functional overview 7

8/18/2019 Functional overview 7

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www.siveco.com

SIVECO GROUPBP 41 – F-78185 St-Quentin-en-Yvelines, France

(33) (0)1 30 45 98 80

(33) (0)1 30 45 98 88email : [email protected], www.siveco.com

FUNCTIONAL

OVERVIEW

COSWIN i


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COSWIN 7i : Functional Overview : 03/11/2005 Page 2

TABLE OF CONTENTS

TABLE OF CONTENTS 2

STANDARDS 3

TECHNICAL MANAGEMENT OF ASSETS 9

FINANCIAL MANAGEMENT OF ASSETS 17

DIAGNOSTICS 19

OPERATION OF ASSETS 21

RESOURCES 23

PREVENTIVE MAINTENANCE 25

WORK IN PROGRESS 31

HISTORY AND ANALYSIS 36

CONDITION-BASED MAINTENANCE 37

STOCK AND PURCHASE CIRCUIT 38

STOCKS 39

PURCHASING 45

DIAGRAM EDITOR 50

COSWIN REPORT GENERATOR 51

SCREEN EDITOR 54


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STANDARDS

The concept

COSWIN was developed after a detailed study of several asset management softwareimplementations; the software was designed to eliminate the possibilities of failure that affectmany significant investments in long term projects. The aim was therefore to ensure thatbusiness benefits were maximised (and achievable), and to guarantee the successful delivery ofthese benefits by ensuring user buy-in, i.e. making the system easy to use (and ensuring it isseen as a benefit to the day to day users as well as management). Throughout the developmentSIVECO GROUP has strived to ensure the continuity of the interface style - to ensure navigationis intuitive and training needs are minimised.

Please find below, some examples of the key features of COSWIN:

We can access by a simple double click of the mouse any information related to the asset/item(e.g. work orders outstanding, safety information and spare parts for an equipment).

As information is displayed on the screen it is linked directly to all of the appropriate modulein Coswin using ICONS (e.g. an equipment is linked to its spares, their location andsuppliers) , so without needing to memorise or to understand a complex coding structure orlearn lengthy software menus a user can immediately find the correct information needed tocomplete their task.

‘COSWIN’S direct access functionality allows the user to navigate to a field referenced fromanother module. For example you can navigate directly to the Cost Centre details referenced

on an asset.

We always strive to ensure that the most important data for each user is visible on singlescreen (this is always configurable - see Screen Editor) or in shortened list, rather thanhaving to search throughout the system. All of the lists in Coswin are easily filtered accordingto one or multiple criteria, e.g. the zone, the category, the priority or the asset description(with free text).

COSWIN information can be accessed in several different ways (making the system easy touse):

− Creating a personalised menu by using photographs or drawings of your own facilities to

“drill down” and display asset details without needing any knowledge of the systemsmenus (e.g. click on a site to display the plans, click on a room to display a list of assetswithin) .

− Using icons to open a screen, i.e. the equipment details or the spares list … Users canchoose to display the icons they use most often;

− Using contextual navigational, to launch all the information related to an asset, stockitem, supplier or employees: when an asset displayed a simple click will display: its placein the technical/geographical structure, the available spare parts, any outstanding WorkOrders, the History, any planned tasks...


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− It is possible to navigate through a graphical display of the asset/geographical structureVia a “Windows Explorer” style (expanding) menu.

The list (selectors)

Throughout COSWIN and indeed any asset management solution users will encounter manylists: lists of assets, lists of Work Orders, lists of stock items, lists of contractors, etc, etc, indeedit is a lot of time spent by users in such a system is spent locating information rather thanactually doing any useful work.

Siveco have spent many man years and invested significant R&D revenues to reduce the timelost and the danger of users rejecting the system because it takes a long time to find what theyneed.

Within Coswin every time information needs to be selected from a list a new screen is accessed

by simply pressing the “list” button.

The typing of the first characters of the code of the data item will position automatically thecursor over that item to be selected.

To rapidly find a data item, it is possible to reduce the number of rows/items displayed in the listusing a combination of filters and sorting by entering search criteria (location, priority, functionetc).

Once a list has been sorted to display information for a particular user the criteria can be savedfor use in the future (e.g. a saved list of all the fire related assets, in a specific building, which

being with the code A23 …).


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All the columns can be used to reorder the list. These possibilities are available on all lists (thereare many such lists in Coswin: e.g. equipment, work orders, stock items, suppliers…. )

Sort Ascending 1

Sort Ascending 2


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Cockpit Manager

The COCKPIT MANAGER displays key performance indicators in real time, e.g. the current

value of stock, the number of outstanding safety tasks, the number of work orders in a queue…The indicators are easily configured to suit the needs of different users (with differentindications).

According to each user profile these indicators can be displayed automatically on openingCOSWIN.


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Transaction validation circuit (Workflow)

The list of transactions for a particular user to approve will appear immediately on openingCOSWIN.

It is possible to customise the Workflow of various transaction types (Work Request, WorkOrder, Part Request, Part Transfer, Purchase Request, Purchase Order, Invoice) for eachorganisational entity (see multi organisation).

You can follow the progress in the different steps of the workflow. To find out if/where it hasbeen stopped, who needs to authorise the transaction and to remind the users of the actionsto take.

