strengthening protections under labor laws.
Este centro comercial se encuentra en muy mal estado y necesita reparaciones urgentes. Las tiendas están casi vacías y los pasillos se ven descuidados. Se requiere una renovación completa para revitalizar este centro de compras.
Ezekiel Ebenezer Fredrick has over 20 years of experience working in the hospitality industry, primarily as a Sous Chef on Celebrity Cruise Lines. He holds qualifications in hotel management, food production, and Asian cookery. Starting as an Assistant Cook at Celebrity Cruises in 2001, he has been promoted several times and currently serves as Sous Chef. His duties have included supervising cooks, menu planning, ensuring food quality and safety standards, and training junior staff. He is proficient in English and conversational in French and Spanish.
The document discusses the assumptions and utility of the cost-volume-profit (CVP) model. It outlines the key assumptions of the CVP model, including that costs can be separated into fixed and variable components and that prices and sales mix remain constant. It then explains how the CVP model can be used for management decision making, such as setting budgets, prices, and production levels, and for monitoring business performance.
El documento describe los pasos para implementar un enfoque innovador de aprendizaje invertido en una escuela primaria. Primero, conceptualiza el contexto y objetivos de usar videos en línea para presentar contenido y dedicar el tiempo de clase a discusiones y actividades prácticas. Luego, detalla las acciones tomadas, incluido mostrar un video sobre un cuento, analizarlo y aplicarlo, y realizar actividades individuales y grupales. Finalmente, concluye que el aprendizaje invertido mantuvo la atención de los estudiantes y redujo la
This document is a 43-page international management report submitted by a student. It discusses the importance of cross-cultural training (CCT) for short-term assignees working in Hong Kong. The report includes an executive summary, literature review on CCT and international assignment planning, methodology, findings on Chinese culture and business, discussion, recommendations, and conclusion. Key topics examined are the effectiveness of CCT, importance of cultural understanding such as Guanxi networks, and implications of China's political environment for foreign businesses. The student conducted research in Hong Kong to understand how CCT can help expatriates adapt to the local business culture.
Estudio de alternativas de accesos rodados al barrio de Nuevo Rocesavnuevoroces
La empresa Balia Ingenieros realizó por encargo del Ayuntamiento de Gijón un estudio previo de alternativas para la mejora de los accesos a Nuevo Roces. Se ha entregado a la Asociación de Vecinos una copia de este estudio que hacemos aquí pública para todo el vecindario.
Informe reunión Concejal Obras Públicas Ayuntamiento Gijónavnuevoroces
El pasado día 22 de Diciembre se mantuvo una reunión en la " Casa Rosada" con Manuel Arrieta ( Concejal de Obras Públicas) Se trataron varios aspectos de los que dejamos constancia en este informe.
This document provides an overview of cloning procedures and linking assets in the MC University asset management system. It describes how to clone an existing procedure to create a new one with similar attributes. It also discusses using HTML formatting, specification tasks, limiting tasks by class, tracking tasks, and different methods for linking assets, such as directly, by class, or to all assets. Interactive examples are provided to demonstrate these skills.
This document provides an overview of parts configuration in an inventory module. It discusses part classifications, categories, naming conventions, searching for parts, stocked vs. direct issue parts, adding vendors, and cost rule explanations. Interactive examples are provided to demonstrate navigating parts, adding favorites, classifications/categories, and creating an inventory item. The goal is to explain how to organize, search for, and properly cost parts in the inventory system.
Test construction (for content staff) eg feb08 erpWilliam Kapambwe
The document outlines the test construction procedure for assembling operational and field test forms for the CAPS assessment program. It involves content specialists using an item bank and test construction specifications to select items and create initial pull lists, which are then reviewed by psychometricians who analyze item and test statistics to ensure specifications are met. The process involves iterations between content specialists and psychometricians until final pull lists and test maps are approved, after which the operational forms are prepared for administration.
The document provides an overview of various work order management tools in MC University's asset management software. It describes the work matrix, which displays open work orders grouped by category and allows batch actions. It also covers the work manager and labor calendars for managing workforce assignments and time off. Finally, it explains the work order history tab for viewing status changes and the expanded work order list for selecting multiple work orders and performing actions on them in batches.
The document discusses cost estimating and costing. It defines cost estimating as determining the probable cost of manufacturing a product before production starts. This involves estimating costs for materials, labor, overhead etc. Costing determines the actual costs incurred during production. It provides information for setting prices, cost control, make-or-buy decisions and more. The document outlines different types of costing systems used such as job costing, batch costing and process costing.
This document discusses techniques for cost estimation. It describes the top-down and bottom-up approaches to cost estimation, with the top-down approach using historical data from similar projects and the bottom-up approach breaking a project down into smaller units. An integrated approach is presented that uses a work breakdown structure, cost/revenue structure, and estimating techniques/models. Common sources of cost estimation data are also outlined such as accounting records, sources within and outside a company, research and development, and the internet.
This document provides an overview of summary reports in advanced reporting. Summary reports aggregate and summarize data using calculations like average, count, and sum. They present high-level data in a simple, easy to read format. Examples of summary reports include asset count by repair center and work order count with average days to close. The document also discusses smart edit features that allow editing data directly in reports and custom group headers that provide additional formatting for report groupings.
This document discusses creating preventive maintenance schedules in three parts. It provides an overview of schedule configuration options and the process for adding assets and procedures to a schedule. Examples are given for weekly pool inspections, monthly HVAC maintenance, and bi-monthly and annual fire extinguisher checks. Interactive examples are also referenced to provide hands-on practice creating schedules for weekly inspections, multiple procedures, and maintenance every 3 months or 25,000 meters.
