Module Descriptions

The basic features of ProTek Plus are contained in the core module. Item (Equipment) records, User security, Table files, Utilities, and report generating capabilities are among the many administrative functions.

 

User Security

Each user is defined and identified by their login to the system. For each user you can specify:

• Which modules they may access

• Level of access for each module from view only to mass update

• Required fields in addition to system required data

• Hide data they do not need to see.

 

Users with the same security requirements may be assigned to a group.

Utilities

Information unique to your site is administered from this function. Data such as:

• Control of the Current reporting Period

• How far in advance PMs are to be generated

• Functions to be performed during the over night processes

• Calculation factor for labor overtime rate

 

Table Files

Customizing terminology to your environment is provided by the table files. You define the phrase and code of the table within the context of how it is used within ProTek Plus. The data in the table files is used to verify data entered in other modules.

 

Reports based on Query

Reports are generated using records from the current query in a Module. The reports may be viewed on screen, sent to a printer, and/or exported in a user selected format.

 

Custom Reports, allowing you to create your own report or modify a standard report is an Optional feature. You can add custom reports to the users Report list.

 

ProTek Plus uses Crystal Reports for its report functions and the Ad-Hoc Reporting option.

The Work Order module is the heart of ProTek Plus. All work order requests are captured, recorded, logged for labor time and cost, parts needed / used and cost, and saved for later access.

 

Work Orders are tracked, updated, and made available for immediate screen viewing and hardcopy reports.

 

Item (Equipment)

The Item module stores data on every item, project, or entity for which you want a record of maintenance activity.

 

Summary of work performed and cost of parts is maintained for each master record. Operational time, and downtime is accumulated. This information is available for viewing on-screen and for hardcopy reports.

 

The main Item screen includes ties to history, safety procedures, meter readings, and a bill of materials as well as basic identifying data, freeform additional information, user forms, Life-to-Date (LTD), and Year-to-Date (YTD) accumulated data.

 

External files, such as drawings and pictures, may be attached to each Item record.

 

Quick Work Order

Quick Work Order Add provides a simple way to let the occasional user add work orders, and help desks record and dispatch "Do-It-Now" requests.

 

Emailing of work order information is included in the Plus version.

 

The Quick Work Order Add screen can be tailored to meet the specific needs of individual users. A minimum of four fields are required to create a Work Order and more can be added if needed. This gives you the ability to design a work order entry screen suited to your work force.

 

 

Full Work Order

The Work Order screen shows details on specifications for the work orders, all their steps and notes. Direct access to other files associated with work orders, such as parts bills of materials, assignments, tasks, and freeform information records is available.

 

Estimated labor and material specifics and costs may be specified. Actual labor and material specifics and costs are tracked.

 

Drawings, pictures, plans and other documents may be attached to a work order in the Plus version.

 

Emailing of work order information is provided in the Plus version. Both versions provide individual and mass printing of work orders.

 

PM Masters

The Preventive Maintenance Module creates and controls the conduct of PM activities, including adjustments, lubrication, and any other regularly scheduled activities which affect item performance.

 

Masters are created, and PM work orders are automatically generated based on user established criteria. PM scheduling can be based on:

• Number of weeks since the PM work was last completed

• Number of weeks or months since PM was last scheduled

• A count such as item run hours

• On demand, for the projects done as needed

• Adjusted for seasonal shutdowns

 

Tasks

Tasks in ProTek Plus are used to define a work procedure and the material needed applicable to several Item (Equipment) PMs, Work Orders and Item Safety Procedures.

 

Tasks provides the ability to define the procedure once and have the procedure automatically printed on work orders.

 

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The Parts Management Module provides the tools to track and maintain inventory records as well as control purchase orders and requisitions. You can create bills of materials reflecting the spare parts required for your equipment.

 

Parts Masters

The Parts Inventory function catalogues all parts, stock, and non-stock; and tracks usage quantities, cost, and where used.

 

Inventory item records in ProTek Plus have:

• Parts specific data such as category and account

• Vendor and manufacturer part number and vendor ranking

• Up to 500 lines of additional description for notes and greater detail

• Multiple storerooms can be specified and separate stocking levels tracked

• Customizable forms can be used to specify unique information

• Unlimited transactions are maintained

• Complete usage history for the part

 

Reorder report is automatically generated when a part reaches its designated ordering level, and is flagged for expediting if the safety stock level is reached.

