E Pac 62 Reference Manual

ePAC CMMS / EAM

Version 6.2 Reference Manual

By EPAC Software Technologies

ePAC EAM/CMMS 1

Contents Contact EPAC............................................................................................................................3 System Recommendations.........................................................................................................3 Installation Instructions..............................................................................................................4

Quick ePAC Installation Instructions ..........................................................................4 Version 6.2 Access Installation Instructions .............................................................10 Version 6.2 SQL Installation Instructions .................................................................19 Getting Started with eLYNX Work Manager for Pocket PC ....................................35 Installation Instructions For The Web ePAC System................................................56

Tool Bars .................................................................................................................................58

Top Tool Bar 58 New Button ..........................................................................................................58 Close Button ........................................................................................................58 Save Button ..........................................................................................................58 Scroll Arrows ..............................................................................................58 Delete Button .......................................................................................................58 Clear Button .......................................................................................................58 Asset Tree .........................................................................................................58 Record Search Button ..........................................................................................59 Query Builder Button ........................................................................................59 Quick Search Lookup ..........................................................................59 Help Button ..........................................................................................................59 Print Button ...........................................................................................................59 Email Button .......................................................................................................59 Exit Button .........................................................................................................59

Menu Options Tool Bar .............59 File.............................................................................................................................59 Edit ............................................................................................................................73 New ...........................................................................................................................73 Options ......................................................................................................................73 Tools.......................................................................................................................... 78 PopUp........................................................................................................................88 Other Apps ................................................................................................................93

ePAC Modules.........................................................................................................................97 Main Record View...................................................................................................................97

Index Tabs .................................................................................................................97 Date Required Switch (Checkbox) ............................................................................98 Date Picker ................................................................................................................98 Required Fields..........................................................................................................98 Pop Up Tables ...........................................................................................................98 Layout View..............................................................................................................98

Coding Schemes ......................................................................................................................99 Asset Module ...........................................................................................................................99

Overview ...................................................................................................................99 Main ..........................................................................................................................99 Details...................................................................................................................... 102 Meters...................................................................................................................... 102

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Hierarchy................................................................................................................. 103 Lockout.................................................................................................................... 103 Financial .................................................................................................................. 103 Parts......................................................................................................................... 103 Custom Fields.......................................................................................................... 103 WO’s ....................................................................................................................... 103 Attachments............................................................................................................. 104

Calendar PM.......................................................................................................................... 104 Overview ................................................................................................................. 104 Main Tab ................................................................................................................. 104 Calendar Tab ........................................................................................................... 107 Miscellaneous Tab................................................................................................... 107 Skip Dates Tab ........................................................................................................ 108 Open WO’s Tab....................................................................................................... 108 Attachments............................................................................................................. 108

Inventory Module................................................................................................. 108 Overview................................................................................................................. 108 Main Tab ................................................................................................................. 108 Location Tab............................................................................................................ 111 Notes Tab ................................................................................................................ 111 Purchasing Tab ........................................................................................................ 111 Received Tab........................................................................................................... 112 On Order Tab........................................................................................................... 112 Used Tab ................................................................................................................. 112 Reserve Tab............................................................................................................. 112 Custom Fields Tab................................................................................................... 112 Attachments Tab...................................................................................................... 112

Meter PM............................................................................................................................... 113 Overview ................................................................................................................. 113 Main Tab ................................................................................................................. 113 Levels Tab ............................................................................................................... 114 View Tab ................................................................................................................. 115 Miscellaneous Tab................................................................................................... 115 Open WO’s Tab....................................................................................................... 116 Attachments Tab...................................................................................................... 116

Purchase Orders .......................................................................................................... 116 Overview ................................................................................................................. 116 Main Tab ................................................................................................................. 116 Purchase Orders: Line Items Tab ............................................................................ 116 Purchase Orders: Notes Tab .................................................................................... 117

Requisitions............................................................................................................... 117 Overview ................................................................................................................. 117 Requisition Header Tab........................................................................................... 117 Detail Tab................................................................................................................ 118 Notes Tab ................................................................................................................ 120

Scheduling ................................................................................................................... 120 Overview ................................................................................................................. 120 Legend..................................................................................................................... 120 Options .................................................................................................................... 121 Calendar .................................................................................................................. 121

ePAC EAM/CMMS 3

Technician Records .............................................................................................. 122 Overview ................................................................................................................. 122 Main Tab ................................................................................................................. 122 Personal Tab ............................................................................................................ 122 History Tab.............................................................................................................. 122

Work Order Module.................................................................................................... 123 Overview ................................................................................................................. 123 Work Plan Tab......................................................................................................... 123 Work Close Tab....................................................................................................... 126 Actual Parts Tab ...................................................................................................... 127 Actual Labor Tab..................................................................................................... 128 Job Costing Tab....................................................................................................... 129 Conditions Tab ........................................................................................................ 132 Custom Fields Tab................................................................................................... 132

Table Definitions and Structures ........................................................................................... 133 ePAC Database Info By Field ................................................................................. 136

Crystal Report Writer ............................................................................................................ 205 Overview ................................................................................................................. 205 Designing and Modifying Reports .......................................................................... 205

Contact EPAC EPAC Software Technologies, Inc. provides technical assistance for users of the ePAC CMMS software application and the eLYNX handheld software application. Prior to contacting EPAC Software for support, please review the Help file and go to the following website to download the latest ePAC releases: ePAC Upgrades and Maintenance Releases. When calling for technical support, please have the current version of ePAC and users customer number available. To access users version number, click Help, About ePAC, and write down the serial number. The technical support assistant will assist users with any problems they may encounter. EPAC Software Technologies, Inc. 2374 Post Road Warwick, RI 02886 Tel: (888) 336-EPAC ext. 4 Fax: (401) 737-5857 [email protected] www.epacst.com

System Recommendations Operating Systems: Windows 2000/XP/NT4 sp3, Novell 4.11 or above. Network: Thin Client / Fat Client / Terminal Server / Partial or Full Web Browser Access Databases: MS SQL Server 7/ 2000, Oracle 9i or MS Access 2000 Recommended Hardware: Workstation PC: 400 MHz or above, 128 MB RAM Network Server: 800 MHz or above, 256 MB RAM Internet access required for Web Service Request and recommended for Support / Upgrades

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Installation Instructions

Quick ePAC Installation Instructions Thank you for your interest in our ePAC software. Please use this short guide to help you install ePAC. Remember, this is intended to be a quick guide only. If you need any additional help, please either refer to the ePAC Help file or call our technical support staff (888-336-3722 ext.4, Mon-Fri 8:00 am – 6:00 pm EST).

Step 1. Insert CD into CDROM drive. ePAC is configured as an auto-run installation and should start up automatically. If auto-run starts, please proceed to Step 5, otherwise proceed to Step 2.

Step 2. Click on Start on the desktop. Click on Run.

Step 3. A run dialog box will open. Click on the Browse button and select the CDROM

drive in the Look In drop down box and select ePAC_62.

Step 4. Double click on the Setup.exe icon.

Step 5. A dialog box displaying a licensing agreement will open. If you accept the agreement, select Ok. Otherwise, the installation will end. If your computer is already running MDAC version 2.5 or higher, this step will be skipped and installation will continue at step 8.

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Step 6. Check off the box which shows you accept the licensing agreement. (This will install the Access Drivers version 4.00.4403.02) Welcome to Microsoft Data Access 2.5 Setup dialog box will open. Click on Next to proceed.

Step 7. After the MDAC has been run, a window will open to ask if you would like to restart the computer now? Or later? It is recommended that you choose Later (you will need to restart your computer before running ePAC). If you choose

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Now, then reboot and run the setup again, except click CANCEL when the first license agreement comes up for the MDAC 2.5. The installation will automatically go into the ePAC setup.

Step 8. An ePAC Setup Install Shield Welcome dialog box will open. Click on Next to

continue.

Step 9. A dialog box displaying a Licensing Agreement will open. If you accept the

agreement, select Ok. Otherwise, the installation will end.

Step 10. Customer Information dialog box will open and request that you fill in the following information: User Name, Company and your 16-digit Serial Number. Enter the entire serial number without any dashes or spaces. Click on Next when done.

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Step 11. A Destination Location dialog box will open with a default location of

C:\Program Files\ePAC selected. Select Next to accept this location or click on Browse to select an alternate location.

Step 12. Determine Setup Type. For a Workstation installation, proceed to step 15*. For a Server or Standalone installation, proceed to step 13. * A Network /Stand Alone Install must have been completed prior to performing

a Work Station Install.

Step 13. Highlight Network/Stand Alone Install and click on Next. Step 14. Select Components dialog box will open with all components selected as the

default. It is recommended that all components be installed. Click on Next to continue and proceed to step 16.

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Step 15. For Workstation Installations only: Highlight Workstation Install and click on

Next. Proceed to step 16.

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Step 16. A Select Program Folder dialog box will open with defaults showing the ePAC folder. Either accept the defaults (recommended) or choose an alternate location by typing in the name of folder. Click on Next.

Step 17. You will be prompted when the installation is complete. Click Ok.

INSTALLATION ERROR MESSAGES:

You may get a warning that a file is locked by your system. In this case, choose IGNORE. This is simply the installation software informing you that it will not overwrite a locked file. This will not affect your ability to run ePAC.

Step 18. An ePAC folder containing shortcuts to all installed components will

automatically be placed on your desktop. Step 19. You must restart your computer prior to launching ePAC.

Congratulations! Installation is Complete

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Version 6.2 Access Installation Instructions

Step 1. Log In to your Windows Operating System as Administrator or Power User. If you do not have these rights, the install will not proceed. Insert CD into CDROM drive. Wait 30 seconds for the install to begin automatically. If the install does not start automatically, Click on Start, then Run.

Step 2. A run dialog box will open. Click on the Browse button and select the CDROM drive in the Look In

drop down box.

Step 3. Double click on the Setup icon.

Step 4. If MDAC needs updating, a dialog box displaying a licensing agreement will open. Click YES to accept the agreement. If your MDAC version 2.5 has already been run, then click “cancel” and skip to step 8.

Step 5. (This will install the Access Drivers version 4.00.4403.02) Welcome to Microsoft Data Access 2.5 Setup dialog box will open. Click on Next to proceed.

Step 6. After the MDAC has been run the installation will automatically go into the ePAC setup. Step 7. An ePAC Setup Install Shield Welcome dialog box will open click on Next to continue.

ePAC EAM/CMMS 11

Step 8. A dialog box displaying a Licensing Agreement will open. If you accept the agreement, select Yes to

continue.

Step 9. Customer Information dialog box will open. Enter User Name, Company and your 16-digit Serial Number. Enter the entire serial number without any dashes or spaces. Click on Next when done.

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Step 10. A Setup Type box will open. Select Server/ Standalone for a full installation of the software.

The Server Install must be done first, then Workstation Install(s) afterward. If this has not happened, and you are trying to install a Workstation at this point, click cancel and proceed to install ePAC on the server before continuing with the Workstation installation(s).

Workstation Installations only: Highlight Workstation Install, Click on Next, Proceed to step 19.

ePAC EAM/CMMS 13

Step 11. Highlight Network/Stand Alone Install and click on Next.

Step 12. A Destination Location dialog box will open with a default install location of C:\Program

Files\ePAC identified. Select Next to accept this location or click on Browse to select an alternate location.

Step 13. Select Components dialog box will open with all components automatically

selected as the default. It is recommended that all components be installed. Click on Next to continue and proceed to step 16.

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Step 15. You will be prompted when the installation is complete. Click Ok to RESTART the Computer. Note: The Computer must be Restarted for ePAC to function properly.

ePAC EAM/CMMS 15

Step 16. An ePAC folder containing shortcuts to all installed components will automatically be placed on your desktop.

Step 17. Workstation Installs Only (continued from Step 11). Highlight Workstation Install

and click on Next.

Step 18. A Network Location window will open. Click the Browse button and navigate back to the EPAC Directory on your Server where the full Server EPAC Installation Resides. Note: This window will not allow you to proceed before navigating to the proper directory on your Server which holds the epac.exe file.

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Step 19. Go back to steps 14-17 above to complete the Workstation Installation.

FILE LOCATIONS: During a default installation of ePAC, files are installed into the following locations:

Program Files\ePAC

Program Files\Plus!\Microsoft Internet\Setup

Program Files\Common Files\System\ADO

Program Files\Common Files\System\MSADC

Program Files\Common Files\System\ole db

Windows (Winnt)\system

Windows (Winnt)\system32

If using system security, you must provide rights/permissions to all of the above files.

ODBC Data Source Setup ePAC will automatically configure an ODBC connection upon install. However, if you would like to change the mapping location follow the instructions below.

ePAC EAM/CMMS 17

Step 1. Go to the Control Panel and open the ODBC Data Source Icon.

Step 2. From the User DSN Tab, locate the Data Source named EPAC and click on Configure.

Step 3. The ODBC Microsoft Access Setup Screen will be displayed

Step 4. EPAC should appear in both the <Data Source Name:> and <Description>

Step 5. Click the Select button.

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Step 6. Choose ePAC.mdb file in the c:\program files\ePAC directory and click OK. If ePAC version was not installed in the default installation directory, choose the appropriate directory.

Step 7. Click OK on the Setup screen.

Step 8. Click OK on the ODBC Data Source Administrator screen.

Congratulations! Helpful Tip:

When opening a module with existing records, an initial Record Limit is set so that 10 records will be displayed in the grid view.

To access the Grid Size, select Options (above the tool bar)/ Filters / Grid Size

The Grid Size defaults to the last ten records created. If desired, change the Number of Records to Select then click OK.

First Time Users:

Please refer to the “Getting Started with EPAC” document available either with your shipment, Reference Manual, Help File, or Installation Instructions folder under C:\Program Files\epac.

Installation of EPAC 6.2 is completed.

The program can now be launched from <START> <PROGRAMS> <EPAC > or from the desktop shortcuts that were created earlier.

ePAC EAM/CMMS 19

Version 6.2 SQL Installation Instructions

Step 1. Log In to your Windows Operating System as Administrator or Power User. If you do not have these rights, the install will not proceed. Insert CD into CDROM drive. Wait 30 seconds for the install to begin automatically. If the install does not start automatically, Click on Start, then Run.

Step 2. A run dialog box will open. Click on the Browse button and select the CDROM drive in the Look In

drop down box.

Step 3. Double click on the Setup icon.

Step 4. If MDAC needs updating, a dialog box displaying a licensing agreement will open. Click YES to accept the agreement. If your MDAC version 2.5 has already been run, then click “cancel” and skip to step 8.

Step 5. (This will install the Access Drivers version 4.00.4403.02) Welcome to Microsoft Data Access 2.5 Setup dialog box will open. Click on Next to proceed.

Step 6. After the MDAC has been run the installation will automatically go into the ePAC setup.

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Step 7. An ePAC Setup Install Shield Welcome dialog box will open click on Next to continue.

Step 8. A dialog box displaying a Licensing Agreement will open. If you accept the agreement, select Yes to continue.

Step 9. Customer Information dialog box will open. Enter User Name, Company and your 16-digit Serial Number. Enter the entire serial number without any dashes or spaces. Click on Next when done.

ePAC EAM/CMMS 21

Step 10. A Setup Type box will open. Select Server/ Standalone for a full installation of the

software.

The Server Install must be done first, then Workstation Install(s) afterward. If this has not happened, and you are trying to install a Workstation at this point, click cancel and proceed to install ePAC on the server before continuing with the Workstation installation(s).

Workstation Installations only: Highlight Workstation Install, Click on Next, Proceed to step 19.

Step 11. Highlight Network/Stand Alone Install and click on Next.

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Step 12. A Destination Location dialog box will open with a default install location of C:\Program

Files\ePAC identified. Select Next to accept this location or click on Browse to select an alternate location.

Step 13. Select Components dialog box will open with all components automatically

selected as the default. It is recommended that all components be installed. Click on Next to continue and proceed to step 16.

ePAC EAM/CMMS 23


Step 15. You will be prompted when the installation is complete. Click Ok to RESTART the Computer. Note: The Computer must be restarted for ePAC to function properly.

Step 16. An ePAC folder containing shortcuts to all installed components will automatically be placed on your desktop.

Step 17. Workstation Installs Only (continued from Step 11). Highlight Workstation Install

and click on Next.

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Step 18. A Network Location window will open. Click the Browse button and navigate back to the EPAC Directory on your Server where the full Server EPAC Installation Resides. Note: This window will not allow you to proceed before navigating to the proper directory on your Server which holds the epac.exe file.

ePAC EAM/CMMS 25

Step 19. Go back to steps 14-17 above to complete the Workstation Installation.

Create the New SQL Server Database

Step 1. From SQL Server, open Query Analyzer. Step 2. The ePAC installation includes a directory called \Database Utilities\ SQL Server.

Within that folder is a file called CreateBlankDataBase.SQL.

Step 3. Load and run this script in Query Analyzer to create a new database called “epac”. Step 4. Proceed to ODBC Data Source Setup Below

ODBC Data Source Setup

Note: The “Create New SQL Server Database” steps above must be completed before this section is started.

Step 1. Go to the Control Panel and open the ODBC Data Source Icon.

Step 2. From the User DSN Tab, locate and remove the ePAC data source. This data source will be listed as a Microsoft Access driver.

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Step 3. Click the Add button.

Step 4. Click the SQL Server Driver. Ensure the driver is 3.70.06.23 or higher.

Step 5. Click the Finish button.

Step 6. The Create a New Data Source to SQL Server will be displayed.

ePAC EAM/CMMS 27

Step 7. In the <Name:> section type EPAC

Step 8. In the <Description> section type EPAC.

Step 9. In the section <Which SQL Server do you want to connect to?> select the name of your database server.

Step 10. Click the Next button.

Step 11. Unless you require a login and password, Select the <With Windows NT authentication using the network Login Id> and <Connect to SQL Server to obtain default settings for the additional configuration options>. Otherwise, use SQL Server authentication along with Login ID and Password

Step 12. Click the Next Button. Also, note that by default the Client Configuration button is already set for TCP/IP

Step 13. Click the Client Configuration to set to “Name/Pipes” for maximum speed. By default, it is set to TCP/IP and that may be adequate. However, “Name/Pipes” may give you up to a 600% boost or more depending on how your installation is set up.

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Step 14. Click on <Change the default database to:> Select EPAC

Step 15. Click the Next Button.

Step 16. Click the Finish Button.

Step 17. Click on <Test Data Source>.

ePAC EAM/CMMS 29

Step 18. If the Workstation can connect to the SQL Server correctly a similar message box will appear. Click OK on the SQL Server ODBC Data Source Test.

Step 19. Click OK on the ODBC Data Source Administrator screen.

Step 20. You will need to assign users and permissions to this new data source in SQL Server

FILE LOCATIONS:

During a default installation of EPAC, files are installed into the following locations:

Program Files\EPAC

Program Files\Plus!\Microsoft Internet\Setup

Program Files\Common Files\System\ADO

Program Files\Common Files\System\MSADC

Program Files\Common Files\System\ole db

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Windows (Winnt)\system

Windows (Winnt)\system32

If using system security, you must provide rights/permissions to all of the above files.

Setting Security in SQL Server Note: A user or group must already be established within Windows security before proceeding. Note: Security should be set at the Server Level (not the Database Level)

• Launch Microsoft SQL Server, Enterprise Manager • Extend Microsoft SQL Servers

• Extend SQL Server Group

• Extend the server that you want to view. Most installs will only have 1 server.

• Extend Security

ePAC EAM/CMMS 31

• Right mouse click on Logins and select New Login

• Click on the browse button to right of Name field.

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• The form below will open. Click on dropdown for “List Names From” field to select the group that the name(s)

are in.

• Double click the name you want so it is populated in the add name field and then click the OK button.

• Click OK to go back to the “General” tab.

ePAC EAM/CMMS 33

• Change the default database to ePAC (or whatever the ePAC Db has been named), then click on the

Database Access tab. • Click in the “Permit” box for the appropriate Db, then select public, db_datareader and db_datawriter in the

“Database roles for ePAC (or appropriate Db name)” section. When done, click on OK. You are finished setting security.

Congratulations! Helpful Tip:

When opening a module with existing records, an initial Record Limit is set so that 10 records will be displayed in the grid view.

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To access the Grid Size, select Options (above the tool bar)/ Filters / Grid Size

The Grid Size defaults to the last ten records created. If desired, change the Number of Records to Select then click OK.

First Time Users:

Please refer to the “Getting Started with EPAC” document available either with your shipment, Reference Manual, Help File, or Installation Instructions folder under C:\Program Files\epac.

Installation of EPAC 6.2 is completed.

The program can now be launched from <START> <PROGRAMS> <EPAC > or from the desktop shortcuts that were created earlier.

ePAC EAM/CMMS 35

Getting Started with eLYNX Work Manager for Pocket PC

Thank you for your interest in our eLYNX Work Manager for Pocket PC software. Please use this short guide to help you install eLYNX application. If you need any additional help, please call our technical support staff (888-336-3722 ext.4, Mon-Fri 8:00 am – 6:00 pm EST).

Note: Microsoft Active Sync version 3.7 or greater MUST be installed prior to proceeding with the eLYNX install

eLYNX Installation Instructions

Step 1. Insert CD into CDROM drive. Open Windows Explorer and navigate to the eLYNX\Pocket PC Platform directory on the CD ROM.

Step 2. Double click on the dotnetfx.exe to launch the Microsoft .Net Frame Work

Installer and step through the installation process.

