Contents
- Getting started
-
System Administrator
-
System configuration
- Defining installation parameters
- Setting up installation parameters
- Understanding entities
- Defining system codes
- Creating and modifying screens
- Creating user defined screens
- Defining custom fields information
- Defining global text changes
- Displaying boiler text where used
- Defining cost codes
-
Selecting languages
- Adding a new language
- Making a language available
- Installing an available language
- Refreshing an installed language
- Viewing the current status of boiler text records for new languages
- Viewing the current status of code description text records for new languages
- Viewing the current status of error text records for new languages
- Viewing the current status of menu text tab for new languages
- Defining closing periods
- Creating and modifying locales
- Managing documents across an enterprise
- Setting up access to external documents
- Setting up printers
- Defining classes
- Setting up field filters for screens
- Creating part hierarchy codes
- Defining account details
- Defining capital request categorization codes
- Auditing attributes
- Defining Flex business rules
- Setting up Messenger
- Defining installation parameters for Messenger
- Managing alerts
- Creating region codes
- Configuring Infor EAM to generate Oracle Forms reports
- Creating report organization structures
- Creating the Oracle Forms report configuration for Infor EAM
- Setting up enterprise searches
- Generating enterprise search definitions
- Customizing extensible framework
- Generating QR codes
-
System security
- Implementing multi-organization security (MOS)
- Activating multi-organization security
-
Managing user groups
- Creating user groups
- Viewing users assigned to user groups
- Granting interface permissions to user groups
- Adding inboxes to user groups
- Adding KPIs to user groups
- Adding charts to user groups
- Granting work order authorization permissions to user groups
- Granting store transaction permissions to user groups
- Creating security filters
- Granting screen-level permissions to user groups
- Setting up menus for user groups
- Setting up scanner menus for user groups
- Defining status authorizations for user groups
- Administering iProcure security for user groups
- Viewing menu structure and permissions for user groups
- Setting up menus in Windows Mobile devices for user groups
- Setting up menus in mobile apps for user groups
- Setting default values for user groups in mobile applications
-
Managing users
- Creating users
- Configuring EAM product access for users
- Associating users with organizations
- Associating users with KPIs
- Associating users with inboxes
- Associating users with responsibilities
- Configuring advanced reporting options for users
- Changing passwords for users
- Unlocking accounts for users
- Enabling accessibility mode for users
- Creating LDAP roles
- Maintaining electronic records and signatures
- Granting status change authorization permissions
- Managing GDPR records
- Enterprise data storage with Infor Data Lake
-
Interface configuration
- Personalizing the Start Center
- Modifying the Overview screen
- Configuring exports and imports
- Exporting base configuration
- Importing base configuration
- Viewing the status of imports and exports
- Exporting configurations
- Importing configurations
- Screen designer
- Defining grids
- Defining and generating views
- Setting up hyperlinks
- Using screen designer for web service prompts
- Defining web service prompts
- Viewing log files
-
Data collection
- Overview
- Defining queries
- Defining transaction prompts
- Defining return transaction prompts
- Entering data with the prompt machine
- Viewing scanner transactions to be processed
- Setting up jobs
- Correcting scanner transaction errors
- Setting the data warehouse installation parameters
- Setting the data warehouse run parameters
- Understanding historical inventory valuation for the data warehouse
- Viewing the data warehouse run log
- Viewing data warehouse run log details
- Viewing data warehouse run log errors
-
GIS administration
- Installation checklist
- Installing or upgrading Infor EAM GIS extensions
- Understanding GIS integration
- Defining equipment for GIS features defined prior to integration
- Configuring Esri's ArcMap
- Granting interface permissions for data filter grids in EAM
- Defining EAM user information in Esri
- Defining field mappings for attributes in Esri
- Defining preferences for the creation of EAM equipment in Esri
- Defining preferences for the creation of GIS features in EAM
- Fleet management configuration
- Archiving management
- Basic module data creation
- Appendix
-
System configuration
-
User
-
Basics
- Starting the application
- Configuring your internet browser to work with the application
- Navigating the user interface
- Updating fields
- Managing lists
- Associating documents
- Uploading documents
- Entering comments
- Entering description translations
- Viewing electronic records and signatures
- Associating addresses
