assetworks 2015 users...

2015 Preliminary Class Schedule (Proprietary & Confidential) www.assetworks.com/conference | 610.687.9202 Subject to change without notice [email protected] | #drive2015

AssetWorks 2015 Users Conference

PRELIMINARY COURSE LISTING

This is an overview of the courses that will be offered at the 2015 Users Conference,

as well as key event highlights. A full agenda, including course description,

tracks and instructors will be available online in the spring of 2015.

Sunday, March 29, 2015 to Thursday, April 2, 2015

Charlotte, North Carolina

Contents 2 General Agenda

3 Conference Overview

4 Session Track Descriptions

5 FA Sessions

12 M5 Sessions

18 CAM Sessions (Open to both FA and M5 customers)

http://www.assetworks.com/conference

mailto:[email protected]


GENERAL AGENDA

Sunday, March 29 > Pre-conference Activities, User Group Meetings and Opening Receptions

1pm to 3pm Product Orientation Session for New(er) Users

3pm to 4:30pm Product User Group Meetings

5pm to 6pm Regional Receptions: *Details about the reception will be available at the registration desk.

6pm to 9pm Opening Reception

Monday, March 30 > Opening Sessions and Training Sessions

7am to 8:30am Breakfast

8:30am to 10:30am Opening Session

10:45am to 12pm Product Opening Sessions

12pm to 1pm Lunch

1pm to 6:30pm Sessions / The Hub open

Tuesday, March 31 > Training Sessions, Roundtables, Solution Showcase

7am to 8:30am Breakfast (featuring the Solution Showcase)

8:30am to 12pm Sessions / Roundtables / The Hub open

12pm to 2pm Lunch (featuring the Solution Showcase)


Wednesday, April 1 > Training Sessions, Closing Lunch and User Group Meetings

7am to 8:30am Breakfast

8:30am to 12pm Sessions / The Hub open

12pm to 1pm Closing Lunch


4:45pm to 5:45pm Product User Group Meetings

Thursday, April 2 > Extended Training (Additional Fee)

7am to 8:30am Breakfast (For Extended Training Participants Only)

8:30am to 12pm Extended Training Sessions

12pm to 1pm Lunch (For Extended Training Participants Only)

**This agenda is tentative and subject to change without notice.




CONFERENCE HIGHLIGHTS

Hands-On Sessions Back again are Hands-On Sessions where you’ll be able to follow along in the program as the instructor guides you

through technical training. Seating will be limited and these sessions sold out quickly last year, so register early to

reserve your spot in the Hands-On classroom.

The Hub Computer Lab Monday – 1pm to 6:30pm | Tuesday – 8:30am to 6:00pm | Wednesday – 8:30am to 6:30pm

The Hub is the epicenter of the Users Conference. This hands-on computer lab stays open until 6:30pm each

evening so you have the chance to try out some of the new system features at your own pace – with an

AssetWorks staff member right there to answer all your questions. All our products and modules will be available

on these computers, as well as our FuelFocus Island Controller, KeyValet system and other handheld devices.

Product Orientation Session for New(er) Users Whether your company has just deployed AssetWorks solutions or you have just started using our products, this

orientation session can be a valuable primer to give you a basic overview of the technology, terminology and

navigation.

Product User Group Meetings One of the most beneficial aspects of the Users Conference is the ability to talk face-to-face with your fleet peers.

Led by FleetFocus Users with AssetWorks staff present for questions, the User Group Meetings cover new and

existing functionality. This is a great chance to learn from other users and share your expertise.

Solution Showcase AssetWorks invites our partners to come and share their knowledge and product information. Play the Showcase

Bingo game to learn more about the products and win prizes.

Extended Training AssetWorks is proud to present an additional half-day of training (for a nominal fee) to further address the “how

to’s” of accomplishing day-to-day tasks. These open forums will give you a chance to ask questions of the product

experts. Multiple sessions are offered. Please note these are not hands-on training sessions.

Cross Product Roundtables Focused on industry topics and timely issues, the Cross Product Roundtables encourage open discussions about

the challenges facing the industry today. The idea is to generate productive discussions about real world

experience and solutions. These sessions are open to any product line.




Session Tracks Choose classes from functional tracks that will be most valuable to you. AssetWorks arranges course content into

tracks that concentrate on specific functions, roles and work flows in the typical fleet maintenance organization.

This is to assist attendees that want to focus on classes that will have the most impact and return on investment

when they return to work. By presenting the classes in this manner, AssetWorks hopes you will get the most out of

your conference experience. Of course, attendees are invited to attend any class for which they will attain the

most benefit regardless of track.