Step 3. After .Net Frame Work has been installed, double click on the MDAC_TYP.EXE to launch the Microsoft MDAC 2.8 installer (NOTE: If you are running MDAC 2.6 or greater you do not have to install MDAC 2.8; proceed to step 7).

Step 4. A dialog box displaying a licensing agreement will open. If you accept the

agreement, select Ok. Otherwise, the installation will end (see Figure 2). If your MDAC version 2.8 has already been run, then click “cancel” and skip to step 7.

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Figure 1

Step 5. Check off the box which shows you accept the licensing agreement.

Welcome to Microsoft Data Access 2.8 Setup dialog box will open. Click on Next to proceed (see Figure 2).

Figure 2

Step 6. After the MDAC has been run, a window may open to ask if you would like to

restart the computer now? Or later? It is recommended that you choose Now

Step 7. Double click on Setup.EXE to launch the eLYNX installer. Note: The eLYNX install will need to be done on ALL computers that will perform a synchronization with a handheld.

ePAC EAM/CMMS 37

Figure 3

Step 8. Click on the Next button to bring up the Serial Number screen and enter your ePAC serial number.

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Figure 4 Step 9. Click on the Next button on the Interface Setup Wizard to start the installation

process (see Figure 4).

Step 10. In the Select Installation Folder window, the Folder location will default to C:\Program Files\eLYNX. It is recommended that you accept the default installation location. If you want to install to a different location click on the Browse button and navigate to that location. If there will be multiple users on the installation computer AND you want the eLYNX interface to be available to all users then select the “Everyone” radio button; otherwise select the “Just me” radio button. Click on Next when done (see Figure 5).

ePAC EAM/CMMS 39

Figure 5

Step 11. If you are ready to install, click on the Next button to continue, otherwise click on the Back button to make changes or the Cancel button to stop the installation (see Figure 5).

Figure 6

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Step 12. After clicking on Next, the Installation progress window will open. When the

installation is complete, click on the Close button (see Figure 8).

Figure 7

Figure 8

ePAC EAM/CMMS 41

Note: You MUST launch the Pocket PC Interface to continue with the installation. The interface application will be found in the Installation directory (see step 10 above)

Step 13. After launching the ePAC Pocket PC Interface, identify where the eLYNX text files will reside (if this is a standalone ePAC install then Desktop file path should be left at the default, otherwise change the directory to the eLYNX directory on the server where ePAC is installed. If the eLYNX directory does not exist, it will need to be created).

Figure 9 Step 14. If you are running ePAC on an Access Db platform go to step 15, otherwise click

in the SQL Server radio button and populate the Server Name and Database Name fields as is appropriate. Proceed to step 16.

Step 15. If you are running ePAC on an Access Db platform, click in the Access radio

button and then browse to the database location in the Database Name field.

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Step 16. If you want the Interface to automatically process records when a handheld is synchronized (recommended), click in the Auto Start Interface On Sync logical field.

Step 17. If you will be synchronizing multiple handhelds on this one computer it is

recommended that you select the Set ActiveSync to Guest Only Connections logical field.

Step 18. Click on the Save Settings button to save your changes.

Step 19. Connect and synchronize your handheld device. Click on the Install Apps button

to install the necessary applications onto the handheld device (follow on screen prompts to complete install, accepting all defaults).

INSTALLATION ERROR MESSAGES:

You may get a warning that an application needs to be installed on the handheld prior to the eLYNX application. In this case, choose OK. The necessary applications will be installed during this process and will not affect your ability to run eLYNX.

Step 20. Close the Pocket Pc Interface, disconnect the handheld, the reconnect the

handheld. When you re-synchronize, you will be asked if you want to update the database. Select Yes (for future synchronizations you will only have to select yes if you have made database changes).

Congratulations! Installation is Complete You are now well on your way to utilizing the eLYNX software. Again, if you have any questions, please either refer to the Help file or call our Technical Support Staff. Our support hours are Mon-Fri 8:00 am – 6:00 pm.

Using eLYNX For The First Time Prior to utilizing eLYNX for the first time, you must make sure that you have created security profiles and technician records in ePAC and that your security id’s match your technician

ePAC EAM/CMMS 43

id’s. An eLYNX user will NOT be able to see any WO’s on the handheld if their Technician ID and Security ID do not match. Step 1. Launch ePAC and click on File\Import/Export\Options tab and verify that your

eLYNX Import/Export File Path is the same as your Pocket PC Interface file path (see screenshots below). Close both the ePAC Import/Export utility and the Pocket PC Interface. If you are not going to export any WO’s to the handheld at this time proceed to step 4, otherwise proceed to step 2.

Figure 10

Figure 11

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Step 2. Open the Work order module in ePAC and navigate to the WO’s that you want to

export to the handheld. Ensure that the Status field has a status of “A – Assign to PDA”, that a technician is assigned to the Work Order and that the Est. Issue Date field is less than or equal to the system date. Save the Work Order and repeat for each additional work order you want exported.

Step 3. Click File\Import/Export\Work Manager to open the import\export utility. Click on

the Export WO button. This will export work orders for the handheld to pickup at next synchronization.

Figure 12

ePAC EAM/CMMS 45

Step 4. Synchronize the handheld to update the database on the handheld. When

synchronization is complete, click on “Start\Programs” on the handheld, then SINGLE click on the Work Order icon (Note: The first time you launch Work Order after updating the database, it may take several seconds for the application to open).

Figure 13

Step 5. When the application opens, select the appropriate Facility ID then type in your Login ID and password (see Figure 14). Click on Ok when done.

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Figure 14

Step 6. If the user wants to Create a New WO on the handheld, single click on the Create a New WO button on the handheld, otherwise go to step 52. When clicking on the Create a New Work it may take several seconds to load the Work Order form.

Figure 15

ePAC EAM/CMMS 47

Step 7. All drop down selectors and text fields are barcode scan capable. To scan a barcode, click in the appropriate field then click on the Scan button.

Figure 16

Step 8. If the user wants to automatically add a labor entry to this new work order, click on

Tools\Start Clock

Figure 17

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Step 9. If the user has associated Locations to Assets, then you can select a location from the Location field, otherwise go to step 10. Selection can be made by scanning a location barcode or by using the drop down selector (see Figure 18).

Figure 18 Step 10. Select an area from the Area field. Selection can be made by scanning an Area

barcode or by using the drop down selector (see Figure 18). Step 11. Select an asset from the Asset field. Selection can be made by scanning an Asset

barcode or by using the drop down selector (see Figure 18).

Step 12. If the user wants to change the status of the Work Order, select a Status from the

Status field. Selection can be made by scanning a Status barcode or by using the drop down selector (see Figure 18).

Step 13. Select a job type from the Job Type field. Selection can be made by scanning a Job

Type barcode or by using the drop down selector (see Figure 18).

ePAC EAM/CMMS 49

Note: Area, Asset, Status and Job Type are all required fields. You will not be able to save the Work Order without populating these fields. After populating these fields the user can click the Save button (see green highlighted item in Figure 18); however clicking on the save button will move the work order from the “Create a New WO” menu to the “Update Existing WO’s” menu. It is not recommended that the user click the save button until they fill all desired fields.

Step 14. If the user wants to associate a problem with this work order, select a problem from

the Problem field, otherwise go to step 15. Selection can be made by scanning a Problem barcode or by using the drop down selector (see Figure 18).

Step 15. If the user wants to associate a task code with this work order, select a task code from the Task Code field, otherwise go to step 16. Selection can be made by scanning a Task Code barcode or by using the drop down selector (see Figure 18). To view the instructions\procedures for the selected Task Code, click on the Task Code box (see light blue highlighted item in Figure 18).

Step 16. Click on the Screen 2 button (see yellow highlighted item in Figure 18) to continue to add more information to this work order.

Step 17. If the user wants to add Instructions to this work order, click in the Instructions field and type in the instructions (see Figure 19), otherwise go to step 18

Figure 19

Step 18. If the user wants to associate a cause to this work order, select a cause from the Cause field (see figure 19), otherwise go to step 19.

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Step 19. Click on the Screen 3 button (see yellow highlighted item in Figure 19) to add more information to this work order

Step 20. If the user wants to associate an action to this work order, select an action from the Action field (see figure 20), otherwise go to step 21.

Figure 20

Step 21. If the user wants to add details to this work order, type in work details into the Details field (see figure 20), otherwise click on the Screen 4 button (see yellow highlighted item in Figure 20).

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Figure 21

Step 22. If the user wants to associate equipment downtime for this work order, select a date from the Downtime Start date field (see figure 21), otherwise go to step 26.

Step 23. To change the downtime start time, click in the Downtime Start time field and type in the downtime start time (see figure 21).

Step 24. To change the downtime stop date, select a date from the Downtime Stop date field (see figure 21).

Step 25. To change the downtime stop time, click in the Downtime Stop time field and type in the downtime stop time (see figure 21).

Step 26. If the user wants to associate a Contractor to this work order, select a contractor from the Contractor field (see figure 21), otherwise go to step 29.

Step 27. If the user wants to associate contractor materials costs to this work, type in the cost in the Cont Mat Cost field (see figure 21), otherwise go to step 28.

Step 28. If the user wants to associate contractor labor costs to this work order, type in the cost in the Cont Labor Cost field (see figure 21), otherwise go to step 29.

Step 29. If the user wants to associate a meter reading to this work order, type in the meter reading in the Meter Reading field (see figure 21), otherwise go to step 30.

Note: To add a meter reading to a work order, you must have previously associated a meter to the Asset from within ePAC.

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Step 30. If the user wants to add materials to this work order click on Tools\Add Job Parts (see figure 17 above), otherwise go to step 38.

Figure 22

Step 31. Enter in a part number for the part issued in the Part Number field (see figure 22). Step 32. If this part has bee identified in the Inventory module of ePAC, click in the Stock

Part checkbox field (see figure 22), otherwise go to step 33. After checking this field, go to step 35.

Step 33. If you want to associate a description to this part, enter a description in the Description field (see figure 22), otherwise go to step 34.

Step 34. If you want to associate a single unit cost for this part, enter a cost into the Cost field (see figure 22), otherwise go to step 35.

Step 35. Enter a quantity used into the Qty Used field (see figure 22). Step 36. Click on the Save button when done with this transaction (see figure 22). Step 37. If the user wants to add additional parts to this work order repeat steps 31-36,

otherwise click on the exit button (see figure 22). Step 38. If the user has selected “Start Clock” for the automatic labor entry (step 8 above),

click on “Tools\Stop Clock” (see figure 17) to stop the time for this labor entry. Step 39. If the user wants to associate additional labor resources to this work order, click on

“Tools\Add Labor” (see figure 17), otherwise go to step 48.

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Step 40. Select a labor group from the Labor Group field (see figure 23).

Figure 23

Step 41. Select a technician from the Technician field (see figure 23). Step 42. Select a rate from the Rate field (see figure 23). Step 43. If the user wants to associate a task code to this labor entry, select a task from the

Task Code field (see figure 23), otherwise go to step 44. Step 44. If the user wants to adjust the labor entry start date, select a start date from the Task

Start date field (see figure 23), otherwise go to step 45. Step 45. If the user wants to adjust the labor entry start time, type a time in the Task Start time

field (see figure 23), otherwise go to step 46. Step 46. If the user wants to adjust the labor entry end date, select an end date from the Task

Stop date field (see figure 23), otherwise go to step 47. Step 47. If the user wants to adjust the labor entry end time, type a time in the Task Stop time

field (see figure 23), otherwise go to step 48. Step 48. Click on the Save button when done with this transaction (see figure 23). Step 49. If the user wants to add additional labor entries to this work order repeat steps 40-48,

otherwise click on the exit button (see figure 23).

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Step 50. Click on the Save button when finished with this work order (see green highlighted item in figure 18).

Note: Clicking on “Save” will move this work order from the “Create New WO” menu to the “Update Existing WO’s” menu. Step 51. If the user would like to create additional work orders on the handheld, repeat steps

6-50, otherwise go to step 52. Step 52. Click on the Exit button to return to the Main Menu. If you want to exit the

application, click on the Exit button from the Main Menu (see figure 15) otherwise go to step 53.

Step 53. If the user wants to update a work order that was imported from ePAC or was created on the handheld (and not transferred back to ePAC), click on the “Update Existing WO’s” button on the Main Menu (see figure 15) otherwise go to step 56.

Step 54. When selecting the “Update Existing WO’s” button a new menu will display showing all of the open work orders that are on the handheld for the logged in user. These work orders will be displayed using the following sort order: RIME Priority, Location, Area, Asset (see figure 24). Single click on the work order NUMBER that the user wishes to open\modify.

Note: the following fields are locked and not editable from the “Update Existing WO’s” menu option: WO Number, Location, Area, Asset, Problem and Area.

Figure 24

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Step 55. Follow steps 7-52 above to modify the open WO, otherwise go to step 56. Step 56. If the user wants to add job parts to a work order, click on the Job Parts button on the

Main Menu (see figure 15) otherwise go to step 59. Step 57. Enter in the work order number in the WO Number field (see figure 22). Step 58. Follow steps 31-37 to add parts to this work order. Step 59. If the user wants to add labor to a work order, click on the Add Labor button on the

Main Menu (see figure 15), otherwise go to step 62. Step 60. Enter the work order number in the WO Number field (see figure 23). Step 61. Follow steps 40-49 to add labor entries to this work order. Step 62. When finished modifying work orders on the handheld, synchronize the unit to

transfer the data back to ePAC.

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Installation Instructions For The Web ePAC System Prerequisites

Step 1. You will need MDAC 2.5 or later installed on the server running IIS. Step 2. This system is for Internet Explorer only.

Permissions

Step 1. The default Windows IIS user account, typically (Your Windows Domain Name)\IUSR_(Your Web Server Name) (i.e. EPAC\IUSR_SERVER) must have the following rights: a. Write access to the Windows System directory (i.e. C:\Windows\System

or C:\Winnt\System32), Windows Temp directory (i.e. C:\Windows\Temp or C:\Winnt\Temp), and C:\TEMP directories.

b. If running under Access this user must also have Read, Write, and Execute rights to the database and the folder it is in.

c. For SQL Server customers using NT authentication, the default IIS user account must be added to Logins with rights to the EPAC database

Step 2. If running IIS 6.0 you must allow Active Server Pages. In IIS expand your

server and then click on Web Service Extensions. On the right hand side set Active Server Pages to a status of “Allowed”.

Setup Step 1. After installation of ePAC, you will find a folder under the EPAC directory

called WebEPAC DLL. The default path to this folder is C:\Program Files\EPAC. Within the WebEPAC DLL directory you will find a file called WebEpac.dll. Copy WebEpac.dll to the Windows System directory (i.e. C:\Windows\System or C:\Winnt\System32)

Step 2. Register WebEpac.dll Step 3. After installation of ePAC, you will find a folder under the EPAC directory

called WebEpac. The default path to this folder is C:\Program Files\EPAC. Copy the WebEpac folder to the root of your Web site’s directory. Typically this will be C:\Inetpub\wwwroot.

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Step 4. In IIS create a Virtual Directory called WebEpac. In IIS expand your server

and then expand “Web Sites”. Right click on “Default Web Site” and select New – Virtual Directory. On the resulting form click on Next. For an alias type in WebEpac and click on Next. For the directory, browse out to the WebEpac folder you copied in Step 3 and then click on next. On the next form make sure “Run” and “Run Scripts” are checked. Click on Next and then click on Finish.

Step 5. Set up a File DSN called WebEpac that points to your ePAC database. Step 6. The URL to use for the system will be (Web site address)/WebEPAC (i.e.

www.epacst.com/WebEPAC)

Note: Security patch MS01-055 for Microsoft Internet Explorer 5.5 or 6.0 will prevent the Web ePAC System from performing properly if your server name contains any characters other than letters, numbers, period (.), and dash (-). If your server contains any other characters such as an underscore character (_), then you must user your server's Internet Protocol (IP) address rather than the name.

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Tool Bars

Top Tool Bar The Top Tool bar is present on most of the major screens within ePAC. The controls on this bar allow users to add, delete, and save records.

New Button This button allows users to add a new record in the module that user is currently in. Hot Key: CTRL N. See also: New in Menu Bar section.

Close Button This button allows users to close the open form for the module that user is currently in. Hot Keys: ALT F C or CTRL O. See also: Close in Menu Bar section.

Save Button This button allows users to save any changes made to the current record. Hot Keys: ALT F S or CTRL S. See also: Save in Menu Bar section

Scroll Arrows Use the left or right arrows to scroll backwards or forwards through records in the grid view. Clicking either single arrow button simulates a double-click of the mouse on that record in the table view. Thus, the record will open below. Hot Keys: CTRL B (back), CTRL F (forward). Clicking either double arrow button will load the grid with the next or previous group of records (based on Grid Size setting).

Delete Button This button allows users to delete the current record. Hot Keys: ALT E D or CTRL D.

If the user wants to retrieve a deleted record, then use the Character Search Filter, Query Builder, Quick Lookup or Quick Edit Lookup to retrieve the record, click on the save button and then follow any prompts (if applicable). Following this procedure will restore the record to an active status.

Clear Button This button allows users to clear populated fields on a new record (prior to saving record). Hot Key: CTRL Z.

Asset Tree This button allows users to view the Asset Hierarchy and assign an Asset to a Calendar PM, Meter PM or Work Order without having to use the drop down selectors in the given module.

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Record Search Button The Character Search Filter allows users to search for records on single and/or multiple fields. See also: Record Search in the Menu Bar section

Query Builder Button This selection is a powerful function that allows users to specify a group of records which can be named, saved, and retrieved any time. A user can also define a saved query as their default query (per module). Once a default query has been saved, every time the user clicks on the appropriate module icon, the default query will be run and only the matching records will be displayed in the main grid. Hot Keys: CTRL Q. See also: Query Builder in the Menu Bar section.

Quick Search Lookup This field allows users to search for a record by entering a search word in the lookup entry field area then clicking on the appropriate module icon.

Help Button This button allows users to access the Help menu. Hot Key: Hot Keys: ALT H C or CTRL H.

Print Button This button allows users to print the current open record from either the Work Order Module or the Purchase Order Module. Hot Key: Hot Keys: ALT F P or CTRL P. See also: Print in the Menu Bar Section

Email Button This button allows users to send email notifications from the Purchase Order or Work Order modules. . A user would select the Purchase Order or Work Order that they would want to send an email for, then click this button.

Exit Button This button allows users to close the ePAC application. Hot Key: Hot Keys: ALT F X or CTRL X. See also: Exit in the Menu Bar section.

Menu Options Tool Bar The Menu Options Tool Bar allows users to access all of the utilities and system administration functions within the application.

File This selection provides access to Close, Save, Print, Print Preview, System Administration, PDA Import/Export, Export Main Grid, Change Part Number and Exit. Hot Key: Alt F.

Close This selection allows users to Close the current open record. Hot Keys: ALT F C or CTRL O.

See also: in Top Tool Bar Section.

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Save This selection allows users to save the current open record. Hot Keys: ALT F S or CTRL S. See also Save Button in Top Tool Bar section.

Print This selection allows users to Print the current open record. Hot Keys: ALT F P or CTRL P. See also Print Button in Top Tool Bar section.

Print Preview This selection allows users to Preview the associated report for the open record that would print if the Print button were selected. This function is available in the Work Order Module and Purchase Order Module.

Corporate Administration Corporate Administration allows users to identify additional facilities (if purchased) and to identify which inventory items should be shared across facilities.

Facilities

This tab allows a user to create new facilities. Click the New icon to create new facilities

Inventory

This tab allows users to identify if corporate inventory should be used.

Use Corporate Inventory This field allows the user to select if they want to share inventory part numbers across multiple facilities. Once selected, when the user creates a new inventory item they will be prompted if they would like to assign this new part as a Corporate Part. If yes is selected, then all other facilities will have the new item created within their facility.

Note: Once one inventory item has been assigned as a corporate item, then this field will NOT be able to be de-selected.

Auto Receive on Transfer This field allows a user to automatically receive inventory items into its primary stock location when parts are transferred from one facility to another.

New Corporate Item This button allows the user to assign a previously created inventory item as a corporate item and allows the user to select which facilities will be allowed to see the item.

System Administration System Administration stores variables for the system and allows the user to rename some system captions. Open System Administration by selecting it from the File menu. Click the Save button before exiting to save changes. Hot Keys: ALT F A

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Captions\Labels This selection allows users to rename system field captions

System Field Names Tab These field captions can all be changed to match the needs of users.

W.O. Status Descriptions Tab The fields on this tab allow users to define the descriptions for the Work Order status codes. Only status codes 2 through 8 are user definable. Status code 1 is a “New Record”. All Work Orders generated from Calendar or Meter based PM plans are automatically assigned this status. Status code 0 is an “In Plan” work order. Status code 9 is a “Closed” work order.

Defect Descriptions Tab The fields on this tab allow users to define the caption descriptions for the Work Order defect codes. Defect Codes 1 (Problem), 5 (Cause) and 6 (Action) are defined in the system but can be changed by users. See Work Order Module section for more information on utilizing Work Order Defect Codes.

W.O. Condition Caption Tab The fields on this tab allow users to assign up to 16 field caption names to the Work Order Custom Fields. The custom field captions that are renamed here will display on all Work Order records on the Custom Fields tab. The field types are as follows: Custom 1 thru 10 - Text fields Custom 11 and 12 – Date Fields Custom 13 and 14 – Numeric Fields Custom 15 and16 – Logical Fields This is also where users can select the number of days to allow changes to a WO after it has been

closed (Status 9). See Work Order Module section for more information on utilizing Work Order Custom Fields.

