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Navaltik Management Version: 02, 19/02/2018 [Mn_Express_EN_02.docx]
ManWinWin Express – User Manual
Index 1. Record a Maintenance Item .................................................................................................................................................................................. 3 2. Item’s Running Records .......................................................................................................................................................................................... 6 Option 1: Real running records .......................................................................................................................................................................... 6 Option 2: “Fixed” Average Daily Running ...................................................................................................................................................... 7 3. Fuel Supply Record (Direct Application) .......................................................................................................................................................... 8 Option 1: Record directly on an Item .............................................................................................................................................................. 8 Option 2: Record through a Cost Document ............................................................................................................................................... 9 4. Create a Standard Work Description on Library ........................................................................................................................................ 10 5. Create a Maintenance Plan for an Item ......................................................................................................................................................... 11 6. Repeat a Maintenance Schedule ...................................................................................................................................................................... 12 7. Repeat Maintenance Plans ................................................................................................................................................................................. 13 8. Create Preventive Maintenance/Systematic Work Orders (WO) ......................................................................................................... 14 9. Create Repair/Corrective Work Orders .......................................................................................................................................................... 16 10. Issue, Terminate and Close a Work Order (WO) ..................................................................................................................................... 18 11. Reverse Work Order Status .............................................................................................................................................................................. 21 12. Record an Accounting Cost Document ...................................................................................................................................................... 22 13. Record an Internal Cost Document .............................................................................................................................................................. 23 Example: Record a cost document of type MTR - Material Record ................................................................................................. 23 14. Plan/Estimate Man-Hours (MH) ..................................................................................................................................................................... 24 Option 1: On a Standard Work Description of the Library .................................................................................................................. 24 Option 2: On a Maintenance Schedule of a Item’s Maintenance Plan ............................................................................................ 25 Option 3: On a Work Order .............................................................................................................................................................................. 26 15. Plan/Estimate Stock Items (Material) ........................................................................................................................................................... 27 Option 1: On a Standard Work Description of the Library .................................................................................................................. 27 Option 2: On a Maintenance Schedule of a Maintenance Plan ......................................................................................................... 28 Option 3: On a Work Order .............................................................................................................................................................................. 29 16. Plan/Estimate outsourcing services (Other) .............................................................................................................................................. 30 Option 1: On a Standard Work Description of the Library .................................................................................................................. 30 Option 2: On a Maintenance Schedule of a Maintenance Plan ......................................................................................................... 31 Option 3: On a Work Order .............................................................................................................................................................................. 32 17. Record performed Man-Hours (MH Record) ............................................................................................................................................ 33 Option 1: On Tools button ................................................................................................................................................................................ 33 Option 2: On a Work Order .............................................................................................................................................................................. 34 Option 3: On a Cost Document ...................................................................................................................................................................... 35 Navaltik Management, Lda.
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18. Record consumed Stock Items (Materials Record – Direct Application) ....................................................................................... 36 Option 1: On Tools button ................................................................................................................................................................................ 36 Option 2: On a Work Order .............................................................................................................................................................................. 37 Option 3: On a Cost Document ...................................................................................................................................................................... 38 19. Record contracted services (Other Record)............................................................................................................................................... 39 Option 1: On Tools button ................................................................................................................................................................................ 39 Option 2: On a Work Order .............................................................................................................................................................................. 40 Option 3: On a Cost Document ...................................................................................................................................................................... 41 20. Record Materials/Stock Items on the Master Articles ........................................................................................................................... 42 21. Create Reading Parameters ............................................................................................................................................................................. 