 

Order quantity, order point and safety stock values can be manually assigned or automatically calculated by the system.

 

ABC ranking can be done by the system based on inventory value and usage matched against user-established criteria.

Parts Transactions

All changes in parts quantities and cost are handled with transactions. These are "add only" functions, providing you with a complete audit trail.

 

Special User security is provided for Parts Transaction. You are able to control which users may do:

• Usage transaction (issues and return to inventory)

• Receiving functions (receive into inventory and return to vendor)

• Administrative functions (move to different bin and/or storeroom, adjust quantity on hand)

 

Bill of Materials

Parts issued to (or returned from) a work order automatically update the work orders material usage and the Items material usage, as well as update the Part Master.

 

Purchase Requisitions (PRs)

Purchase Requisitions module generates and tracks material and services.

 

The status of each item is monitored and can be viewed online or printed as a report.

 

Materials may be ordered against a work order or for inventory replenishment. See Purchasing Module for PO functionality.

 

Vendors

Suppliers, manufacturers and service providers are defined in this module, along with their contacts. The module accumulates year-to-date and life-to-date summary data of the labor and materials they have supplied.

Labor and Assignments

 

Labor

The Labor Module records labor details for a work order relating to a specific project. It adds records to the labor file and updates the associated work order and the item record with accumulated hours, dollars, and downtime.

 

The main labor screen is used to search for labor transactions, generate reports, and add new ones.

 

One stop data entry, the used has the ability to:

• Change the Item ID on the work order. All activity associated with the work order is moved fromthe old Item to the new Item.

• Add notes to the work order

• Issue parts used to the work order

• Enter meter readings

Timesheet and Assignment Modules (Core Option)

Timesheets

ProTek Plus offers two additional methods of entering multiple labor transactions:

• Employee Timesheet - batch entry of time by employee

• Work Order Timesheet - entry of time by work order

 

These modules provide the same add functionality as the Labor reporting module.

 

Assignments

Employees may be scheduled to work on Work Orders with this module. You may designate the nature of the assignment from "Do-It-Now" to "Fill-in". Assignment functionality is also accessible from Work Orders.

The Item Line module provides you the ability to link Item (Equipment) records of Items connected to each other. The benefits include personnel being able to quickly visualize the equipment relationship and generate roll-up cost reports.

The readings/calibration function provides another continuous maintenance improvement tool within ProTek Plus. The functionality provides the ability to:

• Track measurements of machine condition and calibrations.

• Trace the tool used for the measurement and where the tool has been used.

• Predict failures and need for maintenance action.

• Automatically generate PM's and corrective work orders when measurements exceed limits.

 

The readings/calibration functionality provides the tracking and audit trails needed by most regulatory agencies and certification organizations such as ISO 9000, JACHO and the FDA. Readings will assist in improving equipment reliability and reduce maintenance cost by:

• Automatically creating a work order when equipment monitors indicate it needs maintenance attention, versus solely relying on someone to enter the work order.

• Automatically adjust your PM schedule to changing equipment usage

• Expand PM Scheduling options, including PM generated based on earlier of reading limit or date.

• Multiple frequencies on one PM Master. Let the reading generating the PM explain what is to be done.

• One PM Master for multiple equipment. When a reading triggers generation of a work order, it changes the equipment number automatically.

Purchase Orders to a specific vendor are tagged to one or more lines on one or more Purchase Requisitions(PR) (see Parts Management, Purchase Requisitions). The Info for POs is where you define the "Sold To", "Bill To" and standard terms and conditions to be included on printed Purchase Orders.

Ad-Hoc Reporting includes ProTek Plus tables definitions, sample joins, and Crystal libraries. Utilized with Seagate Crystal Reports or your favorite reporting tool, you can create custom reports to assist in optimizing your operations.

 

AppLink (Core option) simplifies tracking of other documentation on your network with Items (Equipment) Work Orders, Parts Masters and Employee records. Project plans, pictures, drawings, and more may be linked to preceding module list. To view the documents, at least a runtime version of the application needed and must be on the computer used to access ProTek Plus. If the computer is a Terminal Server, then the programs must be on the Server, if the computer is the users PC, then the application has to be on their PC.