ASC Model: A Process Model for the Evaluation of Simulated Field Exercises in...streamspotter
Alayne da Costa Duarte, Marcos Roberto da Silva Borges, José Orlando Gomes, and Paulo Victor R. de Carvalho on "ASC Model: A Process Model for the Evaluation of Simulated Field Exercises in the Emergency Domain" at ISCRAM 2013 in Baden-Baden.
10th International Conference on Information Systems for Crisis Response and Management
12-15 May 2013, Baden-Baden, Germany
Calibration is the process of adjusting an instrument to agree with accepted standards through comparison. There are two main types of calibration methods - direct comparison, where the instrument is compared to a known input standard, and indirect comparison, where the instrument is compared to another instrument of the same type as the standard. Direct comparison involves applying a known input to the test instrument and comparing its readings to the standard values. Indirect comparison involves applying the same input to both the test and standard instruments of the same type, such as two meters, and comparing their outputs through a transfer instrument. Calibration ensures instruments are operating accurately under specified conditions.
Advanced mechanical design and materials material selection and finite elemen...TOPENGINEERINGSOLUTIONS
This is an assignment on Advanced mechanical design and materials named material selection and finite element analysis simulation. The assignment is meant to enable the student to apply advanced materials concepts to the analysis of specific high technology components in case studies to enhance performance as well as to formulate the stress analysis relevant to a range of situations.
Activity-based costing (ABC) is a methodology that assigns overhead costs to products and services based on their actual consumption of activities and resources. It identifies activities in an organization and assigns the costs of each activity to cost objects, such as products, based on their use of activities and resources. ABC provides more accurate costing information than traditional costing systems and can help companies identify unprofitable products/services and inefficient processes.
This document discusses how unions help strengthen families and the nation. It argues that declining union membership has contributed to growing income inequality in the U.S. as unions historically negotiated better wages and benefits for workers. The document outlines how both political parties previously supported unions but partisan attacks on unions by lawmakers have become more common. It calls for protecting workers' right to organize unions and strengthening protections under labor laws.
Este centro comercial se encuentra en muy mal estado y necesita reparaciones urgentes. Las tiendas están casi vacías y los pasillos se ven descuidados. Se requiere una renovación completa para revitalizar este centro de compras.
Ezekiel Ebenezer Fredrick has over 20 years of experience working in the hospitality industry, primarily as a Sous Chef on Celebrity Cruise Lines. He holds qualifications in hotel management, food production, and Asian cookery. Starting as an Assistant Cook at Celebrity Cruises in 2001, he has been promoted several times and currently serves as Sous Chef. His duties have included supervising cooks, menu planning, ensuring food quality and safety standards, and training junior staff. He is proficient in English and conversational in French and Spanish.
The document discusses the assumptions and utility of the cost-volume-profit (CVP) model. It outlines the key assumptions of the CVP model, including that costs can be separated into fixed and variable components and that prices and sales mix remain constant. It then explains how the CVP model can be used for management decision making, such as setting budgets, prices, and production levels, and for monitoring business performance.
El documento describe los pasos para implementar un enfoque innovador de aprendizaje invertido en una escuela primaria. Primero, conceptualiza el contexto y objetivos de usar videos en línea para presentar contenido y dedicar el tiempo de clase a discusiones y actividades prácticas. Luego, detalla las acciones tomadas, incluido mostrar un video sobre un cuento, analizarlo y aplicarlo, y realizar actividades individuales y grupales. Finalmente, concluye que el aprendizaje invertido mantuvo la atención de los estudiantes y redujo la
This document is a 43-page international management report submitted by a student. It discusses the importance of cross-cultural training (CCT) for short-term assignees working in Hong Kong. The report includes an executive summary, literature review on CCT and international assignment planning, methodology, findings on Chinese culture and business, discussion, recommendations, and conclusion. Key topics examined are the effectiveness of CCT, importance of cultural understanding such as Guanxi networks, and implications of China's political environment for foreign businesses. The student conducted research in Hong Kong to understand how CCT can help expatriates adapt to the local business culture.
Estudio de alternativas de accesos rodados al barrio de Nuevo Rocesavnuevoroces
La empresa Balia Ingenieros realizó por encargo del Ayuntamiento de Gijón un estudio previo de alternativas para la mejora de los accesos a Nuevo Roces. Se ha entregado a la Asociación de Vecinos una copia de este estudio que hacemos aquí pública para todo el vecindario.
Informe reunión Concejal Obras Públicas Ayuntamiento Gijónavnuevoroces
El pasado día 22 de Diciembre se mantuvo una reunión en la " Casa Rosada" con Manuel Arrieta ( Concejal de Obras Públicas) Se trataron varios aspectos de los que dejamos constancia en este informe.
Credence Communications Pvt. Ltd. is a multi-competency management consulting firm with over 15 years of experience offering strategic services. It started as a PR firm called Credence PR and expanded into defense think-tank DefenceIndia and management consulting. Credence focuses on perception management, business growth strategies, and integrating new technologies. It works in various domains through its alliance called The Credence Alliance. The leadership team includes Rajesh Dixit as Chairman and other Directors who have expertise in areas like perception management, employee happiness solutions, management models, and digital solutions.
This document is a curriculum vitae for Muhammad Ramzan. It provides his personal and contact information, including his present address working as a Commis 111 Butcher at the Crowne Plaza Hotel in Doha, Qatar. It outlines his objective to obtain employment as a chef butcher in an international hotel company. It also lists his educational and professional qualifications, including completing a diploma in food hygiene and training in pastry kitchen skills. His work experience includes his current role at Crowne Plaza Hotel since 2012 and previous role as a butcher helper at Awari Hotel in Lahore, Pakistan from 2011 to 2012.