45 22. Create Reading Points (for a Reading Parameter) .................................................................................................................................. 46 23. Record the reading of a Reading Point ....................................................................................................................................................... 47 Option 1: Record a new reading on the Reading Points window of an item ................................................................................ 47 Option 2: Record a new reading on the Readings tab of a WO......................................................................................................... 48 24. Define Required Time (RQT) ............................................................................................................................................................................ 49 25. Define Operating Time (OPT) .......................................................................................................................................................................... 50 26. Record Down Time (direct record) ................................................................................................................................................................ 51 27. Create the FMEA Tree – Failure Modes ....................................................................................................................................................... 52 Option 1: On the Failure Modes window .................................................................................................................................................... 52 Option 2: By completing Diagnosis and Work Descriptions tabs on the WO ............................................................................... 54 28. Create a Simple Indicator ................................................................................................................................................................................. 56 29. Create a Compound Indicator ........................................................................................................................................................................ 59 30. Edit values on a Manual Parameter .............................................................................................................................................................. 62 31. Create Maintenance Budgets .......................................................................................................................................................................... 64 32. Consult Budget Control ..................................................................................................................................................................................... 65
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1. Record a Maintenance Item Example: BO - Boiler object type record Step 1: Open the New Item window
1. Select Plant module 2. Select Organization 3. Click on New
Step 2: Fill the header and complete the Identification tab
1. Click on “…” and select the Object Type 2. Fill the Description 3. Select the Identification tab 4. (optional) Select a Father object (object that is hierarchically above of this) if applicable 5. Select a System 6. Select a Cost Center or a Client 7. (optional) Select a Location 8. (optional) Select an Operator 9. (optional) Select a Supplier 10. (optional) Attach a Picture and a File
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Step 3: (optional) F ill the Specifications tab with technical information required for the selected object type (previously define d on the Configuration settings)
1. Select the Specifications tab 2. Fill the Specifications of the specific Item
Step 4: (optional) Fill the Operational Data tab
1. Select the Operational Data tab 2. If the RQT (Required Time) and the OPT (Operating Time) are independent from those defined for the System in which the Item is coordinated, these options should be picked 3. If applied, the daily running (hours, cycles, kms,…) of an object can be calculated by: a) Indicating the (fixed) Average Daily Running on ADR field or b) Selecting the Compute based on Records option and then register the Running Records manually In both cases, the object operating Unit should be selected 4. Button to Restart Counter 5. If applied, select the Item Counter (for cases in which the items do not have their own running counter, and you still want to register running records, based on the selected Item Counter) 6. Informative and optional field. If intended can be selected and filled the Warranty information 7. Informative and optional field. If intended can be selected and filled the Maintenance Contract information Navaltik Management, Lda.
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Step 5: (optional) Complete the Complementary Information tab
1. Select the Complementary Information tab 2. The Coding Type option allows to filter/group Objects and active some fields: Plant: default Vehicle: active Fleet Card and Green Card fields MME: active Calibration Status field (MME – Monitoring and Measuring Equipment) 3. It is possible to choose the main code that identifies the Item; the fields “User Code No. 1” and “User Code No. 2” denomination can be customized on: Preferences / Plant tab 4. Select the Item Criticality 5. Select the Inactive option to deactivate an Item 6. The Family field is another way of group/filter items 7. Link the Fuel used by this Item. It should be previously created on the Materials module 8. Informative field available to EMM Items 9. Informative fields available to Vehicle Items
Step 6: (optional) Notes tab for free text
1. Select the Notes tab 2. Edit free text 3. Click OK to save
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2. Item’s Running Records Option 1: Real running records Step 1: Select the “Compute based on R ecords” option on item’s Operational Data tab
Open the Item form: 1. Select the Operational Data tab 2. Select the Compute based on Records option 3. Click OK to save
Step 2: Register Item’s Running Records
1. Select Plant module 2. Select the Item 3. Right click → Records → Running Record
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1. Click on New 2. Select record’s Date and Time 3. Fill the Partial Record field 4. Click on OK to save
Option 2: “Fixed” Average Daily Running Step 1: Fill the ADR field on Item’s Operational Data tab
Open the Item form: 1. Select Operational Data tab 2. Fill the ADR field 3. Click OK to save
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3. Fuel Supply Record (Direct Application) Option 1: Record directly on an Item Step 1: Open the Fuel Supply Record window
1. Select Plant module 2. Select the Item 3. Right click → Records → Fuel Supply Record
Step 2: Register the Fuel Supply Record
1. Click on New 2. Activate the Direct Application option 3. Select the Cost Document 4. Confirm the Operator, Fuel and Item 5. Select record’s Date and Time 6. Fill the item’s Partial Record and the Quantity of fuel 7. Select the cost Account 8. Click OK to save
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Option 2: Record through a Cost Document Step 1: Open the Cost Document window
1. Click on New 2. Select Fuel Supply Record option
Step 2: Register the Fuel Supply Record
1. Activate the Direct Application option 2. Select the Item and confirm the Operator and Fuel 3. Select record’s Date and Time 4. Fill the item’s Partial Record and the Quantity of fuel 5. Select the cost Account 6. Click OK to save
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4. Create a Standard Work Description on Library Example: Create a Standard Work Description for BO - Boiler object type Step 1: Open the Standard Work Description Library
1. Click on Configuration icon 2. Click on Work Orders 3. Select Standard Work Description Library
Step 2: Create a new Standard Work Description
1. Click on New 2. (optional) Select the Item Type on “…” button 3. If an item type had been selected, the Code is automatically generated; If not, this field is free 4. Fill the Description 5. Define the estimated duration for this standard work (in hours) 6. (optional) Select the Work Description type 7. Select the Criticality level 8. In the Tasks tab, you can describe the tasks to be realized In the other tabs (Man-Hours, Stock Items, Other, Documents) you can estimate/attach all the resources for this work: Man-Hours and its cost Materials and its cost Suppliers and its cost Documents with relevant information for this work th th th (check 11 , 12 and 13 chapters of this manual) 9. Click OK to save. Repeat this procedure as many times as necessary. Navaltik Management, Lda.