W.O. Custom Fields Tab The fields on this tab allow users to assign up to 16 field caption names to the Work Order module Custom Fields, the Machine Downtime and Line Downtime fields. The custom field captions that are renamed here will display on all Work Order records on the Custom Fields tab. The field types are as follows: Custom 1 thru 10 - Text fields Custom 11 and 12 – Date Fields Custom 13 and 14 – Numeric Fields Custom 15 and16 – Logical Fields See Work Order Module section for more information on utilizing Work Order Custom Fields.

Asset Custom Fields Tab The fields on this tab allow users to assign up to 16 field caption names to the Asset module

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Custom Fields. The custom field captions that are renamed here will display on all Asset records on the Custom Fields tab. The field types are as follows: Custom 1 thru 10 - Text fields Custom 11 and 12 – Date Fields Custom 13 and 14 – Numeric Fields Custom 15 and16 – Logical Fields

See Asset Module section for more information on utilizing Asset Custom Fields.

Inventory Custom Field Tab The fields on this tab allow users to assign up to 16 field caption names to the Inventory Custom Fields. The custom field captions that are renamed here will display on all Inventory records on the Custom Fields tab. The field types are as follows: Custom 1 thru 10 - Text fields Custom 11 and 12 – Date Fields Custom 13 and 14 – Numeric Fields Custom 15 and16 – Logical Fields See Inventory Module section for more information on utilizing Inventory Custom Fields.

Requisition Custom Fields Tab The fields on this tab allow users to assign up to 16 field caption names to the Requisition Custom Fields. The custom field captions that are renamed here will display on all Requisition records on the Custom Fields tab. The field types are as follows: Custom 1 thru 10 - Text fields Custom 11 and 12 – Date Fields Custom 13 and 14 – Numeric Fields Custom 15 and16 – Logical Fields

Purchase Order Custom Fields Tab The fields on this tab allow users to assign up to 16 field caption names to the Purchase Order Custom Fields. The custom field captions that are renamed here will display on all Purchase Order records on the Custom Fields tab. The field types are as follows: Custom 1 thru 10 - Text fields Custom 11 and 12 – Date Fields Custom 13 and 14 – Numeric Fields Custom 15 and16 – Logical Fields

Technician Custom Fields Tab The fields on this tab allow users to assign up to 16 field caption names to the Technician Custom Fields. The custom field captions that are renamed here will display on all Technician records on the Custom Fields tab. The field types are as follows: Custom 1 thru 10 - Text fields Custom 11 and 12 – Date Fields Custom 13 and 14 – Numeric Fields Custom 15 and16 – Logical Fields

Supplier Custom Fields Tab The fields on this tab allow users to assign up to 16 field caption names to the Supplier Custom

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Fields. The custom field captions that are renamed here will display on all Supplier records on the Custom Fields tab. The field types are as follows: Custom 1 thru 10 - Text fields Custom 11 and 12 – Date Fields Custom 13 and 14 – Numeric Fields Custom 15 and16 – Logical Fields

Record Type Tab The fields on this tab allow users to assign up to 18 field caption names to define labels by Record Type, which are displayed on the Details tab of the Asset record. The field types are as follows: Custom 1 thru 6 – Pop up tables Custom 7 thru 10 – Text Fields Custom 11 and 12 – Numeric Fields Custom 13 thru 16 – Date Fields Custom 17 and 18 – Logical Fields

System Settings

Main Tab

Location Name

This field is used as a heading for all reports provided with ePAC, unless installation is of Multi-Facility type. If a multi-facility install has been done, then this field is not used.

Default Facility ID

For a multi facility organization, this field will allow users to select which facility they belong to.

Default Store Room

This field will allow users to select which Store Room inventory items will be received to by default. Users can select a different Store Room at time of inventory transaction if desired.

W.O. Printer

This field allows users to select which printer Work Orders should be printed to. Any printers that have been configured on the computer in use will display in the dropdown selector. If the field remains blank, the WO will print from the default printer for the computer in use.

P.O. Printer

This field allows users to select which printer Purchase Orders should be printed to. Any printers that have been configured on the computer in use will display in the dropdown selector. If the field remains blank, the PO will print from the default printer for the computer in use.

Bar Code Sheet / Reports Printer

This field allows users to select which printer sheet style bar code labels and all reports (other than WO’s and PO’s) should be printed to. Any printers that have been configured on the computer in use will display in the dropdown selector. If the field remains blank, the sheet bar code labels and reports will print from the default printer for the computer in use.

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Bar Code Roll Printer

This field allows users to select which printer roll style bar code labels should be printed to. Any printers that have been configured on the computer in use will display in the dropdown selector. If the field remains blank, the roll bar code labels will print from the default printer for the computer in use.

Reports Path

This field allows users to identify where the ePAC report files reside. If this path is defined, all report files MUST be stored in this directory. If the report files are stored in the ePAC installation directory, leave this field blank. Note: If a Network installation has been performed, then all client machines should share the same system mapping to the reports directory. See your system administrator for further assistance.

Print Images with Work Order

This field identifies if users wants attachments to print with Work Orders when a Work Order is printed. Check this box to enable printing of image. Images may also be printed with Work Orders that are generated from a Calendar or Meter based PM plan.

Use Security

Check this box to activate the security feature of ePAC. Security will prompt users for their Login ID and password before allowing access to any modules. See Security section for more information on configuring Security features.

Days to Charge

This field is used to identify the number of days after a work order has been closed that a user can add parts and labor costs to the work order.

Auto Save Labor When Closing Work Orders

This field is used to set a default on all work orders that will have the system automatically apply labor time for the selected technician based upon the Job Open Date\Time and Job Close Date\Time when the work order is closed (status “9”). If selected in System Administration the user can deselect the setting on individual work orders. Note: If the Job Start Date\Time is June 6, 2005 @10:00 am and the Job Finish Date\Time is June 9, 2005 @ 10:00 am and Auto Save Labor is selected then 72 hours of labor will be applied to the work order. EPAC Software Technologies STRONGLY recommends caution when utilizing this option.

Numbering Tab The fields on this tab allow a user to set the next sequential number that will be used in the following modules: Work Order, Calendar PM, Meter PM, Requisitions and Purchase Orders.

Note: Care must be taken when changing these numbers. It is possible to enter a number that would result in duplicate records. ePAC will not allow duplicates and an error will result.

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Next Schedule Number

This field contains the next schedule number to be used when a new Calendar or Meter based PM plan is created. Schedule Number is automatically generated by the system and is used to differentiate PM plans. See Calendar PM or Meter PM module for more information on usage of Schedule Number

Next Reference Number

This field identifies what the next reference number to be issued will be. The reference number is used when issuing parts from inventory and is automatically generated by the system and is used to differentiate part transactions. It is printed on the part transaction receipt and also recorded in the 'Part History' table.

Next W.O. Number

This field identifies what the next Work Order number to be issued will be. WO Number is automatically generated by the system and is used to differentiate Work Orders. See Work Order, Calendar PM or Meter PM module for more information on usage of WO Numbers

Next Req Number

This field identifies what the next Requisition number to be issued will be. The Req Number is used when a new purchase requisition is created and differentiates Purchase Requisitions. See Purchase Requisitions module for more information on usage of Req Numbers.

Next P.O. Number

This field identifies what the next P.O. number to be issued will be. The PO Number is used when a new purchase order is created and differentiates Purchase Orders. See Purchase Order module for more information on usage of PO numbers.

Inventory Tab

In Account

This is a global account number that will be recorded in the part history database when parts are received into inventory. See Inventory module for more information on receiving parts.

Out Account

This is a global account number that will be recorded in the part history database when parts are issued from inventory. See Inventory module for more information on receiving parts.

P.O. Charge Department

This is a global charge department that is recorded in the part history database when parts are received into inventory. See Inventory module for more information on receiving parts.

Min-Max Percent

The Min Max Percentage value is the percentage difference between the last value and the generated value that will allow the system to change the min-max levels. For example, if the min-max percent is set at 500 the system will not change the value unless the generated value is fewer than 500% of the last value. This protects the system-generated values from being changed due to

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a lack of sufficient history. Turns per Year: Enter or change the default value for turns per year. Turns per year is used to calculate the system generated max level as follows: Max level = (A/T) + N Where A = Annual usage (from history file) N = min level (see min level help) T = Turns per year The turns per year will relate the max level to the min level. According to the annual usage in the history file, it estimates how long inventory will last until it falls below the min level. For example, if turns per year are set to 12, it will add to the min level 1/12th the annual usage calculated from history. Fewer turns per year equal less reorder intervals, but the larger inventory value.

M.A.D

Enter or change the Mean Absolute Deviation to be used as default. The MAD is used to calculate the system generated min-max levels according to the following formulas: Min =((A/52)*L) + (S*M) Max = (A/T)+ N where S = Safety stock = (A/365) * (L + C) A = annual usage L = average lead time C = priority level M = mean absolute deviation N = min level T = turns per year MAD is a factor related to the service level deemed appropriate. The service level is a percentage based on inventory. For example, a service level of 95% indicates if part is relieved from inventory 100 times it will be in stock 95 of the time. In practice the service level will never reach 100%. Keep in mind that the higher the MAD the larger the inventory value. MAD is related to the service level as follows:

Service Level %

MAD Service Level %

MAD

50.00 0.00 98.00 2.50

75.00 0.84 98.61 2.75

80.00 1.05 99.10 2.91

84.13 1.25 99.18 3.00

85.00 1.30 99.38 3.13

89.44 1.56 99.50 3.20

90.00 1.60 99.60 3.31

93.34 1.88 99.70 3.44

94.00 1.95 99.80 3.60

94.52 2.00 99.86 6.75

95.00 2.06 99.90 3.85

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96.00 2.19 99.93 4.00

97.72 2.35 99.99 5.00

Forecast

This field is used to identify the number of days into the future to use when running the Generate Min/Max Reqs (Requisitions) utility. This number will be used to calculate the number of parts to be ordered to provide enough inventories to last the number of days specified in this field.

Use ___ days of history

This field is used to identify the number of days in history the application should look at part transactions when running the Min/Max Calculations utility.

Auto Assign Stock Location on Receive Without PO from PDA

This field is used to automatically assign a stock location to an inventory item when receiving the item without a PO on a handheld device (running eLYNX software) where the selected stock location has not been previously assigned to the item.

Purchasing Tab

Ship To

This field is used to identify the shipping address that will appear on Purchase Orders when they are generated. See Purchase Order module for more information on creating Purchase Orders.

Mark P.O. items Taxable

This field indicates whether or not items are marked as taxable items by default. Even though items may be marked as taxable, they may be marked as non-taxable at any point until the time the Purchase Order is created. See Purchase Order module for more information on creating Purchase Orders.

Require Req Approval

This field is used to identify if a Purchase Requisition requires approval prior to converting it to a Purchase Order. See Requisitions module for more information on creating Purchase Requisitions.

Maximum Amount

This field identifies the maximum dollar amount a Purchase Requisition can be before it requires approval. If the total dollar amount for a purchase requisition is above the 'Maximum Amount', these Requisitions will require approval before they can be turned into a Purchase Order. See Requisitions module for more information on creating Purchase Requisitions.

Include Account Tax in Extended Cost

This field is used to apply the tax rate assigned to the selected Account Code on a Purchase Requisition or a Purchase Order.

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Internal Support Contact Tab

Support Name (1 – 5)

This field is used to identify up to five support people who can provide assistance with the application.

Support Phone (1 – 5)

This field is used to identify the telephone numbers for the internal support people who can provide assistance with the application.

Required Fields Tab This tab allows users to make certain fields required on the Work Order Short Form, Service Request and\or Work Order Main tab.

Deactivate Area and Asset on Service Request

This field allows the user to not make Area and Asset required in the Service Request application. If selected, the Area and Asset fields will be hidden on the Service Request form.

Allow Printing of Work Orders on Service Request

This field allows the user to automatically print a Work Order when a Service Request is saved.

Status For New Work Order

This field allows the user to set a default status value for any new Work Order. The user can override this status on a per Work Order basis.

WO Email This tab allows users to configure ePAC so that it will automatically send an email to a requestor and\or technician based upon a status change of a work order.

User Activity This tab displays a list of all users who are currently logged into ePAC and allows users to set a timeout limit where ePAC will close based on user inactivity.

PDA Import/Export The PDA Import/Export selection allows users to access the PDA (Personal Digital Assistant) utility. This utility allows users to perform Inventory transactions and create/record work on Work Orders. Hot Keys: ALT F I

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Inventory Manager Tab This tab allows users to process receipts of Purchase Orders, receipts of parts without a purchase order and issue parts to a person, work order or asset for transactions that have been performed on the handheld device.

Receive with PO

This button allows a user to import and process receipts for Purchase Orders that have already been processed on the handheld device. A log file will be generated when the process is complete and, if the process was successful, will display the results in the grid section of this form, otherwise the log will display the results in the grid section on the Error Log tab.

Receive without PO

This button allows a user to import and process receipts for Inventory transactions that were received without Purchase Orders, and have already been processed on the handheld device. A log file will be generated when the process is complete and, if the process was successful, will display the results in the grid section of this form, otherwise the log will display the results in the grid section on the Error Log tab.

Issue Parts

This button allows a user to import and process part issuances that have already been processed on the handheld device. A log file will be generated when the process is complete and, if the process was successful, will display the results in the grid section of this form, otherwise the log will display the results in the grid section on the Error Log tab.

Clear Log

This button allows users to erase the Inventory log file that was generated during previously processed PDA part transactions.

Inventory Cycle Count Tab This tab allows users to process inventory counts for transactions that have been performed on the handheld device.

Import File

This button allows a user to import inventory counts that have already been processed on the handheld device. A log file will be generated when the process is complete and, if the process was successful, will display the results in the grid section of this form, otherwise the log will display the results in the grid section on the Error Log tab.

Select All

This button allows a user to select all records displayed in the grid section of this form, so that when the “Process Selected” button is chosen the effected inventory items “On Hand” quantity will be adjusted to match the quantity from the handheld device count. Users can manually deselect any records that users does not want to process when the “Process Selected” button is chosen.

Deselect All

This button allows a user to deselect all records displayed in the grid section of this form, so that when the “Process Selected” button is chosen no inventory items “On Hand” quantity will be adjusted to match the quantity from the handheld device count. Users can manually select any

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records that users does want to process when the “Process Selected” button is chosen.

Process Selected

This button allows a user to adjust all inventory items “On Hand” quantity to match the quantity from the handheld device count, for the records that have been selected in the grid on this form. All processed records will be cleared from the grid on this form when the transaction is complete.

Work Manager Tab This tab allows users to process Work Orders that have been assigned to and/or created by the handheld device and process parts that have been issued to work orders.

Create WO

This button allows a user to import work orders that have been created on the handheld device and generate work orders in ePAC. A log file will be generated when the process is complete and, if the process was successful, will display the results in the grid section of this form, otherwise the log will display the results in the grid section on the Error Log tab. Note: If job parts have been charged to the new work orders thru the handheld device, the Create WO process MUST be run prior to the Job Parts process.

Complete WO

This button allows a user to import work orders that have been created in ePAC and edited on the handheld device. All changes that have been made on the handheld device will update the Work Orders within ePAC when this process is selected. A log file will be generated when the process is complete and, if the process was successful, will display the results in the grid section of this form, otherwise the log will display the results in the grid section on the Error Log tab. Note: If job parts have been charged to the work orders thru the handheld device, the Complete WO process MUST be run prior to the Job Parts process.

Job Parts

This button allows a user to import and process part issuances to work orders that have already been processed on the handheld device. A log file will be generated when the process is complete and, if the process was successful, will display the results in the grid section of this form, otherwise the log will display the results in the grid section on the Error Log tab.

Export WO

This button allows a user to export work orders that have been created in ePAC into a handheld device. Only those work orders that have been assigned a technician and a status of “Assign to PDA” will be exported to the handheld device. A log file will be generated when the process is complete and, if the process was successful, will display the results in the grid section of this form, otherwise the log will display the results in the grid section on the Error Log tab.

Clear Export

This button allows users to delete the Export Work Order log file. This process should be run after: 1.) The “Export WO” process has been completed AND 2.) The handheld device has been synchronized and the work orders have been transferred to the handheld device.

Clear Log

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This button allows users to erase the Work Order log file that was generated during previously processed PDA work order transactions.

Asset Manager Tab This tab allows users to process asset records that have been created within the handheld device.

Add Asset

This button allows a user to import and process new asset records that have been created on the handheld device. A log file will be generated when the process is complete and, if the process was successful, will display the results in the grid section of this form, otherwise the log will display the results in the grid section on the Error Log tab.

Clear Log

This button allows users to erase the Add Asset log file that was generated during previously processed PDA asset transactions.

Error Log Tab This tab allows users to view any/all errors that were encountered during processing of any of the other eLYNX utilities in the grid section of this form.

Clear Log

This button allows users to erase the Error log file that may have been generated during previously processed PDA asset transactions.

Options Tab This tab allows users to configure the setup of the eLYNX application.

Timer On/Off

This field allows users to identify if ePAC should automatically process eLYNX operations. If this option is desired, click in the logical field.

Timer Interval

This field allows users to determine, in seconds, how frequently ePAC should automatically search for eLYNX files for processing. Timer can be set for between 1 and 60.

Receive Bar Code

This field allows users to identify which bar code label should be printed by default when users select “Print Labels” from the eLYNX Inventory application.

PDA File Path

This field allows users to identify where the eLYNX import and export files are be located. This file path MUST match the file path identified in the synchronization software (Palm Desktop© or Microsoft Active Sync©).

Update

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This field allows users to process any changes that have been made on the Options tab. Any changes that have been made to this tab will not take affect until this button has been selected.

Exit Button

This button allows users to close the “eLYNX PDA Import/Export” form.

Export Main Grid

This selection allows users to export all of the information in the Main Grid to a comma delimited (csv) file. The exported file can then be opened by most spreadsheet, word processing, database or text applications and the data modified.

Change Part Number This selection allows users to re-code an inventory part number. Once changed, all references to the old part number will be converted to the new code.

Field Name This field allows users to identify which code field that should be changed.

Note: Currently, the only code field that can be changed using this utility is the Part Number.

Old Value This field is used to identify the current code that the user would like to change.

New Value This field is used to identify the new code that the user would like to use to identify the part identified in the Old Value field on this form.

Make Changes This button allows the users to incorporate the new code that was identified in the New Value field on this form.

Note: Changing the code field is an irreversible process. Care should be taken when using the Change Part Number utility.

Exit This button allows user to close the “Change Part Number” form.

Export Main Grid This selection allows the user to export the main grid of records and save the records as a comma separated value file (CSV). This CSV file can be opened in a spreadsheet format for viewing and manipulation for report purposes. Any changes to this file do NOT affect ePAC records.

Exit This selection allows users to close the ePAC application. Hot Keys: ALT F X or CTRL X.

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Edit This selection provides access to Copy Record, Delete, Meter Readings, Move Asset, Reset Monthly/Yearly Financial Totals, Time Reporting & Planning. Hot Key: ALT E

Copy Record This selection allows the users to automatically copy information from the current open record and have the application paste the information into a new record. Hot Keys: ALT E C

New This selection provides users access to the Asset, Work Order, Calendar PM, Meter PM, Inventory, Requisition, or Technician Module for the purpose of creating a new record. Hot Keys: ALT N A (Asset), ALT N W (Work Order), ALT N C (Calendar PM), ALT N M (Meter PM), ALT N I (Inventory), ALT N R (Requisition), ALT N P (Purchase Order), ALT N T (Technician)

Options This selection provides access Bar Code label printing, Data Form Options, Filters, Layout setup, Sort Orders, ability to change login password and ability to login as a different user.

Bar Code This selection allows users to print a variety of pre-defined bar code labels for Assets, Inventory and Stock Locations on either sheet or roll label format. Hot Keys: ALT 0 B

Asset This tab allows users to identify the type, range, quantity and format of Asset labels that they would like to print. Hot Keys: ALT 0 B ALT A

Type

This field allows the user to identify which Asset label should be printed. Selections include: Area (Area code and description), Asset (Asset Code), Asset # (Asset number), Equipment # (Equipment number). Hot Keys: ALT 0 B ALT T

Area

This field allows the user to identify the location of the asset records that a bar code label should be printed.

Begin

This field allows the user to identify the first record that should be printed when printing labels. All records contained within the identified range (Begin, End) will print.

End

This field allows the user to identify the last record that should be printed when printing labels. All records contained within the identified range (Begin, End) will print.

Print Range

This field allows the user to identify if only the “Begin” label should be printed (select “One”) or all labels within the “Begin” and “End” range should be printed (select “Range”). Hot Keys: ALT 0 B ALT O (One), ALT 0 B ALT R (Range)

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Qty. of each

This field allows the user to identify the number of labels per selection should be printed.

Roll

This field allows the user to identify which type of bar code label should print (roll or sheet) and the label size that the user has. Each label size identifies how many characters will fit on each label.

Sheet


Sheet Start

These fields allow the user to identify which row and column the first bar code label should print in when selecting “Sheet” style labels.

Preview

This button allows the user to see a snapshot of the selected bar code type prior to printing labels. Hot Keys: ALT 0 B ALT V

Print

This button allows the user to print the selected barcode labels. Hot Keys: ALT P

Inventory This tab allows users to identify the type, range, quantity and format of Inventory labels that they would like to print. Hot Keys: ALT I

Type

This field allows the user to identify which Inventory label should be printed. Selections include: Part # (Part code), Part #/ Desc. (Part code and description), Part #/Bin (Part code and bin location), Account Code (Account Code code), Charge Dept (Charge Department code). Hot Keys: ALT I ALT T

Note: Part #/Bin labels can ONLY be printed on a Roll printer

Location

This field allows the user to identify the stock location of the inventory records that a bar code label should be printed.

