navaltik management version: 02, 19/02/2018 · step 2: fill the header and complete the...

Navaltik Management

Version: 02, 19/02/2018

[Mn_Express_EN_02.docx]

ManWinWin Express – User Manual

Navaltik Management, Lda. 1 February 2018

Index

1. Record a Maintenance Item .................................................................................................................................................................................. 3

2. Item’s Running Records .......................................................................................................................................................................................... 6

Option 1: Real running records .......................................................................................................................................................................... 6

Option 2: “Fixed” Average Daily Running ...................................................................................................................................................... 7

3. Fuel Supply Record (Direct Application) .......................................................................................................................................................... 8

Option 1: Record directly on an Item .............................................................................................................................................................. 8

Option 2: Record through a Cost Document ............................................................................................................................................... 9

4. Create a Standard Work Description on Library ........................................................................................................................................ 10

5. Create a Maintenance Plan for an Item ......................................................................................................................................................... 11

6. Repeat a Maintenance Schedule ...................................................................................................................................................................... 12

7. Repeat Maintenance Plans ................................................................................................................................................................................. 13

8. Create Preventive Maintenance/Systematic Work Orders (WO) ......................................................................................................... 14

9. Create Repair/Corrective Work Orders .......................................................................................................................................................... 16

10. Issue, Terminate and Close a Work Order (WO) ..................................................................................................................................... 18

11. Reverse Work Order Status .............................................................................................................................................................................. 21

12. Record an Accounting Cost Document ...................................................................................................................................................... 22

13. Record an Internal Cost Document .............................................................................................................................................................. 23

Example: Record a cost document of type MTR - Material Record ................................................................................................. 23

14. Plan/Estimate Man-Hours (MH) ..................................................................................................................................................................... 24

Option 1: On a Standard Work Description of the Library .................................................................................................................. 24

Option 2: On a Maintenance Schedule of a Item’s Maintenance Plan ............................................................................................ 25

Option 3: On a Work Order .............................................................................................................................................................................. 26

15. Plan/Estimate Stock Items (Material) ........................................................................................................................................................... 27


Option 2: On a Maintenance Schedule of a Maintenance Plan ......................................................................................................... 28


16. Plan/Estimate outsourcing services (Other) .............................................................................................................................................. 30


Option 2: On a Maintenance Schedule of a Maintenance Plan ......................................................................................................... 31


17. Record performed Man-Hours (MH Record) ............................................................................................................................................ 33

Option 1: On Tools button ................................................................................................................................................................................ 33


Option 3: On a Cost Document ...................................................................................................................................................................... 35



18. Record consumed Stock Items (Materials Record – Direct Application) ....................................................................................... 36




19. Record contracted services (Other Record)............................................................................................................................................... 39




20. Record Materials/Stock Items on the Master Articles ........................................................................................................................... 42

21. Create Reading Parameters ............................................................................................................................................................................. 45

22. Create Reading Points (for a Reading Parameter) .................................................................................................................................. 46

23. Record the reading of a Reading Point ....................................................................................................................................................... 47

Option 1: Record a new reading on the Reading Points window of an item ................................................................................ 47

Option 2: Record a new reading on the Readings tab of a WO ......................................................................................................... 48

24. Define Required Time (RQT) ............................................................................................................................................................................ 49

25. Define Operating Time (OPT) .......................................................................................................................................................................... 50

26. Record Down Time (direct record) ................................................................................................................................................................ 51

27. Create the FMEA Tree – Failure Modes ....................................................................................................................................................... 52

Option 1: On the Failure Modes window .................................................................................................................................................... 52

Option 2: By completing Diagnosis and Work Descriptions tabs on the WO ............................................................................... 54

28. Create a Simple Indicator ................................................................................................................................................................................. 56

29. Create a Compound Indicator ........................................................................................................................................................................ 59

30. Edit values on a Manual Parameter .............................................................................................................................................................. 62

31. Create Maintenance Budgets .......................................................................................................................................................................... 64

32. Consult Budget Control ..................................................................................................................................................................................... 65



