Tm Master Manual

Table of Contents WELCOME........................................................................................................................8 TMMaster .....................................................................................................................................8 Who we are ...................................................................................................................................8

INTRODUCTION..............................................................................................................9 Introduction...................................................................................................................................9 Main functions: .............................................................................................................................................9 Main design criteria: ......................................................................................................................................9 Other facilities: .............................................................................................................................................9

...................................................................................................................................................9 Development Tools: .....................................................................................................................................10 Hardware Requirements: ...............................................................................................................................10 System Background: ....................................................................................................................................10 Interfaces:

How to use the TMMaster Help System.....................................................................................11

INSTALLATION.............................................................................................................12 Install TM-Master from CD........................................................................................................12 Install TM-Master on a network .................................................................................................12 Install TM-Master from floppy disks..........................................................................................12 Install the database......................................................................................................................12

BACKUP AND RESTORE.............................................................................................13 The importance of backup ..........................................................................................................13 Make a backup of the database ...................................................................................................14 Restore the database....................................................................................................................17

REPAIR AND COMPACT.............................................................................................20 Repair and compact the database................................................................................................20

TM-MASTER BASIC CONCEPTS...............................................................................23 The TM-Master Screen...............................................................................................................23 Standard Windows Terms...........................................................................................................24 Additional Terms and Functions.................................................................................................24 TM-Master Permission Levels....................................................................................................25 Permission level Access..............................................................................................................25

WORKING WITH WINDOWS IN TM-MASTER......................................................26 Activate a button or window.......................................................................................................26 Mark a field or item ....................................................................................................................27

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Adjust the size of a window........................................................................................................27 Move a window ..........................................................................................................................27 View a window using scroll bar .................................................................................................27 View a wholly or partially concealed window ...........................................................................28 Close a window...........................................................................................................................28

THE COMPONENT LIST..............................................................................................29 Select a division and-or system ..................................................................................................29 Select a component and-or subcomponent .................................................................................29

THE COMPONENT SPECIFICATIONS.....................................................................30 View component specifications ..................................................................................................30 Update component memo ...........................................................................................................31 View / change component suppliers and suppliers details..........................................................32

THE COMPONENT SPARE PARTS ...........................................................................33 View component spare parts.......................................................................................................33 View spare part details................................................................................................................35 Update spare part memo .............................................................................................................36 Withdraw spare parts from stock ................................................................................................37 Mark spare parts for ordering .....................................................................................................38 View a picture or a document of a spare part group ...................................................................39 View spare part suppliers............................................................................................................40 View-add stock to location .........................................................................................................41

THE COMPONENT JOBS.............................................................................................42 View component jobs .................................................................................................................42 View job details ..........................................................................................................................44 Postpone job................................................................................................................................45 View job history, reports and spare part consumption ...............................................................46 The job history window ..............................................................................................................47 Write independent service report ................................................................................................48 Sign out finished jobs .................................................................................................................49

THE COMPONENT HISTORY ....................................................................................50 View component history, reports and spare part consumption...................................................50

BUDGET...........................................................................................................................52 Budget and Cost Analysis...........................................................................................................52 Budget.........................................................................................................................................53 Cost Analysis ..............................................................................................................................55

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THE MAINTENANCE DUE CALCULATION ...........................................................56 View maintenance due schedule.................................................................................................56 The maintenance due calculation window..................................................................................59 Continous Machinery Survey (CMS- and S-codes)....................................................................59 View job details in Maintenance Due Calculation .....................................................................60 Sign out finished jobs in Maintenance Due Calculation.............................................................61

THE SPARE PART ORDER SYSTEM ........................................................................64 The order processing main menu................................................................................................64 Processing an order or requisition in general..............................................................................65 Select items to be ordered or requested (Step 1).........................................................................66 Create an order (Step 2.1a) .........................................................................................................67 The Order Head card. ............................................................................................................................69 The Dedicated Components Card..........................................................................................................71 The Order Items Card ............................................................................................................................72 The Free Items Card ..............................................................................................................................73 The Comments Card..............................................................................................................................74 The Order History Card.........................................................................................................................75

Create a Free Line Order (Step 2.1b)..........................................................................................76 Preview - Print and approve an order (Step 2.1c).......................................................................76 Create a requisition (Step 2.2a)...................................................................................................77 The Order Head card. ............................................................................................................................79 The Dedicated Components Card..........................................................................................................80 The Order Items Card ............................................................................................................................81 The Free Items Card ..............................................................................................................................82 The Comments Card..............................................................................................................................83 The Order History Card.........................................................................................................................84

Create a Free Line Requisition (Step 2.2b).................................................................................85 Preview - Print and approve a requisition (Step 2.2c) ................................................................86 Receive an Order or a Requisition (Step 3) ................................................................................87 Receive a Free Line Order or Requisition ..................................................................................89 Cancel an Order or a Requisition................................................................................................90 The order processing options menu ............................................................................................91 The Orders, Req. and Rest Order Window .................................................................................92 The Finished Orders Window.....................................................................................................93

THE ADDRESS LIST .....................................................................................................94 Search for a company .................................................................................................................94 View company details.................................................................................................................96 Update company details..............................................................................................................96 Add a new company ...................................................................................................................97

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View, update or add new contact person ....................................................................................97

THE SEARCH FUNCTION ...........................................................................................98 Perform a search .........................................................................................................................98 Search for a component ............................................................................................................100 Search for a spare part ..............................................................................................................101 Search for a specified history....................................................................................................102

THE PRINT FUNCTION .............................................................................................104 Print a report of an active window............................................................................................104 Available Reports .....................................................................................................................105

TM-MASTER BASIC MODE ......................................................................................106 Enter Basic data list ..................................................................................................................106 The template window................................................................................................................106 Create a new system .................................................................................................................107 Create a new component in the component template window..................................................108 Edit existing template ..................................................................................................................110 Edit information of an existing component.....................................................................................110

Mount - Dismount circulating components ..............................................................................111 Create and link a spare part group or spare part .......................................................................115 Locations window.....................................................................................................................117 Delete spare part group or spare part ........................................................................................117 Add - delete pictures or documents in the database..................................................................118 Create a new job for a component ............................................................................................119 Link a spare part to a job ..........................................................................................................121 Edit job specifications or cancel job for a component ..............................................................121 Delete spare part linked to job ..................................................................................................122 Copy jobs from one component to another...............................................................................122 The utilities command ..............................................................................................................123

SUPER USER MODE ...................................................................................................124 Enter Super-User mode.............................................................................................................124 Chart of Accounts .....................................................................................................................126 Edit list of component types .....................................................................................................126 Edit list of component category ................................................................................................127 Import component categories....................................................................................................127 Edit list of job types ..................................................................................................................128 Edit list of job priorities ............................................................................................................128 Edit list of job postpone reasons ...............................................................................................129

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Edit list of remarks....................................................................................................................129 Edit list of conditions................................................................................................................130 Edit list of reasons why job was done.......................................................................................130 Edit list of symptoms ................................................................................................................131 Edit list of unit of measurement................................................................................................131 Import standard UOM...............................................................................................................132 The codes of the order system ..................................................................................................132 Edit list of division and applicaton ...........................................................................................133 Edit list of experiences with suppliers ......................................................................................133 Edit list of department...............................................................................................................134 Edit list of quality assurance status...........................................................................................134 Edit list of users and users permissions ....................................................................................135 Edit list of number construction................................................................................................137 Check Component Structure.....................................................................................................137 Check database consistency......................................................................................................138

THE FILE MENU..........................................................................................................139 Import Shipnet Address File .....................................................................................................139 Import Shipnet Budget File.......................................................................................................141 Import Chart of Accounts .........................................................................................................142 Add SRF Template ...................................................................................................................143 Transfer the due list to the office ..............................................................................................143 Exit............................................................................................................................................144

THE OPTIONS MENU.................................................................................................145 Edit the address list ...................................................................................................................145 Edit crew list .............................................................................................................................145 Edit the location list ..................................................................................................................146 Edit the Currency list ................................................................................................................147 Update running hours................................................................................................................148 Edit the running hour list ..........................................................................................................149 Circulating components ............................................................................................................149 Icons..........................................................................................................................................150

THE COMMUNICATION FUNCTION.....................................................................151 Transfer data to office...............................................................................................................151 TM-Master Ship - Shore Communication and purchase facility ..............................................151

THE SELECT VESSEL FUNCTION. ONLY FOR OFFICE ..................................152 Select vessel database. Only for office .....................................................................................152

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How to add vessels. Only for office .........................................................................................152

THE E0 SYSTEM (UMS) .............................................................................................153 General Functions .....................................................................................................................153 Enter E0 mode and view systems, components and alarms.................................................................153 View alarm specifications ...................................................................................................................154 View lists of alarms .............................................................................................................................155 View lists of jobs .................................................................................................................................156 View Job Details in E0 ........................................................................................................................157 E0 Service Reporting...........................................................................................................................158 E0 Jobs Done.......................................................................................................................................159 View job’s history ...............................................................................................................................159 View E0 maintenance due schedule ....................................................................................................160 Sign out single jobs .............................................................................................................................162 Signing out multiple jobs.....................................................................................................................163

Basic Functions.........................................................................................................................164 Create a new alarm ..............................................................................................................................164 Edit alarm details or delete alarm ........................................................................................................166 Create a job for an alarm .....................................................................................................................167 Edit job specifications or delete job for an alarm ................................................................................168

The Alarm Codes ......................................................................................................................169 Edit list of alarm components..............................................................................................................169 Edit list of alarm systems.....................................................................................................................169 Edit list of alarm types.........................................................................................................................170 Edit list of E0 job types .......................................................................................................................170 Edit list of E0 job remarks...................................................................................................................171 Edit list of units of measurement .........................................................................................................171 Edit list of suppliers.............................................................................................................................172

SRF (STANDARD REPORT FORMS) .......................................................................173 Introduction...............................................................................................................................173 Welcome to TMMaster SRF (Standard Reporting Form) module. .....................................................173 TMMaster SRF facilities: ......................................................................................................................................173

What's new in this version ...................................................................................................................173 System requirements ...........................................................................................................................173

Templates..................................................................................................................................174 Introduction to templates .....................................................................................................................174 Excel Templates ..................................................................................................................................174 How to create an Excel template: ...........................................................................................................................174

Adding auto fields to the Excel template: .........................................................................................................175

Word Templates ..................................................................................................................................176 How to create a Word template: .............................................................................................................................176 Adding auto fields to the Word template: ................................................................................................................176

ITForm Templates ...............................................................................................................................177 Adding templates to TM-Master .........................................................................................................178 Auto fill field list .................................................................................................................................179

Name.........................................................................................................................................179

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Content......................................................................................................................................179 Using TM-SRF and TM-Master ...............................................................................................180 TM-SRF introduction ..........................................................................................................................180 Previewing templates...........................................................................................................................180 Connecting SRF's to jobs.....................................................................................................................180 Filling in SRF's when signing out jobs ................................................................................................184

TYPE APPROVAL PROGRAM..................................................................................186 TMMaster type approval certificates ........................................................................................186 DnV (Det Norske Veritas)...................................................................................................................186 Lloyd's Register...................................................................................................................................188 Germanischer Lloyd ............................................................................................................................189

Implement PMS, Mark 'Class related jobs', Define CMS codes...............................................190 Improve maintenance for critical equipment ............................................................................192 How to obtain complience with the revised PMS requirements for TMMaster .......................194

CONTACTING TERO MARINE AS..........................................................................198 Tero Marine Headquarters:.......................................................................................................198 post@teromarine.no..................................................................................................................198

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Welcome TMMaster

This is the Help file for the TM-Master maintenance system.

Who we are Team Tero Marine:

Picture taken at the agent meeting year 2000.

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Introduction Introduction TM-Master Windows based Planned Maintenance and Spare Part Control System for Ship Management ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Main functions: Equipment and Inventory control Spare part stock control Purchase and order processing Maintenance planning with work order processing and reporting Maintenance and service history, with details including condition, reason, symptoms, manhours, etc. y Analysis of maintenance history y Survey and certificate control ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ y y y y y

Main design criteria: y y y y y y y

Well arranged and logically designed menus with graphic user-interface. Use of standard Windows functions and facilities. Flexible component coding system. Unlimited number of structure levels. Multiaddress-link of components, spare parts and maintenance routines. No limitation with regard to no. of main and sub departments. Clear division into primary and secondary information. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯

Other facilities: y y y y y y y y y

y y y y y y y

Free selection of maintenance categories. Free selection of maintenance reporting parameters such as conditions, reasons and symptoms for any maintenance activities. Maintenance Planning Calender (version 2). Separate overview of unplanned maintenance and postponed activities. Two frequencies available for each maintenance routine, based on both time and running hours (e.g. once a year or every 2000 hours). Analysis of damages and frequent breakpoints. Recording and analysis of close break-downs, damages, etc. in order to gain experience and avoid future accidents (version 2). Analysis of Maintenance experiences. Standard forms for equipment specifications, maintenance activities and reporting for management of «circulating» components both within one vessel and between several vessels within the fleet. Free design of requisition-, purchase order-, inquiry-, and maintenance report forms. Invoice control functions. Unlimited number of alternative suppliers with price and delivery time on the spare part level. Currency tables. Multiple languages. Password protection. Available user levels: Super user, Master user, Restricted Master user and Read only user. On Screen Help (version 2). ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯

Interfaces: y y y y y

Condition based monitoring equipment such as vibration or SPM equipment (version 2). Alarm monitoring systems for On-line updating of running hours, etc. Accounting systems (version 2). Different Mail systems. Scanned drawings.

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y y

Purchase manuals on floppy disks or CD-ROM. Electronic Documentation Systems, e.g. Instruction manuals, etc. on CD-ROM. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯

Development Tools: y

Visual Basic, Visual C++ and Access with SQL from Microsoft. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯

Hardware Requirements: y y y y y

486 processor (Pentium recommended) 16 Mb Ram (32 MB recommended) 40 - 50 Mb free diskspace SVGA monitor CD-Rom ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯

System Background: y y y

Experience gained with the DOS based Sk-Master Planned Maintenance and Spare Part Control system since 1983, mainly designed for Ship Management. More than 650 installations onboard various types of vessels. Continuous feed-back from existing users of Sk-Master during the development of TMMaster.

All information from existing installations of Sk-Master can be converted to TM-Master.

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How to use the TMMaster Help System

In TMMaster push “Help” and then “Help again to open the TMMaster help file. You have three different ways to search : When you choose Contents you open a window similar to this :

1.

Find the book (

)where your topic (

2.

Click once on the

with your left mouse button, a

and the book will be displayed open (

) is situated. will be displayed instead of the

). The topics (

)are listed below the open

book. Find your topic ( ) and click on it once with your left mouse button, The topic will be displayed in the field to the right. When you choose Index you open a window similar to this :

1.

Type the first word of your search into the . The Topic starting with the keyword you have typed will be listed in the field below.

. The topic will be displayed in the field to the right. 2. Choose your topic and press When you choose Search you open a window similar to this :

. 1. Type the word or phrase you want to search for and press Note ! When you search for phrases you must put a " in front and at the back of the phrase, as shown above "Create an order". 2. The topics containing your word or phrase will be listed below. Choose your topic and press . The topic will be displayed in the field to the right.

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Installation Install TM-Master from CD

1. 2. 3. 4.

Start Windows. Insert the TM-Master CD-Rom.. If the Setup program does not start automatically on your machine, run AUTORUN.EXE from the CD-Rom. Follow the on-screen prompts to select and install the desired selection.

Install TM-Master on a network

1. 2. 3. 4.

Install TM-Master on the server or a shared workstation if your network does not have a server. When TM-Master is installed on the server or shared workstation then run the program WKSETUP from all workstations that are going to use TM-Master. If you must reboot the computer before installation of WKSETUP.EXE is complete then rerun the file WKSETUP.EXE. The file is located under the main directory on the server / workstation ex : G:\TMMASTER\WKSETUP\WKSETUP:EXE

Install TM-Master from floppy disks

1. 2. 3. 4. 5.

Start Windows. Insert disk 1 in drive A. Press Start and select Run. In the command line field, write A:\SETUP. Then select OK. Follow further instructions for installing the program. When all disks has been installed, the TM-Master is ready for use.

Install the database

Note ! This operation is done only once. (After initial installment of the TM-Master) 1. Insert the diskette named “Database” into the drive. 2. Press Start and select Run. 3. In the command line field, write A:\SETUP. Then select OK. 4. Follow further instructions for installing the database.

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Backup and Restore The importance of backup

It is very important to make a backup of the databases at regular intervals. The intervals may vary, but a backup should be taken at least once a week. Or whenever a lot of Spareparts, Jobs etc. have been added to or signed out in TMMaster. It is also very important to use multiple backup sets, because of the fact that diskettes have a limited lifetime. This applies on every kind of backup system used, (tape,cd,diskettes etc.) The worst case scenario is that a backup has never been made. And if an error occurs in the shipdatabase or the hard drive crashes, it may be necessary to go back to the original database made by Tero Marine AS when TMMaster was installed on the ship for the very first time. All history will be lost.

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Make a backup of the database This program backup all required databases, i.e. spare parts, maintenance, E0/UMS and standard reporting forms. The information is compressed and stored in files in this format “TMBACKUP.ZIP” 1.

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2.

Press the Start button in windows then select Program, select TM-Master then select TMBackup. Click on the Backup button.

3.

Select the ship you want to backup, then press the Start backup button.

4.

Choose where you want to save the backup in the "Save in:" field. Click on the arrow and choose where you want to save. (Normally to a:)

5.

You will now be prompted to insert a diskette.

6.

When you click on the "Save" button a small warning window will now inform you that all files on the disk will be deleted, if you are sure you are using the correct diskette, press the OK button to continue.

7.

The files will now be backed up.

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Note ! You should not use the same set of disks for backup every week. Have at least three or four different sets which you use alternatively. Do not use these disks for other purposes. 8.

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When the Backup is completed, you will get a summary of which files have been backed up,and a success message. Press OK then Exit to close TM-Backup.

Restore the database

1. 2.

Press the Start button in windows then select Program, select TM-Master then select TMBackup. Click on the Restore button.

3.

Choose the correct path to your backup set in the "Look in:" field. Click on the browse to your backup set, (e.g. a:).

4.

When you chose a:, you will be prompted to insert a diskette.

and

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5.

You will be prompted to insert the last diskette from the backup-set. Press OK to continue.

6.

Check that the “restore to folder” is the correct destination for your files, if not use the DropDown list.

7. 8.

Mark the check box left of the files you want to Restore, and press the Start Restore button. If the files you choose to Restore already exist you will get a warning, choose Yes to continue if you have chosen the correct files to restore.

9.

The file(s) will be restored.

10. When your file(s) have been restored, you will get a summary of which files you restored. Press OK to continue.

11. You may now exit the TM-Restore window by choosing Exit.

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Repair and Compact Repair and compact the database TM-Repair and Compact is a utility for repairing and compacting databases used by TM-Master. The database files will become defragmented when used. This causes the databases to become larger than necessary. The database may also become slower. If you are responsible for the maintenance of the databases, you’ll need to perform a number of system-oriented tasks from time to time, such as compacting the database and repairing it if it becomes corrupted. To make this task as easy as possible for our users, we have made TM-Repair and Compact. Important: Make sure there are no users logged on to the databases that you are going to compact. The databases in use will not be compacted. If you are going to take a backup of the databases or when you get this message it is time to use TMRepair and Compact.

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1.

Press the Start button in windows then select Program, select TM-Master then select TMRC.

2.

Select the check box next to the database that needs repair and compact.

3.

Select the Compact button to start repair and compact.

4. When you have chosen compact, the database will be repaired and compacted. 5. When TM-Repair and Compact is finished, you will get one of the following messages : This Compact log error window, displays any errors that may have occurred. If you have a network this is a common error, make sure no other computers are logged into TMMaster.

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If no error occurred , this success message will appear. Press the OK button to continue.

6. 7.

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Select the Print button to document any errors or which databases that has been repaired and compacted. Select the Exit button to exit TM-Repair and Compact.

TM-Master Basic Concepts The TM-Master Screen

The TM-Master Screen consists of windows, menu and different types of bars. The features described below are common for all TM-Master screens.

Example: TM-Master screen with Component List window active. This is the screen which first appears when you enter TM-Master.

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Standard Windows Terms

The following terms are common to all Windows applications, including TM-Master. Control Menu: A menu with commands for managing windows, including Move, Size and Close. Common to all windows. Title Bar: The highlighted bar at the top of the screen. Contains the name, level, date and user of the active application, in this case TM-Master. Common to all windows. Menu Bar: Horizontal line located below the Menu Bar. Contains menu selections for the active window. Click on a word, and that menu will appear. Common to all windows. Tool Bar: A bar containing graphic buttons for the most used functions in the active window. Press on a button and the window or function will appear. Scroll Bar: A horizontal or vertical bar that appears if the contents of a window is larger than the window itself. The scroll bar in these cases allows you to view all parts of the active window. Common to all windows. Active window: The window you are currently working in. The active window always appears at the front of the screen. The title bar of the active window is highlighted. Common to all windows.

Additional Terms and Functions

The following terms and functions are specific to the TM-Master windows. The “Esc” key : Used to close active window in TM-Master. The Menu Bar Selections File

Import Shipnet Address File Import Shipnet Budget File Import Chart of Accounts Add SRF Template Transfer the due list to the office Exit

Edit

Copy Cut Paste Access to Basic functions Access to System Setup etc.

Options

Available menu selections for active window. (varies)

Applications

Available TM-Master applications or external modules. e.g. Personnel/Crewing list, E0, Provision Module etc.

Windows

List of open windows.

Help

Lists TM-Master information, including version number.

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TM-Master Permission Levels The following user permissions can be selected in TM-Master. For further instructions on how to edit user permission levels view "Edit list of users" in "Super User Mode".