Workflow can involve multiple (user defined) steps in serial or parallel.

The workflow can be configured differently to meet the needs of different entities in the multiorganisational Management Module. This is version 6 not 7i.


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Multi-organisation management

Assets, stores/stock, personnel and transactions (workflows) can be attached to separate

entities of your organisation (either internal or external).

Data can be separated by Entity (multi-company)

Transaction validation circuit can be defined by entity

Therefore a company with multiple operating entities can allow each “entity” to operate theirasset management solution independently, yet all of the data is stored in a central integrateddatabase


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TECHNICAL MANAGEMENT OF ASSETS

Coswin uses specific icons to differentiate between geographic and technical (assets) entities.

A powerful graphical diagram-tree displays integrated geographical and technical structures thenext level of any structure being displayed after a mouse click. By selecting any asset (room,building, equipment) in the structure it is possible to use the icons to display useful informationsuch as work orders, history and safety information.

By selecting an asset or a location a new (customisable) screen will display all of the relatedinformation e.g. bar code, work permits, defects, function, spares, group, linked documents, textetc….

For a repairable item the asset will also have a unique serial number: COSWIN then manages

the life time movements and tracks the history of the asset, allowing users to easily track itsmovements, details and all the costs.

Identification of equipments


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List of sparesManuals / DrawingTechnicalSpecifications

Calendar

Zone Function Cost Centre Category

Costs Costs Costs

Equipment

Costs


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Asset Structure

The diagram tree representing your own sites, buildings, rooms, assets and subassemblies isconfigured in the structure program. From the outset it is necessary to define the basic units foryour structures. But it is important to consider the consequences of a mistake (remember theasset register is the foundation of your whole solution) e.g. you have defined a unit that is too bigor too small and you need to modify the structure? COSWIN has specific answers for all theseproblems and frees you from the traditional constraints of such software. Indeed, we guaranteethat you "will never make a mistake" while defining your equipment, because if you do changeyour mind, you will be able to make modifications very easily.

The base module allows you to define the equipment of level 1 for each organisational entity.Using the structure program, this equipment can be divided in 99 levels. Each "parent" of thestructure can have as many "children" as required. COSWIN is completely flexible:

The configuration of the structure is simple: you just have to select with the mouse theequipment to be connected and to add it in the structure (drag and drop).

COSWIN numbers automatically the levels and counts the components at each level.

The "movement" function allows you to assign equipment to other place (and COSWINkeeps the movement history).

The "Alter code" function allows you to easily modify the equipment code, without losing thehistory, financial or other information linked to it.


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Maintenance costs are accumulated at each level of the structure and it is therefore veryeasy to identify the most expensive sub-equipments.

Each asset has the same analysis options (cost centre, budget, job creation / Work Order,planning, history...).

Groups of Assets

COSWIN allows you to group several assets in one unit to make the maintenance procedureseasier or rationalise work taking place on several identical equipments. A group has the sametreatment options as an individual asset with Functions, Categories or Cost centres.

A calendar is available for a group: a group can for example represent a production line that

will then have its own work schedule.

The cost of each work order can be allocated to the group or to the components (individualassets) of the group - according to the cost splitting key.

The work orders, the planning and the history can executed on a group rather than needing tocreate individual work orders.

The configuration of a group is very easy: You can simply "mark" the assets in a list. Tosimplify the task further the list of assets can be sorted by zone, function, category or costcentre.


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Technical specifications

“Technical specifications” are used to manage specific technical data for the assets. Theinformation that is to be recorded can be predefined (by the users) with a total of 20 fields foreach category of specifications (a category is a page/window), a total of 999 specificationscategories can be created.

An equipment can be connected to one or several categories.

It is possible to search for an asset (or many assets) in the database according to their technicalspecifications (size, power, pressure...).


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List of spare parts

For each asset an unlimited list of spare parts can be created.

The spare parts can be stock items, non-stock or bought on demand.

The list of spare parts can be updated automatically on issuing the spare part on a WorkOrder. By using this feature we will always know the consumption of spare parts bytask/asset.

The list of spare parts does not require the use of the stock module.

The availability of the spare parts in stores is linked to this program.

A list of spare parts can be printed on the Work Order and can be viewed during the jobpreparation.


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Drawings and manuals

You might need to find the drawings, manuals for an asset or the plans for a building in a hurry?

On which shelves are they stored, who has borrowed them this time? The drawings feature isvery useful, because it centralises the locations of all the asset related documents. It includesthe following information:

List of all the information about the buildings and assets: sub assembly plans, technicalmanuals, operating documentation

Version, location of the drawings/documents, a short description.

Safety instructions

This program allows users to define the safety instructions to be followed for a specific asset.

An unlimited number of instructions can be stored in the library.

A parameter allows you to print these instructions on the work order.


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Management of Facilities

The maintenance department will sometimes use facilities or tools which are also assets (fork lifttrucks, cranes, etc) in the course of their work.

Such facilities can be reserved for the period of work and incur an hourly rate.

You can manage the allocation of facilities on a new work order or for planned maintenance.

The cost of the facility is automatically transferred to the work order.

A facility might also need to be maintained, it is possible to issue a work order or plannedtasks for a facility as for any other asset.