- Associating parts
- Using a Dataspy
- Viewing the Start Center
- Understanding the Start Center inbox
- Understanding the Start Center KPIs
- Managing your account
-
Asset management
- Understanding equipment
- Setting up initial equipment information
- Defining equipment
- Creating warranties
- Creating warranty claims
- Evaluating equipment
- Defining capacities for equipment
-
Creating equipment hierarchies
- Defining equipment hierarchies
- Reorganizing equipment hierarchies
- Specifying preferences for equipment hierarchies
- Viewing equipment hierarchies
- Unlinking equipment
- Toggling cost rollup
- Viewing the parents of assets, positions, or systems
- Viewing the parent of a location
- Replacing child equipment
- Creating work orders for equipment
- Searching work orders for equipment
- Creating comprehensive work orders for equipment
- Associating references with linear equipment
- Viewing linear overview for equipment
- Adding linear condition references to equipment
- Defining linear direction setup
- Adding routes to equipment
- Adding segments to equipment
- Adding right of ways to routes
- Adding routes to segments
- Defining meter information
- Associating warranties with equipment
- Viewing the nonconformities analysis chart
- Generating the OEE metrics report
- Viewing open repairs for assets
- Releasing work orders for equipment
- Adding parts associated to equipment
- Associating permits with equipment
- Associating ERP resources to equipment
- Adding PM schedules to equipment
- Printing the PM repair costs chart for equipment
- Defining functions for RCM Project and equipment
- Defining failure modes
- Viewing RCM for equipment
- Printing the ranking history chart
- Associating service codes with equipment
- Associating suppliers with equipment
- Viewing suppliers and services associated with equipment
- Transferring equipment between organizations
-
Creating equipment configurations
- Associating child equipment with equipment configurations
- Viewing equipment configuration hierarchies
- Defining PM Schedules for equipment configurations
- Associating maintenance patterns with equipment configurations
- Defining logical meters for equipment configurations
- Adding calendar-based warranty coverage to equipment configurations
- Adding usage-based warranty coverage to equipment configurations
- Generating equipment using equipment configurations
- Tracking asset depreciation
- Defining and managing change notices
- Designing energy consumption for equipment
- Entering actual energy consumption information for equipment
- Understanding Energy Star
-
Understanding equipment rankings
- Creating equipment rankings
- Viewing equipment associated to equipment rankings
- Completing the ranking survey
- Updating equipment ranking values in a batch
- Updating ranking values of equipment with multiple classes
- Completing the ranking survey in a batch
- Copying equipment ranking values to equipment in a batch
- Copying equipment rankings
- Printing the reliability calculations reports
- Selecting equipment rankings for equipment
- Defining details for decay curves
- Defining default attributes for equipment classes
- Defining performance formulas
- Creating rooms
- Creating facilities
- Creating vehicles
- Defining policies
- Defining strategies
- Defining objectives
- Defining parameters for asset inventory
- Adding safety data to equipment
- Defining lockout/tagout details for equipment
- Importing lockout/tagout details from equipment
- Importing lockout/tagout details from permits to work
- Viewing the reservation calendar
- Managing keys
- Creating sets and consists
- Defining workspaces
- Creating workspace moves
- Viewing and modifying equipment information
- Defining details for condition score matrix setup
- Defining settings for nonconformities
- Defining nonconformities
- Creating nonconformity observations
- Defining nonconformity types
- Entering notes in the notebook
- Viewing equipment used for linear references
- Updating operational status for equipment
-
Materials management
- Setting up initial materials information
- Understanding time-based inventory valuation (LIFO/FIFO)
- Creating stores
-
Creating and managing parts information
- Creating parts
- Defining multiple prices of parts (MOS)
- Defining sales prices for parts
- Associating manufacturers with parts
- Associating suppliers with parts
- Adding safety data to parts
- Creating repair details for core tracked parts
- Defining substitute parts
- Changing part numbers
- Viewing part number history
- Viewing part reservations for stores
- Viewing the monthly part usage chart
- Viewing archived transactions for parts
- Defining and managing manufacturer information
-
Defining and managing supplier information
- Defining suppliers
- Defining contacts for suppliers
- Copying suppliers
- Creating a supplier catalog
- Viewing purchase order history for suppliers
- Adding services to suppliers
- Defining rates for suppliers
- Associating commodities with suppliers
- Associating account numbers to suppliers