Permission level Access Super User

Exclusive rights to define systems and codes incl.exclusive rights to define new users with permissions. Shall not be used for ordinary TM-Master function.

Superior

Access to all ordinary functions as for Modify permission. Exclusive rights to: - approve orders and requisitions. - create and send communication files. - rights to sign out CMS, Survey and Certificate renewal jobs.

Modify

Access to all ordinary functions, including the Basic mode functions.

Modify restricted

Access to all ordinary functions, except the Basic mode functions.

Read Only

Read only access. Can not make any changes to the database.

No Permission

User can not view or make any changes to the specific level.

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Working with windows in TM-Master Activate a button or window Tm-master window. A field which opens up with information is called a window. More than one window can be open at the same time, but only one window can be active. Each window has a title bar at the top, giving the name of the window. When the title bar is highlighted, the window is active. Otherwise the title bar is grey. Each window also has several items which may be activated, either to select an option, to perform a task or to mark a component or spare part. To “choose” such items you use the mouse, which controls the pointer on the screen. There are several ways to open a window in TM-Master. The exact method depends on the window, and will be explained under the title of each window later in this manual. However, here is a short guide on how to work with windows in TM-Master once they are open.

Activate a button or window: 1. Move the pointer to the button or window you wish to activate, using the mouse. 2. Click the left button on the mouse once. Once the computer has been given a task, the pointer will turn into a hourglass to indicate that the computer is working. Do not use the pointer until it has become an arrow again, after the task is completed.

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Mark a field or item 1. 2. 3.

Move the pointer to the field or item you wish to mark, using the mouse. Click the left button on the mouse once. If you have marked an item, the item's background will become blue. If you have marked a field, this will become blue as well, with a blinking cursor to indicate where the text should be entered.

Adjust the size of a window A window can be moved or have its size changed, for instance if it is covering another window. This is done by using the pointer (mouse). 1. Move the pointer to the corner or side of the active window where you wish to adjust the size, until a double ended arrow appears. 2. Click the left button and hold it down. Move the pointer outwards or inwards to adjust the size. An outline of the window will follow the pointer, to help you get the right size. 3. Release the left button when the outline has the size you want the window to have. The window will immediately readjust to its new size.

Move a window 1. 2. 3.

Move the pointer to the title bar of the window you wish to move. Click the left button and hold it down. Move the title bar to where you wish the top of the window to be, holding the left button down. An outline of the window will follow the pointer, helping you to position it. Release the left button when the outline is where you want the window to be. The window will immediately reappear in its new position.

View a window using scroll bar If the list of components, remarks or memos are too long to fit the window, a scroll bar will appear on the right side of the window. The square in the middle between the two arrows will move up or down the list, to indicate where you are on the list. 1. To move up or down the list, click on the arrows at the top or bottom of the scroll bar. Repeat until you can see the desired information in the window. or 2. Move the pointer to the indicator square. Press and hold down the left button on the mouse and drag the square to where you want it to be on the path between the arrows. Release the left button.

Note ! The square can not be dragged outside the path.

27

View a wholly or partially concealed window The last window you work with will always have status as the active window. This window will be positioned at the front of the screen and may wholly or partially cover other windows. However, this does not mean that you can not work with or view these windows at the same time. 1. Choose the Window menu from the menu bar, and click on the title of the window you want to activate. You will then bring the window to the front of the screen. or 2. Move the pointer to any part of the window you wish to work with or view. Click the left button once to activate the window and bring it to the front of the screen. 3. If the window you wish to see is completely hidden by other windows, move or close these until you can see a part of the window you want. Click on any part of the window to bring it to the front.

Close a window Some windows closes automatically when you are finished working with them. However, most windows in TM-Master gives you the option to perform more than one task, in which case they stay open. When you have finished working with one of these windows, it is recommended that you close it yourself to avoid having too many windows open at the same time. 1. Make sure that the window you want to close is active. (The title bar is highlighted) 2. In TM-Master, press the Esc key to close the active window. or

28

in the top right corner of the window you wish to exit to close the window.

3.

Choose the

4.

If you are in other Windows applications, such as Word or Excel, select the right corner of the window you wish to exit.

in the top

The Component List Select a division and-or system

The component list window The Component list is one of the major elements in the TMMaster Main Menu and is always placed at the left side of the screen. When starting TMMaster the component list displays the system levels, normally according to the SFI group system. Alternative coding systems can be used. The system can be setup with more than one division and a separate component list for each division. (this operation has to be done by Tero Marine AS). For a ship based PMS system all the equipment are normally defined in one component list (division) named Ship General. On the job level the different maintenance routines can be dedicated to departments ( Machine, Deck, Electrical, etc.). The department can be specified when creating a Maintenance Due Schedule, in order to get separate job lists for each department. Select a division and/or system: 1. 2. 3.

Choose the division list box to view options. Mark the division using the arrow-keys or the pointer,and press enter/double-click left button. Mark the system using the pointer.

Select a component and-or subcomponent

is displayed in front of the SFI number, the Where an open file symbol e.g. system has one or more subcomponents. Similarly, an open file symbol in front of the component SFI numbers indicates that the component has one or more subcomponents. If a closed file symbol e.g. is displayed, no further subcomponents exist. Select a component and/or subcomponent: 1. Choose the system where the component belongs. 2. Press enter or double-click the mouse to view the next level of components. 3. Repeat the process until the desired component or subcomponent is found. Mark the component / subcomponent using the pointer.

29

The Component Specifications View component specifications

1. 2.

Mark the component in the component list and choose A window will open on the right hand side of the screen showing the component specifications. To view specifications for another component, mark that component in the Component List (Left window). The Component Specification window will be updated automatically. Note ! For instructions on how to edit component details, please view TM-Master Basic Mode page Edit information of an existing component. 3. To copy the specifications to a report, select Copy specification in the Edit - menu. This will copy the specifications to the clipboard. The text can then be pasted into Notepad, Word or another text editor.

4.

To exit the Component Specifications window, press the Esc key or select use the close (x) button.

again or

The component specification window Once a component has been selected, the specifications for that component may be viewed. The following information will be displayed. y Department y Running Hours y Component's full name y Component's short name y Makers name y Makers type y Component's serial number y Main Supplier y Supplier's reference y Component's location(s) y Running hour master y Component's financial account y Spare part master y Category (Choose how critical the component is for the safety onboard) y Circulates (If it is a circulating component) y Charter Provided Component (If the component is hired from an external company) y Component's basic specifications y Component's memo The buttons in the Specification's window. y Select Maker (You can change maker and makers type) (The button will appear when you choose "Options" ... "Select maker/makers type") y Suppliers (You can change main supplier's location, reference, currency and price) y Save (Saves the changes you have made to the specifications window) y Delete (Delete the component) y Link document (Link a picture or a document to the component)

30

Update component memo From the Component Specifications window, the component memo field can be updated. Update component memo: 1. Mark the memo field. 2. Write a new memo or change the existing text. When finished press Save.

31

View / change component suppliers and suppliers details From the Component Specification window, a list of the component suppliers can be accessed and supplier details updated. View component suppliers: In the Component Specification window, choose

y y

and the Suppliers window will open.

To edit the details listed in the Suppliers window, such as the price or the currency, mark that field and enter the new information. Press Enter or choose Save to finish. To change the Template’s main supplier, mark the correct supplier and press

y

To link a new supplier to the template, press In the suppliers window scroll down and mark the supplier you want and press OK. The information of the selected supplier will automatically be entered in the Suppliers window.

y

To delete a supplier, mark that supplier and press

y

Press the

y

To enter a new currency unit or update the exchange rate, choose The currency window will open. Select the currency you wish to update and mark the

then OK.

button to save any changes to the suppliers window.

then enter the field you wish to change. To enter a new currency, press information in the fields. When all details are correct, press Save to finish. Press the Esc key to exit the window.

Note ! The exchange rates may be entered as they are quoted in the press; they do not need to be broken down into single units, eg. 1 DM or 1 Yen. Note ! For further details on how to edit suppliers and supplier details, please view Create and link a spare part group or spare part.

32

The Component Spare Parts View component spare parts

1. 2. 3.

Mark the component in the component list and choose The Spare Parts List window will show the component's spare part groups and the spare parts in each group. To see spare parts in a group, mark the group. To view spare parts for another component, mark the component in the Component List window. The Spare Parts window will be updated automatically.

Note ! For instructions on how to edit spare parts and spare part details, please view Create and link a spare part group or spare part.

4.

To exit the Spare Parts window, press the Esc key or choose close button (x).

again or use the

From the Spare Parts window, details on each spare part may be accessed, as well as who supplies it and all locations where the spare part is stored. The spare parts window Once a component has been marked, the spare parts linked to that component can be viewed. The following information will be displayed: y Spare part groups for that component y Spare parts in each group y Spare part name y Suppliers reference y Location: Main location of spare part. A dot in the column means that a location has not been selected. y IS: Number of parts in stock for all locations. Critical spare parts are marked with yellow if the stock is less than maximum, and marked and with red if the stock is less than minimum. y OO: Number of parts on order or marked for ordering. The buttons in the Spare Part window. y Sort by (You can choose how you want the information of the spare part window to appear by sorting by Name, Position number or Reference number.) y Details (You can view details of the chosen spare part. See View spare part details for further information) y Suppliers (You can view Supplier and you can change delivery days, currency and price) y Stock (You can only withdraw spare parts. If you want to add spare parts in stock you must be in Basic mode) y Link to job (The button is only available when you are linking spare parts to a job from the jobs window) y Link document / Show document (Link a picture or a document to the spare part group, if you have chosen a document the button will change to "show document")

33

34

View spare part details

1. 2. y y y y y y y y y y y y y y y y y y y y

Mark the spare part in the spare parts list, and select A window will appear on the left hand side of the screen showing the following information : Spare part name Short name Critical to safety Maker Makers type Minimum stock UOM (Unit of measurement) Maximum stock Weight In stock: The in stock field is marked with red if the spare part stock level is below minimum On Order (Spare parts to order, use the "To order:" field to set the amount) Withdraw (set the amount of spare parts used with a job or other maintenance) To order (set the amount of spare parts that you want to order) Main supplier Suppliers reference Price Estimated delivery time Spec. shows the general specifications entered in the spare part template. Memo shows specific information about the selected spare part. Consum shows Consumption of the spare part for each of the last three years. The local consumption is the consumption on the component selected, while the total consumption is the total for all components where the selected spare part is used y Codes, choose code used for the spare part The buttons in the Spare Part details window. y Suppliers (view or change information of the supplier, suppliers reference, delivery time, currency and price. See View spar part suppliers for more information.) y Save (to save changes in the details window) y Delete (to delete the spar part)

35

Note ! This window also allows you to withdraw parts and to select parts to be marked for ordering. 3. To exit the Spare Part Details window, press the Esc key or use the close button (x). You will be returned to the Spare Parts window.

Update spare part memo

1. 2. 3.

36

Mark the memo field in the Spare Part Details window. Write a new memo or change the existing text. When finished, select Save and then OK.

Withdraw spare parts from stock

1. 2. 3. 4.

Mark the withdraw field in the Spare Part Details window. Type in the number of spare parts you wish to withdraw. Choose Save then OK. If the part has only one location, the stock will be automatically adjusted. If the part is stored in more than one location, the Withdraw window will appear. Mark the location where the spare parts were taken from, and choose Save then OK. The withdraw window will automatically close.

5.

After completing the spare parts withdrawal, you will be returned to the Spare Parts list window, but with the Spare Part Details window still open. To close this window, mark it and

press the Esc key or use the close button . Note ! You can only withdraw spare parts. If you want to add spare parts in stock you must be in Basic mode

37

Mark spare parts for ordering

1.

In the Spare Parts window, mark the spare part you wish to order and choose The Spare Part Details window will open.

2.

Enter the number of units you would like to order in the “To order” field. Choose Save and then OK.

.You Exit the Spare Part Details window by pressing the Esc key or use the close button will be returned to the Component Spare Parts window. 4. Repeat the process for the other spare parts you wish to order. As you mark spare parts for ordering, the number in the “On order” column (OO) next to the spare parts, will change to the number of parts you wish to order, with a small * next to it. The * indicates that the spare part is on the list of preselected items, “the shopping list”, but that it has not yet been ordered. For details on how to order, please view Processing an order or requisition in general 3.

38

View a picture or a document of a spare part group Note ! The file formats currently supported by the picture module are *.bmp and *.wmf 1. Mark the spare part group in the Spare Parts window. 2. Choose Show document / Link document from the Options menu or Select the Show document / Link document button in the spare part window 3. If you get the message bellow, you must add a document or a picture. (Described in TMMaster Basic Mode page Add - delete pictures in the database)

4.

The default viewer will open the document or show the picture.

5.

Exit the Picture window by marking it and then press the

in the upper right corner.

39

View spare part suppliers

1. 2. y y y y y y y

In the Spare Parts window, mark the spare part for which you wish to view suppliers and press the supplier button The Suppliers window with the list of suppliers for that spare part will appear. Information includes: Supplier's name Supplier's reference Delivery days Currency Own currency price

Supplier's currency price Price changed

To view suppliers for another spare part, select the actual item in the Spare Parts window. 3. 4.

To view details of a suppliers address, mark the supplier and choose Select Contact persons from the Option menu to see the suppliers contact persons. To exit the windows. Mark the window you want to close and press the Esc key or use the close button

40

.

View-add stock to location Note ! Updating the stock can only be done in TM - Master basic mode. View the chapter TM - Master basic mode and the topic Locations window The main location of a spare part is displayed in the location - column of the spare part list. To see other locations where a spare part may be found or add stock to a location, enter the Stock window. 1. 2.

to enter the In the Spare Parts window, mark the spare part then choose Stock window. The Stock window lists all the different locations and the number of items for each location.

Note ! For instructions on how to edit spare part locations, please view The Options menu page Edit the location list. 3. When finished, mark the Stock window and press the Esc key or use the close button .You will be returned to the Spare Parts window.

41

The Component Jobs View component jobs

1. 2.

Mark the component in the component list, and press The Component Jobs window will open, with a short description of the maintenance jobs for that component. The jobs can be sorted by type or by interval. To change method of sorting, mark the method with the pointer. The colour-coding of the due dates indicates the following: y Green = Not due yet y Yellow = Due this week y Red = Overdue In the bottom part of the window, the spare part requirements for each job is displayed as they are marked. Information regarding the present stock and estimated consumption for each spare part is also included. 3. To view jobs for another component, mark that component in the Component List window. The component jobs window will change automatically. Note ! For instructions on how to edit jobs and jobs details, please view Edit job specifications or cancel job for a component.

4.

To exit the Component Jobs window, press the Esc key or choose close button

again or use the

.

The component jobs window The Component Jobs window displays the planned maintenance routines for each component. The following information is included: y Running hours (colour-coded) y Sort by y Job types y Job numbers y Short description of jobs y Job intervals y Job interval type y SRF marked with a * if srf is used for the job. (This column will only be shown if SRF is installed with TM-Master.) y CLS marked with a * if the job is class related. y Due (Next due date (colour-coded)) y Diff (running hours to next due, negative value and red color if overdue) y Spare part(s) for the job The buttons in the Spare Part window. y Details (shows the job details, see View job details for further information) y Jobs done (you can sign out the job) y Delete spare part (delete spare part from job)

42

The Options menu of the Jobs window. y Create service report (use this option when you have performed non scheduled maintenance on the component. See Write independent service report for further information)) y Create a non-scheduled job (use this option when you are going to perform non scheduled maintenance on the component) y Details (shows the job details) y Basic details (use this option to change the jobs job intervals etc. See Create a new job for a component for further information) y History (shows the history for the chosen job) y Jobs done (sign out the job) y Spare parts for the component (link spare part(s) to the job. See Link a spare part to a job for further information) y Change job code (use this option to change the job code)

43

View job details From the Component Jobs window, you can enter the Job Details window to view the full details of each job. This window contains the following information: y System y Department y Component code y Component location y Estimated man hours (to complete the job) y Full description of the job y Instruction book references The buttons in the Job details window. y Job sheet (shows the text from the instruction book reference if used) y Postpone (postpone the job) y Hist (Shows history for the job) y Save (save any changes you make)

1.

In the Component Jobs window, mark the job and choose

2. 3.

Mark the job and choose Details from the Options menu. The Job Details window will open. To view details for another job, mark that job in the Component Jobs window. The Job Details window will be updated automatically.

or

4.

If a reference to an instruction book is available, the documentation may be opened for review by pushing the Job Sheet - button. Note ! A catalog called “TMJobsheet” must be created in the TMMaster directory, and tmmaster.ini must be updated with the line TMJobsheet=c:\tmmaster\tmjobsheet (c: = the HD where TMMaster is installed), and all documents must be stored here. 5. To postpone the job, push the Postpone button and enter a new due date or running hour and choose a reason why you postpone. Push Save when finished. 6. To view the jobs history, push the Hist - button 7.

44

To exit the Job Details window, press the Esc key or use the close button

.

Postpone job It is possible from the Job Details window to postpone a job. Consequently a job that is due can be taken off the due lists and postponed, for instance until the vessel is in dock, until a specified date or a given number of running hours.' 1. 2.

In the Job Details window, choose The Job Details window will change slightly, to allow you to enter a new due date or running hours. Mark the field you want to change and enter a new due date or new running hours limit. If you wish to postpone the job to dock, choose automatically in the appropriate field.

“Dock” will be entered

3. Next choose the postpone reason list box and mark the postpone reason. Note ! You must choose one of the reasons listed, as the system will not accept any others. (For how to enter new reasons into the list, please view Super User Mode page Edit list of job postpone reasons.) 4. Choose Save then OK, to change back to the ordinary Job Details window. . The due Exit the Job Details window by pressing the Esc key or use the close button date or running hours due will automatically change in the Component Jobs window. Although the due date or due hours has changed in the due field, it is possible to search for all postponed jobs. This is done through View maintenance due schedule. 5.

45

View job history, reports and spare part consumption 1.

Mark the job in the Component Jobs window, then choose History from the Options menu.

2.

In the Job Details window choose job.

3. y y y

To view spare part consumption, mark the job and choose open displaying the following information: Spare part name and makers type Estimated spare part consumption Actual spare part consumption

4.

button is not activated after a job has been marked, no spare If the parts were used. To exit the spare part consumption window, mark the window (to activate it), and press the

5.

Esc key or use the close button . If the report text does not fit in the text box, you may click in the text box and view the

or

6. 7. 8.

46

A window will open giving the history for that

A window will

report in a larger window. Use the close button in the window to exit. To view the job history for another job, mark that job in the Component Jobs window. The Job History window will be updated instantly. . You will be To exit the Job History window, press the Esc key or use the close button returned to the Component Jobs window. To copy the History record to a report, select Copy history record in the Edit - menu. This will copy the history record to the clipboard, the text can then be pasted into Notepad, Word or another text editor.

The job history window Through the Job Details window it is possible to view the history for a specific job. The following information is displayed in the Job History window for each job, provided the details were entered when the job was signed out as job done. (please View maintenance due schedule) y Done (When the job was done) y Hrs (The running hours at the time) y Due (When the job was due, month and year) y Job (Type of job) y No (Job number) y Int (How often the job is done) y Sign. (Who signed out the job) y By (Who did the job) y H (How long it took to do the job) y CLS (Marked with a * if the job is class related) y CMS-Code (CMS-Code displayed) y Next (When the job is/was next due, month and year) y SRF (Marked with a * if SRF is used with the job) y Job descr: (A brief job description.) y Remarks (A brief remark as to what was done) y Reason: (Reason why the job was done) y Symptom: (Any symptons discovered) y Cond. before: (Condition before the job was done) y Cond. after: (Condition after the job was completed) y Text box (A full description/report on what was done and the state of the component.) The buttons in the Spare Part window. y Job description (full job description) y Consumption (spare part consumption and reports for each job)

47

Write independent service report From the Component Jobs window, it is possible to write a service report independent of the regular jobs scheduled for the component. The report is similar in format to the jobs done report, and is entered into the Component history as an SRV (Service report). Writing such a report does not affect the due date of regular jobs scheduled. 1. In the Component Jobs window, choose Create Service Report from the Options menu. The Service Reporting window will open.

2.

y

y

Enter the service details. Make sure that all the information is correct, as this becomes part of the jobs history and can not be changed. Note ! You do not have to enter information in all the boxes, but information can not be added after the report has been completed. To enter information:

mark the person who did the job.

mark a remark to the job or enter your own remark in the field.

Choose the

and

Choose the

and

y

Mark the field and enter the number of hours used on the job. Use integral (whole) numbers only.

y

Enter the date at which the job was actually done. Todays date and running hours is entered automatically; to change either mark the field and write the date or running hours.

y

Choose the

and mark

Choose the

and mark

Choose the

and mark

the condition of the unit before the job was done.

y the condition of the unit after the job was done.

y

48

the reason for why the job was done.

y

the symptons observed.

Choose the

and mark

3.

If no spare parts were used, then choose and OK when all the information has been entered. The report will be listed and you will be returned to the Component Jobs window.

4.

If spare parts were used then choose when the information in the Service Reporting window has been entered, choose OK to enter the Spare Parts Consumption window, then choose

5.

6.

7.

8.

Mark the spare part that was used, then choose to open the Spare Part Details window. Enter the number of spare parts used in the withdraw field and choose Save then OK. If the spare part is only stored in one location, you will be returned to the Component Spare Parts window. If the spare part is stored in more than one location, the Spare Parts Locations window will open. Mark the location where the spare part was taken from, then choose Save and OK. Repeat until all spare parts used have been withdrawn from stock, then press the Esc key to return to the Spare Parts Consumption window. Choose returned to the Component Jobs window.

to finish the service report and you will be

Sign out finished jobs In the Component Jobs window, it is also possible to sign out scheduled jobs, similar to the Maintenance Due Window. This function is especially convenient when jobs are done ahead of schedule, and so do not appear in the Maintenance Due window. The function can be used at any time. 1. Mark the job in the Component Jobs window, then choose Jobs Done from the bottom of the jobs window or from the Options menu. 2. Follow the instructions for the Job Done window in The Maintenance Due Calculation page Sign out finished jobs in Maintenance Due Calculation ... 3. When you are finished, you will be returned to the Component Jobs window.