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FINANCIAL MANAGEMENT OF ASSETS

Purchase Order- Depreciation

This feature provides information on the original purchase order and the delivery of an asset, aswell as on the supplier and any guarantees or warranties.

Linear, digressive depreciation rates can be selected or more (as defined by the user).

The depreciation calculation takes into account any improvements made to the asset and thepossible extension of its life.

Management of the guarantee/warranty and important information on the supplier.

Budgets – Cost Control

For any business it is important to understand the real costs and the profitability of assets.

Having a full record of the costs and performance of each asset will enable management to

make solid, justifiable business and investment decisions in the future.

Thanks to its extensive financial and budgeting functions (and a very simple display) COSWINprovides you with up to date, accurate and a very powerful financial data and reports.

Cost centres are defined per assets (at every level) and cost consolidation/management canbe done in real time. It is also possible to associate several additional cost centres for eachasset, these being defined by the work that is done on the asset.

Costs are calculated in a 4 x 3 matrix: including the costs of planned and unplannedactivities, projects and subcontracts: by resource, material and miscellaneous costs.


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Many graphics and reports allow analysis of the results in a format to meet with the requirementsof individual departments or management.

The costs, in 4 x 3 matrix, are accumulated at all levels of the structure, from the lowest levelof a subassembly up to the highest level, by function and by zone. So, the detail of theaccumulated costs can be viewed at any level, for any period.

Subcontractors

COSWIN allows a complete record, management of and follow up of all of the subcontractedactivities:

Definition of all subcontractors.

Definition of the contracts (open purchase order or annual contracts)

Separation of internal and external costs (subcontract), in the financial follow up (Zone,Function, Equipment and Cost centre).

Subcontractor activities make use of all of the standard features of Coswin, yet rather thanusing internal resources they are linked to the subcontractor (contracts and costs). Inmanaging subcontractors it is common to make use of COSWIN automated email generationand other alerts to ensure communication of tasks and information to external organisationsis efficient. As well as managing the work internally.


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DIAGNOSTICS

Symptoms - Defects - Causes and Actions

COSWIN allows you to collect and analyse information about incidents and failures that affectyour assets (and business continuity). The reliability of assets can be improved by recording anysuch events in COSWIN.

Any incident or defect can be defined at any level of the structure (an asset, sub assembly ora geographical location). COSWIN proposes the graphical diagram tree of Symptoms,Defects, Causes and Actions. It is possible to customise this to meet your own needs (e.g.only to use symptom and action).

The information (symptom, defect etc) to be entered can be selected from the defect treeitself (showing the history for each equipment or category of asset) or from user defined,

structured lists (for each category of asset). This ensures the data entered is structured forreporting.

The report of the incidents / defects does not require the creation of a work order as it cansimply be recorded against the asset. However, if a work order has been created theinformation can also be entered. To simplify the solution the defect information and work canalso be entered at the time of the fix on any PDA equipped with COSWIN MOBILE.


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Display and Interrogation

When you need good information in order to diagnose and fix a fault, you need COSWIN.

This diagnostic module provides you with all of the information you need, in one place andsimply click on the defect tree, recall the effects and actions taken for similar faults and see howthey have been rectified.

In addition to the diagnostics, COSWIN offers many reports and different displays on screen,which will help you to access historical information and documents.

List of equipments by category.

Analysis of defects /incidents by category.

List of defects /incidents by equipment.


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OPERATION OF ASSETS

Calendars; Assets and Groups

The calendars for sites, locations and assets have an easy-to-use interface, dedicated torecording their availability (for tasks), and to display information on the jobs planned for eachasset or group of assets.

An individual calendar for each location, asset and sub-equipment is created. This calendarstatus is taken into account by the planning module.

For production purposes the calendar indicates the normal and peak production, downtimes …


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Meters – Meter readings

The amount and type of maintenance needed for an asset is mainly based on its running hours

(the time an equipment is actually operating), the number of operations it has performed, thenumber of kilometres covered, etc… COSWIN also gives many other possibilities to work withmeter readings:

An unlimited number of meters can be defined and then related to an unlimited number of jobs. It is possible to reinitialise a meter at any value.

The jobs of reading meters can be transferred onto a hand held computer to reduce theamount of time that is lost typing data from a paper “count”. (and the associated risks oferrors)

COSWIN acts "intelligently" with the different meters, and, on this basis, plans the date when

a task has to be performed. The user can control the forecasting algorithm by giving asmoothing coefficient.

COSWIN provides reports on the meters and can estimate the running hours, and the date ofthe next meter reading.

It is possible to give minimum and maximum dates (days and weeks) to a task. These valueswill also be taken into account with the meter reading.


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RESOURCES

Resources - Employees - Supervisors - Shifts and Calendars

The resources can be defined and managed by the COSWIN supervisor.

COSWIN will support an unlimited number of resources, for each resource the number ofassociated employees is unlimited.

A calendar indicates, for each employee, the hours worked or absent, holidays etc… Thisinformation is taken into account by the planning module. It is possible to book a percentageof the working hours to corrective or not planned jobs.

The costs can be calculated according to 9 different rates (overtime, weekend, nights etc)and are configurable by the users.

This definition of the "effective hours" (working days / hours of absence, holidays…) allowsfor very precise planning in COSWIN.


