CMMS / EAM Specification Sheet
% This product is compliant with the Standard features listed : % This product has of "Add-on" modules of the features listed : % This product requires "Customization" to meet the features listed : 0% 0% 0%
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Function or Capability Work Orders
Supports paperless work requests, work order management Generates and manages work orders via the internet Can manage work orders via portable computer or handheld device wirelessly (Blackberry, Palm etc.) Supports work order approval levels and expense amounts Supports customized work order numbering systems Warns when work orders are overdue automatically Allows extensive work order description Permits assignment of work order priority manually and by asset/location Provides configurable work order type (PM, corrective, safety, etc) Manages crafts, shifts and employees on work orders including time and expense (c/w account codes) Tasks, instructions, & safety procedures can be attached and/or printed on work orders Can attach documents, video or images that can be accessed and/or printed with the work order Can close work orders by technician, supervisor or requestor Allows for "batch" closing of work orders (standard closing details for all) Allows quick print for multiple work orders Allows multi task work orders Maintains history of closed work orders Allows cost center tracking on work orders Can duplicate parts or all of the work order from previous work orders Provides detailed labor and miscellaneous costs on work orders including cost centre(s) Provies detailed cost of inventory on work orders including cost centere(s) Cancelled work orders can be added to history Supports help desk creation/viewing of work orders Supports work order calendar viewing with filters by mulitple items (asset, labour location etc.) Allows remote access to generate work requests by authorized personnel Provides the ability to record work performed on standard work orders after the fact. Provides automatic generation of work orders from scheduled maintenance Utilizes problem, component, cause and remedy codes Can reserve materials for planned work orders Can schedule a repeatable or one time only "To Do" for current user or any other user Records planned vs. actual labor, materials and cost Can provide email notification to customers or users
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Project Management
Provides project management Manages projects via the internet Provides the ability to analyze and manage work backlog Provides detialed calendar views Allows "drill-down" functionality Provides flexible employee shceduling
Preventive/Predictive Maintenance
Customizeable PM requirements for each asset or class of assets Generates and manages PMs via the internet PM’s triggered by time events (dates) PM’s triggered by usage based events (meter readings) PM’s triggered by fixed or completion based intervals PM’s triggered by condition or other predictive maintenance indicators Can sequence PM work orders PMs can be nested/supressed by date or meter (major vs minor) Seasonal or blackout dates can be created and implemented Provides for batch generation of PM work orders Scheduled maintenance can automatically link inventory to PM Scheduled maintenance can automatically link an employee to PM Scheduled weekend maintenance can roll over to weekday
Warns when scheduled maintenance is overdue Able to view PM schedule remotely Can create predefined procedures that can be associated to a PM or work order that include: Checklist of tasked to be performed Estimated hours Resource assignments Parts list Safety procedures
Asset
Supports automatic and custom numbering systems Supports asset management via the internet Provides unlimited asset database size Has unlimted user defined asset types Each asset type can have multiple templates for customization Each asset type has data fields unique to that asset type Each asset type has customizable data fields Allows storage of nameplate data (manufacturer, model, serial) Links work orders to capital assets with histories Tracks the asset’s downtime automatically Supports unique asset priorities Materials list are provided for each asset Each asset can be assigned and moved to a location or position Maintains a history for the assets life Provides a methodology for rolling up costs associated with the asset by cost center Supports asset assemblies Allows configurable equipment class and / or type Allows assignable asset cost codes Records asset original purchase cost Provides multiple depreciation methodologies Allows tracking asset warranty information Materials recorded against work orders can be added to the asset material list "on the fly" Provides views of work order history for a specific asset ("snap-shots") Inventory items are linked to assets (parts list) and up-dated when new parts assigned Can view open, overdue, and on-hold work orders for any asset Provides views of scheduled maintenance lists for a specific asset Multiple graphic files can be linked to a capital asset Allows meter tracking - to maintain & report on past meter readings & dates Stores time stamp and personalized comments with all asset records