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5. Create a Maintenance Plan for an Item Note: Maintenance Plan (MP) = group (the list/the group) of all Maintenance Schedules (MSch) Example: Define a MSch of item’s maintenance plan (MP without maintenance cycle) Step 1: Open the Item’s Maintenance P lans window
1. Select Plant module 2. Select the Item 3. Right click → Maintenance Plans
Step 2: Create a new Maintenance S chedule (MSch)
1. Click on New 2. Select the Work Type 3. Select Work Descriptions tab to visit the Standard Work Description Library 4. Fill the Description for the MSch 5. Click on New and choose Work Description Library option. Select all the standard works you want to import to the MSch 6. It is possible to show/hide the tasks of the standard works descriptions imported If there was no Standard Work Descriptions at the Library: a) Create a new one now: Click on New → New Work Description b) Use the Tasks tab to describe the work, use the Man-Hours tab to estimate MH and its costs, use the Stock Items tab to estimate materials and its costs, use the Other tab to estimate suppliers and its costs and estimate the duration of the work (in hours) Navaltik Management, Lda.
7. Pick the work descriptions you want to stablish Library Connection. If this feature is picked you can edit in the library the work and all the maintenance plans that have that work will be automatically updated 8. Edit the Periodicity of the work based on Calendar and/or Records (running records) 9. Once we are creating a MP without maintenance cycle the Next MSch is itself Click OK to save. Repeat this procedure as many times as necessary. 11
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6. Repeat a Maintenance Schedule Example: Repeat a MSch from an item to another item of the same object type Step 1: Open the Maintenance P lans window of the original item
1. Select Plant module 2. Select the Item 3. Right click → Maintenance Plans
Step 2: Repeat a Maintenance Schedule
1. Select the MSch to repeat 2. Click on Repeat and choose Maintenance Schedule option 3. Click on Item and choose the item for which you want to repeat the MSch (if you wish, you can make some changes) 4. Click OK to save
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7. Repeat Maintenance Plans Example: Repeat a complete MP for an item to one or more items of the same object type Step 1: Open the Maintenance P lans window of the origin item
1. Select Plant module 2. Select the Item 3. Right click → Maintenance Plans
Step 2: Repeat the Maintenance Plan
1. Click on Repeat and choose Maintenance Plans option 2. Select the MSch that you want to repeat 3. Click on New and select the items, of the same type, to which you want to copy the MP 4. Click on Repeat 5. Click Yes to confirm the operation
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8. Create Preventive Maintenance/Systematic Work Orders (WO) Notes: Nr. of systematic WO = Nr. of MSch that compose a MP (MP without maintenance cycle) Nr. of systematic WO = Nr. of maintenance cycles that compose a MP (MP with maintenance cycle(s)) Step 1: Open the Work Orders window of the item
1. Select Plant module 2. Select the Item 3. Right click → Work Orders
Step 2: Create a new Work Order (WO) and fill the Origin tab
1. Click on New 2. Select the MSch previously prepared that supports this WO. The information contained in that MSch is automatically imported to the WO 3. (optional) Select the internal or external Performer/Manager Navaltik Management, Lda.