49

The Component History View component history, reports and spare part consumption

1. 2. 3.

4.

Mark the component in the component list, and choose The Component History window will open, with a list of all the jobs done on that component. The jobs are sorted chronologically, with the most recent jobs first. To copy the specifications to a report, select Copy history record in the Edit - menu. This will copy the history to clipboard, and can be pasted into Notepad, Word or another text editor.

y y y

To view spare part consumption for a job, mark that job and choose window will open displaying the following information: Spare part name and makers type Estimated spare part consumption Actual spare part consumption

5.

button is not activated after a job has been marked, no spare If the parts were used. To exit the Spare Part Consumption window, mark the window to activate it and press the

6.

Esc key or use the close button . If the report text does not fit in the text box, you may click in the text box and view the

A

7.

report in a larger window. Use the close button in the window to exit. To view the jobs histories for another component, mark that component in the Component List window. The Component Jobs History window will change automatically.

8.

To exit the Component Jobs History window press the Esc key, use the close button

choose

or

again.

The component history window This window displays the history for each component. Once a component has been marked, all jobs, service reports etc. for that component may be viewed. The following information will be displayed, provided the details have been entered in the database (View maintenance due schedule). y Done (When the job was done) y Hrs (The running hours at the time) y Due (When the job was due, month and year) y Job (Type of job) y No (Job number) y Int (How often the job is done) y Sign. (Who signed out the job) y By (Who did the job) y H (How long it took to do the job) y CLS (Marked with a * if the job is class related) y CMS-Code (CMS-Code displayed) y Next (When the job is/was next due, month and year) y SRF (Marked with a * if SRF is used with the job) y Job descr: (A brief job description.) y Remarks (A brief remark as to what was done) y Reason: (Reason why the job was done) y Symptom: (Any symptons discovered) y Cond. before: (Condition before the job was done) y Cond. after: (Condition after the job was completed) y Text box (A full description/report on what was done and the state of the component.) The

50

buttons in the Spare Part window. y Job description (full job description) y Consumption (spare part consumption and reports for each job) For instructions on how to print a copy of the component job history, please view Print a report of an active window.

51

Budget Budget and Cost Analysis

will not be active until both a "chart of accounts" file and a budget file has been Note ! The imported. The order system must be set up to use Shipnet or TMPO in order to use the budget or cost analysis system in TMMaster How to import Chart of Accounts is described in the book File menu and the page Import Chart of Accounts. How to import a budget file is described in the book File menu and the page Import Shipnet Budget File.

1.

2.

52

Click on the

button to open the budget or cost analysis window.

Choose Budget or Cost analysis to continue and click on Next to continue. Budget is used to view the ships budget on different accounts. See Budget for further information. Cost analysis is used to view the actual cost on the different components on board. See Cost analysis for further information.

Budget

will not be active until both a "chart of accounts" file and a budget file has been Note ! The imported. The order system must be set up to use Shipnet or TMPO in order to use the budget or cost analysis system in TMMaster How to import Chart of Accounts is described in the book File menu and the page Import Chart of Accounts. How to import a budget file is described in the book File menu and the page Import Shipnet Budget File. The budget window When you have chosen budget from the budget button, the budget window will appear. The following information will be displayed. y Year (chose the year that you want to view the budget for) y Account (shows the numbered accounts and their names used on board) y Budget (shows the budget of the different accounts) y Actual (shows how much that has been used from the account) y In pipeline (shows the sum that has been ordered but not yet withdrawn) y Rest (shows the rest of money that can be spent or how much that has been overspent) You may print reports of the budget window if wanted. See Print a report of an active window for further information.

When the office send an update of the budget it will automatically be imported when you use TMPO, if you use Shipnet you will be notified that there is a file ready to be imported.

53

From the file menu you can chose "export budget" to create a file to send to the office. When you choose "Export budget" the file is created and the path to the file is shown. The file can be attached to a mail and sent to the office.

From the graph menu you can chose "budget graph" to display a graph of the budget.

y y y

54

The red line shows the estimated budget. The green line shows the actual consumption of the budget. The blue line shows the total consumption of the budget included orders that are not yet finished.

Cost Analysis

will not be active until both a "chart of accounts" file and a budget file has been Note ! The imported. The order system must be set up to use Shipnet or TMPO in order to use the budget or cost analysis system in TMMaster How to import Chart of Accounts is described in the book File menu and the page Import Chart of Accounts. How to import a budget file is described in the book File menu and the page Import Shipnet Budget File. The cost analysis window When you have chosen cost analysis from the budget button, the cost analysis window will appear. The following information will be displayed. y Systems with cost figures (a list of components where there has been used more than 1000 NOK in spare parts) y Spare part consumption (in 1000 NOK) on components (The sum of money used the last three years is shown for each component. 2 = 2000 NOK e.g. Ship general at the top of the structure will display the total sum used on all components for each year. You can double click on components on the left column to go further down in the structure and the consumption will be displayed in the right column) You may print reports of the cost analysis window if wanted. See Print a report of an active window for further information.

55

The Maintenance Due Calculation View maintenance due schedule

1. 2.

Choose and the Maintenance Due Calculation window will open. Enter the criteria upon which you want the maintenance due calculation to be done. One or more of the following criteria may be entered.: Note ! Some of the criteria may not be entered for the same calculation.

y

Selects the date for which the due by calculation is done. Today's date is automatically entered, but may be changed by marking the field and writing the wanted date in the format dd.mm.yyyy. Or you may choose the button . Select month and year by clicking the list. Select the day with your mouse. Confirm the date selected with the OK button.

56

-

y

Selects the criteria upon which the jobs due are calculated. Mark the appropriate option by using the pointer.

y

Selects the order in which the calculated jobs are sorted. Mark the appropriate option using the pointer. Selects the department that the due calculation is done for.

y

Choose to view the options. Mark the correct option. Both jobs in the department and jobs not assigned to any department are retrieved. Selects the type of jobs

y for which the due calculation is done. Choose the correct option.

and click once to view the options. Mark

select the jobs assigned

y to a crew member. Choose

and click once to view the options. Mark the correct option.

y

Selects the type of jobs to be included in the list. Either the jobs due at dock, or the jobs postponed. Mark the appropriate option with your pointer. Click on Multi sign if you want to sign several jobs as “Jobs done”, in one operation. When postponed or Dock jobs are listed, you will get a detail window by selecting a job in the list. An example of the window is shown below.

y

Selects the jobs that become due within the next x% of running hours. For this option, mark the field and write the number of % only. (e.g. for 15%, write 15)

y

Selects the number of running hours for which the calculation is done. (Similar to “Due within” for time) Mark the field and write the number of hours.

y

3. 4.

Selects one or more groups of components for which the jobs due are calculated. Mark the From field and enter the component number from where you want the search to begin, then go to the To field and enter the component no. where the search should end. You do not have to enter the whole number; e.g. for all components between 500 and 600, enter 5 and 6. Choose OK to do the calculation and then see the results listed in the window. Repeat steps 2 and 3 for every new calculation.

5.

To print a copy of the maintenance due schedule, choose

57

The Report Selecting window will open.

Mark the report you want to print, then choose

If you first wish to

see a preview of the report, choose You can choose one of these report types: y Short version: Contains component and job details, including short description of jobs. Long version: Contains component and job details as above, but with full job descriptions y Complete version: Contains same as above, but it also includes the instruction book. y Check list: List of information about the jobs done. Used in check routines. y Class - related jobs : A list of all class - related jobs. y y Work order : A detailed description of the job selected in the due list. Note ! Only jobs listed in the Maintenance Due Calculation window will be on the printed schedule. For further details on printing, please view Print a report of an active window. 6. To exit the Maintenance Due Calculation window, press the Esc key or use the close button .

58

The maintenance due calculation window This is the main function for the calculation of the maintenance due schedule. The window displays the following information: y Comp (Component SFI number) y Name (Component name) y Ty (Job type) y No (Job number) y Description (Job description) y Int (Job interval) y T (Type of interval) (M=month, Y=year, H=hours) y Hours (Present running hours) y Diff (Remaining hours until due or running hours overdue) y Due (Due date/running hours)

Continous Machinery Survey (CMS- and S-codes) Choose “Continuous machinery survey” or “class - related jobs” in the “job types” field. The information given in the window will now change slightly, showing the CMS-codes for the job.

59

View job details in Maintenance Due Calculation It is possible from the Maintenance Due Calculation window to enter Job Details window. For further details on this window, please view The component jobs page view job details.

60

1. 2.

In the Maintenance Due Calculation window, mark the job, then choose The Job Details window will then open. To view details for another job, mark that job in the Maintenance Due Calculation window. The Job Details window will be updated automatically.

3.

To exit the Job Details window, press the Esc key or use the close button returned to the Maintenance Due Calculation window.

.You will be

Sign out finished jobs in Maintenance Due Calculation The Jobs Done window is used to sign out jobs that are finished. This will remove them from the Jobs due list., and enters them into the jobs history. This window is reached through the Maintenance Due Calculation window. Note ! Jobs can also be signed out through the Component Jobs window, using the Options menu. Please view The component jobs page Sign out finished jobs. 1.

In the Maintenance Due Calculation window, mark the finished job. Choose The Jobs Done window will open. 2. Enter the job details. Make sure that all the information is correct, as it becomes a part of the jobs history and can not be changed. Note ! You do not have to enter the information in all the boxes, but information can not be added after the job has been signed out. 3. If the multi - sign option is used, you may sign out several jobs in one operation by tagging the jobs you want to sign out simultaneously . The fields will get lilac-coloured when marked. Both Done By and Done Date will be remembered with the next job. Note ! The multi - sign option is only available if a specific job type has been selected and the option can not be used for running hour based jobs.

To enter information: y

y

y y

y

mark the person who did the job.

mark a remark to the job or enter your own remark in the field.

Choose the

and

Choose the

and

Mark the field and enter the number of hours used on the job. Use integral (whole) numbers only. Service report Field : Enter any remarks about the job in the field. A double click will enlarge this window.

The interval of the job.

61

When the job is due.

y y

Enter the date and/or hours at which the job was actually done. Today’s date or the last date entered and running hours are entered automatically; to change either mark the field and write the date or running hours.

y

Enter the date for when the next time the job will be due. Next due computed from date done is entered automatically. To change the date, mark the field and enter the new information. If you postpone the

y job`s next due date, you must select a postpone reason. Choose the option.

y

and mark an

Choose the

and mark

Choose the

and mark

Choose the

and mark

Choose the

and mark

the condition of the unit before the job was done.

y

y

the condition of the unit after the job was done.

the reason for why the job was done.

y the symptons observed. 4.

If no spare parts were used, then choose and OK when all the information has been entered. The job will be listed as done and you will be returned to the Maintenance Due Calculation window.

5.

y

If spare parts were used then choose when the information has been entered, choose OK to enter the Spare Parts Consumption window. If the spare parts used were linked to the job, they will automatically be listed in the Spare Parts Consumption window. Choose or mark the field if more (or less) spare parts than estimated were used for the job, then enter the correct number. If a spare part was used that is not normally linked to the job,

6.

then choose

y

Mark the spare part that was used, then choose

to open the Spare Part Details window. Enter the number of spare parts used in the withdraw field and choose Save then OK. 7. If the spare part is only stored in one location, you will be returned to the Component Spare Parts window. If the spare part is stored in more than one location, the Spare Parts Locations window will open. 8. Mark the location where the spare part was taken from, then choose Save and OK. Repeat until all spare parts used have been withdrawn from stock, then press the Esc key to return to the Spare Parts Consumption window. Note ! You can not return to the Component Spare Parts window after exiting from the Spare Parts Consumption window. 9. If Srf - forms are used, you may fill in the appropriate information in the srf - form by selecting the “fill in : SRF - form name” button in the jobs done window. 10. When the information is correct, choose

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The job will then

be listed as done and you will be returned to the Maintenance Due Calculation window. 11. Repeat until all the finished jobs have been signed out. When one or more jobs have been signed out, it/they will be marked with a grey colour. With continuous work with the due maintenance list it is easy to distinguish between jobs that have been signed out and those that have not. Note ! The jobs will not be removed from the Maintenance Due Calculation window before a recalculation is done. Choose

for the Maintenance Due Calculation window to be updated.

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The Spare Part Order System The order processing main menu The Order Processing Main Menu has the following main and sub options: Create Order y New Spare Part Order y New Free Line Order Create Requisition (This selection is only available if ship /shore communication is defined in the TMMaster setup.) y New Requisition y New Free Line Requisition Review y y y y

Existing Orders Review Active Orders Review Requisitions Review Rest orders Review Finished Orders

View the Order Processing Main Menu :

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. The Order Processing Main Menu window will open.

1.

Choose

2.

To exit the Order Processing Main Menu, press the Esc key or use the close button

Processing an order or requisition in general In TM-Master, an order or requisition goes through several stages: Step 1: Spare part items are selected for ordering (preordered) from the spare part list - details window or spare part items are proposed based on the defined Min/Max stock levels. Step 2.1a: Spare part items are selected for an Order The Order details are filled in. Step 2.1b: Create a Free Line Order Step 2.1c: Preview, print , approve and send ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Step 2.2a: Spare part items are selected for a Requisition. The Req. details are filled in. Step 2.2b: Create a Free Line Requisition Step 2.2c: Preview, print, approve and send. Step 3a: The spare parts are received Step 3b: The free line order items are received ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Note ! An order is defined as a purchase order (PO) sent directly to the supplier from the vessel. A requisition is defined as an inquiry for spares sent to the vessel’s head office ashore. As the order/requisition goes through the stages of the order process, its status will change. This allows you to see how far the order has progressed at any time. The status of the order/requisition will be displayed as one of the following: Order : y

New

The order has been created/activated

y

Printed

The order has been printed

y

On Order

The order has been approved

y

Received/Partly Received

The items have been received/partly received

y Finished Requisition :

The order has been completed

y

New

The requisition has been created/activated

y

Printed

The requisition has been printed

y

Approved on ship

The requisition has been approved on ship

y

Requisition Sent

The requisition has been sent by ship

y

Read in Office

The requisition has been read in Office

y

Approved in Office

The requisition has been approved in Office

y

On Order

The requisition has been approved

y

Received/Partly Received

The items have been received/partly received

y Finished The requisition has been completed Note ! An order or requisition does not have to go through all the different stages. Some stages depends on the configuration of your system.

65

Select items to be ordered or requested (Step 1) Spare part items are selected for purchase order or requisitions : - from the spare part list - details window - from the create order window - proposed based on the defined Min/Max stock levels. Select items via the component spare parts list: Mark the component you wish to order spare parts for in the component list window. Press the

button from the menu line. Mark the spare part you wish to order, and choose . The Spare Part Details window will open. Mark the «to order» field, and enter the number to be ordered. Press

, and

.

Spare part withdrawn can also be recorded in this window. Exit the Spare Part Details window by «closing» the window and return to the Component Spare Part list window. Repeat for any other spare parts to be ordered.

Note ! The number in the On Order column next to the spare part will change to the number of parts you have ordered, with a * next to it. The * indicates that the spare part is «preselected» but that it has not yet been ordered. If spare part withdrawn/consumption is recorded and the minimum stock level criteria is reached for the selected spare part the program will generate an order proposal. If a maximum level is defined the program will propose the order quantity/number up to the maximum stock level. If a maximum level is not defined a proposal will be generated and the quantity / number must be set manually. The order has not yet been created. This must be done through the Create New Order selection, which is accessed through the Order Processing Main Menu.

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Create an order (Step 2.1a) From the “Create Order” window an order can be created based on : - Preordered spare parts and spare parts at minimum stock level. - Preordered spare parts only. - Spare parts at minimum stock level only. - Complete spare part lists. (All components with spare parts.)

button. From the Order Processing Main Menu, select Create Order press Next, Push the Then select New Spare Part Order and press Next. The message bellow appear, press “OK” to continue.

The Create Order window will appear.

Choose order items : Mark the spare part you want to order and push the button or right click, hold and drag into the right window and drop. Optional : You can choose Department from the drop down list, and you can select the Numerical part of order No : To view the supplier(s) for a spare part, mark that item in the “Create Order” window and choose A window will show a list of suppliers for the marked spare part. Information includes supplier’s name, reference, delivery days, currency, coin, price, and own currency price. As you move down the list of items in the create order window, the suppliers information will be updated. Mark the Suppliers window to bring it to the front. To see address details for a supplier, mark the supplier and press

. If you wish to

67

. Exit the choose a supplier in the Suppliers window, mark the supplier and choose Suppliers window. Note ! You can choose supplier without regard to the suppliers in this list from the Order Head Details window. Main supplier for the dedicated component will be proposed for the order if no other selection is made. To view a spare part’s details, mark that item and choose . The Spare Part Details window will open. Note ! The Order quantity can be changed in the list of spare parts selected for a new order (Not in the details window). When the order items have been selected press . The Order Head Detail window will open. Note ! The order becomes active, with status New. If the previous order number has been canceled, you can select to re-use the number or use the next free number. Depending on the configuration of your system the order number will contain different information. The Order Detail window consist of the following cards: y Order Head with details. y Dedicated Component with details of the dedicated component. y Order Items with details. y Free Order Lines y Order History with the order’s history/status. y Comments, for internal comments between the vessel and head office.

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The Order Head card. The Order Head is always the front card when you enter the window. Select cards by marking the appropriate card header.

Enter financial account code. An account code can be linked to each component. The code, in this case, will automatically be proposed. Fill in an expence code, if used. E.g. repair, dry docking, maintenance etc. The use of this field has been extended to include a code letter. To add expense codes, log on as super user, go to Edit - Codes - Order - Expense type. - Mark the field and enter your contact person’s initials. Default will be the name of the user presently logged on TMMaster. - Shipping mark: Enter a « shipping mark» notes if required. The default is ship name. - Choose

to view the delivery date options. Mark an

- Choose

to view the delivery terms options. Mark an

option, or mark the field and enter a date.

option.

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- Mark the field and enter the name or reference of the

forwarder.

- Mark the field and enter the supplier’s contact persons initials. If contact persons are linked to the supplier, you can select from the list box. - Enter Shipment date if required. - The order status is displayed. - Choose

to view the currency options. Mark preferred option.

Choose view the forwarding addresses available from the company database. Select one. To see the

to

forwarders address details, choose , then . Press the “Esc” key to exit the Address window. The supplier linked to the dedicated component or the supplier selected in the Create Order window, button. Mark the supplier from will be displayd. If not, select a supplier by pressing the the list in the Suppliers window and press the Select button. To view a supplier’s address choose . The Address window will open. Press the “Esc” key to exit the Address window. To enter a header or footer, mark the field for the Order Header / Footer card and write the text. Or select a standard text from the list box. Note ! It is not necessary to enter all these details.

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The Dedicated Components Card

To see the dedicated component(s), choose the Components card. In the present version of TMMaster, no changes can be made in this card.

71

The Order Items Card

To enter a comment to an order item, mark the item on the Order Items card, then mark the Order Line Heading field and write in the comments.

72

The Free Items Card

To add Free Order Lines to the order, i.e. items which are not stored in the database, select the Free Items card and Press . Enter the details, then press to enter another item, or mark any other card. Note ! These items will not be entered into stock in the usual fashion when they are received, as they are not part of the regular database.

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The Comments Card

If you wish to include a comment to the order for internal use only, choose the Comments card. The information written in these fields will not be included when the order is sent to an external party, but are included in transmissions between the Head Office and the Vessel. To write a comment, mark the field and enter your remarks.

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The Order History Card

The order History card will log the requisition or orders different status and also the initials of the user who has changed the status. When you have finished the order, return to the Order Head card. To exit the Order window, press the “Esc” key. You will be returned to the Create Order window. Start again in the Create Order window to make a new order or requisition, or press the “Esc” key again to be returned to the Order Processing Main Menu.

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Create a Free Line Order (Step 2.1b) From the Order Processing Main Menu, select Create Order and press Next. Then select New Free Line Order and press Next. The window below will be displayed.

1. 2. 3.

Choose department. Choose order number. Free line orders can be dedicated to a component. If you do not want to dedicate the free line order, simply remove the component number. 4. Push the Activate order button. The order window will be displayed. Enter details as described for step 2.1a, Create an order. Note ! Only Free Order Lines can be entered.

Preview - Print and approve an order (Step 2.1c) An order may be printed at any time.

button from the TMMaster Menu line. From the Order Head Card select the Select Order from the list of reports. Select Preview or Print. Note ! The order will change status from New to Printed. Once an order has been printed, it is ready to be approved. This is done through the Order Details window. Note ! This require Superior permission. If present User has Superior permision, the Approved button will be active. Press the button to Approve the Order. Note ! The order will change status from Printed to On Order.

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Create a requisition (Step 2.2a) Note ! This selection is only available if Ship / Shore communication is defined in the TMMaster setup. Once order items have been «selected» or stock level has reached the minimum level an order or a requisition can be created. This is done through the Order Processing Main Menu. From the “Create Requisition” window a requisition can be created based on : - Preordered spare parts and spare parts at minimum stock level. - Preordered spare parts only. - Spare parts at minimum stock level only. - Complete spare part lists. (All components with spare parts.)

button.From the Order Processing Main Menu, select Create Requisition press Push the Next, Then select New Requisition and press Next. The Create Requisition window will appear.

button or right click, Choose order items : Mark the spare part you want to order and push the hold and drag into the right window and drop. Optional : You can choose Department from the drop down list, and you can select the Numerical part of order No : To view the supplier(s) for a spare part, mark that item in the “Create Order” window and choose A window will show a list of suppliers for the marked spare part. Information includes supplier’s name, reference, delivery days, currency, coin, price, and own currency price. As you move down the list of items in the create order window, the suppliers information will be updated. Mark the Suppliers window to bring it to the front. To view address details for a supplier, mark the supplier and press

If you wish to

choose a supplier in the Suppliers window, mark the supplier and choose . Exit the Suppliers window. Note ! You can choose supplier without regard to the suppliers in this list from the Order Head Details window. Main supplier for the dedicated component will be proposed for the order if no other selection is made.