Shop Floor/Parts Room

For users, including technicians

and parts room managers, who

need a full, end-to-end

understanding of the shop floor

and store room processes

supported by the FleetFocus

applications.

Maintenance scheduling

Work order execution

Time/labor management

Parts issues and store room management

Commercial work orders

Inventory management and purchasing functions

Back Office/Admin

For users responsible for

supporting shop floor operations

and tactical application of

maintenance policies and

procedures.

Shop planning

Equipment class maintenance (Class/Task relationships,

Maintenance Class Codes, Technical Specifications

Equipment acquisition and disposal

Warranty administration

Tactical reporting

Management/Front Office

For maintenance leaders

responsible for strategic direction

and interfacing with customers.

Review of newer functionality and future direction of the

FleetFocus products

Application of the various business intelligence modules within

FleetFocus (PMMs, reporting, ad hoc querying and dashboards)

Billing

Motor Pool and KeyValet

Customer Access

Power User/System Administration/Information Technology

For users responsible for keeping

the FleetFocus applications up to

date both in terms of new

versions and relevant supporting

codes, system options, security

and features.

System configurations

System upgrades

Custom dashboards (and underlying SQL statements)

Custom reports (both Crystal-based and Ad Hoc Query-based)

System troubleshooting




FA Course Listings The following courses are available for the FA Product Line only. Courses are listed alphabetically by session track.

General

FASuite Opening Session [FA]

Product Manager Kelley Ernsdorff begins the 2015 Users Conference with information about what is new with FASuite and what is on the horizon.

Introductory

FASuite Product Orientation Session for New(er) Users [FA]

If you are new to FASuite, you will want to attend this session. We will begin with an overview of all the FASuite product components including a high-level demonstration of the various user interfaces. This class will give new(er) users a good foundation for the rest of the week.

Hands-On Sessions

Create Your Own Ad Hoc Queries (Hands-On) [FA]

Ad Hoc Query is an interactive browser-based tool for creating and customizing queries/reports without needing help from technical experts. With links to specially-designed views into the FA database, Ad Hoc’s intuitive interface is designed for speed and ease of use. Come join us for a hands-on look at this tool and how it can benefit your organization.

Create Your Own Batch Processes (Hands-On) DOUBLE SESSION [FA]

Do you need an introduction to FASuite’s batch processing? Do you need a refresher? This double session will provide a detailed, hands-on lesson on how to use FASuite’s Batch Processing tool.

Create Your Own Dashboards (Hands-On) DOUBLE SESSION [FA]

Are you curious about what it takes to create graphs, charts, and gauges using FASuite Dashboards? Let us show you how in this hands-on class! In this double session you will create your own dashboards--graphs, charts, and gauges--that provide a real-time indication of what is happening in your shop.

Storekeeper Portal (Hands-On) [FA]

The Storekeeper Portal is a powerful tool for any materials management operation, powered by the Enterprise Purchasing functionality. This hands-on session will allow users to walk through several work flows including issuing parts, turning parts requests into requisitions or purchase orders, receiving parts and creating new parts on the fly. AssetWorks will show participants how to set notification flags when parts are ready for pick-up at the storeroom counter.

Supervisor Portal (Hands-On) [FA]

Join us for a hands-on training session performing all of the functions of the Supervisor Portal. Attendees will review the status of jobs in the shop, create new work orders, assign mechanics or crews to jobs, review real-time status of work in progress (employee management), schedule using the shop calendar, manage services due for PM, perform labor corrections, and review/close work orders.




Technician Portal (Hands-On) [FA]

The hands-on session for the Technician Portal will walk you through all of the steps a Technician will perform to complete his work. The instructor will have attendees capture labor to work orders in real-time, request parts, view repair history, complete PM Checklists, add tasks, and accurately finish work orders.

Work Management Portal (Hands-On) [FA]

To give your work supervisors more control over how they manage their work, learn about the power of the Work Management Portal. Customize your own view, by location, with available gadgets for specific information.

Work Order Postings (Hands-On) [FA]

The work order postings page offers an alternative to capturing labor in real-time or using the parts request functionality. For maintenance operations that prefer to post labor, parts and commercial charges after the fact, the work order postings page offers a streamlined, easy-to-use interface for just this purpose. The hands-on class will allow attendees to experience how easy it is to use this page.


Advanced Work Order Features [FA]

In this class you will learn about advanced work order features including multi-unit work orders, the direct charge-no work order screens, linking test results to work orders and how FA can automatically generate class/task labor standards.

Effective PM Scheduling with FASuite [FA]

AssetWorks is excited to share the many features available in FASuite for better managing your PM schedules and appointments. In this work flow-oriented class you will learn how to optimally utilize the full array of FASuite functionality (Supervisor Portal, Notifications, and Customer Access) to provide exceptional PM service to your customers.