- Associating equipment with suppliers
- Associating service codes with suppliers
- Creating service code exclusions for suppliers
- Managing stock information
- Associating nonconformity types with parts
- Transferring parts between bins
- Transferring parts without requisitions
- Creating packages
- Transferring held items between stores
- Transferring held items to stock bins
- Transferring stock items to held item bins
- Generating requisitions
-
Creating requisitions
- Creating requisition headers
- Adding parts to requisitions
- Adding services to requisitions
- Copying requisitions
- Creating work orders and activities on the Services page
- Manually assigning repair details for core tracked parts on requisitions
- Viewing open repairs for requisitions
- Viewing transactions for requisitions
- Generating RFQs from requisitions
- Approving and rejecting purchasing requisitions
- Understanding automatic purchase order generation
- Creating a new purchase order from requisition line items
- Adding requisition line items to an existing purchase order
- Receiving parts
-
Issuing and returning parts
- Issuing parts to work orders, equipment, or projects
- Issuing parts to multiple equipment work orders
- Adding parts on a material list to an issue
- Adding parts on a pick ticket to an issue/return
- Returning parts from multiple equipment work orders
- Issuing parts from a stock record of a part
- Returning parts from a stock record of a part
- Returning parts from work orders, equipment, or projects
- Returning parts to a supplier
- Defining part condition templates
- Creating greenhouse gas records
- Defining kit template parts
- Creating store groups
- Creating store-to-store requisitions
- Creating store-to-store issues
- Creating store-to-store receipts
- Creating internal repair receipts
- Creating pick tickets
- Performing a physical inventory
- Generating ABC analysis
-
Viewing and modifying materials information
- Viewing and modifying parts information
- Viewing and modifying associated documents
- Viewing and modifying store information
- Viewing and modifying stores associated with parts
- Viewing and modifying stock information for parts
- Viewing and modifying multiple prices of parts (MOS)
- Viewing and modifying part inspections
- Viewing usage and demand of parts
- Viewing part details
- Viewing stock levels by part
- Viewing purchasing contracts for parts
- Viewing requisitions for parts
- Viewing purchase orders for parts
- Viewing purchase order history for parts
- Viewing stock values for LIFO/FIFO parts
- Viewing when and where a part has been used
- Viewing stock transactions for parts
- Viewing stock in-transit for parts
- Viewing part reservations
- Viewing parts associated with manufacturers
- Viewing parts associated with suppliers
- Viewing stock for stores
- Viewing stock levels by store
- Viewing stock transactions per store
- Viewing bin stock
- Managing iProcure items in the Infor EAM application
- Managing warranty claims for parts
-
Purchasing management
- Defining initial purchase information
- Defining credit cards
-
Creating and revising purchase orders
- Creating purchase order headers
- Adding part details to purchase orders
- Creating assets for purchase order items
- Adding service details to purchase orders
- Associating clauses with purchase orders
- Copying purchase orders
- Updating purchase orders
- Viewing open repairs for purchase orders
- Viewing transactions for purchase orders
- Viewing tracking for purchase orders
- Viewing purchase order history
- Creating and using blanket orders
- Recording invoice vouchers
- Defining requests for quotations
- Editing quotations
-
Work management
-
Defining initial work information
- Defining supervisors
- Defining permits
- Defining qualifications
- Defining trades
-
Defining employee information
- Defining employee codes
- Defining wage rates for employees
- Recording labor availability exceptions for individual employees
- Recording labor availability exceptions for groups
- Associating qualifications with employee codes
- Associating employee types
- Transferring employees between organizations
- Viewing outstanding issues for employees
- Defining shifts
- Defining crews
-
Defining task plan information
- Adding and modifying task plan instructions
- Planning parts for task plans
- Planning labor for task plans
- Planning tools for task plans
- Viewing estimated costs for task plans
- Adding checklists to task plans
- Importing checklists from task plans
- Planning jobs for task plans
- Defining prices for common task plans
- Associating qualifications with task plans
- Defining sales prices for task plans
- Defining supplier task plan prices
-
Defining job plans
- Planning labor for job plans
- Planning parts for job plans
- Managing tools for job plans
- Adding checklists to job plans
- Managing and adding qualifications for job plans
- Viewing estimated costs for job plans
- Defining prices for job plans
- Defining supplier prices for job plans
- Defining sales prices for job plans
- Defining tools
- Defining material lists