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Step 3: Fill the Management tab
1. Select the Management tab 2. Select the Start/End Scheduled Date and Time and/or the Running Record 3. Click OK to save Repeat the procedure to create the number of WOs required by the Item’s Maintenance Plan
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9. Create Repair/Corrective Work Orders Note: Record a breakdown event Step 1: Open the Work Orders window of the item to be repaired
1. Select Plant module 2. Select the Item 3. Right click → Work Orders
Step 2: Create a new Work Order, type a Description and fill the Origin tab
1. Click on New 2. Type a Description 3. Select the Work Type 4. Indicate the estimated repair time (in hours) 5. (optional) Select the internal or external Performer/Manager
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Step 3: Fill the Management tab
1. Select the Management tab 2. Select the Start/End Scheduled Date and Time 3. Click OK to save
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10. Issue, Terminate and Close a Work Order (WO) Example: Issue and terminate a WO (of any work type) Step 1: Open and Issue a Scheduled WO
1. Click on Issue 2. Indicate the Issued and Start Date and Time 3. Click OK to save
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Step 2: Terminate a WO
If you are using (standard) Work Descriptions, before terminating a WO you should: 1. Select the Work Descriptions tab 2. Pick the performed tasks To add some notes to each Work Description: 3. Select the work description row 4. Click on Show Work Description button 5. Write the Notes 6. Click on Terminate
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1. Indicate the End Date and Time 2. On Tasks tab you can write on the performed tasks text box 3. Impute the performed Man-Hours, Stock Items and Other services 4. On Documents tab you can attach documents to the WO 5. Click OK to save
Note: When you terminate a systematic work order, it is automatically created the following one, based on the periodicity which is defined on the Maintenance Schedule (of the Item´s Maintenance Plan)
Step 3: Close a WO
1. Click on Closing 2. Click OK to save 3. Click Yes to confirm the operation
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11. Reverse Work Order Status Step 1: Select a WO and reverse WO status
1. Select Work Orders module 2. Select the Item 3. Right click → Reverse WO Status 4. Click Yes to confirm
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12. Record an Accounting Cost Document Example: Record a cost document of type INV - Invoice Step 1: Open the New Cost Document window
1. Select the Costs module 2. Select the Costs - Cost Document view 3. Select the Document Types 4. Click on New
Step 2: Fill the New Cost Document form
1. Select the Doc. Type 2. Fill the Doc. Ref. 3. Select the Date 4. The Ref.01 and Ref.02 fields are free and their names can be changed on Configuration button (please consult Configuration user’s manual) 5. Fill the Description 6. (optional) Select the Supplier 7. (optional) Select the Purchase Order 8. For an Accounting Cost Document the Total Amount is Fixed (please consult Configuration user’s manual), so you can already fill the Amount, VAT Amount and Total fields 9. Click OK to save
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13. Record an Internal Cost Document Example: Record a cost document of type MTR - Material Record Step 1: Open New Cost Document window
1. Select the Costs module 2. Select the Costs - Cost Document view 3. Select the Document Types 4. Click on New
Step 2: Fill the New Cost Document form
1. Select the Doc. Type 2. Fill the Doc. Ref. 3. Select the Date 4. The Ref.01 and Ref.02 fields are free and their names can be changed on Configuration button (please consult Configuration user’s manual) 5. Fill the Description 6. For an Internal Cost Document the Total Amount is not Fixed (please consult Configuration user’s manual), so you should not fill the Amount, VAT Amount and Total fields. These fields are automatically updated when cost items were recorded 7. Click OK to save
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14. Plan/Estimate Man-Hours (MH) Option 1: On a Standard Work Description of the Library Step 1: Open the Standard Work Description window on the Library
1. Select the Standard Work Description 2. Click on Open 3. Select Man-Hours tab 4. Click on New
Step 2: MH Estimate record
1. Select the Function of the worker that should do the job 2. Indicate the estimated MH effort 3. Edit/confirm the estimated MH Cost 4. Select the Cost Account 5. Click OK to save
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Option 2: On a Maintenance Schedule of a Item’s Maintenance Plan Step 1: Open a MSch window of an item
1. Select the Maintenance Schedule 2. Click on Open 3. Select Man-Hours tab 4. Click on New