El documento contiene una lista de los regalos más significativos que la persona ha recibido, incluyendo la amistad de sus compañeros y su familia. También enumera tres regalos que le gustaría recibir como un abrazo de sus padres, viajar a diferentes lugares y estar con una persona extrañada. Luego discute el significado de recibir regalos y cómo pueden ser una forma de agradecimiento por las cosas buenas que ha hecho una persona.
This document provides an overview of work order management features in MC Express. It describes how to create and edit work orders, view work order lists and apply filters, navigate work order pages and components, and use features like starting/stopping timers, updating statuses, adding notes, creating follow-up work orders, and deleting work orders. Screenshots and examples are provided to demonstrate these processes.
Learn how to make the most of work order management tools with this in depth look at the actions available to interact with work orders such as controls/filters, labor calendars, and status history. The Work Order Explorer and Work Order Matrix will also be discussed.
This document provides an overview of vendor management in MC University's maintenance management software. It discusses adding vendors to parts so that purchase orders can be automatically created when stock levels drop below reorder points. It also covers defining vendor information, adding multiple vendors to items, and designating vendors as labor resources to make them available for work orders. The document includes examples of adding vendors to parts and ordering stocked and direct issue items.
The document provides an overview of parts management features in MC Express, including how to create and edit parts, work with part lists and filtering, view part pages and components, and manage part inventory through features like counting, applying counts, adjustments, transfers, checkouts, and receiving parts. Key points covered include the different methods for creating new parts, required and optional fields, editing existing parts, viewing part summary and list information, applying filters, navigating part components, and inventory transaction examples.
The document discusses data relationships and report criteria in MC University reporting courses. It defines one-to-one and one-to-many relationships and provides examples like work orders to assets and work order labor. It also discusses avoiding duplicate records by sorting on primary fields and modifying report criteria by adding, removing, and editing criteria fields and field labels. Interactive examples are provided to practice these skills.
This document summarizes new asset and preventive maintenance management features in MC v7.0. It introduces an enhanced quick search tool for assets, improved criteria for assigning assets to repair centers, and new right-click options. It also describes a preventive maintenance balancer tool to help schedule work orders and additional controls for customizing preventive maintenance scheduling. Interactive examples are provided to help users practice using the new features.
This session will show why pivot reports are effective when you need to show data using two dimensions. Learn how to properly configure pivot reports and define fields to include the correct type of data is output.
Govology Webinar: Detailed Preparation of the ICP Part I: General & Job Cost ...Robert E Jones
Government contractors subject to the Allowable Cost and Payment contract clause (FAR 52.216-7) must submit an adequate incurred cost proposal (ICP) within six months after the end of the fiscal year. A completed ICP provides the contractor with their claimed rates which, when approved, become final indirect rates for the period in question. In order to provide an adequate submission to the government, contractors must be knowledgeable of all the components of the incurred cost proposal and have an understanding of the proper treatment of costs to accurately calculate indirect rates. Join us for our two-part webinar where we will provide step-by-step guidance of each schedule and the required and recommended supporting documentation. We'll make sure you know how to properly present adjustments to general ledger amounts and how to document your working papers in preparation for an audit.
Part I in this series will focus on general and job cost ledger related schedules. Part II will dive into other schedules, special issues, and templates.
This document provides an overview of work order management features in MC Express. It describes how to create and edit work orders, navigate work order lists and apply filters, view details on work order pages, and use features like starting timers, updating statuses, adding notes, and creating follow-up work orders. Interactive examples are included to demonstrate these skills.
Gain a better understanding of how Maintenance Connection handles the receiving and invoicing process in the Purchase Order Module. Learn about RMAs and various other PO-related processes.
This session will provide overviews and examples of the complete/close functionality of work orders, including configuration of the standard/enhanced complete/close screen.
Learn how to make the most of work order management tools with this in depth look at the actions available to interact with work orders such as controls/filters, labor calendars, and status history. The Work Order Explorer and Work Order Matrix will also be discussed.
This session covers basic work order preferences and takes a closer look at the complete/close and Enhanced Complete Close preferences. Work order printout preferences, and explorer/custom filter preferences will also be discussed.
The document provides an overview of parts management features in MC Express, including creating and editing parts, part lists and filtering, part pages, and inventory features. Key points include that there are multiple ways to create new parts, such as through part lists or detail pages, and parts have various components that can be viewed and edited. Inventory features allow counting, applying counts, adjusting quantities, transferring between stock rooms, checking parts out to work orders, and receiving parts.
Similar to W07 - Tracking Time and Costs on Work Orders (MCU) (20)
Three Easy Ways to Radically Improve Your Manufacturing Asset Management ProcessMaintenance Connection
As consumer demands change and inventory levels fluctuate, inventory management within a facility is critical for staying ahead of the market—and competition. A CMMS platform that not only supports robust asset management, but also a fully integrated inventory module, has become a 'must-have' for high performing organizations looking to maximize profitability and efficiency in their day-to-day facility maintenance operations.
As consumer demands change and inventory levels fluctuate, inventory management within a facility is critical for staying ahead of the market—and competition. A CMMS platform that not only supports robust asset management, but also a fully integrated inventory module, has become a 'must-have' for high performing organizations looking to maximize profitability and efficiency in their day-to-day facility maintenance operations.
Join Adam O’Brien, Success Marketing Manager for Maintenance Connection, and Matt Sayler, Manager of Customer Success, as they examine 3 inventory strategies that you can deploy to maximize your CMMS return on investment!
In today’s age, organizations find themselves needing the ability to address planned and unplanned work with increasing speed and accuracy. With the advancements in technology in the last 10 years, the CMMS digital transformation is no longer a luxury, but a necessity, for high performing organizations that want to stay atop their asset management game!