- Defining EMRS codes
- Approving and rejecting work requests
-
Creating standard work orders
- Defining standard work order headers
- Defining standard work order activities
- Copying standard work orders
- Assigning child work orders to standard work orders
- Managing tools for standard work orders
- Associating permits with standard work orders
- Adding safety hazards and precautions to standard work orders
- Defining sales prices for standard work orders
- Viewing estimated costs for standard work orders
-
Creating regular work orders
- Defining regular work order headers
- Defining regular work order activities
- Defining additional costs for work orders
- Managing repairs for work orders
- Creating a labor requisition
- Scheduling labor for work orders
- Copying an existing labor schedule
- Adding equipment to work orders to split work order costs
- Importing equipment from an existing equipment route to work orders
- Tracing linear route equipment to add to work orders
- Associating qualifications with work order activities
- Associating ERP resources to work orders
- Importing unlinked qualifications
- Booking labor for work orders
- Booking vendor hours for work orders
- Booking labor by employee
- Booking labor for work orders in a batch
- Defining nonconformities for work orders
- Importing nonconformities to work orders from equipment
- Changing the status of nonconformities on work orders
- Managing tools for work orders
- Viewing and entering results of checklists for work orders
- Identifying detailed location information for equipment on checklists
- Planning labor for work orders
- Viewing dispatched labor records for work order activities
- Adding Documoto details to work order activities and jobs
- Entering work orders on the quick entry form
-
Managing parts for work orders
- Adding planned parts to work orders
- Viewing planned part availability for work orders
- Adding core tracked parts to work orders for repair
- Manually assigning repair details for core tracked parts on work orders
- Manually adding part failure details to work orders
- Reserving parts for work orders
- Importing a parts list for a work order
- Creating a parts requisition
- Creating a pick ticket
- Creating a parts requisition
- Viewing unreturned core parts
- Entering monitored data results for work orders
- Issuing and returning parts for work orders
- Adding child work orders to a parent work order
- Adding permits to work orders
- Scheduling tools for work orders
- Recording tool usage for work orders
- Adding safety hazards and precautions to work orders
- Viewing and modifying work orders
- Updating work orders
- Viewing work order costs
- Viewing child work orders on a parent work order
- Viewing service request details for work orders
- Viewing equipment custom fields from a work order
- Viewing purchasing for work orders
- Booking labor for purchase orders
- Managing repairs for work orders
- Creating capital planning requests
-
Creating preventive maintenance work orders
- Defining PM routes and equipment within routes
- Defining preventive maintenance schedules
- Defining activities of PM work orders
- Defining equipment for PM schedules
- Including nonconformities on PM schedules
- Viewing work orders per PM schedule
- Viewing comments for PM work order activities
- Viewing jobs for PM schedules
- Viewing planned labor for PM schedules
- Viewing planned parts for PM schedules
- Viewing estimated costs for PM schedules
- Managing tools for PM schedules
- Defining sales prices for PM schedules
- Breaking down work on linear equipment for PM schedules
- Associating permits to PM schedules
- Associating ERP resources to PM schedules
- Adding safety hazards and precautions to PM schedules
- Releasing PM work orders
- Understanding PM work packages
- Understanding PM forecasting
- Generating work orders
- Generating work orders for repairable core parts
-
Scheduling work
- Viewing the work order schedule
- Calculating labor availability
- Viewing labor utilization
- Scheduling or rescheduling work orders
- Viewing work order comments
- Changing work order status
- Freezing and unfreezing activity schedules
- Balancing the workload
- Viewing work order details while balancing the workload
- Dispatching employees to work order activities on a map
- Completing work
- Entering meter readings for work order equipment
- Creating operator checklist results for equipment
- Reviewing operator checklist results for equipment
- Performing a linear equipment search for work orders
-
Performing revision control
- Defining revision control approval lists
- Approving revisions
- Rejecting revisions
- Approving parent PMs for revision control
- Viewing approvers
- Viewing revision control approval history
- Setting up revision control for PM work orders
- Setting up revision control for hazards
- Setting up revision control for isolation points
- Defining settings for nonconformities
- Setting up revision control for precautions
- Setting up revision control for permits
- Setting up revision control for permits to work