Step 2: MH Estimate record
1. Select the Function of the worker that should do the job 2. Indicate the estimated MH effort 3. Edit/confirm the estimated MH Cost 4. Select the Cost Account 5. Click OK to save
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Option 3: On a Work Order Step 1: Open a WO window
1. Select Man-Hours tab on WO window 2. Click on New at Planned level
Step 2: MH Estimate record
1. Select the Function of the worker that should do the job 2. Indicate the estimated MH effort 3. Edit/confirm the estimated MH Cost 4. Select the Cost Account 5. Click OK to save
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15. Plan/Estimate Stock Items (Material) Option 1: On a Standard Work Description of the Library Step 1: Open the Standard Work D escription window on the Library
1. Select the Standard Work Description 2. Click on Open 3. Select Stock Items tab 4. Click on New
Step 2: Material Estimate record
1. Select the Stock Item 2. Indicate the Quantity 3. Edit/confirm the estimated Unit Cost 4. Select the Cost Account 5. Click OK to save
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Option 2: On a Maintenance Schedule of a Maintenance Plan Step 1: Open a MSch window of an item
1. Select the Maintenance Schedule 2. Click on Open 3. Select Stock Items tab 4. Click on New
Step 2: Material Estimate record
1. Select the Stock Item 2. Indicate the Quantity 3. Edit/confirm the estimated Unit Cost 4. Select the Cost Account 5. Click OK to save
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Option 3: On a Work Order Step 1: Open a WO window
1. Select Stock Items tab on WO window 2. Click on New at Planned level
Step 2: Material Estimate record
1. Select the Stock Item 2. Indicate the Quantity 3. Edit/confirm the estimated Unit Cost 4. Select the Cost Account 5. Click OK to save
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16. Plan/Estimate outsourcing services (Other) Option 1: On a Standard Work Description of the Library Step 1: Open the Standard Work Description window on the Library
1. Select the Standard Work Description 2. Click on Open 3. Select Other tab 4. Click on New
Step 2: Other Estimate record
1. (optional) Select the Supplier 2. (optional) Describe the service 3. Fill the Estimated Cost 4. Select the Cost Account 5. Click OK to save
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Option 2: On a Maintenance Schedule of a Maintenance Plan Step 1: Open a MSch window of an item
1. Select the Maintenance Schedule 2. Click on Open 3. Select Other tab 4. Click on New
Step 2: Other Estimate record
1. (optional) Select the Supplier 2. (optional) Describe the service 3. Fill the Estimated Cost 4. Select the Cost Account 5. Click OK to save
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Option 3: On a Work Order Step 1: Open a WO window
1. Select Other tab on WO window 2. Click on New at Planned level
Step 2: Other Estimate record
1. (optional) Select the Supplier 2. (optional) Describe the service 3. Fill the Estimated Cost 4. Select the Cost Account 5. Click OK to save
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17. Record performed Man-Hours (MH Record) Option 1: On Tools button Step 1: Open the MH Record window
1. Click on Tools 2. Select Records → MH Record
Step 2: Register the MH record 1. Click on New 2. Select or confirm the Cost Doc. associated with the Employee selected (ignore this step if you are not using Cost Documents) 3. Select or confirm the Employee (Account and MH Cost fields will be automatically filled) 4. Indicate the Date and the Start and End hours (MH Effort and Cost fields will be automatically filled ; you can also apply a Factor to the MH effort or edit the MH cost) 5. Select where to allocate/impute the MH: WO, Item or simply to a Cost Center (or Client) 6. Select or confirm the Cost Account 7. Click OK to save
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Option 2: On a Work Order Step 1: Open a WO window
1. Select Man-Hours tab on WO window 2. Click on New at Performed level
Step 2: Register the MH record
1. Select or confirm the Cost Doc. associated with the Employee selected (ignore this step if you are not using Cost Documents) 2. Select or confirm the Employee (Account and MH Cost fields will be automatically filled) 3. Indicate the Date and the Start and End hours (MH Effort and Cost fields will be automatically filled ; you can also apply a Factor to the MH effort or edit the MH cost) 4. Select or confirm the Cost Account 5. Click OK to save
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Option 3: On a Cost Document Step 1: Open the Cost Document window
1. Click on New 2. Select MH Record option
Step 2: Register the MH record