Begin

This field allows the user to identify the first record that should be printed when printing labels. All records contained within the identified range (Begin, End) will print.

End

This field allows the user to identify the last record that should be printed when printing labels. All

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records contained within the identified range (Begin, End) will print.

Print Range

This field allows the user to identify if only the “Begin” label should be printed (select “One”) or all labels within the “Begin” and “End” range should be printed (select “Range”). Hot Keys: ALT O (One), ALT R (Range)

Qty. of each


Roll


Sheet


Sheet Start


Preview

This button allows the user to see a snapshot of the selected bar code type prior to printing labels. Hot Keys: ALT I ALT V

Print

This button allows the user to print the selected barcode labels. Hot Keys: ALT P

Stocking Location This tab allows users to identify the type, range, quantity and format of Inventory stock location labels that they would like to print. Hot Keys: ALT S

Type

This field allows the user to identify which Inventory stock location label should be printed. Selections include: Bin Labels (Part code and description), Bin Labels w/Mfg# (Part code and description and manufacturer’s number), Shelf Label (Stocking Location ID and Aisle, Row and Bin). Hot Keys: ALT S ALT T

Note: Bin Labels w/MFG# labels can ONLY be printed on a Roll printer using a 2.5 x 2.5 label

Store Room

This field allows the user to identify which Store Room the application should look in to find the desired Aisle, Row and Bin for the purpose of printing stocking location bar code labels.

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Aisle

This field allows the user to identify which Aisle the application should look in to find the desired Row and Bin for the purpose of printing stocking location bar code labels.

Row

This field allows the user to identify which Row the application should look in to find the desired Bin for the purpose of printing stocking location bar code labels.

Bin

This field allows the user to identify which Bin the application should look in for the purpose of printing stocking location bar code labels.

Print Range

This field allows the user to identify if only the “Begin” label should be printed (select “One”) or all labels within the “Begin” and “End” range should be printed (select “Range”). Hot Keys: ALT O (One), ALT R (Range)

Qty. of each


Roll


Sheet


Sheet Start


Preview

This button allows the user to see a snapshot of the selected bar code type prior to printing labels. Hot Keys: ALT S ALT V

Print

This button allows the user to print the selected barcode labels. Hot Keys: ALT S ALT P

Form Options This selection allows the user to set clear and save options for open records. Uncheck any options that are not desired for the users facility. Close Data Form On Save will automatically close a record when users click the Save button. Clear Data Form When Creating New Records will automatically clear all data from a new record when users clicks the Save button. Prompt User to Save will cause a warning box to appear regarding the saving of new data each time users attempts to navigate to a different part of the program.

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Note: If the Close Data Form On Save box is checked, then the system will not allow the Clear Data Form When Creating New Records to be unchecked.

Filters This selection allows the user to select how many and which records should be displayed in the main grid. Hot Keys: ALT O F

Numeric Record Filter This selection allows the user to set the number of records that should be displayed in the main grid when the user clicks on a module icon. If desired, set the Number of Records to Select at a different value. If users would like to see all records, set the number high, such as 9999. If users change the Number of Records to Select to “zero”, all records in the module will be displayed, however users selection will not be saved and the Numeric Record Filter will reset to the previously saved setting the next time the application is launched. The default setting for Numeric Record Filter is 10 records. Hot Keys: ALT O F N

Note: If the default selection for Update Sort Entries has been changed for a particular module, then the Numeric Record filter may not work for that module.

Record Search The Character Search Filter allows users to search for records on single and/or multiple fields for any module. The more fields users fill in should limit the number of records retrieved.

Query Builder The selection is a powerful function that allows users to specify a group of records which can be named, saved, and retrieved any time. A user can also define a saved query as their default query (per module). Once a default query has been saved, every time the user clicks on the appropriate module icon, the default query will be run and only the matching records will be displayed in the main grid. Hot Keys: CTRL Q

Layout View This selection allows the user to modify the column sizes and locations within the Main Grid for a selected module.

Use Default Layouts This selection allows the user to switch from the user defined Main Grid layout to the ePAC designed Main Grid layout. After selecting this option, one of the module buttons on the left tool bar must be pressed to refresh the table. When selected, the system will layout the Main Grid view column order for all modules according to the default settings. The column sort order will not be changed through this option.

Use Saved Layouts This selection allows the user to switch from the ePAC designed Main Grid layout to the user designed Main Grid layout. After selecting this option, one of the module buttons on the left tool bar must be pressed to refresh the table. When selected, the system will layout the Main Grid view column order for all modules according to users saved settings. Layouts can be saved using the Save Layout button on the top tool bar. The column sort order will not be changed through this

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option.

Sort Order This selection allows the user to determine the sort order for records that will be displayed in the Main Grid form and drop down tables.

Change Password This selection allows the user to change their ePAC login password.

Login As A New User This selection allows a new user to log into ePAC without having to close and re-launch the application.

Tools This selection allows users to access all of the module utilities from one location. Hot Keys: ALT T

Work Order This selection allows users to access the utilities within the Work Order module. Hot Keys: ALT T W

Batch Print WO’s This selection allows users to mass print Work Orders that have been generated via the Release WO’s utility. Hot Keys: ALT T W B

Print Numbered WO’s This selection allows users to generate and print Work Orders that have a work order number assigned, but does not have any other field populated. The first Work Order to be created will be assigned the next work order number found in System Administration, Numbering tab. Hot Keys: ALT T W P

Print Selected Work Orders This selection allows a user to print a select group of work orders by filling in filter criteria. Hot Keys: ALT T W R

Release WO’s This selection allows users to generate Calendar and Meter PM plans into Work Orders. Hot Keys: ALT T W W

Short Form The Work Order short form is designed to enter information about small repairs performed by operators. These repairs are normally recorded on a form and entered at the end of the shift or workday. After the information is completed and saved, the system assigns a work order number for each line item. Hot Keys: ALT T W S

WO Number

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This field displays the current Work Order number. This field will populate after selecting a Work Order from the Display WO grid.

Area

This field allows the user to identify the area the Asset resides for the Work Order that will be created. Select the Area from the drop down table.

Asset

This field allows the user to identify Asset for the Work Order that will be created. Select the Asset from the drop down table.

Job Priority

This field allows the user to identify the criticality of this work order. This field should only be used if a RIME value has not been assigned to the selected Job Type for this Work Order.

Component

This field allows the user to identify a component that is assigned to the selected Asset record, if applicable.

Problem Date

This field allows the user to identify the date that the problem occurred.

Shift

This field allows the user to identify the shift in which the problem occurred.

Status

The status of the Work Order is defined by selecting the appropriate code from the list. These codes are defined in System Administration. Status code 0 is an “In Plan” work order. Status code 1 is a “New Record”. Status code 9 is a “Finished” work order.

Job Type

This field is used to define the Work Order type and RIME priority. Select the appropriate code from the pull down list. It is recommended that Job Type = 0 is labeled as a PM, since the Calendar and Meter PM Modules will automatically generate Work Orders with 0 as the Job Type. System Administration contains the definitions for these codes.

Technician

This field is used to identify the Technician who is assigned to this Work Order.

Downtime Start

This field allows the user to identify the downtime start time. Use the military time hhmm format.

Downtime Stop

This field allows the user to identify the downtime stop time. Use the military time hhmm format

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Downtime

The program will automatically calculate the downtime minutes based on downtime start and stop times.

Problem

This field is used to identify a predefined problem code for this Work Order.

Occurrences

Enter the number of times the problem occurred.

Multiply Occurrences

This field allows the user to identify if the downtime should be multiplied by the number populated in the Occurrences field.

Instructions

This field allows the user to identify any instructions that should be passed on to the Technician assigned to this Work Order.

Details

This field allows the Technician that has been assigned to this Work order to provide information on the work that was done for this Work Order.

Display WO

This button allows the user to look up and display Work Orders based on certain search criteria, by populating any of the fields on the Short Form.

Caution: If all fields are left blank, then all Work Orders will be displayed in the grid section when a user clicks on the Display WO button.

Time Reporting This selection allows a user to quickly add labor time to a Work Order, without having to open the desired WO.

WO Number

This field allows the user to identify which Work Order that they would like to add labor time to. Users would either type in the Work Order number or select the number from the drop down table.

Area

This system populated field displays the Area that has been assigned to the selected Work Order.

Asset

This system populated field displays the Asset that has been assigned to the selected Work Order.

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Technician

This field allows the user to select which technician labor time is being added for the selected Work Order.

Rate

This field allows the user to select a previously defined rate code for the selected technician. Rate Codes are defined within the Labor Group form.

Task Code

This field allows the user to identify which task the selected technician performed for the Work Order. Only those task codes that have been planned for the selected Work Order will be available in the pick list.

Start Date

This field allows the user to identify the day work has started for this labor entry for the selected Work Order.

End Date

This field allows the user to identify the day work was completed for this labor entry for the selected Work Order.

Total

This field allows the user to enter in the total amount of time spent for this labor entry for the selected Work Order. Time should be entered in “hhmm” format (i.e. 2 hours, 15 minutes would be entered as 0215). If the user populates this field, then the End Time field will automatically be calculated based on the current time + amount entered into Total field. When this field is populated by the user, there is no need to populate either the Start Time or End Time fields.

Start Time

This field allows the user to enter the time the labor for the selected Work Order began. Time should be entered in “hhmm” format (i.e. 2 hours, 15 minutes would be entered as 0215). If the user populates this field and the End Time field then the Total field will automatically be calculated based on the Start Time + End Time. When this field is populated by the user, there is no need to populate Total field.

End Time

This field allows the user to enter the time the labor for the selected Work Order ended. Time should be entered in “hhmm” format (i.e. 2 hours, 15 minutes would be entered as 0215). If the user populates this field and the Start Time field then the Total field will automatically be calculated based on the Start Time + End Time. When this field is populated by the user, there is no need to populate Total field.

Save

This button allows the user to save and record the data entered into the Time Reporting form.

Asset This selection allows users to access the utilities within the Asset module. Hot Keys: ALT T A

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Financial This selection allows the user to display all financial data for a selected Asset.

Area

This field allows the user to select the Area that the Asset resides in.

Asset

This field allows the user to select the Asset that they would like to see the financial data for.

Meter Readings This selection allows the user to update meters that have been previously identified on their Assets. Hot Keys: ALT T A M

Area


Asset

This field allows the user to select the Asset that they would like to see the meter information for.

Meter Name

This field allows the user to select the Meter that they would like to view/update.

Asset Total

This system populated field displays the total increments that have been accumulated for the selected Asset.

Meter Total

This system populated field displays the total increments that have been accumulated for the selected Meter.

New Reading

This field allows the user to identify the current meter reading for the selected meter.

Date

This field allows the user to identify the date that the meter reading was recorded. This field will default to the current system date and may not be set to a date in the future.

Old Reading

This system populated field displays the last meter reading that was taken for the selected Asset/Meter combination.

Save

This button allows the user to save the information that the user has filled in on the Meter Readings form.

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Restart

This button allows the user to set the Asset total and meter total for the selected Asset/Meter combination to zero.

Note: Caution should be used when selecting this option, as Meter PM records may be affected by restarting the meter totals.

Close

This button allows the user to exit out of the Meter Readings form.

Move Asset This selection allows a user to move an Asset from one Area to a different Area.

Note: An Asset record can not be moved if it has any children assigned to it. Any hierarchical relationships must be deleted prior to attempting to move the Asset

Hot Keys: ALT T A A

Move From Area

This field allows the user to identify where the Asset that they would like to move currently resides.

Asset

This field allows the user to identify the Asset that they would like to move,

Move To Area

This field allows the user to select the Area that they would like to move the Asset to.

Delete existing Calendar PM, Meter PM Records

The user should select this radio button if they would like all Calendar PM and Meter PM schedules for this Asset record to be deleted when the move function has been completed.

Update existing Calendar PM, Meter PM Records

The user should select this radio button if they would like all Calendar PM and Meter PM schedules for this Asset record to be updated to reflect the new Asset Area when the move function has been completed.

Move

This button allows the user to execute the Move Asset function. All yellow fields on the form must be populated prior to clicking on this button.

Note: It is not possible to reverse this function once it has been completed, so care should be taken prior to executing.

Cancel

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This button allows the user to cancel the Move function. Clicking on this button will close the Move Asset form.

RCM Relationships This selection allows users to build RCM (Reliability Centered Maintenance) relationships that will be used to track problems on work orders, their causes and what action was taken to resolve the problem. When utilized properly, RCM Relationships can help users to identify why Assets breakdown and what steps can be taken to prevent the breakdowns in the future. RCM Relationships can also be used as a troubleshooting guide for maintenance technicians. Hot Keys: ALT T A R

Note: Prior to building RCM Relationships, users must first create RCM Groups, Problem, Cause and Action codes. See PopUp section for more information

Problems

This button allows the user to display all previously created Problem codes and descriptions in the Problems/Cause/Actions text box.

Cause

This button allows the user to display all previously created Cause codes and descriptions in the Problems/Cause/Action text box.

Actions

This button allows the user to display all previously created Actions codes and descriptions in the Problems/Cause/Action text box.

Save

This button allows users to save RCM relationships that the user builds. Hot Keys: CTRL S

Close

This button allows the user to close the RCM Group Edit form. Hot Keys: CTRL C

RCM Groups

This text box displays all previously created RCM Groups for the purpose of creating RCM Relationships.

Problems/Cause/Action

This text box displays all previously created Problems/Cause/Action codes and descriptions (based on which button has been selected in the RCM Groups Edit form header) for the purpose of creating RCM Relationships.

Calendar PM This selection allows users to access the utilities within the Calendar PM module. Hot Keys: ALT T C

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Release WO’s This selection allows users to generate Calendar and Meter PM plans into Work Orders. Hot Keys: ALT T C W

Meter PM’s This selection allows users to access the utilities within the Meter PM module. Hot Keys: ALT T M

Meter Readings This selection allows the user to update meters that have been previously identified on their Assets. Hot Keys: ALT T M M

Area


Asset


Meter Name

This field allows the user to select the Meter that they would like to view/update.

Asset Total

This system populated field displays the total increments that have been accumulated for the selected Asset.

Meter Total

This system populated field displays the total increments that have been accumulated for the selected Meter.

New Reading

This field allows the user to identify the current meter reading for the selected meter.

Date

This field allows the user to identify the date that the meter reading was recorded. This field will default to the current system date and may not be set to a date in the future.

Old Reading

This system populated field displays the last meter reading that was taken for the selected Asset/Meter combination.

Save

This button allows the user to save the information that the user has filled in on the Meter Readings form.

Restart

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This button allows the user to set the Asset total and meter total for the selected Asset/Meter combination to zero.

Note: Caution should be used when selecting this option, as Meter PM records may be affected by restarting the meter totals.

Close

This button allows the user to exit out of the Meter Readings form.

Release WO’s This selection allows users to generate Calendar and Meter PM plans into Work Orders. Hot Keys: ALT T M W

Inventory This selection allows the user to access the utilities within the Inventory module. Hot Keys: ALT T I

Cycle Count This selection allows users to increment or decrement inventory levels based on physical counts. Hot Keys: ALT T I C

Issue Parts This selection allows users to distribute parts to an Account Code, Asset, Charge Department, Person and/or a Work Order. Hot Keys: ALT T II

Receive With PO This utility allows users to receive line items from previously created Purchase Orders into stock. Hot Keys: ALT T I W

Receive Without PO This selection allows a user to take delivery of parts that have not been ordered on a purchase order. Hot Keys: ALT T I O

Transaction Reverse This selection allows the user to undo a receive (with or without a purchase order) or issue part transaction. Hot Keys: ALT T I R

Issue Parts

This selection allows the user to undo an issue part transaction. Parts may have been issued to an Account Code, Asset, Charge Department, Person and/or a Work Order. Hot Keys: ALT T I R I

Receive With a PO

This selection allows a user to reverse a receipt of parts from a Purchase Order. Hot Keys: ALT T I R W

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Receive Without a PO

This selection allows a user to reverse a receipt of parts that were not received on a Purchase Order. Hot Keys: ALT T I R

Inventory Search This selection allows the user to browse their Inventory records in order to locate a specific part(s). Hot Keys: ALT T I M

Transfer Part This selection allows the user to move quantities of inventory from one facility to a different facility. Hot Keys: ALT T I P

Generate Min/Max Reqs. This utility allows the user to automatically create purchase requisitions for any inventory item that the on hand quantity is equal to or below the Min Level value and whose part type is set to Primary. Hot Keys: ALT T I G

Note: See Inventory Module for more information on setting Part Types and Min/Max Levels.

Min/Max Calculations This utility is used to calculate the optimum minimum and maximum stock levels. The system will calculate the past usage from the history file. It will then take into account the usage per day, lead-time, turns per year, and mean absolute deviation to calculate the optimum levels. The minimum and maximum levels will only change if the difference between the old levels and the new levels are more than the difference, in percent, as specified in System Administration. Please see Min-Max Percent in System Administration for more information. Hot Keys: ALT T I M

Note: The Min/Max Calculation utility calculates the optimum levels for ALL Inventory records when it is run. Depending on the size of your Inventory , your network traffic, and hardware specifications, this utility may take several minutes to finish processing.

ABC Cycle Counting This utility is used to classify all part master records according to their usage, in dollars. The system will calculate the annual dollar usage for each part with the highest dollar usage being first. Each part master record is then assigned a class code of 'A', 'B' or 'C'. The meaning of each class is as follows: 'A' items may represent approximately 20% of the parts and 80% of the dollar value of the entire inventory. 'B' items may represent another 20% of the parts and approximately 15-20% of the dollar value of the total inventory. 'C' items will include the bulk of the parts but will represent a relatively small percentage of total inventory value.

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These classifications will be helpful in analyzing the high usage or high cost parts. Hot Keys: ALT T I C

Note: The ABC Cycle Counting utility calculates the optimum classification for ALL Inventory records when it is run. Depending on the size of your Inventory , your network traffic, and hardware specifications, this utility may take several minutes to finish processing

Inventory Search This selection allows the user to browse their Inventory records in order to locate a specific part(s). Hot Keys: ALT T I S.

Requisitions This selection allows users to access the utilities within the Requisition module. Hot Keys: ALT T R

Convert Req’s to PO’s This utility allows the user to convert approved purchase Requisitions into Purchase Orders. One Purchase Order per supplier will be created, but the line items can come from several Requisitions. If users are using approval, the Requisition will have to be approved before a Purchase Order can be created. Hot Keys: ALT T R C

Edit Requisition This utility allows users to edit and approve Purchase Requisitions that require approval. Please see Require Req Approval in System Administration for more information. Hot keys: ALT T R E

Note: Only Requisitions that have not been converted into Purchase Orders can be edited. If the user needs to make a change, then either open the associated Purchase Order or create a new Requisition.

Purchase Order

This selection allows users to access utilities within the Purchase Order module. Hot Keys: ALT T P C

Convert Req’s to PO’s This utility allows the user to convert approved purchase Requisitions into Purchase Orders. One Purchase Order per supplier will be created, but the line items can come from several Requisitions. If users are using approval, the Requisition will have to be approved before a Purchase Order can be created. Hot Keys: ALT T P C

Receive With PO This utility allows users to receive line items from previously created Purchase Orders into stock. Hot Keys: ALT T P W

PopUp This selection allows the user to access all of the Pop Up tables found within ePAC for the purpose

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of adding, editing or deleting. Alternatively, users can single click on any red caption in the application to perform the same tasks. Hot Keys: ALT P

Account Code This selection allows a user to build Account codes that can later be assigned to Calendar PM, Inventory, Meter PM and Work Order records. Hot Keys: ALT P A

Asset Priority This selection allows the user to create priority codes that can be assigned to an Asset record. Asset Priority utilizes the RIME method for prioritizing Asset criticality. RIME (Ranking Index for Maintenance Expenditures) is a function that assigns a value based on the Asset Priority code and the Job Type code used for a Work Order. This number can then be used to prioritize Work Order activity. Hot Keys: ALT P E

Contractors This selection allows users to identify any contractors that they do business with. Contractors that have been identified within ePAC can later be assigned to Work Orders. Hot Keys: ALT P C

Facility This selection allows a user to identify multiple facilities. If multi-facility functionality is active for your organization, then you can assign Assets, Inventory items, Technicians and Work Orders to different facilities when the record is created. Hot Keys: ALT P F For more information on activating multi-facility functionality, contact EAPC Software Technologies, Inc. at (888) 336-EPAC (3722).