- Defining initial service request information
-
Creating service requests
- Creating new caller records
- Editing existing caller records
- Assigning personnel to service requests
- Viewing work order details for service requests
- Closing service requests
- Booking hours for service requests
- Issuing parts for service requests
- Returning parts from service requests
- Booking hours and closing service requests
- Creating service request log entries
- Creating information requests
- Viewing your service requests
-
Creating PM plans
- Creating PM plan headers
- Copying PM plans
- Associating PM schedules with PM plans
- Creating activities for PM schedules on PM plans
- Moving activities to PM plans
- Adding equipment to PM plans
- Viewing the resource history for equipment and PM schedules
- Associating permits to PM schedules
- Breaking down work on linear equipment for PM schedules
- Managing fuel
- Understanding deferred maintenance
- Creating maintenance patterns
-
Scheduling work orders daily
- Defining parameters for work order daily scheduling
- Selecting equipment for work order daily scheduling
- Selecting work order activities for work order daily scheduling
- Selecting employees for work order daily scheduling
-
Scheduling labor for work order daily scheduling sessions
- Modifying work order details
- Modifying labor schedules for work order activities
- Viewing planned part availability for work order activities
- Modifying labor schedules for employees
- Viewing booked labor for work order activities
- Viewing booked labor for employees
- Scheduling employees on shifts for work order daily scheduling
- Viewing employee schedules for work order daily scheduling
- Viewing employee schedules for work order daily scheduling
- Managing work order activities and jobs on the mechanic's workbench
-
Managing customer contracts
- Defining adjustments
-
Defining contract templates
- Defining work order criteria for contract templates
- Associating clauses with contract templates
- Associating discounts with contract templates
- Associating sales prices with contract templates
- Defining charges for contract templates
- Associating sales prices with contract templates
- Copying contract templates
-
Defining customer contracts
- Defining contract items for customer contracts
- Associating discounts with customer contracts
- Defining work order criteria for customer contracts
- Associating commodities with customer contracts
- Defining sales prices for customer contracts
- Associating clauses with customer contracts
- Defining charges for customer contracts
- Associating adjustments with customer contracts
- Copying customer contracts
- Defining reservations
- Creating reservation requests
- Reviewing reservation requests
- Viewing customer invoices
- Updating work order activities via the contractor portal
-
Managing permits to work
- Defining permit to work setup
- Defining hazards
- Defining precautions
- Defining isolation points for equipment
- Defining lockout boxes for lockout/tagout procedures
-
Defining permits to work
- Adding safety hazards and precautions to permits to work
- Implementing lockout/tagout procedures for permits to work
- Signing permits to work
- Viewing and entering checklist items for permits to work
- Resolving conflicts with permits to work
- Viewing event logs for permits to work
- Copying and replacing permits to work
- Viewing contractor signatures on permits to work
- Associating hazards and precautions on the Safety Matrix screen
- Creating healthcare work orders
- Creating incident requests
- Creating hospitality work orders
-
Creating production requests
-
Defining parameters for generating production requests
- Associating ERP resources to production requests
- Viewing work orders associated to production requests
- Excluding work order types from generating production requests
- Identifying work order status changes for production requests
- Selecting work orders for generating production requests
- Previewing production requests
-
Defining parameters for generating production requests
-
Viewing archived work order events
- Viewing activities for archived work order events
- Viewing booked labor for archived work order events
- Viewing qualifications for archived work order events
- Viewing scheduled labor for archived work order events
- Viewing transactions for archived work order events
- Viewing additional costs for archived work order events
- Viewing booked vendor hours for archived work order events
- Viewing comments for archived work order events
- Viewing auto-generated WO sessions
-
Defining initial work information
-
Inspection management
- Inspection management terms
- Defining inspection codes
- Viewing monitored data
- Defining points
- Adding inspection point custom fields
- Approving inspection results
- Defining formulas
- Calibration management
- Project management
-
GIS integration
- Linking Infor EAM equipment and GIS features
- Synchronizing records (ESRI)
- Applying a data filter (ESRI)
- Performing Infor EAM functionality (ESRI)
-