Enterprise Purchasing [FA]

This session will provide a review of all the latest Enterprise Purchasing functionality available in FASuite. You will learn the requisition, bid, PO, and receipt processes for buying parts, fuel/fluids, and equipment using the Enterprise Purchasing screens.

Inventory Count Management with MobileFocus [FA]

This session will give an overview of the Inventory Count Management functionality, which allows your organization to keep the storeroom open while doing cycle counts. Attend the session to learn the end-to-end process of creating random/structured counts, assigning them to employees, performing counts using MobileFocus and viewing the results as they happen.

MobileFocus [FA] This session provides an overview and functional demonstration of MobileFocus - FASuite’s Windows Mobile application platform. The MobileFocus applications give you hand-held access to FASuite functions that are typically performed away from a workstation.

Posting Parts, Labor and Commercial Charges (Beginner) [FA]

In this beginner class, we will provide an overview of the many ways to post parts, labor, and commercial charges to work orders, with an emphasis on the Postings page available via the Supervisor and Technician Portals.




Shop Floor Management Using the Supervisor Portal [FA]

Join us for a complete soup-to-nuts training on how to fully utilize the Supervisor Portal to better manage the shop floor. Features to be covered include: viewing the status of jobs in the shop, creating new work orders, assigning jobs to mechanics or crews, checking the real-time status of ongoing work (employee management), shop calendar, viewing services due for PM, labor corrections, service request management, and work order review/close.

Storekeeper Portal [FA] AssetWorks is excited to show the functionality of the Storekeeper Portal, which is the web application designed specifically for parts room staff. The Storekeeper Portal consolidates many of FASuite’s inventory, parts request management and enterprise purchasing features into a single, easy-to-use web portal.

Tablet Based Mobile Applications [FA]

This session provides an overview and functional demonstration of applications AssetWorks built for the tablet-based Windows 8 platform. The tablet applications give you mobile access to FASuite functions that are typically performed away from a workstation.

Work Order Processing Using the Technician Portal [FA]

The Technician Portal is a single, feature-rich interface for mechanics to execute their daily work activity. Whether you are new to the Shop Activity portals, or are an existing user that wants to learn how to utilize more of the Technician Portal’s functionality, please join us for this in-depth session on FASuite’s most popular web module.

Back Office/Admin

Cradle-to-Grave Equipment Management DOUBLE SESSION [FA]

FASuite offers robust solutions to help your organization make critical equipment planning and replacement decisions. In this double-session, we will provide a comprehensive, end-to-end discussion of equipment management, all using modules that are bundled with the FASuite base system (in version 6.2 or greater): Replacement Modeling and Performance Analysis module, Equipment Planning module, and Fleet Equipment screen, to name a few.

Defining Complex Assets in FASuite [FA]

Assets with several components and relationships are complex - pipelines, highways, tunnels, etc. Learn how to configure FleetFocus and AssetWorks EAM to define and view complex hierarchies of assets.

Equipment Primary Information (Beginner) [FA]

Do you need an overview of capabilities for tracking your organization’s Equipment Units? The session leaders will provide a detailed review of the Equipment Primary Information screen and the many set-up issues associated with managing equipment units.

Overview of the FASuite User Interfaces (Beginner) [FA]

Any newer user should attend this session to learn how to navigate using the Graphical User Interface (GUI), the Enterprise Portal, and general Web Modules. We’ll explore the basic features of the GUI and Enterprise Portal and cover topics including menu organization; viewing, filtering, and sorting data; navigating the Web Modules; and the Online Help.




Preventive Maintenance Programs and Inspection Capabilities [FA]

Is your organization taking full advantage of the PM and Inspection capabilities offered by FASuite? Attend this session to find out! This session provides a detailed look at how the application handles PM Programs and Inspections, including discussion of when the system updates the schedule.

Users, User Groups, Security and Admin Mode [FA]

This session will provide an overview of the FASuite user access, security and how to tailor FASuite screens using Admin Mode. The topics will include user IDs, user groups, how to set up security templates and a discussion of new features to help manage passwords.

Warranty Tracking - Beginning to End DOUBLE SESSION [FA]

This session will provide an in-depth look at FASuite’s warranty features, from start to finish. If you want to take your organization’s warranty tracking capabilities to the next level, this session is for you. Topics include a discussion of how to set up equipment, component and parts warranties.

Web Reporting [FA] FA Web Reporting provides out-of-the-box reports (powered by Crystal reports), as well as a pipeline to distribute those reports and any number of custom reports through a zero-client, browser interface. This session provides an overview of FASuite Reporting functionality and illustrates how your organization can benefit from it.


