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Table Of Contents

Chapter 1: Overview
About This Guide
Chapter 2: How Do I Use FaciliWorks?
A Typical Day in the Maintenance Department
Benefits
Chapter 3: Using FaciliWorks
Installation
Starting FaciliWorks in Windows 98
Logon
Serial Number
Main Menu
Chapter 4: Entering Records
Equipment Entry
Equipment Entry—Information
Equipment Entry-Task List-Task
Equipment Entry-Task List-Schedule
Equipment Entry-Task List-Labor
Equipment Entry—Task List-Parts
Part Entry—Information
Equipment Entry—Task List—Tools
Equipment Entry—Task List—Variables
Procedure Entry—Text
Equipment Entry—Task List—Procedures
Chapter 5: Entering Work Orders
Auto Create Scheduled Work Orders
Chapter 6: Conclusion
Chapter 1: Introduction
A Note about the Software and Technical Support
Validating the Software
Chapter 2: Program Conventions
Finding Specific Records
Quick Filter Command
Advanced Filter Command
Supported Wildcard Characters in Search Fields
Toolbar
Pop-Up Calendar for Date Entry Fields
Shortcut Menu
Form Views of Records
Displaying Complete Fields
Colored Controls and Messages
Elements of a Record Form
Datasheet (Table) Views of Records
Elements of a Table View Window
Printing Tables of Records
Hiding and Displaying Columns
Changing the Font in Table View
Hiding and Displaying Gridlines
Changing the Row Height
Changing the Column Width
To Freeze Columns
Other Commands and Functions
Output To Command
Send Command (E-mail Reports)
Select Record Command
Select All Records Command
Find Command
Replace Command
Quick Sort Command
Adding New Records
Go To Command
Show All Records Command
Deleting Records
Undoing Changes to Fields and Records
Saving Records
FaciliWorks Help
Editing and Shortcut Keys
Chapter 3: Running FaciliWorks
Starting FaciliWorks
Chapter 4: Equipment Records
Equipment Entry—Notes
Equipment Entry—Attachments
Equipment Entry-User-Defined
Equipment Entry-Components
Equipment Entry—Task List Selection and Entry
Equipment Entry—Task List—Schedule
Equipment Entry—Task List—Labor
Equipment Entry—Task List—Contract
Equipment Entry–Task List—Parts and Tools
Equipment Entry–Task List—Shadowed Tasks
Equipment Entry–Task List—Checklist
Equipment Entry-Financial
Equipment Entry-Event Log
Equipment Entry-Operating Cost
Equipment Entry-Auth. Persons
Equipment Entry-Notes
Equipment Entry-Attachments
Equipment Entry-User Defined
Using Equipment Records
Cloning Equipment Records
Chapter 5: Task Records
Cloning Tasks
Task Link
Chapter 6: Checklists
Part Entry—Serial/Assembly
Part Entry—Special
Part Entry—Where Used
Part Entry—Attachments
Part Entry—Costing
Part Entry—History
Part Entry—User Defined
Receive Parts
Use Parts
Create Purchase Orders
Edit Purchase Orders
Edit Purchase Orders—Information
Edit Purchase Orders—Line Items
Edit Purchase Orders—Bill To
Edit Purchase Orders-Signature
EOQ Analysis
Printing Purchase Orders
Chapter 8: Tool Records
Tool Entry
Tool Entry—Information
Tool Entry—Issue History
Tool Entry—Where Used
Issuing Tools
Issue Tools
Returning Tools
Edit Tool Issue Records
Chapter 9: Contract Records
Contract Entry
Chapter 10: Procedure Records
Procedure Entry—Attachments
Chapter 11: Supplier Records
Supplier Entry—Information
Supplier Entry—Equipment
Supplier Entry—Parts
Supplier Entry—Tools
Supplier Entry-Purchase Order
Chapter 12: Variable Records
Variable Entry
Chapter 13: Budget Entry
Budget Entry
Budget Entry with Components
Chapter 14: Work Orders
Manual Create Scheduled Work Orders
Create Unscheduled Work Orders
Edit Work Orders
Edit Work Orders—Information
Edit Work Orders—Schedule
Edit Work Orders—Labor
Edit Work Orders—Contract
Edit Work Orders—Parts
Edit Work Orders—Tools
Edit Work Orders—Variables
Edit Work Orders—Procedures
Edit Work Orders-Signature
Edit Work Orders-Checklist
Batch Complete Work Orders
Export Work Orders to PDA
Import Work Orders from PDA
Wireless Support
Viewing Your Work Order Schedule
Calendar
Work Order Status
Equipment Schedule
Chapter 15: Service Requests
Create Service Requests
Approve Service Requests
Edit Service Requests
Edit Service Requests—Information
