• Inventory Automatic Reorder

    The Inventory Auto-Reorder is a tool used to simplify the process of ordering items to keep the warehouse stocked at or above minimum levels.

  • Inventory – Issue Entry

    The Issue Entry screen is used to issue parts to a work order. this screen would most often be used by a parts crib attendant who is issuing parts without accessing the Work Order screens.

  • How To – Creating a PMC

    A PMC is a PM procedure type that combines tasks on multiple frequencies into one entry. Example: a vehicle that requires an oil change every 3 months, a tire rotation every six months and a transmission fluid change annually. Setup Note: When adding frequencies each must be divisible by the…

  • Work Planning

    The Work Planning screen is used to edit work orders during the planning phase of the work order process, but can also be used to create new work orders. This article looks at the screen from a planners point of view. Navigation Screen Preview Work Planning Process The work order…

  • How to – Selection Criteria

    The Selection Criteria window is how you choose what data will be displayed on the console so it is essential to know how to use this window to get the desired results. The selection criteria is user specific so each user can set their console up to show what they need, and they can change it anytime.

  • Work Order Console – Basics

    The Work Order Console is a tool that can perform many tasks and be configured for users of many different roles.

  • Work Order Completion

    The Work Order Completion screen is the final step in the work order process. This screen is used to finalize any closing comments, record work hours and parts used, as well as input any other pertinent information necessary for a complete work order. Navigation Screen Preview Work Order Completion Process…

  • PM Scheduler

    The PM Scheduler is the tool used to create WO from PM Entries.

  • How To – PM Types

    Below is a brief description of the available PM types.

  • Inventory Header Entry

    Creating inventory in your system all starts with the Inventory Header Entry screen. All basic inventory information is entered here before a part can have more detailed information included in the Inventory Detail Entry or can be added to a Purchase Requisition for re-ordering. Navigation Inventory Header Entry Process Flow…