Performing a GIS map search (Infor EAM)
- Performing a map search (Infor EAM)
- GIS map toolbar (Infor EAM)
- Selecting features on the GIS map (Infor EAM)
- Identifying features (Infor EAM)
- Viewing the nearest address
- Creating GIS filters (Infor EAM)
- Creating quick work orders (Infor EAM)
- Creating work orders (Infor EAM)
- Creating multiple equipment work orders (Infor EAM)
- Scheduling work order activities (Infor EAM)
- Copying an existing work order activities schedule (Infor EAM)
- Creating routes and route work orders (Infor EAM)
- Locating equipment and work orders on the GIS map (Infor EAM)
- Viewing Analytics data (Infor EAM)
- Viewing child equipment on the GIS map
- Viewing GIS maps Infor EAM
- Creating maps
- Fleet management
-
Infor EAM Microsoft Project interface
- Installing the Infor EAM MS Project interface
- Setting up connection information
- Associating Infor EAM priority codes with MS Project priority codes
- Creating scheduling sessions in Infor EAM
- Creating and adding work orders and activities to scheduling sessions
- Exporting sessions from MS Project to Infor EAM
- Canceling sessions
- Asset management services
- Budgets
- Contracts
-
Call Center
- Understanding Call Center
- Setting up basic Call Center information
- Entering contact information
- Associating equipment with contact information
- Creating service codes
- Creating providers
- Creating service categories
- Creating department structures
- Creating service delivery matrixes for equipment
- Defining calendar groups for equipment
- Creating knowledge base articles
- Creating bulletin board notices
- Defining event log type filters
- Setting up the Call Center form
-
Processing customer requests
- Entering customer requests
- Performing a customer search
- Entering customer information
- Viewing additional information
- Viewing the event log
- Viewing the results of the knowledge base search
- Performing a knowledge base search
- Processing an action request
- Adding remarks to the customer request
- Viewing bulletin board notices
- Managing service requests on the service request portal
- Creating customer surveys
- Completing customer surveys
- Defining cases for case management
- Updating case management tasks
- Web service prompt execution
-
Basics
-
Reports
- Configuring reports
- Generating reports
-
EAM reports in Birst
- Access violations
- Audit log
- Electronic records
- GDPR Compliance - Caller
- GDPR Compliance - Contact
- GDPR Compliance - Employee
- GDPR Compliance - Supervisor
- GDPR Compliance - User
- KPI/inbox usage
- List of documents
- List of electronic records
- List of functions
- List of Infor EAM codes
- List of tampered records
- Print Flex business rules list
- Temperature analysis chart
- User group configuration
-
Generating asset reports
- Annual energy reduction comparison
- Annual energy use
- Asset failures by service life
- Calibration equipment
- Calibration history
- Capital performance evaluation
- CO2 analysis
- CO2 emissions
- CO2e emissions by greenhouse gas
- Cost of WOs per equipment
- Decay curve chart
- Degree day analysis
- Downtime tracking
- Energy Star ratings chart
- Equipment costs by ranking chart
- Equipment depreciation
- Equipment details
- Equipment hierarchies
- Equipment history
- Equipment history drilldown
- Equipment performance by cost chart
- Equipment performance by downtime chart
- Equipment planning
- Equipment reservations detail
- Equipment transfer log
- Expired warranties
- Fault trend analysis
- GAS index analysis
- Heating and cooling degree days vs. energy consumption type analysis
- Heating and cooling degree days vs. energy costs analysis
- Hazard chart
- Key list-detail
- Key management per equipment structure
- Key transactions
- List of categories per class
- List of classes
- List of equipment
- List of equipment details
- List of nonconformities
- Mean time between failures
- Mean time between failures per equipment
- Meter history
- OEE metrics
- PM repair costs chart
- Print maintenance pattern
- Print notebook report
- Print reliability survey
- Printing temperature analysis chart
- Ranking history chart
- RCM equipment at risk
- RCM potential yearly savings
- RCM risk levels
- Reliability calculations
- Reliability chart
- Reliability growth
- Ring list-detail
- Risk matrix
- Table of equipment with custom fields
- Temperature analysis chart
- Top 10 equipment breakdowns
- Total annual energy use
- Unreliability chart
- Warranty claims
- Warranty claim vs. settlement chart
- Weekly booked hours by department
- Work order repair costs chart
- Workspace moves and associations list
- WO cost by equipment
- WO cost by type, cost code, or dept
- WO cost of equipment per location
- WO cost summary
- WO cost summary graph
- Generating asset management services reports
- Generating budget reports
- Generating calibrations reports
-
Generating Call Center reports
- Customer request
- Customer survey results
- Knowledge base articles
- Open service requests
- Penalty deduction detail
- Penalty deduction summary
- Service request overview
