pm user guide v1 lot 4

PREVENTIVE

MAINTENANCE

SYSTEM

USER GUIDE

TABLE OF CONTENTS

1. INTRODUCTION .............................................................................................. 1

2. SYSTEM LOG IN .............................................................................................. 2

3. SYSTEM ADMINISTRATION ........................................................................... 3

3.1 User Register ........................................................................................................................... 3

3.1.1 Creating a new user ............................................................................................................. 4

3.1.2 View/Edit/Delete Existing User ............................................................................................ 4

4. CHANGE PASSWORD .................................................................................... 6

5. CONFIGURATION ............................................................................................ 7

5.1 Plant Configuration ................................................................................................................. 7

Add/Edit Company Code .............................................................................................................. 7

5.2 Activity 8

Add/Edit Activity code .................................................................................................................. 8

5.3 Department ............................................................................................................................... 8

5.3.1 View Department Code ........................................................................................................ 9

5.3.2 Add/Edit/Delete Department Code ...................................................................................... 9

5.4 Technician ................................................................................................................................ 9

5.4.1 View all existing Technician .............................................................................................. 10

5.4.2 Add/Remove Technician .................................................................................................... 10

5.5 Line Configuration ................................................................................................................. 10

5.5.1 View Line Production Master ............................................................................................ 10

5.5.2 Add/Edit/Delete Line Master .............................................................................................. 11

5.6 Sub Line Configuration ......................................................................................................... 11

5.6.1 Add New SubLine ............................................................................................................... 11

5.6.2 Edit/Delete SubLine Master ............................................................................................... 12

5.7 Maintainable Equipment Master........................................................................................... 12

5.7.1 Add New Maintainable Equipment .................................................................................... 12

5.7.2 Edit/Delete Maintainable Equipment Master .................................................................... 12

5.8 Equipment Task Configuration ............................................................................................ 13

5.8.1 Add New Task ..................................................................................................................... 13

5.8.2 Edit/Delete Equipment Task .............................................................................................. 13

5.9 Setting Master ........................................................................................................................ 14

6. BENCH MASTER ........................................................................................... 15

6.1 New Bench ............................................................................................................................. 15

6.2 Bench List .............................................................................................................................. 15

6.3 Set Bench Task ...................................................................................................................... 17

6.3.1 Set Bench Task by Manual Entry ...................................................................................... 17

6.4.2 Set Bench Task by Upload ................................................................................................ 19

7. PM SCHEDULE .............................................................................................. 21

7.1 Setup Next Schedule ............................................................................................................. 21

7.2 Set Activity Target ................................................................................................................. 22

7.3 Set Bench ............................................................................................................................... 23

7.4 Set Person In charge ............................................................................................................. 23

7.5 Department Balance .............................................................................................................. 24

7.6 Person Balance ...................................................................................................................... 25

7.7 Weekly Balance .................................................................................................................... 26

7.7.1 View Weekly Balance ........................................................................................................ 27

7.7.2 Set Weekly Balance ........................................................................................................... 28

8. PERSONAL WEEKLY SCHEDULE ............................................................... 29

8.1 View User Schedule ............................................................................................................. 29

8.2 Add/Edit Actual Workload ................................................................................................... 29

9. REPORT ......................................................................................................... 31

8.1 PM Plan vs Actual ................................................................................................................. 31

8.2 PM Issue Summary ............................................................................................................... 33

APPENDIX A – CREATING PM SYSTEM SHORTCUT .................................... 34

Preventive Maintenance System – User Guide

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1. Introduction

This is a brief documentation on the most important functions of the Preventive Maintenance System. Topics covered in this document include the following:

• Logging in to the system

• Admin Menu Maintenance

• Change Password Maintenance

• All available Master’s pages

• Set Yearly Schedule

• Actual Workload

• Reporting


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2. System Log In

This section discusses on log-in procedure of PM System.

1. Open Your Internet Browser, point to address system

2. You will see the User Login screen in Microsoft Internet Explorer. Input User ID and Password and click the Submit button.

Login Screen


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3. System Administration This section describes functions for administration of PM. Admin Menu will allow user to add or modify a user. This menu will only be available if the Login user Login is determined as an Administrator.

