ADVANCED COMPUTERIZED MAINTENANCE MANAGEMENT SOFTWARE VERSION 7.x STANDARD FEATURES USERS GUIDE
Getting Started 4 Maintenance Coordinator Simplicity Software Technologies Inc. Introduction The procedures presented herein assume that the pur
Security, Databases and Utility Modules 12 Maintenance Coordinator Simplicity Software Technologies Inc Optional databases for Add-on feature
Security, Databases and Utility Modules 13 Maintenance Coordinator Simplicity Software Technologies Inc To setup your databases: Start th
Security, Databases and Utility Modules 14 Maintenance Coordinator Simplicity Software Technologies Inc Use this File Open dialog as you wo
Security, Databases and Utility Modules 15 Maintenance Coordinator Simplicity Software Technologies Inc To install and use a network version
Security, Databases and Utility Modules 16 Maintenance Coordinator Simplicity Software Technologies Inc The main menu module will close and
Security, Databases and Utility Modules 17 Maintenance Coordinator Simplicity Software Technologies Inc repair function will repair a data
Security, Databases and Utility Modules 18 Maintenance Coordinator Simplicity Software Technologies Inc Work Orders Auto Email The Work Or
Security, Databases and Utility Modules 19 Maintenance Coordinator Simplicity Software Technologies Inc Auto Email Setup Options You have a
Security, Databases and Utility Modules 20 Maintenance Coordinator Simplicity Software Technologies Inc Import – Export Module The Import
Security, Databases and Utility Modules 21 Maintenance Coordinator Simplicity Software Technologies Inc Import Database The Import Databas
Getting Started 5 Maintenance Coordinator Simplicity Software Technologies Inc. Click OK. Click the Install Products option. Click on the
Security, Databases and Utility Modules 22 Maintenance Coordinator Simplicity Software Technologies Inc From the list click on Microsoft Je
Security, Databases and Utility Modules 23 Maintenance Coordinator Simplicity Software Technologies Inc Import Spreadsheet The Import Spr
Security, Databases and Utility Modules 24 Maintenance Coordinator Simplicity Software Technologies Inc From the Data Link Properties dialo
Security, Databases and Utility Modules 25 Maintenance Coordinator Simplicity Software Technologies Inc Open Database The Open Database fun
Security, Databases and Utility Modules 26 Maintenance Coordinator Simplicity Software Technologies Inc Browse to and select the database y
MAINTENANCE COORDINATOR SYSTEM
Word Processor 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Word Processor 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Editor / Word Processor Overview ...
Word Processor 4 Maintenance Coordinator Simplicity Software Technologies Inc. Spell Check ...
Word Processor 5 Maintenance Coordinator Simplicity Software Technologies Inc. Editor / Word Processor Overview We use the same Editor or Wo
Getting Started 6 Maintenance Coordinator Simplicity Software Technologies Inc. For more information on this subject please refer to the Securi
Word Processor 6 Maintenance Coordinator Simplicity Software Technologies Inc. Understanding the Ribbon’s Home Tab The following elements
Word Processor 7 Maintenance Coordinator Simplicity Software Technologies Inc. Full Justified – This sets the selected paragraph as fully j
Word Processor 8 Maintenance Coordinator Simplicity Software Technologies Inc. Table Options – Click for options. o Table Properties –
Word Processor 9 Maintenance Coordinator Simplicity Software Technologies Inc. Document Normal or Draft View – Displays the document in dra
Word Processor 10 Maintenance Coordinator Simplicity Software Technologies Inc. Import Document – Open To import a document from file, overw
Word Processor 11 Maintenance Coordinator Simplicity Software Technologies Inc. Print Preview To receive a print preview of your document:
Word Processor 12 Maintenance Coordinator Simplicity Software Technologies Inc. Edit Functions The edit functions of cut, copy, paste and cl
Word Processor 13 Maintenance Coordinator Simplicity Software Technologies Inc. To cancel the search move to and click on the Cancel button
Word Processor 14 Maintenance Coordinator Simplicity Software Technologies Inc. Page View With the Page View option your can view your docum
Word Processor 15 Maintenance Coordinator Simplicity Software Technologies Inc. Insert Image To insert an image into your document: Clic
Getting Started 7 Maintenance Coordinator Simplicity Software Technologies Inc. System Requirements The following are minimum system requirements
Word Processor 16 Maintenance Coordinator Simplicity Software Technologies Inc. Insert Date To insert the current date into your document:
Word Processor 17 Maintenance Coordinator Simplicity Software Technologies Inc. Format Character To change or set the font: Select th
Word Processor 18 Maintenance Coordinator Simplicity Software Technologies Inc. Format Paragraph You can setup the formatting characteristics
Word Processor 19 Maintenance Coordinator Simplicity Software Technologies Inc. Click on the color of your choice by clicking on it. Cli
Word Processor 20 Maintenance Coordinator Simplicity Software Technologies Inc. Select the text to be formatted or place your cursor within
Word Processor 21 Maintenance Coordinator Simplicity Software Technologies Inc. Decrease Bullet Level To decrease the level or tab position
Word Processor 22 Maintenance Coordinator Simplicity Software Technologies Inc. In the Table Insert group select either the Column Left or
Word Processor 23 Maintenance Coordinator Simplicity Software Technologies Inc. Deleting a Table Row To delete a row from an existing table:
Word Processor 24 Maintenance Coordinator Simplicity Software Technologies Inc. Toggling the Display of Table Grid Lines To toggle the displa
Word Processor 25 Maintenance Coordinator Simplicity Software Technologies Inc. Open the dropdown list found in this section, and select th
Getting Started 8 Maintenance Coordinator Simplicity Software Technologies Inc. To unlock a demo version into a full working version please follow
Word Processor 26 Maintenance Coordinator Simplicity Software Technologies Inc.
MAINTENANCE COORDINATOR SYSTEM
Maintenance Scheduler 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Maintenance Scheduler 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Overview ...
Maintenance Scheduler 4 Maintenance Coordinator Simplicity Software Technologies Inc. Setting Up a P.M. Group...