Allocation and Assignment Portal [FA]

The Allocation and Assignment Portal is designed for tracking your organization’s non-fleet assets, and this class will provide an overview of the module as well as offer tips to making use of it best for whichever needs your organization may have. The Allocation and Assignment portal allows you to assign items to an Asset, Location, Department, or an Operator, leveraging the built-in functionality of FASuite parts, components and assets with a new portal to oversee and manage assignment records and requests for items.

Benefits of Fuel System Integration [FA]

What are the benefits of integrating a fuel solution with your FleetFocus FA system? This class will discuss the benefits associated with an integrated fuel system such as valid meter captures, a single system for fuel monitoring and the control on operating costs. See how with valid meter and fuel consumption data, fuel can become a preventive maintenance indicator and will provide detailed cost per mile reporting.

Benefits of Integrating Enterprise-Wide Systems [FA]

AssetWorks has years of experience building interfaces that eliminate manual entry and duplicate processes by keeping FASuite data (account codes, employees, vendors, equipment, parts records, purchase orders, monthly billings, etc.) in sync with external systems. Please join us to learn how integrating FASuite with other enterprise systems can automate these types of processes and yield improved data quality while saving costs.

Billing Module [FA] This class will provide an overview of the new Billing Module which is designed for review, adjustment, and approval of transactions for the purpose of billing internal customers for work order costs, fuel costs, recurring charges, special fees, motor pool usage and more.




Business Intelligence & Management Reporting [FA]

If you want to learn tips and tricks for getting management data out of FASuite, please join us for this session. This session will review the various business intelligence (BI) modules available in FASuite to monitor progress towards achieving your organization’s goals. We will discuss key management reports and explore the resources available in FASuite that Managers need to measure common fleet performance indicators.

Customer Access Portal [FA]

With the Customer Access Portal you can give your customers the ability to view equipment and work order information, and optionally allow them to enter selected data such as Service Requests, end of month meter readings, and edit/add new operators. This module coupled with the Notifications Module also allows your customers to schedule their PM appointments online.

KeyValet Automated Motor Pool [FA]

The KeyValet automated motor pool solution combines a secured key box technology, and an online reservations portal that integrates with FASuite’s Motor Pool Center software. KeyValet allows fleet managers to deploy an unmanned motor pool in an efficient, secure and cost-effective manner.

Motor Pool Reservations A to Z [FA]

This session will present an A to Z overview of FASuite’s Motor Pool functionality. In it we will cover the important motor pool setup options, as well as approvals, billing, configuration tips and the Reservations Portal.

Performance Measures and Monitors (PMM) Module [FA]

Join us to learn how Performance Measures and Monitors (PMMs) can help you assess maintenance trends. They are more than Key Performance Indicators (KPIs) and Dashboards which help fleets assess a current situation. PMMs are useful in determining the performance of a maintenance organization over time in a graphical representation.

What is Enterprise Asset Management? [FA]

Think beyond your fleet! AssetWorks technology works for more than just fleet and fuel management. AssetWorks EAM offers a comprehensive solution to managing the unique and various needs of all types of assets within your organization. AssetWorks EAM tracks maintenance and management for stationary, networked and boundary-based assets, such as bridges, roads and parks. Learn about some unique features available to effectively manage assets beyond the fleet.

What is Field Service Solutions (FSS)? [FSS]

AssetWorks Field Service Solution (FSS) is a complete AVL, field ticketing, driver behavior and mobile workforce management solution that improves the efficiency of fleet-based businesses. This course will cover how FSS can be useful for fleets in a variety of industries.

What's Coming in FASuite 15 [FA]

This session will highlight some of the most significant features coming in FASuite 15, and how they can benefit your organization. Please join us to see what your next steps with FA might be.

What's new in FASuite 14.x [FA]

The FASuite 14.x release is full of new features and functionality. This session will present recent enhancements that can have an immediate impact on how your organization uses the system.




Power User/System Admin/IT

Class/Task Setup Best Practices [FA]

AssetWorks will spend time with attendees reviewing best practices in setting up and using Class/Task relationships to ease data entry and drive efficient processes. Whether you need to build a PM program/checklists, build standard parts lists for certain jobs or identify specific resources required to perform specific tasks on a particular class of asset, this session will walk you through the best ways to accomplish this through configuration

Configuring Notifications and Interfaces [FA]

In this session, AssetWorks technical staff will walk through the steps of setting up notifications and configuring custom interfaces. Topics include an overview of the MAXQueue Designer, configuring out-of-the-box notifications and applying updates to interfaces.