To view a spare part’s details, mark that item and choose

. The Spare Part Details

77

window will open. Note ! The Order quantity can be changed in the list of spare parts selected for a new order (Not in the details window). When the order items have been selected press . The Order Head Detail window will open. Note ! The requisition becomes active, with status New. If the previous requisition number has been canceled, you can select to re-use the number or use the next free number. Depending on the configuration of your system the requisition number will contain different information. The Requisition Detail window consists of the following cards: y Order Head with details. y Dedicated Component with details of the dedicated component. y Order Items with details. y Free Order Lines y Order History with the order’s history/status. y Comments, for internal comments between the vessel and head office.

78

The Order Head card. The Order Head is always the front card when you enter the window. Select cards by marking the appropriate card header.

Note ! On a requisition most of the fields are grey in color and can not be edited. Only the following fields may be edited. Enter financial account code. An account code can be linked to each component. The code, in this case, will automatically be proposed. Fill in an expence code, if used. E.g. repair, dry docking, maintenance etc. The use of this field has been extended to include a code letter. To add expense codes, log on as super user, go to Edit - Codes - Order - Expense type. Choose view the forwarding addresses available from the company database. Select one. To see the

to

forwarders address details, choose , then . Press the “Esc” key to exit the Address window. The supplier linked to the dedicated component or the supplier selected in the Create Order window, button. Mark the supplier from will be displayd. If not, select a supplier by pressing the the list in the Suppliers window and press the Select button. To view a supplier’s address choose . The Address window will open. Press the “Esc” key to exit the Address window. To enter a header or footer, mark the field for the Order Header / Footer card and write the text. Or select a standard text from the list box. Note ! It is not necessary to enter all these details.

79

The Dedicated Components Card

To view the dedicated component(s), choose the Components card. In the present version of TMMaster, no changes can be made to this card.

80

The Order Items Card

To enter a comment to an order item, mark the item on the Order Items card, then mark the Order Line Heading field and write in the comments. You can write separate comments for each of the order items listed.

81

The Free Items Card

To add Free Order Lines to the order, i.e. items which are not stored in the database, select the Free Items card and Press . Enter the details, then press to enter another item, or mark any other card. Note ! These items will not be entered into stock in the usual fashion when they are received, as they are not part of the regular database.

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The Comments Card

If you wish to include a comment to the requisition for internal use only, then choose the Comments card. The information written in these fields will not be included when the order is sent to an external party, but are only included in transmissions between the Head Office and the Vessel. To write a comment, mark the field and enter your remarks.

83

The Order History Card

The order History card will log the requisition or orders different status and also the initials of the user who has changed the status. When you have finished the order, return to the Order Head card. To exit the Order window, press the “Esc” key. You will be returned to the Create Order window. Start again in the Create Order window to make a new order or requisition, or press the “Esc” key again to be returned to the Order Processing Main Menu.

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Create a Free Line Requisition (Step 2.2b) From the Order Processing Main Menu, select Create Requisition and press Next. Then select New Free Line Requisition and press Next. The window below will be displayed.

1. 2. 3.

Choose department. Choose order number. Free line orders can be dedicated to a component. If you do not want to dedicate the free line order, simply remove the component number. 4. Push the Activate order button. The order window will be displayed. Enter details as described for step 2.2a, Create a requisition. Note ! Only Free Order Lines can be entered.

85

Preview - Print and approve a requisition (Step 2.2c) A requisition may be printed at any time.

button from the TMMaster Menu line. From the Order Head Card select the Select Requisition from the list of reports. Select Preview or Print Note ! The requisition will change status from New to Printed. Once a requisition has been printed, it is ready to be approved. This is done from the Order Head Card. Note ! This require Superior permission. If the present User has Superior permision, the Approved button will be active. Press the button to Approve the Order. Note ! The order will change status from Printed to Approved on Ship. Depending on the setup of your system the requisition details will be : - stored directly to a VTO replication - file (VTO = Vessel to office) for transmitting to the Office system of TMMaster. - Written to a RTO - file (RTO = requisition to office)for import to an onshore central purchase system. Refer to diagram below.

86

Receive an Order or a Requisition (Step 3) When an order or requisition is received, the items must be entered into the stock and the order/requisition marked as received. This is done through the Order/Requisition Details window. The Order and Requisition Details Windows Receive an order or requisition: From the Order processing Main Menu, select Review Existing Orders and following options will be available: y Review Active Orders y Review Requisitions y Review Rest orders y Review Finished Orders Select Review Active Orders or Review Requisitions. In the Orders or Requisitions window, mark the order/requisition whose items you have received. Choose the Order Item card. The list of items for the order will appear.

To receive all items on the list, choose the locations listed in the right hand column.

. The stock will be updated accordingly at

To enter an item into a different location than that stated, mark the item and choose . The Stock window will open up. Mark the desired location, and you will be returned to the Order Items card. Repeat for other items if necessary. To receive an item in two or more locations, select the first location, choose enter the number of items for that location. Select the next location and repeat until finished.

, and

87

. In the Rcv To partly receive an item on the list, mark the item and choose column enter the number of items you have received, then press enter. Repeat for other items if necessary. If an item has not been received, it is possible to cancel the outstanding number of items. Mark the item(s) and choose . The order/requisition will be cancelled. If this is done for all items on the list, the order or requisition will change status to Finished. Note ! Even if no items were actually received, the order or requisition will still be entered into the finished orders list, as opposed to when the order/requisition is cancelled and the items returned to the create order list. Return to the Order head card. and close the Order Window. The order or requisition will get status Finished if all items are fully received or cancelled and the order/requisition will be moved to the finished list.

88

Receive a Free Line Order or Requisition When a free line order or requisition is received, the order/requisition must be marked as received. This is done through the Order/Requisition Details window. The Order and Requisition Details Windows Receive an order or requisition: From the Order processing Main Menu, select Review Existing Orders and following options will be available: y Review Active Orders y Review Requisitions y Review Rest orders y Review Finished Orders Select Review Active Orders or Review Requisitions. In the Orders or Requisitions window, mark the order/requisition whose items you have received. Choose the Free Items card. The list of items for the order/requisition will appear.

To receive all items on the list, choose

.

. In the Rcv To partly receive an item on the list, mark the item and choose column enter the number of items you have received, then press enter. Repeat for other items if necessary. If an item has not been received, it is possible to cancel the outstanding number of items. Mark the item(s) and choose . The order/requisition will be cancelled. If this is done for all items on the list, the order or requisition will change status to Finished.

89

Note ! Even if no items were actually received, the order or requisition will still be entered into the finished orders list, as opposed to when the order/requisition is cancelled and the items returned to the create order list. Return to the Order head card. and close the Order Window. The order or requisition will get status Finished if all items are fully received or cancelled and the order/requisition will be moved to the finished list. Note ! The free line order items are not a part of the spare parts in TMMaster and therefore a free line order will not update stock.

Cancel an Order or a Requisition Note ! It is is only possible to cancel an order or requisition while the status is New, Printed, Ready or On Order i.e. before it is sent. After the order/requisition has been sent, it must be cancelled directly with the supplier or head office. The Order and Requisition Details Windows 1. In the Orders/Requisitions window, mark the order or requisition you wish to cancel. 2. 3.

90

. The order/requisition On the Order Head card, choose , then will be cancelled, and the items returned to the Create Order list. To exit the Order/Requisition Details window, press the “Esc” key. Press the “Esc” key again to return to the Order Processing Main Menu window.

The order processing options menu When you press the order button these options are available in the “Options” menu are the following :

And these options are available when choosing one of the 4 options under review existing orders :

The option Change status to on order is only available when choosing a requisition that has been sent.

91

The Orders, Req. and Rest Order Window All active orders and requisitions are entered in the Orders/Requisitions windows respectively. Orders or requisitions that have been partly delivered are also listed in the Rest Orders window. The orders and requisitions remain in these windows until they are finished or cancelled. View the lists of orders, requisitions and rest orders: From the Order Processing Main Menu, choose Review Existing Orders, and following options will be available: y Review Active Orders y Review Requisitions y Review Rest orders y Review Finished Orders

In these windows you will see a list of the active orders, requisitions, rest orders and finished orders respectively. Information shown includes status, number, supplier, and date for last change of order status. The lists can be sorted by number, supplier or order date; mark the method you want them sorted by from the above lists. To see details regarding an order or requisition, mark the order/requisition. The order/requisition detail window will appear on the right side of the screen. To exit the Orders, Requisitions, or Rest Orders window, press the “Esc” key. You will be returned to the Order Processing Main Menu.

92

The Finished Orders Window Once an order or requisition has been completed, it is entered in the system’s database as a finished order. These orders may be viewed through the Finished Orders window. View list of finished orders: From the Order Processing Main Menu, choose Review Finished Orders. The Finished Orders window will appear.

To view further details of a finished order or requisition, mark that order/requisition from the list and choose . The Order/Requisition Details window will open up. To view details of another order or requisition, mark that order/requisition in the Finished Orders window. The Order/Requisition Details window will change automatically. To exit the Order or Requisition Details window, press the “Esc” key. You will be returned to the Finished Orders window. Press the “Esc” key again. and you will be returned to the Order Processing Main Menu.

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The Address list Search for a company From the Address List window, a full list of companies in the database can be accessed, details updated and new companies added.

1.

Choose

2.

If you want to see a list of all companies in the database, remove all parameters, and choose

The Address List window will open.

. The companies will be listed alphabetically. To limit the search, use one or more of the following parameters:

Selects the type of company the search is limited to. To mark the company type, use pointer and click once. If no groups are ticked off, all companies are included in the search.

94

Defines the database(s) where the search is made. Use pointer to select.

Searches for company by name. Enter one or more of the first letters in the name of the company. If you want to search for a company by use of a text in any part of the company name, e.g. if you want all companies containing “marine” in the ending, use * in front of the text. *marine Remove all the parameters and choose The list of companies will be updated. 3. Press Esc key to exit the Address List window when you are finished.

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View company details From the Address List window, it is possible to view full details of each company and add new ones. This is done in the Company Details window, which displays details of the chosen company. 1. 2. y y y y y

Mark the company in the Address List window, then choose The Company Details window will open, with the details including: Company name, address etc. Comments (memo field) Company type Quality Assurance status Contact persons

3.

To exit the Company Details window, press the Esc key. You will be returned to the Address List window.

Update company details 1.

In the Address List window, mark the company you want to update, and choose

2.

In the Company Details window, mark the field for the data you want to change, and write the new information in the field. To move to the next field press the tabulator key or mark the field with your pointer. You can also delete companies by pushing the Delete button, when you confirm the deletion, the Company Details window will close. When finished, choose Save then OK.

3. 4.

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Add a new company

. A blank Company Details window will

1.

In the Address List window, choose

2.

open. You can also press in the Company Details window to enter a new company. Write the new information in the fields. To move to the next field, press the tabulator key or mark the field with the pointer. When finished, choose Save then OK.

3.

View, update or add new contact person One or more contact persons may be registered for each company. This list can be accessed through the Company Details window. 1. In the Company Details window, choose Contact persons from the Options menu or choose the Contact persons-button. You will then get a list of all the contact persons in the company.

2. 3. 4.

To edit details of the contact persons registered, mark the Person you want to edit and enter new data. Click Save to upgrade the information. If you want to add a new contact person to your list, choose New. Enter the information in the first field, then use the Tab-key to move to the next field. Choose Save when finished. To exit the Contact Persons window, press the Esc key. Or use the right corner of the Contact Persons window.

-button in the upper

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The Search Function Perform a search 1.

Choose the icon for your search, either one of these three :

- Component. Mark the component list or choose

- Spare part(s). Choose

- History. Choose

Note! You can not search for jobs !!!

2. 3.

Choose : The “search for” window will appear :

4.

A simple search criteria is composed of a search item, a comparison operator and an item value such as :

Follow these three steps to specify a search criteria : y

Select the search item from the items list.

y

Select a comparison operator from the operator list.

y Enter a value in the item value textbox. When searching with dates you can write the date in the field or use the Calendar button and choose a date.

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button and

5.

To narrow the search, enter more parameters by pressing the

6.

fill in the choices until you are satisfied , then choose : A window with a list of the items that fit the search criteria specified will appear on the bottom left side of the main TM-Master window.

7.

You can remove the last selection from the search with the

8.

Reset the search with the

9.

button, a list based on the criteria you made will When you push the appear. When you are finished with the list, press Esc to close the Search window. Choose

button.

button.

again to search for more.

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Search for a component

1. 2. 3.

Mark the Component List window to activate it, or choose Follow points 2 and 3 in “ Perform a search ”. In point 4 in the “ Perform a search “ the options in the items list are;

choose one. The options in the comparison operator’s list are:

y y 4. 5.

6.

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choose one. Enter a value in the item value textbox. Begins with : Type in the first word of a component, i.e. “cargo” of “Cargo Pumps”. Contains : Simply type in a letter, number or part of a component Equal to : Demands exact typing to get a result. Continue with point 5 in the “ Perform a search “. At point 6 of the “ Perform a search “ a similar window. with a list of the items that fit the choices you made in the search will appear :

Continue with points 7 through 9 in the “ Perform a search “ as needed.

Search for a spare part

1. 2. 3.

Select any component in the Component List window and choose : Follow points 2 and 3 in “ Perform a search ”. In point 4 in the “ Perform a search “ the options in the items list are;

choose one. The options in the comparison operator’s list are:

y y 4. 5.

6.

choose one. Enter a value in the item value textbox. Begins with : Type in the first word of a component, i.e. “cargo” of “Cargo Pumps”. Contains : Simply type in a letter, number or part of a component Equal to : Demands exact typing to get a result. Continue with point 5 in the “ Perform a search “. At point 6 of the “ Perform a search “ a similar window with a list of the items that fit the choices you made in the search will appear :

When you mark one of the Spare Part Objects, it's component will appear at the bottom of the Spare Part Objects window and the Spare Part Details window appears where you can withdraw or order the specified Spare Part. Continue with points 7 through 9 in the “ Perform a search “ as needed.

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Search for a specified history

1. 2. 3.

Select any component in the Component List window and choose : Follow points 2 and 3 in “ Perform a search ”. In point 4 in the “ Perform a search “ the options in the items list are;

choose one. The options in the comparison operator’s list are dynamic. That means that the values here change with the item choosen in the items list. The diferent choices are : From Item list :

In comparison operator list :

SFI-code Job Type Condition Before Condition After Done By Interval based on time Time period Reason Signed by Symptom

Job no Hours due Hours when done Interval based on hours Man hours

Date done Date due If between is choosen you must type in two dates in the items value textboxes.

Remarks Service report If either of these two are choosen, no additional information is needed in the item value textbox.

Components

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Job type

If job type is choosen in the items list, you get a list to choose from in the item value textbox: You also get a list to choose from in the items value box when you choose Condition before, Condition after and Reason.

4. 5.

Continue with point 5 in the “ Perform a search “. At point 6 of the “ Perform a search “ a similar window with a list of the items that fit the choices you made in the search will appear :

6. 7.

If you check of "Order by SFI", the search window will be sorted by the SFI number. If you want to view the job description for one of the search results click on the "Job description" button. Continue with points 7 through 9 in the “ Perform a search “ as needed. To print this list, press the Report button, choose History and Print.

8. 9.

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The Print Function Print a report of an active window It is possible by using the Report button to print a report based on the active window. The following windows support this function: y Running hours window y Store Locations y Component List y Specification window y Spare Part window y Jobs window y Job History window y History window y Order Processing System, all windows (to print orders and req.) y Maintenance due window y Job basic window y Address y Budget y Cost analysis

1.

Mark the window you wish to print (to activate it), then choose Selecting window will open.

2.

The Report

Mark the report you wish to print, confirm your choice and choose

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3.

If you first wish to see a preview of the report, choose The Preview window will open. To close this window click the (close button) at the far right of the titlebar. In preview, the report can be exported into different file formats and / or sent as an email.

4. 5.

If you wish to cancel the print order, choose To exit the Report Selecting window without printing, press the Esc key or use the close button (x).

Available Reports It is possible by using the Report button to print a report based on the active window. The following windows support this function: Window Running Hours

Reports Running Hours Running Hours Master List

Store Location

Spare Part List for location selected Spare Part Labels for location selected

Component List / Specification

Component List Inventory Specifications Certificates Survey Codes Running Hours Master List Spare Part Master List Circulating Components

Spare Part

Spare Part List Spare Part List with Positions Spare Part at min stock level Critical spare parts Critical spare parts with Positions Labels for selected System Labels for selected Component Labels for selected Group Labels for selected Spare Part

Jobs

Maintenance routines Certificates

History / Job History Window

History Marked History Record

Budget

Chart of Accounts Budget report

Cost Analysis

Complete cost analysis Costs for system/component selected

Maintenance Due

Maintenance Due, short Maintenance Due, long Maintenance Due, complete Check list Class-related jobs

Maintenance Due - Mark job Order / Requisition

Work order Purchase Order Requisition Service order

Order - Review existing Orders (any window)

Orders with selected status Status: New, App ship, Sent, App off, On order, R. agent, Partly r., R. ship, Finished, Cancelled

Address

Address List

Job Basic

Basic job description

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TM-Master Basic Mode Enter Basic data list TM-Master Basic Data is used to make fundamental changes in the database. When you are in Basic mode, this is indicated on the title bar of the main window. Note ! Basic data is linked to the user permissions so in order to enter Basic Data, the user must have Modify clearance or higher user permissions. The following tasks can only be done in TM-Master Basic: y Create new systems y Add/Update systems y Component y Create component template y Update component y Change Component Code y Spare part y Create spare part y Update spare parts y Copy spare part groups from a component y Job y Create job y Update existing job y Copy jobs from a component y Create a non-scheduled job y History y Move history to another component Note ! You should not enter the TM-Master Basic mode to perform routine tasks, such as withdrawing spare parts from stock, sign out jobs or updating a supplier`s address.

The template window When you create a new system, component or spare part in TM-Master, the first step is to create or choose a Template. Templates are the basis for all systems, components and spare parts. All items which are linked to the same Template must have the same maker and makers type. Note ! A change of maker and makers type made in the Template window, will change these for all components or spare parts linked to that template. Other basic details such as specifications and short name are also saved with the template, but once the new item is linked to a system or component, these may NOT be changed. Serial number, component location, memo/free text and specifications etc. which vary with each component or spare part are saved with each item individually. This is done through the Component and Spare Part Details windows, which are specific to each individual component or spare part.

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Create a new system 1.

Make sure your pointer is marking the root-directory (ship general) of your list. Click the right mouse button to enter the Basic list, then choose Add/Update systems to enter the List of all systems window.

2.

Push the button to add a new system. In the “System:” box : Type in the designated number of the new system. Use the Tab-key to move to the next field. In the “Description:” box : Type in information of the new system. Use the Tab-key to move to the next field. In the “Short description:” box : type in a short description of the new system. The program will propose the first 20 characters from the description field. Push the

3. 4. 5.

button when you have filled out the boxes with the correct information. You can change information about systems by marking the system and type in the correct information. Remember to save when done. You can delete a system by marking the system and pushing the delete button. If no components are created and linked to the new system, the system will not be displayed in the Component List window. To display the system, choose Miscellaneous from the Edit menu, then choose Select all systems. All systems in the department will be displayed. The new system can now be given components.

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Create a new component in the component template window The Component Details window as described in Book The Component Specifications page View component specifications, is specific to the component it is opened for. The Template window on the other hand, is showing general information with regards to maker, makers type and suppliers. This means that changing these details will change details for all the components linked to that Template in the database. 1. Mark the system or component where you wish to add a new (sub)component in the Component List window. Click right mouse button to enter the Basic list, then choose Component and Create Component template to enter the Component Template window. Note ! The fundamental principle of TM-Master is to use the same Template for all components of the same type, i.e. with the same maker and makers type. Therefore, if the Template already exists in the database we recommend that you use this (Step 2). If the Template does not exist, you must create a new one (Step 3 - 20).

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2.

If the Template exists, choose to open the "Templates" window and type the first letter of the component template in name or maker type and hit enter. Select the correct template, the Template Details will be entered automatically in the "New component" window.

3. 4. 5. 6.

If the Template does not already exist, choose "Component type". Enter the name of the new Component in the "Name:" field. Enter the short name of the new Component in the "Short name:" field. Check that the SFI number is correct in the "SFI No:" field. The "Linked to:" field shows the SFI No of the component that the new component will be linked to.

7.

8. 9.

For maker choose to see the list of the options and mark one. If the maker does not already exist, click on "Add maker" type in the information needed, and then choose the new and mark the correct maker. maker by choosing Enter the information needed in the "Makers type:" field. Enter the serial number in the "Serial No:" field.

10. For Supplier choose to see the list of the options and mark one. If the supplier does not already exist, click on "Add supplier" type in the information needed, and then choose the and mark the correct supplier. new supplier by choosing 11. Enter the information needed in the "Main suppl ref:" field. Note ! If you have used an existing Component Template and changed the maker, makers type or supplier details in this window, remember that these will be changed for all the components which are linked to this Template. to see the list of the options and mark one. If the location does not 12. For location choose already exist, click on "Add location" type in the information needed, and then choose the new location by choosing 13. For Account number choose

and mark the correct location. to see the list of the options and mark one.