Job Type This selection allows the user to create job type codes that can be assigned to a Work Order record. Job Type utilizes the RIME method for prioritizing Work Order criticality. RIME (Ranking Index for Maintenance Expenditures) is a function that assigns a value based on the Asset Priority code and the Job Type code used for a Work Order. This number can then be used to prioritize Work Order activity. Hot Keys: ALT P J

Labor Groups This selection allows users to create labor groups and identify labor rates for each group (each labor group can have an unlimited number of rates). Technicians can then be assigned to labor groups and be billed out at an associated rate for their labor group. Hot Keys: ALT P L

Location This selection allows the user to identify locations along with their addresses. These locations can then be added to Asset records and/or Requestors. Hot Keys: ALT P I

Measure Conversion This selection allows the user to identify order quantities and stock quantities for inventory records. Frequently, a part will be ordered in case quantity and taken out of stock as an individual piece. Measure Conversion is where these relationships are built. Hot Keys: ALT P M

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Projects This selection identifies projects, phases and categories for the project. The user can also identify a start date, end date and budget amount for each project. Projects can then be assigned to Work Orders. Hot Keys: ALT P P

Requestors This selection allows users to identify key contact information for individuals who may request that work be done. Requestors can then be assigned to Work Orders. Hot Keys: ALT P R

Skip Dates This selection allows users to create a series of date ranges that can be assigned to Calendar PM records in order to suppress the release of PM work orders during the assigned range. An example of a way to use the Skip Dates functionality would be when the user has a weekly inspection of an asset and has a seasonal shutdown that the user does not want to generate PM work orders during that time.

Note: While the Skip Dates selection utilizes date pickers, the format for Skip Dates is MM/DD. The year selection will be ignored and will not affect the Skip Date ranges.

Hot Keys: ALT P S

Suppliers This selection allows users to identify any Suppliers that they do business with. Suppliers that have been identified within ePAC can later be assigned to Inventory records. Hot Keys: ALT P U

Task Instructions This selection allows users to create directions on how to perform tasks that can then be assigned to work orders. Hot Keys: ALT P T

Other Tables This selection allows users to access any popup table for record editing (add, edit, delete) purposes except for the following tables: Account Code, Asset Priority, Contractor, Facility, Job Type, Labor Group, Location, Measure Conversion, Projects, Requestor, Skip Dates, Suppliers, Task Instructions. For more information on editing these tables, please see the associated instructions for the desired popup table. When the user opens the Other Tables form, the default table for editing will be Account Codes. To edit a different popup table, click on the Tables drop down selector and select the desired table from the list. Hot Keys: ALT P O

Note: If the user renames any of the popup table captions (see also: System Field Names Tab in System Administration for more information on renaming field captions), then the table names in the Tables drop down selector will match the renamed caption name and not necessarily match the table names defined below.

Account Type

This selection allows users to users to identify account types that can then be assigned to Account Codes for grouping purposes. See also: Account Code for more information on creating Account Code records.

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Action

This selection allows the user to identify work performed action codes that can be assigned to work orders. Problem, Cause and Action records are used in conjunction with RCM Groups. See RCM Relationships for more information on utilizing Problem, Cause and Action codes.

Area

This selection allows the user to identify different areas/locations. The area’s will then be assigned to an asset record, forming a two field unique identifier for each asset record.

Asset Class

This selection allows the user to build classification records that can then be assigned to asset records.

Asset Zone

This selection allows the user to build zone records that can then be assigned to asset records.

Charge Dept.

This selection allows a user to build Charge Department codes that can later be assigned to Calendar PM, Inventory, Meter PM and Work Order records.

Class Code

This selection allows users to build classifications that can be assigned to inventory records for grouping purposes.

Commodity Code

This selection allows users to identify purchasing commodity codes. Commodity Codes can then be assigned to Inventory records.

Contractor Types

This selection allows the user to build contractor classification records. Contractor Types can then be added to Contractor records for grouping purposes.

Defect 2 Code

This selection allows the user to create defect code records. Defect Codes can be assigned to Work Orders to monitor and track trends in a manufacturing environment.

Defect 3 Code


Defect 4 Code


FOB

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This selection allows the user to identify the point of ownership transfer for a supplier.

Job Priority

This selection allows the user to identify the criticality of this work order. This field should only be used if a RIME value has not been assigned to the selected Job Type for this Work Order.

Record Type

This selection allows users to build classifications that can be assigned to asset records for grouping purposes.

Manufacturer Code

This selection allows the user to identify manufacturers. Manufacturer Codes can be assigned to asset and inventory records.

Part Priority

This selection allows the user to identify part priority codes. This field is used for reference purposes only.

Problem

This selection allows the user to identify failure problems that can be assigned to work orders. Problem, Cause and Action records are used in conjunction with RCM Groups. See RCM Relationships for more information on utilizing Problem, Cause and Action codes.

Project Category

This selection allows the user to build project category codes. Project Category codes can be assigned to Projects for grouping purposes.

Project Phase

This selection allows the user to build Project Phase codes. Project Phase codes can be assigned to Projects for grouping purposes.

Project Type

This selection allows the user to build Project Type codes. Project Type codes can be assigned to Projects for grouping purposes.

RCM Group

This selection allows users to build RCM (Reliability Centered Maintenance) relationships that will be used to track problems on work orders, their causes and what action was taken to resolve the problem. When utilized properly, RCM Relationships can help users to identify why Assets breakdown and what steps can be taken to prevent the breakdowns in the future. RCM Relationships can also be used as a troubleshooting guide for maintenance technicians.

Ship Via

This selection allows user to identify different shipping methods. Ship Via records can be assigned to Suppliers.

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Supplier Type

This selection allows the user to build classifications that can be assigned to Supplier records for grouping purposes.

Technician Training

This selection allows users to build training records that can be assigned to Technician records. Examples of Technician Training records are Hazardous Materials Handling, Forklift Certification, First Aid/CPR.

Technician Type

This selection allows the user to build classifications that can be assigned to Technician records for grouping purposes.

Other Apps This selection allows the user to access any of the installed ePAC applications from within ePAC. Based on your installation and/or security rights, this drop down menu may not display all applications described below. Hot Keys: ALT A

Report Definitions The Report Definitions Module provides a way to define reports that have been created using Crystal Report Writer for Windows. All reports provided with ePAC are defined with this application. These report definitions can be altered using Report Definitions.

Report Definition Tab This selection allows the user to add/edit/delete report files

Report Description

This is a description of the report that will appear in the ePAC System Reports Table View.

File Name

The file name of the Crystal Report. The report must reside in the same folder as the other standard ePAC reports, with the path defined in System Administration if other than the default ePAC directory.

Prompt Caption

This is the text that will appear in the Reports menu.

Print to Screen

Check this box if users wish to preview the report prior to printing.

Orientation

Select the orientation that report (portrait or landscape) will be printed in.

Include in Forms

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Select the module(s) that you want the report to be listed in by clicking in the associated check box. Report listings are displayed in ePAC by clicking on the “Reports” button on the Module Bar, then clicking on the appropriate module.

Prompts Tab This selection allows users to create/edit prompts that will display when a user elects to run a report.

Caption

This field will display a caption for the prompt when the report is run.

Formula Name

This is the Crystal Report formula name that will be updated. When creating a report using Crystal Report Writer, design the report with formula fields that contain one variable. For example, to create a report that restricts records to equipment records from only one area, create a formula that is called ‘Area’. Modify the record selection formula that accesses the ‘Area’ formula to restrict records.

Note: For examples, please review the standard reports provided with ePAC.

Type

Select the type of formula from the drop down list. A “Date” type should be used for any prompt that uses standard date formats (MM/DD/YYYY), “Numeric” type should be used for any prompt that can only be a number, “Alpha/Numeric” type should be used for all other prompts.

Mask

Enter the mask for this formula. A mask provides a way to restrict data enter by users to fit a specific pattern. The possible mask characters are listed below:

Character Description % Date

# Numeric

> Alpha-Numeric

Description

Enter a description for this prompt. The data in this field is not used within ePAC.

Note: ePAC does not provide support for Crystal Reports. For any support or questions concerning the design or creation of new reports using Crystal Reports, please refer to your Crystal Reports manual or contact Crystal Decisions technical support department.

Required

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Click in this field if you want to require that the prompt be populated prior to running the report.

Note: A date prompt will always be a required prompt if identified within Report Definitions, regardless of the status of the Required field.

Table Name

The report will refer to this database table for the pull down list in the report prompt. Use the down arrow to access the available tables.

Field 1 Name This field will populate the first column of the report prompt pull down list.

Field 2 Name This field will populate the second column of the report prompt pull down list.

Sort Field This field will regulate the sort pattern of the pull down list.

Security Security allow users to define groups and users who are authorized to have access to the ePAC system and the level of that security. If users wish to use security, they must enable security in System Administration and create users who are authorized to access ePAC with the Security modules. The Security module also allows users to create groups and users and assign users to groups. Using groups in security will allow users to set the rights at the group level and assign users to that group. The Security module also allows users to define the level of security allowing users to specify what modules, editing rights, and menu option access each group/user has. When Security is open, the system will prompt for the Administrator password if an administrator password has been set. Enter the Administrative Password in the password box and click OK. If security is enabled, all users will be prompted for their login ID and password before they can access any modules within ePAC Security Module.

Administrative Password The Administrative and Backup Administrative passwords are encrypted and saved in the ePAC.dat file. Be careful not to lose this password, as it will take some effort to recover. If the password is lost, email the ePAC.dat file to EPAC technical support for decoding.

Security Rights

All (checkbox)

Click this box to save time. Upon clicking and exiting, all other applicable boxes in that row will populate with a check mark.

Add (checkbox)

Allows users to add records.

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Edit (checkbox)

Allows users to edit existing records but they cannot create new records.

View (checkbox)

Allows view only access. If this option is not checked, users will be unable to access the module.

Delete (checkbox)

Allows users to delete existing records.

Menu Options This screen will list the menu options that apply to the module that is selected on the Module tab.

Note: Under the Asset Module and Work Order Module Menu/Options Tab, there is a checkbox to Require Charge Department for saving the record. If this is not desirable for usersr facility, then leave this box unchecked.

Popup Tables This screen defines security for Popup tables. All of these files are accessed as pop up fields from within other modules. This area assigns security for the various support files. Place the mouse in the appropriate Add, Edit, View, or delete box and Click once. The following describes each option:

All (checkbox)

Click this box to save time. Upon clicking and exiting, all other applicable boxes in that row will populate with a check mark.

Add (checkbox)

Allows users to add records.

Edit (checkbox)

Allows users to edit existing records but they cannot create new records.

View (checkbox)

Allows view only access. If this option is not checked, users will be unable to access the module.

Delete (checkbox)

Allows users to delete existing records.

Note: After the rights have been assigned to users, click the Save button found on the Security Details Module screen.

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Service Request

Area


Asset


Location

This selection allows the user to identify locations along with their addresses. These locations can then be added to Asset records. This field will automatically populate if a location has been assigned to the selected Asset record.

Description of Problem

This memo field allows the user to identify the problem that they are reporting.

Requestor ID

This selection allows users to identify key contact information for individuals who may request that work be done. If a requestor record has previously been built, then the associated contact information will populate this form.

Account Code

This selection allows a user to assign an account code to the Service Request in order to identify which code all charges against this request will be billed to.

Charge Dept.

This selection allows a user to assign an charge department to the Service Request in order to identify which department all charges against this request will be billed to.

ePAC Modules

Main Record View

Index Tabs The index tab allows access to different screens within a module. Click on the desired index tab, to navigate through the module screens.

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Date Required Switch (Checkbox) Many of the date fields in ePAC will default to the current date (based on the computer’s current settings). They may also have a checkbox within the field. If the box is checked, the field will be active and read by ePAC. Otherwise, ePAC will not recognize the field. To activate the Date Required Switch, either left-click the box with the mouse pointer, or select the down arrow. The second option will also launch the date picker for date selection. In the example below, Status Date, In Service Date, and Create Date are checked and therefore recognized by ePAC. The Warranty Date field is not currently recognized in the example below. All users should ensure that their computer clock and calendar are set to the current date and time. Do this by clicking on the clock in the lower right corner of main Window. A smaller window will open displaying a calendar and clock. Update the settings as needed, click Apply, and OK.

Date Picker Many of the date fields within ePAC can be edited by first selecting the down arrow then navigating through a calendar view to the desired date. To quickly pick today’s date, simply left-click the red circle for “Today”. Otherwise, scroll through the months using the left/right arrows at the top corners of the calendar. Click on the desired date. The calendar will close and automatically populate the field. ePAC will not recognize the date field if the Date Required Switch (checkbox) in the date field is not checked. Choosing the down arrow will automatically check the box.

Required Fields The fields shaded in yellow are required for that record to be saved (when first created).

Pop Up Tables Pop up fields allows users to jump to other areas of the program without closing the current window. Red caption letters identify these fields. Area, Asset, Task Code, and Problem are examples of Pop Up Tables. To access the information in these fields, place the mouse pointer over the red text and click. If users needs to edit an existing record, double click on the record and it will be displayed allowing users to edit. If users wants to create a new record, click on the new button on the tool bar at the top. Fill in the appropriate information and click on the save button located on the top tool bar. Users also has the ability to edit and/or create records for any pop up field from any module. From the top tool bar select Table View and Updates. Select the pull down menu from tables and select a table.

Layout View The Layout view allows users to define which order the columns will be displayed in the table view. In any module, bring up the table view by clicking on the module from the side tool bar. Click on a column users would like to change and select the field from the pull down that users want displayed in that column. When users have the table Layout setup the way users want, select Save Layout from Options/Layout View from the menu bar at the top. Users also has the ability to change between the default and saved Layouts.

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Coding Schemes In order to receive the maximum benefit from any CMMS package, users must first give careful consideration to all coding schemes. All subsequent reporting functions will rely on the successful implementation of these codes. Many companies make the mistake of setting up coding schemes that provide too little detail while others use schemes that provide too much detail. Therefore, it will be hard for the technicians to select the proper codes to use on Work Orders. This will lead to the inability to generate reports that provide any meaningful data. When developing coding schemes, it should be noted that special characters (`~ ! @ # $ % ^ & * ( ) = + \ | , / < > ? ; ’ : ” [ ] { } ) may NOT be used as part of the code. It would be good practice to not use any special characters in any field within ePAC (except the memo fields). As every company has different needs when utilizing a CMMS package, EPAC offers on-site assistance to assure the successful implementation of the CMMS system. For more information and a price quotation, please call EPAC Software Technologies, Inc. at (888) 336-3722.

Asset Module

Overview The Asset module is the foundation of this system. It holds definition of the assets used in ePAC. Asset specific information is entered and updated in the six pages for each record including, general asset information, asset notes, meter definitions, Components, lockout information, and asset images and docs. Pressing the Asset Module Button on the left side tool bar of ePAC accesses the Asset Module.

Main The Main tab of the Asset module allows users to define the basic information for each piece of equipment. The Area, Asset, Record Type (only if a Record Type has been created) and Status are required fields. Four fields on the Main tab of the Asset module are used throughout ePAC and, therefore, have guidelines associated with their usage. The four fields are Area, Asset, Status, and Charge Department. Outlined below, are guidelines for these fields.

Area This is a pop up field. Users defines the list of codes that represent a section of the building, or type of Asset, or fleet category, or client type, or any other main category as desired by users. This field caption can be changed through System Administration. After an Asset record is saved, users may not edit this field.

Asset This field is an identification code for a piece of equipment, vehicle number, room number, customer number, or any other sub-category as desired by users. This field caption can be changed through System Administration. After an Asset record is saved, users may not edit this field.

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Description This is a brief description of the asset.

Record Type This field allows users to group similar assets together by category for the purpose of defining the custom fields on the details tab. Examples are: pump, room, vehicle, press, filter, tank, etc.

Parent This field allows users to relate the asset to a Parent level association. A parent must reside in the same area as the child. Each Asset may have only one parent.

Parts List ID This is a user defined field that allows the creation of an ID code to associate related parts to an asset. This dropdown will list all Part List ID’s that have been created. This allows users to select an existing Part List ID for utilization when identical assets are in use in a facility.

Status A system defined choice list is available from the pull down menu. These choices include, Active, Idle In Plant, Idle Storage, Moved, Renamed, Scrapped, and Sold. Any status other than Active will set all system generated PMs to idle for this Asset.

Status Date The Status Date will update when the status of an asset record is changed. ePAC automatically changes this date when the status is changed by users.

Location Use this field to identify a building number, plant number, or general position for the asset.

Equipment Number This is an open field. Any type of information can be stored here.

Asset Number This field can record equipment accounting asset numbers for each asset.

Priority This alphanumeric field defines the priority (importance) for the equipment. Normally, a numerical code of 1 represents the highest priority. Up through 9, representing the lowest priority equipment.

Note: The Priority field should only be used if RIME Priority is not used.

Charge Department This is a pop up field and users defines the values. This field caption can be changed through System Administration. This list represents the billing department for asset charges, or any list as deemed necessary by users. Users may assign a budget amount with start and end dates for each Charge Dept. This is for reference only and may be used in a Crystal report.

In Service Date The date the equipment went into service.

Manufacturer This is the manufacturer of the equipment.

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Model Number This is a user-defined field and may be used for any purpose. The default is the model number of the equipment.

Drawing Number This is a user-defined field and may be used for any purpose. The default is the master drawing number for the Asset.

Zone This is a user-defined field and may be used for any purpose. Two examples are a field that can be used to provide a zone location for the asset in large manufacturing facilities where zones are utilized or the fire alarm zone for which an asset resides.

Serial Number This is a user-defined field and may be used for any purpose. The default is the serial number for the asset.

Class This is a user-defined field and may be used for any purpose. Use the default as a field to provide a machine classification code or number.

Warranty Date This field is the date on which the warranty will expire.

Warranty Cycle End This field display the meter reading that the warranty will expire when reached. The Warranty Cycle End field is based on the Meter 1 field of the associated Asset record.

Under Warranty This selection allows users to identify that an Asset record is under warranty, the dates of the warranty period, the meter cycle of the warranty period (based on Meter 1 of the associated Asset record) and the contractor who is assigned to perform the warranty service. If an Asset is under warranty and a demand Work Order is created for the Asset, the user will be prompted that the Asset is under warranty and would the user like to continue with the Work Order creation process and would the user like to assign the warranty contractor.

Create Date The Create Date will update when a new equipment record is saved for the first time. ePAC will do this automatically. The create date is also used as a baseline for depreciation.

Asset RIME This is a user defined field that establishes a Ranking Index for assets utilizing a criticality code for the asset multiplied by the Job Type RIME value that can be used as a tool to prioritize backlog work orders.

Note: The Asset RIME field should only be used if the Priority field is not used. . See also: Asset Priority in PopUp section for more information on creating Asset RIME records.

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RCM Group This selection allows users to build RCM (Reliability Centered Maintenance) relationships that will be used to track problems on work orders, their causes and what action was taken to resolve the problem. When utilized properly, RCM Relationships can help users to identify why Assets breakdown and what steps can be taken to prevent the breakdowns in the future. RCM Relationships can also be used as a troubleshooting guide for maintenance technicians.

Details This tab of the Asset module allows users to enter important notes about an Asset and identify up to 18 custom field entries. The custom field captions and drop down tables will change based on the Record Type assigned to the Asset. The Notes field is a free flowing text field allowing standard input of textual information. The custom field types are as follows: Custom 1 thru 6 – Pop up tables Custom 7 thru 10 – Text Fields Custom 11 and 12 – Numeric Fields Custom 13 thru 16 – Date Fields Custom 17 and 18 – Logical Fields

Note: See Asset Record Type in System Administration for more information on Record Type Custom Fields.

Meters This tab allows users to define any meters related to an asset, which in turn can define milestones of equipment usage. Each asset may have two meters. These can be running meters, or incremental meters. The meter information entered on this tab will be used in planning metered PM schedules.

Meter Name Users defines Meter names. However, the meter names must be unique. Duplicate names are not allowed for the same asset.

Current Reading This is the last recorded meter reading. ePAC automatically populates this field with the last meter reading entry.

Running vs. Incremental Meter ePAC can track two types of meters, a running meter, or incremental meter. Both meter types can count any type of substance. For example, a running meter may count total hours, miles, kilometers, gallons, pieces produced, pounds or total finished product. This meter resets only when the device is replaced. Examples of a incremental meter: The meter may count strokes on a die, injections into a mold, or tons of material processed per shift. This meter is set back to zero at user’s discretion. The reset meter is usually reset after taking each reading.

Asset Total This is the calculated sum of all recorded values (readings) for the defined meter. In other words, this is the total hours, miles, strokes, cycles, etc. for the asset since it was first started (In Service Date).

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Hierarchy This tab allows users to define an existing Asset record as a child of the current record and an unlimited number of components for each piece of equipment. Sub-assemblies or systems for a large piece of equipment are good candidates for components. This allows an added layer of detail for cost reports.

Child This field is used to select the related asset component if applicable.

Hierarchy This button allows the user to view the Asset tree that was developed through the Parent/Child relationship.

Component This field is the Component identification name or number. A child must reside in the same area as the parent. An asset may have an unlimited number of children.

Description This field is a brief description of the component.

Notes Use this field to document important notes about the component. This is a free flowing text field allowing standard input of textual information.

Lockout This tab of the Asset module allows users to define or enter the lockout / tag out information for an asset. This is a free flowing text field allowing standard input of textual information. This information will print on the default Work Order.

Financial This tab brings up a display that shows category costs related to the asset listing MTD, YTD, and LTD totals. Asset depreciation is also displayed here. A Hierarchy button brings up an Asset Financials tab that shows costs in tree view of parent/child.

Parts This tab allows users to list spare parts associated with an asset record as designated by the Part List ID. Users can also define a spare parts list at the child/Component. Users can add parts that are listed in Inventory and parts that are not.

Custom Fields This tab allows users to define 16 “custom” field names for an asset. An example would be to enter name plate data here that is not captured on the Main tab.

WO’s This tab allows the user to view all open or closed Work Orders against the selected Asset record. All open WO’s for this asset will display in the Open WO’s grid by default. The Closed WO’s grid will, by default, not be populated until the user selects filter criteria.