1. Record a Maintenance Item Example: BO - Boiler object type record

Step 1: Open the New Item window

Step 2: Fill the header and complete the Identification tab

1. Select Plant module

2. Select Organization

3. Click on New

1. Click on “…” and select the Object Type

2. Fill the Description

3. Select the Identification tab

4. (optional) Select a Father object (object that

is hierarchically above of this) if applicable

5. Select a System

6. Select a Cost Center or a Client

7. (optional) Select a Location

8. (optional) Select an Operator

9. (optional) Select a Supplier

10. (optional) Attach a Picture and a File



Step 3: (optional) F ill the Specifications tab with technical information required for the selected object

type (previously defined on the Configuration settings)

Step 4: (optional) Fill the Operational Data tab

1. Select the Specifications tab

2. Fill the Specifications of the specific Item

1. Select the Operational Data tab

2. If the RQT (Required Time) and the OPT (Operating Time) are independent from those defined for the

System in which the Item is coordinated, these options should be picked

3. If applied, the daily running (hours, cycles, kms,…) of an object can be calculated by:

a) Indicating the (fixed) Average Daily Running on ADR field

or

b) Selecting the Compute based on Records option and then register the Running Records manually

In both cases, the object operating Unit should be selected

4. Button to Restart Counter

5. If applied, select the Item Counter (for cases in which the items do not have their own running counter, and

you still want to register running records, based on the selected Item Counter)

6. Informative and optional field. If intended can be selected and filled the Warranty information

7. Informative and optional field. If intended can be selected and filled the Maintenance Contract information



Step 5: (optional) Complete the Complementary Information tab

Step 6: (optional) Notes tab for free text

1. Select the Complementary Information tab

2. The Coding Type option allows to filter/group Objects and active some fields:

Plant: default

Vehicle: active Fleet Card and Green Card fields

MME: active Calibration Status field (MME – Monitoring and Measuring Equipment)

3. It is possible to choose the main code that identifies the Item; the fields “User Code No. 1”

and “User Code No. 2” denomination can be customized on: Preferences / Plant tab

4. Select the Item Criticality

5. Select the Inactive option to deactivate an Item

6. The Family field is another way of group/filter items

7. Link the Fuel used by this Item. It should be previously created on the Materials module

8. Informative field available to EMM Items

9. Informative fields available to Vehicle Items

1. Select the Notes tab

2. Edit free text

3. Click OK to save



2. Item’s Running Records

Option 1: Real running records

Step 1: Select the “Compute based on Records” option on item’s Operational Data tab

Step 2: Register Item’s Running Records

Open the Item form:

1. Select the Operational Data tab

2. Select the Compute based on Records option

3. Click OK to save


2. Select the Item

3. Right click → Records → Running Record



Option 2: “Fixed” Average Daily Running

Step 1: Fill the ADR field on Item’s Operational Data tab

1. Click on New

2. Select record’s Date and Time

3. Fill the Partial Record field

4. Click on OK to save

Open the Item form:

1. Select Operational Data tab

2. Fill the ADR field

3. Click OK to save



3. Fuel Supply Record (Direct Application)

Option 1: Record directly on an Item

Step 1: Open the Fuel Supply Record window

Step 2: Register the Fuel Supply Record


2. Select the Item

3. Right click → Records → Fuel Supply Record

1. Click on New

2. Activate the Direct Application option

3. Select the Cost Document

4. Confirm the Operator, Fuel and Item


6. Fill the item’s Partial Record and the Quantity of fuel

7. Select the cost Account

8. Click OK to save



Option 2: Record through a Cost Document

Step 1: Open the Cost Document window

Step 2: Register the Fuel Supply Record

1. Click on New

2. Select Fuel Supply Record option

1. Activate the Direct Application option

2. Select the Item and confirm the Operator and Fuel


4. Fill the item’s Partial Record and the Quantity of fuel

5. Select the cost Account

6. Click OK to save



4. Create a Standard Work Description on Library

Example: Create a Standard Work Description for BO - Boiler object type

Step 1: Open the Standard Work Description Library

Step 2: Create a new Standard Work Description

1. Click on Configuration icon

2. Click on Work Orders

3. Select Standard Work Description Library

1. Click on New

2. (optional) Select the Item Type on “…” button

3. If an item type had been selected, the Code is automatically generated;

If not, this field is free


5. Define the estimated duration for this standard work (in hours)

6. (optional) Select the Work Description type

7. Select the Criticality level

8. In the Tasks tab, you can describe the tasks to be realized

In the other tabs (Man-Hours, Stock Items, Other, Documents) you can

estimate/attach all the resources for this work:

Man-Hours and its cost

Materials and its cost

Suppliers and its cost

Documents with relevant information for this work

(check 11th

, 12th

and 13th

chapters of this manual)

9. Click OK to save. Repeat this procedure as many times as necessary.



5. Create a Maintenance Plan for an Item

Note: Maintenance Plan (MP) = group (the list/the group) of all Maintenance Schedules (MSch)

Example: Define a MSch of item’s maintenance plan (MP without maintenance cycle)

Step 1: Open the Item’s Maintenance P lans window

Step 2: Create a new Maintenance Schedule (MSch)


2. Select the Item

3. Right click → Maintenance Plans

1. Click on New

2. Select the Work Type

3. Select Work Descriptions tab to visit the

Standard Work Description Library

4. Fill the Description for the MSch

5. Click on New and choose Work

Description Library option. Select all the

standard works you want to import to the

MSch

6. It is possible to show/hide the tasks of

the standard works descriptions imported

If there was no Standard Work

Descriptions at the Library:

a) Create a new one now:

Click on New → New Work Description

b) Use the Tasks tab to describe the work,

use the Man-Hours tab to estimate MH

and its costs, use the Stock Items tab to

estimate materials and its costs, use the

Other tab to estimate suppliers and its

costs and estimate the duration of the

work (in hours)

7. Pick the work descriptions you want to stablish Library Connection. If this feature is

picked you can edit in the library the work and all the maintenance plans that

have that work will be automatically updated

8. Edit the Periodicity of the work based on Calendar and/or Records (running records)

9. Once we are creating a MP without maintenance cycle the Next MSch is itself

Click OK to save. Repeat this procedure as many times as necessary.



6. Repeat a Maintenance Schedule

Example: Repeat a MSch from an item to another item of the same object type

Step 1: Open the Maintenance Plans window of the original item

Step 2: Repeat a Maintenance Schedule


2. Select the Item


1. Select the MSch to repeat

2. Click on Repeat and choose Maintenance Schedule option

3. Click on Item and choose the item for which you want to repeat the MSch

(if you wish, you can make some changes)

4. Click OK to save



7. Repeat Maintenance Plans

Example: Repeat a complete MP for an item to one or more items of the same object type

Step 1: Open the Maintenance Plans window of the origin item

Step 2: Repeat the Maintenance Plan


2. Select the Item


1. Click on Repeat and choose Maintenance Plans option

2. Select the MSch that you want to repeat

3. Click on New and select the items, of the same type,

to which you want to copy the MP

4. Click on Repeat

5. Click Yes to confirm the operation



8. Create Preventive Maintenance/Systematic Work Orders (WO)

Notes:

Nr. of systematic WO = Nr. of MSch that compose a MP (MP without maintenance cycle)

Nr. of systematic WO = Nr. of maintenance cycles that compose a MP (MP with maintenance cycle(s))

Step 1: Open the Work Orders window of the item

Step 2: Create a new Work Order (WO) and fill the Origin tab


2. Select the Item

3. Right click → Work Orders

1. Click on New

2. Select the MSch previously prepared that

supports this WO. The information contained in

that MSch is automatically imported to the WO

3. (optional) Select the internal or external

Performer/Manager



Step 3: Fill the Management tab

1. Select the Management tab

2. Select the Start/End Scheduled Date and Time

and/or the Running Record

3. Click OK to save

Repeat the procedure to create the number of

WOs required by the Item’s Maintenance Plan



9. Create Repair/Corrective Work Orders

Note: Record a breakdown event

Step 1 : Open the Work Orders window of the item to be repaired

Step 2 : Create a new Work Order, type a Description and fill the Origin tab


2. Select the Item

3. Right click → Work Orders

1. Click on New

2. Type a Description

3. Select the Work Type

4. Indicate the estimated repair time (in hours)

5. (optional) Select the internal or external

Performer/Manager



Step 3: Fill the Management tab

1. Select the Management tab

2. Select the Start/End Scheduled Date and Time

3. Click OK to save



10. Issue, Terminate and Close a Work Order (WO)

Example: Issue and terminate a WO (of any work type)

Step 1: Open and Issue a Scheduled WO

1. Click on Issue

2. Indicate the Issued and Start Date and Time

3. Click OK to save



Step 2: Terminate a WO

If you are using (standard) Work Descriptions,

before terminating a WO you should:

1. Select the Work Descriptions tab

2. Pick the performed tasks

To add some notes to each Work Description:

3. Select the work description row

4. Click on Show Work Description button

5. Write the Notes

6. Click on Terminate



Note: When you terminate a systematic work order, it is automatically created the following one, based on the

periodicity which is defined on the Maintenance Schedule (of the Item´s Maintenance Plan)

Step 3: Close a WO

1. Indicate the End Date and Time

2. On Tasks tab you can write on the performed tasks text box

3. Impute the performed Man-Hours, Stock Items and Other services

4. On Documents tab you can attach documents to the WO

5. Click OK to save

1. Click on Closing

2. Click OK to save

3. Click Yes to confirm the operation



11. Reverse Work Order Status

Step 1: Select a WO and reverse WO status

1. Select Work Orders module

2. Select the Item

3. Right click → Reverse WO Status

4. Click Yes to confirm



12. Record an Accounting Cost Document

Example: Record a cost document of type INV - Invoice

Step 1: Open the New Cost Document window

Step 2: Fill the New Cost Document form

1. Select the Costs module

2. Select the Costs - Cost Document view

3. Select the Document Types

4. Click on New

1. Select the Doc. Type

2. Fill the Doc. Ref.

3. Select the Date

4. The Ref.01 and Ref.02 fields are free and their names can be changed on Configuration

button (please consult Configuration user’s manual)


6. (optional) Select the Supplier

7. (optional) Select the Purchase Order

8. For an Accounting Cost Document the Total Amount is Fixed (please consult Configuration

user’s manual), so you can already fill the Amount, VAT Amount and Total fields

9. Click OK to save



13. Record an Internal Cost Document

Example: Record a cost document of type MTR - Material Record

Step 1: Open New Cost Document window

Step 2: Fill the New Cost Document form

1. Select the Costs module

2. Select the Costs - Cost Document view

3. Select the Document Types

4. Click on New

1. Select the Doc. Type

2. Fill the Doc. Ref.

3. Select the Date

4. The Ref.01 and Ref.02 fields are free and their names can be changed on Configuration

button (please consult Configuration user’s manual)


6. For an Internal Cost Document the Total Amount is not Fixed (please consult

Configuration user’s manual), so you should not fill the Amount, VAT Amount and Total

fields. These fields are automatically updated when cost items were recorded

7. Click OK to save



14. Plan/Estimate Man-Hours (MH)

Option 1: On a Standard Work Description of the Library

Step 1: Open the Standard Work Description window on the Library

Step 2: MH Estimate record

1. Select the Standard Work Description

2. Click on Open

3. Select Man-Hours tab

4. Click on New

1. Select the Function of the worker that should do the job

2. Indicate the estimated MH effort

3. Edit/confirm the estimated MH Cost

4. Select the Cost Account

5. Click OK to save



Option 2: On a Maintenance Schedule of a Item’s Maintenance Plan

Step 1: Open a MSch window of an item


1. Select the Maintenance Schedule

2. Click on Open

3. Select Man-Hours tab

4. Click on New





5. Click OK to save



Option 3: On a Work Order

Step 1: Open a WO window


1. Select Man-Hours tab on WO window

2. Click on New at Planned level





5. Click OK to save



15. Plan/Estimate Stock Items (Material)



Step 2: Material Estimate record


2. Click on Open

3. Select Stock Items tab

4. Click on New

1. Select the Stock Item

2. Indicate the Quantity

3. Edit/confirm the estimated Unit Cost


5. Click OK to save



Option 2: On a Maintenance Schedule of a Maintenance Plan




2. Click on Open

3. Select Stock Items tab

4. Click on New





5. Click OK to save




Step 1 : Open a WO window


1. Select Stock Items tab on WO window






5. Click OK to save



16. Plan/Estimate outsourcing services (Other)



Step 2: Other Estimate record


2. Click on Open

3. Select Other tab

4. Click on New


2. (optional) Describe the service

3. Fill the Estimated Cost


5. Click OK to save



Option 2: On a Maintenance Schedule of a Maintenance Plan




2. Click on Open

3. Select Other tab

4. Click on New





5. Click OK to save






1. Select Other tab on WO window






5. Click OK to save



17. Record performed Man-Hours (MH Record)

Option 1: On Tools button

Step 1: Open the MH Record window

Step 2: Register the MH record

1. Click on Tools

2. Select Records → MH Record

1. Click on New

2. Select or confirm the Cost Doc. associated with the Employee

selected (ignore this step if you are not using Cost Documents)