14. For category choose to see the list of the options and mark one. If the component is critical to the safety on board this is where it is selected. 15. Supply the SFI number of the running hour master if used in the "Runhour Master:" field. 16. Supply the SFI number of the spare part master if used in the "Spare Part Master:" field.

17. Mark the

field if you wish the component to be a circulating component.

18. Mark the field if you wish the component to be marked as a charter provided component. A charter provided component is hired from an external company and you are not responsible for the maintenance of the component. 19. Enter the information needed in the "Specification" field. 20. When all details are correct, press Save. 21. Repeat points 2 to 20 to enter a new component or press the Esc key to exit the "New component" window. (For details on how to create a spare part and link it to a component, please view page Create and link a spare part group or spare part) Note ! The component list will be automatically updated with the new component(s). Check to make sure the component(s) are correctly located. (If a mistake has been made, please view page Delete spare part group or spare part on how to edit or delete it).

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Edit existing template 1.

Mark the component for which you want to change information. Click the right mouse button to enter the Basic list, then choose Component and Component Template. 2. The Component Template window will open, showing the registered information about this special component template. 3. Edit the information by marking the fields and enter new data. When finished press Save then OK. 4. To exit the Component Template window, choose the Esc key. You will be returned to the Component List window. Note ! The stored information in the template will be changed for all the components linked to this template.

Edit information of an existing component 1. 2. 3. y y y

y

4. 5.

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Mark the component for which you want to change information. Click the right mouse button to enter the Basic list and choose Component and Update Component. The Component window will open, showing the registered information about this special component. Edit the information by marking fields and enter the new data. Note the options concerning : Critical to safety : to mark a component as critical to safety. View the book Type Approval Program page Improve maintenance for critical equipment. Circulates : to make the component circulating. Runhour master : to enter the running hour master code. If a motor and a gearbox use the same running hours, you can link the running hours from the motor by typing the sfi code of the motor in the gearbox Runhour master field. Sparepart master : to enter the spare part master code. Make a spare part list on a component. If another component use the same spare parts, simply type the sfi code to the component where you made the spare part list. When finished press Save then OK. To delete a component, press Delete then OK. To exit the Component window, press the Esc key. You will be returned to the Component List window.

Mount - Dismount circulating components For some systems where it is necessary to keep overhauled components as spares and the user wishes to track the history of these components, such as covers and pistons for the main engine etc., the problem has been solved in TM-Master by using the Circulating Components System. In this system, components are categorized as circulating and can then be dismounted for overhaul and a spare circulating component mounted in its place. The dismounted component stops receiving running hours when it is taken out of use and starts again when it is remounted onto the engine. The overhaul jobs are signed off and service reports logged while the component is dismounted. Note ! In order to mount or dismount circulating components, the user must have access to the Circulating Component Department, with modify permission or higher. (Please view Edit list of users). Note ! The “Sparepart master” function can not be used with Circulating components. The mounted components are displayed in the normal component tree and the dismounted components are displayed by selecting the drop down arrow at the divisions' field and selecting Circulating Components thus:

A list of the dismounted circulating components will be displayed and jobs can be signed off or history retrieved as with any other component.

Note ! Where the Circulating Components system is used, great care must be taken when linking spares to components. The "Spare part master" function MUST be used with Circulating components! Each circulating component must use a NON circulating component as its spare part master thus:

601.02.02 Used as Spare Part Master and is NON circulating 601.02.02.01 > 601.02.02.12

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These components use 601.02.02 as the Spare Part Master component. This allows spare part stock to be managed when the component is mounted AND dismounted. Mounting and Dismounting Note! In order to mount or dismount circulating components, the user must have access to the Circulating Component Department, with modify permission or higher. Also, activate Circulating Components in Edit, Codes, Divisions and Applications, after logging into TMMaster as a Superuser. (Please refer page Edit list of division and applicaton and Edit list of users and user permissions). From the Menu Bar, choose Options and select Circulating components.

The Circulating components window provides additional information on the circulating components dismount/mount date and running hours (if any). Mounting Mark the component you wish to mount a circulating component onto in the left hand window.

Mark the circulating Component you want to mount in the Right hand window.

button. Press the A component code window will be shown. The component code displayed will be the code used prior to dismounting from the engine.

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Enter the correct component code for the cylinder unit. In this case 601.02.02.01 and choose OK to continue.

A confirmation window will be displayed. If the information is correct, choose OK to continue.

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Dismounting

Mark the component you wish to dismount, displayed in the left hand tree of the Circulating Components window. Choose the button to dismount the component. A confirmation window will be shown to make sure that the correct circulating component is being dismounted. Confirm with the OK-button or choose cancel to cancel the operation.

Press Esc on the keyboard to close the Circulating Components window when you have finished updating. Once the dismounted component has been overhauled, the applicable jobs must be signed off and relevant service reports written. This is done from the component tree by switching across to the Circulating Components tree as described earlier. Select the desired component. Press the Jobs button. Select the required overhaul job and sign out as normal. The circulating component is now ready to be remounted to the main component tree when required.

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Create and link a spare part group or spare part The Spare Part Details window, (as described in View spare part details) is specific to the spare part it is opened for. The Spare Part Basic window on the other hand, is general with regards to maker, makers type, locations, max/min stock and suppliers. This means that changing these details will change the details for all the spare parts linked to that Basic Spare Part in the database. (Please view page Create a new component in the component template window) 1. Mark the component you wish to add a spare part to in the Component List window. Click right mouse button to enter the Basic list, then choose Spare Part and Create Spare part. The "New spare part" window will open. Or Mark the component you wish to add a spare part to in the Component List window. Press the "Spare" button, click on "Edit" and then "New sparepart". The "New spare part" window will open. Note ! The fundamental principle of TM-Master is to use the same basic for all spare parts of the same type, i.e. with the same maker and makers type. Therefore, if the spare part already exists in the database, we recommend that you use this. (Step 2) If the spare part does not exist, you must create a new one. (Step 3 - 21)

2.

If the spare part exists, press to open the Spare Part objects window and type the first letter of the spare part you want to select. Press enter and mark the correct spare part in the list. The template details will be entered automatically in the Spare Part Basic window.

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or 3. 4. 5. 6. 7.

Select Spar part group or press the "new group" button to create and select a new group. Enter the name of the new spare part in the "Name:" field. Enter the short name of the new spare part in the "Short name:" field. Enter the position number you want to use or let TMMaster choose the next available. Make sure it is linked to the correct components SFi number.

8.

to see the list of the options and mark one. If the maker does not For maker choose exist, click on "Add maker" type in the information needed, and then choose the new maker

9.

and mark the correct maker in the list. by choosing Enter the information needed in the "Makers type:" field.

to see the list of the options and mark one. If the supplier does not 10. For Supplier choose exist, click on "Add supplier" type in the information needed, and then choose the new supplier by choosing and mark the correct supplier in the list. 11. Enter the information needed in the "Main suppl ref:" field. 12. For location choose to see the list of the options and mark one. If the location does not already exist, click on "Add location" type in the information needed, and then choose the

13. 14.

15. 16.

and mark the correct location. Note ! All Spare Part Basics new location by choosing must have a location code. A dot (.) is set as default. Enter the information needed in the "Std Code:" field. Choose "Use central addr" to use an address list similar to the office. This list can be obtained from the office and imported into TMMaster. View the book File menu page Import Shipnet Address File for further information. Enter the price of the spare part in NOK. If the spare part is a critical part, which the maintenance depends on. You should define the

box. spare part as a critical spare part by marking the 17. Enter minimum, maximum and stock levels for the spare part. 18. Select the correct unit of measurement in the "UOM:" field. 19. Enter the weight of the spare part in the "Weight:" field. 20. Enter the information needed in the "Specification" field. 21. When all the details in the Spare Part Basic window are correct press save. 22. Repeat points 2 to 21 to enter a new spare part or press the Esc key to exit the window. Note ! Name, short name and specifications are particular to this spare part If you change any of these fields in this window, it will be entered as a new Spare Part Basic in the Spare Part Basics window.

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Locations window Note ! Stock can only be updated when in basic mode in TMMaster. If you use the stock button when not in Basic mode you can only withdraw spare parts. 1. Mark the component that you whish to change information for. Click right mouse button to enter the Basic list, then choose Spare Part and Update Spare Part. You will enter the Spare Parts window.

.

2.

To make changes to the location, mark the spare part you want to edit and press

3.

To add a location to the selected spare part, choose Mark the location on the Locations list and confirm the selection with OK. If you wish to change the main location for the selected spare part, mark the new main

4.

location then press Note ! The main location will be marked in green colour. 5.

To change a location, mark the location you wish to change and choose the new location from the Locations list and confirm with OK.

6. 7.

To delete a location, mark the item then choose Update stock by clicking into the "In stock" field of the correct location and change the stock to the correct amount. Press save when finished.

8.

Mark

Delete spare part group or spare part 1.

2.

3.

Mark the component you want to change the information for. Click right mouse button to enter the Basic list, then choose Spare Part and Update Spare parts. You will enter the Spare Parts window. If you want to delete a spare part from the component, mark the spare part and choose the Details button at the bottom left of the "spare part" window and choose Delete in the "Spare part details" window. or mark the spare part and choose Delete from the File menu. Confirm the deletion by pressing OK. To delete a spare part group with all it’s subparts, mark the Group name and choose Delete group with all spare parts from the File menu. Confirm the deletion by pressing OK.

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Add - delete pictures or documents in the database

1. 2.

3.

4. 5.

button. You will Mark the component you want to add the picture to. Click the enter the Spare Parts window. Mark the spare part group you want to add the picture to and Click the "Link/Show document" button at the bottom right of the "Spare part" window. The "Document linked to ..." window opens.

To find a picture or document click on the "New" button. The "Select the document-file to be connected" window opens.

In the "File name:" field choose the picture or document you want to connect. In the "List files of type" field choose which file type you want to connect. The most commonly used file types are listed - *.bmp, *.jpg, *.tif, *.doc. If you want to connect another file type choose "All files (*.*)". All file formats are supported, as long as you have a program associated with the file type. 6. Choose from which folder you want to select a picture or document in the "Folders:" field. 7. Choose from which Floppy drive, hard drive, CD - ROM, DVD or network drive you want to select a picture or a document from. 8. When you have chosen your picture or document click the "Ok" button. You will be returned to the "Document linked to" window. 9. The name of the file selected will be shown in the "Document file" field. Apply an appropriate name for the picture or document in the "Description:" field. Then press the Save button. 10. Press the "Show" button to view the picture or document. The program associated with the file type will show the picture or document. Close the program when finished viewing. 11. If you want to delete a picture or document from the list, select the name and press Delete.

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Create a new job for a component As with component and spare part templates, all jobs which have been defined are stored in the database and can easily be linked to new components. New jobs can also be created at any time. This is done through the Jobs Descriptions, Job Description and Jobs windows. 1. Mark the component for which you wish to create a new job. Click right mouse button to enter the Basic list, then choose Job and Create Job to enter the Jobs Descriptions window. 2. The Jobs Descriptions window is divided into two parts. The top part displays the different job categories available. Mark a category to see a short description of the jobs in the lower half of the window. Mark a job to see a more detailed description in the Job Description window. To see a full description of another job, mark that job in the Jobs Descriptions window. The Job Description window will be changed automatically. When a suitable job is found, choose You will be entered into the Job window. Go to step 4.

and choose “Basic job Note ! You can print a list of the “Basic job description”, push description” in the Report selecting window. Print or Preview the report. (Print a report of an active window ) 3. If a suitable job does not exist, a new job can be created. Mark the correct job category in the top part of the window, then choose Create new basic job from the Options menu. A new Job Description window will open, with the next available job code number. Enter a short description of the job in the field (max 30 characters), then mark the description field and write a full description of the job. press Save, OK, then window.

to enter the Job

Note ! For details on how to enter a new job category, please view Edit list of job types. 4. In the Job window, enter the interval(s) for which you want the job to become due. A job can

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be based on time, running hours or both.

Note ! If both time and running hours are present, the job will become due as soon as the first of the “next due” targets is reached. y For a time based interval, select type of interval in the drop-down list to the right of the interval 1 field. The program will suggest interval = 1 and compute the due date. Change the Interval and the due date if necessary. y For a running hour based interval, enter the number of hours in the Interval 2 field. The Due Hours field will be filled automatically with the default due hours, which is equal to the interval set. If you wish to change the first due hours, then mark the field and enter the new due hours. 5. If you wish to add a standard report form to a job, then choose “Connect SRF” A window with available SRF-forms is displayed. Mark the form to be connected to the job. The form must be filled out when the job is due. You can also disconnect SRF with the “Disconnect SRF” - button if needed. 6. DnV supplies a list of CMS components. Major jobs on these components are defined as class-related jobs. When the “Class-rel job” field is checked a “CMS code” field appears above the “Instr. book ref” field. Enter the cms-code in the field. 7. You can connect a file describing the job in the “Instr book ref” field. Put the file you want to use in the folder c:\tmmaster\tmjobsheet, and write the filename in the “Instr book ref” field. Note ! Windows must know the filename. The line “TMJobsheet=C:\tmmaster\tmjobsheet” must be added to the [INSTALLATION]group in tmmaster.ini. In the job details window a new button called “Job sheet” will appear when a file is connected to the job.(View job details) 8.

to the right of the If you want to assign the job to a department push the "Department:" field and choose the department you want to assign the job to from the list.

to the right of the "Assign job If you want to assign the job to a crew member push the to:" field and choose the crew member you want to assign the job to from the list. 10. When the details are correct press Save then OK. The job will be saved and you will be returned to the Jobs Descriptions window. 11. Repeat Steps 2 through 8 if necessary or press the Esc key to exit. You will be returned to the Component List window.

9.

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Link a spare part to a job 1.

2.

3. 4. 5.

Mark the component which job you wish to link spare part(s) to in the Component List window. Click right mouse button to enter the Basic list, then choose Job and Update existing Job to enter the Component Jobs window. Mark the job you wish to link a spare part to and choose Spare parts for the component from the Options menu. The Spare Parts window will open. You will be Mark the spare part you wish to link to the job and choose returned to the Component Jobs window. Mark the spare part in the bottom of the window, then mark the field Est con and type the estimated consumption of spare parts in the column. Press the Esc key to exit the Component Jobs window when you are finished.

Edit job specifications or cancel job for a component 1.

2. 3.

Mark the component you wish to edit the jobs for in the component list. Click right mouse button to enter the Basic list, then choose Job and Update Existing Job to enter the Component Jobs window. Mark the job you wish to edit and choose Basic details from the Options menu to enter the Job window. In the Job window, you can edit the interval(s) for which the job becomes due, define the job section, add an instruction book reference or add a scheme to the job. For further instructions, please view page Create a new job for a component.

Confirm in the dialogue box by choosing OK. To delete the job, choose When all the details are correct, press Save then OK. The job will be saved and you will be returned to the Component Jobs window. Note ! You are still in basic mode after exiting the Job window. Select another job to edit or exit Basic mode. Do not perform routine tasks while still in Basic mode. 6. When you are finished, exit the Component Jobs window and Basic mode by pressing the Esc key. 4. 5.

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Delete spare part linked to job 1.

2.

3. 4.

Mark the component whose jobs you wish to delete in the Component List window. Click right mouse button to enter the Basic list, then choose Job and Update Job to enter the Component Jobs window. Mark the job you wish to edit. The spare parts and estimated consumption for that job will appear in the lower part of the Component Jobs window. button, then OK. Mark the spare part you wish to delete and press the Press the Esc key to exit the Component Jobs window when you are finished.

Copy jobs from one component to another 1.

2.

3. 4. 5.

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Mark the component you wish to copy the jobs from in the Component List window. Click right mouse button to enter the Basic data list and choose Job and Copy jobs from a component. Choose OK and the Selected Components window will open. Mark the components you wish to copy the jobs to in the Component List window and they will be entered in the Selected Components window.

When all the components are selected, press OK then OK again. If you wish to copy the instruction book reference, choose Yes in the dialogue box.If not, choose No. When you are finished, you will be returned to the Component List window.

The utilities command 1.

Click right mouse button pointing at the component you want to change the code for, in the Component List window, to enter the Basic list. Choose Component and then Change Component Code. Note ! If there are sub components linked to the component you want to change the code for, they must be moved to a dummy code first. Refer to the example below. 2. Enter the new code for the component and then OK to confirm the entered code. You will be returned to the Component List window automatically. How to change component codes in TM-Master 1. To change single component codes: y Highlight the actual component in the component list. y Go the basic data menu, choose components and Change component code y Type in the new component code. 2. To change groups of components, the sub components, has to be moved away first, and then moved back into the structure, e.g. 731.05 Starting Air Compressor 731.05.01 El. motor Change 731.05.01 into a dummy e.g. 731.50. Then change 731.05 into 731.01, then at last change 731.50 into 731.01.01. By using this procedure you will keep the jobs and history with the components It is recommended that as few components are being modified at a time. Hint: Take a backup of the database before changing the component codes

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Super User Mode Enter Super-User mode Note ! You can not perform normal tasks in Super-User mode. This mode is for system modification only. 1. Exit all TM-Master applications. Log on using the Super-User name and password. 2. TM-Master will open. The title bar will contain the Super-User name. The edit menu will be different to the edit menu in normal mode and you will not have access to the regular TMMaster functions. 3. Exit Super-User Mode immediately after the necessary changes have been made. Super-User mode is used to make changes to the TM-Master settings. The following options may be edited in Super-User Mode: y Edit y Chart of accounts y Codes y Component types y Component category y Import component categories y Job types y Job priorities y Postpone reasons y Job remarks y Condition y Reasons why y Symptom y Unit of measurement y Import standard UOM y Order y Delivery terms for orders y Expense type y Forwarding by y Order header standard text y Order footer standard text y Divisions and Applications y Experience with suppliers y Departments y

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QA status of companies

y

TM-Master users and their permissions

y

Configuration y Order number y Update vessel table for all users

y

Miscellaneous y Select only systems with children y Select all systems y Check component structure y Check database consistency

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Chart of Accounts You can import the chart of accounts from the file menu. See the book File menu page Import Chart of Accounts for further information. When you are logged in as super user you can edit the chart of accounts. y In the "Account No:" field you can type the account number. y In the "Account Name:" field you can type the mane of the account. y you can tick off if the account number is an accounting group. y In the "subordinate to accounting group:" field you can type the account group. y

Press

y

Press

y

Press

to enter a new account number. to delete selected account number. to store the new account number you have typed.

Edit list of component types This option is used to edit the list of component types in the component specifications window in TMMaster. 1. In the Super-User mode, choose Component Types from the Codes list of the Edit menu.

2.

Select the job you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than nine characters.

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3.

To enter a new job, choose choose Save and Yes.

4. 5.

To delete a job, mark that job and choose then OK. Repeat steps 2-4 until the list of jobs is complete, then press the Esc key to exit the Component types window.

Enter the new code and name in the fields, then

Edit list of component category This option is used to edit the list of component category in the component specifications window in TMMaster. 1. In the Super-User mode, choose Component category from the Codes list of the Edit menu.

2.

Select the job you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than one character. 3.

To enter a new job, choose choose Save and Yes.

4. 5.

To delete a job, mark that job and choose then OK. Repeat steps 2-4 until the list of jobs is complete, then press the Esc key to exit the Component catagory window.

Enter the new code and name in the fields, then

Import component categories This option is used to import the list of component category used in the component specifications window in TMMaster. 1. In the Super-User mode, choose Import component category from the Codes list of the Edit menu.

2. 3.

Select the *.csv file you want to import from its folder on the hard drive and press Ok. When the codes has been imported a small confirmation window will appear. Click Ok to continue.

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Edit list of job types This option is used to edit the list of jobs available in the Jobs Descriptions window in Basic Mode. 1. In the Super-User mode, choose Job Types from the Codes list of the Edit menu.

2.

Select the job you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than three characters. 3.

To enter a new job, choose choose Save and Yes.

4. 5.

To delete a job, mark that job and choose then OK. Repeat steps 2-4 until the list of jobs is complete, then press the Esc key to exit the Jobs Codes window.

Enter the new code and name in the fields, then

Edit list of job priorities This option is used to edit the list of job priorities in the Job basic details window in TMMaster. 1. In the Super-User mode, choose Job Priorities from the Codes list of the Edit menu.

2.

Select the job you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than one character.

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3.

To enter a new job, choose choose Save and Yes.

4. 5.

To delete a job, mark that job and choose then OK. Repeat steps 2-4 until the list of jobs is complete, then press the Esc key to exit the Job priorities window.

Enter the new code and name in the fields, then

Edit list of job postpone reasons This option is used to edit the list of postpone reasons available in the Job Details window. 1. In the Super-User mode, choose Postpone Reason from the Codes list of the Edit menu.

2.

Select the reason you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than fifty characters. 3.

To enter a new reason, choose fields, then choose Save and Yes.

4. 5.

To delete a reason, mark that reason and choose then OK. Repeat steps 2-4 until the list of reasons is complete, then press the Esc key to exit the Reason why postponed window.

Enter the new code and reason (name) in the

Edit list of remarks This option is used to edit the list of remarks available in the Jobs Done and Service Report windows. 1. In the Super-User mode, choose Job Remarks from the Codes list of the Edit menu.

2.

Select the remark you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than five characters. 3.

To enter a new remark, choose fields, then choose Save and Yes.

4. 5.

To delete a remark, mark that remark and choose then OK. Repeat steps 2-4 until the list of remarks is complete, then press the Esc key to exit the Job remarks window.

Enter the new code and remark (name) in the

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Edit list of conditions This option is used to edit the list of conditions available in the Jobs Done and Service Report windows. 1. In the Super-User mode, choose Condition from the Codes list of the Edit menu.

2.

Select the condition you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than three characters. 3.