Maintenance Scheduler 5 Maintenance Coordinator Simplicity Software Technologies Inc. To Print a Blank Month Calendar ...
Maintenance Scheduler 6 Maintenance Coordinator Simplicity Software Technologies Inc.
Maintenance Scheduler 7 Maintenance Coordinator Simplicity Software Technologies Inc. Overview The Maintenance Scheduler module is the heart of
Maintenance Scheduler 8 Maintenance Coordinator Simplicity Software Technologies Inc. REPAIR, SINGLE-SHOT TYPES (Default): Imminent Danger
Maintenance Scheduler 9 Maintenance Coordinator Simplicity Software Technologies Inc. Days in Advance to Generate Work Orders – To help keep t
Getting Started 9 Maintenance Coordinator Simplicity Software Technologies Inc. you enter it immediately. If not entered within 45 days
Maintenance Scheduler 10 Maintenance Coordinator Simplicity Software Technologies Inc. View Options This tab lets you setup the following option
Maintenance Scheduler 11 Maintenance Coordinator Simplicity Software Technologies Inc. Work Orders User Defined Fields – This allows you to sp
Maintenance Scheduler 12 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the various fields on this tab and edit the nam
Maintenance Scheduler 13 Maintenance Coordinator Simplicity Software Technologies Inc. Something like “Monthly PM of Compressor 1 Control Panel”
Maintenance Scheduler 14 Maintenance Coordinator Simplicity Software Technologies Inc. 13. You should now be on the Recurring tab. Move to the Fr
Maintenance Scheduler 15 Maintenance Coordinator Simplicity Software Technologies Inc. 22. Click the Next command button to move to the Assign
Maintenance Scheduler 16 Maintenance Coordinator Simplicity Software Technologies Inc. 34. Click the safety instructions you want to use with thi
Maintenance Scheduler 17 Maintenance Coordinator Simplicity Software Technologies Inc. Move to and click on the Check button adjacent to this
Maintenance Scheduler 18 Maintenance Coordinator Simplicity Software Technologies Inc. When the Classification Tree is displayed, you can also se
Maintenance Scheduler 19 Maintenance Coordinator Simplicity Software Technologies Inc. Details Tab Under the Details tab you can setup your sch
Getting Started 10 Maintenance Coordinator Simplicity Software Technologies Inc. Moving Between Modules The Maintenance Coordinator program
Maintenance Scheduler 20 Maintenance Coordinator Simplicity Software Technologies Inc. 50,000-mile tune-up on an automobile, for example,
Maintenance Scheduler 21 Maintenance Coordinator Simplicity Software Technologies Inc. Scheduling This area sets up the task scheduling crite
Maintenance Scheduler 22 Maintenance Coordinator Simplicity Software Technologies Inc. Recurring Tasks The section allows the setup of repeat
Maintenance Scheduler 23 Maintenance Coordinator Simplicity Software Technologies Inc. If you want to have the program wait until this task is
Maintenance Scheduler 24 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Machine Assignment section and click on the
Maintenance Scheduler 25 Maintenance Coordinator Simplicity Software Technologies Inc. Click the Select command button. Classification Assig
Maintenance Scheduler 26 Maintenance Coordinator Simplicity Software Technologies Inc. Specifying Account and Project Assignments You can assig
Maintenance Scheduler 27 Maintenance Coordinator Simplicity Software Technologies Inc. Repeat the above steps until you have added all parts a
Maintenance Scheduler 28 Maintenance Coordinator Simplicity Software Technologies Inc. Click on the Assignments tab near the bottom of the scr
Maintenance Scheduler 29 Maintenance Coordinator Simplicity Software Technologies Inc. Click on the resource you want to add by clicking on th
Getting Started 11 Maintenance Coordinator Simplicity Software Technologies Inc. Program Settings The Program Setting allows you setup general f
Maintenance Scheduler 30 Maintenance Coordinator Simplicity Software Technologies Inc. Recording Labor Actually Work To record the time your
Maintenance Scheduler 31 Maintenance Coordinator Simplicity Software Technologies Inc. Automatic Email of Work Orders To allow the program to u
Maintenance Scheduler 32 Maintenance Coordinator Simplicity Software Technologies Inc. Work Order Attachments For information about the Attac
Maintenance Scheduler 33 Maintenance Coordinator Simplicity Software Technologies Inc. Repeat the above two steps for each question you want t
Maintenance Scheduler 34 Maintenance Coordinator Simplicity Software Technologies Inc. Task Instructions This section allows you to select
Maintenance Scheduler 35 Maintenance Coordinator Simplicity Software Technologies Inc. To select instructions: Click on the Lookup button.
Maintenance Scheduler 36 Maintenance Coordinator Simplicity Software Technologies Inc. discussed. The difference however is that you can
Maintenance Scheduler 37 Maintenance Coordinator Simplicity Software Technologies Inc. Status Tab On the Status tab you can record the current
Maintenance Scheduler 38 Maintenance Coordinator Simplicity Software Technologies Inc. Select the date that the task was completed fro
Maintenance Scheduler 39 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Task Status section and select the
Getting Started 12 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Company Logo section and click on the Browse butto
Maintenance Scheduler 40 Maintenance Coordinator Simplicity Software Technologies Inc. To use the Complete button: Move to the Status tab by
Maintenance Scheduler 41 Maintenance Coordinator Simplicity Software Technologies Inc. Setup or select the various options of this tab. Cl
Maintenance Scheduler 42 Maintenance Coordinator Simplicity Software Technologies Inc. Setting Up a P.M. Group The first step in using a
Maintenance Scheduler 43 Maintenance Coordinator Simplicity Software Technologies Inc. o Schedule Start - This field specifies the date
Maintenance Scheduler 44 Maintenance Coordinator Simplicity Software Technologies Inc. Rescheduling with P.M. Groups With PM Groups you can re
Maintenance Scheduler 45 Maintenance Coordinator Simplicity Software Technologies Inc. Move to both the New Schedule Start and New Sc
Maintenance Scheduler 46 Maintenance Coordinator Simplicity Software Technologies Inc. Scheduling by Meter With the scheduler module you
Maintenance Scheduler 47 Maintenance Coordinator Simplicity Software Technologies Inc. The “Do Not Generate New Task” flag has NOT been set.