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Shift Management and skill s

Shift management allows you to allocate an employee in the planning process. For a Work

Order it is possible to define the type of shift (day, night, etc), the resources that are required(electricians, mechanic) and the number of persons.

The Skills Management feature allows you to register the qualifications of the employee forcomparison with those needed for the work.

Workload

The workload function tracks the availability of personnel.

This will provide an optimisation of the employee's allocation to Work Orders and can display

the situation in several different ways.


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PREVENTIVE MAINTENANCE

The COSWIN planning functions are used every day by thousands of people to manage millionsof activities.1.73 cmCOSWIN allows you to easily create a full list of maintenance activities and other tasks that areneeded to ensure the smooth operation of all of your assets and maximise their availability.You can easily review your planned maintenance activities and view the planned workload, thenit is simple to reorder in line with reactive tasks and to manage changes on a “day to day”

Jobs

Whatever the information required, it is this module that allows you to define repetitive or unique jobs.

Repetitive jobs can be weekly, monthly, annual or at defined dates (where the periodicity isfixed in terms of days or weeks).

The number of jobs per asset is unlimited and the same job can be assigned to severaldifferent assets. In order to save time when creating a new job it is possible to review andselect the existing jobs that are defined for the asset category.

A job can be based on meter readings, on a periodic basis or a combination of the two, withthe maximum and minimum values. Seasonal period can also be taken into account.


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The job description can be simple or with a complete work description, and can include anyschemas, plans, documents and attachments. The parameters will allow you to choose, andprint additional information together with the WO: such as spare parts, health and safety

instructions and any other remarks listed on the asset.

It is also possible to define a chain of tasks in order to create sequenced jobs and/or tostructure the jobs with a parent/Child relationship.

You can assign the required resources to a job. The number of employees by resource isunlimited. You can also indicate the starting date of use of each resource.

It is possible to subdivide a job into its elementary actions. These actions can be sorted, andresources and spare parts can be assigned to them. The feedback can be for the individualactions.

The spare parts management is easier thanks to the ability to define kits and to consult thelist of spare parts of each asset. It is also possible to define the planned duration of the workand the tools that will be required.

By default, the costs of jobs/tasks are allocated to the cost centre of the asset, but of course,any other cost centre can be defined.


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Planning and Releasing Work Orders

COSWIN allows the creation of multiple plans (based on a plan number and a planner code).COSWIN can also manage the overlap of plans and will recall jobs that have been postponed.

For a large organisation it is possible to define several planners, each of whom can createan unlimited number of plans.

Special functions manage the possible "collisions" and doubling of various plans.

The plans can be simulated in the short or long term. These simulations, for financial,budgetary or logistical goals, can take place for any period and will not affect the plans inprogress.

A plan is built by a multi-criteria selection allowing the planner to include only the jobs

satisfying defined conditions (e.g. on assets in a specific location or requiring a particularresource profile, or both).

On release of the plan the jobs/tasks due are transferred to work in progress, it is thenpossible to possible to print a Work Order, or for the engineers to see the work order in theirlist.

In the plan COSWIN indicates any jobs that appear redundant because the same job alreadyin progress.


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The jobs can easily be transferred into the work in progress for any period, irrespective of theplan.

The global plan displays the plans by planner and indicates both jobs planned and those thatare already in progress.

Purchase requests can be generated automatically after calculation of the spare partsavailability and required parts for planned work.


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Job chart

The COSWIN “graphical planning screen” probably looks very similar to the one you currentlyuse: it is very user friendly and offers many possibilities.

It displays all of the tasks for a given asset(s)/location and /or of complete structure.

The Work orders are identified by different coloured symbols, which allow you to identifyimmediately those that are planned, in progress or finished. The display includes also theunplanned tasks, for which a work order has been created.

If you are working in a production environment the use of colours can be used to highlightimportant information from the calendar (shut downs, peak times etc).

The jobs can be scheduled earlier or postponed by using the mouse to drag and drop therelevant task. COSWIN will also automatically cancel a passed job.

It is possible to export a plan to MS Project, to optimise the plan and import back intoCOSWIN.


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Resource availabili ty

What is the optimum work schedule given your available resources? It is a daily problem solved

by COSWIN in just a few minutes. Let COSWIN take into account, a sophisticated algorithm,suggest to you which jobs you can do and when. COSWIN takes, for instance, into account thefollowing elements:

The available hours of all the employees by calendar and resource.

The hours required to finish the planned works.

The hours available for the work orders.

The Priority of the planned jobs, calculated by COSWIN (you can modify this algorithm withweights). List of jobs sorted according to their priority and to the date of the resources

availability.

Smoothing factors (defined by the user) manage the contradictory requests for long or short jobs.

Graphics and reports are available at each analysis step. The resources availability can take intoaccount the stock availability in order not to reserve unnecessary resources and vice-versa(where spare parts are missing).

Availabi li ty of the spare parts

This program will run only if the stock module is configured: It is a powerful tool that will check

that the spare parts required for a job are actually available.

The stock availability can be limited to critical items by defining inferior/superior limits for thegroup, category and ABC class.

The purchase orders and deliveries in progress can be taken into account to calculate theavailable quantity.

The planned jobs are processed according to the planned date and their priority.

The stock availability can also take into account the resources availability. So the planned jobs that can not take place because of missing resources don’t block unnecessarily spare

parts.