To enter a new condition, choose the fields, then choose Save and Yes.

4. 5.

To delete a condition, mark that condition and choose then OK. Repeat steps 2-4 until the list of conditions is complete, then press the Esc key to exit the Condition window.

Enter the new code and condition (name) in

Edit list of reasons why job was done This option is used to edit the list of reasons why a job was done in the Jobs Done and Service Report windows. 1. In the Super-User mode, choose Reason Why from the Codes list of the Edit menu.

2.

Select the reason you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than three characters.

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3.

To enter a new reason, choose fields, then choose Save and Yes.

4. 5.

To delete a reason, mark that reason and choose then OK. Repeat steps 2-4 until the list of reasons is complete, then press the Esc key to exit the Reason why window.

Enter the new code and reason (name) in the

Edit list of symptoms This option is used to edit the list of symptoms in the Jobs Done and Service Report windows. 1. In the Super-User mode, choose Symptom from the Codes list of the Edit menu.

2.

Select the symptom you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than three characters. 3.

To enter a new symptom, choose the fields, then choose Save and Yes.

4. 5.

To delete a symptom, mark that symptom and choose then OK. Repeat steps 2-4 until the list of symptoms is complete, then press the Esc key to exit the Symptom window.

Enter the new code and symptom (name) in

Edit list of unit of measurement This option is used to edit the list of unit of measurement in the "new spare part" or order window in TMMaster. 1. In the Super-User mode, choose Unit of measurement from the Codes list of the Edit menu.

2.

Select the job you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than nine characters. 3.

To enter a new job, choose choose Save and Yes.

4. 5.

To delete a job, mark that job and choose then OK. Repeat steps 2-4 until the list of jobs is complete, then press the Esc key to exit the Unit of measurement window.

Enter the new code and name in the fields, then

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Import standard UOM This option is used to import the list of Unit of measurement used in the "new spare part" or order window in TMMaster. 1. In the Super-User mode, choose Import standard UOM from the Codes list of the Edit menu.

2. 3.

Select the *.csv file you want to import from its folder on the hard drive and press Ok. When the codes has been imported a small confirmation window will appear. Click Ok to continue.

The codes of the order system This option is used to edit the list of codes for the Order Processing windows. You can edit codes for : Delivery terms, Expense type, Forwarding by, Order Header, Order Footer. Below is an example. 1. In the Super-User mode, choose Delivery terms from the Order list of the Codes list of the Edit menu.

2.

Select the delivery term you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than three characters.

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3.

To enter a new delivery term, choose (name) in the fields, then choose Save and Yes.

4. 5.

To delete a delivery term, mark that delivery term and choose then OK. Repeat steps 2-4 until the list of delivery terms is complete, then press the Esc key to exit the Delivery Terms window.

Enter the new code and delivery term

Edit list of division and applicaton This option is used to edit the list of divisions in the Component List. 1. In the Super-User mode, choose Division from the Codes list of the Edit menu.

2.

Choose the Divisions and Applications you want to use and push the

button.

Edit list of experiences with suppliers This option is used to edit the list of experiences in the Company Details window. 1. In the Super-User mode, choose Experience from the Codes list of the Edit menu.

2.

Select the experience you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than three characters. 3.

To enter a new experience, choose in the fields, then choose Save and Yes.

4. 5.

To delete an experience, mark that experience and choose then OK. Repeat steps 2-4 until the list of experiences is complete, then press the Esc key to exit the Experience with suppliers window.

Enter the new code and experience (name)

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Edit list of department This option is used to edit the list of sections in the Jobs window. 1. In the Super-User mode, choose Department from the Codes list of the Edit menu.

2.

Select the department you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than one characters. 3.

To enter a new department, choose in the fields, then choose Save and Yes.

4. 5.

To delete an department, mark that department and choose then OK. Repeat steps 2-4 until the list of departments is complete, then press the Esc key to exit the Department window.

Enter the new code and department (name)

Edit list of quality assurance status This option is used to edit the list of quality assurance status available in the Company Details window. 1. In the Super-User mode, choose QA from the Codes list of the Edit menu.

2.

Select the status you wish to edit in the left window and mark the field you wish to change. Edit the details, then press Save. Note ! The code can not contain more than four characters.

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3.

To enter a new status, choose fields, then choose Save and Yes.

4. 5.

To delete an status, mark that status and choose then OK. Repeat steps 2-4 until the status list is complete, then press the Esc key to exit the Quality assurance status window.

Enter the new code and status (name) in the

Edit list of users and users permissions This option is used to edit the list of users that are using TMMaster. How to add a new user : 1. In the Super-User mode, choose Users from the Edit menu.

2.

Push the

3.

Enter the name of the new user in the User name field. As UserID the first four characters of the user name is suggested by the program, you can either accept the suggested UserID or change it to another UserID with maximum four characters. In Password you must

button.

provide a password for the user, maximum 6 characters. Push the button to return to the User permission window. How to edit user permissions : 4. Mark the new user you have created in the Users field of the User permission window and assign the correct permissions. Choose Divisions and Applications and Departments and use the radio buttons to assign the correct permissions. Push the finished.

buuton when

135

5.

Repeat steps 2-4 until the list of users is complete, then press the button to exit the User permission window. How to Copy a users permissions : 1. Mark the user you want to assign permissions to in the User permission window and push the

136

button.

2.

Mark the user you want to copy permissions from and push the

3.

Push the

button or the

button.

button to close the User permission window.

Edit list of number construction This option is used to edit the numbers given to orders and requisitions. 1. In the Super-User mode, choose Order number from the Configuration list of the Edit menu.

2.

Note ! 3. Note ! 4.

Use the

to view the options in the list drop box.

Mark an option and it will automatically be entered in the first available field. If you choose “Number with fixed length”, then enter the number of digits in the Serial Number Length field. The first field and the year field must not exceed 11 characters. Repeat until finished. To edit the separators between each part, mark the field and enter the separator you want. The order number can contain a maximum of four parts and three separators. Choose Save then OK to finish. Press the Esc key to exit the Order Number Construction window.

Check Component Structure If you encounter a problem showing sub components, if sub components appear to be missing. choose Check component structure from the Miscellaneous list of the Edit menu. When the check is finished a small confirmation window will appear. Click Ok to continue.

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Check database consistency If you encounter a problem with components or jobs is missing from components, choose Check database consistency from the Miscellaneous list of the Edit menu. When the check is finished a small confirmation window will appear. Click Ok to continue.

In the "Database consistency check" window a list of components with consistency problems will be shown. Print the list or send it on mail to the support personnel together with the ships database to fix the problems.

Click on the finished.

138

button in the upper right corner of the "database consistency check" window when

The File Menu Import Shipnet Address File 1.

Press "Import Shipnet Address File" from the file menu. The data transfer and loading window will open in the background and the "Select the Shipnet address file to be imported" window will also open.

2.

Select the *.csv file that has been provided by the office from its location and press Ok to continue. A window will appear asking you if you want to delete old addresses obtained from the office, press OK to continue.

3.

The next message states that the operation may take some time. Press OK to continue.

4.

The progress will be shown with red indicator line at the bottom of the "Data transfer and loading" window. When the import is finished the window will automatically be closed.

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140

Import Shipnet Budget File

will not be active until both a "chart of accounts" file and a budget file has been Note ! The imported. The order system must be set up to use Shipnet or TMPO in order to use the budget or cost analysis system in TMMaster How to import Chart of Accounts is described in the book File menu and the page Import Chart of Accounts.

1.

Click on "File" then "Import Shipnet Budget File". The "Data transfer and loading" window open in the background and the "Select the Shipnet budget file to be imported" will also open.

2.

Select the *.csv file that has been provided by the office from its location and press Ok to continue. The progress will be shown with red indicator line at the bottom of the "Data transfer and loading" window. When the import is finished a summary of the operation will be shown and the window will automatically be closed.

3.

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Import Chart of Accounts

will not be active until both a "chart of accounts" file and a budget file has been Note ! The imported. The order system must be set up to use Shipnet or TMPO in order to use the budget or cost analysis system in TMMaster How to import a budget file is described in the book File menu and the page Import Shipnet Budget File. 1.

Click on "File" then "Import Chart of Accounts". The "Data transfer and loading" window open in the background and the "Select the chart of accounts file to be imported" will also open.

2.

Select the *.csv file that has been provided by the office from its location and press Ok to continue. The "Data transfer and loading" window will show a summary of the operation when finished.

3.

Click on the

142

in the upper right corner of the window when finished.

Add SRF Template Templates are predefined documents, that decide what the SRF will look like, and what information should automatically be inserted from the TM-Master system. The templates can be created using Word, Excel or ITForms. They then have to be added to TMMaster, by using the 'Add SRF Template' function in TM-Master. After the templates have been added to TM-Master, the user can start connecting the templates to Jobs. Once connected to a job, the user can fill in the SRF when signing out jobs. Word and Excel templates can be created by anyone that can use Word and Excel. The ITForms Templates however can only be created by Tero Marine AS. View SRF (Standard Reporting Forms) in this manual to learn how to work with SRF. If you don't want to create your own templates (Word, Excel), we will offcourse be able to help you with this. Contat us for pricing, and details.

Transfer the due list to the office If you or the office want you to create and send a due list click on "Transfer the due list to the office". A report will be created and put in the comm folder. The report is ready to be sent to the office with the email system you use to send and receive data. 1. Click on "File" then "Transfer the due list to the office". 2. A window will open saying: saved data will be transferred to the office. Click "Ok" to continue or "Cancel" to stop the operation.

3.

The "Data transfer and loading" window will open, and a red indicator at the bottom will show the progress of the operation.

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3.

When the report is created a window will open showing the path and the name of the file. Click "Ok" to continue.

3.

The "Data transfer and loading" window will show a summary of the operation. When you have viewed the information shown you can close the window with the corner.

in the upper right

Exit This is used to exit TMMaster. You can also exit TMMaster by clicking on the right corner of the TMMaster window. After you click on "Exit" or to continue using TMMaster.

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button in the upper

you will be asked what you want to do. Click on "Yes" to exit or "No"

The Options menu Edit the address list

Choosing Address List from the Options menu, is the same as pushing the button. Please view the book The address list and the pages in that book. i.e. Search for a company

Edit crew list 1.

Choose Crew from the Options menu to enter the Crew window.

2.

To enter a new member in the crew list, choose In the “Initials:” box : type in the initials of the new crew member In the “Name:” box : type in the name of the new crew member.

3. 4.

. When all the details are correct, press When a crew-member is selected in the crew-list, the name may be edited. Use the button to save the changes.

5. 6.

7.

To delete a member from the crew list, mark the member and choose When a crew member is on board make sure there is a v in the "On board" field. When a crew member is checked of here he will appear in the "Done by:" field in the jobs done window. When you are finished, press Esc key to exit the Crew window.

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Edit the location list 1.

Choose Locations from the Options menu to enter the Store Locations window.

2.

You can view the spare part locations list or the component locations list by selecting one or the other.

3.

To enter a new location, choose . Enter the name of the new location in the Store location field. When finished press Save. Note ! The location name can not contain more than 20 characters. 3. 4.

5.

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To delete a store location from the list, mark the location and choose You can print a report from several spar part locations if you wish by clicking the "Select multiple locations for spare part reports", then click once on each of the spare part locations

button, choose the report you you want to include in the report. Then click on the want and click on the print button to print the report. When you are finished, press the Esc key to exit the Store Location window.

Edit the Currency list The Currency list is available through the options menu or through the spare part template window (view create and link a spare part group or spare part). To enter a new currency unit, or update the exchange rate, choose Currency from the Options menu. The currency window will open. y

Select the currency you wish to update in the left window and mark the field you wish to change. When all the details are correct, choose Save to finish.

y y

then enter the information in the fields. When To enter a new currency, choose all the details are correct, choose Save to finish. To delete a currency, mark the currency you want to delete in the left window and push the

y

button and confirm by choosing ok in the window that appears. Press the Esc key to exit the window.

Note ! The exchange rates may be entered as they are quoted in the press; they do not need to be broken down into single units, e.g. 1 DM or 1 Yen.

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Update running hours The running hours for each component are displayed in the Component Jobs and Maintenance Due Calculation windows. However, the updating of running hours and changes to the running hours list can only be made in the Running Hours window. This window contains a list of all the main running hours receiving components. Note! All sub-components to the main running hours receiving components on the list also receive running hours, although they are not mentioned on the list. If you wish a subcomponent to receive running hours independently of the main component, the sub-component must be entered into the running hours list separately. 1. Choose Running hours from the Options menu to enter the Running Hours window.

2.

3. 4.

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Mark the component you wish to update the running hours for. Choose and write the new total of hours in the New Hours column. Choose Save then OK. The date and initials will be entered automatically. Press the Esc key to exit the Running Hours window when you are finished. If the ship has automatic integration between the timecounter and TM-Master, use the Auto update button to update Running hours.

Edit the running hour list 1.

Choose Running hours from the Options menu to enter the Running Hours window.

2.

To add a component to the running hours list, mark that component in the Component List

3.

then OK. The component will be changed to an hour receiving window. Choose component. To remove a component from the running hours list, mark the component in the Running

4. 5.

Hours window. Choose then OK. Press the Esc key to exit the Running Hours window when you are finished. The Auto update button is normally disabled. It is activated if TMMaster has been setup with a running hour interface.

Circulating components Circulating components are comprehensively explained in Mount - Dismount circulating components, please refer to this page for help about circulating components.

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Icons Here you can reach all the icons on the Tm-Master title bar.

Here you can reach the following icons without the mouse : y Address List y Component Specification y General Maintenance y Hist y Maintenance Jobs y Maintenance Due Calculation y Order Processing y Spare Parts y Note y Search y Std Reporting Forms y Report y Satellite communication

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The Communication Function Transfer data to office This window enables you to transfer any changes to the database to head office via E-mail. Transfer Saved Data:

1. 2.

button. Press the You will be asked to confirm the task, by pressing OK or Cancel.

Data Loading: 1. Data changed since last transfer will be loaded to a communications file. Loading Confirmation: Once the communications file has been created you will be asked to confirm. Click OK. To find the communications file name: 1. From the desktop, choose the icon My computer by double-clicking the mouse. Choose the disc where the TM-Master is located, then the TM-Master and Comm directories. The files in this directory will be listed. 2. The file with the extension VTO is to be transferred to head office by e-mail. 3.

Close each directory window by clicking the to the desktop.

, when you are finished. You will be returned

TM-Master Ship - Shore Communication and purchase facility

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The Select Vessel Function. Only for office Select vessel database. Only for office This window enables you to select the active vessel database for TM-Master. button. The Vessels window will open.

1.

Choose the

2.

Mark the vessel you want. The Component List window will automatically be updated with the systems and components in the new database. Work in TM-Master as normal.

How to add vessels. Only for office 1. 2. 3.

Restore databases from the different vessel(s).(view the page Restore the database) Start TMMaster as Super user. Choose Users on the edit menu, the User permission window below will appear.

4.

Push the

5.

The window below will appear, mark the database you want to add and push the button. Push the finished.

6.

button.

in the upper right corner of the “Add vessel to system” window when

You will return to the User permission window. Mark the vessel(s) you want to make button. Mark a vessel in the Vessels available window and give available and push the the user(s) the permission(s) needed.

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The E0 System (UMS) General Functions

Enter E0 mode and view systems, components and alarms 1.

In normal TM-Master mode, choose E0-alarm-system from the Applications menu. You will access the TM E0 Alarm System. 2. Double-click on a system to see the components with E0-alarms for the system. Double-click on a component to see the alarms for the component. 3. Press the Esc key to exit the E0 mode. The TM-E0-Alarm System deals with specifications, function testing and history/ documentation of the E0-alarm plant. Information and functions that are to be found in the TM-Master E0-Alarm System includes: y Specifications for each alarm, including description, set-points, suppliers, etc. y List of alarms for each system and component y Jobs for each alarm (with details) y History for each alarm y Maintenance due function y Search function of history y Print function

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View alarm specifications

1. 2.

In E0 mode, mark the alarm in the E0-Alarm Structure window. Choose The E0 Alarm window will open. To view details of another alarm, mark that alarm in the E0-Alarm Structure window. The E0 Alarm window will automatically change.

3. Press the Esc key or choose again to exit the E0 Alarm window. The E0-Alarm specification window is similar to the Component Details window, listing the specifications for each alarm. The following information is displayed: y Alarm number and type y Description of alarm y System and component alarm is linked to y Bridge alarm group y Sensor type and code y Work value y Set point and delay y Supplier y Central number and description y Remarks

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View lists of alarms 1.

In E0 mode, mark the system or component in the E0-Alarm Structure window and choose

2.

The E0 Alarm List window will open. To view alarms for another system or component, mark the system/component in the E0Alarm Structure window. The E0 Alarm List window will automatically be updated.

3. Press the Esc key or choose again to exit the E0 Alarm List window. A list of the alarms for each system or component can be viewed by choosing the Alarm List button. The following information will be displayed: y Alarm number y Bridge alarm group (BA) y Alarm type y Description y Delay (D) y Set Point

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View lists of jobs 1.

2. y y y 3.

In E0 mode, mark the system, component or alarm in the E0-Alarm Structure window.

Choose The E0 Jobs window will open. The jobs can be sorted by type or by interval. To change method of sorting, mark the method with the pointer. The colour-coding of the due dates indicates the following: Green = Not due yet Yellow = Due this week Red = Overdue To view the E0 maintenance jobs for another system, component or alarm, mark the item in the E0-Alarm Structure window. The E0 Jobs window will automatically change.

again to exit the E0 Jobs window. 4. Press the Esc key or choose The E0 Jobs window displays the planned maintenance routines for a selected system, component or alarm. The list will include: y Jobs for a single alarm. (Mark the alarm) y Jobs for all the alarms linked to a component. (Mark the comp.) y Jobs for all the alarms in the system. (Mark the system) The E0 Jobs window is similar to the Component Jobs window. Information displayed in the window includes: y Job types y Job numbers y Short description of jobs y Job intervals y Next due date (colour coded) The list can be sorted by interval or by job type and also gives access to the E0 Job Details window.

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View Job Details in E0 1.

In the E0 Jobs window, mark the job and choose or choose Details from the Options list. 2. The E0 Job Details window will open. To view details for another job, mark the job in the E0 Jobs window. The E0 Job Details window will be updated automatically. 3. Press the Esc key to exit the E0 Job Details window. From the E0 Jobs window, you can enter the E0 Job Details window to view the full details of each job. This window contains the following informations: y Alarm system. y Alarm no. y Full description of the job

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E0 Service Reporting Write an independent service report: 1. In the E0 Jobs window, choose Create Service Report from the Options menu. The E0 Service Reporting window will open. 2. Enter the service details. Make sure all the information is correct, as this becomes part of the jobs history and can not be changed. Note ! You do not have to enter information in all the boxes, but information can not be added after the report has been completed. To enter information: Enter the person who

y did the job. Choose the

Enter a remark to the

y job. Choose the y y

and mark an option.

and mark an option or enter your own remark in the field.

Mark the field and enter the number of hours used on the job. Use integral (whole) numbers only. To enter a full service report, mark the Service Report field and write your comments.

Enter the date at which the job was actually done. Todays date is entered automatically; to change it mark the field and write the date. 3. When all the details are correct, choose Save. The service report will be entered into the alarm’s history and you will be returned to the E0 Jobs window. The E0 Service Reporting window: From the E0 Jobs window, it is possible to write a service report independent of the regular jobs scheduled for the alarm. The report is similar in format to the jobs done report and is entered into the alarm’s history as an SRV (service report). Writing such a report does not affect the due date of the regular jobs scheduled for the alarm. y

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E0 Jobs Done In the E0 Jobs window, it is also possible to sign out scheduled jobs, similar to the E0 Maintenance Due Calculation window. This function is especially convenient when jobs are done ahead of schedule and will not appear in the E0 Maintenance Due Calculation window, but can be used at any time. Sign out finished jobs from the Jobs window: 1. In the E0 Jobs window, mark the job and choose Jobs Done from the Options menu. 2. Follow instructions for the E0 Job Done window, page Signing out multiple jobs. When you are finished, you will be returned to the E0 Jobs window.

View job’s history 1.

Mark the job in the E0 Jobs window, then choose History from the Options menu.

2. 3.

To view the service report for a job, mark the job. To view the job history for another job, mark the job in the E0 Jobs window. Then choose History from the Options menu. 4. Press the Esc key to exit the E0 Job History window. You will be returned to the E0 Jobs window. The E0 Job history window: The E0 Job History window shows the history for each individual alarm. The following information is displayed in the E0 History window, provided the details were entered when the job was signed out as job done: y When the job was done (Done) y When the job was due (Due) y Type of job (Job) y Job number (No) y How often the job is due (Int) y Who entered it in the files (Sign.) y Who did the job (By) y How long it took to do the job (H) y When the job is/was next due (Next due) y Remarks and Service report, if any.

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View E0 maintenance due schedule This is the main function for calculating the E0 maintenance due schedule. The window displays the following informations: y Alarm number (Alarm no.) y Alarm type (Type) y System alarm is linked to (Syst) y Component alarm is linked to (Comp.) y Bridge alarm group (Br. gr.) y Alarm Delay (Delay) y Job description (Description) y Set point (Set point) y Work value (Work value) y Job code (Job code) y Job interval (Int.) y Type of interval ( ) y Due date (Due date) The due schedule can be sorted by date or by alarm number.

1.

In the E0 mode, choose

The E0 Maintenance Due Calculation window will open.

Enter the criteria upon which you want the maintenance due calculation to be done. One or more of the following criteria can be entered: y

Selects the date for which the due by calculation is done. Today’s date is automatically entered, but may be changed by marking the field and writing the chosen date in the format dd.mm.yyyy (e.g. 01.01.1996), or by pushing the

y

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button and choosing a date.