1. Select or confirm the Employee (Account and MH Cost fields will be automatically filled) 2. Indicate the Date and the Start and End hours (MH Effort and Cost fields will be automatically filled ; you can also apply a Factor to the MH effort or edit the MH cost) 3. Select where to allocate/impute the MH: WO, Item or simply to a Cost Center (or Client) 4. Select or confirm the Cost Account 5. Click OK to save
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18. Record consumed Stock Items (Materials Record – Direct Application) Option 1: On Tools button Step 1: Open the Materials Record window
1. Click on Tools 2. Select Records → Materials Record
Step 2: Register the Material Record 1. Click on New 2. Select Direct Application option 3. Select or confirm the Cost Doc. (ignore this step if you are not using Cost Documents) 4. Select the Stock Item 5. Indicate the Date and Time 6. Indicate the Quantity 7. Edit or confirm the Unit Cost and VAT (can be 0%) 8. Select where to allocate/impute the Material: WO, Item or simply to a Cost Center (or Client) 9. Select or confirm the Cost Account 10. Click OK to save
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Option 2: On a Work Order Step 1: Open a WO window
1. Select Stock Items tab on WO window 2. Click on New at Performed level
Step 2: Register the Material Record
1. Select Direct Application option 2. Select or confirm the Cost Doc. (ignore this step if you are not using Cost Documents) 3. Select the Stock Item 4. Indicate the Date and Time 5. Indicate the Quantity 6. Edit or confirm the Unit Cost and VAT (can be 0%) 7. Select or confirm the Cost Account 8. Click OK to save
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Option 3: On a Cost Document Step 1: Open the Cost Document window
1. Click on New 2. Select Materials Record option
Step 2: Register the Material Record
1. Select Direct Application option 2. Select the Stock Item 3. Indicate the Date and Time 4. Indicate the Quantity 5. Edit or confirm the Unit Cost and VAT (can be 0%) 6. Select where to allocate/impute the Material: WO, Item or simply to a Cost Center (or Client) 7. Select or confirm the Cost Account 8. Click OK to save
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19. Record contracted services (Other Record) Option 1: On Tools button Step 1: Open the Other Record window
1. Click on Tools 2. Select Records → Other Record
Step 2: Register the Other Record 1. Click on New 2. Select or create the Cost Doc. (ignore this step if you are not using Cost Documents) 3. (optional) Select the Supplier 4. Fill the Item and Description fields 5. Indicate the Date 6. Edit or confirm the Cost and VAT (can be 0%) 7. Select where to allocate/impute the Material: WO, Item or simply to a Cost Center (or Client) 8. Select or confirm the Cost Account 9. Click OK to save
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Option 2: On a Work Order Step 1: Open the WO window
1. Select Other tab on WO window 2. Click on New at Performed level
Step 2: Register the Other Record
1. Select or create the Cost Doc. (ignore this step if you are not using Cost Documents) 2. (optional) Select the Supplier 3. Fill the Item and Description fields 4. Indicate the Date 5. Edit or confirm the Cost and VAT (can be 0%) 6. Select or confirm the Cost Account 7. Click OK to save
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Option 3: On a Cost Document Step 1: Open the Cost Document window
1. Click on New 2. Select Other Record option
Step 2: Register the Other Record 1. Fill the Item and Description fields 2. Indicate the Date 3. Edit or confirm the Cost and VAT (can be 0%) 4. Select where to allocate/impute the Material: WO, Item or simply to a Cost Center (or Client) 5. Select or confirm the Cost Account 6. Click OK to save
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20. Record Materials/Stock Items on the Master Articles Step 1: Open the new Stock Item window
1. Select Materials module 2. Select Materials - Master Articles view 3. Select Stock Item Coding Standard 4. Click on New
Step 2: Fill the header a nd the Identification tab
1. Select the Structured Item Code (click on “…” to visit the Stock Item Coding Standard) 2. Select or edit the movement Unit of the Stock Item 3. Edit the Unit Cost 4. Fill the Description 5. Add a picture (optional)
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Step 3: Fill the Coding tab
1. Select the Coding tab 2. Choose which is the active code: Structured Code, Manufacturer Code or External Code
Step 4: Fill the Specifications tab
1. Select the Specifications tab 2. Fill the specifications defined for the sub-family to which the Stock Item belongs
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Step 5: Fill the Stores tab
1. Click on Stores tab 2. Indicate in which Store(s) the Stock Item exists Note: This tab is only used by users who are managing stock levels of the Stock Items with the application.