Financial Tracking in FASuite [FA]

This session will review the financial side of the application. Topics include depreciation, usage tickets, end of period, historical costs, and accounts.

FuelFocus Setup and Troubleshooting DOUBLE SESSION [FA]

If you are an existing FuelFocus customer and want additional training on how to set up and troubleshoot the FuelFocus system, this session is for you.

Organization Structure and System Set-Up Options [FA]

This not-so-back-to-basics class is designed for new and long-time customers that want to take a fresh look at how the organization structure (Locations, Departments, Vendors, Accounts and Calendars) settings are configured. AssetWorks will highlight best practices, common and advanced set-up options during this session.

Shop Activity, Parts and Purchasing Setup Options [FA]

This session will focus on the configuration settings within Shop Activity and Parts to drive processes and manage data effectively. AssetWorks will focus on the settings that affect most operations and discuss the various processes that are impacted by selecting one setting over another.

Troubleshooting FA Base and Web Apps [FA]

If you need a primer on where to start when you are trying to figure out what technical troubleshooting steps to follow to solve a problem with the FASuite application, this is the session for you. We will review the steps you should follow to: diagnose FASuite app and database connectivity problems; resolve screen messages and errors; find and understand log files; generate the sqlcalls.log file; troubleshoot performance problems; and troubleshoot set up problems.

Troubleshooting MAXQueue [FA]

MAXQueue is a powerful tool for integration, notification and workflow. Learn troubleshooting techniques for common pitfalls. Topics will include reviewing log files, using the MAXQueue Error Handler and applying updates to interfaces.

Upgrade Tips [FA] This session for the technical experts attending the conference will review how to properly upgrade your FASuite environment, and will highlight the web application installation and configuration tools available in FASuite.




Extended Training

Crystal Reports Training [FA]

This 3-hour session provides basic instruction on how to extract data from your FA database using the Crystal Reports Designer. We will start with a brief introduction to the Crystal Reports application. The rest of the session will cover the following: use of ODBC database connections, inserting items into the report, filtering data, and basic grouping and sorting options. This is a step-by-step, hands-on workshop designed to give you actual practice creating a usable report.

FASuite for Experienced Users [FA]

This advanced training is designed for experienced users. Customers who have been using FASuite for at least twelve months (or more!) and seek training on the more advanced ways to accomplish day-to-day tasks are encouraged to attend this session. We plan to address topic such as Admin mode, and grid exporting; component tracking; advanced work management features including work assignment and standard jobs, to name a few. The session will also focus on the setup, administration and advanced capabilities of the Enterprise Portal and the Shop Activity (Supervisor and Technician) portals.




M5 Course Listings The following courses are available for the M5 Product Line only. Courses are listed alphabetically by session track.

General

FleetFocus M5 14.0.0 Enhancements [M5]

This session will include a high level review of major application enhancements as well as insight into new, upcoming functionality. This session will summarize existing features released within FleetFocus M5 version 14.0.0.

M5 Opening Session [M5] Product Manager Liz Eckman begins the 2015 Users Conference with information about what is new with FleetFocus M5 and what is on the horizon.

Introductory

FleetFocus FAQ [M5] This is a discovery session of common M5 support questions & concerns. Users have the ability to engage in dialogue around these issues and better anticipate future resolutions.

Product Orientation Session for New(er) Users [M5]

A full introduction of FleetFocus M5 will be given covering the basics of navigation, a high-level overview of each module and a review of reports as it pertains to specific functionality. There will be an open forum for questions (approximately 45 minutes), as well. This will be an interactive session and class participation is strongly encouraged.

Hands-On Sessions

Commercial Repairs [M5] Interested in finding out the options for entering vendor repairs? If you currently have someone responsible that only enters vendor repair data, this session will allow you to follow along and see how easy it is—whether you want to keep things simple and just enter the repair information on the original work or if you need to track repairs from the point of a contract through invoice reconciliation.

Create Your Own...Dashboards (Hands-On) DOUBLE SESSION [M5]

Want to learn how to generate effective M5 Dashboards? Let us show you how in this hands-on class! In this double session you will create your own dashboard-- graphs, charts, and gauges that provide a real-time indication of what is happening in your shop.

Create Your Own…Accident Entry form Screen Designer (Hands-On) DOUBLE SESSION [M5]

Interested in using Screen Designer to build a custom form? This session will show you how to incorporate the new enhancements into your custom accident form, including additional notes, enhanced fields on the witness i-frame, ability to pick and choose which fields to use on the i-frames, creating your own help text and much more.