Left Menu

3.1 User Register

This menu will allow user to add a new user or maintain existing user.

User Registration Menu


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3.1.1 Creating a new user

To create a new user, click User Register menu, then user will be directed to Add/Edit Record.

User Register Form

Before clicked Submit button to add the new user, the user must define the new user’s group(s). This group(s) will be used to determine pages that can be access by the user.

3.1.2 View/Edit/Delete Existing User

To view User Information an existing user, user needs to click Edit Link on the right column. After that system will display data with inputted criteria.

To delete a user, user can clicked on Delete button,

To edit a user, that will same with page display when we want to add a new user. The edit page functions in the same way as the Add Record page. All fields may be changed.


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Add New/Edit and Delete User form

Following is a description of the fields for Add/Edit function:

Field Name Description

User ID User’s log in ID.

User Group Groups of User Access page

Employee No User’s employee number

User Name Name of user.

Department User’s Department

Email User’s Email address

Note Remark

Password User’s password. Administrator is to create a default password (123456) and inform user


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4. Change Password This menu will allow current Login user to change the password of their PM account. To view this sub menu, click Change Password on The left menu.

There is no rule of password required.


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5. Configuration This section contains Configuration menu. To access, click on Configuration on the left menu.

Configuration sub menu

5.1 Plant Configuration

To manage the Plant code master, click on New Plant item on Configuration menu, by default will display existing company plant.

Add/Edit Company Code

Add/edit Company Code Page will display when user want to add or edit company code. The edit page functions in the same way as the Add Record page. All fields may be changed in Add Mode, Click Submit when finish creating/updating record


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5.2 Activity

To manage the Activity code master, click on Activity � Summary item on Configuration menu. By default will return all Activity Code that available.

Activity configuration menu

Add/Edit Activity code

Add/edit Activity Code Page will display when user want to add or edit Activity Code. The edit page functions in the same way as the Add Record page. Click Submit when finish creating/updating record.

Activity configuration form

5.3 Department

To manage the Department master, click on Department � Summary item on Configuration menu. By default, it will display all of Department.


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5.3.1 View Department Code

To view existing Department, user needs to input Search Criteria then click Search button in the screen. After that system will display data with inputted criteria.

Default screen for Department configuration

5.3.2 Add/Edit/Delete Department Code

Add/edit Department Code Page will display when user want to add or Edit. The edit page functions in the same way as the Add Record page. All fields may be changed in Add Mode, Click Submit when finish creating/updating record.

Configuration Department Code Form

5.4 Technician

To manage the PM Technician, click on Technician � Summary item on Configuration menu. By default, it will display all of technicians exist.


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5.4.1 View all existing Technician

By Default Screen it’s will show all of existing Technician

Technician list view

5.4.2 Add/Remove Technician

This screen is available to add and remove existing Technician,

Technician configuration form

5.5 Line Configuration

To manage the Line master, click on Line � Line Summary on Configuration menu. By default, it will display all Production line.

5.5.1 View Line Production Master

To view existing Line Master, user needs to Click Line Summary Menu, After that system will display all existing data.


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Production list page

5.5.2 Add/Edit/Delete Line Master

This screen is available to add, edit and remove existing Line.

Line Configuration Form

5.6 Sub Line Configuration

To manage the Sub line, click on Subline � Subline Summary item on Configuration menu. By default, it will display all existing Subline.

5.6.1 Add New SubLine

To Add New Subline user needs to Click Add New button, then Click Submit when Finish

Sub line Configuration form


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5.6.2 Edit/Delete SubLine Master

To Edit/Delete existing SubLine Master, user needs to click edit button in the screen.

Sub line Configuration form

5.7 Maintainable Equipment Master

To manage the Maintainable Equipment master, click on Maintainable Equipment � New Equipment on Master menu. By default, it will display all Existing Item.

5.7.1 Add New Maintainable Equipment

To Add new Maintainable Equipment, user needs to Click Add New button or New Equipment Menu on the left menu, then Click Submit when Finish.

