Simplicity 909 Manual do Utilizador

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Resumo do Conteúdo

Página 1 - STANDARD FEATURES

ADVANCED COMPUTERIZED MAINTENANCE MANAGEMENT SOFTWARE VERSION 7.x STANDARD FEATURES USERS GUIDE

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Getting Started 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Introduction The procedures presented herein assume that the pur

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Security, Databases and Utility Modules 12 Maintenance Coordinator  Simplicity Software Technologies Inc Optional databases for Add-on feature

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Security, Databases and Utility Modules 13 Maintenance Coordinator  Simplicity Software Technologies Inc To setup your databases:  Start th

Página 5 - LICENSE AGREEMENT

Security, Databases and Utility Modules 14 Maintenance Coordinator  Simplicity Software Technologies Inc  Use this File Open dialog as you wo

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Security, Databases and Utility Modules 15 Maintenance Coordinator  Simplicity Software Technologies Inc To install and use a network version

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Security, Databases and Utility Modules 16 Maintenance Coordinator  Simplicity Software Technologies Inc  The main menu module will close and

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Security, Databases and Utility Modules 17 Maintenance Coordinator  Simplicity Software Technologies Inc repair function will repair a data

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Security, Databases and Utility Modules 18 Maintenance Coordinator  Simplicity Software Technologies Inc Work Orders Auto Email The Work Or

Página 10 - Installing the Application

Security, Databases and Utility Modules 19 Maintenance Coordinator  Simplicity Software Technologies Inc Auto Email Setup Options You have a

Página 11 - Installing for Network Use

Security, Databases and Utility Modules 20 Maintenance Coordinator  Simplicity Software Technologies Inc Import – Export Module The Import

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Security, Databases and Utility Modules 21 Maintenance Coordinator  Simplicity Software Technologies Inc Import Database The Import Databas

Página 13 - Validating the Software

Getting Started 5 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click OK.  Click the Install Products option.  Click on the

Página 14 - Entering a Software Key

Security, Databases and Utility Modules 22 Maintenance Coordinator  Simplicity Software Technologies Inc  From the list click on Microsoft Je

Página 15 - Sample Databases

Security, Databases and Utility Modules 23 Maintenance Coordinator  Simplicity Software Technologies Inc Import Spreadsheet The Import Spr

Página 16 - Moving Between Modules

Security, Databases and Utility Modules 24 Maintenance Coordinator  Simplicity Software Technologies Inc  From the Data Link Properties dialo

Página 17 - Program Settings

Security, Databases and Utility Modules 25 Maintenance Coordinator  Simplicity Software Technologies Inc Open Database The Open Database fun

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Security, Databases and Utility Modules 26 Maintenance Coordinator  Simplicity Software Technologies Inc  Browse to and select the database y

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MAINTENANCE COORDINATOR SYSTEM

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Word Processor 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

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Word Processor 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Editor / Word Processor Overview ...

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Word Processor 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Spell Check ...

Página 23 - More Information

Word Processor 5 Maintenance Coordinator  Simplicity Software Technologies Inc. Editor / Word Processor Overview We use the same Editor or Wo

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Getting Started 6 Maintenance Coordinator  Simplicity Software Technologies Inc. For more information on this subject please refer to the Securi

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Word Processor 6 Maintenance Coordinator  Simplicity Software Technologies Inc. Understanding the Ribbon’s Home Tab The following elements

Página 26 - Common Features

Word Processor 7 Maintenance Coordinator  Simplicity Software Technologies Inc.  Full Justified – This sets the selected paragraph as fully j

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Word Processor 8 Maintenance Coordinator  Simplicity Software Technologies Inc.  Table Options – Click for options. o Table Properties –

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Word Processor 9 Maintenance Coordinator  Simplicity Software Technologies Inc.  Document Normal or Draft View – Displays the document in dra

Página 29 - Editing Basics

Word Processor 10 Maintenance Coordinator  Simplicity Software Technologies Inc. Import Document – Open To import a document from file, overw

Página 30 - Pull Down Menus

Word Processor 11 Maintenance Coordinator  Simplicity Software Technologies Inc. Print Preview To receive a print preview of your document:

Página 31 - Use the Ribbon

Word Processor 12 Maintenance Coordinator  Simplicity Software Technologies Inc. Edit Functions The edit functions of cut, copy, paste and cl

Página 32 - Quick Access Toolbar

Word Processor 13 Maintenance Coordinator  Simplicity Software Technologies Inc.  To cancel the search move to and click on the Cancel button

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Word Processor 14 Maintenance Coordinator  Simplicity Software Technologies Inc. Page View With the Page View option your can view your docum

Página 34 - Deleting Text

Word Processor 15 Maintenance Coordinator  Simplicity Software Technologies Inc. Insert Image To insert an image into your document:  Clic

Página 35 - Opening Files - Import

Getting Started 7 Maintenance Coordinator  Simplicity Software Technologies Inc. System Requirements The following are minimum system requirements

Página 36 - Saving Files - Export

Word Processor 16 Maintenance Coordinator  Simplicity Software Technologies Inc. Insert Date To insert the current date into your document:

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Word Processor 17 Maintenance Coordinator  Simplicity Software Technologies Inc. Format Character To change or set the font:  Select th

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Word Processor 18 Maintenance Coordinator  Simplicity Software Technologies Inc. Format Paragraph You can setup the formatting characteristics

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Word Processor 19 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click on the color of your choice by clicking on it.  Cli

Página 40 - Data Quick Entry

Word Processor 20 Maintenance Coordinator  Simplicity Software Technologies Inc.  Select the text to be formatted or place your cursor within

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Word Processor 21 Maintenance Coordinator  Simplicity Software Technologies Inc. Decrease Bullet Level To decrease the level or tab position

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Word Processor 22 Maintenance Coordinator  Simplicity Software Technologies Inc.  In the Table Insert group select either the Column Left or

Página 43 - Print Preview Screens

Word Processor 23 Maintenance Coordinator  Simplicity Software Technologies Inc. Deleting a Table Row To delete a row from an existing table:

Página 44 - Picture Viewer

Word Processor 24 Maintenance Coordinator  Simplicity Software Technologies Inc. Toggling the Display of Table Grid Lines To toggle the displa

Página 45 - Using the Calendar

Word Processor 25 Maintenance Coordinator  Simplicity Software Technologies Inc.  Open the dropdown list found in this section, and select th

Página 46 - Date Range Selection

Getting Started 8 Maintenance Coordinator  Simplicity Software Technologies Inc. To unlock a demo version into a full working version please follow

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Word Processor 26 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 48

MAINTENANCE COORDINATOR SYSTEM

Página 49 - Using the Text Editor

Maintenance Scheduler 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

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Maintenance Scheduler 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Overview ...

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Maintenance Scheduler 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Setting Up a P.M. Group...

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Maintenance Scheduler 5 Maintenance Coordinator  Simplicity Software Technologies Inc. To Print a Blank Month Calendar ...