Maintenance Scheduler 48 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Classification Assignment section and
Maintenance Scheduler 49 Maintenance Coordinator Simplicity Software Technologies Inc. Editing Recurring Tasks The program is designed to
Getting Started 13 Maintenance Coordinator Simplicity Software Technologies Inc. Remove the checkmark in the Use Outlook or Outlook Express for
Maintenance Scheduler 50 Maintenance Coordinator Simplicity Software Technologies Inc. Repair Codes With repair you can have both universal rep
Maintenance Scheduler 51 Maintenance Coordinator Simplicity Software Technologies Inc. Maintenance Personnel – Employees Database If you want t
Maintenance Scheduler 52 Maintenance Coordinator Simplicity Software Technologies Inc. Adding Records to the Maintenance Personnel List To add
Maintenance Scheduler 53 Maintenance Coordinator Simplicity Software Technologies Inc. Generating Tasks Whenever the program executes one of th
Maintenance Scheduler 54 Maintenance Coordinator Simplicity Software Technologies Inc. Select the ending date for your tasks date rang
Maintenance Scheduler 55 Maintenance Coordinator Simplicity Software Technologies Inc. Generate by Classification To generate a range of tasks
Maintenance Scheduler 56 Maintenance Coordinator Simplicity Software Technologies Inc. Print Previewing the Current Work Order To preview the c
Maintenance Scheduler 57 Maintenance Coordinator Simplicity Software Technologies Inc. Saving the Work Orders to History You can save a summary
Maintenance Scheduler 58 Maintenance Coordinator Simplicity Software Technologies Inc. Deleting a Work Order To delete a work order from the da
Maintenance Scheduler 59 Maintenance Coordinator Simplicity Software Technologies Inc. Emailing the Work Order To email a work order: Select
Getting Started 14 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Graphical Theme drop down and select the graphical
Maintenance Scheduler 60 Maintenance Coordinator Simplicity Software Technologies Inc. Open the Filters page in the ribbon and move to the Ass
Maintenance Scheduler 61 Maintenance Coordinator Simplicity Software Technologies Inc. Other Sort and Filter Options Besides from the options a
Maintenance Scheduler 62 Maintenance Coordinator Simplicity Software Technologies Inc. Click Find First. To find additional matches to your s
Maintenance Scheduler 63 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the ‘Specifics’ area and enter the appropriate
Maintenance Scheduler 64 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the various fields of this dialog and setup the
Maintenance Scheduler 65 Maintenance Coordinator Simplicity Software Technologies Inc. Using the Tasks Planner Option With the Tasks Planner
Maintenance Scheduler 66 Maintenance Coordinator Simplicity Software Technologies Inc. Printing a Single Task with the Planner To print a singl
Maintenance Scheduler 67 Maintenance Coordinator Simplicity Software Technologies Inc. Exporting with Tasks Planner To export or save the Tasks
Maintenance Scheduler 68 Maintenance Coordinator Simplicity Software Technologies Inc. Tasks Calendar Everyone is different, and we all have ou
Maintenance Scheduler 69 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Calendar View Options group in the ribbon a
Getting Started 15 Maintenance Coordinator Simplicity Software Technologies Inc. DATABASE SETTINGS When you move your databases to new locations
Maintenance Scheduler 70 Maintenance Coordinator Simplicity Software Technologies Inc. Printing the Current Tasks Calendar Schedule To print th
Maintenance Scheduler 71 Maintenance Coordinator Simplicity Software Technologies Inc. To Print a Blank Month Calendar To print a blank calendar
Maintenance Scheduler 72 Maintenance Coordinator Simplicity Software Technologies Inc. Adding Task, Safety or Comments Instructions For recurri
Maintenance Scheduler 73 Maintenance Coordinator Simplicity Software Technologies Inc. Create a New Archive Database As you continue to use
Maintenance Scheduler 74 Maintenance Coordinator Simplicity Software Technologies Inc. Click on the Module button and move over the Databases
Maintenance Scheduler 75 Maintenance Coordinator Simplicity Software Technologies Inc. To restore all records from archive: Click on the Mo
Maintenance Scheduler 76 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Restore Date Ranges section and click on th
Maintenance Scheduler 77 Maintenance Coordinator Simplicity Software Technologies Inc. Deleting a Date Range of Work Orders To permanently remo
Maintenance Scheduler 78 Maintenance Coordinator Simplicity Software Technologies Inc. Next you need to choose the status indictors fo
Maintenance Scheduler 79 Maintenance Coordinator Simplicity Software Technologies Inc. To select only those tasks that are assigned to a speci
Getting Started 16 Maintenance Coordinator Simplicity Software Technologies Inc. How to Get Started with Maintenance Coordinator With Maintenance
Maintenance Scheduler 80 Maintenance Coordinator Simplicity Software Technologies Inc. Once the wizard has been fully setup to your liking, mo
Maintenance Scheduler 81 Maintenance Coordinator Simplicity Software Technologies Inc. To specify the date ranges of your report mov
Maintenance Scheduler 82 Maintenance Coordinator Simplicity Software Technologies Inc. Work Orders Down Time Report The Down Time Report Wizard
Maintenance Scheduler 83 Maintenance Coordinator Simplicity Software Technologies Inc. Work Order Details Report This report is based on
Maintenance Scheduler 84 Maintenance Coordinator Simplicity Software Technologies Inc. Open the Reports page in the ribbon and click
Maintenance Scheduler 85 Maintenance Coordinator Simplicity Software Technologies Inc. Open the Reports page in the ribbon and click on the C
Maintenance Scheduler 86 Maintenance Coordinator Simplicity Software Technologies Inc. Completion Summary Report The Completion Summary Report g
Maintenance Scheduler 87 Maintenance Coordinator Simplicity Software Technologies Inc. Projected Work Orders Costs Report The Projected Work
Maintenance Scheduler 88 Maintenance Coordinator Simplicity Software Technologies Inc. To specify which equipment to report on, move t
Maintenance Scheduler 89 Maintenance Coordinator Simplicity Software Technologies Inc. Closed Work Orders by Mechanic Report The Closed Work Ord
Getting Started 17 Maintenance Coordinator Simplicity Software Technologies Inc. the same set of instructions over and over. For example, say you
Maintenance Scheduler 90 Maintenance Coordinator Simplicity Software Technologies Inc. Move the Date Ranges section and setup the date range y
Maintenance Scheduler 91 Maintenance Coordinator Simplicity Software Technologies Inc. Charts and Graphs There are a few charts and graphs avai
Maintenance Scheduler 92 Maintenance Coordinator Simplicity Software Technologies Inc.