Default Screen for Maintainable Equipment

5.7.2 Edit/Delete Maintainable Equipment Master

To Edit/Delete existing Maintainable Equipment Master, user needs to click edit Link in the screen, details information will appear on above form. Click Submit when Finish or Click Delete to remove it.


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Editor page for Updating Maintainable Equipment

5.8 Equipment Task Configuration

To manage the Equipment Task, click on Task Master � Summary on Configuration menu. By default, it will display all existing Task List.

5.8.1 Add New Task

To Add new Task, user needs to Choose Equipment first then click Add new button in the screen. After that system will display Input Task, user able to entry the Equipment task, Click Submit button to Finish

New Task form

5.8.2 Edit/Delete Equipment Task

To edit equipment task just click edit link on the screen, Click Submit when finish, Click Delete button to Remove.


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Editor page for updating Equipment task

5.9 Setting Master

To manage Option Setting master, click on Option � Setting on Configuration menu. By default, it will display all value of Formula.

There are 2 Settings; those are the Fixed Setting with each function,

Edit Setting Value

User able to edit the Setting Values by Click edit Link, then all value will appear on above form, Click Submit to Finish

Delete Function is not available for this screen

Set master configuration form


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6. Bench Master

This section will allow user to maintain Bench Master. To access these functions, click Bench Master on the left menu. Then will displayed submenu below.

Bench Mater Submenu

6.1 New Bench

To Register a Bench, click New Bench on the Bench Master menu at the left panel. By Default it will display existing bench

Bench Configuration form

6.2 Bench List

This Screen display all existing Bench

Bench list Page


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User able to search bench by Plant , Activity, Line and Subline

Bench List page

Link Function on the Bench List

Bench list page

Export Bench list to excel file

Bench List Page

Filter option

Edit will link to the new bench page

By Clicked will display Workload of the bench

By Click this Link Bench, The Bench list displayed will export to excel file


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6.3 Set Bench Task

Each Bench have to a Task List, to manage Bench task user have 2 options;

1. Manual Entry

2. Upload File

6.3.1 Set Bench Task by Manual Entry

To Set Bench task by manual Entry, Click on Set Bench Task � Entry on Bench Master Menu,

Left menu

6.3.1.1 Add New Task

To Add New Task Choose a Bench Number, All Bench Number will appear in this option, then Click Add new button

Manual Entry Form

The New Task Form will appear, completing the entry form, Click Submit to finish

Task Register form


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6.3.1.2 Edit/Delete Bench Task

To edit existing Bench Task, Choose the Bench number then click Add New button,

The New Form will appear then Choose an equipment, all existing equipment task will display on the table below, see picture

Bench task list page

Click Edit, then you able to modified Bench task, Click Submit button to Finish

Click Delete button if you want to remove existing task.

Configuration task list form


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6.4 Set Bench Task by Upload

To Set Bench task by Upload the file, Click Upload File on Bench Master menu item,

Left menu

Choose a Bench number then click Submit, the Option will showing the bench number are not set task list yet.

Upload form

Next Page will appear, Click browse to get your file (*.csv) , Click Submit button to go to the next page.

Upload form


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File contain will display on the page, Make sure your file contain is correct, then Click Submit to finish

Upload Task List form

Note: Make sure Data of bench task list is correct before submit

File Upload Format

Format field of CSV file

Fixed format of Csv File to Upload Task List


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7. PM Schedule

This section contains functions to Set Schedule and querying of Schedule Workload details. To access these functions, click Schedule on the left menu. Then will displayed submenu below.

PM Schedule sub menu

7.1 Setup Next Schedule

To Setup Next Year Schedule, click on Next on left menu.

Left menu

On this Screen User able to setup the schedule for the next year, After clicking Submit button, system will auto generate Master setting, that will followed previous Schedule setting

Setup form


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7.2 Set Activity Target

To Set Activity target, click on Workload Config �� Set Activity Target on PM Schedule Menu.

PM sub menu

Activity Target form


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7.3 Set Bench

Before Scheduling the bench, The bench exist have to registered on the Years activity, To Register bench, Click Workload Config � Set Bench on left menu. By Default page will display all existing bench, Tick then bench you want register then click Submit to Finish

PM Sub menu

Bench Register form

7.4 Set Person In charge

To Set Person In charge, click on Workload Config �� Set Person InCharge on PM Schedule Menu. By Default it will display existing Technician.

