Overview of ProTrack Computerised Maintenance Management System (CMMS).

1. ProTrack Maintenance Software
INTRODUCTION
These are informal screen shots taken from ProTrack & are intended as a short overview to convey an idea of
the software’s style and capability.
The software’s formatting takes advantage of modern monitors to display most of the detail as applicable to
each aspect of maintenance the user is working in. The objective is to keep drilling-down to a minimum, thus
shortening learning and access times.
Some of the slides are presented without notes to give a clearer view. They are followed by a view with
notation. Please follow any notes by their sequence numbers.
Note 1: The Assets and Tools sections are independent of one another. You can use either or both.
Note 2: Only the entry of an asset’s or tool’s unique identification reference is obligatory, anything else is at the
user’s discretion.
Any questions, please ask. Thank you.
NetSecrets Ltd
Ayrton House
Buntsford Park Road
Bromsgrove
Worcestershire
B60 3DX
0044 (0)1905 672591
info@nestsecrets.co.uk
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2. ProTrack Maintenance Software
SLIDE INDEX
NOTE: Click on any slide content title below to open it. See note 1 below for return to index.
Slide
Content
Slide
Content
1.
Introduction
12.
PM Work Ticket 1/2
2.
Index to slides
13.
PM Work Ticket 2/2
3.
Menu
14.
Open Repairs Report
4.
Status Overview & Shortcuts 1/2
15.
PM Work Due Report
5.
Status Overview & Shortcuts 2/2
16.
Asset Register
6.
Repair Report 1/4
17.
Asset v Tool Entry Comparison
7.
Repair Report 2/4
18.
Parts Control 1/1
8.
Repair Report 3/4 (On-site Work)
19.
Parts Control 2/2
9.
Repair Report 4/4 (Off-site Work)
20.
Asset Usage Updating
10.
PM Planning & Control 1/2
21.
Uploading Your Set-up Data.
11.
PM Planning & Control 2/2
22.
Remote Fault Reporting
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3. Assets Menu (As seen at Administrator permission level): Selecting SHOW TOOLS takes the user to the equivalent Tools Menu if used.
1. DIRECT BARCODE ACCESS: With this window
or the Status Overview open, a barcode reader
may be used to read, e.g. an issued PM, or
Repair Report Work Ticket number to take the
user directly to the specific PM Reset or Repair
Report window, for editing and/or closing
administration work.
2. DATA MINING: When the operating software
is completed, a series of reports will be created
to allow the user to interrogate the database for
reporting & analysis purposes. There will be
some built-in flexibility, but early user
development input would be welcome.
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4. Status Overview & Shortcuts 1/2: Gives overview of the maintenance status & provides shortcuts to critical forms.
1
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5. Status Overview & Shortcuts 2/2: Gives overview of the maintenance status & provides shortcuts to critical forms.
1. Shortcut: A
double click in any of
these boxes takes
the user to the
relevant form.
3. Shortcut: Enter data
via a drop-down list &
select GO TO to be taken
to the relevant form.
4. Automatic Asset/Tool
Usage Updating: For
users with Real Time
Management systems.
(See Slide 20).
1
2. Shortcut: Shows
number of flagged
running logs, e.g.
Shift change-over
messages.
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6. Asset Repair Report 1/4: Used to record & control a repair.
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7. Asset Repair Report 2/4: Used to record & control a repair.
1. Self-generated, unique Work Ticket #.
2. Status Flags.
3. Check to flag a Health & Safety issue in the top ribbon.
4. Fault, Cause & Fix Report Boxes: All expandable on screen & searchable
via the filter. User created pre-defined text may be entered to save time.
5. Tracer: Each user automatically leaves a tracer text.
7. Labour Cost Types/Rates: Endlessly customisable for internal labour and/or vendor
costs, on or off-site repair work costs. List is expandable on screen via SUMMARY.
8. Parts Cost: Add as many parts as were needed for the repair. Stock level is automatically adjusted on closure. List is expandable & printable via the SUMMARY button.
6. Failure Mode: Track up to 28 user customisable Failure Modes. Also searchable.
9. Stamp Time: Times of opening & closing of a report on the system.
10. 3 stage filter: To isolate information specific to search criteria entered, e.g. All Open
repairs, or all Down repairs, or all on Model: XYZ123, or all repairs that used Part # ABC123, or
had Failure Mode X, etc. The 3 stages can be used in combination.