MAINTENANCE COORDINATOR SYSTEM
Work Orders 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Work Orders 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Overview ...
Work Orders 4 Maintenance Coordinator Simplicity Software Technologies Inc. Overview This module is designed for use with standard work
Work Orders 5 Maintenance Coordinator Simplicity Software Technologies Inc. Sample Work Order System The following flow chart illustrates a poss
Work Orders 6 Maintenance Coordinator Simplicity Software Technologies Inc. Lookup View This is a lot like a lookup table. All work orders i
Work Orders 7 Maintenance Coordinator Simplicity Software Technologies Inc. Detail View This is where you would create your standard work orders
Getting Started 18 Maintenance Coordinator Simplicity Software Technologies Inc.
Work Orders 8 Maintenance Coordinator Simplicity Software Technologies Inc. Work Request By – This field indicates the name of the p
Work Orders 9 Maintenance Coordinator Simplicity Software Technologies Inc. Scheduling and Status Tab NOTE: The person or persons respon
Work Orders 10 Maintenance Coordinator Simplicity Software Technologies Inc. Scheduled Start – This field indicates the scheduled starting
Work Orders 11 Maintenance Coordinator Simplicity Software Technologies Inc. Adding a New Work Order with the Wizard For some people creating
Work Orders 12 Maintenance Coordinator Simplicity Software Technologies Inc. Deleting a Work Order To delete a work order: Select the work o
Work Orders 13 Maintenance Coordinator Simplicity Software Technologies Inc. From the Employees Lookup screen, select the mechanic you want to
Work Orders 14 Maintenance Coordinator Simplicity Software Technologies Inc. Safety Instructions You have your choice of using the standard set
Work Orders 15 Maintenance Coordinator Simplicity Software Technologies Inc. Report Wizard With the report wizard you can create some fa
Work Orders 16 Maintenance Coordinator Simplicity Software Technologies Inc. Work Orders by Classification Report To create a work orders by cla
Work Orders 17 Maintenance Coordinator Simplicity Software Technologies Inc. Work Orders Remote Request As an add-on feature to the Mainte
MAINTENANCE COORDINATOR SYSTEM
Work Orders 18 Maintenance Coordinator Simplicity Software Technologies Inc. Importing Remote Work Order Requests With the Remote Work Order
MAINTENANCE COORDINATOR SYSTEM
Parts and Inventory 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Parts and Inventory 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Overview ...
Parts and Inventory 4 Maintenance Coordinator Simplicity Software Technologies Inc. Overview This module is used as part of an inventory contro
Parts and Inventory 5 Maintenance Coordinator Simplicity Software Technologies Inc. Lookup View This tab acts much like a lookup table. Here yo
Parts and Inventory 6 Maintenance Coordinator Simplicity Software Technologies Inc. Quick Find To find a part using the Quick Find routine:
Parts and Inventory 7 Maintenance Coordinator Simplicity Software Technologies Inc. Once you have enter the Part Description, you can cl
Parts and Inventory 8 Maintenance Coordinator Simplicity Software Technologies Inc. Part Substitutions It is highly recommended that you se
Parts and Inventory 9 Maintenance Coordinator Simplicity Software Technologies Inc. Click the View Part button. When asked if you want
Common Features 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Parts and Inventory 10 Maintenance Coordinator Simplicity Software Technologies Inc. To view the part movement history: Locate and select th
Parts and Inventory 11 Maintenance Coordinator Simplicity Software Technologies Inc. Barcodes You can create and use barcodes and labels. To a
Parts and Inventory 12 Maintenance Coordinator Simplicity Software Technologies Inc. For more information on the Attachments Feature, plea
Parts and Inventory 13 Maintenance Coordinator Simplicity Software Technologies Inc. Adding New Group Titles To add a new group title t
Parts and Inventory 14 Maintenance Coordinator Simplicity Software Technologies Inc. Viewing Part Groups One of the advantages of groups is he
Parts and Inventory 15 Maintenance Coordinator Simplicity Software Technologies Inc. Add a Warehouse To add a warehouse: Click on the Modu
Parts and Inventory 16 Maintenance Coordinator Simplicity Software Technologies Inc. Edit a Warehouse To edit an existing warehouse: From t
Parts and Inventory 17 Maintenance Coordinator Simplicity Software Technologies Inc. Transferring Inventory between Warehouses To transfer inve
Parts and Inventory 18 Maintenance Coordinator Simplicity Software Technologies Inc. Parts Lookup The Parts Lookup screen divides up the databa
Parts and Inventory 19 Maintenance Coordinator Simplicity Software Technologies Inc. Click Select to open the selected part. To check-out a p
Common Features 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Chapter Overview ...
Parts and Inventory 20 Maintenance Coordinator Simplicity Software Technologies Inc. Printing the Current Part To print the current part: M
Parts and Inventory 21 Maintenance Coordinator Simplicity Software Technologies Inc. Move and click on the … button adjacent to the
Parts and Inventory 22 Maintenance Coordinator Simplicity Software Technologies Inc. Check Out Report The database keeps track of the las
Parts and Inventory 23 Maintenance Coordinator Simplicity Software Technologies Inc. Parts Last Movement Report After your parts room has b
Parts and Inventory 24 Maintenance Coordinator Simplicity Software Technologies Inc. Inventory Report Wizard The Inventory Report will return
Parts and Inventory 25 Maintenance Coordinator Simplicity Software Technologies Inc. Inventory Report The Spare Parts Inventory Report wi
Parts and Inventory 26 Maintenance Coordinator Simplicity Software Technologies Inc. If you want to specify a cost range of items to report on
Parts and Inventory 27 Maintenance Coordinator Simplicity Software Technologies Inc. Parts by Equipment Report To create a report on all parts
Parts and Inventory 28 Maintenance Coordinator Simplicity Software Technologies Inc.