Página 53 - Documents (Document Feature)

Maintenance Scheduler 6 Maintenance Coordinator  Simplicity Software Technologies Inc.

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Maintenance Scheduler 7 Maintenance Coordinator  Simplicity Software Technologies Inc. Overview The Maintenance Scheduler module is the heart of

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Maintenance Scheduler 8 Maintenance Coordinator  Simplicity Software Technologies Inc. REPAIR, SINGLE-SHOT TYPES (Default):  Imminent Danger 

Página 56 - Attachments Feature

Maintenance Scheduler 9 Maintenance Coordinator  Simplicity Software Technologies Inc.  Days in Advance to Generate Work Orders – To help keep t

Página 57

Getting Started 9 Maintenance Coordinator  Simplicity Software Technologies Inc. you enter it immediately. If not entered within 45 days

Página 58 - Creating Barcodes

Maintenance Scheduler 10 Maintenance Coordinator  Simplicity Software Technologies Inc. View Options This tab lets you setup the following option

Página 59 - Printing Barcode Labels

Maintenance Scheduler 11 Maintenance Coordinator  Simplicity Software Technologies Inc.  Work Orders User Defined Fields – This allows you to sp

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Maintenance Scheduler 12 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the various fields on this tab and edit the nam

Página 61

Maintenance Scheduler 13 Maintenance Coordinator  Simplicity Software Technologies Inc. Something like “Monthly PM of Compressor 1 Control Panel”

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Maintenance Scheduler 14 Maintenance Coordinator  Simplicity Software Technologies Inc. 13. You should now be on the Recurring tab. Move to the Fr

Página 63 - Budgets

Maintenance Scheduler 15 Maintenance Coordinator  Simplicity Software Technologies Inc. 22. Click the Next command button to move to the Assign

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Maintenance Scheduler 16 Maintenance Coordinator  Simplicity Software Technologies Inc. 34. Click the safety instructions you want to use with thi

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Maintenance Scheduler 17 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to and click on the Check button adjacent to this

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Maintenance Scheduler 18 Maintenance Coordinator  Simplicity Software Technologies Inc. When the Classification Tree is displayed, you can also se

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Maintenance Scheduler 19 Maintenance Coordinator  Simplicity Software Technologies Inc. Details Tab Under the Details tab you can setup your sch

Página 68

Getting Started 10 Maintenance Coordinator  Simplicity Software Technologies Inc. Moving Between Modules The Maintenance Coordinator program

Página 69 - Employee Lookup

Maintenance Scheduler 20 Maintenance Coordinator  Simplicity Software Technologies Inc. 50,000-mile tune-up on an automobile, for example,

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Maintenance Scheduler 21 Maintenance Coordinator  Simplicity Software Technologies Inc. Scheduling This area sets up the task scheduling crite

Página 71 - Contact and Vendor Lookup

Maintenance Scheduler 22 Maintenance Coordinator  Simplicity Software Technologies Inc. Recurring Tasks The section allows the setup of repeat

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Maintenance Scheduler 23 Maintenance Coordinator  Simplicity Software Technologies Inc.  If you want to have the program wait until this task is

Página 73 - Accessing the Chart Designer

Maintenance Scheduler 24 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Machine Assignment section and click on the

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Maintenance Scheduler 25 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click the Select command button. Classification Assig

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Maintenance Scheduler 26 Maintenance Coordinator  Simplicity Software Technologies Inc. Specifying Account and Project Assignments You can assig

Página 76 - Chart Data Grid

Maintenance Scheduler 27 Maintenance Coordinator  Simplicity Software Technologies Inc.  Repeat the above steps until you have added all parts a

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Maintenance Scheduler 28 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click on the Assignments tab near the bottom of the scr

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Maintenance Scheduler 29 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click on the resource you want to add by clicking on th

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Getting Started 11 Maintenance Coordinator  Simplicity Software Technologies Inc. Program Settings The Program Setting allows you setup general f

Página 80 - Chart Wizard

Maintenance Scheduler 30 Maintenance Coordinator  Simplicity Software Technologies Inc. Recording Labor Actually Work To record the time your

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Maintenance Scheduler 31 Maintenance Coordinator  Simplicity Software Technologies Inc. Automatic Email of Work Orders To allow the program to u

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Maintenance Scheduler 32 Maintenance Coordinator  Simplicity Software Technologies Inc. Work Order Attachments For information about the Attac

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Maintenance Scheduler 33 Maintenance Coordinator  Simplicity Software Technologies Inc.  Repeat the above two steps for each question you want t

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Maintenance Scheduler 34 Maintenance Coordinator  Simplicity Software Technologies Inc. Task Instructions This section allows you to select

Página 85 - Standard Work Orders Wizard

Maintenance Scheduler 35 Maintenance Coordinator  Simplicity Software Technologies Inc. To select instructions:  Click on the Lookup button.

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Maintenance Scheduler 36 Maintenance Coordinator  Simplicity Software Technologies Inc. discussed. The difference however is that you can

Página 87 - Purchase Requisition Wizard

Maintenance Scheduler 37 Maintenance Coordinator  Simplicity Software Technologies Inc. Status Tab On the Status tab you can record the current

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Maintenance Scheduler 38 Maintenance Coordinator  Simplicity Software Technologies Inc.  Select the date that the task was completed fro

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Maintenance Scheduler 39 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Task Status section and select the

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Getting Started 12 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Company Logo section and click on the Browse butto

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Maintenance Scheduler 40 Maintenance Coordinator  Simplicity Software Technologies Inc. To use the Complete button:  Move to the Status tab by

Página 92 - Logging into the Program

Maintenance Scheduler 41 Maintenance Coordinator  Simplicity Software Technologies Inc.  Setup or select the various options of this tab.  Cl

Página 93 - Lost or Forgotten Passwords

Maintenance Scheduler 42 Maintenance Coordinator  Simplicity Software Technologies Inc. Setting Up a P.M. Group The first step in using a

Página 94

Maintenance Scheduler 43 Maintenance Coordinator  Simplicity Software Technologies Inc. o Schedule Start - This field specifies the date

Página 95 - Changing Your Own Password

Maintenance Scheduler 44 Maintenance Coordinator  Simplicity Software Technologies Inc. Rescheduling with P.M. Groups With PM Groups you can re

Página 96

Maintenance Scheduler 45 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to both the New Schedule Start and New Sc

Página 97

Maintenance Scheduler 46 Maintenance Coordinator  Simplicity Software Technologies Inc. Scheduling by Meter With the scheduler module you

Página 98

Maintenance Scheduler 47 Maintenance Coordinator  Simplicity Software Technologies Inc.  The “Do Not Generate New Task” flag has NOT been set.