Join Adam O’Brien, Success Marketing Manager for Maintenance Connection, as he examines 3 key ways, along with key strategies for easy implementation, that you can maximize mobility in your CMMS platform in no time!
Click here to watch the webinar in it's entirety: http://bit.ly/2gNY3bE
Manufacturing processes are continually evolving, and industry professionals are striving to stay relevant. Here's how manufacturers can modernize their processes and organization with preventive maintenance (PM).
The document summarizes updates to the MC University system administration software version 7.0, including changes to access groups and permissions, documents and images, rules manager, and labor management. Key updates allow for field-level permissions, permission searching across modules, adding documents and images on-the-fly, and defining rules and schedules at the record level. Interactive examples are provided to help users practice the new skills.
This document discusses work order preferences in MC University's work order management system. It covers setting defaults, behaviors, formats, sections and filters. Preferences can be set at the repair center or user level to customize fields, values, lists, reports and more. Conditional formatting and 10 custom filters can be applied to the work order list. The preferences tailor the interface and functionality to individual repair centers and business needs.
The document discusses notifications and alerts that can be set up in the Rules Manager at MC University. The Rules Manager allows establishing rules to automatically trigger actions based on events, such as sending emails, texts, phone calls, or notifications. It provides examples of setting up email and text notifications that are sent when certain criteria are met, such as notifying a supervisor of a completed work order by email. It also discusses setting up alerts as pop-up messages or messages sent to the internal Message Center. Interactive examples are provided to demonstrate setting up different notifications and alerts in the Rules Manager.
This document provides an overview of Rules Manager in MC University, which allows establishing guidelines for automatic actions based on predefined events. The Rules Manager Dialog lists all defined Rules and allows viewing additional details by hovering over a Rule. Rule criteria can be defined to specify which records an action will apply to, and rule actions define what action will be initiated when a rule is triggered, such as sending emails, texts, phone calls or other notifications. The document outlines how to create new rules by selecting an event, and optionally defining criteria and required actions.
This document provides an overview of labor management and human resources processes within MC University. It discusses labor records, updating labor information, contact details, rates, training records, staff departures and rehiring processes. Interactive examples are provided to demonstrate navigating the labor list, interacting with training records, and managing staff departures. Reporting examples including editable smart reports on labor contact info and training lists with charts are also mentioned. Batch updating of similar fields across multiple labor records is covered.
This document discusses various tools in MC University's system for customizing the user interface, including the Forms Manager, Tabs Manager, Menu Manager, and tools for conditional formatting and user defined fields. The Forms Manager allows customizing fields within modules by hiding, labeling, or requiring fields. The Tabs Manager customizes tabs within modules. The Menu Manager customizes the module chooser. Conditional formatting customizes record appearances in list views. User defined fields add custom fields and lookups to modules for additional tracking. Interactive examples demonstrate using these tools.
This document provides an overview of key performance indicators (KPIs) and dashboards in MC University's asset management system. It defines KPIs as measurements that evaluate performance and gives examples. Dashboards are described as special presentation views for organizing and displaying important information about KPIs. The document outlines functionality for editing KPIs, grouping them on dashboards, running reports and charts from dashboards, filtering data, and advanced features like cloning and trending KPIs.
The document provides an overview of access groups in MC University. It defines access groups and rights, describing how access groups are used to define member permissions for modules, records, and features. It also covers the default access groups, individual rights, access group tabs for general information and application access, and repair centers, locations, and reports that can be limited for each group. The document discusses enabling and disabling rights as well as cloning access groups to quickly create new groups with similar permissions.
This document provides an overview of user and password management techniques in MC University. It describes the different types of users, including laborers and requesters. It also outlines the process for creating and approving new user accounts, obtaining login credentials, and using the password management tool to update passwords or security settings. The document includes examples of signing up new users, approving accounts, and using features of the password management interface.
Pivot reports are a special type of summary report that aggregates data along two dimensions. They allow data to be grouped and summarized in rows, columns, and summary calculations. The pivot table definition determines the fields and how they appear as rows, columns, or summaries. Examples of pivot reports include work order counts by shop and status, and total labor cost by priority and time period. Interactive examples demonstrate how to set up pivot reports to summarize hours worked by quarter and priority, and total costs on work orders by type and shop.
This document discusses custom expressions and fixed criteria in advanced reporting. It provides examples of using custom expressions to modify field formats, perform calculations, and examples of common fixed criteria expressions. It demonstrates how to create a custom expression to calculate a 10% cost increase and convert a date field to only show the date. It also shows an example of a fixed criteria expression to filter a work order report to only show orders that took over 10 days to complete.
This document discusses emailing, scheduling, and exporting reports in MC University. It provides information on emailing reports manually or automatically scheduling them to be sent at intervals. Reports can be exported to formats like PDF, HTML, CSV, XML, Excel and Word. Interactive examples demonstrate how to email, schedule and export reports from the Report Preview window toolbar.
This document discusses smart reports in MC University. Smart reports allow users to find, filter, edit, and engage with live data directly in reports. Key features of smart reports include smart elements, smart settings, smart panes for filtering data, smart search, smart actions for editing fields and opening records, smart buttons for saving data, and smart email for sharing reports. Interactive examples are provided to demonstrate adding criteria to smart panes, creating reports to open records, and interacting with different types of smart reports.
This document discusses conditional formatting in reports. It defines conditional formatting as applying user-defined formatting to reports based on predefined criteria. It provides examples of conditional formatting like highlighting inactive records in an asset list or bolding labor hours over 40 in a timesheet. It also explains how to set up conditional formatting by defining criteria like numeric values or text, operators, applying the criteria to specific columns or rows, and setting format styles. Interactive examples demonstrate applying conditional formatting for inactive assets and values over a certain amount.