Checked is Registered bench

Uncheck is mean Unregistered


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PM Sub Menu

To Register New technician, Choose a technician then Click submit to finish.

Register form for Technician

7.5 Department Balance

To Set Department Balance, click on Workload Config �� Department Balance on PM Schedule Menu. By Default it will display all registered bench with it is workload.

PM Sub menu


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Page will display Workload information

Bench Workload list

7.6 Person Balance

To display Person balance page, click on Person Balance on sub menu Workload Config Menu. By default it will display all Workload person balance and graph with Bar Chart

Left menu

Click Bench no to view detail of bench workload

Click Download link to export to excel


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To set Person balance tick on selection

Person balance setting form and Person balance information

7.7 Weekly Balance

To Set Weekly Balance, Click on Weekly Balance on Workload Config menu, By Default page will displayed weekly schedule.

Sub menu Workload configuration

Result show by Bar Chart


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7.7.1 View Weekly Balance

This page will be show after clicked menu,

Weekly balance default screen

Detail of Maintainable Workload

Click on Schedule value to enquiry details of schedule


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7.7.2 Set Weekly Balance

To Set Weekly balance, Choose number of Week on the option box, then system auto generate schedule as your setting.

Set Weekly Schedule form

M = Monthly frequency

Q = Quarterly frequency

HY = Half Yearly frequency

Y= Yearly frequency


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8. Personal Weekly Schedule

This Section contain user weekly schedule, to access these function, please login using User Group “User”, system will auto generate user menu, user name will appear on Left menu, Click User Name on the left menu, By default it will display weekly schedule per user.

Left menu

8.1 View User Schedule

By Default this page will showing Schedule information per person, workload schedule per week, Actual Schedule Done and Link to entry form

Users Schedule

User Schedule form

8.2 Add/Edit Actual Workload

To add/Delete schedule, Click workload value on User schedule, fill in Actual time values, to finish click Submit.

Available to filter by Line and Sub line

Available Click this link to Entry the actual Workload


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Actual workload form


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9. Report

This section contains PM report. To access these functions, click Report on the top menu. Then will displayed submenu below.

Report sub menu

9.1 PM Plan vs Actual

9.1.1 PM Status by Bench

Report contains information of Plan Bench Quantity and Actual Bench Quantity, to access this report, Click PM Plan vs Actual � PM Status by Bench on Report menu on the left menu,

Report display with Bar Char

Report display by table

Available to filter report by plan, activity, line and Subline


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9.1.2 PM Status by Workload

To Display information of PM Status by Workload, Click PM Plan vs Actual � PM Status by Workload on Report menu on the left menu,

Workload showing by Bar Char

9.1.3 Bench Summary Report

To Display Bench Summary Report, Click PM Plan vs Actual �� Total Bench on Report menu, by default, it will display total plan and actual bench in a year.

Plan and Actual Summary of total Bench per Year

Available to filter report by plan, activity, line and Subline

Available Displaying Report filter by week option


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9.1.4 Workload Summary Report

To Display Workload Summary report, Click PM Plan vs Actual � Workload on Report menu on the left menu,

Workload summary per year

9.2 PM Issue Summary

To display PM Issue Summary, Click Report � PM Issue Summary item on left menu, by default page will display all existing Issue


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Appendix A – Creating PM System Shortcut

<NOTE: This section is for creating shortcut to directly access PM System>

This section discusses on the creation of shortcut to PM System.

The steps to create the shortcut are as follows:

1. Right-click on the desktop. Choose New �� Shortcut.

2. In the Type the location of the item: box, type the following address:

http://PMServer/PM/

Click Next > button.

(Please note that the above address is subject to change.)

3. In the Type a new for this shortcut: box, type PM System.

Click the Finish button.


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pm user guide v1 lot 4

Documents

new user

addeditdelete line master

view department code

view line production

addeditdelete department

sub line configuration

addedit activity code

user register