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Attachments This tab allows users to attach reference images and documents to the asset record. Select an image file by clicking the Add button and using the File Selector to locate and select the desired file. After the file has been selected, enter a description for this file in the Description field. View these images by pressing the View button.

Calendar PM

Overview The Calendar PM planning module is home to PM plans that automatically generate Work Orders based on a calendar. PM plans are setup using manual dates or on a regular schedule by a specified number of days, weeks, or months. Moreover, users can set up a PM on a regular interval with preset skip dates to disable the PM during a specified time or season. Pressing the Calendar PM Module button on the left side tool bar of ePAC accesses the Calendar PM module.

Main Tab The Main screen of the Calendar PM Module allows users to define the basic information for each piece of equipment. The Area, Asset, Task Code, Schedule Type, Interval Type, Time Interval and Job Type are required fields. Several types of Calendar PM plans are available; automatic, manual, or single time PM plans. The general descriptions and usage’s for each field are as follows:

Area Users define the list of codes that represent a section of the building, or type of Asset, or fleet category, or client type, or any other main category as desired by users. This field caption can be changed through System Administration. After an Asset record is saved, users may not edit this field.


Component This is used to provide a Component identification name or number for the equipment for which the Calendar PM is being made.

PM Group

Schedule Number This is a sequential number ePAC will use to track this PM. It is automatically generated when the PM is saved.

Task Code Task codes are instructions for PM inspections, repetitive maintenance tasks, etc.

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Schedule Type Use this field to set the schedule type the Calendar PMshould follow. There are four types of schedules: Manual, Fixed, Float, and Single. Find the description for each below.

FIXED The Interval Type, Time Interval and Next Scheduled Date are set by users for this schedule type. After the job is completed, the (interval type multiplied by the time interval) added to the last completed date equals the new Next Scheduled Date. Therefore, the interval between the last completed and the next scheduled dates is always a ‘Fixed’ interval.

Example: a 30 day PM is released 3/1 and the job is completed 3/10. Using the formula above, (days * 30) + 3/10 = 4/9. The new next scheduled date will be 4/9.

The minimum days between occurrences field is not active on this schedule type.

FLOAT Users sets the first start date and PM interval. The system will generate a projected schedule based on the start date and the interval between jobs. After this schedule is set, the system will always maintain these dates regardless of the actual finish date. The effect being, the projected schedule will remain constant, but the actual interval between the PM finish date and the next scheduled release date “floats.” The minimum days between occurrences field is active for float.

Example: A PM is generated for a one-month interval with a next scheduled date set for 3/1 and the “Min. Days” field set for 14. After releasing on 3/1, the job is finished in 14 days on 3/15. The next scheduled release will be the 4/1, because more than 14 days remain before the next scheduled date.

However, if less then 14 days remain until the next scheduled date, the next scheduled release date would be 5/1. In other words, if the PM were finished in 21 days on 3/22 leaving 9 days remaining between the finish date and next scheduled occurrence, the system would skip the 4/1 (next scheduled date).

Note: Users can release a Work Order for a schedule type float with an existing generated Work order opened. This works with Float only.

MANUAL Up to 12 dates are available per Calendar PM (month/day format) in the Manual Schedule box located on the right side of the main screen. Maintaining a set interval between occurrences is not necessary and Minimum Days between occurrences is in effect for this schedule type.

Example: Minimum Days is set to 0. A job is scheduled for the dates of 2/1, 3/1, 4/1, and 8/1. If it is issued on 2/1 and finished on 2/24, the next scheduled release date will be 3/1. Had Minimum Days been set to 20, the Next Schedule Date would have been 4/1/ Manual scheduling is useful for scheduling jobs that need irregular intervals, such as shutdown or seasonal work.

SINGLE These are one-time jobs scheduled through the job records planning window. After the job is completed, the schedule will delete itself. The resulting completed work order will remain in the job record history.

Interval Type The available choices are days, months, single, and weeks. Example: to create a three-month interval PM, select ‘Months’ for the Interval Type and enter a 3 in the Time Interval field.

Time Interval This is the number of intervals for the selected interval type. Example: to create a two-week interval PM, select ‘Weeks’ for the Interval Type and enter a 2 in the Time Interval field.

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Job Type This selection allows the user to identify job type codes. Job Type utilizes the RIME method for prioritizing Work Order criticality. RIME (Ranking Index for Maintenance Expenditures) is a function that assigns a value based on the Asset Priority code and the Job Type code used for a Work Order. This number can then be used to prioritize Work Order activity.

Min Days Use this field to set the minimum number of days in which the PM must be completed before the system skips the next occurrence. Non-critical inspections are good candidates for Min Days. This field applies only to Float’ and ‘Manual’ schedules. Example: A Float 30 day PM has a 15-day Min Days value and is released 3/1. If the job is completed on or by 3/15 the next scheduled date will be 4/1. However, if the PM is completed after 3/15, the system will skip over the 4/1 occurrence and the next scheduled date will be 5/1. Example: A Manual PM has a 15-day Min Days value and is scheduled for the 2/1, 5/1, 7/1, and 11/1. If it is issued on 2/1 and completed on or by 2/15, the next scheduled release date will be 5/1. However, if the PM is completed after 2/15, the system will skip over the 5/1 occurrence and the next scheduled date will be 7/1. The system will skip the next occurrence whenever the Min Days are exceeded.

Initialize Date This is the start date for the plan.

Last Completed This is the date the PM was last completed. This date originates from the Job Finish Date found on the Work Order Work Close tab.

Last Release This is the last generated or release date for the PM.

Next Scheduled This is the next planned date for the PM.

Labor Group Use this field to assign a specific labor group to the PM. This field is optional.

Technician Use this field to assign a specific technician to the PM. This is an optional field.

Note: If users assign a Calendar PM plan to a technician, users may change it later in the Work Order module or in the schedule management module.

Est. # of Techs. This is the estimated number of technicians required to complete this PM. This field is optional.

Est. Job Hours This is the estimated number of hours required to complete this PM. This field is optional.

Shift Use this field to assign a specific shift to a PM. This field is optional.

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Priority Set the priority or assign the importance of the PM with this field. This field is optional and should be used only if the RIME Priority system is not used.

Completion Days Enter the number of days the technician has to complete the PM in this field. The system will use this number to calculate when a PM is late. It will also use this entry to calculate the estimated finish date on the labor plan record. (Next schedule date plus completion days = estimated finish date)

Activate Calendar Plan This box has to be checked to activate the Calendar PM plan. If this box is not checked, the Calendar PM plan will not generate.

Auto-Close This option will only apply to Calendar PM records with a Float schedule type. With this box checked, the Calendar PM record will automatically “close” (status will change to 9) and a Job Finish Date will be assigned as entered on the Release Work Orders “Auto-Close Date” field.

Manual Schedule Create a custom PM schedule using these fields. Shutdowns at irregular intervals or seasonal start up PMs are good candidates for a manual schedule. A plan based on a manual schedule will release Work Orders only on the dates specified. To create a manual plan, set the Schedule Type field to ‘Manual’ and enter the appropriate dates in the manual schedule fields.

Show Planning Button When this button is clicked, the planning form will be displayed. Users can plan labor and material from within this form.

See Also: Planning

Calendar Tab This tab allows a user to view summary information for the current open Calendar PM schedule including issue and completed dates of Work Orders for this schedule. The summary information to the right of the calendar provides statistics about PM completion efficiency.

Miscellaneous Tab This screen allows users to attach images, assign a blanket PO and/or accounting code, and enter an estimated cost for each planned PM.

Contractor This field is used to identify which contractor should perform the work associated with this PM schedule.

Estimated Cost Enter the estimated or quoted cost for the PM in this field.

Account Code Use this field to enter special account codes for tracking cost. Users defines these account codes.

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Skip Dates Tab This screen allows users to define up to six sets of skip dates. Use skip dates to disable a PM plan for a defined period. For example, to disabled a PM for air conditioning systems during the winter, define a skip date range of 11/01 to 3/31.

Note: The format for Skip Dates is mm/dd.

Open WO’s Tab This screen allows users to view all of the open Work Orders generated from this plan. To view, edit, or close an open WO listed on this page, double click on the WO number field and the WO module will open and display the chosen WO.

Attachments This tab allows users to attach reference images and documents to the asset record. Select an image file by clicking the Add button and using the File Selector to locate and select the desired file. After the file has been selected, enter a description for this file in the Description field. View these images by pressing the View button.

Inventory Module

Overview The Inventory module allows users to define stock parts used in ePAC. Important part information is defined and updated from this module including the manufacturer’s part information, ordering and stocking details, purchasing information and image file names.

Main Tab This tab allows users to define basic information for each part. Fields of important interest are:

Part Number This field identifies the part using an internal code. This is an alpha-numeric field.

Part Type This field allows the user to identify each part as one of three types: ‘Primary’ is a part that the system stocks and creates a Purchase Requisition through the GENERATE MIN/MAX REQS utility. ‘Secondary’ is a part that is currently being stocked but the system will not reorder. ‘Reference’ is a part that is not being stocked and if ordered, will be issued out when received.

Print Barcode This button allows the user to print a barcode label for the current part record. See Bar Code in the Menu Bar\Options section for more information on printing bar code labels.

Mfg. Part Number This field is used to identify the primary manufacturers part number.

Description This field is used to give an internal description of the selected part.

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Manufacturers This field is used to identify the manufacturers for the selected part. User’s can identify a primary manufacturer and an unlimited number of other manufacturers. Only the primary manufacturer will display on the Main tab.

Primary Supplier This field is used to identify the suppliers for the selected part. User’s can identify a primary supplier and an unlimited number of other suppliers. Only the primary supplier will display on the Main tab.

Inventory Type This field is used to identify an account type for the selected part. Three types are available: Inventory – identifies that the part will be charged to an Asset account. Expense – identifies that the part will be charged to an expense account upon receipt. Consigned – identifies that the part will be paid for upon issuance. Prior to issuance the part is still owned by the vendor.

Priority This is a priority assigned to this part. The higher the number, the higher the priority. This field is used when running the Min/Max Calculation utility.

See Also: Min/Max Calculations

Class Code This is the classification of the part. Normally, the class code is used to group parts into TYPE categories. For example, a class code of ‘BRG’ could indicate a bearing.

Charge Department This is a pop up field, whose list of possible values is defined by users, and it is used to show the department to which inventory record will be charged. Each charge dept can have a Budget Amount, Start and End dates associated with it. These are reference fields that can be used in a Crystal report.

Commodity This is a commodity code that users may use. Users may wish to contact the internal accounting department for any codes used here. One way to categorize parts with this field is by trade. For example, the commodity may be electrical, mechanical, janitorial, etc.

Order Measure This is the unit of measure in which the part was ordered.

Stock Measure This is the stock unit of measure used for relieving inventory.

Lot Size This field indicates the minimum quantity to be ordered from the supplier in order to receive parts at the order cost indicated for the supplier. For example, if the supplier will offer a case of parts at a specific cost but the order must be for 12 cases to get this price, the lot size would be 12.

Stock Cost This is the cost of the part when it was last received. This cost is updated when receiving parts from a Purchase Order or may be updated manually. ePAC uses the FIFO or average costing method for inventory cost accounting.

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Order Cost This is the last purchased cost of the part the last time it was ordered through the ePAC Purchase Order module. On a newly created part, this field should be filled in using the same cost as the stock cost.

Conversion This is the conversion factor that is used when receiving parts. The relation between order cost and stock cost is defined by conversion.

Min Level This is the desired minimum stock level. By utilizing the GENERATE MIN/MAX REQS calculation, inventory should never fall below this quantity.

Max Level This is the desired maximum stock level. By utilizing the GENERATE MIN/MAX REQS calculation, inventory should never exceed this quantity.

Taxable This field is used to identify if the selected part is taxable. If part is taxable, then the tax rate assigned to the supplier will be applied to this part when the part is ordered.

On Order This is the total quantity on order in the Purchase Order module.

Total Available Total On Hand minus Reserve equals the quantity available for issue.

ABC Class This is the ABC classification for the part which is either ‘A’, ‘B’ or ‘C’. All new parts are automatically classified as ‘B’ until the ABC Cycle Counting function is run from the Tools menu. This menu option is used to classify, in dollars, all part master records according to their usage. The system will calculate the annual dollar usage for each part with the highest dollar usage being first. Each part master record is then assigned a class code of 'A', 'B' or 'C'. The meaning of each class is as follows: 'A' items may represent approximately 20% of the parts and 80% of the dollar value of the entire inventory. 'B' items may represent another 20% of the parts and approximately 15-20% of the dollar value of the total inventory. 'C' items will include the bulk of the parts but will represent a relatively small percentage of total inventory value. These classifications will be helpful in knowing what parts are high usage or high cost items.

Soft Reserve This is the quantity established in Material/Planning from an “active” work order. Until the work order is actually created, the quantity in Planning does not get included in Soft Reserve.

Total On Hand This is the total quantity in inventory for this part.

Create Date This field identifies the day that the inventory record is created within the application.

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Supplier These are the suppliers of the part. Up to three suppliers may be defined with the first being the primary supplier.

Location Tab This allows users to define the Stocking Location for a part. All part storage location information is entered on this screen. The same part can be stored at multiple locations. Important fields of interest are:

Facility ID For a multi facility organization, this field allows selecting which facility the part is stored at.

Store Room This field allows users to create the storage locations within a facility.

Rank Rank is used to classify the storage location in relationship to any other storage locations. (Rank 1 is Primary)

Aisle This field allows users to create the aisle locations within a storeroom

Row This field allows users to create the storage rows within an aisle.

Bin This field allows users to create the bin locations within a row.

Include in Total Available Check this box if users wish this part to be included in the total for the facility. Leaving this box unchecked will prevent the part from showing up in the total on hand.

Notes Tab Enter any notes that apply to this part. This is a free flowing text field.

Purchasing Tab This screen allows users to define basic information for each part. Important fields of interest are:

In Account This field is used when receiving parts into inventory. Whatever is entered in this field is recorded in the Part History table. This field may be used in any custom reports. Please contact users accounting department for information about this field.

Out Account This field is used when relieving parts from inventory. Whatever is entered in this field is recorded in the Part History table. This field may be used in any custom reports that users wish to write. Please contact users accounting department for information about this field.

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Plan Lead Time This is the calculated time it takes to receive the part from the time it was ordered. Lead-time is based on users purchasing history for this part and automatically assigns this number.

Cross 1, Cross 2, Cross 3 These fields indicate other parts that may be substituted.

Costing Rule Select FIFO (First In First Out) or Average. When the FIFO costing rule is used, each part issuance will use the oldest part receipt for costing purposes. The Average cost rule utilizes a “running average” procedure. The formula used is: Avg Cost=((current on hand x current average cost) + (new receipt quantity x new receipt cost))/ new on hand quantity Also, if the on hand quantity goes to zero then the average cost will recalculate to zero.

Received Tab This tab displays, in grid format, all receipts for the selected inventory record. If the part was received via a Purchase Order the user can double click on the desired record in the grid to open the Purchase Order for viewing/editing (back ordered items only).

On Order Tab This tab displays, in grid format, any open Purchase Orders for this part where the back order quantity is greater than zero. If the user wants to view a purchase order, than the user can double click on the desired record in the grid to open the Purchase Order for viewing/editing (back ordered items only).

Used Tab This tab displays, in grid format, where this part has been used. If the part was issued to a Work Order the user can double click on the desired record in the grid to open the Work Order for viewing.

Reserve Tab This tab displays, in grid format, if the selected part has been planned (reserved) for future use and what Work Order it has been planned to be issued to.

Custom Fields Tab This tab of the Inventory module allows users track up to sixteen user defined inventory conditions or information fields. Users can define the names of the sixteen fields, and may use this data in custom reports. Field names may be customized in System Administration\Inventory.

Attachments Tab This tab allows users to attach reference images and documents to the inventory record. Select an image file by clicking the Add button and using the File Selector to locate and select the desired file. After the file has been selected, enter a description for this file in the Description field. View these images by pressing the View button.

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Meter PM

Overview The Meter PM module allows users to define and set up PM plans that will automatically generate Work Orders based on Asset Meters. PM plans are set up using meter intervals and time intervals. The time interval is used to release the PM Work Order if the meter interval is not reached within the meter interval period. Moreover, users can set up a multilevel PM plan based on multiples of the meter interval. Pressing the Meter PM Module Button on the left tool bar of ePAC accesses the Meter PM module.

Main Tab The Main screen of the Meter PM Module allows users to define the basic information for each piece of equipment. The Area, Equipment, Meter Name, and Meter Interval are required fields.

Area Users define the list of codes that represent a section of the building, or type of Asset, or fleet category, or client type, or any other main category as desired by users. This field caption can be changed through System Administration. After an Asset record is saved, users may not edit this field.



Schedule Number This is a sequential number ePAC will use to track this PM. It is automatically generated when the PM is saved.

Meter Name The designated meter will trigger this PM plan. The definition for this meter is defined in the Asset Module.

Labor Group This field is used to assign the planned PM to a specific labor group.

Technician This field is used to assign the planned PM to a specific technician.

Note: If users assign a meter PM plan to a technician, users may change it later in the Work Order module or in planning.

Job Type This selection allows the user to identify job type codes. Job Type utilizes the RIME method for prioritizing Work Order criticality. RIME (Ranking Index for Maintenance Expenditures) is a function that assigns a value based on the Asset Priority code and the Job Type code used for a Work

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Order. This number can then be used to prioritize Work Order activity.

Max Days On Meter PM plans, users have the option of specifying a time interval as well as a meter interval. In this field, specify the maximum number of days that can elapse before the plan is issues a Work Order. Enter a zero in this field to disable the time portion of the plan.

Meter Interval This field identifies the number of meter units that must elapse before this PM plan issues a Work Order. This number can be in hours, piece counts, etc., depending on the type of meter used.

Cycle Start Reading This is the current meter reading for the equipment at the time the PM is created. The system starts the plan from this meter reading.

Early Release This field allows the system to release a Work Order before the actual metered interval is achieved. Use this to release Work Orders or PM’s earlier than necessary for plans that have a short interval.

Util. Since Last This is the utilization of the meter since the plan was started or since the last Work Order generated by the plan was completed.

Last Comp. Meter This is the meter reading recorded when the last Work Order generated by this plan was completed.

Warranty Cycle End This field will display the meter units that, when reached, will end any warranty for the selected Asset record. Warranty information is defined in the Asset module.

Last Completed Date This field is the date the last Work Order generated by this plan was completed.

Last Release Date This is the date the plan last generated a Work Order.

Show Planning Button When this button is clicked, the planning form will be displayed. Users can plan labor and material from within this form.

Levels Tab The Levels screen is used to define the estimated hours, estimated number of technicians, completion days, priority, shift, and the task code used in this plan. A progressive plan based on multiples of the first meter interval can be also be defined. The general descriptions and usage’s of the fields are:

Mult. This field allows users to specify the multiple of the previous level for the current level. Meter PM levels are nested, meaning whatever tasks are performed at the ‘A’ level are performed on ‘B’, ‘C’, ‘D’, and ‘E’ levels. Also, whatever tasks are performed on the ‘B’ level are performed on the, ‘C’, ‘D’, and ‘E’ levels. For example, if a plan requires greasing the chassis every 500 hours. Changing the oil and filter at

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1000 hours and performing a tune up at 3000 hours. The multiple for level ‘B’ would be 2 and the multiple for level ‘C’ would be 3.

Hours This is the estimated hours required to perform the tasks defined for this level.

Techs. This is the estimated number of technicians required to perform the tasks defined for this level.

C Days This is the number of days the technician has to complete the planned PM for this level.

Pri. This is the priority or importance of this plan.

Shft. Use this field to assign a specific shift to a PM.

Task Code Task codes are the written instructions for PM inspections, repetitive maintenance tasks, etc., entered into the system by the operator. This is a pop up table.

Task Description This field contains the title for the selected Task Code. The system will fill this field automatically after a Task Code selection from the combo box.

View Tab This screen allows users to view the PM cycle as defined. The current cycle is highlighted bold (for example, A B A C). The Last PM Performed and the Utilization Due are displayed above the cycle box.

Last PM Performed This field shows the last level in the sequence that was completed.

Utilization Due This field shows the number of meter units left until the planned PM is due again.

Miscellaneous Tab This screen allows users to attach images, assign a blanket PO and/or accounting code, and enter an estimated cost for each planned PM.

Image Attach an image file to the PM with this field.

Print Image with Work Order Activate this field to print the selected image with the PM job.

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Note: Printing images with Work Orders may be globally disabled in the System Administration table. Please see Print Images with Work Order for more information.

Blanket PO Use this field for contract PM that has a blanket PO for a defined period of time. For example, a company may contract lawn service during the summer under a blanket PO.

Estimated Cost Enter the estimated or quoted cost for the PM in this field.

Account Code Use this field to enter special account codes for tracking cost. Users define these account codes.

Open WO’s Tab This screen allows users to view all of the open Work Orders generated from this plan. To view, edit, or close an open WO listed on this page, double click on the WO number field and the WO module will open and display the chosen WO.

Attachments Tab This tab allows users to attach reference images and documents to the asset record. Select an image file by clicking the Add button and using the File Selector to locate and select the desired file. After the file has been selected, enter a description for this file in the Description field. View these images by pressing the View button.

Purchase Orders

Overview Purchase Order’s are created either manually or by converting approved Requisitions.

Main Tab P.O. Number

This field is assigned by the system.

Corp P.O. Number This field is used to record a corporate Purchase Order number if usersr company uses a different accounting system to create Purchase Orders. This option can be switched on/off in System Administration.