This document summarizes new features and enhancements in MC University's Parts and Purchasing module in the v7.0 update. Key changes include adding multi-bin functionality for inventory parts, enhancing part checkout processes, improving rotating part features like support for multiple bins and compound assets, adding a purchase order sub-status field, and customizing purchase order reports. The document encourages reviewing interactive examples and taking a quiz to test understanding of the new version.
What to do when you have a perfect model for your software but you are constrained by an imperfect business model?
This talk explores the challenges of bringing modelling rigour to the business and strategy levels, and talking to your non-technical counterparts in the process.
INTRODUCTION TO AI CLASSICAL THEORY TARGETED EXAMPLESanfaltahir1010
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2. MC University
Agenda
Labor Report
Costs Tab Defined
Estimated vs. Actual Labor
Estimated vs. Actual Materials
Other Costs and Tools
Converting Estimates to Actuals
4. MC University
Labor Report Overview
Record notes and activity on Work Order
Ongoing note (continuous)
Often completed during Complete / Close
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Labor Report Overview (cont’d)
Add / edit Labor Report options from Tasks
tab:
• Type directly into field
• Edit button
• Actions Lookup for consistency
Failure Analysis and Follow-up Work data also
available
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Labor Report Complete / Close
Complete / Close process typically requires
Technician to fill in Labor Report
Functionality is similar
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What are Work Order Costs?
Costs can be associated with Labor, Materials,
and Other Costs
Costs added from:
• Procedure (Estimates)
• Manual (Costs tab)
• Manual (Complete / Close)
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Estimates vs. Actuals Overview
Estimates are pre-determined:
• Not completed or used
• Can be turned into Actuals
Actuals have already occurred or been used:
• Real cost of Work and Materials
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Labor Fields and Columns
Estimated Labor fields and columns:
• Selection Checkbox for removing entries
• Labor description field (Craft or Labor Name)
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Labor Fields and Columns (cont’d)
• Estimated hours (estimated work to complete)
• Cost based on estimated hours and Labor rate
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Labor Fields and Columns (cont’d)
• Charge rate defined for individual or craft
(subject to designated markup)
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Labor Fields and Columns (cont’d)
Actual Labor fields and columns:
• Selection Checkbox for removing entries
• Labor description field (Craft or Labor Name)
• Reg, OT, and Other Hours expended by Labor
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Labor Fields and Columns (cont’d)
• Work Date when work was completed
• Cost based on actual hours and Labor rate
• Charge rate defined for individual or craft
(subject to designated markup)
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Labor Fields and Columns (cont’d)
Last row of Estimated and Actual Labor
includes:
• Total Hours
• Total Costs
• Total Charges
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Adding Labor
Actual Labor must be manually created (or
converted from estimate)
Use Add button to open Labor Module
Lookup
Craft, Employee or Contractor selections
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Adding Labor (cont’d)
Labor Actuals fields:
• Reg, OT or Other Hours
• Date
• Time In and Time Out
• Assignments for this Labor complete
• Comments
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Adding Labor (cont’d)
Labor Estimates and Actual Fields:
• Account and Category
• Auto-Calc Cost? and Auto-Calc Charge?
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Materials Overview
Estimated Materials:
• Typically populated from Procedure
• Creates a “reserve” quantity
Two types of items for estimated material
costs:
• Stocked
• Direct Issue
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Materials Overview (cont’d)
Actual Materials:
• Adjustments are made to Inventory levels
• Can be used to “rotate” Assets
• If estimates are defined, actual cost records will
be created
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Materials Overview (cont’d)
Three types of items for actual material costs:
• Stocked
• Direct Issue
• Out of Pocket
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Adding Materials (cont’d)
Inventory Items Popup:
• Actual Qty
• Account and Category
• Other Cost, Cost, and Charge
• Auto-Calc Cost and Charge
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Adding Materials (cont’d)
Rotating Assets:
• Last 5 fields of Inventory Popup
• Business process specific!
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Other Costs Overview
All costs that are considered miscellaneous /
not associated with Inventory
Estimates can be converted (same as Labor
and Materials)
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Complete / Close Dialog Options
Convert estimates to actuals via the Complete
/ Close Dialog
Allows Techs to track actual costs and update
inventory levels
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Complete / Close Dialog Options (cont’d)
Complete / Close Dialog includes section to
enter additional Labor, Materials, and Other
Costs
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Convert Labor and Material Estimates
Quick mechanism to convert existing
Estimates or Assignments to Actuals
Resets records created on the Actuals page
and creates new records
41. MC University
Adding and Converting Labor: Example
Now let’s take a look at adding Estimated
Labor and Materials to a Work Order, and
converting to an Actual Labor record!
Introduction: In today’s presentation we will be discussing Work Order Labor and Materials, including information on estimated and actual Labor, estimated and actual Materials, Other costs and Tools, and walking through how to convert Estimated to Actual records via the Complete / Close on the Work Order.
Labor Report: How to utilize the Labor Report, it’s functionality, and where to access.
Costs Tab Defined: Overview of the different types of Labor and Materials (estimates and actuals), and views of the Costs tab.
Estimated vs. Actual Labor: Details of estimated and actual Labor and tools for using both.
Estimated vs. Actual Materials: Details of estimated and actual Materials and tools for using both.
Other Costs and Tools: Details of miscellaneous cost tracking, as well as how to add Tool estimates / utilize the Tool module for quantity updates.
Converting Estimates to Actuals: How to convert estimates to Actuals.
SECTION OVERVIEW
Bullet 1: The Labor Report sub-tab displays the Labor Report used to record notes / activity on the Work Order. This sub-tab is accessed from the Tasks main tab of the Work Order, Labor Report sub-tab.