MAINTENANCE COORDINATOR SYSTEM
Common Features 4 Maintenance Coordinator Simplicity Software Technologies Inc. Equipment and Machinery Lookup ...
Equipment and Machinery 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Equipment and Machinery 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Overview ...
Equipment and Machinery 4 Maintenance Coordinator Simplicity Software Technologies Inc. Print All Motors Report ...
Equipment and Machinery 5 Maintenance Coordinator Simplicity Software Technologies Inc. Overview In this section we'll be discussing t
Equipment and Machinery 6 Maintenance Coordinator Simplicity Software Technologies Inc. Lookup View The Lookup View tab acts much like a lookup t
Equipment and Machinery 7 Maintenance Coordinator Simplicity Software Technologies Inc. Adding New Equipment To add a new Equipment record to you
Equipment and Machinery 8 Maintenance Coordinator Simplicity Software Technologies Inc. Linked Assets You can link an asset record to a countle
Equipment and Machinery 9 Maintenance Coordinator Simplicity Software Technologies Inc. Setting Asset’s Parent/Sub-Assembly Relation Move to th
Equipment and Machinery 10 Maintenance Coordinator Simplicity Software Technologies Inc. The initial cost of the asset. The asset’s useful li
Equipment and Machinery 11 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the various fields on this tab and set
Common Features 5 Maintenance Coordinator Simplicity Software Technologies Inc. Chapter Overview This chapter outlines features that are
Equipment and Machinery 12 Maintenance Coordinator Simplicity Software Technologies Inc. From the Properties and Locations screen, click on the
Equipment and Machinery 13 Maintenance Coordinator Simplicity Software Technologies Inc. Click on the Delete Record option in the ribbon. Leas
Equipment and Machinery 14 Maintenance Coordinator Simplicity Software Technologies Inc. Click the Select button. Motors If your equipment is
Equipment and Machinery 15 Maintenance Coordinator Simplicity Software Technologies Inc. After creating the initial record, open the Go page and
Equipment and Machinery 16 Maintenance Coordinator Simplicity Software Technologies Inc. Repeat the above two steps for the other color. Clic
Equipment and Machinery 17 Maintenance Coordinator Simplicity Software Technologies Inc. When you are done with one meter, click the Enter key t
Equipment and Machinery 18 Maintenance Coordinator Simplicity Software Technologies Inc. Copy and Paste Equipment As a time saving feature,
Equipment and Machinery 19 Maintenance Coordinator Simplicity Software Technologies Inc. Equipment Picture You can include a picture of each of y
Equipment and Machinery 20 Maintenance Coordinator Simplicity Software Technologies Inc. Equipment Log Use the Equipment Log to keep a complete h
Equipment and Machinery 21 Maintenance Coordinator Simplicity Software Technologies Inc. To change the date of the entry, click on the … button
Maintenance Coordinator Software System Copyright 2001 – 20013 Mark Dunbar GENERAL CONTACT INFORMATION Simplicity Software Technologies Inc. 1
Common Features 6 Maintenance Coordinator Simplicity Software Technologies Inc. Pull Down Menus Throughout the program are pull down menus tha
Equipment and Machinery 22 Maintenance Coordinator Simplicity Software Technologies Inc. Deleting Records from the Log To delete a record from t
Equipment and Machinery 23 Maintenance Coordinator Simplicity Software Technologies Inc. To delete or remove a part from the list. Click on the
Equipment and Machinery 24 Maintenance Coordinator Simplicity Software Technologies Inc. Equipment Asset/ List Report To create an Equipment Asse
Equipment and Machinery 25 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Status drop down and select the indicator y
Equipment and Machinery 26 Maintenance Coordinator Simplicity Software Technologies Inc. Predictive Maintenance Worksheet This report will report
Equipment and Machinery 27 Maintenance Coordinator Simplicity Software Technologies Inc. Printing a Meter Readings Data Collection Sheet To print
Equipment and Machinery 28 Maintenance Coordinator Simplicity Software Technologies Inc. Print All Pumps Report To get a report on all motors in t
MAINTENANCE COORDINATOR SYSTEM
Purchasing and Receiving 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Purchasing and Receiving 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Overview ...
Common Features 7 Maintenance Coordinator Simplicity Software Technologies Inc. Use the Ribbon When you first start some of the modules in the
Purchasing and Receiving 4 Maintenance Coordinator Simplicity Software Technologies Inc. Removing an Existing Document for a Blanket PO ...