- Service request status summary by type
- Service requests
- Service requests by department
- Service requests by service category
- Service requests by service code
- Service requests by status
- Service requests by type
- Top 10 call center requests
- Top 25 service requests-details
- Total service requests
- Generating contract reports
- Generating fleet reports
- Generating healthcare reports
-
Generating hospitality reports
- Actual labor hours against estimated - hospitality
- Annual energy use-hospitality
- CO2e emissions-hospitality
- Capital performance evaluation-hospitality
- Degree day analysis-hospitality
- GAS index analysis-hospitality
- Heating and cooling degree days vs. energy consumption type analysis-hospitality
- Heating and cooling degree days vs. energy costs analysis-hospitality
- Print hospitality work orders
- Incident response time chart-hospitality
- Incident summary chart-hospitality
- WO backlog hospitality
- WO cost list-hospitality
- WO cost summary-hospitality
- Generating inspection reports
-
Generating materials reports
- Average monthly usage analysis
- Consignment activity
- Goods received note
- Goods return note
- Inventory standard
- Kit templates list
- List of expired kits
- List of kits
- List of outstanding requisition items
- List of stock
- Monthly part usage chart
- Monthly usage trends
- Parts currently reserved/allocated
- Part stockouts
- Physical inventory discrepancy
- Print build kit list
- Print kit restock list
- Print physical inventory list
- Print pick ticket
- Print requisition
- Purchase history per item/supplier
- Return summary
- Stock issues history by part
- Stock transactions
- Stock value listing by part type
- Generating project reports
- Generating purchasing reports
-
Generating work reports
- Actual labor hours against estimated
- Batch work order generation summary
- Booked labor by activity
- Call Center WO
- Cost summary by transaction date
- Customer contract
- Customer invoice details
- Service request chart
- Daily hours worked per employee
- Daily trade schedule
- Delinquent PM summary
- Employee productivity
- Equipment profile
- Expired warranties
- Future maintenance cost
- Hours needed for task plans
- Labor required per day or trade
- List of all PM schedules
- List of permit issues
- List of PM work orders
- List of WOs bypassed due to nesting
- List of work orders
- Long term WO list
- Material requirements analysis
- Meter based PM due
- Monthly scheduling details
- Part failures
- Overdue vehicle issues and returns
- Permits for WOs
- PM compliance
- PM due overview
- PM forecasting
- PM schedule profile
- Print customer contract
- Print permit to work
- Print short WO cards
- Print work order
- Print work order - comprehensive
- Proof of delivery
- Qualification expiration
- Qualification requirement
- Response time by department
- Resource load graph
- Safety review required
- Safety work order
- Schedule attainment
- Scheduled activities
- Scheduled vs. actual - detail
- Shift employee
- Short customer invoice
- Short term WO list (activities)
- Short term WO list (WOs)
- Standard work order frequency
- Tool usage
- VMRS activities chart
- Vehicle rental history
- Vehicle ticket
- WO backlog
- WO aging
- WO cost list
- WO cost summary graph
- WO on-time delivery by trade
- WO statistics
- WO on-time delivery by employee
- Work by employee
-
Glossary
- ABC analysis
- absolute
- active layer
- additional charge
- address alias
- adjustment
- alert tolerance
- archive
- asset
- black swan
- budget
- buffer layer
- building maintenance program (BMP)
- bulletin board
- bulletin board notice
- calibration
- call center
- campaign
- campaign event
- change notice
- charge definition
- checklist
- clause
- condition
- confined space
- consequence
- consequence category
- contract
- contract item
- cooling degree day
- core part
- customer charge
- customer contract
- customer contract - work
- customer invoice
- customer rental
- customer request
- dataspy
- decay curve
- decision tree
- degree day
- degree day reference point
- depreciation
- default set
- design corrosion rate
- deviation
- device tolerance
- equipment
- equipment ranking
- failure mode
- fields to remember
- fixed charge
- FMECA
- fugitive gas
- functional failure
- GIS
- hazard
- heating degree day
- HIPAA confidentiality
- incident request
- increment
- instrument type
- isolation point
- kit
- knowledge base
- lockout box
- lockout/tagout
- loop
- maintenance pattern
- Markov chain
- MTBF
- MTTR
- nonconformity
- normalization value
- objective
- OEM site/system ID
- output
- output range
- percentage
- permit to work
- piping class
- policy
- power factor %
- precaution
- precision
- probability
- process range
- process tolerance
- QR code
- ranking index
- ranking score
- ranking survey
- RCM
- reliability ranking
- right of way
- risk analysis
- risk assessment
- risk level
- risk matrix
- route
- segment
- sequence
- set
- sets and consists
- standard
- statement of conditions
- strategy
- target
- test point
- test point range
- trace
- UMDNS code