3. Select or confirm the Employee (Account and MH Cost fields will be

automatically filled)

4. Indicate the Date and the Start and End hours (MH Effort and Cost

fields will be automatically filled ; you can also apply a Factor to the MH

effort or edit the MH cost)

5. Select where to allocate/impute the MH: WO, Item or simply to a Cost

Center (or Client)

6. Select or confirm the Cost Account

7. Click OK to save






1. Select Man-Hours tab on WO window

2. Click on New at Performed level

1. Select or confirm the Cost Doc. associated with the Employee

selected (ignore this step if you are not using Cost Documents)

2. Select or confirm the Employee (Account and MH Cost fields will be

automatically filled)


fields will be automatically filled ; you can also apply a Factor to the

MH effort or edit the MH cost)


5. Click OK to save



Option 3: On a Cost Document



1. Click on New

2. Select MH Record option

1. Select or confirm the Employee (Account and MH Cost fields will

be automatically filled)


fields will be automatically filled ; you can also apply a Factor to the

MH effort or edit the MH cost)

3. Select where to allocate/impute the MH: WO, Item or simply to a

Cost Center (or Client)


5. Click OK to save



18. Record consumed Stock Items (Materials Record – Direct Application)


Step 1: Open the Materials Record window

Step 2: Register the Material Record

1. Click on Tools

2. Select Records → Materials Record

1. Click on New

2. Select Direct Application option

3. Select or confirm the Cost Doc. (ignore this step if

you are not using Cost Documents)


5. Indicate the Date and Time


7. Edit or confirm the Unit Cost and VAT (can be 0%)

8. Select where to allocate/impute the Material: WO,

Item or simply to a Cost Center (or Client)


10. Click OK to save






1. Select Stock Items tab on WO window



2. Select or confirm the Cost Doc. (ignore this step if

you are not using Cost Documents)






8. Click OK to save






1. Click on New

2. Select Materials Record option






6. Select where to allocate/impute the Material: WO,

Item or simply to a Cost Center (or Client)


8. Click OK to save



19. Record contracted services (Other Record)


Step 1: Open the Other Record window

Step 2: Register the Other Record

1. Click on Tools

2. Select Records → Other Record

1. Click on New

2. Select or create the Cost Doc. (ignore this step

if you are not using Cost Documents)


4. Fill the Item and Description fields

5. Indicate the Date

6. Edit or confirm the Cost and VAT (can be 0%)

7. Select where to allocate/impute the Material:

WO, Item or simply to a Cost Center (or Client)


9. Click OK to save




Step 1: Open the WO window


1. Select Other tab on WO window


1. Select or create the Cost Doc. (ignore this step

if you are not using Cost Documents)






7. Click OK to save






1. Click on New

2. Select Other Record option




4. Select where to allocate/impute the Material:

WO, Item or simply to a Cost Center (or Client)


6. Click OK to save



20. Record Materials/Stock Items on the Master Articles

Step 1: Open the new Stock Item window

Step 2: Fill the header and the Identification tab

1. Select Materials module

2. Select Materials - Master Articles view

3. Select Stock Item Coding Standard

4. Click on New

1. Select the Structured Item Code (click on

“…” to visit the Stock Item Coding Standard)

2. Select or edit the movement Unit of the

Stock Item

3. Edit the Unit Cost


5. Add a picture (optional)



Step 3: Fill the Coding tab

Step 4: Fill the Specifications tab

1. Select the Coding tab

2. Choose which is the active code: Structured

Code, Manufacturer Code or External Code

1. Select the Specifications tab

2. Fill the specifications defined for the sub-family

to which the Stock Item belongs



Step 5: Fill the Stores tab

Step 6: Fill the Notes tab

1. Click on Stores tab

2. Indicate in which Store(s) the Stock Item exists

Note: This tab is only used by users who are

managing stock levels of the Stock Items with the

application.