Purchasing and Receiving 5 Maintenance Coordinator Simplicity Software Technologies Inc. Overview Use this module for all your purchasing and re
Purchasing and Receiving 6 Maintenance Coordinator Simplicity Software Technologies Inc. Lookup View The Lookup View tab facilitates the
Purchasing and Receiving 7 Maintenance Coordinator Simplicity Software Technologies Inc. Purchasing Document Lookup To locate a purchasing docume
Purchasing and Receiving 8 Maintenance Coordinator Simplicity Software Technologies Inc. Creating a New Purchase Document To create a new purcha
Purchasing and Receiving 9 Maintenance Coordinator Simplicity Software Technologies Inc. Click on the Module button and select the Add New with
Purchasing and Receiving 10 Maintenance Coordinator Simplicity Software Technologies Inc. o Move to the Part Groups grid, and click on the part g
Purchasing and Receiving 11 Maintenance Coordinator Simplicity Software Technologies Inc. Entering Vendor Information To select a vendor for yo
Purchasing and Receiving 12 Maintenance Coordinator Simplicity Software Technologies Inc. Document Assignments There are additional fields that
Purchasing and Receiving 13 Maintenance Coordinator Simplicity Software Technologies Inc. Entering Materials for Purchase ADD MATERIALS FROM STO
Common Features 8 Maintenance Coordinator Simplicity Software Technologies Inc. Restore the Ribbon Click Customize Quick Access Toolbar . I
Purchasing and Receiving 14 Maintenance Coordinator Simplicity Software Technologies Inc. ADDING NON-STOCK ITEMS To add non-stock items to your
Purchasing and Receiving 15 Maintenance Coordinator Simplicity Software Technologies Inc. Specifying Comment for Purchase Orders To specify spec
Purchasing and Receiving 16 Maintenance Coordinator Simplicity Software Technologies Inc. Select the approvals of your choice from those listed
Purchasing and Receiving 17 Maintenance Coordinator Simplicity Software Technologies Inc. Deleting a Purchase Document To delete a purchase docu
Purchasing and Receiving 18 Maintenance Coordinator Simplicity Software Technologies Inc. User –Defined Purchase Document Fields There are 4 user
Purchasing and Receiving 19 Maintenance Coordinator Simplicity Software Technologies Inc. Purchasing E-Mail Notification Overview The Purchasing
Purchasing and Receiving 20 Maintenance Coordinator Simplicity Software Technologies Inc. Open the Purchasing module. Click on the Module b
Purchasing and Receiving 21 Maintenance Coordinator Simplicity Software Technologies Inc. E-Mail Approval Routing of Purchase Documents Most orga
Purchasing and Receiving 22 Maintenance Coordinator Simplicity Software Technologies Inc. Create a New Archive Database As you continue to use
Purchasing and Receiving 23 Maintenance Coordinator Simplicity Software Technologies Inc. Move over the Databases button and select the
Common Features 9 Maintenance Coordinator Simplicity Software Technologies Inc. The Coordinator, Module or Application Button In the upper lef
Purchasing and Receiving 24 Maintenance Coordinator Simplicity Software Technologies Inc. To restore a date range of records from archive: Cli
Purchasing and Receiving 25 Maintenance Coordinator Simplicity Software Technologies Inc. Deleting a Date Range of Purchasing Documents To delet
Purchasing and Receiving 26 Maintenance Coordinator Simplicity Software Technologies Inc. Move to and click on the Company tab. Move to th
Purchasing and Receiving 27 Maintenance Coordinator Simplicity Software Technologies Inc. To enable the ink save feature on documents, place a
Purchasing and Receiving 28 Maintenance Coordinator Simplicity Software Technologies Inc. Printing the Current Document To print the current docu
Purchasing and Receiving 29 Maintenance Coordinator Simplicity Software Technologies Inc. Under Stock Inventory Items The Under Stock Inventory
Purchasing and Receiving 30 Maintenance Coordinator Simplicity Software Technologies Inc. Now move to the far left column of the grid and click
Purchasing and Receiving 31 Maintenance Coordinator Simplicity Software Technologies Inc. Blanket Purchase Orders Overview Blanket Purchase O
Purchasing and Receiving 32 Maintenance Coordinator Simplicity Software Technologies Inc. Create a New Blanket Purchase Order To create or setup
Purchasing and Receiving 33 Maintenance Coordinator Simplicity Software Technologies Inc. Click the Add New PO button. Click the Refresh but
Common Features 10 Maintenance Coordinator Simplicity Software Technologies Inc. Selecting Text for Editing Most edit functions first require
Purchasing and Receiving 34 Maintenance Coordinator Simplicity Software Technologies Inc. Removing an Existing Document for a Blanket PO To remo
Purchasing and Receiving 35 Maintenance Coordinator Simplicity Software Technologies Inc. To setup e-mail accounts: From the Purchasing main
Purchasing and Receiving 36 Maintenance Coordinator Simplicity Software Technologies Inc. Open the E-Mail Composer window. Click the Module
Purchasing and Receiving 37 Maintenance Coordinator Simplicity Software Technologies Inc. Receive an Item into Inventory Once an order has bee
Purchasing and Receiving 38 Maintenance Coordinator Simplicity Software Technologies Inc. Updating the Unit Cost of Individual Purchase Items To
Purchasing and Receiving 39 Maintenance Coordinator Simplicity Software Technologies Inc. The ‘Receiving Wizard’ will allow you to receive items i
Purchasing and Receiving 40 Maintenance Coordinator Simplicity Software Technologies Inc. Filtering the Database You can filter the purchasi
Purchasing and Receiving 41 Maintenance Coordinator Simplicity Software Technologies Inc. Next select the how you wanted report formatte
Purchasing and Receiving 42 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Date Range section and click on the … b
Purchasing and Receiving 43 Maintenance Coordinator Simplicity Software Technologies Inc. Select the date you want to base your report
Common Features 11 Maintenance Coordinator Simplicity Software Technologies Inc. Cutting Text To cut text from its original position and store
Purchasing and Receiving 44 Maintenance Coordinator Simplicity Software Technologies Inc. Once everything is setup to your liking, move to and
MAINTENANCE COORDINATOR SYSTEM
Contacts and Vendors 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Contacts and Vendors 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Overview ...