Página 99 - Creating New Databases

Maintenance Scheduler 48 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Classification Assignment section and

Página 100 - Database Settings

Maintenance Scheduler 49 Maintenance Coordinator  Simplicity Software Technologies Inc. Editing Recurring Tasks The program is designed to

Página 101

Getting Started 13 Maintenance Coordinator  Simplicity Software Technologies Inc.  Remove the checkmark in the Use Outlook or Outlook Express for

Página 102 - Networking Your Databases

Maintenance Scheduler 50 Maintenance Coordinator  Simplicity Software Technologies Inc. Repair Codes With repair you can have both universal rep

Página 103 - Backing Up Your Database

Maintenance Scheduler 51 Maintenance Coordinator  Simplicity Software Technologies Inc. Maintenance Personnel – Employees Database If you want t

Página 104 - Compact and Repair Databases

Maintenance Scheduler 52 Maintenance Coordinator  Simplicity Software Technologies Inc. Adding Records to the Maintenance Personnel List To add

Página 105

Maintenance Scheduler 53 Maintenance Coordinator  Simplicity Software Technologies Inc. Generating Tasks Whenever the program executes one of th

Página 106 - Work Orders Auto Email

Maintenance Scheduler 54 Maintenance Coordinator  Simplicity Software Technologies Inc.  Select the ending date for your tasks date rang

Página 107 - Auto Email Setup Options

Maintenance Scheduler 55 Maintenance Coordinator  Simplicity Software Technologies Inc. Generate by Classification To generate a range of tasks

Página 108 - Import – Export Module

Maintenance Scheduler 56 Maintenance Coordinator  Simplicity Software Technologies Inc. Print Previewing the Current Work Order To preview the c

Página 109 - Import Database

Maintenance Scheduler 57 Maintenance Coordinator  Simplicity Software Technologies Inc. Saving the Work Orders to History You can save a summary

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Maintenance Scheduler 58 Maintenance Coordinator  Simplicity Software Technologies Inc. Deleting a Work Order To delete a work order from the da

Página 111 - Import Spreadsheet

Maintenance Scheduler 59 Maintenance Coordinator  Simplicity Software Technologies Inc. Emailing the Work Order To email a work order:  Select

Página 113 - Open Database

Getting Started 14 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Graphical Theme drop down and select the graphical

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Maintenance Scheduler 60 Maintenance Coordinator  Simplicity Software Technologies Inc.  Open the Filters page in the ribbon and move to the Ass

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Maintenance Scheduler 61 Maintenance Coordinator  Simplicity Software Technologies Inc. Other Sort and Filter Options Besides from the options a

Página 116 - Word Processor

Maintenance Scheduler 62 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click Find First. To find additional matches to your s

Página 117 - Table of Contents

Maintenance Scheduler 63 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the ‘Specifics’ area and enter the appropriate

Página 118

Maintenance Scheduler 64 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the various fields of this dialog and setup the

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Maintenance Scheduler 65 Maintenance Coordinator  Simplicity Software Technologies Inc. Using the Tasks Planner Option With the Tasks Planner

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Maintenance Scheduler 66 Maintenance Coordinator  Simplicity Software Technologies Inc. Printing a Single Task with the Planner To print a singl

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Maintenance Scheduler 67 Maintenance Coordinator  Simplicity Software Technologies Inc. Exporting with Tasks Planner To export or save the Tasks

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Maintenance Scheduler 68 Maintenance Coordinator  Simplicity Software Technologies Inc. Tasks Calendar Everyone is different, and we all have ou

Página 123

Maintenance Scheduler 69 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Calendar View Options group in the ribbon a

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Getting Started 15 Maintenance Coordinator  Simplicity Software Technologies Inc. DATABASE SETTINGS When you move your databases to new locations

Página 125 - Print Preview

Maintenance Scheduler 70 Maintenance Coordinator  Simplicity Software Technologies Inc. Printing the Current Tasks Calendar Schedule To print th

Página 126 - Finding Text

Maintenance Scheduler 71 Maintenance Coordinator  Simplicity Software Technologies Inc. To Print a Blank Month Calendar To print a blank calendar

Página 127 - Select All

Maintenance Scheduler 72 Maintenance Coordinator  Simplicity Software Technologies Inc. Adding Task, Safety or Comments Instructions For recurri

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Maintenance Scheduler 73 Maintenance Coordinator  Simplicity Software Technologies Inc. Create a New Archive Database As you continue to use

Página 129 - Insert Text

Maintenance Scheduler 74 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click on the Module button and move over the Databases

Página 130 - Insert Symbol

Maintenance Scheduler 75 Maintenance Coordinator  Simplicity Software Technologies Inc. To restore all records from archive:  Click on the Mo

Página 131 - Format Character

Maintenance Scheduler 76 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Restore Date Ranges section and click on th

Página 132 - Font Color

Maintenance Scheduler 77 Maintenance Coordinator  Simplicity Software Technologies Inc. Deleting a Date Range of Work Orders To permanently remo

Página 133 - Back Color

Maintenance Scheduler 78 Maintenance Coordinator  Simplicity Software Technologies Inc.  Next you need to choose the status indictors fo

Página 134 - Increase Bullet Level

Maintenance Scheduler 79 Maintenance Coordinator  Simplicity Software Technologies Inc.  To select only those tasks that are assigned to a speci

Página 135 - Insert Table

Getting Started 16 Maintenance Coordinator  Simplicity Software Technologies Inc. How to Get Started with Maintenance Coordinator With Maintenance

Página 136

Maintenance Scheduler 80 Maintenance Coordinator  Simplicity Software Technologies Inc.  Once the wizard has been fully setup to your liking, mo

Página 137

Maintenance Scheduler 81 Maintenance Coordinator  Simplicity Software Technologies Inc.  To specify the date ranges of your report mov

Página 138

Maintenance Scheduler 82 Maintenance Coordinator  Simplicity Software Technologies Inc. Work Orders Down Time Report The Down Time Report Wizard

Página 139 - Spell Check

Maintenance Scheduler 83 Maintenance Coordinator  Simplicity Software Technologies Inc. Work Order Details Report This report is based on

Página 140

Maintenance Scheduler 84 Maintenance Coordinator  Simplicity Software Technologies Inc.  Open the Reports page in the ribbon and click

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Maintenance Scheduler 85 Maintenance Coordinator  Simplicity Software Technologies Inc.  Open the Reports page in the ribbon and click on the C

Página 142 - Maintenance Scheduler

Maintenance Scheduler 86 Maintenance Coordinator  Simplicity Software Technologies Inc. Completion Summary Report The Completion Summary Report g

Página 143

Maintenance Scheduler 87 Maintenance Coordinator  Simplicity Software Technologies Inc. Projected Work Orders Costs Report The Projected Work

Página 144

Maintenance Scheduler 88 Maintenance Coordinator  Simplicity Software Technologies Inc.  To specify which equipment to report on, move t

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Maintenance Scheduler 89 Maintenance Coordinator  Simplicity Software Technologies Inc. Closed Work Orders by Mechanic Report The Closed Work Ord

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Getting Started 17 Maintenance Coordinator  Simplicity Software Technologies Inc. the same set of instructions over and over. For example, say you

Página 147 - Overview

Maintenance Scheduler 90 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move the Date Ranges section and setup the date range y

Página 148 - Work Orders Setup

Maintenance Scheduler 91 Maintenance Coordinator  Simplicity Software Technologies Inc. Charts and Graphs There are a few charts and graphs avai

Página 149

Maintenance Scheduler 92 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 150

MAINTENANCE COORDINATOR SYSTEM

Página 151

Work Orders 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 152 - Work Order Creation Wizard

Work Orders 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Overview ...