1. Click on Notes tab

2. (optional) Free texting field

3. Click OK to save



21. Create Reading Parameters

Example: Create the Temperature reading parameter

Step 1: Open the Reading Parameters window

Step 2: Record the new Reading Parameter

1. Click on Configuration button

2. Click on Plant

3. Click on Reading Parameters

1. Click on New

2. Fill the Code


4. Fill the Unit

5. Click OK to save



22. Create Reading Points (for a Reading Parameter)

Example: Create a reading point for Temperature parameter on an item

Step 1: Open the Reading Points window

Step 2: Create the new Reading Point on the item


2. Select the Item

3. Right click → Reading Points

1. Click on New

2. Select the Parameter

3. Fill Minimum, Maximum, Alarm 1, Alarm 2 fields

4. Click OK to save



23. Record the reading of a Reading Point

Option 1: Record a new reading on the Reading Points window of an item

Step 1: Open the New Reading window of a Reading Point and record the reading

1. Select the Parameter row for which you want to

record the reading

2. Right click on the records area and click on New

3. Indicate the Record

4. Click OK to save



Option 2: Record a new reading on the Readings tab of a WO

Step 1 : Open the WO window and select the Readings tab

Step 2: Open the Reading window of a Reading Point and record the reading

1. Select the Readings tab

2. Click on New

3. Select the Parameter row

4. Click on Go To

1. Select the Parameter row for which

you want to record the reading

2. Click on Open

3. Indicate the Record

4. Click OK to save



24. Define Required Time (RQT)

Example: Setting operation Required Time of an item

Step 1: Open the Required Times window

Step 2: Create the New Required Time of the item


2. Select the Item

3. Right click → Times → Required Time

1. Click on New

2. Select the Date from which this

RQT is accounted by the application

3. Edit the schedule (Start and End) or

the Required Time (RQT Day) for the

week (from Monday till Sunday)

4. Click OK to save



25. Define Operating Time (OPT)

Example: Setting Operating Time of an item

Step 1: Open the Operating Times window

Step 2: Create the New Operating Time of the item


2. Select the Item

3. Right click → Times → Operating Time

1. Click on New

2. Select the Date from which this OPT is

accounted by the application

3. Select the intended option. In this case,

OPT=RQT-DTRM:

RQT - Required Time

DTRM - Down Time Related to Maintenance

4. Click OK to save



26. Record Down Time (direct record)

Example: Direct Down Time record of an item

Step 1: Open the Down Time window

Step 2: Create the New Down Time for Object


2. Select the Item

3. Right click → Times → Down Time

1. Click on New

2. Pick on Down State column all the levels that undergo down

time (only the item, or the item and the levels above)

3. Edit on From and To columns the date and time of down time

4. Click OK to save



27. Create the FMEA Tree – Failure Modes

Option 1: On the Failure Modes window

Example: Create the FMEA Tree for BO - Boiler item type

Step 1: Open the Failure Modes window

Step 2: Create the FMEA Tree for each Component of each Item Type

Note: The list/tree of item types and their components were previously created on Configuration button (see

Configuration user’s manual)


2. Click on Tools button

3. Select Failure Modes

1. Select on the tree the Component for which

you want to develop the FMEA tree

2. Click on New

3. Select the Symptom intended (or create a new

one by clicking on New on Symptoms window)

4. Click on Go To



Step 3: Link the Corrective Action(s)

1. Select on the tree the Symptom for which

you want to develop the FMEA tree

2. Click on New

3. Select the Cause intended (or create a new

one by clicking on New on Causes window)

4. Click on Go To

1. Select on the tree the Cause for which you want to develop the FMEA tree

2. Click on New

3. Select the Standard Work Description intended (or create a new one by

clicking on New on Standard Work Description Library window)

4. Click on Go To



Option 2: By completing Diagnosis and Work Descriptions tabs on the WO

Example: Create the FMEA Tree for PU - Pump item type

Step 1: Fill the Diagnosis tab (when you are registering a WO)

Step 2: Fill the Work Descriptions tab (when you are registering a WO)

1. Select the Diagnosis tab

2. Select Component, Symptom and Cause

1. Select the Work Descriptions tab

2. Click on New and it appears 3 options:

a) Work Description Library: access to the Standard Work

Descriptions Library, to choose a Standard Work Description already

created or to create a new one

b) New Work Description: allows to create a new Standard Work

Description on the Library

c) Failure Modes: access to the FMEA tree, to select corrective

actions for the diagnosed situation

Assuming that, for the diagnosed situation, there is still no

Standard Work Description on the Library neither corrective

actions on the FMEA tree, select New Work Description option



Step 3: Check the automatic development of the FMEA tree (after terminate the WO)