Labor, Employees and Contacts
Data table for employee records and certifications Supports labor, employee & contract management via the internet Tracks important dates such as hire, birthday, and anniversary Maintains database of tools supplied to employees Can assign an employee to a specific crew and / or shift Can assign an employee to a specific craft Tracks individual crafts as well as employees Provides hot buttons to employee e-mail address Can assign standard and overtime rates to an employee Can capture and report timecard information Can provide paperless time reporting Provides a data table for contacts (contractors) records Can handle contractors, contracts, warranties and all aspects of outsourced activities Contacts/contractors can be assigned to work orders for outsourcing
Materials Management
Has unlimited inventory database size Supports inventory management via the internet Provides item/bin locators Discretely track parts by a unique item number Supports multiple manufactures and manufacturer part numbers to be associated to one inventory item number Provides primary vendor and associated vendor contact information Allows inventory class and commodity codes Can post inventory cost to work orders using “average” or “last price” Can set min and max reorder points Creates automatic reorder list based on min / max settings Can accommodate parts stored in multiple storerooms
Supports cycle counting Provides automatic purchase requisition generation for work order inventory Supports storeroom transfers Supports repairable spares Supports "core" charges on items Tracks inventory parts and commodity supplies separately Has "where used" list for inventory items linked to assets Shows encumbered parts on work orders Tracks last price paid Tracks shelf life, lead time, location, manufacturers part number and cost center Allows use of bar coding for issues and reciepts Allows use of bar coding for physical counts Can print part, supply, and tool catalog Stores comments with all inventory records Tracks quantities of parts on order and backorder Tracks due dates on partial shipments Supports and tracks non-stock inventory items Provides advanced pick list for multiple selections Can attach graphic file to parts, supplies or tools Can accommodate a web based Purchase Order system (E-procurement)
Purchasing
Purchase requisition generated automatically when parts are issued based on min max levels Supports purchasing management via the internet Generates requisitions and preferred supplier and shipper Provides consolidation of line items from multiple request into one PO Provides the ability to track purchase order items on order, received or on back order Provides approval hierarchy Integrates with existing purchasing system to eliminate duplication of effort
Reports
Supports report management via the internet Provides management level reports Provides working level reports Provides financial/Cost Reports Provides cost Tracking Provides quick list of all work orders with drill down capabilities Allows ad-hoc reporting on ALL data in system Allows trending Provides the ability to print a file in variety of file formats for exporting (Excell & XML etc.) Reports can be viewed in a window before being sent to printer or emailed Provides the ability to sort and filter all reports Has the ability to e-mail reports Has the ability to access reports via web interface Allows customizable reports for non-standard items Provides a section for storing customized reports Provides advanced look up, sort, and filtering capabilities Seperates reports by User and/or Group
User Interface
Navigation buttons are available for easy movement through program Tool tips, which are editable, are available to remind the user of functions Provides full search capability on all record types Multiple languages are supported Enables user customization to industry terminology Provides user configurable web based interface for external users
Additional Features
Provides user defined fields for each module Directly connects to Internet and e-mail Technical support is available via Internet, e-mail, and phone Software updates are available via the Internet Supports multiple graphic, audio, and video media file formats Any automatic numbering system can be customized User groups can be created and assigned group access rights Individual password protection is available for each user Read/write access security levels is available for users
User authentication is primarily Active Directory User authentication is primarily LDAP
Plug-ins or Add-ons
Basic modules accommodate handheld device clients (i.e. Blackberry, palm pc etc.) Provides bar-coding of assets, parts, tools Supports integration with CAD programs Supports integration with Vehicle & Fuel programs Supports integration with Financial (GL) programs Can provide GIS (Geographic Information System) functionality Supports data transfer of all data to/from other relational databases (SQL, ORACLE, Access) Can perform tools management Provides training management Tracks and links keys and locks to employees and assets Total "Standard" Features : Total "Add-on" Features/Modules : Total " Custom" Features : Additonal Features & Comments 0 0 0