Purchase Orders: Line Items Tab This screen allows users to edit the Purchase Order for quantity, description and cost.

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Purchase Orders: Notes Tab This screen shows the notes that were printed with the Purchase Order.

Requisitions

Overview Purchase Requisitions are created either manually, through GENERATE MIN/MAX REQS and/or Advanced Planning. Users can create a Requisition for stock and or non-stock parts. A Purchase Requisition will need to be approved if the switch in Systems Defaults is checked and if the total cost of the Requisition is greater than the dollar amount set in System Administration.

Requisition Header Tab Req. Number

This field is assigned by the system.

Change Number This field is populated by the system and will increment each time a change is made to the Requisition.

PO Number This field is populated by the system and displays the Purchase Order number that has been issued for this Requisition.

Supplier This field identifies the supplier the user wants to purchase the part(s) from.

Ship To This field is populated automatically from the Ship To in System Administration. The user can edit or change this information on each Requisition.

Ship Via This field is used to the shipper or shipping method.

Acknowledge Check the box if users need the supplier to acknowledge the order.

Confirming Check the box if users have called the order in and are just confirming the order.

Payment Terms This field is used to identify the terms between user and the supplier.

F.O.B. This field is used to identify the mode of transportation.

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Buyer This field is used to identify who is purchasing the part(s).

Total Cost This field identifies the total dollar cost for all line items on this requisition.

Created Date This field identifies the month, day, year that the requisition was created.

Approver This field is used to identify the person who approves the requisition.

Approval All This button will set all requisitions to an approved status in preparation of release to a Purchase Order.

Approve Selected This button will set all requisitions that have been previously identified as approvable to an approved status in preparation of release to a Purchase Order.

Detail Tab Req Number

This field is assigned by the system and is carried over from the Header tab.

WO Number This is the number assigned by the system for the work order that this material was planned for.

Area This is the Area associated with the Work Order.

Asset This is the Asset associated with the Work Order.

Part Number This field is used to identify the part that the user wants to order.

Mfg. Part Number This field is used to identify the manufacturers identifying part number that has been assigned to the part that will be ordered.

Description This field is used to identify the part. Be as descriptive as possible.

Unit Cost This field is used to enter the item cost.

Order Measure This field is used to identify the unit of measure defined for ordering.

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Order Quantity This field is used to identify how many users want.

Project Type This field is used to identify a specific Project Type that the ordered part will be used for.

Project This field is used to identify a specific project that the ordered part will be used for.

Phase This field is used to identify which Phase of the selected Project that the ordered part will be used for.

Category This field is used to identify which Category of the selected Phase that the ordered part will be used for.

Delivery Date This field is used to identify when the order is due for delivery.

Requested By This field is used to identify who is requesting the item.

Line Status This field identifies the current status of the selected line item (canceled, closed, open).

MFG. Code This field is used to identify who the manufacturer is.

Class Code This field is used to identify the class of the part.

Charge Dept. This field is used to identify what internal charge department the user wants to charge for the item(s).

Account This field is used to identify what internal account the user wants to charge for the item(s).

Taxable Check the box if the item should be taxed.

Tax Percent This field is used to identify the tax rate for the selected part.

Inventory Stock Item Check the box if this is an inventory item.

Line Notes This button allows the user to add any notes that are specific to the selected line item.

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Save Detail Line Button Click on the Save Detail Line button to save line item on the purchase requisition.

Notes Tab This tab allows users to add notes to the Requisition.

Scheduling

Overview The Schedule Management module covers the complete scheduling of labor groups and individual technicians on a virtual calendar. All plant inactivity functions and technician utilization can be viewed in this module.

Legend Current Day

The current day is marked with a vertical red line.

Facility Holiday Click this legend item to schedule facility holidays. This will display another screen that will allow users to input facility holiday dates and descriptions. Facility holidays will be displayed on the calendar using a red bar. Users may also click on the red bar to display this screen.

Facility Shutdown Click this legend item to schedule facility shutdown periods. This will display another screen that will allow users to input plant shutdown date ranges and descriptions. Facility shutdown periods will be displayed on the calendar using a light green bar. Users may also click on the light green bar to display this screen.

Technician N/A Click on this legend item to display a screen that will allow users to enter technician not available dates. These dates will be displayed using a black bar. Note that users must enter, or select from the list, a valid technician code in order for this feature to work.

Unassigned Tasks Unassigned Tasks will show up using a white bar. A number inside the bar indicates the quantity of Tasks that are open but have not been assigned to a technician. Double-click the white bar to open a list of the Unassigned Tasks for that day.

Assigned Tasks Assigned Tasks will be displayed using a purple bar. A number inside the bar indicates the quantity of Tasks that are open and have been assigned to a technician. Double-click the white bar to open a list of the Assigned Tasks for that day.

Other Tasks Other Tasks will be displayed using a dark green bar. These Tasks are open and have been assigned to a technician other than the one selected for viewing. These bars will not show up unless

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users have selected a technician for viewing.

Options Technician

This combo box allows users select an individual technician for viewing. If a technician is selected, users must press the ‘Refresh’ button or click on the calendar to make this selection take effect. Once the calendar is refreshed, all Work Orders assigned to this technician will be displayed using purple bars. Work Orders assigned to technicians other than the one selected will be displayed using dark green bars. Unscheduled Work Orders will be displayed using white bars. If a technician is selected, ePAC Schedule Management will use this field to display data in the calendar and anything in the labor group field will be ignored.

Labor Group This combo box allows users select a labor group for viewing. If a labor group is selected, users must press the ‘Refresh’ button or click on the calendar to make this selection take effect. Once the calendar is refreshed, all Work Orders assigned to this labor group will be displayed using purple bars. Work Orders assigned to labor groups other than the one selected will be displayed using dark green bars. Unscheduled Work Orders will be displayed using white bars. Note this field will not have any effect if a technician is entered as the technician selection has priority.

Refresh Press this button to refresh the calendar data after a new selection from either the ‘Technician’ or the ‘Labor Group’ combo boxes. Or, click on the calendar to perform a refresh.

Close Click this button to exit ePAC Schedule Management.

Show WO Hours Check this box to display total Work Order hours in the center of the scheduled, unscheduled, and other Work Order bars. If this box is not checked, then the bars will display the total Work Order count.

Calendar Calendar Viewing

When ePAC Schedule Management is first loaded, it will display the current month. If users wish to view a different month, use the scroll bar at the bottom of the calendar to change months. If users click on the arrows on either side of the scroll bar, users will move one month in that direction.

Colored Bars The colored bars are used to display scheduled and unscheduled Work Orders, facility holidays, facility shutdowns, and technician not available. All of these bars may be clicked on to edit the data. For more detailed descriptions on these colored bars, please refer to the ‘Legend’ section of Schedule Management.

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Technician Records

Overview The Technician Records module defines the people that will perform the jobs issued by ePAC. Other information includes hire dates; dates employees moved into their current department, general notes, and training history.

Main Tab The Main tab of the Technician Records module allows users to enter basic information needed for each technician record. The general descriptions and usage’s of the fields are as follows.

Number This is the technician’s identification code. The field is alphanumeric and any combination of numbers and letters can make up the code.

Name Enter the technician’s name in this field. Develop a strict format for entry such as first name last or last name first so the pull down lists are consistent.

Hire Date This is the hire date for the technician.

Dept. Date The technician started this date in his or her current department.

Labor Group This is the technician’s trade, team, or craft identification. A labor group must be assigned if labor rates are used.

Technician Type This field further identifies the technician’s craft or position (i.e. Supervisor, Manager, Journeyman, Apprentice, etc,).

Shift This field identifies the days of the week and total hours that the technician works.

Notes Enter notes about a technician here. This free flowing text field could be used to enter attendance information, disciplinary action records, etc.

Personal Tab This tab is used to enter technician personal information including address, telephone, social security number, emergency contact name and telephone number.

History Tab This tab allows users to enter training information for a technician, including class description, date taken, and the expiration date of the course or certification. The general descriptions and usage’s of

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the fields are:

Description A brief title or description of the training received.

Date This is the date a training course was completed.

Expiration Date Enter the expiration date of the course or certification here.

Work Order Module

Overview The Work Orders module allows users to enter information for repairs that are performed by the maintenance technicians. Basically, there are six sources for a Work Order. 1: In Plan Work Order (planning mode) 2: Demand/Breakdown Work Orders 3: Work Order generated by Calendar PM Module 4: Work Order generated by Meter PM Module 5: Service Request 6: Help Desk. New Work Orders can be created at any time. Also, Work Orders can be automatically generated from the Calendar or Meter PM modules. This module is used to charge parts and labor, assign defect codes, and enter any text needed to describe the work that was done.

Work Plan Tab The Work Plan tab of the Work Order module allows users to enter the basic information for each Work Order. This information includes the area, asset, component, job status, job type, labor group, technician, task code, problem, instructions, est. issue date, est. finish date and shift. The general descriptions and usage’s of fields are:

WO Number This is the Work Order number; it is incrementally sequenced by ePAC and maintained in System Administration.

See also: Numbering in System Administration for more information.

Requested By This field identifies the person who is requesting that work be done. Once this field has been populated and the Work Order has been saved, then it cannot be changed.

Generated WO This field identifies if the current Work Order was created through the release process, indicating that the Work Order is a PM type Work Order.

Schedule # This is the unique identifier that has been assigned to the Calendar or Meter PM for which this Work Order was created. This field will populate with a zero (0) if the Work Order is not a PM Work Order.

Area Users define the list of codes that represent a section of the building, or type of Asset, or fleet category, or client type, or any other main category as desired by users. This field caption can be

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changed through System Administration. After an Asset record is saved, users may not edit this field.


Location Use this field to identify a building number, plant number, or general position for the asset.


Status The status of the Work Order is defined by selecting the appropriate code from the list. These codes are defined in System Administration and may be anything the user desires with the exception of the following:

Status Codes Code Description

0 In Plan

1 New Record

9 Closed

See also: W.O. Status Descriptions Tab in System Administration for more information

Status Date This field indicates the date that the Work Order status was last changed. The system automatically maintains this date.

Job Type Use this field to define the Work Order type and RIME priority. Select the appropriate code from the pull down list. It is recommended that Job Type = 0 is labeled as a PM, since the Calendar and Meter PM Modules will automatically generate Work Orders with 0 as the Job Type. System Administration contains the definitions for these codes.

See also: in System Administration for more information.

Labor Group Use this field to assign the Work Order to a specific team, labor group or trade.

Technician Use this field to assign the Work Order to a specific technician.

Task Code Task codes are instructions for PM inspections, repetitive maintenance tasks, etc

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Problem (Defect Code 1) Defect Analysis studies the attributes of a defect and draws out the patterns, types, and frequency of failure. Defect Code field titles are defined in System Administration. Defect 1 has been labeled Problem. Develop the codes associated with the defect types using past history as a guide. A troubleshooting guide can then be developed for any piece of equipment, using the data from these fields.

Instructions This field contains the instructions for work on this Work Order. This is a free-flowing text field. If a task code was selected for this Work Order, this field may be left blank. The instructions will print on the default WO.

Est. Issue Date The Work Order (In Plan) will release this date in the future. Do not enter a date in this field if users do not want the system to release this job. This field is automatically filled in when the Work Order has been generated from a Calendar or Meter PM plan. In this case, the date equals the Next Scheduled Date from the associated plan.

WO Creation Date This is the date the system issued the Work Order. The system automatically fills this field when a Work Order is created.

Est. Finish Date This is the estimated completion date for the Work Order.

Priority This is the priority or importance of this Work Order.

Shift This field indicates the shift the work was performed on.

Est. Total Hours This is a displayed field of the total hours planned, which is automatically populated. If this is a generated Work Order from a Calendar or Meter PM plan, the system will automatically input the data into this field from the associated plan.

RIME Priority This field is automatically populated from the product of the Equipment RIME and Job Type. (The equipment RIME value * Work Order Job Type)

Asset Under Warranty This checkbox is used to inform the user if the Asset is currently under warranty. Warranty information is added/modified on the Asset record. The system will populate this field only if a warranty has been previously defined on the Asset.

Print Dedicated Parts List This field indicates if users want the Dedicated Parts List associated with the equipment for this Work order to print when the Work Order is printed.

Planning Button When this button is clicked, the planning form will be displayed. Users can plan labor and material from within this form.

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Work Close Tab This tab of the Work Order module allows users to enter important information about a Work Order. Including job start date and time, job finish date and time, downtime start and time. downtime stop and time, machine downtime, line downtime, work details, occurrences, cause, action, actual man hours, hours remaining, meter reading and follow up needed. The general descriptions and usage’s of the fields are:



0 In Plan

1 New Record

9 Closed


Job Start This field indicates the date and time the work started. This field can be entered when the Work Order is closed.

Job Finish This field indicates the date and time the work completed. This field can be entered when the Work Order is closed.

Downtime Start Enter the downtime start date and time in these fields. If the information is available from the Short Form, the system will fill in these fields.

Downtime Stop Enter the downtime stop date and time in these fields. If the information is available from the Short Form, the system will fill in these fields automatically.

Machine Downtime This field is the downtime, in minutes, calculated by the system from the information entered in the Downtime Start and Stop fields. Manually enter a value in this field if the date and time information is not available.

Line Downtime Use this field to enter the hours: minutes or minutes: seconds the line is down.

Work Details After completing work on this Work Order, use this field to enter the details of the work performed. This is a free-flowing text field.

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Occurrences Use this field to document the number of occurrences for this repair. For example, a technician adjusted a chain on one conveyor twice in one shift; the occurrences field would read 2. This alleviates the need to write a second Work Order.

Cause (Defect Code 5) Defect Analysis studies the attributes of a defect and draws out the patterns, types, and frequency of failure. Defect Code field titles are defined in System Administration. Defect 5 is labeled as Cause. Develop the codes associated with the defect types using past history as a guide. A troubleshooting guide can then be developed for any piece of equipment, using the data from these fields.

See also: Defect Descriptions Tab in System Administration for more information.

Action (Defect Code 6) Defect Analysis studies the attributes of a defect and draws out the patterns, types, and frequency of failure. Defect Code field titles are defined in System Administration. Defect 6 is labeled as Action. Develop the codes associated with the defect types using past history as a guide. A troubleshooting guide can then be developed for any piece of equipment, using the data from these fields.

See also: Defect Descriptions Tab in System Administration for more information.

Actual Hours This contains the total number of labor hours charged to the Work Order. The system automatically calculates this value from total hours input into the Labor Tab.

Hours Remaining This field contains the number of hours remaining to complete the Work Order. The system automatically calculates the value by subtracting the actual man-hours from the estimated man-hours.

Follow Up Needed Check this box if there is follow up needed on this Work Order. If selected, a new work order will be created when this work order is set to a status of 9 (Closed). The new work order will populate with the Location, Area, Asset from the originating work order and will have a status of F (Follow-up). Also, any information from the Instructions field and the Work Details field from the originating work order will populate in the Instructions field of the new work order.

Meter Reading This field is used to capture the meter reading if this Work Order was generated from a Meter PM after the work has been completed.

Actual Parts Tab This tab of the Work Orders module allows users to enter repair parts used in the repairs made. The general descriptions and usage’s of the fields are:

Quantity Enter the quantity of parts used in this column.

Stock Check this column if the part is in the Inventory module.

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Part Number Enter the part number in this column. If this is an inventory part, the system will automatically fill in the description and cost columns.

Description Enter the description of the part in this column. If this is an inventoried part, the system will fill in this column automatically.

Stocking Location Enter the stocking location of the part or select from the dropdown.

Task Code Enter the task code associated with this part from planning if applicable.

Cost Enter the unit cost of the part in this column. If this is a inventoried part, the system will fill in this column automatically.

Total This value is the extended total for the part on this line and is automatically calculated by the system.

Estimated Material Cost This field is the total cost for all planned parts used for this Work Order. The system automatically calculates this value.

Total Material Cost This field is the total cost for all parts used for this Work Order. The system automatically calculates this value.

Material Planning Button Click this button to view the planning form for material and labor. Users can plan material and labor from here.

Actual Labor Tab This tab of the Work Orders module allows users to enter the labor hours taken to complete the task. The general descriptions and usage’s of the fields are:

Technician Enter the technician code in this column. Users may select the technician code from the dropdown or enter the appropriate technician code.

Name The technician name associated with the selected technician code is automatically entered into this column by the system.

Rate Enter the labor rate for this labor entry (line) in this column. Users may select the labor rate from the dropdown or leave the field blank. The labor rates are defined within the Group Codes.

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Total Hours This column contains the total time charged to the Work Order for this labor entry (line). Enter a time in this field, in hours and minutes. For example, to enter one hour and fifty minutes, enter ‘150’. The system will format this to ‘001:50’, which indicates one hour and fifty minutes. Enter the start and finish date and times to have the system calculate the total hours. Or Leave the total hours blank and allow the system to calculate the number based on the start and stop times entered next.

Start Date The system will default to the current date (based on users computer’s settings). Enter the starting date for this labor entry (line) in this column.

Start Time The system will default to the current time (based on users computer’s settings). Enter the starting time for this labor entry (line) in this column.

End Date The system will default to the current date (based on users computer’s settings). Enter the ending date for this labor entry (line) in this column. Or Assuming the Total Hours and Start Date and Time were already filled in, the system will calculate this value automatically.

End Time The system will default to the current time (based on users computer’s settings). Enter the ending time for this labor entry (line) in this column. Or Assuming the Total Hours and Start Date and Time were already filled in, the system will calculate this value automatically.

Est. Total Hours This field is automatically populated from the Labor planning record for the Work Order. If this Work Order was generated from a calendar or meter PM plan, the data in this field originates from the associated plan.

Actual Man-hours This field is the total man-hours for all labor charged to this Work Order and is automatically calculated by the system.

Planning Button Click this button to view or create planning records for labor and material for this Work Order. If this Work Order was generated from a calendar or meter PM plan, the data in planning originated from the associated plan.

Job Costing Tab This page of the Work Order module allows users to track the job costs of a Work Order. The Work Order cost can be assigned to a charge department or to a special account code, and the Work Order cost includes all labor, parts, and contractor costs. The general descriptions and usage’s of the fields are:

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0 In Plan

1 New Record

9 Closed


Contractor Use this field to enter a contractor code if the work performed on this Work Order is assigned to an outside contractor.

Contractor Name This field is used to display the contractor name and is automatically filled in by the system once a contractor is selected.

Project Type Project Types can give many Work Orders a common relationship. For example, a capital project may have a large budget and require many hours to complete. If a project type is entered on all the Work Orders required to complete the project, a comprehensive end of project report can easily be constructed.

Project This field is used to identify which project the Work Order costs should roll up against. Only the Projects that have been associated with the selected Project Type will display in the drop down selector.

Phase This field is used to identify which phase of the project the Work Order costs should roll up against. Only the Phases that have been associated with the selected Project will display in the drop down selector.

Category This field is used to identify which category of the selected phase the Work Order costs should roll up against. Only the Categories that have been associated with the selected Phase will display in the drop down selector.

Contractor Material Cost Record the cost of material or parts provided by the contractor with this field.

Contractor Labor Cost Use this field to record the cost of labor provided by the contractor for this Work Order.

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Contractor Total Cost This is the total cost of the work provided by the contractor for this Work Order. It is automatically calculated by the system from the values entered into the Contractor Material Cost and Contractor Labor Cost fields. If the material and labor costs are not available, enter the total cost from the Contractor’s invoice here.

Inside Labor Cost This field is the total cost of the labor provided by users company’s technicians for this repair and is automatically calculated by the system from the data entered into the Labor Index Tab.

Inside Parts Cost This field is the total cost of the parts used by users company’s technicians for this repair and is automatically calculated by the system from the data entered into the Parts Index Tab.

LTD WO Cost This field is the total cost for the Work Order and is the total of Job Cost plus Inside Labor Cost plus Inside Parts Cost fields.

Charge Department This is a pop up field, whose list of possible values is defined by users, and it is used to show the department to which repair cost for the Work Order will be charged. Each charge dept can have a Budget Amount, Start and End dates associated with it. These are reference fields that can be used in a Crystal report.

Estimated Cost This field is used to display an estimate of the total cost of a Work Order.

Account Code This field is used to assign a Work Order cost to special accounting code numbers, which are defined by users. Each account can have a Budget Amount, Start and End dates associated with it. These are reference fields that can be used in a Crystal report.

Details Tab This page of the Work Order module allows users to enter Work Order details including est. production hours, est. non-production hours, line number, defect 2-4 and product.

Est. Production Hours This is the number of production hours needed to complete the job (i.e. hours production will be shut down during the job).

Est. Non-Production Hours This is the number of non-production hours needed to complete the job (i.e. hours production is usually shutdown).

Line Number If the equipment is part of a larger production line, the line number can be entered here.

Created By This system populated field will display the ePAC security user id of the person who created this Work Order (only if ePAC Security is turned on).

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Defect Code (2-4) Defect Analysis studies the attributes of a defect and draws out the patterns, types, and frequency of failure. Defect Code field titles are defined in System Administration. Develop the codes associated with the defect types using past history as a guide. A troubleshooting guide can then be developed for any piece of equipment, using the data from these fields.

Product Many machines are capable of producing a variety of parts or product. Use this field to specify which part or product the machine was running when the repair took place.

Conditions Tab This page of the Work Order module allows users track up to sixteen equipment conditions. These can include, but are not limited to, motor current draw, voltages, air pressure readings, oil pressure readings, brake and clutch clearances, etc. Users can define the names of the sixteen condition fields in System Administration. These fields are provided for custom report purposes.