1. Fill the Code


3. Fill the Plan.TM (H)

4. Select New Standard Work Description option, if you want

this Work Description saved in the Library

5. Describe the tasks to be realized on the Tasks tab

In the other tabs (Man-Hours, Stock Items, Other, Documents)

you can estimate/attach all the resources for this work:

Man-Hours and its cost

Materials and its cost

Suppliers and its cost

Documents with relevant information for this work

(check 11th, 12th and 13th chapters of this manual)

6. Click OK to save


2. Click on Tools button

3. Select Failure Modes

4. Check the developed tree (item type + component + symptom

+ cause) and their corrective action(s) (work description) to the

diagnosed situation registered on the WO



28. Create a Simple Indicator

Example: Create the MTBF – Mean Time Between Failures indicator

Step 1: Open the Technical Indicators window

Note: The process of creating indicators is equal for any indicators type (economic, technical, organizational or

custom)

Step 2: Create the new simple Technical Indicator

1. Select Dashboard module

2. Click on Indicators button

3. Select Technical Indicators

1. Click on New / Simple

2. Fill the Code


4. Select the indicator’s Analysis Period

5. Fill the Year (if that was the option selected on Analysis Period)

6. Select the indicator’s Indicator Result

7. Choose the option for which the indicator you want to calculate is

Applied (if you choose Systems, Items, Cost Centers or Clients, click on

New and select what you want)

8. Click on Formula to edit the indicator’s formula



Step 3: Edit the Technical Indicator’s formula

For this example:

1. Click on Automatic Parameters

2. Select OPT - Operating Time (double click)

3. Click on division sign


5. Select NFA - Number of Not Planned WO

(double click)

6. Click on OK



Step 4: Compute the Technical Indicator

1. Click on Compute

2. Click OK to save



29. Create a Compound Indicator

Example: Create the indicator that compute the percentage of pump 1 corrective work orders versus pump 1 and 2

corrective work orders

Step 1: Open the Custom Indicators window

Note: The process of creating indicators is equal for any indicators type (economic, technical, organizational or

custom)

Step 2: Create the new compound Custom Indicator

1. Select Dashboard module

2. Click on Indicators button

3. Select Custom Indicators

1. Click on New / Compound

2. Fill the Code


4. Select the indicator’s Analysis Period

5. Fill the Year (if that was the option selected on

Analysis Period)

6. Select the indicator’s Indicator Result

7. Click on Formula to edit the indicator’s formula



Step 3: Edit the Compound Custom Indicator’s formula

For this example:

1. Open parenthesis



(double click)

4. Click on Items

5. Select PUM-0001 (double click)

6. Click on “division” sign

7. Open parenthesis



(double click)

10. Click on Items


12. Click on “plus” sign



(double click)

15. Click on Items


17. Close parenthesis

18. Close parenthesis

19. Click on “multiplication” sign

20. Enter the number “100”

21. Click on OK



Step 4: Compute the Compound Custom Indicator

1. Click on Compute

2. Click OK to save



30. Edit values on a Manual Parameter

Note: You can introduce values for manual parameters in the systems (at any level of Functional Organization), cost

centers and maintenance items

Step 1: Open the Analysis window

Step 2: Change for Manual Parameters view


2. Right click on a System/Cost Center/Item

3. Select Analysis

1. Click on Manual Parameters



Step 3: Choose the Parameter and edit the values

1. Click on a New

2. Click on Parameter and

select the one that you want

3. Indicate the Year

4. Edit the values of that

parameter for that year

5. Click OK to save



31. Create Maintenance Budgets

Step 1: Open Maintenance Budget window

Step 2: Create a New Maintenance Budget

1. Select Costs module

2. Click on Budgets

1. Click on New

2. Fill the Code


4. Select Start and End dates

5. Select the Account you want to budget

6. Click on New

7. Select the Cost Center for that Account that you want to budget

8. Edit the Budget value for that Account and Cost Center

9. Click on OK to save

Repeat from point 5, as many times as the entries to be

budgeted.



32. Consult Budget Control

Step 1: Open the Maintenance Budget window

Step 2: Open the Budget Control window of a Maintenance Budget

1. Select Costs module

2. Click on Budgets

1. Select the Maintenance Budget row for which

you want to consult the Budget Control

2. Click on Budget Control button

3. (optional) Filter the Account and/or Cost Center

4. Select the analysis period

5. Click on Compute