Edit Service Requests—Assignment
Edit Service Requests—Notification
Edit Service Requests—Comments (can be viewed by requester)
Edit Service Requests-Signature
Work Orders from Service Requests
Chapter 16: Reports
Report Filters
Sort By
Date Fields
Drop-down Lists
User Defined
Checkboxes
Report Filter Buttons
Report Toolbar
Other Report Options
Output To
Send
Print Setup
Reports—Descriptions
Report Queue
Equipment Reports
Equipment Cost Reports
Task Reports
Open Work Order Reports
Historical Work Order Reports
Service Request Reports
Contract Reports
Part Reports
Procedure Reports
Staff Reports
Supplier Reports
Tool Reports
Variable Reports
Program Reports
Chapter 17: Graphs
Graph Filters
Graph Formats
Viewing, Printing, and E-mailing Graphs
Graph Settings
KPI Display
Appendix A: Maintenance Label Kit
Installing the Label Printer & Windows Software
Printing Bar Code Labels
Designing Your Own Labels
Chapter 1: Introduction and Implementation Planning
Introduction
FaciliWorks Implementation Planning
Define Your Needs
Define When You Want to Start Using FaciliWorks
Define Who Will Be Responsible for the System
Gathering Records and Preparation
What to Include in FaciliWorks
Maintenance Tasks
Other Considerations
Training
Steps for Implementing FaciliWorks
Chapter 2: Installation
WorkStation Requirements
Network Requirements
Files
Installation Options
After You Install FaciliWorks
Administrator Installation
Configuration File Settings
Sample Configuration
Chapter 3: MSDE Installation
Minimum requirements for MSDE 2000
Processor
Operating System
Memory
Hard Disk
Setting MSDE 2000 for FaciliWorks 7
To check current Authentication Mode for MSDE 2000
To modify current Authentication Mode for MSDE 2000
Changing the SQL administrator password through the Command window
Chapter 4: MS SQL Installation
Create Data Source Name (DSN) for MS SQL
Chapter 5: Running FaciliWorks
FaciliWorks Logon
FaciliWorks Serial Number
Chapter 6: Program Setup
Settings
Settings—User Information
Settings—General
Settings—Options
Settings—Security
Settings—Email Options
Settings—Automatic Numbering
Settings—Calendar
Settings—Interface
Work Order Cause Entry
Multiple Choice Entry
Report Control Entry
Service Request Letter Entry
Equipment Status Entry
Work Order/Service Request Progress
Custom Reports
Chapter 7: Personnel
Staff Entry
Staff Entry—Information
Staff Entry—Training
Staff Entry—Work Orders
Security–Groups
Security–Users
Security–Group Permissions
Security–Object Permissions
Security–Status
Chapter 8: Utilities
Audit Log
Data Backup
Manual Backup/Restore
Automatic Backup/Restore
Import/Export Records
Modify License
Records Archive
Merge Utility Wizard
Equipment Parent Child History
Reset Messages
Data Transfer Utility Wizard
To Transfer Data From a Previous Version:
Run Scripts
Chapter 9: Data Tools
Calculate Due Dates and Meters
Fill Maintenance Dates
Fill Part and Tool Use
Find Uncodeable Records
Recover PDA Work Orders
Remove Spaces
Repair Work Order Dates
Reset Open Tasks
Compact/Repair Database
Reset Tools Issue Status
Utilities and Data Tools—PDA
Chapter 10: Customizing Reports
Using Custom Reports
Create/Edit Report
Creating a New Report
User Interface
Opening a Data Source
Advanced Query
Direct-SQL Query
Creating Your Layout
Report Settings
Completing Your Report Layout
Adding a Bar Code
Delete Report
Import/Export
Exporting Reports
Importing Report Data
Appendix A: Database Management
Create a New Data File
Custom Programming
Network Installation
Windows Located on Each Local Workstation
Windows Run from the Server (“Served Copy of Windows”)
Appendix B: System Maintenance and Troubleshooting
Date Formats
Work Order Entry: Set Up COM Port
Page Tech Button
Maintaining Your Hard Drive
Maximizing Your Performance
Installation Fails
Repairing Data Files
Duplicate Value—Error Message
Appendix C: Training
Index
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72870_faciliworks User's Manual

72870_faciliworks User's Manual

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Published by: SlipCase on Jun 04, 2008
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