Página 153

Work Orders 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Overview This module is designed for use with standard work

Página 154

Work Orders 5 Maintenance Coordinator  Simplicity Software Technologies Inc. Sample Work Order System The following flow chart illustrates a poss

Página 155

Work Orders 6 Maintenance Coordinator  Simplicity Software Technologies Inc. Lookup View This is a lot like a lookup table. All work orders i

Página 156 - Checking the Task ID Number

Work Orders 7 Maintenance Coordinator  Simplicity Software Technologies Inc. Detail View This is where you would create your standard work orders

Página 157 - Lookup View

Getting Started 18 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 158

Work Orders 8 Maintenance Coordinator  Simplicity Software Technologies Inc.  Work Request By – This field indicates the name of the p

Página 159 - Task Types

Work Orders 9 Maintenance Coordinator  Simplicity Software Technologies Inc. Scheduling and Status Tab NOTE: The person or persons respon

Página 160 - Personnel Assignments

Work Orders 10 Maintenance Coordinator  Simplicity Software Technologies Inc.  Scheduled Start – This field indicates the scheduled starting

Página 161 - Work Requested By

Work Orders 11 Maintenance Coordinator  Simplicity Software Technologies Inc. Adding a New Work Order with the Wizard For some people creating

Página 162 - Recurring Tasks

Work Orders 12 Maintenance Coordinator  Simplicity Software Technologies Inc. Deleting a Work Order To delete a work order:  Select the work o

Página 163

Work Orders 13 Maintenance Coordinator  Simplicity Software Technologies Inc.  From the Employees Lookup screen, select the mechanic you want to

Página 164

Work Orders 14 Maintenance Coordinator  Simplicity Software Technologies Inc. Safety Instructions You have your choice of using the standard set

Página 165 - Classification Assignments

Work Orders 15 Maintenance Coordinator  Simplicity Software Technologies Inc. Report Wizard With the report wizard you can create some fa

Página 166

Work Orders 16 Maintenance Coordinator  Simplicity Software Technologies Inc. Work Orders by Classification Report To create a work orders by cla

Página 167 - Recording Materials Used

Work Orders 17 Maintenance Coordinator  Simplicity Software Technologies Inc. Work Orders Remote Request As an add-on feature to the Mainte

Página 168 - Adding Labor

MAINTENANCE COORDINATOR SYSTEM

Página 169 - Removing Labor

Work Orders 18 Maintenance Coordinator  Simplicity Software Technologies Inc. Importing Remote Work Order Requests With the Remote Work Order

Página 170

MAINTENANCE COORDINATOR SYSTEM

Página 171 - Joining PM Groups

Parts and Inventory 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 172

Parts and Inventory 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Overview ...

Página 173 - Instructions Tab

Parts and Inventory 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Overview This module is used as part of an inventory contro

Página 174 - Task Instructions

Parts and Inventory 5 Maintenance Coordinator  Simplicity Software Technologies Inc. Lookup View This tab acts much like a lookup table. Here yo

Página 175 - Safety Instructions

Parts and Inventory 6 Maintenance Coordinator  Simplicity Software Technologies Inc. Quick Find To find a part using the Quick Find routine:

Página 176

Parts and Inventory 7 Maintenance Coordinator  Simplicity Software Technologies Inc. Once you have enter the Part Description, you can cl

Página 177 - Completion Information

Parts and Inventory 8 Maintenance Coordinator  Simplicity Software Technologies Inc. Part Substitutions It is highly recommended that you se

Página 178 - Task Status

Parts and Inventory 9 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click the View Part button.  When asked if you want

Página 179 - Complete Button

Common Features 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 180

Parts and Inventory 10 Maintenance Coordinator  Simplicity Software Technologies Inc. To view the part movement history:  Locate and select th

Página 181 - PM Groups

Parts and Inventory 11 Maintenance Coordinator  Simplicity Software Technologies Inc. Barcodes You can create and use barcodes and labels. To a

Página 182 - Setting Up a P.M. Group

Parts and Inventory 12 Maintenance Coordinator  Simplicity Software Technologies Inc. For more information on the Attachments Feature, plea

Página 183 - Deleting a P.M. Group

Parts and Inventory 13 Maintenance Coordinator  Simplicity Software Technologies Inc. Adding New Group Titles To add a new group title t

Página 184

Parts and Inventory 14 Maintenance Coordinator  Simplicity Software Technologies Inc. Viewing Part Groups One of the advantages of groups is he

Página 185

Parts and Inventory 15 Maintenance Coordinator  Simplicity Software Technologies Inc. Add a Warehouse To add a warehouse:  Click on the Modu

Página 186 - Scheduling by Meter

Parts and Inventory 16 Maintenance Coordinator  Simplicity Software Technologies Inc. Edit a Warehouse To edit an existing warehouse:  From t

Página 187 - Adding New Classifications

Parts and Inventory 17 Maintenance Coordinator  Simplicity Software Technologies Inc. Transferring Inventory between Warehouses To transfer inve

Página 188

Parts and Inventory 18 Maintenance Coordinator  Simplicity Software Technologies Inc. Parts Lookup The Parts Lookup screen divides up the databa

Página 189 - Editing Recurring Tasks

Parts and Inventory 19 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click Select to open the selected part. To check-out a p

Página 190 - Repair Codes

Common Features 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Chapter Overview ...

Página 191

Parts and Inventory 20 Maintenance Coordinator  Simplicity Software Technologies Inc. Printing the Current Part To print the current part:  M

Página 192

Parts and Inventory 21 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move and click on the … button adjacent to the

Página 193 - Generating Tasks

Parts and Inventory 22 Maintenance Coordinator  Simplicity Software Technologies Inc. Check Out Report The database keeps track of the las

Página 194

Parts and Inventory 23 Maintenance Coordinator  Simplicity Software Technologies Inc. Parts Last Movement Report After your parts room has b

Página 195

Parts and Inventory 24 Maintenance Coordinator  Simplicity Software Technologies Inc. Inventory Report Wizard The Inventory Report will return

Página 196

Parts and Inventory 25 Maintenance Coordinator  Simplicity Software Technologies Inc. Inventory Report The Spare Parts Inventory Report wi

Página 197

Parts and Inventory 26 Maintenance Coordinator  Simplicity Software Technologies Inc.  If you want to specify a cost range of items to report on

Página 198 - Deleting a Work Order

Parts and Inventory 27 Maintenance Coordinator  Simplicity Software Technologies Inc. Parts by Equipment Report To create a report on all parts

Página 199

Parts and Inventory 28 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 200

MAINTENANCE COORDINATOR SYSTEM

Página 201

Common Features 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Equipment and Machinery Lookup ...