Bullet 2: In contrast to the individual notes created on the Notes / Status History page, the Labor Report is one continuous (ongoing) note regarding activity.
Bullet 3: The process of completing the notes for the Labor Report is typically done via the Complete / Close of the Work Order.
Bullet 1: The Labor Report has many different options available for adding as well as editing information.
Sub-Bullet 1: One way to add Labor information is to simply type directly into the Labor Report text box.
Sub-Bullet 2: There is also an Edit button capability next to the “Add” button at the top right of the Labor report text box, which will open up a larger Text box to allow for easier viewing of longer paragraphs.
Sub-Bullet 3: Lastly, the Actions Lookup stores commonly used actions which can be utilized for consistency as well as can be time saving for the Technician (these can also be edited to store organizational specific information, if necessary).
Bullet 2: From the Labor Report sub-tab there is also access to the Failure Analysis section, as well as Follow-up Work capability (when clicking on New a follow-up Work Order is created).
Bullet 1: The complete / close process of the Work Order typically will require / have the Technician fill in information to the Labor Report. This Labor Report section can be hidden / moved depending on the type of Complete / Close in place at your organization (for more information on the Complete / Close and Enhanced Complete / Close, please reference the Work Order Standard and Enhanced Complete Close Configuration presentation).
Bullet 2: The Labor Report functions the same from the Complete / Close as it does from the Labor Report sub-tab, however the Technician can fill in details about many different parts of the Work Order in one easily accessible location. It is important to note that the functionality is close to the same except for the edit button and the follow-up indicator not being added to this section.
SECTION OVERVIEW
Bullet 1: Work Order costs can be associated with Labor, Materials, or Other Costs and are tracked against the Work Order from the Costs tab. The Costs tab is designed to track all costs associated with the Work to accurately record and report these costs.
Bullet 2: Costs can be added in multiple ways:
Sub-Bullet 1: A Procedure is the most common way of adding estimated costs, as estimated materials are generally used for Preventive Maintenance Work Orders.
Sub-Bullet 2: However Actual costs can be added manually via the Costs tab.
Sub-Bullet 3: Or Actual cost records are created from the complete / close screen by converting estimated into actuals records.
Bullet 1: Estimated Costs are any costs that are being pre-determined for the Work Order.
Sub-Bullet 1: Have not been completed or verified.
Sub-Bullet 2: These estimated costs are designed to be, eventually, converted into Actual records (this process is explained later in this presentation).
Bullet 2: Actual costs are any costs that have already occurred or been used.
Sub-Bullet 1: For example, the work has already been done by the Technician and the Materials have already been used. Because of this reason, the Charge is applied and the cost of work will be noted, unlike the estimates.
SECTION OVERVIEW
Sub-Bullet 1: The selection Checkbox is designed to offer a selection for removing Labor entries. To select a row, click inside the checkbox. To remove a selection / check that has been made, click inside the checkbox. This column is also used when estimated labor has been added or edited, but not yet saved (revert control). Clicking that control will revert the changes / additions before saving.
Sub-Bullet 2: The Labor field is the description of the Labor itself. If the Labor is a craft, the craft will be listed. If it is assigned to an individual, the individual’s name will be displayed.
Sub-Bullet 3: The Estimated Hours column will only be shown for estimated Labor records. This column will show the amount of Hours that has been estimated for that particular assignment.
Sub-Bullet 4: For estimated labor, the Cost is calculated by taking the estimated hours and multiplying by the Rate defined at the Labor Record level.
Sub-Bullet 5: The total charge for the labor record is based on the charge rate defined for the individual or craft, or is subject to a designated markup. If there is no markup or charge rate defined for the labor resource or craft, the charge will be the same as the cost. If there is a markup defined for the labor resource or craft, the charge is calculated by determining total cost and applying the markup percent. If there is a charge rate defined for the labor resource or craft, the charge is calculated by multiplying the total hours by the charge rate (regardless of whether the hours are for regular or overtime). If there is both a charge rate and markup defined, the charge rate will be used.
Screenshots: An example of how the Charge rates function is depicted in the above screenshots. The Computer Technician II has a Regular hour rate of 100, with a Charge Rate of 30. Because there is both a Markup Percentage AND a Charge Rate in place, the Charge Rate is used. When adding the Craft of Computer Technician II to a Work Order for 1 hour of estimated work, the Cost is 100 however the actual Charge for the work will be 30 as designated on the Rate of the record.
Note: Some of these fields function identical to the Estimated Labor portion, so they will only be listed here and not gone into full detail!
Sub-Bullet 1: Same as Estimated Labor functionality.
Sub-Bullet 2: Same as Estimated Labor functionality.
Sub-Bullet 3: The Actual, Regular, Overtime, and Other Hours column show the actual hours expended by the Labor resource for the work order. Regular hours are copied from the target hours listed in the assignment if assignments were converted to actual labor (explained in detail later in presentation).
Sub-Bullet 4: The date defined on the record is considered the Work date (copied from assignment date if assignments were converted to actual labor). This field can be back-dated if needed.
Sub-Bullet 5: The total cost for the labor record, which is calculated based on the hours entered and the corresponding rates for the labor resource.
Bullet 1 / Sub-Bullets: The last row of the Estimated and Actual Labor table displays the total labor hours, costs, and charges. This is a cumulative count of all rows of Labor that has been added for the particular Work Order.
Bullet 1: Actual Labor records must be manually created on the Work Order, as they are intended to be used to track real Hours and Costs that have been accumulated after work being done. If estimates have been populated from a Procedure, then the option to convert the estimated Labor to Actual records is also an option – however this will be discussed in more detail later in this presentation.