Step 6: Fill the Notes tab
1. Click on Notes tab 2. (optional) Free texting field 3. Click OK to save
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21. Create Reading Parameters Example: Create the Temperature reading parameter Step 1: Open the Reading Parameters window
1. Click on Configuration button 2. Click on Plant 3. Click on Reading Parameters
Step 2: Record the new Reading Parameter
1. Click on New 2. Fill the Code 3. Fill the Description 4. Fill the Unit 5. Click OK to save
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22. Create Reading Points (for a Reading Parameter) Example: Create a reading point for Temperature parameter on an item Step 1: Open the Reading Points window
1. Select Plant module 2. Select the Item 3. Right click → Reading Points
Step 2: Create the new Reading Point on the item
1. Click on New 2. Select the Parameter 3. Fill Minimum, Maximum, Alarm 1, Alarm 2 fields 4. Click OK to save
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23. Record the reading of a Reading Point Option 1: Record a new reading on the Reading Points window of an item Step 1: Open the New Reading window of a Reading Point and record the reading
1. Select the Parameter row for which you want to record the reading 2. Right click on the records area and click on New 3. Indicate the Record 4. Click OK to save
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Option 2: Record a new reading on the Readings tab of a WO Step 1: Open the WO window and select the Reading s tab
1. Select the Readings tab 2. Click on New 3. Select the Parameter row 4. Click on Go To
Step 2: Open the Reading window of a Reading P oint and record the reading
1. Select the Parameter row for which you want to record the reading 2. Click on Open 3. Indicate the Record 4. Click OK to save
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24. Define Required Time (RQT) Example: Setting operation Required Time of an item Step 1: Open the Required Times window
1. Select Plant module 2. Select the Item 3. Right click → Times → Required Time
Step 2: Create the New Required Time of the item
1. Click on New 2. Select the Date from which this RQT is accounted by the application 3. Edit the schedule (Start and End) or the Required Time (RQT Day) for the week (from Monday till Sunday) 4. Click OK to save
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25. Define Operating Time (OPT) Example: Setting Operating Time of an item Step 1: Open the Operating Times window
1. Select Plant module 2. Select the Item 3. Right click → Times → Operating Time
Step 2: Create the New Operating Time of the item
1. Click on New 2. Select the Date from which this OPT is accounted by the application 3. Select the intended option. In this case, OPT=RQT-DTRM: RQT - Required Time DTRM - Down Time Related to Maintenance 4. Click OK to save
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26. Record Down Time (direct record) Example: Direct Down Time record of an item Step 1: Open the Down Time window
1. Select Plant module 2. Select the Item 3. Right click → Times → Down Time
Step 2: Create the New Down Time for Object
1. Click on New 2. Pick on Down State column all the levels that undergo down time (only the item, or the item and the levels above) 3. Edit on From and To columns the date and time of down time 4. Click OK to save
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27. Create the FMEA Tree – Failure Modes Option 1: On the Failure Modes window Example: Create the FMEA Tree for BO - Boiler item type Step 1: Open the Failure Modes window
1. Select Work Orders module 2. Click on Tools button 3. Select Failure Modes
Step 2: Create the FMEA Tree for each Component of each Item Type Note: The list/tree of item types and their components were previously created on Configuration button (see Configuration user’s manual)
1. Select on the tree the Component for which you want to develop the FMEA tree 2. Click on New 3. Select the Symptom intended (or create a new one by clicking on New on Symptoms window) 4. Click on Go To Navaltik Management, Lda.
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1. Select on the tree the Symptom for which you want to develop the FMEA tree 2. Click on New 3. Select the Cause intended (or create a new one by clicking on New on Causes window) 4. Click on Go To
Step 3: Link the Corrective Action(s)
1. Select on the tree the Cause for which you want to develop the FMEA tree 2. Click on New 3. Select the Standard Work Description intended (or create a new one by clicking on New on Standard Work Description Library window) 4. Click on Go To
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Option 2: By completing Diagnosis and Work Descriptions tabs on the WO Example: Create the FMEA Tree for PU - Pump item type Step 1: Fill the Diagnosis tab (when you are registering a WO)
1. Select the Diagnosis tab 2. Select Component, Symptom and Cause
Step 2: Fill the Work Descriptions tab (when you are registering a WO)
1. Select the Work Descriptions tab 2. Click on New and it appears 3 options: a) Work Description Library: access to the Standard Work Descriptions Library, to choose a Standard Work Description already created or to create a new one b) New Work Description: allows to create a new Standard Work Description on the Library c) Failure Modes: access to the FMEA tree, to select corrective actions for the diagnosed situation Assuming that, for the diagnosed situation, there is still no Standard Work Description on the Library neither corrective actions on the FMEA tree, select New Work Description option