Create Your Own…Ad Hoc Queries Beginner Session (Hands-On) DOUBLE SESSION [M5]

This is a Beginners session designed for users who are not familiar with the Ad Hoc Query Tool. It is an opportunity to gain a better understanding of the product by writing several simple queries using the Report List, Report Viewer, and the Report Designer Menu which includes the Data Sources Tab, Fields Tab, Summary Tab, and Filters Tab.




Create Your Own…Motor Pool Reservations with Screen Designer (Hands-On) DOUBLE SESSION [M5]

Using Screen Designer, learn how to build a custom Motor Pool reservation portal that can be accessed by all employees within your organization to request an M5 pool vehicle. This session will include design layout options so you can tailor the reservation entry to meet your business process.

Security [M5] This hands-on session will provide a security overview intended for System Administrators as well as building menus and creation of field security templates.


Auto Reorder Part Request/Purchasing [M5]

In the last few years, M5 has made big changes in how parts are replenished through transfers from other locations. Setting up and using central distribution locations is now more practical, with several tricks added to stage requests, organize shipments, and even transfer, receive, and issue parts with one click. This session will delve into these new features in detail.

Driver Management [M5] In our changing industry where management of the 'safe vehicle' has always been paramount, industry shifts now mean that demonstrating the management of the 'safe driver' is becoming even more critical. How does your organization record your drivers? What can you do to record and manage your drivers’ event history in M5? How can you define your risk rating for each driver and determine which drivers are the biggest risk to your organization? This session will overview the very latest M5 driver management functionality and discuss the reasons why this area is becoming so important to organizations

Employee Training Certifications [M5]

Employee Certifications will allow you to track any training certifications that your technician may be required to maintain. This ensures that the right technician is assigned to the correct task, preventing work from being performed inadequately and avoiding potential personal injury.

Integrating Mobile Wireless [M5]

Bring the convenience, ease and cost savings of wireless technology to your fleet operations. Remote data capture can play a vital role in ensuring data integrity and timeliness. This session will discuss the many options available to FleetFocus M5 users including wireless handhelds and tablet PCs. Practical uses and cost considerations will also be covered.

Labor Capture Options [M5]

In this session, you will be provided with an overview of the options to capture labor within M5, including real-time labor capture that features employee assignment functionality providing a paperless method.

Physical Inventory Process [M5]

This session will walk you through the various steps to perform a physical inventory, including building count sheets, reviewing any variances and adjusting to get your inventory levels updated.




Shop Portals [M5] This class will review the brand new Shop Portal functionality that is designed specifically for use by Shop Supervisors using FleetFocus M5 with real-time labor capture. The features of the new portal include a beautiful display of all open jobs and work requests for the shop(s) along with a view of the Technicians available, by shift, to perform the work. There is functionality to assign these jobs to Technicians by the Supervisor simply by clicking and dragging the jobs to the Technicians. Participants are urged to join in on discussions at the end of the class for talking points on what other Supervisor specific features should be added.

Smart Mobile Apps [M5] This class will include a full review of how Smart Applications for both ‘internal’ and ‘external’ applications will work from a technical perspective. A demonstration will be shown for three new Smart Applications fully integrated with FleetFocus M5. The applications are Work Center, Motor Pool Reservation Center and My Unit. Along with the demonstrations will be discussions about how to expand the use of Smart Applications into other areas of the system.

Test Suites [M5] Many FleetFocus users have expressed a desire to track or save data from various tests performed on units (i.e., tread depth, etc.). The Test Suites module will allow users to define specific tests, associate tests with a tech spec and capture data related to the tests. We will also cover the ability to enter test results without a work order. This module is an exciting innovation for FleetFocus users and will ‘fill in the gaps’ of data collection and auditing for a diverse fleet. Related reports will also be discussed.

Unit Requests [M5] Haven't yet taken advantage of Test Suites in M5? Learn how to set up Test Suites to generate work requests when failures occur to keep your vehicles safely on the road.

Work Orders DOUBLE SESSION [M5]

Understanding and making effective use of the Work Order screens in M5 is essential to instituting and maintaining an effective work flow in your shops. This class will review all elements of the Work Order Screens, review the assumptions and capabilities of all the elements and suggest how to properly align the capabilities of the shop floor with the functionality in the M5 software.

Back Office/Admin

Availability Versus Downtime [M5]

Fleets are always talking about downtime, but is it a true measure of the availability of units? M5's Availability module allows fleets to accurately report current and historical availability to customers.

Billing DOUBLE SESSION [M5]

Changing business models requires new ways of thinking about how to charge back for services, supplies, and administrative costs. While every customer was set up with an initial billing scheme, this session will explore all of the possibilities, including little-used markup settings, fixed charges, easier account setup, and auditing the billing before it's sent out to the users.