Bullet 2: The “Add” button is used to add additional Labor records (for both actuals and estimates). When selected, the Labor Lookup will open, allowing the Technician / User to pick their name (or another users name) from the options.
Bullet 3: In the upper left hand corner of the Labor Lookup there are “Type” selections for Craft, Employee, or Contractor. By filtering through these Types, different Labor resource records will be shown to select from.
Bullet 1: After selecting a Labor resource for Actual Labor, there are many different fields that can be filled in (dependent on organizational needs).
Sub-Bullet 1: There are three different types of hour fields that can be utilized to accurately reflect what type of hours have been completed. Regular hours are the most common use, however Overtime (OT) and Other Hours can also be used to track specific types of hours separately. This can especially be helpful when reporting off specific types of hours (such as reporting on all Overtime hours spent). Costs and charges are automatically calculated after entering the hours, based on the rates stored for this labor resource.
Sub-Bullet 2: The Date field is designed to track the specific Date the work was performed. The date field will be populated with the current date by default. This date can be overwritten to reflect a different work date if necessary.
Sub-Bullet 3: The “time in and out” fields can also be entered, allowing Technicians to track the exact times that they performed the work. The “Time In” and Time Out” fields are maintained independently of the hours fields, however, so they must be calculated by the Technician.
Sub-Bullet 4: The indicator for “All assignments for this labor are complete?” is set on by default. This control allows you to show that multiple assignments for this labor resource (associated with this work order) are all complete, without having to access each individual record. This state of completion will be reflected on the Complete/Close Work Order Dialog.
Sub-Bullet 5: The Comments field can be used to add any additional explanatory information required.
Bullet 1: There are a couple of indicators that both estimated and actual Labor records will show when adding new Labor.
Sub-Bullet 1: The Account and Category can be modified using the module lookup to access a list of accounts/categories stored in the respective module. There is also an option on the Work Order Complete / Close to fill in all Accounts and Categories for ALL records on the Work Order with the same Account / Category.
Sub-Bullet 2: The Auto-Calc Cost? and Auto-Calc Charge? indicators are, by default, automatically selected. These Indicators control the calculation of the Cost and Charge based on the standard calculations within MC. If these are unchecked, the Technician / User can then have manual control to change the Cost / Charge free of auto-calculations.
Bullet 1: After selecting a Labor resource for the work (in this example the Contractor name is American Shack), the Estimated hours must be entered. The Cost and Charge for the work will be auto-calculated based on the Labor record rates.
Bullet 1: As shown in this screenshot, there are multiple different hour options to choose from – in this example, 2.5 regular hours were completed, while 1 were considered overtime hours. The work Date took place on 2/5/2014, and the Time In / Time Out have been filled in to show the exact time that the Technician was performing the work. The Cost and Charge have been auto-calculated from the Techs Labor rate, and the Tech has completed all assignments for the Work Order and filled in comments that the work has been completed.
SECTION OVERVIEW
Bullet 1 / Sub-Bullets: Estimated Materials are typically populated from a Procedure from a PM schedule, and alert the Technician of what Materials should be used / can be used, track the estimated costs for planning purposes, or for other organizational purposes. If there are estimated Material records created for stocked Inventory items, MC will reserve the quantity of Material designated in the Inventory Module. Similarly, as quantities are modified, MC ensures the correct estimated quantities are reserved.
Bullet 2 : There are two types of items that can be added for estimated material costs – Stocked and Direct Issue.
Sub-Bullet 1: Stocked items are inventory items/parts that are maintained in a stock room. Inventory is maintained on stocked items, indicating the quantity on-hand (physically available), the quantity reserved and the quantity available (on-hand less amount reserved).
Sub-Bullet 2: Items that are being requested for purchase specifically for a Work Order are designated as “Direct Issue.” Direct Issue items do not affect any inventory retained in a stock room. Add the item as estimated material, using the Stock Room Filter Control to specify that the item will be “Directly Issued.” This option generates a “request” for the Direct Issue item, prompting appropriate users to create a purchase order for the item(s). Once a purchase order has been generated (through the Order Items Feature or through the Purchase Order Module), it will be listed on the “Costs-Purchase Orders” Tab for the work order.
Bullet 1: The Actuals Materials section of the Work Order Costs page lists actual material that is used for the currently displayed Work Order.
Sub-Bullet 1: As actual material is recorded, appropriate adjustments are made to stock room inventory levels.
Sub-Bullet 2: In addition, actual material records can be used to “rotate” assets between stock room and production nodes on the asset tree (not discussed in detail in this presentation).
Sub-Bullet 3: If estimated materials were defined for the work order, actual cost records will be created. Initially, these records will only have values for estimates; the actual quantity and cost fields will remain blank until updated on this page or through the Complete/Close Process (conversion process explained in more detail later).
Bullet 1 / Sub-Bullets 2 & 3: There are three types of items that can be added to the Work order for actual material costs. This includes Stocked and Direct Issue items (same as estimated Materials).
Sub-Bullet 3: Items that will be purchased “out of pocket” can be added as Actual Materials. Items that are designated as “out of pocket” do not affect inventory and do not initiate any purchase order activity, making it ideal for on the fly additions that do not need to be tracked via Inventory.
Bullet 1: To access the Inventory Module lookup, simply click on the Add button under the Materials (estimates) or Materials (Actuals) section. This will open the Inventory Module lookup.
Bullet 2: There are many different filters available to narrow down searches / choices. To select a specific Type of item (such as Direct Issue or Out of Pocket) use the navigation controls in the upper left hand corner of the lookup. The Indicators for “Items set as Direct Issue” or “Associated with Asset / Location” can also be helpful when narrowing down Item choices.