It is possible to automatically manage Purchase Requests after calculating the spare partsavailability for a plan.


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WORK IN PROGRESS

Job Requests

Managing and answering helpdesk calls and job requests is a key task for the maintenancedepartment and can be very time consuming.

This module allows employees or the originator to enter a job request and automatically create awork order (based on some rules and processes). Using its powerful functionalities, you can:

Manage the job priority through its life.

The requestor (or the help desk) can enter the request on the screen. The only mandatorydata is the user’s code. The job request number is automatically generated.

Word processing tools for comments, linked correspondence, Coswin lists, .. All of theCOSWIN user-friendly features are available in this module.

Several requests can be combined into one job. The requests can also be planned, refusedor transferred directly into a work order

On reviewing or creating a job request it can be allocated to a supervisor or to specific resourcesfor further actions/review (based on your own processes). It is also possible to define the


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resources and spare parts needs, as well as to give the list of activities or the job description(either specific to this job or from the existing list of Jobs).

Where multi organisational management is implemented it is possible to run a central ordistributed helpdesk, where calls are logged against an asset, location or entity and willautomatically transfer to the workload/queue for that entity.

Follow up andfeedback

Job request

Work Order

Planned for futurerelease

Reject and archived


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WO: Creation – Printing - Report

This module allows creating and printing rapidly work orders according to different criteria.COSWIN makes this task easy using with selectors and windows allowing to display all theuseful information:

The printing of Work Orders is made easier by the integrated report generator that will allowyou to review and choose the information to be included (from many different places), likethe equipment description, the already defined jobs, the cost centres, pictures etc.

Using the integrated Screen Editor it is also possible to reconfigure the work order screen tomeet the needs of different users: planners, contractors, engineers, cleaners etc.

A complete or partial report (feedback) can be made for each work order including: actual

hours, spare parts and material / tools used, direct purchase, stock items, recorded incidentsand defaults, comments.

The graphical diagnostic tool: diagram tree Symptom, Cause, Defect and Action can be usedto record feedback.

Calculation of the work duration and the costs of material with a total cost field (automaticallycalculated).

The Work Orders are chosen from searchable lists according to defined criteria, for exampleby location, supervisor, cost centre... It is possible to sort the jobs on the screen according to


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different fields, by descending or ascending order. It is possible to print work orders ingroups or individually. It is possible to print the Work Orders by job or resource(s).

It is also possible to simultaneously print the job activities, any comments on the asset, thehealth and safety instructions, the resources and spare parts needs.

It is possible to create a “child” Work Order or Job request (follow up activity) from a workorder.

Complete integrated feature of reparable management.

Possible automatic spares issues from Work Order.

WO Archiving

This module transfers the data from finished work orders into history. On archiving the workorder the cost centres and budgets are updated by taking into account the total cost of thework: I.e. the hours, spare parts, contracts...

The costs are allocated by type of planned, unplanned work, projects, contracts,subcontractors and by zone (location), function, cost centre, budget...

It is possible to update the labour and spare parts for the job based on the feedback from thearchived Work Order.

As an Option the spare part list of equipments can be automatically updated.


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Employee reports

This feature allows the recording of time sheets for each employee: creating the worked hours

file and the Work Order status file.

It is possible to enter for each employee, the hours worked for a Work Order with the startand finish time...

Accumulation of the working time by Work Order, by employee and by day.

Quick report

The reports follow the 80-20 rule, 80% of the work orders do not need comments, nor startingand finishing hours, nor report on the defaults. This program allows you to define, using criteria

that can be modified afterwards, the information to be transferred for a group of identical WorkOrders. The following fields can be selected:

Work Order status, job group, starting and finishing time, actual hours, indicator of the history.

If you want to update the actual hours, the downtime, the production loss, the job cost, thematerial and/or spare parts cost and the resources used, answer yes to the question "Do youwant to update the standard values"?


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HISTORY AND ANALYSIS

History

Have we fixed this problem before? How did we solve it? Who did the work? With which tool?Did we need any spares? These are frequent questions and require a quick answer.Thanks to the history feature, COSWIN provides you with an immediate list of answers. Justprovide COSWIN with some details about what you are looking for, and a summary of all theprevious Work Orders appears. You just need then to click on one of them to consult all theinformation required (comments, spare parts used, employees, incidents...).

All the Work Orders compliant with the given criteria (location, function, asset etc) aredisplayed and can be sorted.

It is also possible to make use of the diagnostic feature.

Analysis

The Analysis module supplies information on costs, down time and effective hours vs. plannedhours. These reports can be generated for any period, and according to many criteria:

This cost analysis can be made by zone, function, cost centre, project...

The data in the report can be sorted according by various key fields, and in ascending ordescending order.

It is also possible to take into account the work still in progress.

Complete analysis of the running time, and MTBF statistics (Mean-Time-Between Failure),MTTR (Mean Time-To Repair)...

An exhaustive analysis, in a matrix format, costs of the different zones, locations, functions,contracts, assets and components, with the percentage of each zone, function...


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CONDITION-BASED MAINTENANCE

Every maintenance department dreams of using perfect condition-based maintenance: to do theonly the necessary work, basing decisions to intervene on the real status of the asset.