CAM Integration with FleetFocus M5 [M5]

This session will review the CAM/FleetFocus M5 integration. It will present the various interfaces between the two applications, including how new assets are loaded into FleetFocus from CAM. The session will also discuss how the integrations are configured and scheduled.




Campaign/Recall Management [M5]

Whether you receive a factory recall alert or want to perform an internal campaign to your fleet, this session will walk you through the process of generating a campaign and generating work requests for a select lists of vehicles.

Department Access Functions [M5]

FleetFocus M5 has Department Level Security which is used to tighten security across screens and reports giving users limited ability to view or update units, parts, locations and employees belonging to various departments (using or owning) from within a single company. This class will review how Department Level Security can group together related FleetFocus M5 functions to establish department added security.

Effective FleetFocus M5 Reporting [M5]

This class explores the basics of FleetFocus M5 reporting with the effective use of existing report parameter page groupings and filter selections. Also included is configuration of report options. Several existing reports will be reviewed at length. Ever wonder if the right FleetFocus M5 report exists for your needs? Bring these questions with you to be answered in this session.

Forecaster [M5] Not sure how Forecaster predicts your preventative maintenance work requests in M5? Attend this session to gain an understanding of the various components within M5 that drive the Forecaster results.

Incident Management [M5]

How are operators reporting complaints? M5's Incident screen allows for the entry of driver/operator complaints utilizing symptom codes. Symptom codes automatically create work requests and allow for one-click work order creation. Additionally, a clear audit trail linking incidents to work requests to repairs can help substantiate a fleet's pre-trip inspection program.

Introduction to FleetFocus M5 Fuel Configuration [M5]

Learn all about the basics of configuring fuel management in FleetFocus M5. This class will demonstrate how to create products, fuel locations, tanks, hoses and discuss the various methods of fuel pricing. Also included will be fuel functionality such as ordering, receiving and issuing fuel along with a review of the standard M5 fuel reports.

Meter Management [M5] This class will review controlling meters. Learn how to convince your users to help clean up and stay current with meter readings. Can you ignore LTD totals? This session will also cover the ‘secret’ second set of LTD totals. Learn how to troubleshoot using reports that don’t match LTD as seen on the main unit record. The many module flags affecting meter control will be discussed. Bring your meter questions and examples of problems and we will try to give you some tools for conquering the meter challenge.

Warranty Management [M5]

The rapidly rising cost of running a fleet along with ensuring the reliability of your fleet demand that you squeeze out every last possible dime from your investment. If this does not include tracking warranty on your unit, your systems, your parts, and your outside commercial repairs you will lose money. Warranty questions? Bring them to the class and we will try to find answers for your challenges.





Analysis of Historical Costs [M5]

This session will review how historical costs (parts, labor, commercial and recurring costs) are stored in M5 and where LTD, MPG, and CPM costs can be accessed. We will look at existing M5 screens, reports, and also review specific database tables from an Ad Hoc perspective and discuss the pros and cons of each approach.

Benefits of Fuel System Integration [M5]

What are the benefits of integrating a fuel solution with your FleetFocus M4 or M5 system? This class will discuss the benefits associated with an integrated fuel system such as valid meter captures, a single system for fuel monitoring and the control on operating costs. See how with valid meter and fuel consumption data, fuel can become a preventive maintenance indicator and will provide detailed cost per mile reporting.

EquipmentFocus [M5] EquipmentFocus is a new module that offers clients the ability to maintain and track equipment, such as tools and stationary assets within FleetFocus M5. This class will review the screens added to support maintaining assets that are not the typical rolling, mobile units. This class will also demonstrate the new tool tracking screens that are part of the EquipmentFocus Module.

FleetFocus M5 Performance Measures and Monitors [M5]

Performance Measures and Monitors is an optional business intelligence module in FleetFocus. This class will examine the user interface and review the basic steps to setting up the PMM module. Additionally, we will look at new measures added in the last year and how they can be used to build your own metrics. We will also cover planned enhancements.

Motor Pool Management and KeyValet [M5]

Attend this class to learn the basics of how to setup, reserve, capture and report on short-term rentals. Discuss the various methods of charging customers for rentals and review the standard motor pool reports that exist in FleetFocus M5. We will also discuss the new KeyValet attendant-less key management system.

Setting an Effective Labor Rate [M5]

Fleet managers are constantly pressed for information related to fleet costs. An integral part of those costs are affected by the internal labor rate set for their shop(s). This class will take the user through some different scenarios on how to establish an effective labor rate from both accounting and database configuration perspectives.