Página 202 - Time Tracker

Equipment and Machinery 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 203

Equipment and Machinery 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Overview ...

Página 204

Equipment and Machinery 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Print All Motors Report ...

Página 205 - Print the Planner Schedule

Equipment and Machinery 5 Maintenance Coordinator  Simplicity Software Technologies Inc. Overview In this section we'll be discussing t

Página 206

Equipment and Machinery 6 Maintenance Coordinator  Simplicity Software Technologies Inc. Lookup View The Lookup View tab acts much like a lookup t

Página 207 - Exporting with Tasks Planner

Equipment and Machinery 7 Maintenance Coordinator  Simplicity Software Technologies Inc. Adding New Equipment To add a new Equipment record to you

Página 208 - Tasks Calendar

Equipment and Machinery 8 Maintenance Coordinator  Simplicity Software Technologies Inc. Linked Assets You can link an asset record to a countle

Página 209

Equipment and Machinery 9 Maintenance Coordinator  Simplicity Software Technologies Inc. Setting Asset’s Parent/Sub-Assembly Relation  Move to th

Página 210

Equipment and Machinery 10 Maintenance Coordinator  Simplicity Software Technologies Inc.  The initial cost of the asset.  The asset’s useful li

Página 211 - Maintenance Documents

Equipment and Machinery 11 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the various fields on this tab and set

Página 212

Common Features 5 Maintenance Coordinator  Simplicity Software Technologies Inc. Chapter Overview This chapter outlines features that are

Página 213 - Archiving your Database

Equipment and Machinery 12 Maintenance Coordinator  Simplicity Software Technologies Inc.  From the Properties and Locations screen, click on the

Página 214 - Restore Records from Archive

Equipment and Machinery 13 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click on the Delete Record option in the ribbon. Leas

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Equipment and Machinery 14 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click the Select button. Motors If your equipment is

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Equipment and Machinery 15 Maintenance Coordinator  Simplicity Software Technologies Inc.  After creating the initial record, open the Go page and

Página 217 - Work Order Report Wizard

Equipment and Machinery 16 Maintenance Coordinator  Simplicity Software Technologies Inc.  Repeat the above two steps for the other color.  Clic

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Equipment and Machinery 17 Maintenance Coordinator  Simplicity Software Technologies Inc.  When you are done with one meter, click the Enter key t

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Equipment and Machinery 18 Maintenance Coordinator  Simplicity Software Technologies Inc. Copy and Paste Equipment As a time saving feature,

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Equipment and Machinery 19 Maintenance Coordinator  Simplicity Software Technologies Inc. Equipment Picture You can include a picture of each of y

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Equipment and Machinery 20 Maintenance Coordinator  Simplicity Software Technologies Inc. Equipment Log Use the Equipment Log to keep a complete h

Página 222 - Work Orders Down Time Report

Equipment and Machinery 21 Maintenance Coordinator  Simplicity Software Technologies Inc.  To change the date of the entry, click on the … button

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Maintenance Coordinator Software System Copyright 2001 – 20013 Mark Dunbar GENERAL CONTACT INFORMATION Simplicity Software Technologies Inc. 1

Página 224 - Repair Codes Report

Common Features 6 Maintenance Coordinator  Simplicity Software Technologies Inc. Pull Down Menus Throughout the program are pull down menus tha

Página 225 - Equipment Summary Report

Equipment and Machinery 22 Maintenance Coordinator  Simplicity Software Technologies Inc. Deleting Records from the Log To delete a record from t

Página 226 - Completion Summary Report

Equipment and Machinery 23 Maintenance Coordinator  Simplicity Software Technologies Inc. To delete or remove a part from the list.  Click on the

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Equipment and Machinery 24 Maintenance Coordinator  Simplicity Software Technologies Inc. Equipment Asset/ List Report To create an Equipment Asse

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Equipment and Machinery 25 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Status drop down and select the indicator y

Página 229 - Mechanics Phone List Report

Equipment and Machinery 26 Maintenance Coordinator  Simplicity Software Technologies Inc. Predictive Maintenance Worksheet This report will report

Página 230 - Actual Man Hours Used Report

Equipment and Machinery 27 Maintenance Coordinator  Simplicity Software Technologies Inc. Printing a Meter Readings Data Collection Sheet To print

Página 231 - Charts and Graphs

Equipment and Machinery 28 Maintenance Coordinator  Simplicity Software Technologies Inc. Print All Pumps Report To get a report on all motors in t

Página 232

MAINTENANCE COORDINATOR SYSTEM

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Purchasing and Receiving 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 234 - Work Orders

Purchasing and Receiving 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Overview ...

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Common Features 7 Maintenance Coordinator  Simplicity Software Technologies Inc. Use the Ribbon When you first start some of the modules in the

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Purchasing and Receiving 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Removing an Existing Document for a Blanket PO ...

Página 237 - Sample Work Order System

Purchasing and Receiving 5 Maintenance Coordinator  Simplicity Software Technologies Inc. Overview Use this module for all your purchasing and re

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Purchasing and Receiving 6 Maintenance Coordinator  Simplicity Software Technologies Inc. Lookup View The Lookup View tab facilitates the

Página 239 - Detail View

Purchasing and Receiving 7 Maintenance Coordinator  Simplicity Software Technologies Inc. Purchasing Document Lookup To locate a purchasing docume

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Purchasing and Receiving 8 Maintenance Coordinator  Simplicity Software Technologies Inc. Creating a New Purchase Document To create a new purcha

Página 241 - Scheduling and Status Tab

Purchasing and Receiving 9 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click on the Module button and select the Add New with

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Purchasing and Receiving 10 Maintenance Coordinator  Simplicity Software Technologies Inc. o Move to the Part Groups grid, and click on the part g

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Purchasing and Receiving 11 Maintenance Coordinator  Simplicity Software Technologies Inc. Entering Vendor Information To select a vendor for yo

Página 244 - Filtering Options

Purchasing and Receiving 12 Maintenance Coordinator  Simplicity Software Technologies Inc. Document Assignments There are additional fields that

Página 245 - Lookup View Options

Purchasing and Receiving 13 Maintenance Coordinator  Simplicity Software Technologies Inc. Entering Materials for Purchase ADD MATERIALS FROM STO

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Common Features 8 Maintenance Coordinator  Simplicity Software Technologies Inc. Restore the Ribbon Click Customize Quick Access Toolbar . I

Página 247 - Report Wizard

Purchasing and Receiving 14 Maintenance Coordinator  Simplicity Software Technologies Inc. ADDING NON-STOCK ITEMS To add non-stock items to your