As the meters and other measurement tools become more prevalent the move to condition-based maintenance increases pace. In addition modern equipment has become verysophisticated and expensive, and with it the pressure to increase its availability and profitability.COSWIN will - based on the data recorded - store and then interpret the temperatures,vibrations, pressures... of your assets.

Coswin will also allow for the definition of measurements (temperature, vibration...) andpoints of measurement for each asset. The number of measurement points is unlimited.

Definition of the norms for each measurement point: COSWIN manages 7 basic norms and

allows to store allowed fluctuations, the tolerance according to the norms, as well as alarmlevels.

The measurements (meter reading, calibrating...) are controlled during the measurement jobs.

The number of such “measurement” jobs is defined by the user, but COSWIN acts"intelligently" or dynamically according to the meter reading and can modify the frequency ofthese jobs, that will be for example be increased when an equipment is giving signs ofweakness.

Several functions allow you to manage these alarms, namely a screen which gives, sorted

by priority, the list of equipments and the date of predictable failure. It is also possible toupdate the alarms and to modify the norms on the basis of previous experiences.

The jobs created for the problematic equipment are managed with the others jobs (plannedand correctives tasks) It is similarly possible to manage the resources and spare parts.


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STOCK AND PURCHASE CIRCUIT

Stock Module Purchasing ModuleStock Module Purchasing ModuleITEM Referential

NON- STOCK Referential

ITEM Referential

NON- STOCK Referential

Inventories / Adjustments

Transfers

Signatures and Validation

Transfers


WO/C.C.WO/C.C.

ReservationsSignatures and Validation

Aut omat ic creat ion

ReservationsSignatures and Validation

Aut omat ic creat ion

Suppliers ReferentialSuppliers Referential

Issues

Feedback

Issues

Feedback

Issues

Feedback

Issues

Feedback

RestockingRestocking

Invoice Reconciliation


Credits

Reconciliation



Credits

Reconciliation



Credits

Reconciliation

Purchase Request


Purchase Request


Purchase Request


Purchase Request


Purchase Quotation

Comparatives

Purchase Quotation

Comparatives

Purchase Quotation

Comparatives

Purchase Quotation

Comparatives

Purchase Orders


Forwarding and parcels

Purchase Orders



Purchase Orders



Purchase Orders



Deliveries

Feedback

Inspection

Deliveries

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Inspection

Deliveries

Feedback

Inspection

Deliveries

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Inspection


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STOCKS

The COSWIN Stock module is multipurpose and extremely flexible. It can be used with orwithout the Purchasing module, independently (with one or several users) or fully integrated withthe COSWIN Maintenance module. It allows all common stock management methods. It alsohas a multi stores capability and supports the multi organisational management.

Item index card

It is possible to create, modify, delete or change the code of an existing item. The item canbe stored in an unlimited number of locations (composed of a store, a bin and a batch). Youcan also define equivalent items.

The financial information, costs... can be viewed by pressing a key. This information is verydetailed and includes, for example, the receipts, issues, adjustments... You can display the

list of suppliers for a given item, with the unit price, the terms of delivery...

Screens provide information about the purchase requests receipts, reservations, issues andpurchase orders, as well as a summary of the last transactions.

Like assets, items can also be linked to technical specifications that configurable by the user.999 categories of 20 attributes are at the disposal of the user to store the technical data of itsitems. The items can be searched by attributes.


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Receipts

It is here that the delivered items are entered, if they have been ordered with the Coswinpurchase module or another system. You can even enter delivered items for which there is noorder. If the Purchase module exists, COSWIN makes verifications and displays the informationreferring to the Purchase Order.

If you have the Purchase module and if you give the purchase order’s reference, COSWINdisplays all the items ordered, with their quantity. You just have to validate. The non-stockitems are also accepted.

The items can be allocated to one or several locations. A secondary screen indicates thelocations already including this item, and new locations can be created.

The items having to be checked or requiring a quality control are sent in a special location.The returns to the supplier can be global or partial.

Different reports on the receipts (at a given date, by type, items ready for delivery) can beprinted.


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Issues

The stock issues often create problems, even for the most efficient store man. The time spentwaiting while a spare is being located increases, and you need to answer to questions such as:What was the reservation number? Where is the item (location, batch...)? With COSWIN accessto all the information is guaranteed and is easy to find.

The items can be taken out and allocated on a WO, for repair or a temporary use (tools, forexample). For this last category, the planned date for the return in stock can also be given.

COSWIN calculates the output value and allocates it to a cost centre.

The returns in stock are also managed.

An interface with a hand held computer (PDA) allows the issues and the identification of thestock items. (In this case barcode can be very appreciated)

The system will prompt you to enter a purchase request directly, if the quantity in stock isinsufficient.


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Adjustments

Any modification of the stock in quantity and/or in value is an adjustment.

Adjustment of the quantity in stock and value.

Negative or positive adjustments, allocation on an adjustment cost centre.

Creation of a report regarding the adjustments on a given period.

Allocation on an adjustment cost centre.

Non-stock

In the same way the items managed in stock are created, COSWIN records the non-stock itemswhich can be direct purchases or services.

Each "non-stock" item has a long description and the transactions history is recorded (pricerequests, purchase orders, receipts...).

A purchase order can include stock items and non-stock items. The receipt of a non-stockitem can be assigned directly on a Work Order.