Contacts and Vendors 4 Maintenance Coordinator Simplicity Software Technologies Inc. Overview With the contact module you can keep track of all
Contacts and Vendors 5 Maintenance Coordinator Simplicity Software Technologies Inc. remember. Just open either the Motors or Cooling Towe
Contacts and Vendors 6 Maintenance Coordinator Simplicity Software Technologies Inc. Adding New Contacts To add a new contact to your database,
Contacts and Vendors 7 Maintenance Coordinator Simplicity Software Technologies Inc. Linked Contacts You can link a contact record to a countl
Contacts and Vendors 8 Maintenance Coordinator Simplicity Software Technologies Inc. Group Assignments Once a contact record has been crea
Contacts and Vendors 9 Maintenance Coordinator Simplicity Software Technologies Inc. Adding New Group Titles To add a new group title to
Common Features 12 Maintenance Coordinator Simplicity Software Technologies Inc. To open a saved document or file: Click on the Coordinator
Contacts and Vendors 10 Maintenance Coordinator Simplicity Software Technologies Inc. Deleting a Contact Record To delete a contact, and permane
Contacts and Vendors 11 Maintenance Coordinator Simplicity Software Technologies Inc. Contact Lookup The Contact Lookup screen divides up the da
Contacts and Vendors 12 Maintenance Coordinator Simplicity Software Technologies Inc. Searching the Database To find a Contact: Click on
Contacts and Vendors 13 Maintenance Coordinator Simplicity Software Technologies Inc. Opening a Contact Group With the Contacts module you
Contacts and Vendors 14 Maintenance Coordinator Simplicity Software Technologies Inc. Contacts Notes You can include a complex set of notes
Contacts and Vendors 15 Maintenance Coordinator Simplicity Software Technologies Inc. Group Phone List Report To create a phone list report base
Contacts and Vendors 16 Maintenance Coordinator Simplicity Software Technologies Inc.
MAINTENANCE COORDINATOR SYSTEM
Personal Planner 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Personal Planner 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Overview ...
Common Features 13 Maintenance Coordinator Simplicity Software Technologies Inc. Shortcut Bar (Outlook Style) The Shortcut Bar allows you to b
Personal Planner 4 Maintenance Coordinator Simplicity Software Technologies Inc. Overview The Personal Planner module is a feature designed for
Personal Planner 5 Maintenance Coordinator Simplicity Software Technologies Inc. Personal Scheduler With the Personal Scheduler option you
Personal Planner 6 Maintenance Coordinator Simplicity Software Technologies Inc. Changing Views of the Personal Scheduler You have the option to
Personal Planner 7 Maintenance Coordinator Simplicity Software Technologies Inc. Either double-click in this time slot or click on the Add New
Personal Planner 8 Maintenance Coordinator Simplicity Software Technologies Inc. Editing a Task with the Personal Scheduler To edit task or work
Personal Planner 9 Maintenance Coordinator Simplicity Software Technologies Inc. Viewing Assigned Work Orders Schedule To see a work order sche
Personal Planner 10 Maintenance Coordinator Simplicity Software Technologies Inc. Adding a Task to the To Do List To add a task: Move to and
Personal Planner 11 Maintenance Coordinator Simplicity Software Technologies Inc. Deleting a Task from the To Do List To delete a task: Sele
Personal Planner 12 Maintenance Coordinator Simplicity Software Technologies Inc. Now move to and click on the Print button on the preview scre
Personal Planner 13 Maintenance Coordinator Simplicity Software Technologies Inc. Creating a New Personal Log Entry To create a new Persona
Common Features 14 Maintenance Coordinator Simplicity Software Technologies Inc. Shortcut Bars and Task Panel Options In many of the module yo
Personal Planner 14 Maintenance Coordinator Simplicity Software Technologies Inc. Editing Personal Log Entries Move to the Personal Log
Personal Planner 15 Maintenance Coordinator Simplicity Software Technologies Inc. Daily Journal Use the Daily Journal log to record all the impo
Personal Planner 16 Maintenance Coordinator Simplicity Software Technologies Inc. Move to and click on the Select button, your new entry will b
Personal Planner 17 Maintenance Coordinator Simplicity Software Technologies Inc. Personal Work Orders With the Personal Work Orders feature
Personal Planner 18 Maintenance Coordinator Simplicity Software Technologies Inc. Filter Options You have to main view options. The default is to
Personal Planner 19 Maintenance Coordinator Simplicity Software Technologies Inc. To use the Work Orders Lookup View: Open the Go menu and se
Personal Planner 20 Maintenance Coordinator Simplicity Software Technologies Inc. Purchasing Documents With the Personal Purchasing feature you c
Personal Planner 21 Maintenance Coordinator Simplicity Software Technologies Inc. Purchasing Tabs The Lookup view tab of the Purchasing Doc
Personal Planner 22 Maintenance Coordinator Simplicity Software Technologies Inc.
Common Features 15 Maintenance Coordinator Simplicity Software Technologies Inc. Clicking on the next arrow moves you forward in the
Common Features 16 Maintenance Coordinator Simplicity Software Technologies Inc. Quick Find Besides from the Search or Find Record routines u
Common Features 17 Maintenance Coordinator Simplicity Software Technologies Inc. Each text field in the program, which works with these ro
Common Features 18 Maintenance Coordinator Simplicity Software Technologies Inc. Press or click on the NEW command button on the Quick Entry
Common Features 19 Maintenance Coordinator Simplicity Software Technologies Inc. Print Preview Screens There are actually a couple of dif
Common Features 20 Maintenance Coordinator Simplicity Software Technologies Inc. Next - Moves you through your print preview document
Common Features 21 Maintenance Coordinator Simplicity Software Technologies Inc. TO INSERT OR CHANGE THE INSTALLED PICTURE Open the Picture
Common Features 22 Maintenance Coordinator Simplicity Software Technologies Inc. To move forward one month at a time, click on the button w
Common Features 23 Maintenance Coordinator Simplicity Software Technologies Inc. To change either the Start Month or End Month: Move to th
Common Features 24 Maintenance Coordinator Simplicity Software Technologies Inc. Spell Check Spell checking is available for use through
Common Features 25 Maintenance Coordinator Simplicity Software Technologies Inc. ADD – Adds the misspelled word to the custom dictionary. U
LICENSE AGREEMENT YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS BEFORE INSTALLING THIS SOFTWARE PACKAGE. INSTALLING THE
Common Features 26 Maintenance Coordinator Simplicity Software Technologies Inc. In the Maintenance Scheduler module, this editor is used as t
Common Features 27 Maintenance Coordinator Simplicity Software Technologies Inc. The following elements are found on the Instructions Editor H