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1. Fill the Code 2. Fill the Description 3. Fill the Plan.TM (H) 4. Select New Standard Work Description option, if you want this Work Description saved in the Library 5. Describe the tasks to be realized on the Tasks tab In the other tabs (Man-Hours, Stock Items, Other, Documents) you can estimate/attach all the resources for this work: Man-Hours and its cost Materials and its cost Suppliers and its cost Documents with relevant information for this work (check 11th, 12th and 13th chapters of this manual) 6. Click OK to save
Step 3: Check the automatic development of the FMEA tree (after terminate the WO)
1. Select Work Orders module 2. Click on Tools button 3. Select Failure Modes 4. Check the developed tree (item type + component + symptom + cause) and their corrective action(s) (work description) to the diagnosed situation registered on the WO
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28. Create a Simple Indicator Example: Create the MTBF – Mean Time Between Failures indicator Step 1: Open the Technical Indicators window Note: The process of creating indicators is equal for any indicators type (economic, technical, organizational or custom) 1. Select Dashboard module 2. Click on Indicators button 3. Select Technical Indicators
Step 2: Create the new simple Technical Indicator
1. Click on New / Simple 2. Fill the Code 3. Fill the Description 4. Select the indicator’s Analysis Period 5. Fill the Year (if that was the option selected on Analysis Period) 6. Select the indicator’s Indicator Result 7. Choose the option for which the indicator you want to calculate is Applied (if you choose Systems, Items, Cost Centers or Clients, click on New and select what you want) 8. Click on Formula to edit the indicator’s formula
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Step 3: Edit the Technical Indicator’s formula
For this example: 1. Click on Automatic Parameters 2. Select OPT - Operating Time (double click) 3. Click on division sign 4. Click on Automatic Parameters 5. Select NFA - Number of Not Planned WO (double click) 6. Click on OK
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Step 4: Compute the Technical Indicator
1. Click on Compute 2. Click OK to save
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29. Create a Compound Indicator Example: Create the indicator that compute the percentage of pump 1 corrective work orders versus pump 1 and 2 corrective work orders Step 1: Open the Custom Indicators window Note: The process of creating indicators is equal for any indicators type (economic, technical, organizational or custom) 1. Select Dashboard module 2. Click on Indicators button 3. Select Custom Indicators
Step 2: Create the new compound Custom Indicator
1. Click on New / Compound 2. Fill the Code 3. Fill the Description 4. Select the indicator’s Analysis Period 5. Fill the Year (if that was the option selected on Analysis Period) 6. Select the indicator’s Indicator Result 7. Click on Formula to edit the indicator’s formula
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Step 3: Edit the Compound Custom Indicator’s formula
For this example: 1. Open parenthesis 2. Click on Automatic Parameters 3. Select NFA - Number of Not Planned WO (double click) 4. Click on Items 5. Select PUM-0001 (double click) 6. Click on “division” sign 7. Open parenthesis 8. Click on Automatic Parameters 9. Select NFA - Number of Not Planned WO (double click) 10. Click on Items 11. Select PUM-0001 (double click)
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12. Click on “plus” sign 13. Click on Automatic Parameters 14. Select NFA - Number of Not Planned WO (double click) 15. Click on Items 16. Select PUM-0002 (double click) 17. Close parenthesis 18. Close parenthesis 19. Click on “multiplication” sign 20. Enter the number “100” 21. Click on OK
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Step 4: Compute the Compound Custom Indicator
1. Click on Compute 2. Click OK to save
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30. Edit values on a Manual Parameter Note: You can introduce values for manual parameters in the systems (at any level of Functional Organization), cost centers and maintenance items Step 1: Open the Analysis window
1. Select Plant module 2. Right click on a System/Cost Center/Item 3. Select Analysis
Step 2: Change for Manual Parameters view
1. Click on Manual Parameters
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Step 3: Choose the Parameter and edit the values
1. Click on a New 2. Click on Parameter and select the one that you want 3. Indicate the Year 4. Edit the values of that parameter for that year 5. Click OK to save
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31. Create Maintenance Budgets Step 1: Open Maintenance Budget window
1. Select Costs module 2. Click on Budgets
Step 2: Create a New Maintenance Budget
1. Click on New 2. Fill the Code 3. Fill the Description 4. Select Start and End dates 5. Select the Account you want to budget 6. Click on New 7. Select the Cost Center for that Account that you want to budget 8. Edit the Budget value for that Account and Cost Center 9. Click on OK to save Repeat from point 5, as many times as the entries to be budgeted. Navaltik Management, Lda.
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32. Consult Budget Control Step 1: Open the Maintenance Budget window
1. Select Costs module 2. Click on Budgets
Step 2: Open the Budget Control window of a Maintenance Budget
1. Select the Maintenance Budget row for which you want to consult the Budget Control 2. Click on Budget Control button 3. (optional) Filter the Account and/or Cost Center 4. Select the analysis period 5. Click on Compute
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