Reservations

This module allows you to reserve items individually, for Work Orders or by using kits. Thisprocedure can be made for any future period.

Reservation of a particular item, of items required to do a Work Order, or of one or severalkits. The reservation of items for the Work Order can be made manually, semi-automaticallyor automatically.

The reservations are easier thanks to secondary screens indicating the locations of thedifferent items.

It is very easy to review all the existing reservations, by reference, date, cost centre or Work

Order. It is possible to modify the reservations and to cancel a reservation for an item.

Various reports are available, for example the list of reservations by date and type.

Validation circuit of reservations

Reservations can be generated directly from Work Order and planning.


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Transfers

Entry of the spare parts movements between two stores or locations (issue in one store and

receipt in the other are automated by the transfer function).

The transfer data are put in history such as all the other transactions. This also caters for themulti Organisational functions in Coswin.

Follow-up of transfers request and validation.

Inventory

Creation of a list of items to inventory.

Manual entry of the inventoried values or direct entry of the differences of inventory.

The adjustments are made automatically. The date of the last inventory for the item isautomatically updated.

Inventory with "open store"

Analysis

COSWIN is delivered with reports and standard analyses, such as ABC analysis, stock surplus,

stock mini, dead stock...

Classification in A, B and C classes.

The consumption for the last 2 years is recorded. Besides, the monthly consumption can beviewed at any moment.

The consumption by cost centre and the budgets details can be displayed.

A program identifies the inactive stock and the stock surplus.

Analysis of the transactions.


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Automat ic generation of the Purchase Request

This module allows you to generate a report listing for all the items to restock. It also allows youto validate the items included in the list – to be used for the automatic generation of thePurchase Request.


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PURCHASING

The COSWIN Purchase module optimises the purchase manager’s job, and provides you withstructured and accurate data to help negotiate the best price vs. the quality of service. A numberof parameters are possible to enable you to adapt the tool to your own management methods:

COSWIN provides a full history of deliveries for each supplier (with dates/times enables easycontrol of the services.

It is possible to define the prefixes for the purchase requests, purchase orders and invoicesfor your own automatic numbering system.

Multi-currencies and exchange rates management with n decimals.

Suppliers File

This file offers a lot of useful data and allows you to review and modify information in severalways. For example, during the creation of a purchase order, you can display in a window the listof items available from a given supplier.

Addresses, contacts, remarks and comments can be registered.


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A list of items proposed by the supplier, with any discounts on values or quantity. Thesefactors are taken into account during the purchase order.

For each item, you can give two descriptions, a short one and a long one, and also a remarkby supplier

The work is more rapid and precise thanks to the large quantity of information available onthe request, i.e: the date and reference of the last purchase orders, delivery balance,invoices received, turnover by supplier, number of advances / delays of delivery.

Agreement management (Purchase permit only on one agreed supplier)

Purchase requests

This module is a very useful intermediary step before the purchase order itself. It is used toregroup and sort all the requests. All the gathered information in this module is available duringthe purchase order.

The requests can be made indifferently for items in stock or non-stock items.

The requests can be based on a work order or a cost centre, even both, for one or severalitems of a Work Order or a kit.


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A system of complete follow up allows the purchase manager and the person who did therequest to know at any moment the request status. The follow up can be made by: costcentre, item of the Work Order... and of course, also by date and purchase request number.

Adoption of a company workflow and electronic signatures ensure that only an authorisedperson can validate the purchase requests.

5 levels of authorisation are possible in order to validate a purchase request.

Purchase Orders

More than a hundred purchase managers have participated in the evolution of this module sothat it really makes purchase order management easier: whatever your stocks, the number ofsuppliers and the currencies used. The screens give access to all the information you will need

and allows you to choose the best price, the optimal quantity and the most advantageousdelivery terms.

The allocation of a purchase order to one or several cost centre(s) is made at two levelsglobally for any purchase order or separately for each item. This option ensures thecomplete flexibility of the purchase posting. Besides, the various expenses as the taxes, thediscounts, the freight costs, can be managed in the same way, with a total precision.

You can have several deliveries for an item.


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COSWIN proposes global purchase orders by supplier on the basis of an estimate for agiven period.

Comments can be added to the purchase orders. The user prints the purchase order itselfaccording to their own preconfigured formats.

5 levels of authorisation are available to validate a purchase request.

Many reports allow users to follow the purchase orders, receipts and invoices. The criteriafor each of these reports are defined in the parameters.

Management of blanket purchase orders.

Management of transport and lot packing.

Control of invoices

How many errors do you notice in your invoicing? and, how many times have you received itemsthat had not been ordered (or vice versa)? The flexible control of COSWIN solves all of theseproblems and more...

An easy way to review all purchase orders, suppliers and cost centres.

An easy way to track and report on the purchase orders by cost centre.

A list of invoices can be viewed and printed by supplier and period.

The system processes partial deliveries and invoicing.

The invoice can be in any currency.

Values associated with stores and locations are automatically recalculated - if the invoicedamount is different from the ordered value.

Input of credit notes and their allocation.


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Quotations

This module allows you to follow up a purchase request for a list of stock or non-stock items, by

requesting a quotation from one or several suppliers chosen from the suppliers’ list. Theestimate can be printed (similar format to the one of the purchase orders). COSWIN records theresponses. It is possible to compare the offers in a special table (screen) in order to choose thebest offer, which can then be transformed automatically into a purchase order.