Bullet 1: After selecting an Inventory item to add to the Work Order, the Inventory Items Popup will display – prompting the Technician / User to fill in important information.
Sub-Bullet 1: The Actual Qty should be filled in with the amount of the Item that was actually used. This will auto-populate the Cost / Charge appropriately, dependent on the amount of Items.
Sub-Bullet 2: The Account and Category can be filled in by using the module lookup to access the list of accounts / categories stored in the respective module.
Sub-Bullet 3: The Other Cost, Cost and Charge rate can be modified as needed. The value placed in the Other Cost field is added to the total Cost and Charge fields. Changes made will only effect this particular actual material record (will not change the rate associated with the inventory item).
Bullet 1 / Sub-Bullets: The last five fields on the Inventory Items Popup can be used to designate the rotation of assets between production and stock room nodes, or between different locations on the asset tree. This functionality is organizational specific as not every one will choose or need to use this feature. Because of the complexity and uniqueness of Rotating Assets as Inventory Items, this topic is discussed in full detail in the Parts and Purchasing Track.
Bullet 1: After selecting Inventory Item # 125031 for an estimated item, the Cost and Charge for this item are auto-populated from the information stored on the Inventory record. The Account and Category can be filled in (if necessary), and any other costs associated with this Item can be added as well. The most important piece of information is the Est. Qty, as this will determine the cost / charge that is added. Also – this particular item has been selected as “Out of Pocket” which means it will not be deducted from any actual Inventory counts.
Bullet 1: After selecting Inventory Item 125030 as a Direct Issued item, it is important to fill in the Actual Qty and fill in any other costs (in this example, 4.50 has been added as additional costs for this particular item). The Cost / Charge will auto-calculate based on the Inventory record, however these can be modified if necessary. No information will be filled in at the bottom of the Dialog for Rotating Asset information, as this is not required / necessary.
SECTION OVERVIEW
Bullet 1: The Other Costs section of the Work Order is designed to track miscellaneous costs that may come up while completing the Work Order. These costs may be outside of the estimated Labor / Materials, and needs to be tracked as such. These costs are typically not associated with an Inventory item or specific Material.
Bullet 2: Estimate records created for Other Costs can be converted to Actuals the same way that Labor / Materials can – from the Complete / Close. Note: do not add manual cost records if you plan on converting estimates to actuals!
Bullet 1: When adding Estimates for Other Costs there are a few key fields that can be filled in to provide detailed information about the misc. costs. The Name and Description are entered by typing in any desired value – typically the Name is shorter and more concise, while the description provides more detail as to what the cost is. The Company, Labor, account and Category field only need to be entered if necessary (not required). For example, if it is important to enter the vendor associated with the cost, a Company can be added (see screenshot). The Cost and Markup can be defined as well, which auto-calculates the Charge.
Bullet 1: The Other Cost Actuals have additional field options available, however many of the fields are similar. The Name, Description, Company, Labor, Account and Category, Actual Cost, Markup, and Charge all function the same as the Estimates. However there are also fields for Invoice #, which allows the Technician to apply a specific Invoice to the record, as well as “Other 1 / 2” fields for any other information that needs to be included. The Comments section allows the Technician to include any important notes or information that pertains to the new Other Cost record.
Bullet 1: Tools that are added as estimates to the Work Order are tools that are needed to complete the Work Order. These Tools are created in the Tools Module of Maintenance Connection, and are not considered Inventory Items as they typically do not come at any cost. This feature is typically only intended to be used if you have Tools listed in the Tools module – otherwise, it does not relate to anything.
Bullet 2: These Tools are considered “borrowed” when they are added to a Work Order (used and returned), rather than purchased – so there is no cost record.
Note: Tool quantity records will NOT update automatically and must be manually updated. For example, if a Tool is added to a Work Order, then the user must go in and manually update the Quantity on Hand to change the Available count.
Bullet 1: To add a Tool to the Tools (Estimates) simply click on the “Add” button, and select the Tool from the Tool Module Lookup. Once selected, the record will be added to the Work Order. To change the Issued Quantity to the correct amount, simply go to the Tool record in the Tools Module, and select the “Locations” tab. From here, you can edit the “Issued” to reflect that one of the Tools is in use, and the Available will auto-calculate based on the data entered. The Last Counted field is also important to ensure that the counts are kept up-to-date and accurate.
SECTION OVERVIEW
Bullet 1: The powerful feature to convert estimates records (both Labor and Materials) is accessible from the Work Order Complete / Close Dialog. These are considered “Actions”, and the Indicators for these Actions are located under the Actions header.
Bullet 2: This functionality allows Technicians to track their Actual costs and update Inventory levels quickly and efficiently – without having to create manual entries for their costs. It is important to note that this feature should only be used if the estimates are = to the actuals, otherwise the data will be incorrect.
Bullet 1: The Work Order Complete / Close also has an additional section that can be shown (turn on via preferences) to add Labor, Materials, and Other Costs. This gives the Technician flexibility to add new records on the fly from the Complete / Close.
Bullet 1: The option to convert estimated or assigned labor to actual labor provides a quick mechanism to convert existing estimates or assignments to actual labor, allowing you to keep track of actual labor costs. The same process takes place for setting Materials / Other Cost estimates to Actuals.
Bullet 1 Note: The options for Labor are simply alternatives. You cannot set actual labor hours to both estimated and assigned labor. You must choose which current records (assignments or estimates) most accurately reflect the actual labor performed.
Bullet 2: It is important to understand that these options reset any records created on the Actuals Page. The conversion options create new “actual cost” records based on the information stored in the estimates or assignments, resulting in the deletion of any manually entered records. As such, to ensure that no important data is lost, you should not use these conversion options if you are using the Actuals Page to enter actual labor hours / costs or Materials actuals.