Power User/System Admin/IT

Adding Custom Reports to M5 [M5]

If you have created custom reports for the M5 system and want to get them out to other users through the M5 menus, this session is for you. You will learn how to add a standard report that you have modified, in two different ways: as an optional layout for a standard report, or as a substitute for a standard report. You will also see how to add a completely new custom report, using pre-defined default parameters, or by creating your own customized parameters. You will leave the session with printed directions for all of these procedures. With this knowledge, you can make your custom reports look like they were built into M5.

Create Your Own…Advanced Ad Hoc Queries Session (Hands-On) DOUBLE SESSION [M5]

Intended for users who are already using the Ad Hoc Query Tool, this advanced session will provide a forum to discuss and design reports using advanced features with the Query tool.

FleetFocus M5 Fuel Management ICU Troubleshooting [M5]

Do you have AssetWorks FuelFocus installed and want to learn how to troubleshoot the fuel Island Control Unit (ICU)? Come to this session to understand the error messages received at the ICU. This class will also cover the programs that run on the ICU. Learn about the many log files that are kept on the ICU along with how to interpret them. Also discussed will be the different parameter files.

How to Upgrade FleetFocus M5 [M5]

This session is recommended for the technical experts and will review step by step how to properly upgrade FleetFocus M5. How to upgrade to both major releases and patches will be reviewed in detail.

Notifications/PM Notifications [M5]

The Notification Manager frame has functionality to send emails (notifications) to certain users when specific events take place. There are several notifications that exist where special setup is required in order to use the event notification. This session will go through the detailed setup of the notifications, as well as provide an opportunity to discuss where the current notifications module could be improved.

Telematics Integrations [M5]

The Telematics module provides the ability to communicate with the engine control unit to capture vehicle location, meter readings, vehicle parameters, and fault codes. This class will review the Telematics module architecture and how it’s licensed and implemented. We will present how different Telematics Adapters manage the flow of data to M5 and how technicians can manage fault codes from work orders.

Extended Training

Asset Management [M5] Find out how FleetFocus M5 can manage the life cycle of your asset inventory. This session will demonstrate optional workflows incorporating all of the existing functionality within M5, providing you with the knowledge to implement the most efficient method to replace, request, purchase and dispose of your equipment.

Inventory Management [M5]

In-depth review of the various inventory management processes within M5 for stock and non-stock items that you may want to request, purchase, receive and transfer between one or many inventory locations.




Capital Asset Management (CAM) Course Listings CAM is a new product from AssetWorks that helps organizations track the full life-cycle of their vehicles and

equipment (www.assetworks.com/products/cam) and integrates with both FA and M5. The following courses are

available for both FA and M5 customers. Courses are listed alphabetically.

Capital Asset Management (CAM) Overview

A general overview of the CAM product intended for AssetWorks customers considering the CAM application. The course will review the concept behind developing the CAM product, a review of its core modules, an overview of the available functionality, a preview of planned development, and update of current deployments.

CAM Analytics An overview of the CAM Analytics module, including a review of the Life-Cycle Calculator, Replacement Forecasting and Analysis modules. We will also review planned analytic functionality.

CAM Budget and Planning Module

The newest CAM module will focus on the planning of new and replacement assets, setting up and approving capital budgets, creating a Capital Plan, setting up and tracking capital programs and projects. We will present recently-developed module functionality and discuss the time and plans for future related functionality.

Things You Didn't Know About CAM

A look at some of the unique features and functions of the CAM application. Additionally, we will take a look at how CAM can be used to solve unusual asset management issues and used to support non-fleet assets.

CAM Data Loading and Sharing

A look at how data is initially loaded into CAM using the template-based loader process, and how the integrations with FleetFocus are set up to upload history into CAM, load assets in FleetFocus and maintain unit status. Discussions will also include potential CAM integrations with ERP and other external applications.

Designing and Building Assets in CAM

This course is for CAM users focusing on setting up different categories of assets, the use of component types to design how assets are requested and ordered, setting up specifications, setting up the option master and warranty terms, and pairing specifications to build valid component type combinations

Requesting and Approving Assets in CAM

A review of the CAM process for requesting assets. Topics will include setting up a selector list of orderable specs, setting up Request Profiles, Approvals, Notifications, and Request Attributes. Requesting assets including single component-based assets and multiple assets, using generic/budget specifications for planned assets, and approving Asset Requests.

Ordering and Assembling Assets in CAM

A review of the CAM process for purchasing, building and receiving assets. This course will examine the building of purchase orders, building PO's on the fly, managing PO change orders and versions, receiving assets, and assembling assets. The session will also review the external production method for managing asset production, including vendor updates to the production schedule.



http://www.assetworks.com/products/cam

assetworks 2015 users...

Documents