The quotation (request) can be generated from one or several purchase requests.

Transit

COSWIN allows the package management of a Purchase Order and the corresponding transport

steps. After, receipts can be done by package.It's possible to: Trace the transport steps of the Purchase Order

Managed the package content and its importation

Budgets Management

This module allows the precise follow up of budgets, purchase orders, invoices andcommitments, month by month.


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DIAGRAM EDITOR

There is also another way to navigate in Coswin, to make the system even easier to use, and tomake it easier to find information.

The Diagram Editor allows the users to create schematic drawings, representing for example amap, a floor plan or schematising a production line or air conditioning system. On this diagramare placed buttons that can launch a particular action, e.g. To open another diagram or map (i.e. start with a map of all the sites, click on a site, view a

photo of the site or the floor plan, select the area you are interested in.. etc…) To open an asset screen, a work order or list of assets in that location.

This method of navigation is simple to implement and means users do not need to memorisecomplex codes or asset names, it is the most personal and intuitive way to access theinformation.


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COSWIN REPORT GENERATOR

To enable you to make best use of all the data that is recorded in COSWIN, SIVECO GROUPhas integrated report generator which is a standard of the market and allows you to edit on thescreen, on paper or in a file, a customised layout of user specified information from the database

A model of the report is created in the editor program and is saved. This report can be launchedin COSWIN (a printing icon exists on each window).

All the database fields can be accessed via a simple graphical interface (click of mouse); the

user select the field they need and places it on the report model.

Several types of calculations are possible: arithmetical operations, subtotals, creation of a newcalculated field.

The data can be filtered by every field of the database or every calculated field (example: list ofequipments of a defined zone) and sorted.


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The report generator allows the user to automatically produce graphics, histograms, pie chartswith the calculated data.

So, the report generator allows the users to produce reports with the quality of the best wordprocessors: to choose the characters fonts (bold, underscored, italic) presentation (backgroundcolours foreground, shadows, boxes, circles, ellipses) customisation (printing of the companylogo and bar codes).The rich edition of this tool brings out the data and the results of themaintenance department.

Siveco Group has chosen "Crystal Reports" as is integrated report generator.

Crystal Reports

Key points. Perform quickly every type of data as a clear and efficient report. Export reports forcurrent formats. Allow end users to access information on a Web platform.

Connectivity. Crystal Reports provides a native connectivity with the database. It’s possible to write your own SQL commands or use the Crystal Reports proven querygeneration capabilities for flexible control over database connectivity.

Formatting and design Crystal Reports offers advance productive tools, in particular reusable report objects,customisable templates and formula language, that makes easier and accelerate the reportcreation.

Visual report designer. Quickly design interactive reports using an intuitive, drag-and-dropinterface and object-oriented explorers.Experts and wizards. Use optional experts and wizards to simplify common reporting tasks suchas connecting to a data source, selecting, grouping, sorting, and summarizing data.Reusable report objects. Expedite the report design process by storing key report objects— including text objects, SQL commands, bitmaps, and custom functions (formulas)—in a centralmanaged library (provided in Crystal Enterprise) for sharing, reuse, and single-point updatingacross multiple reports.Customizable templates. Spend less time formatting individual reports. Design and applycustomized templates that specify standards in formatting and logic—including data accessoperations—to ensure design consistency across reports. You can even use existing reports as

templates.Powerful formula language. Use the extensive formula language in Crystal Reports with over160 built-in and user-defined functions and operators to tightly control report formatting, complexlogic, and data selection. A call-stack makes debugging data-level errors easy. A formulaextractor and formula workshop are also included.

Report Viewing and InteractionCrystal Reports provides flexible options that let end users view and interact with information infamiliar formats and via familiar environments.Multiple export formats. Provide end users with reports in the format they prefer. Export reportsto popular formats, including Excel, PDF, XML, HTML, RTF, and more.


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Parameters. Let users view the same data in different ways without creating multiple reports.End users can select predefined parameters in a single report to receive a subset of customizeddata.

Support for Microsoft Office XP Smart Tags. Insert key report objects—including charts andtables—into Microsoft Outlook, Word, or Excel for instant viewing and refreshing from within anOffice document


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SCREEN EDITOR

SIVECO GROUP has created, for its COSWIN software, the most flexible screen interface.

The Screen Editor allows users to adapt/design all of the screens in COSWIN to meet the needsof each user profile.

The administrator organises the various screens of each program in order to show to each useronly the information and options that are needed for their role.

It is also possible to reorder and rename fields based upon the needs, terminology and priorities

of your own organisation(s)

For example: the maintenance operator might see, in a Work Order, the descriptions and theman-hours needed. The manager will see the costs and the down time of the asset.

Security is managed for each menu option, screen and even for each field, so each user/groupcan be allocated their own view, add, modify or delete rights for every field.

Thanks to the Screen Editor COSWIN software can communicate with all the externalapplications and allows an easy screen customisation.


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eMail Java Mail

It is possible to automatically generate and send emails from Coswin.

The content and recipient of each mail can be predefined and filled in based upon informationrelated to each transaction.

functional overview 7

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