Common Features 28 Maintenance Coordinator Simplicity Software Technologies Inc. Changing the Name of Your Instructions To change or edit
Common Features 29 Maintenance Coordinator Simplicity Software Technologies Inc. Documents (Document Feature) Any maintenance department is
Common Features 30 Maintenance Coordinator Simplicity Software Technologies Inc. You can create three different types of documents with this fea
Common Features 31 Maintenance Coordinator Simplicity Software Technologies Inc. Adding a New Document To create a new document: Move to
Common Features 32 Maintenance Coordinator Simplicity Software Technologies Inc. Documents Types EDITOR DOCUMENTS The Documents Editor is th
Common Features 33 Maintenance Coordinator Simplicity Software Technologies Inc. Where supported, you can attach a file by: Moving to the
Common Features 34 Maintenance Coordinator Simplicity Software Technologies Inc. Creating Barcodes The program allows for the creation of Ba
Common Features 35 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Font drop down and select the font and type size
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
Common Features 36 Maintenance Coordinator Simplicity Software Technologies Inc. E-Mail Composer The E-mail Composer is for writing and
Common Features 37 Maintenance Coordinator Simplicity Software Technologies Inc. Click on the Mail tab in the ribbon Then select one of the f
Common Features 38 Maintenance Coordinator Simplicity Software Technologies Inc. Writing an E-Mail with the E-Mail Composer To create and send
Common Features 39 Maintenance Coordinator Simplicity Software Technologies Inc. Budgets With the Maintenance Coordinator system you can setup
Common Features 40 Maintenance Coordinator Simplicity Software Technologies Inc. Select a category from those listed and click the Select but
Common Features 41 Maintenance Coordinator Simplicity Software Technologies Inc. Printing the Current Budget To print the current Budget: M
Common Features 42 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the Parts grid located to the right of your screen
Common Features 43 Maintenance Coordinator Simplicity Software Technologies Inc. Open the File menu and select the Add New Part option. Wh
Common Features 44 Maintenance Coordinator Simplicity Software Technologies Inc. Equipment and Machinery Lookup The following section will outl
Common Features 45 Maintenance Coordinator Simplicity Software Technologies Inc. Move to the various fields and enter the information appropr
MAINTENANCE COORDINATOR SYSTEM
Common Features 46 Maintenance Coordinator Simplicity Software Technologies Inc. To Select an Employee Move to the Lookup tab. Move to th
Common Features 47 Maintenance Coordinator Simplicity Software Technologies Inc. Contact and Vendor Lookup The Vendor Lookup screen is used thr
Common Features 48 Maintenance Coordinator Simplicity Software Technologies Inc. To view or edit information on the selected contact click th
Common Features 49 Maintenance Coordinator Simplicity Software Technologies Inc. Chart and Graphs Designer The Charts and Graphs designer is us
Common Features 50 Maintenance Coordinator Simplicity Software Technologies Inc. To open the Chart designer for use with a Reports and Graphics
Common Features 51 Maintenance Coordinator Simplicity Software Technologies Inc. SERIESDATA POINT - Formats the fill and marker for an indiv
Common Features 52 Maintenance Coordinator Simplicity Software Technologies Inc. Chart Data Grid Every chart must have a data grid ass
Common Features 53 Maintenance Coordinator Simplicity Software Technologies Inc. The following illustration shows the relationship between a dat
Common Features 54 Maintenance Coordinator Simplicity Software Technologies Inc. The cell will display the new value once you either leave th
Common Features 55 Maintenance Coordinator Simplicity Software Technologies Inc. To Delete a Data Grid Row, you must: Use the mouse or Arrow
Getting Started 2 Maintenance Coordinator Simplicity Software Technologies Inc.
Common Features 56 Maintenance Coordinator Simplicity Software Technologies Inc. To Delete a Row of Data Grid Column Labels, you must: Use
Common Features 57 Maintenance Coordinator Simplicity Software Technologies Inc. To select a chart type you must: Click on the picture of
Common Features 58 Maintenance Coordinator Simplicity Software Technologies Inc. Please note that the number and types of options you have on
Common Features 59 Maintenance Coordinator Simplicity Software Technologies Inc. To change the Chart legend, you must: Move to the CHART L
Common Features 60 Maintenance Coordinator Simplicity Software Technologies Inc. The Axes Tab This tab will allow you to enter the optional axe
Common Features 61 Maintenance Coordinator Simplicity Software Technologies Inc. Standard Work Orders Wizard Because this program is primary ba
Common Features 62 Maintenance Coordinator Simplicity Software Technologies Inc. The Date field indicate the creation date of this task. To c
Common Features 63 Maintenance Coordinator Simplicity Software Technologies Inc. Purchase Requisition Wizard The Purchasing Requisition Wizard
Common Features 64 Maintenance Coordinator Simplicity Software Technologies Inc. Click on the Lookup button. Select the vendor you want to
MAINTENANCE COORDINATOR SYSTEM
Getting Started 3 Maintenance Coordinator Simplicity Software Technologies Inc. Table of Contents Introduction ...
Security, Databases and Utility Modules 2 Maintenance Coordinator Simplicity Software Technologies Inc
Security, Databases and Utility Modules 3 Maintenance Coordinator Simplicity Software Technologies Inc Table of Contents Chapter Overview .
Security, Databases and Utility Modules 4 Maintenance Coordinator Simplicity Software Technologies Inc Chapter Overview In this chapter we w
Security, Databases and Utility Modules 5 Maintenance Coordinator Simplicity Software Technologies Inc To login to the program, please follow
Security, Databases and Utility Modules 6 Maintenance Coordinator Simplicity Software Technologies Inc Turning Password Protection On and Off
Security, Databases and Utility Modules 7 Maintenance Coordinator Simplicity Software Technologies Inc Changing Your Own Password Once a use
Security, Databases and Utility Modules 8 Maintenance Coordinator Simplicity Software Technologies Inc User Setups – Creating a New User T
Security, Databases and Utility Modules 9 Maintenance Coordinator Simplicity Software Technologies Inc Types in the user’s password in the
Security, Databases and Utility Modules 10 Maintenance Coordinator Simplicity Software Technologies Inc Allow Deleting Records A check her
Security, Databases and Utility Modules 11 Maintenance Coordinator Simplicity Software Technologies Inc Deleting Users To delete a user f
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