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Purchasing and Receiving 15 Maintenance Coordinator  Simplicity Software Technologies Inc. Specifying Comment for Purchase Orders To specify spec

Página 249 - Create Request Data File

Purchasing and Receiving 16 Maintenance Coordinator  Simplicity Software Technologies Inc.  Select the approvals of your choice from those listed

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Purchasing and Receiving 17 Maintenance Coordinator  Simplicity Software Technologies Inc. Deleting a Purchase Document To delete a purchase docu

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Purchasing and Receiving 18 Maintenance Coordinator  Simplicity Software Technologies Inc. User –Defined Purchase Document Fields There are 4 user

Página 252 - Parts and Inventory

Purchasing and Receiving 19 Maintenance Coordinator  Simplicity Software Technologies Inc. Purchasing E-Mail Notification Overview The Purchasing

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Purchasing and Receiving 20 Maintenance Coordinator  Simplicity Software Technologies Inc.  Open the Purchasing module.  Click on the Module b

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Purchasing and Receiving 21 Maintenance Coordinator  Simplicity Software Technologies Inc. E-Mail Approval Routing of Purchase Documents Most orga

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Purchasing and Receiving 22 Maintenance Coordinator  Simplicity Software Technologies Inc. Create a New Archive Database As you continue to use

Página 256 - Part Identification Field

Purchasing and Receiving 23 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move over the Databases button and select the

Página 257 - Inventory Control

Common Features 9 Maintenance Coordinator  Simplicity Software Technologies Inc. The Coordinator, Module or Application Button In the upper lef

Página 258 - Part Substitutions

Purchasing and Receiving 24 Maintenance Coordinator  Simplicity Software Technologies Inc. To restore a date range of records from archive:  Cli

Página 259 - Part Movement

Purchasing and Receiving 25 Maintenance Coordinator  Simplicity Software Technologies Inc. Deleting a Date Range of Purchasing Documents To delet

Página 260 - Purchasing Costs

Purchasing and Receiving 26 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to and click on the Company tab.  Move to th

Página 261 - Attachments

Purchasing and Receiving 27 Maintenance Coordinator  Simplicity Software Technologies Inc.  To enable the ink save feature on documents, place a

Página 262 - Group Assignments

Purchasing and Receiving 28 Maintenance Coordinator  Simplicity Software Technologies Inc. Printing the Current Document To print the current docu

Página 263 - Removing a Part from a Group

Purchasing and Receiving 29 Maintenance Coordinator  Simplicity Software Technologies Inc. Under Stock Inventory Items The Under Stock Inventory

Página 264 - Multiple Warehouses

Purchasing and Receiving 30 Maintenance Coordinator  Simplicity Software Technologies Inc.  Now move to the far left column of the grid and click

Página 265 - Add a Warehouse

Purchasing and Receiving 31 Maintenance Coordinator  Simplicity Software Technologies Inc. Blanket Purchase Orders Overview Blanket Purchase O

Página 266 - Deleting a Warehouse

Purchasing and Receiving 32 Maintenance Coordinator  Simplicity Software Technologies Inc. Create a New Blanket Purchase Order To create or setup

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Purchasing and Receiving 33 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click the Add New PO button.  Click the Refresh but

Página 268 - Parts Lookup

Common Features 10 Maintenance Coordinator  Simplicity Software Technologies Inc. Selecting Text for Editing Most edit functions first require

Página 269 - Sorting the Database

Purchasing and Receiving 34 Maintenance Coordinator  Simplicity Software Technologies Inc. Removing an Existing Document for a Blanket PO To remo

Página 270 - Using the Quick Checkout

Purchasing and Receiving 35 Maintenance Coordinator  Simplicity Software Technologies Inc. To setup e-mail accounts:  From the Purchasing main

Página 271 - Parts Picture

Purchasing and Receiving 36 Maintenance Coordinator  Simplicity Software Technologies Inc.  Open the E-Mail Composer window.  Click the Module

Página 272 - Check Out Report

Purchasing and Receiving 37 Maintenance Coordinator  Simplicity Software Technologies Inc. Receive an Item into Inventory Once an order has bee

Página 273 - Parts Last Movement Report

Purchasing and Receiving 38 Maintenance Coordinator  Simplicity Software Technologies Inc. Updating the Unit Cost of Individual Purchase Items To

Página 274 - Inventory Report Wizard

Purchasing and Receiving 39 Maintenance Coordinator  Simplicity Software Technologies Inc. The ‘Receiving Wizard’ will allow you to receive items i

Página 275 - Inventory Report

Purchasing and Receiving 40 Maintenance Coordinator  Simplicity Software Technologies Inc. Filtering the Database You can filter the purchasi

Página 276 - Parts in Part Groups Report

Purchasing and Receiving 41 Maintenance Coordinator  Simplicity Software Technologies Inc.  Next select the how you wanted report formatte

Página 277 - Parts by Equipment Report

Purchasing and Receiving 42 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Date Range section and click on the … b

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Purchasing and Receiving 43 Maintenance Coordinator  Simplicity Software Technologies Inc.  Select the date you want to base your report

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Common Features 11 Maintenance Coordinator  Simplicity Software Technologies Inc. Cutting Text To cut text from its original position and store

Página 280 - Equipment and Machinery

Purchasing and Receiving 44 Maintenance Coordinator  Simplicity Software Technologies Inc.  Once everything is setup to your liking, move to and

Página 281

MAINTENANCE COORDINATOR SYSTEM

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Contacts and Vendors 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

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Contacts and Vendors 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Overview ...

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Contacts and Vendors 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Overview With the contact module you can keep track of all

Página 285 - Deleting a Equipment Record

Contacts and Vendors 5 Maintenance Coordinator  Simplicity Software Technologies Inc. remember. Just open either the Motors or Cooling Towe

Página 286 - Linked Assets

Contacts and Vendors 6 Maintenance Coordinator  Simplicity Software Technologies Inc. Adding New Contacts To add a new contact to your database,

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Contacts and Vendors 7 Maintenance Coordinator  Simplicity Software Technologies Inc. Linked Contacts You can link a contact record to a countl

Página 288 - Vehicle Information

Contacts and Vendors 8 Maintenance Coordinator  Simplicity Software Technologies Inc. Group Assignments Once a contact record has been crea

Página 289 - Setting Up New Properties

Contacts and Vendors 9 Maintenance Coordinator  Simplicity Software Technologies Inc. Adding New Group Titles To add a new group title to

Página 290 - Deleting Properties

Common Features 12 Maintenance Coordinator  Simplicity Software Technologies Inc. To open a saved document or file:  Click on the Coordinator

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Contacts and Vendors 10 Maintenance Coordinator  Simplicity Software Technologies Inc. Deleting a Contact Record To delete a contact, and permane

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Contacts and Vendors 11 Maintenance Coordinator  Simplicity Software Technologies Inc. Contact Lookup The Contact Lookup screen divides up the da

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Contacts and Vendors 12 Maintenance Coordinator  Simplicity Software Technologies Inc. Searching the Database To find a Contact:  Click on

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Contacts and Vendors 13 Maintenance Coordinator  Simplicity Software Technologies Inc. Opening a Contact Group With the Contacts module you

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Contacts and Vendors 14 Maintenance Coordinator  Simplicity Software Technologies Inc. Contacts Notes You can include a complex set of notes

Página 296 - Equipment Notes

Contacts and Vendors 15 Maintenance Coordinator  Simplicity Software Technologies Inc. Group Phone List Report To create a phone list report base

Página 297 - Equipment Picture

Contacts and Vendors 16 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 298

MAINTENANCE COORDINATOR SYSTEM

Página 299 - Editing History Log Entries

Personal Planner 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

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Personal Planner 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Overview ...