Selects the order in which the calculated jobs are sorted. Mark the appropriate option using the pointer.

Select a job type. Click

y once on the list box button to view the options.

y

3. 4.

Select one or more groups of alarms for which the jobs due are calculated. Mark the From field and enter the alarm number where you want the search to start, then go to the to field and enter where the search should finish. You do not have to enter the whole number; e.g. for all alarms between 5000 and 6000, enter 5 and 6. Press OK. The calculation will be done and the result shown in the window. Repeat steps 2 and 3 for every new calculation. To view the details of a job, mark the job and choose (Please see page View Job Details in E0 for further details on this window) Press the Esc key to exit the Job Details window.

5.

If you are signing out multiple jobs you must check off the field. Mark the jobs to be multisigned, and choose the “Jobs done” button. In the Maintenance Due Calculation window, the signed out jobs will be marked with a grey colour. Note ! Multi sign can not be used if the job needs a specific service report or if there are any remarks to the job.

6.

7.

The Report Selecting window will To print E0 maintenance due schedule, choose open. Mark the report you wish to preview, confirm your choice and choose to view the report or to print the report. To exit the E0 Maintenance Due Calculation window, press the Esc key.

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Sign out single jobs The E0 Jobs Done window is used to sign out single or multiple jobs done. This removes them from the jobs due list and update the alarm’s history. This window is usually reached through the E0 Maintenance Due Calculation window. There are different windows when signing out single or multiple jobs. Note ! Jobs can also be signed out through the E0 Jobs window, using the Options menu. (Please view page E0 Jobs Done) 1. In the E0 Maintenance Due Calculation window, mark the finished job. Choose The E0 Jobs Done window will open.

2.

Enter the job details. Make sure all the information is correct, as this becomes part of the jobs history and can not be changed. Note ! You do not have to enter information in all the boxes, but information can not be added after the job has been signed out. To enter information: Enter the person who

y did the job. Choose the

Enter a remark to the

y job. Choose the y y y

and mark an option.

and mark an option or enter your own remark in the field.

Mark the field and enter the number of hours used on the job. Use integral (whole) numbers only. To enter a full service report, mark the Service Report field and write your comments. Enter the date at which the job was actually done. Todays date is entered automatically; to change it mark the field and write the date.

The date and hours at which the job is next due is entered automatically. To change this, mark the field and enter a new date. 3. When all the details are correct, choose Save. The jobs done details will be entered into the alarm’s history. The job will be listed as done and you will be returned to the E0 Maintenance Due Calculation window. 4. Repeat until all the finished jobs have been signed out. In the Maintenance Due window, the jobs signed out will be marked with a grey colour. To exit the E0 Maintenance Due Calculation window, press the Esc key. Note ! The jobs will not be removed from the E0 Maintenance Due Calculation window immediately. Choose OK for the E0 Maintenance Due Calculation window to be updated. y

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Signing out multiple jobs 1.

In the E0 Maintenance Due Calculation window, check off the multi sign field : Mark the finished jobs, the jobs marked will have a dark blue color. Choose

The jobs marked will appear in the following window.

2.

Enter the job details. Make sure that all the information is correct, as this becomes part of the jobs history and can not be changed. Note ! You do not have to enter information in all the boxes, but information can not be added after the jobs have been signed out. To enter information: Enter the person who

y did the job. Choose the

Enter a remark to the

y job. Choose the y

and mark an option.

and mark an option or enter your own remark in the field.

Mark the field and enter the number of hours used on the job. Use integral (whole) numbers only.

Enter the date at which the job was actually done. Todays date is entered automatically; to change it mark the field and write the date. Note ! The information you provide will be the same for all the jobs listed in the multi sign window. 3. After filling out the information, push the save button. A message box will appear. Press the “OK” button to continue. y

4.

In the Maintenance Due window, the jobs signed out will be marked with a grey colour. To exit the E0 Maintenance Due Calculation window, press the Esc key.

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Basic Functions

Create a new alarm In E0 mode, the Basic function is used to create and edit alarms and jobs. Systems, Components, Alarm types, Job types, Job remarks, Supplier and unit of measurements are added in the Codes list. 1. In E0 mode, mark the system where you wish to add a new alarm in the E0-Alarm Structure window. Choose Basic from the Edit menu, then choose E0 Alarm to enter the Alarm window.

2.

The Alarm window will open, and details of the alarm registered to that system can be entered. Note ! Please view these pages for details on how to add new systems, components, alarm types, job types, job remarks, suppliers and work value units. To enter information: y

of the alarm. (No more than 12 characters.) Choose

y y

Mark the field and enter the number

and mark the type of alarm.

k the field and enter a description of the alarm. (No more than 50 characters)

Cho

y ose y

and mark the component the alarm is attached to.

Mark the field and enter the bridge alarm group to where the alarm belongs, if any. (No more than 3 characters.) Mark the field and

y enter the alarm’s sensor type. (No more than 30 characters.)

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Mar

y

Mark the field and

enter the alarm’s sensor code.

Mark the field and enter the alarm’s work value

y

(numeric). Choose and mark the unit of the work value. (Ref. page Edit list of units of measurement for how to enter unit of measurements). y

available.

Mark the field and enter the alarm’s delay in seconds, if

Mark the field and enter the alarm’s set point.

y

Cho

y ose y

y

y 3.

and mark the supplier or mark the field and enter one directly.

more than 5 characters)

Mark the field and enter the Central number. (No

the field and enter the Central description. (No more than 50 characters.)

Mark

Fill in any remarks about the alarm. When all the details are correct, press Save then OK. The alarm will be entered.

Continue as described on page If you wish to link a job to the alarm, choose Create a job for an alarm. If you do not wish to link a job to the alarm, press the Esc key to exit the Alarm window. Note ! You must mark an alarm to get the Link button active. 4.

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Edit alarm details or delete alarm

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1.

Mark the alarm you wish to edit the details for in the E0-Alarm Structure list. From the Basic list of the Edit menu, choose E0 Alarm to enter the Alarm window.

2.

Update the alarm details by marking the fields and entering the information. When all the details are correct, choose Save then OK.

3. 4.

To delete the alarm, choose Confirm in the dialogue box by choosing OK. When you are finished, mark another alarm in the list to update that alarm or press the Esc key to exit the Alarm window.

Create a job for an alarm As in the regular TM Master mode, all E0 jobs which have been created, are stored in the database and can be easily linked to new alarms. New jobs can also be created at any time. This is done through the E0 Jobs Descriptions, Job Description and Jobs windows. 1. In E0 mode, mark the alarm for which you wish to create a new job. Choose Find/Design/Link Job from the Basic list of the Edit menu to enter the E0 Jobs Descriptions window.

2.

3.

In E0 mode, mark the alarm in the E0-Alarm Structure window. Choose E0 Alarm from the Basic list of the Edit menu to enter the alarm window. Choose to enter the E0 Jobs Descriptions window. The E0 Jobs Descriptions window is divided into two parts. The top part displays the different job categories available. Mark a category to see a short description of the jobs in that category in thelower half of the window. Mark a job to see a more detailed description in the E0 Job Description window. To find a full description of another job, mark that job in the E0 Jobs Descriptions window. The E0 Job Description window will be changed automatically. When a suitable job is found, choose window. Go to step 5.

4.

You will be entered into the Job

If a suitable job does not exist, a new job can be created. Mark the correct job type in the top part of the window, then choose Create new basic job from the Options menu. A new E0 Job Description window will open, with the next available job code number. Enter a short description of the job in the field (max 30 characters), then mark the description field and

write a full description of the job. Press Save and OK, then to enter the E0 Job window. Note ! For details on how to enter a new E0 Job type, please view page Edit list of E0 job types. 5. In the E0 Job window, enter the interval(s) for which you want the job to become due. Enter the number of days/ months/weeks/years in the Interval field, then choose the next field or press the tabulator key. In the description field a list of the interval types will appear. Choose the one you want and it will be entered behind Interval. The Due Date field will be updated automatically with the default due date, which is today’s date + the interval specified. If you wish to change the first due date, mark the field and enter a new date.

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6.

When the details are correct, press Save then OK. The job will be linked to the alarm and saved. Press the Esc key to exit the E0 Job window. The E0 Jobs Descriptions window will still be open. 7. Repeat steps 2 through 7 if necessary or press the Esc key to exit the E0 Jobs Descriptions window. You will be returned to the E0-Alarm Structure window. Note ! If the job does not immediately appear in the E0 jobs window, then exit and re-enter TMMaster. The alarm should now appear on the list in E0 mode.

Edit job specifications or delete job for an alarm

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1.

Mark the alarm you wish to edit the jobs for in the E0-Alarm Structure list. From the Basic list of the Edit menu, choose Jobs to enter the E0 Jobs window, which lists the jobs for the alarm.

2.

Mark the job you wish to edit and choose Basic Details from the Options menu. The E0 Job window will open.

3.

Update the job details by marking the fields and entering the information. When all the details are correct, choose Save.

4. 5.

Confirm in the dialogue box by choosing OK. To delete the job, choose When you are finished, press the Esc key to exit the E0 Job window. Mark another job in the list and start again or press the Esc key again to exit the E0 Jobs window for the alarm.

The Alarm Codes

Edit list of alarm components This option is used to edit the list of alarm components in the E0 windows. 1. In the E0 mode, choose Component from the Codes list of the Edit menu.

2.

Select the alarm component you wish to edit in the Alarm component list and mark the field you wish to change. Edit the details, then choose Save. Note ! The code can not have more than five characters. 3.

To enter a new alarm component, choose (name) in the fields, then press Save and Yes.

4.

To delete an alarm component, mark that component and choose then OK. Repeat steps 2-4 until the list of alarm components is complete, then press the Esc key to exit the Alarm Component window when you are finished.

5.

Enter the new code and component

Edit list of alarm systems This option is used to edit the list of alarm systems in the E0 windows. 1. In the E0 mode, choose System from the Codes list of the Edit menu.

2.

Select the alarm system you wish to edit in the Alarm system list and mark the field you wish to change. Edit the details, then choose Save. Note ! The code can not have more than two characters. 3.

To enter a new alarm system, choose the fields, then press Save and Yes.

4. 5.

To delete an alarm system, mark that system and choose then OK. Repeat steps 2-4 until the list of alarm systems is complete, then press the Esc key to exit the Alarm system window when you are finished.

Enter the new code and system (name) in

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Edit list of alarm types This option is used to edit the list of alarm types in the E0 windows. 1. In the E0 mode, choose Alarm Type from the Codes list of the Edit menu.

2.

Select the alarm type you wish to edit in the Alarm type list and mark the field you wish to change. Edit the details, then choose Save. Note ! The code can not have more than five characters. 3.

To enter a new alarm type, choose in the fields, then press Save and Yes.

4. 5.

then OK. To delete an alarm type, mark that type and choose Repeat steps 2-4 until the list of alarm types is complete, then press the Esc key to exit the Alarm Type window when you are finished.

Enter the new code and alarm type (name)

Edit list of E0 job types This option is used to edit the list of job types available for alarms in the E0 windows. 1. In the E0 mode, choose Job Types from the Codes list of the Edit menu.

2.

Select the Job type you wish to edit in the Job types list and mark the field you wish to change. Edit the details, then choose Save. Note ! The code can not have more than four characters.

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3.

To enter a new Job type, choose fields, then press Save and Yes.

4. 5.

To delete an Job type, mark that Job and choose then OK. Repeat steps 2-4 until the list of Job types is complete, then press the Esc key to exit the Job Type window when you are finished.

Enter the new code and Job (name) in the

Edit list of E0 job remarks This option is used to edit the list of remarks available in the E0 Jobs Done and E0 Service Report windows. 1. In the E0 mode, choose Job Remarks from the Codes list of the Edit menu.

2.

Select the remark you wish to edit in the Job remarks list and mark the field you wish to change. Edit the details, then choose Save. Note ! The code can not have more than five characters. 3.

To enter a new Job remark, choose the fields, then press Save and Yes.

4. 5.

To delete an remark, mark that remark and choose then OK. Repeat steps 2-4 until the list of Job remarks is complete, then press the Esc key to exit the Job Remarks window when you are finished.

Enter the new code and remark (name) in

Edit list of units of measurement This option is used to edit the list of Units of measurements available for the work values of the alarms. 1. In the E0 mode, choose Unit of measurement from the Codes list of the Edit menu.

2.

Select the measurement unit you wish to edit in the Unit of measurement list and mark the field you wish to change. Edit the details, then choose Save. Note ! The code can not have more than ten characters. 3.

To enter a new measurement unit, choose in the fields, then press Save and Yes.

4. 5.

To delete an measurement unit, mark that unit and choose then OK. Repeat steps 2-4 until the list of measurement units is complete, then press the Esc key to exit the Unit of Measurement window when you are finished.

Enter the new code and unit (name)

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Edit list of suppliers This option is used to edit the list of Suppliers available for the work values of the alarms. 1. In the E0 mode, choose Supplier from the Codes list of the Edit menu.

2.

Select the supplier you wish to edit in the suppliers list and mark the field you wish to change. Edit the details, then choose Save. Note ! The code is chosen by the program.

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3.

To enter a new supplier, choose fields, then press Save and Yes.

4. 5.

then OK. To delete an supplier, mark that supplier and choose Repeat steps 2-4 until the list of suppliers is complete, then press the Esc key to exit the Supplier window when you are finished.

Enter the new code and supplier (name) in the

SRF (Standard Report Forms) Introduction

Welcome to TMMaster SRF (Standard Reporting Form) module.

TMMaster SRF facilities: y y y

y y y y

Standard Reporting Forms of different types (single and multipage) can be designed as templates and linked to TMMaster. The SRF templates can be linked to any planned maintenance routine, non schedule job and dry docking or repair job in TMMaster. Templates can be designed in following formates and based on following applications: DOT - files for interface with MS Word XLT - files for interface with MS Excel Wmf or jpg - files for interface with MS Access The choice between the diff. alternatives depends on the user requirements with regards to needs of replication, analysing of the data, etc. MS Word and MS Excel based SRF can be designed by customer. Database field acc. to enclosed overview (TMMaster SRF Autofill) can be autofilled to the forms. SRF range of uses: -Record of main/Aux. engine cranshaft deflection -Piston and cylinder liner condition and wear -Record of Bearing clearance -Check lists -Safety rounds -Montly reports for oil consumption and statemt, equipment running hours. -Record of lubrication and chemicals -Performance data records -Purging results

What's new in this version The following has been added/improved in this version of TM-SRF y Multi page support for ITForm SRF's y More auto input field have been added y Support of Word templates and Excel templates y Better Help file system added y SRF-For docking jobs y Printout of SRF-For docking jobs

System requirements TM-SRF is designed for 32-bit operating systems running Windows 98, Windows 95 and NT 4.0 (or later). Windows 3.1 systems are not supported. y Pentium 90 MHz processor or faster (faster recommended) y 16 MB RAM or more (24 MB or more recommended) y 32-bit operating system such as Microsoft Windows 95 or Windows NT 4.0 or later y 5 MB free disk space If Word templates and/or Excel templates are going to be used : y Word 97 or newer y Excel 97 or newer

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Templates

Introduction to templates Templates are predefined documents, that decide what the SRF will look like, and what information should automatically be inserted from the TM-Master system. The templates can be created using Word, Excel or ITForms. They then have to be added to TMMaster, by using the 'Add SRF Template' function in TM-Master. After the templates have been added to TM-Master, the user can start connecting the templates to Jobs. Once connected to a job, the user can fill in the SRF when signing out jobs. Word and Excel templates can be created by anyone that can use Word and Excel. The ITForms Templates however can only be created by Tero Marine AS. If you don't want to create your own templates (Word, Excel), we will offcourse be able to help you with this. Contat us for pricing, and details.

Excel Templates TM-SRF supports Excel 97 and Excel 2000 templates. An Excel template is saved with the extension .XLT and not the ordernary .XLS extension. How to create an Excel template: 1. Start Excel 97 or 2000, and design your template into your needs. 2. Select File -> Save as... from the Excel menu. A window looking like the one below will appear

3. Insert the wanted filename. 4. Make sure that 'Save as type' is Template. 5. Click the Save button.

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Adding auto fields to the Excel template: If you want data entered automatically when the users use the template, you have to open the Auto field list, and then assign names from this to cells in the template. 1. Select a cell that you want to be automatically filled in when a new instance of the template is created. 2. Select Insert -> Name -> Define... from the menu (see picture below)

A window looking like the one below will appear

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3. Type or copy from the auto field list (in this case the vessel name will be inserted automatically) Pay attention to the Name Box (the blue circle). Click OK. Notice that the content of the Name Box will change from the Cell ref. to the name you just defined. (see the picture below)

If you want the same autofield to appare more than once in a template, you should add a number behind the autofield name. e.g. if I wanted the Vessel Name to appare three places in the same template, I would have to define a cell names like VesselName1, VesselName2 and VesselName3. This goes for all the autofields in the autofield list. Add the fields that you need, and save the template. When your template is finished, all you have to do is start TM-Mastter and add it using the Add SRF Template function.

Word Templates TM-SRF supports Word 97 and Word 2000 templates. A Word template is saved with the extension .DOT and not the ordernary .DOC How to create a Word template: 1. Start Word 97 or 2000, and select File -> New... A window looking like the one below will appear

2. Select 'Template' and click the 'OK' button. 3. Make the template look the way you want (your imagination is usually the limitation) Remember to save the file. It should automatically suggest .DOT as extention. Adding auto fields to the Word template: If you want data entered automatically when the users use the template, you have to open the Auto

176

field list, and then add fields to the template, with bookmark according to the list. 1. Make sure that the Forms toolbar in word is visible. Select View -> Toolbars -> Forms from the Word menu. The toolbar looks like the picture below. 2. Put the cursor in the template where you want to add the field, and click on the 'Text Form Field' button

3. When you do this, a field is inserted in the cursor posision. 4. Double click the field just added. A window looking like the one below will appear

5. Copy the desired autofield name from the autofield list, and paste it into the Bookmark field in the Text Form Field Options dialog (in this case the Vessel Name). Click the OK button. If you want the same autofield to appare more than once in a template, you should add a number behind the autofield name. e.g. if I wanted the Vessel Name to appare three places in the same template, I would have to add Three Text Form Fields and add bookmark like VesselName1, VesselName2 and VesselName3. This goes for all the autofields in the autofield list. Add the fields that you need, and save the template. When your template is finished, all you have to do is start TM-Mastter and add it using the Add SRF Template function.

ITForm Templates The ITForm Template is a collection of defined fields placed on a background image. These templates can only be created by Tero Marine AS. There is a big difference in how data is stored when using ITForm templates versus Word and Excel templates. When Word and Excel templates are used, all data are stored in files, and not in the TM-SRF database. Only the info needed to connect a job to the Word/Excel file is stored in the database. When using ITForm Templates, both the template and the data are stored in the database. IF you want more information regarding this form of templates, please contact Tero Marine AS.

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Adding templates to TM-Master In order to add templates to TM-Master, you have to do the following: 1. Start TM-Master

2. Select "Add SRF Template" from the File menu A new window looking like the one below will appear

3. Locate the folder where the template you want to add is located. 4. Select the type of template you want to add (Excel, Word or ITForm) 5. Select the file you want to add 6. Click the Open button A new window looking like the one below will appear

7. Type in a name for the SRF and click OK. The name that you type in will be the name that the users will see when using TM-SRF and TM-Master. A new window looking like the one below will appear

cklick the OK button. When Excel or Word templates are added, the files are copied to the SRF\Templates folder.

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Auto fill field list When creating Word or Excel templates, you can add fields(Word) or give cells names(Excel) that will cause TM-SRF to fill in information from the TM-Master database automatically. The following list shows you the name that you will have to use, and a description of what data will be filled in from the TM-Master database. Name

Content

VesselName CodeN JobTypeC JobNo ComponentC JobDescSh JobDescM ComponentN Specification CompLoc Account MainSupRef MakersType MainSupCompanyN MainSupPostalAddress MainSupCity MainSupCountry MainSupTelefax MainSupTelephone MainSupTelex MainSupAddress MakCompanyN MakPostalAddress MakCity MakCountry MakTelefax MakTelephone MakTelex MakAddress SparePartList RunningHours SerialNo DateDue HoursDue OwnerN1 OwnerN2 JobInterval TimeInterval HourInterval Postponed PostponedDate PostponedReason PostponedBy Date

Ship / Vessel name Job type describtion. E.g.: Check, Overhaul, Meggertest, etc. Job type. E.g.: Chk, Ovh, Meg, etc. Job type no. E.g.: 1,2,3, etc. SFI / Component code Short job describtion Full job describtion Component name (long) Component specifications Component location Owners financial account code Main suppliers reference Maker type Main suppliers name Main supplier Post Adress Main suppliers City Main suppliers Country Main suppliers Telefax no. Main suppliers Telephone no. Main suppliers Telex no. Main suppliers Adress Makers name Makers Post Adress Makers City Makers Country Makers Telefax no. Makers Telephone no. Makers Telex no. Makers Adress Spare parts connected to job (incl.details) Components running hours Components Serial no. Due date (calender bases) Due date (running hour based) Owner company Management company Type of interval (W/M/Y/H) Numeric part of time interval Numeric part of running hour interval Has the job been postponed or not (Yes/No) Date when the job was postponed Reason why the job has been postponed Initial of the user that postponed the job Present date

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Using TM-SRF and TM-Master

TM-SRF introduction SRF stands for Standard Reporting Forms. The TM-SRF module is a standalone program that is called from within TM-Master. This module is ment to be used when checking out jobs in TM-Master, and to create documentation for jobs postponed to dock. In order for users of TM-Master to take advantage of TM-SRF, templates have to be added to the system. These templates can be created using Word or Excel, or Tero Marine AS can create special templates called ITForms. The templates can be connected to jobs in TM-Master, thus when users check out jobs done, they can fill in a Standard Reporting Form for that job.