11. Linked to User Files: e.g. Asset drawings, manuals, documents, pictures, etc.
12. Send asset specific messages directly from the form.
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8. Asset Repair Report 3/4: Showing use of Labour & Service Costs pop-up to record, e.g. the cost of an on-site service engineer.
1. User Customisable Cost Types (On-Site): Used, e.g. for a
visiting service engineer. Still in the Repair Report form, the
Cost Types are user customisable and can have either ON-S
or OFF-S assigned to them as appropriate and called up here
when needed. Facilitates the entry of all aspects of a repair
report within a single form.
2. On-site Repair Tracking: This form pops-up via the ON-S (On-site) button. It
allows the recording and tracking of external labour used on-site.
All labour Cost Types are catered for within the Labour & Service Costs subform. All are user customisable & as many as you need to cover the repair.
See how Off-site repairs are covered in the next slide.
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9. Asset Repair Report 4/4: Shows use of Labour & Service Costs pop-up to record, e.g. the cost of off-site work carried out by a service provider.
1. User Customisable Cost Types (Off-site): Used for tracking
equipment sent off site for service work. Still in the Repair
Report form, the Cost Types are user customisable and can
have either ON-S or OFF-S assigned to them as appropriate
and called up here when needed. Facilitates the entry of all
aspects of a repair report within a single form.
2. Off-site Repair Tracking: This form pops-up via the OFF-S (Off-site) button. It
facilitates the recording and tracking of equipment sent off-site for repair, e.g.
motors, gearboxes, heaters, ball-screws, PCBs, parts for reclamation, etc. This
can be printed-out and sent with the goods to the service provider.
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10. PM Planning & Control 1/2: Set-up & control of the preventative maintenance plan for each asset. The plan overview flows from left to right from PM Titles to Resetting.
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Return to PM WORK DUE: Report: Slide 15.
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11. PM Planning & Control 2/2: Set-up & control of the preventative maintenance plan for each asset. The plan overview flows from left to right from PM Titles to Resetting.
1. Crossover info. The
s.
Asset’s repair status.
2. PM Plan: PM Schedules, Cost, Status & Reset, at a glance, reading from left to right.
3. Add PM Kit if required.
4. Opens the Task List/Work Ticket. (See next slide).
5. PM Reset selected here.
6. Opens pop-up history of PMs to aid refinement of cost estimates.
7. Opens pop-up showing max. of 10 PM schedules per asset.
10. Crossover info. from Repairs.
8. Used to
stagger start up
or synchronise
with an existing
plan.
9. Active for manual updates of Hours
or Cycles based PMs, only. (See note 2c
in Slide 17 ref. automatic update).
11. Opens the ‘Open Repairs:
Report’. (See Slide 14).
12. 3 stage filter for searches.
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12. PM Work Ticket Creation 1/2: Used to set-up the Task List for each individual PM. Also allows its customisation and assignation to a particular technician &/or company.
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13. PM Work Ticket Creation 2/2: Used to set-up the Task List for each individual PM. Also allows its customisation and assignation to a particular technician &/or company.
1. Task List Creation: User entry of as many individual tasks as needed for each PM.
3. Insert Task Lists: From other PMs,
e.g. as a starter template.
4. Used to customise the print-out
for, e.g. QC manual use.
2. Pre-defined text: A feature across the software. Repetitive, user defined text may be inserted via a
dropdown list into most of the text entry boxes. The text boxes are expandable via a double click.
5. External Files: Links to relevant
user drawings, manuals, pictures, etc
6. Assign PM: To either
External or Internal labour.
7. 2 x Print-out Options.
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14. Open Repairs Report: Overview of all asset repairs that remain open on the system.
1. Critical status flagging.
2. Interactive: Reports are interactive. VIEW
takes user to the specific Repair Report.
3. Filter: Used to isolate data specific to repairs common to your filter settings.
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Return to PM PLANNING & CONTROL: Slide 11.
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15. PM Work Due Report: Displays all PMs that have become due in accordance with the user’s plan.
1. Colour Coded Flagging:
Red = Overdue, Amber = Due.
2. Filter: Used to isolate PMs Due against PM Alert Status, &/or Asset Repair Status, &/or Client, &/or Location.
3. Interactive: Reports are
interactive. VIEW takes user to
the asset’s PM Planning &
Control window. (See Slide 10).
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16. ASSET REGISTER: Asset entry form with Manufacturer, Location & Owner creation , ‘as you go’.
2. MANUFACTURERS: This form interchanges with the OWNERS form via user
selection from the Asset Details form, left.