Página 301 - Documents

Common Features 13 Maintenance Coordinator  Simplicity Software Technologies Inc. Shortcut Bar (Outlook Style) The Shortcut Bar allows you to b

Página 302 - Equipment Asset/ List Report

Personal Planner 4 Maintenance Coordinator  Simplicity Software Technologies Inc. Overview The Personal Planner module is a feature designed for

Página 303 - Print the Equipment Log

Personal Planner 5 Maintenance Coordinator  Simplicity Software Technologies Inc. Personal Scheduler With the Personal Scheduler option you

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Personal Planner 6 Maintenance Coordinator  Simplicity Software Technologies Inc. Changing Views of the Personal Scheduler You have the option to

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Personal Planner 7 Maintenance Coordinator  Simplicity Software Technologies Inc.  Either double-click in this time slot or click on the Add New

Página 306 - Print All Pumps Report

Personal Planner 8 Maintenance Coordinator  Simplicity Software Technologies Inc. Editing a Task with the Personal Scheduler To edit task or work

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Personal Planner 9 Maintenance Coordinator  Simplicity Software Technologies Inc. Viewing Assigned Work Orders Schedule To see a work order sche

Página 308 - Purchasing and Receiving

Personal Planner 10 Maintenance Coordinator  Simplicity Software Technologies Inc. Adding a Task to the To Do List To add a task:  Move to and

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Personal Planner 11 Maintenance Coordinator  Simplicity Software Technologies Inc. Deleting a Task from the To Do List To delete a task:  Sele

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Personal Planner 12 Maintenance Coordinator  Simplicity Software Technologies Inc.  Now move to and click on the Print button on the preview scre

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Personal Planner 13 Maintenance Coordinator  Simplicity Software Technologies Inc. Creating a New Personal Log Entry To create a new Persona

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Common Features 14 Maintenance Coordinator  Simplicity Software Technologies Inc. Shortcut Bars and Task Panel Options In many of the module yo

Página 313 - Purchasing Document Lookup

Personal Planner 14 Maintenance Coordinator  Simplicity Software Technologies Inc. Editing Personal Log Entries  Move to the Personal Log

Página 314 - Add New with Wizard

Personal Planner 15 Maintenance Coordinator  Simplicity Software Technologies Inc. Daily Journal Use the Daily Journal log to record all the impo

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Personal Planner 16 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to and click on the Select button, your new entry will b

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Personal Planner 17 Maintenance Coordinator  Simplicity Software Technologies Inc. Personal Work Orders With the Personal Work Orders feature

Página 317 - Ship To Information

Personal Planner 18 Maintenance Coordinator  Simplicity Software Technologies Inc. Filter Options You have to main view options. The default is to

Página 318 - Number Field

Personal Planner 19 Maintenance Coordinator  Simplicity Software Technologies Inc. To use the Work Orders Lookup View:  Open the Go menu and se

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Personal Planner 20 Maintenance Coordinator  Simplicity Software Technologies Inc. Purchasing Documents With the Personal Purchasing feature you c

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Personal Planner 21 Maintenance Coordinator  Simplicity Software Technologies Inc. Purchasing Tabs The Lookup view tab of the Purchasing Doc

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Personal Planner 22 Maintenance Coordinator  Simplicity Software Technologies Inc.

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Common Features 15 Maintenance Coordinator  Simplicity Software Technologies Inc.  Clicking on the next arrow moves you forward in the

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Common Features 16 Maintenance Coordinator  Simplicity Software Technologies Inc. Quick Find Besides from the Search or Find Record routines u

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Common Features 17 Maintenance Coordinator  Simplicity Software Technologies Inc. Each text field in the program, which works with these ro

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Common Features 18 Maintenance Coordinator  Simplicity Software Technologies Inc.  Press or click on the NEW command button on the Quick Entry

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Common Features 19 Maintenance Coordinator  Simplicity Software Technologies Inc. Print Preview Screens There are actually a couple of dif

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Common Features 20 Maintenance Coordinator  Simplicity Software Technologies Inc.  Next - Moves you through your print preview document

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Common Features 21 Maintenance Coordinator  Simplicity Software Technologies Inc. TO INSERT OR CHANGE THE INSTALLED PICTURE  Open the Picture

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Common Features 22 Maintenance Coordinator  Simplicity Software Technologies Inc.  To move forward one month at a time, click on the button w

Página 331 - Purchasing Setup

Common Features 23 Maintenance Coordinator  Simplicity Software Technologies Inc. To change either the Start Month or End Month:  Move to th

Página 332

Common Features 24 Maintenance Coordinator  Simplicity Software Technologies Inc. Spell Check Spell checking is available for use through

Página 333

Common Features 25 Maintenance Coordinator  Simplicity Software Technologies Inc.  ADD – Adds the misspelled word to the custom dictionary. U

Página 334 - Printing a Quotation Request

LICENSE AGREEMENT YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS BEFORE INSTALLING THIS SOFTWARE PACKAGE. INSTALLING THE

Página 335 - Under Stock Inventory Items

Common Features 26 Maintenance Coordinator  Simplicity Software Technologies Inc. In the Maintenance Scheduler module, this editor is used as t

Página 336 - Aging Purchase Orders

Common Features 27 Maintenance Coordinator  Simplicity Software Technologies Inc. The following elements are found on the Instructions Editor H

Página 337

Common Features 28 Maintenance Coordinator  Simplicity Software Technologies Inc. Changing the Name of Your Instructions To change or edit

Página 338

Common Features 29 Maintenance Coordinator  Simplicity Software Technologies Inc. Documents (Document Feature) Any maintenance department is

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Common Features 30 Maintenance Coordinator  Simplicity Software Technologies Inc. You can create three different types of documents with this fea

Página 340 - E-Mail Accounts

Common Features 31 Maintenance Coordinator  Simplicity Software Technologies Inc. Adding a New Document To create a new document:  Move to

Página 341 - E-Mail Composer

Common Features 32 Maintenance Coordinator  Simplicity Software Technologies Inc. Documents Types EDITOR DOCUMENTS The Documents Editor is th

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Common Features 33 Maintenance Coordinator  Simplicity Software Technologies Inc. Where supported, you can attach a file by:  Moving to the