Previewing templates All templates can be previewed and printed as empty documents. Use this functionality to show what templates are available, and to create empty SRF's. In order to do this, do the following: 1. Start TM-Master 2. Click the SRF button in TM-Master

TM-SRF will be loaded. All available templates are listed, and you can preview and print them.

Connecting SRF's to jobs In order to use the SRF's, the templates have to be connected to jobs. 1. Select the component where the job you want an SRF connected to resides.

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2. Select Edit ->Basic Details... -> Job -> Update existing job from the TM-Master menu.

A window looking like the one below will appear

3. Select the job that is going to be connected with an SRF 4. Select Options -> Basic details

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A window looking like the one below will appear

5. Click the 'Connect SRF' button A window looking like the one below will appear. This is a list of all the SRF-templates available.

6. Select the SRF you want to connect to the job. 7. When returning to the Basic details window, notice that the name of the SRF connected to the job, is shown.

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8. Click the Save button. 9. After saving, notice that the SRF column of the job contains a star, all jobs connected to an SRF, will have a star in this column. (see picture below)

Ok, the job has an SRF connected to it, now you can enter data into it when signing out jobs.

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Filling in SRF's when signing out jobs In order to fill in an SRF, do the following. 1. Select the component where the job you want an SRF connected to resides.

2. Select Edit ->Basic Details... -> Job -> Update existing job from the TM-Master menu.

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A window looking like the one below will appear

3. Select the job that is going to be signed out 4. Select Options -> Jobs done

A window looking like the one below will appear 5. Fill in the jobs done fields. Then click the 'Fill in:........ ' button. The connected SRF will be loaded, ready to be filled in. when finished filling in the SRF, you should save your work and exit the SRF. You will return to the Jobs Done window.

6. Click the 'Jobs done complete' button. 7. In order to find the SRF after the job is done, you will have to look in the history list. Click the History button in TM-Master, select the job, and click the 'Review SRF' button.

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Type Approval Program TMMaster type approval certificates

DnV (Det Norske Veritas)

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187

Lloyd's Register

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Germanischer Lloyd

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Implement PMS, Mark 'Class related jobs', Define CMS codes In order to obtain and maintain the approval of Planned Maintenance Systems (PMS) for a ship the system must be implemented and used correctly. The following two items are of particular importance: 1.) All components and systems in the DnV’s CMS inventory list must be connected to the actual PMS component. For all items and systems covered by the CMS, a job or routine must be defined as a “Main Overhaul” and marked as a Class related job. The job descriptions and extent of “main overhaul” must at least cover / fulfill the Rule requirements for “Class Survey” with respect to opening up, testing, etc. It is a condition that the job description of “Main Overhaul” and “Class Survey” should be harmonized and given on the same job order. In TMMaster this operation is done as follows : Log on to TMMaster with at least Modify permission. Mark the correct component in the component list and select Edit, than Basic Data, Job and Update existing job. In the basic job details window, the user can edit the job description, interval(s), dedicated department and define the job as Class related. (Below)

When a job is defined as Class related, a field for the CMS code will appear (The field with light blue color). Enter the CMS code from the DnV inventory list. Search routines for Class related jobs are established with regards to both Maintenance due (1) and History (2). 1.) To view Class related jobs due within a given date or running hours, select the Due button from the menu line. Enter search criteria like Due within, Department and Job type (Class related). In order to get a prewarning of running hour jobs, enter e.g.25 in the field for % prewarning. This will give a prewarning of 25% based on the interval for the respective job. E.g.: a job with interval 10.000 hours, a prewarning of 2.500 hours will be given.

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Class related jobs due within 14.03.1999 and 25 % prewarning for running hour based jobs. Press the Report button to print the list. 2.) To search for Class related jobs done after a given date, activate the History button and press the Search button. Select search for Date done after (e.g.present date last year). Press Add selection and select Job type ; equal to and Class related. Press Start the search.

Example, search result of Class related jobs performed after 14.03.1998. Implementation of PMS for existing TMMaster Systems. For existing TMMaster systems, some adjustments must be made in the database onboard each vessel, as the maintenance category “main overhaul” of the respective components will be considered as “class survey” and reported in the Sprint system at every PMS annual survey. I.e.: the 5 yearly CMS jobs in TMMaster must be disabled and the CMS-code connected to a “main overhaul job” of the respective components. A function for disabling all CMS jobs is implemented in TMMaster version 1.73 and higher. Log on as SuperUser, select Options and Disable CMS jobs. Next due for all CMS jobs will be disabled. The jobs and history will remain. To select “main overhaul” jobs and define those as “class related jobs” has to be done manually. This can be done by the Chief engineer or by Tero Marine AS. Ref. described on the previous pages and in this chapter of the TMMaster user manual.

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Improve maintenance for critical equipment 2.) Procedures for continuous improvement of the maintenance for components critical to safety of personnel and environment (to be based on collection and analyses of historical experience data) must be established. Procedures for continuous evaluation and improvement of routines for critical CMS equipment are an important intention and benefit from running a planned maintenance system. In TMMaster we have implemented the following functions to be used for these purposes. CMS - Components ”Critical to safety of personel and environment” ”can” be marked and ”specified” as an option for searching history records. Critical components are marked as follows. Log on to TMMaster with at least Modify permission. Mark the correct component in the component list and Select Edit, then Basic Data, Component and Update component. The following Window is displayed:

Mark the component as Critical to safety and press Save.

For ”Critical” components TMMaster will : ”Not accept” the job signed as done before the values for ”Condition before”, ”Condition after” and ”Reason” have been reported. I.e.: the program will force the user to actively make a selection for each of the three items.

Reports containing history for critical equipment with e.g. ”Condition before” reported as ”Bad” or ”Not acceptable” can easily be generated. The search result will be useful for evaluating improvements of the maintenance routines for the equipment.

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Step by step how to search for: Maintenance history for Critical components done after a given date and with Condition before equal to Bad or Accebtable: Activate the History button and press the Search button. Select search for Date done after (e.g present date last month). Press Add selection and select Component type equal to Critical for Safety. Press Add selection and select Condition before Equal to Bad. Press Add selection and select Or Condition before Equal to Accebtable Press Start the search. The following window shows how the search options will look :

Example search result:

The search result displays all critical components and routines where the condition before was reported as bad or not acceptable. The report can be printed, analysed and the result evaluated with regards to possible improvements of the routines. It is recommended that the Chief engineer, once a month generates reports based on the following criteria: Improvement report 1: Done after date: Component type: Critical equipment Condition before equal to: Bad Or Condition before equal to: Acceptable Or Condition before equal to: Not Acceptable Improvement report 1: Done after date: Component type: Critical equipment Reason equal to: Operational problems Or Reason equal to: Breakdowns

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How to obtain complience with the revised PMS requirements for TMMaster Background For most of the rotating machinery components, the maintenance schedules from the manufacturers are based on running hours for the respective components. Dependent of the operation of the different machinery, the time between main overhauls will vary from vessel to vessel. The class requirements for machinery surveys based on planned maintenance systems has been 5 years as the maximum interval for any machinery component. This requirement has been the subject for several discussions when some machinery components had not yet reached the running hour limit for a main overhaul. Earlier we handled this case by case. The motive for this revision was therefore to introduce better procedures for handling of maintenance based on running hours. In July 1997, DNV revised the requirements for the Survey Arrangement based on Planned Maintenance Systems (SA-PMS) in order to give our requirements a more realistic approach. Modifications in the Planned Maintenance System onboard The revision consists mainly of the requirement to harmonise all old “Class Survey /CMS” jobs with the main overhaul of the respective components. This means that every job defined as main overhaul shall be identified as a class related job in the PMS with the respective CMS code. The old special jobs for “CMS” jobs shall then be disabled from the schedule accordingly. It is therefore required to do the following: 1. Go through all the components in the vessel’s inventory list 2. Identify the main overhaul job on these components 3. Mark X in Class related job in the job detail 4. Enter the CMS code 5. Disable the “CMS” job. How to do this in practice, see chapter Practical guidance for TM-MASTER in this memo. When this job is completed, the system will identify main overhauls for every component in the vessel’s inventory list and the special “CMS” jobs will be disabled. To illustrate this, we have two examples: 1. If a component has a main overhaul interval of 10.000 running hours and the component is running approximately 5.000 hours a year, the main overhaul of that component will be carried out every second year. It is therefore important that this job is identified as a class related job with DNV’s CMS code. DNV will on the annual surveys credit this component each time the main overhaul is carried out even if the interval is less than 5 years. 2. If a component has a main overhaul interval of 30.000 running hours and the component is running approximately 5.000 hours a year, the main overhaul interval will be 6 years. DNV will have to credit the component at least every 5 years, therefore DNV will credit this component based on satisfactory documented maintenance history and/or service reports on that component after 5 years, and not require the main overhaul to be carried out till due. In both cases, DNV will need to verify that the approved system onboard is followed as intended. Other important information y The fee paid every year is not dependent of number of credited items, but is 1/5 of the total CMS fee minus 15 % discount for the PMS arrangement. No extra fee will then have to be paid if some items are credited several times during 5 years. y When you go through all the main overhaul jobs and the corresponding CMS codes, please be informed that three of the items in the inventory list can not be surveyed by the chief engineer. These items are: y y y

MM SEA – Sea intake and overboard valves MM SAN – Sanitary valves and scuppers XX OVE – Parallel operation and testing of electrical generators

It should be noted in the job description that the job has to be carried out in presence of a DNV surveyor. Ref. item 3 and 4 or item 5 (practical guidance) for instructions how to handle this. y For some of the components, main overhaul jobs may not exist and class survey is the only maintenance job. In these cases, the class job must be kept in the system. Ref. item 3 and 4 or item 5 (practical guidance) for instructions how to handle this. y Some main overhauls can cover several CMS items (e.g. reduction gear). In these cases one job should be established for each single CMS items. The job description for these items can refer to the main overhaul job For both of the last two items the existing CMS job type must be defined as e.g. an Inspection (Ins) job and defined as a Class related job as described under respectively item 3 and item 5– Practical guidance for TM-Master. Note ! This has to be done before “disabling” CMS jobs.

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Practical guidance for TM-MASTER 1. Backup the database. 2. Make a printout of all existing CMS jobs / items in the system.

Select the Maintenance due function. Select Continuous Machinery Survey jobs due within at least 5 years y ahead. The three items in the inventory, which can not be surveyed by the Chief engineer are initially defined as CMS jobs.

y

3. y y

y y

4.

Before “disabling” CMS jobs these three jobs must be given another job type, in order to keep the jobs and history up to date. First create a basic job e.g. Inspection (Ins) with following Job desc.: Inspection and performance / function test to be carried out by or in the presence of a DNV surveyor. Note the Alfa numeric code of the job e.g. Ins 57. The operation is done as follows: Mark a component in the component list. Select Basic data, Job and Create job. Save the job and close the window.

Next step is to change the CMS job type to Ins job. y Mark the component, select Edit, Basic data, Job and Update existing job.

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y

Mark the CMS job, select Options and change job code.

y y y

Enter Job type code (Ins) and click OK. Enter numeric part of job code e.g. 57 and click OK. When the job type / code is changed the job must be defined as “class related” as described under item 5. Alternatively to the method described under item 3 and 4 the following procedure can be used for the three items in the inventory list which can not be surveyed by the chief engineer and for the components, for which main overhaul jobs do not exist and class survey is the only maintenance job.

5.

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Disable the CMS jobs as described under item 6. Create a new inspection (Ins) job with an interval of 5 years with the following or similar describtion : Inspection and performance / function test to be carried out acc. to regulation. Link this job to the respectively components. Define the job as class related and enter the CMS code. 6. CMS jobs can now be disabled. y y y

Log on as Superuser. Select Option and Disable CMS jobs. Next due for the jobs will be removed, but the job and the history will remain in the system.

7.

The last step is to go through all the components in the vessel’s inventory list and identify the main overhaul job on these components. In TM-Master this operation is done as follows : y Log on to TM-Master with at least Modify permission. Mark the correct component in the component list and select Edit, then Basic Data, Job and Update existing job. y In the basic job details window, the user can edit the job description, interval(s), dedicated department and define the job as Class related. y When a job is defined as Class related (the Class-rel job field below), a field for the CMS code (the CMS code: field below with light blue color) will appear.

y

Enter the CMS code from the DNV inventory list.

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Contacting Tero Marine AS Tero Marine Headquarters: Tero Marine AS Damsgårdsveien 163a N-5162 Laksevåg Norway phone fax

+47 55 94 24 60 +47 55 94 24 61

Support : Support during opening hours when you have a service agreement is free, if you do not have a service agreement support during opening hours cost 490,- NOK/hour Support 24 : If you have a service agreement with Tero Marine the 24 hour support cost is : 450,- NOK/hour, if you have no service agreement with teromarine the 24 hour support cost is : 650 NOK,-/hour support support e-mail :

+47 55 94 24 74 [email protected]

support 24 (Mobile Phone) support 24 e-mail :

+ 47 918 73 969 [email protected]

information e-mail: web:

[email protected] http://www.teromarine.no

TeroMarine AS also has a network of Authorized International Dealers. Please call us for information on how to contact your Authorized International Dealer, or check on our website.

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Index A Activate a button or window................................................................................................................26 Add - delete pictures or documents in the database ........................................................................118 Add a new company .............................................................................................................................97 Add SRF Template .............................................................................................................................143 Adding SRF templates to TM-Master ..............................................................................................178 Additional Terms and Functions.........................................................................................................24 Adjust the size of a window .................................................................................................................27 Auto fill field list in SRF ....................................................................................................................179 Available Reports ...............................................................................................................................105

B Budget....................................................................................................................................................53 Budget and Cost Analysis ....................................................................................................................52

C Cancel an Order or a Requisition .......................................................................................................90 Chart of Accounts...............................................................................................................................126 Check Component Structure.............................................................................................................137 Check database consistency...............................................................................................................138 Circulating components .....................................................................................................................149 Close a window .....................................................................................................................................28 Connecting SRF's to jobs...................................................................................................................180 Continous Machinery Survey (CMS- and S-codes) ...........................................................................59 Copy jobs from one component to another ......................................................................................122 Cost Analysis.........................................................................................................................................55 Create a Free Line Order ....................................................................................................................76 Create a Free Line Requisition............................................................................................................85 Create a job for an alarm...................................................................................................................167 Create a new alarm ............................................................................................................................164 Create a new component in the component template window........................................................108 Create a new job for a component ....................................................................................................119 Create a new system ...........................................................................................................................107 Create a requisition ..............................................................................................................................77 Create an order.....................................................................................................................................67 Create and link a spare part group or spare part ...........................................................................115

D Delete spare part group or spare part ..............................................................................................117 Delete spare part linked to job ..........................................................................................................122 DnV (Det Norske Veritas)..................................................................................................................186

E E0 Jobs Done.......................................................................................................................................159 E0 Service Reporting..........................................................................................................................158 Edit alarm details or delete alarm.....................................................................................................166 Edit crew list .......................................................................................................................................145 Edit existing template.........................................................................................................................110 Edit information of an existing component ......................................................................................110 Edit job specifications or cancel job for a component.....................................................................121 Edit job specifications or delete job for an alarm............................................................................168 Edit list of alarm components............................................................................................................169

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Edit list of alarm systems ...................................................................................................................169 Edit list of alarm types .......................................................................................................................170 Edit list of component category.........................................................................................................127 Edit list of component types...............................................................................................................126 Edit list of conditions..........................................................................................................................130 Edit list of department .......................................................................................................................134 Edit list of division and applicaton....................................................................................................133 Edit list of E0 job remarks.................................................................................................................171 Edit list of E0 job types ......................................................................................................................170 Edit list of experiences with suppliers...............................................................................................133 Edit list of job postpone reasons........................................................................................................129 Edit list of job priorities .....................................................................................................................128 Edit list of job types............................................................................................................................128 Edit list of number construction........................................................................................................137 Edit list of quality assurance status...................................................................................................134 Edit list of reasons why job was done ...............................................................................................130 Edit list of remarks.............................................................................................................................129 Edit list of suppliers............................................................................................................................172 Edit list of symptoms ..........................................................................................................................131 Edit list of unit of measurement ........................................................................................................131 Edit list of units of measurement.......................................................................................................171 Edit list of users and users permissions ............................................................................................135 Edit the address list ............................................................................................................................145 Edit the Currency list.........................................................................................................................147 Edit the location list............................................................................................................................146 Edit the running hour list ..................................................................................................................149 Enter Basic data list............................................................................................................................106 Enter E0 mode and view systems components and alarms .................................................................................................................153 Enter Super-User mode .....................................................................................................................124 Excel Templates in SRF .....................................................................................................................174 Exit.......................................................................................................................................................144

F Filling in SRF's when signing out jobs..............................................................................................184

G Germanischer Lloyd...........................................................................................................................189

H How to add vessels. Only for office ...................................................................................................152 How to obtain complience with the revised PMS requirements for TMMaster ...........................194 How to use the TMMaster Help System .............................................................................................11

I Icons.....................................................................................................................................................150 Implement PMS Mark 'Class related jobs' Define CMS codes.......................................................................................................................190 Import Chart of Accounts..................................................................................................................142 Import component categories ............................................................................................................127 Import Shipnet Address File .............................................................................................................139 Import Shipnet Budget File ...............................................................................................................141 Import standard UOM.......................................................................................................................132 Improve maintenance for critical equipment...................................................................................192 Install the database...............................................................................................................................12 Install TM-Master from CD ................................................................................................................12 Install TM-Master from floppy disks .................................................................................................12 Install TM-Master on a network.........................................................................................................12

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Introduction ............................................................................................................................................9 Introduction in using TM-SRF..........................................................................................................180 Introduction to SRF templates ..........................................................................................................174 ITForm Templates in SRF.................................................................................................................177

L Link a spare part to a job ..................................................................................................................121 Listing and previewing SRF templates .............................................................................................180 Lloyd's Register ..................................................................................................................................188 Locations window ...............................................................................................................................117

M Make a backup of the database ...........................................................................................................14 Mark a field or item .............................................................................................................................27 Mark spare parts for ordering ............................................................................................................38 Mount - Dismount circulating components ......................................................................................111 Move a window .....................................................................................................................................27

P Perform a search ..................................................................................................................................98 Postpone job..........................................................................................................................................45 Preview - Print and approve a requisition .........................................................................................86 Preview - Print and approve an order ................................................................................................76 Processing an order or requisition in general ....................................................................................65

R Receive a Free Line Order or Requisition..........................................................................................89 Receive and Order or Requisition.......................................................................................................87 Repair and compact the database .......................................................................................................20 Restore the database.............................................................................................................................17

S Search for a company...........................................................................................................................94 Search for a component .....................................................................................................................100 Search for a spare part.......................................................................................................................101 Search for a specified history ............................................................................................................102 Select a component and-or subcomponent .........................................................................................29 Select a division and-or system............................................................................................................29 Select items to be ordered or requested..............................................................................................66 Select vessel database. Only for office...............................................................................................152 Sign out finished jobs ...........................................................................................................................49 Sign out finished jobs in Maintenance Due Calculation....................................................................61 Sign out single jobs .............................................................................................................................162 Signing out multiple jobs ...................................................................................................................163 SRF System requirements..................................................................................................................173 Standard Windows Terms ...................................................................................................................24

T The codes of the order system ...........................................................................................................132 The Comments card .......................................................................................................................74; 83 The Dedicated Components card ..................................................................................................71; 80 The Finished Orders Window .............................................................................................................93 The Free Items card .......................................................................................................................73; 82 The importance of backup...................................................................................................................13 The job history window........................................................................................................................47 The maintenance due calculation window..........................................................................................59 The Order Head card.....................................................................................................................69; 79 The Order History card .................................................................................................................75; 84 The Order Items card ....................................................................................................................72; 81

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The order processing main menu........................................................................................................64 The order processing options menu ....................................................................................................91 The Orders Req. and Rest Order Window .........................................................................................................92 The template window .........................................................................................................................106 The TM-Master Screen........................................................................................................................23 The utilities command........................................................................................................................123 TM-Master Permission Levels ............................................................................................................25 TM-Master Ship - Shore Communication and purchase facility ...................................................151 Transfer data to office........................................................................................................................151 Transfer the due list to the office ......................................................................................................143

U Update company details .......................................................................................................................96 Update component memo ....................................................................................................................31 Update running hours ........................................................................................................................148 Update spare part memo......................................................................................................................36

V View update or add new contact person ..................................................................................................97 View / change component suppliers and suppliers details ................................................................32 View a wholly or partially concealed window ....................................................................................28 View a window using scroll bar...........................................................................................................27 View alarm specifications ..................................................................................................................154 View company details...........................................................................................................................96 View component history reports and spare part consumption...............................................................................................50 View component jobs ...........................................................................................................................42 View component spare parts ...............................................................................................................33 View component specifications............................................................................................................30 View E0 maintenance due schedule ..................................................................................................160 View job details.....................................................................................................................................44 View Job Details in E0 .......................................................................................................................157 View job details in Maintenance Due Calculation.............................................................................60 View job history reports and spare part consumption...............................................................................................46 View job’s history ...............................................................................................................................159 View lists of alarms.............................................................................................................................155 View lists of jobs .................................................................................................................................156 View maintenance due schedule..........................................................................................................56 View picture of spare part ...................................................................................................................39 View spare part details.........................................................................................................................35 View spare part suppliers ....................................................................................................................40 View-add stock to location...................................................................................................................41

W Welcome ..................................................................................................................................................8 Welcome to SRF .................................................................................................................................173 Whats' new in this version of SRF ....................................................................................................173 Who we are..............................................................................................................................................8 Withdraw spare parts from stock .......................................................................................................37 Word Templates in SRF ....................................................................................................................176 Write independent service report .......................................................................................................48

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