1. Asset entry form. Compared with Tools on next slide.
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17. ASSET v TOOL ENTRY COMPARISON
ASSET REGISTER
TOOL REGISTER
1a. ASSETS: Each asset
entry is made here. Only
the Asset ID is
obligatory, the rest is
optional.
2a. TOOLS: Shown here for
comparison. This shows the
main difference between
the Tools & Assets entries.
Otherwise the tracking of
tools, in repairs and
planned maintenance
activities, is identical to
assets with the exception of
the elapsed units. See 2c.
1b. The Manufacturer entry
form can be accessed from
here & pops-up to the right
of this form (see previous
slide) to allow
manufacturer creation ‘as
you go’. Name can then be
entered via the drop-down
list below.
2b. TOOLS: The software
was is written to cover
Asset and mould tool
maintenance. Users have
also used the Tools section
to track other complex
tooling such as press-tools.
1c. Likewise with Locations.
1d. Likewise with Owners.
Owners can be the client or
a user company technician
who has been assigned this
asset, e.g. a specialist.
2c. Elapsed Units: Whereas
Assets are tracked against
Days or Hours run, Tools
are tracked against Days or
Cycles run.
Update via RTM: If you run
a Real Time Monitoring
system, updates for Hours
&/or Cycles run, can be
effected automatically via a
suitably formatted output
file from your RTM system.
1e. User text entry.
Anything the user wishes to
make a note of, e.g. Asset
warranty details, date of
commissioning, etc. Double
click expands the box.
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Return to PLANNING & & CONTROL: Slide 11
Return to PMPM PLANNINGCONTROL 2/2:Slide 11.
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18. Parts Control 1/2: Part Details, Stock Status, Parts Restocking entry & Part Suppliers in a single view.
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19. Parts Control 2/2: Part Details, Stock Status, Parts Restocking entry & Part Suppliers in a single view.
2. Restocking Option: If you use this
form instead of just editing the Stock
Level, you will be able to produce a
report of purchases against each
supplier.
3. Notes may be entered
directly or via the pre-defined
text list.
Part specifications may be
pasted in.
Box may be expanded via a
double-click.
1. Set threshold at which
the part appears in the
Stock Alert report.
4. Three stage filter isolates all parts in common with your filter settings.
5. NOTE: Though not rudimentary, this is not a full stock control system.
Stock levels are controlled automatically and costs are accurate enough for
maintenance management needs, but not for official accountancy ledgers,
mainly because each stock item is valued at its latest price entry.
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20. Assets Auto Update window: Used to set up the auto updating of ProTrack from a Real Time Management System.
NOTE: In Hours for Assets, or Cycles for Tools, the user may effect a manual update now or set up automatic updates via a suitably
formatted file from a Real Time Monitoring system.
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Return to STATUS OVERVIEW & SHORTCUTS: Slide 5.
Slide 5
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21. Data Uploading: Used to rapidly upload bulk data, e.g. your asset details into ProTrack’s Asset Register, or your spare
part numbers & details into the Parts Control form. Saves time against entering data form by form, field by field.
1. Select the ProTrack target form.
2. Select ‘EDIT’.
3. Browse for & select your data source file.
4. Tell ProTrack your
source file’s format.
5. View your data
source file within
ProTrack if you wish.
6. Match your
source file column
headers to the target
form’s column
headers. Headers
need not be identical
so long as you match
the correct data to
the target column.
7. Select , ‘DO UPLOAD’, to enter the data from source to target.
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22. Remote Fault Reporting: Sits outside the main software.
1. Make a fault report with the minimum
of training: Available only with network
versions, this form sits outside the main
software on client PCs. It guides people
with no access to the main software and
minimum training, to make a step-by-step
fault report on an Asset or Tool.
On submission, a Repair Report is created
within the main software, which also
appears in the Open Repairs: Report form.
The Repair Report will display the
reporter’s identity & indicate it as being a
Remote Fault Report.
2. Step by Step: As each of the 4 report
steps is completed, the reporter selects
the TAB key to activate & highlight the
next step.
3. Assets or Tools: Faults may be reported
on Assets or Tools.
4. Status: The Asset’s or Tool’s status,
(Down &/or Health & Safety issue), may
be reported.
5. Pre-defined Text: User created predefined text may be pre-loaded and made
available to the reporter, here.
6. Communication: If key personnel need
to be informed, they may be contacted by
Email or SMS messaging service directly
from this window.
7. Submission is acknowledged.
This is the final slide. (Return to slide 1)
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