Página 343

Common Features 34 Maintenance Coordinator  Simplicity Software Technologies Inc. Creating Barcodes The program allows for the creation of Ba

Página 344 - Purchasing Receiving Wizard

Common Features 35 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Font drop down and select the font and type size

Página 345

5. Copy the databases used by this program to single computer or to a network drive to be shared by a single facility. The conditions above

Página 346 - Purchasing Report Wizard

Common Features 36 Maintenance Coordinator  Simplicity Software Technologies Inc. E-Mail Composer The E-mail Composer is for writing and

Página 347 - Purchase Items Report

Common Features 37 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click on the Mail tab in the ribbon Then select one of the f

Página 348 - Back Order - Aging Report

Common Features 38 Maintenance Coordinator  Simplicity Software Technologies Inc. Writing an E-Mail with the E-Mail Composer To create and send

Página 349 - Vendor Report

Common Features 39 Maintenance Coordinator  Simplicity Software Technologies Inc. Budgets With the Maintenance Coordinator system you can setup

Página 350 - Received Items Reports

Common Features 40 Maintenance Coordinator  Simplicity Software Technologies Inc.  Select a category from those listed and click the Select but

Página 351

Common Features 41 Maintenance Coordinator  Simplicity Software Technologies Inc. Printing the Current Budget To print the current Budget:  M

Página 352 - Contacts and Vendors

Common Features 42 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the Parts grid located to the right of your screen

Página 353

Common Features 43 Maintenance Coordinator  Simplicity Software Technologies Inc.  Open the File menu and select the Add New Part option.  Wh

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Common Features 44 Maintenance Coordinator  Simplicity Software Technologies Inc. Equipment and Machinery Lookup The following section will outl

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Common Features 45 Maintenance Coordinator  Simplicity Software Technologies Inc.  Move to the various fields and enter the information appropr

Página 356 - Alternate Contact

MAINTENANCE COORDINATOR SYSTEM

Página 357

Common Features 46 Maintenance Coordinator  Simplicity Software Technologies Inc. To Select an Employee  Move to the Lookup tab.  Move to th

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Common Features 47 Maintenance Coordinator  Simplicity Software Technologies Inc. Contact and Vendor Lookup The Vendor Lookup screen is used thr

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Common Features 48 Maintenance Coordinator  Simplicity Software Technologies Inc.  To view or edit information on the selected contact click th

Página 360 - Deleting a Contact Record

Common Features 49 Maintenance Coordinator  Simplicity Software Technologies Inc. Chart and Graphs Designer The Charts and Graphs designer is us

Página 361 - Contact Lookup

Common Features 50 Maintenance Coordinator  Simplicity Software Technologies Inc. To open the Chart designer for use with a Reports and Graphics

Página 362 - Printing the Current Record

Common Features 51 Maintenance Coordinator  Simplicity Software Technologies Inc.  SERIESDATA POINT - Formats the fill and marker for an indiv

Página 363 - Opening a Contact Group

Common Features 52 Maintenance Coordinator  Simplicity Software Technologies Inc. Chart Data Grid Every chart must have a data grid ass

Página 364 - Phone List Report

Common Features 53 Maintenance Coordinator  Simplicity Software Technologies Inc. The following illustration shows the relationship between a dat

Página 365 - Group Contact List Report

Common Features 54 Maintenance Coordinator  Simplicity Software Technologies Inc.  The cell will display the new value once you either leave th

Página 366

Common Features 55 Maintenance Coordinator  Simplicity Software Technologies Inc. To Delete a Data Grid Row, you must:  Use the mouse or Arrow

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Getting Started 2 Maintenance Coordinator  Simplicity Software Technologies Inc.

Página 368 - Personal Planner

Common Features 56 Maintenance Coordinator  Simplicity Software Technologies Inc. To Delete a Row of Data Grid Column Labels, you must:  Use

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Common Features 57 Maintenance Coordinator  Simplicity Software Technologies Inc. To select a chart type you must:  Click on the picture of

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Common Features 58 Maintenance Coordinator  Simplicity Software Technologies Inc. Please note that the number and types of options you have on

Página 371 - Personal Scheduler

Common Features 59 Maintenance Coordinator  Simplicity Software Technologies Inc. To change the Chart legend, you must:  Move to the CHART L

Página 372

Common Features 60 Maintenance Coordinator  Simplicity Software Technologies Inc. The Axes Tab This tab will allow you to enter the optional axe

Página 373

Common Features 61 Maintenance Coordinator  Simplicity Software Technologies Inc. Standard Work Orders Wizard Because this program is primary ba

Página 374

Common Features 62 Maintenance Coordinator  Simplicity Software Technologies Inc.  The Date field indicate the creation date of this task. To c

Página 375 - To Do List

Common Features 63 Maintenance Coordinator  Simplicity Software Technologies Inc. Purchase Requisition Wizard The Purchasing Requisition Wizard

Página 376 - Editing a Task

Common Features 64 Maintenance Coordinator  Simplicity Software Technologies Inc.  Click on the Lookup button.  Select the vendor you want to

Página 377 - Printing the To Do List

MAINTENANCE COORDINATOR SYSTEM

Página 378 - Personal Log

Getting Started 3 Maintenance Coordinator  Simplicity Software Technologies Inc. Table of Contents Introduction ...

Página 379

Security, Databases and Utility Modules 2 Maintenance Coordinator  Simplicity Software Technologies Inc

Página 380 - Editing Personal Log Entries

Security, Databases and Utility Modules 3 Maintenance Coordinator  Simplicity Software Technologies Inc Table of Contents Chapter Overview .

Página 381 - Daily Journal

Security, Databases and Utility Modules 4 Maintenance Coordinator  Simplicity Software Technologies Inc Chapter Overview In this chapter we w

Página 382

Security, Databases and Utility Modules 5 Maintenance Coordinator  Simplicity Software Technologies Inc To login to the program, please follow

Página 383 - Personal Work Orders

Security, Databases and Utility Modules 6 Maintenance Coordinator  Simplicity Software Technologies Inc Turning Password Protection On and Off

Página 384 - Work Orders Tabs

Security, Databases and Utility Modules 7 Maintenance Coordinator  Simplicity Software Technologies Inc Changing Your Own Password Once a use

Página 385 - Printing a Work Order

Security, Databases and Utility Modules 8 Maintenance Coordinator  Simplicity Software Technologies Inc User Setups – Creating a New User T

Página 386 - Purchasing Documents

Security, Databases and Utility Modules 9 Maintenance Coordinator  Simplicity Software Technologies Inc  Types in the user’s password in the

Página 387 - Purchasing Tabs

Security, Databases and Utility Modules 10 Maintenance Coordinator  Simplicity Software Technologies Inc Allow Deleting Records  A check her

Página 388

Security, Databases and Utility Modules 11 Maintenance Coordinator  Simplicity Software Technologies Inc Deleting Users To delete a user f

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