Custom Fields Tab This page of the Work Order module allows users track up to sixteen user defined equipment conditions or information fields. Users can define the names of the sixteen fields, and may use this data in custom reports. Field names may be customized in the System Administration.

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Table Definitions and Structures Table Name Description ABCFile Part listing by classification for Cycle Counting AccountCodes Listing of Account\General Ledger Codes AccountType Listing of Account\General Ledger Types Area Listing of Areas Captions Listing of Label Changes ChargeDepartment Listing of Charge Departments ClassCode Listing of Inventory Class Codes CommodityCode Listing of Inventory Commodity Codes Contractor Listing of Contractors ContractorTypes Listing of Contractor Types CorporateAdmin System Admin at the Corporate Level (Defaults Table) CorporateItems Inventory that is shared at the Corporate Level Counters Numbering for Work Order, Reference, Purchase Order, Purchase Requisition and Schedule CycleCount Listing of Inventory Items Counted with the Handheld Unit DedicatedPartList Listing of Parts by Parts List ID Defaults System Admin Settings Defects1 Listing of Defect Codes labeled as Problem in the Application Defects2 Listing of Defect Codes Defects3 Listing of Defect Codes Defects4 Listing of Defect Codes Defects5 Listing of Defect Codes Labeled as Cause in the Application Defects6 Listing of Defect Codes Labeled as Action in the Application DefectSummary Summary of Defects by Area and Asset DocTypes Listing of File Extensions EmailHistory Listing of all Emails sent by ePAC Equipment Listing of Assets EquipmentClasses Listing of Asset Classes EquipmentImages Listing of Asset Images EquipmentPriority Listing of Asset Priorities EquipmentStatus Listing of Asset Status’ EquipmentSummary Listing of Assets for Downtime, Manhours and Occurences by Area, Asset and Period EquipmentUtilHistory Not Used EquipmentUtilization Listing of Meter Readings By Area, Asset and Meter Name EquipmentZones Listing of Asset Zones FacilityID Listing of Facilities Financial Listing of Costs for Material, Labor and Contrator by Area, Asset FOB Listing of Freight On Board InternalContacts Listing of Internal Contacts from System admin InventoryUpload Not Used JobHours Listing of all Hours recorded on Work Orders JobParts Listing of all parts issued to a Work Order JobPlan Listing of all Meter PM’s, Calendar PM’s and open Work Orders for Calendar and Meter PM’s JobPriority Listing of Job Priorities JobRecord Listing of Work Orders JobRecordHistory Not Used JobType Listing of Job Types Labels Not Used LaborGroup Listing of Labor Groups (Crafts or Trades) LaborGroupRates Listing of rates by labor Group LaborPlan Listing of Labor Planned for all Work Orders and PM’s Layouts Not Used ListBarItems System Location Listing of Locations MaintRecordTypeData Listing of Asset Record Types MaintRecordTypeDropdowns Listing of Information populated in the PopUp Fields on the Detail Tab in the Asset Module

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Table Name Description MaintRecordTypeLabels Listing of Label Changes for Record Type Fields MaintRecordTypes Listing of Record Types MaterialPlan Listing of Material Planned for all Work orders and PM’s MeterPlan Listing of Meter PM’s MeterPlanImages Listing of Meter PM attachments MeterPlanTasks Listing of Meter PM levels MfgCode Listing of Manufacturers MinMax Listing of old and new Mins and Maxs after the MinMax utility is run Models Listing of Models labeld as Product in the Application NonPartMaster Listing of all Non Inventory Item received and not yet Issued OrderMeasures Listing of Order Measures PartFifo Listing of Inventory Items with Part Fifo Layers PartHistory Listing of all Purchasing, Inventory and Non Inventory transactions PartImages Listing of Inventory Item attachments PartLocation Listing of Inventory Items by Stocking Location ID PartMaster Listing of all Inventory Items PartMfg Listing of Inventory Items by Manufacturer(s) PartPriority Listing of Inventory Item Priorities PartSupplier Listing of Inventory Items by Supplier(s) PlantHoliday Listing of Plant Holidays PlantShutdown Listing of Plant Shutdown(s) PMGroup Listing of PM Groups POHeader Listing of Purchase Orders POHeaderHistory Not Used POImages Listing of Purchase Order attachments POLineItems Listing of Purchase Order Line Items POLineItemsHistory Not Used PopUpEntries Listing of PopUp Tables POReqxref Not Used POStatus Listing of Purchase Order Status’ POType Listing of Purchase Order Types ProjectCategory Listing of Project Categories ProjectDetail Listing of Projects by Phase and Category with Budget dollars ProjectPhase Listing of Project Phases Projects Listing of Projects ProjectType Listing of Project Types RCM_Action Listing of Action Code and related Problem Code RCM_Cause Listing of Cause code and related Problem Code RCM_Problem Listing of Problem Code and related RCM Group RCMGroup Listing of RCM Groups ReasonCode Not Used ReportDefinitions Listing of Reports by Report Name ReportPrompts Listing of Report Prompts by Report Name Requestor Listing of Requestors RequiredFields Listing of Required fields for Service request and Work Order Short Form RequisitionHeader Listing of Purchase Requisitions RequisitionHeaderHistory Not Used RequisitionLineItems Listing of Purchase requisition Line Items RequisitionLineItemsHistory Not Used ROImages Listing of work Order attachments SavedQueries Listing of Saved Queries by User SecurityGroup Listing of Security Groups SecurityIds Listing of People in Security by User ID SecurityRights Listing of User rights SecuritySelections system ServicePlan Not Used ServiceRequest Listing of Service Request Work Orders Shifts Listing of Shifts for Technician ShipVia Listing of Shipping Agents SkipDates Listing of Calendar PM Skip Dates StatusType Listing of Work Order Status’ StockingLocation Listing of Stocking Locations StockMeasures Listing of Stocking Measures and related Order Measure StoreRoom Listing of Store Rooms SubAccountCodes Not Used SubLevel Listing of Sublevels and Parent Child relationships for Assets

ePAC EAM/CMMS 135

Table Name Description Supplier Listing of Suppliers SupplierTypes Listing of Supplier Types TableNames System TaskInstructions Listing of Task Instructions TechLaborGroup Listing of Technicians by Labor Group TechnicianHistory Listing of Technicians with Training received TechnicianIllness Not Used TechnicianImages Listing of Technician attachments TechnicianList Listing of Technicians TechnicianNA Listing of Unavailable Techs by date TechnicianTraining Listing of technician Training TechType Listing of Tech Types TempLabels Not Used TimePlan Listing of Calendar PM TimePlanImages Listing of Calendar PM attachments TransactionCode Listing of Transaction Codes UserLog Listing of Users Logged into ePAC Warranty Listing of Assets under Warranty WOEmail Listing of Email settings from System Admin WorkHistory Not Used WorkList Listing of the last records found when Releasing PM’s

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ePAC Database Info By Field Field Name Table Name DataType FieldSize ABCClass PartMaster Text 1 Account CycleCount Text 24 PartHistory Text 24 Projects Text 24 AccountChoicesCaption Captions Text 10 AccountCode AccountCodes Text 24 JobParts Text 24 JobRecord Text 24 JobRecordHistory Text 24 MeterPlan Text 24 PartHistory Text 24 POHeader Text 24 POHeaderHistory Text 24 POLineItems Text 24 POLineItemsHistory Text 24 RequisitionLineItems Text 24 RequisitionLineItemsHistory Text 24 ServiceRequest Text 24 TimePlan Text 24 WorkHistory Text 24 AccountTax AccountCodes Single SubAccountCodes Currency AccountType AccountCodes Text 16 AccountType Text 16 SubAccountCodes Text 16 Acknowledge POHeader Yes/No POHeaderHistory Yes/No RequisitionHeader Yes/No RequisitionHeaderHistory Yes/No ActCost LaborPlan Currency MaterialPlan Currency

ePAC EAM/CMMS 137

Field Name Table Name DataType FieldSize ActHours LaborPlan Single ActionCode RCM_Action Text 12 ActQty MaterialPlan Long Integer ServicePlan Long Integer ActualIssue TimePlan Text 53 ActualIssueDate JobRecord Date JobRecordHistory Date WorkHistory Date ActualManhours JobRecord Single JobRecordHistory Single WorkHistory Single ActualQty CycleCount Double Address ServiceRequest Text 40 Address1 Contractor Text 40 CorporateAdmin Text 40 Defaults Text 40 Location Text 40 MfgCode Text 50 Requestor Text 40 Supplier Text 40 TechnicianList Text 40 Address2 Contractor Text 40 CorporateAdmin Text 40 Defaults Text 40 Location Text 40 MfgCode Text 50 Requestor Text 40 Supplier Text 40 TechnicianList Text 40 AfterHours Supplier Text 15

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Field Name Table Name DataType FieldSize AltSupplier1 PartMaster Text 10 AltSupplier2 PartMaster Text 10 AnnualSales ABCFile Currency Approved RequisitionHeader Yes/No RequisitionHeaderHistory Yes/No ApprovedBy POHeader Text 10 POHeaderHistory Text 10 RequisitionHeader Text 10 RequisitionHeaderHistory Text 10 Area Area Text 20 BlanketList Text 20 DefectSummary Text 20 Equipment Text 20 EquipmentImages Text 20 EquipmentSummary Text 20 EquipmentUtilHistory Text 20 EquipmentUtilization Text 20 Financial Text 20 JobParts Text 20 JobPlan Text 20 JobRecord Text 20 JobRecordHistory Text 20 MaintRecordTypeData Text 20 MeterPlan Text 20 MeterPlanImages Text 20 PartHistory Text 20 ServiceRequest Text 20 SubLevel Text 20 TimePlan Text 20 TimePlanImages Text 20 Warranty Text 20 WorkHistory Text 20 WorkList Text 20

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Field Name Table Name DataType FieldSize AreaAsset CorporateAdmin Yes/No Defaults Yes/No AreaCaption Captions Text 10 AssetGroup BlanketList Text 20 DefectSummary Text 20 Equipment Text 20 EquipmentImages Text 20 EquipmentSummary Text 20 EquipmentUtilHistory Text 20 EquipmentUtilization Text 20 Financial Text 20 JobParts Text 20 JobPlan Text 20 JobRecord Text 20 JobRecordHistory Text 20 MaintRecordTypeData Text 20 MeterPlan Text 20 MeterPlanImages Text 20 PartHistory Text 20 ServiceRequest Text 20 SubLevel Text 20 TimePlan Text 20 TimePlanImages Text 20 Warranty Text 20 WorkHistory Text 20 WorkList Text 20 AssetNumber Equipment Text 18 AssetUnderWarranty JobRecord Yes/No JobRecordHistory Yes/No WorkHistory Yes/No Associate POHeader Text 6 POHeaderHistory Text 6 AutoAdd PartMaster Yes/No

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Field Name Table Name DataType FieldSize AutoClose JobPlan Yes/No JobRecord Yes/No JobRecordHistory Yes/No TimePlan Yes/No WorkHistory Yes/No AutoCreateLocations Defaults Yes/No AutoSaveLabor CorporateAdmin Yes/No Defaults Yes/No JobRecord Yes/No JobRecordHistory Yes/No AverageCost PartMaster Double BackOrdered POLineItems Double POLineItemsHistory Double BatchPrint JobPlan Yes/No WorkList Yes/No BeginDate TechnicianNA Date Bin DedicatedPartList Text 12 Labels Text 12 TempLabels Text 12 BinLocation PartMaster Text 12 Blanket Supplier Text 14 BlanketPO Contractor Text 20 JobRecord Text 20 JobRecordHistory Text 20 MeterPlan Text 20 TimePlan Text 20 WorkHistory Text 20 BlanketPOExpirationDate Contractor Date Supplier Date

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Field Name Table Name DataType FieldSize BlanketPOInvoiceReleaseDate JobRecord Date JobRecordHistory Date WorkHistory Date BlanketPOInvoiceReleaseNum JobRecord Long Integer JobRecordHistory Long Integer WorkHistory Long Integer Budget ProjectDetail Currency BudgetAmount AccountCodes Double ChargeDepartment Double Projects Currency SubAccountCodes Double Buyer POHeader Text 36 POHeaderHistory Text 36 RequisitionHeader Text 36 RequisitionHeaderHistory Text 36 CalcLaborCost JobRecord Currency JobRecordHistory Currency WorkHistory Currency Caption ReportPrompts Text 20 Category JobRecord Text 16 JobRecordHistory Text 16 POHeader Text 8 POHeaderHistory Text 8 POLineItems Text 8 POLineItemsHistory Text 8 ProjectCategory Text 16 ProjectDetail Text 16 RequisitionLineItems Text 8 RequisitionLineItemsHistory Text 8 WorkHistory Text 16 CauseCode RCM_Cause Text 12

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Field Name Table Name DataType FieldSize cbo1 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 cbo2 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 cbo3 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 cbo4 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 cbo5 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 cbo6 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 ChangeOrder RequisitionHeader Long Integer RequisitionHeaderHistory Long Integer ChargeDepartmentCaption Captions Text 10 ChargeDept ChargeDepartment Text 25 Equipment Text 25 JobRecord Text 25 JobRecordHistory Text 25 MaterialPlan Text 25 PartHistory Text 25 PartMaster Text 25 POHeader Text 25 POHeaderHistory Text 25 POLineItems Text 25 POLineItemsHistory Text 25 RequisitionLineItems Text 25 RequisitionLineItemsHistory Text 25 ServiceRequest Text 25 WorkHistory Text 25

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Field Name Table Name DataType FieldSize Chart RequisitionLineItems Text 6 RequisitionLineItemsHistory Text 6 City Contractor Text 24 CorporateAdmin Text 40 Defaults Text 40 Location Text 30 MfgCode Text 50 Requestor Text 30 ServiceRequest Text 30 Supplier Text 24 TechnicianList Text 24 Class ABCFile Text 1 Equipment Text 6 EquipmentClasses Text 6 MinMax Text 1 TaskInstructions Text 9 ClassCaption Captions Text 10 ClassCode ClassCode Text 6 Labels Text 6 PartMaster Text 6 POLineItems Text 6 POLineItemsHistory Text 6 RequisitionLineItems Text 6 RequisitionLineItemsHistory Text 6 TempLabels Text 6 Closed POHeader Yes/No POHeaderHistory Yes/No Code CommodityCode Text 8 ContractorTypes Text 6 Defects1 Text 12 Defects2 Text 12 Defects3 Text 12 Defects4 Text 12 Defects5 Text 12 Defects6 Text 12

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Field Name Table Name DataType FieldSize Code DefectSummary Text 4 FOB Text 15 JobPriority Text 2 LaborGroup Text 9 LaborGroupRates Text 10 MaintRecordTypeData Text 20 MaintRecordTypeDropdowns Text 20 MaintRecordTypeLabels Text 20 MaintRecordTypes Text 20 PartPriority Text 1 ShipVia Text 15 SupplierTypes Text 6 TechnicianTraining Text 50 COFlag POHeader Yes/No POHeaderHistory Yes/No Field Name DatabaseInfo Text 50 ColumnNumber LayoutColumns Long Integer ColumnWidth LayoutColumns Long Integer CommodityCode PartMaster Text 8 Completed TimePlan Text 53 CompletionDays MeterPlanTasks Long Integer TimePlan Long Integer CompletionDays1 MeterPlan Integer CompletionDays2 MeterPlan Integer CompletionDays3 MeterPlan Integer CompletionDays4 MeterPlan Integer CompletionDays5 MeterPlan Integer Condition1 JobRecord Double JobRecordHistory Double

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Field Name Table Name DataType FieldSize Condition1 WorkHistory Double Condition10 JobRecord Double JobRecordHistory Double WorkHistory Double Condition11 JobRecord Double JobRecordHistory Double WorkHistory Double Condition12 JobRecord Double JobRecordHistory Double WorkHistory Double Condition13 JobRecord Double JobRecordHistory Double WorkHistory Double Condition14 JobRecord Double JobRecordHistory Double WorkHistory Double Condition15 JobRecord Double JobRecordHistory Double WorkHistory Double Condition16 JobRecord Double JobRecordHistory Double WorkHistory Double Condition2 JobRecord Double JobRecordHistory Double WorkHistory Double Condition3 JobRecord Double JobRecordHistory Double WorkHistory Double Condition4 JobRecord Double JobRecordHistory Double WorkHistory Double

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Field Name Table Name DataType FieldSize Condition5 JobRecord Double JobRecordHistory Double WorkHistory Double Condition6 JobRecord Double JobRecordHistory Double WorkHistory Double Condition7 JobRecord Double JobRecordHistory Double WorkHistory Double Condition8 JobRecord Double JobRecordHistory Double WorkHistory Double Condition9 JobRecord Double JobRecordHistory Double WorkHistory Double ConditionCaption1 Captions Text 10 ConditionCaption10 Captions Text 10 ConditionCaption11 Captions Text 10 ConditionCaption12 Captions Text 10 ConditionCaption13 Captions Text 10 ConditionCaption14 Captions Text 10 ConditionCaption15 Captions Text 10 ConditionCaption16 Captions Text 10 ConditionCaption2 Captions Text 10 ConditionCaption3 Captions Text 10

ePAC EAM/CMMS 147

Field Name Table Name DataType FieldSize ConditionCaption4 Captions Text 10 ConditionCaption5 Captions Text 10 ConditionCaption6 Captions Text 10 ConditionCaption7 Captions Text 10 ConditionCaption8 Captions Text 10 ConditionCaption9 Captions Text 10 Confirming POHeader Yes/No POHeaderHistory Yes/No RequisitionHeader Yes/No RequisitionHeaderHistory Yes/No Contact1Phone Contractor Text 20 Contact2Phone Contractor Text 20 Contractor BlanketList Text 10 Contractor Text 10 Warranty Text 10 ContractorCode JobRecord Text 10 JobRecordHistory Text 10 MeterPlan Text 10 TimePlan Text 10 WorkHistory Text 10 ContractorName JobRecord Text 30 JobRecordHistory Text 30 WorkHistory Text 30 ContractorTypes Contractor Text 70 CONumber MaterialPlan Long Integer PartHistory Long Integer POHeader Long Integer POHeaderHistory Long Integer

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Field Name Table Name DataType FieldSize CONumber POLineItems Long Integer POLineItemsHistory Long Integer RequisitionHeader Long Integer RequisitionHeaderHistory Long Integer Conversion PartMaster Single StockMeasures Single COProcessing CorporateAdmin Yes/No Defaults Yes/No CorporateInventory CorporateAdmin Yes/No CorpPONumber POHeader Text 16 POHeaderHistory Text 16 Cost ABCFile Currency JobParts Single MaterialPlan Currency NonPartMaster Currency PartFifo Currency PartHistory Currency POLineItems Currency POLineItemsHistory Currency ServicePlan Currency CostingRule PartMaster Text 5 CostVariance CycleCount Currency CountDate CycleCount Date CountedBy CycleCount Text 10 CreateDate Equipment Date JobPlan Date CreatedBy JobRecord Text 10 JobRecordHistory Text 10 WorkHistory Text 10

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Field Name Table Name DataType FieldSize CreatedDate PartMaster Date POHeader Date POHeaderHistory Date RequisitionHeader Date RequisitionHeaderHistory Date Cross1 PartMaster Text 16 Cross2 PartMaster Text 16 Cross3 PartMaster Text 16 CumulativePercent ABCFile Single CumulativeSales ABCFile Currency CurrentManualField TimePlan Integer Custom1 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50 TechnicianList Text 50 WorkHistory Text 40 Custom10 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50 TechnicianList Text 50 WorkHistory Text 40 Custom11 Equipment Date JobRecord Date JobRecordHistory Date

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Field Name Table Name DataType FieldSize Custom11 PartMaster Date POHeader Date RequisitionHeader Date Supplier Date TechnicianList Date WorkHistory Date Custom12 Equipment Date JobRecord Date JobRecordHistory Date PartMaster Date POHeader Date RequisitionHeader Date Supplier Date TechnicianList Date WorkHistory Date Custom13 Equipment Double JobRecord Double JobRecordHistory Double PartMaster Double POHeader Double RequisitionHeader Double Supplier Double TechnicianList Double WorkHistory Double Custom14 Equipment Double JobRecord Double JobRecordHistory Double PartMaster Double POHeader Double RequisitionHeader Double Supplier Double TechnicianList Double WorkHistory Double Custom15 Equipment Yes/No JobRecord Yes/No JobRecordHistory Yes/No PartMaster Yes/No POHeader Yes/No

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Field Name Table Name DataType FieldSize Custom15 RequisitionHeader Yes/No Supplier Yes/No TechnicianList Yes/No WorkHistory Yes/No Custom16 Equipment Yes/No JobRecord Yes/No JobRecordHistory Yes/No PartMaster Yes/No POHeader Yes/No RequisitionHeader Yes/No Supplier Yes/No TechnicianList Yes/No WorkHistory Yes/No Custom2 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50 TechnicianList Text 50 WorkHistory Text 40 Custom3 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50 TechnicianList Text 50 WorkHistory Text 40 Custom4 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50

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Field Name Table Name DataType FieldSize Custom4 TechnicianList Text 50 WorkHistory Text 40 Custom5 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50 TechnicianList Text 50 WorkHistory Text 40 Custom6 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50 TechnicianList Text 50 WorkHistory Text 40 Custom7 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50 TechnicianList Text 50 WorkHistory Text 40 Custom8 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50 TechnicianList Text 50 WorkHistory Text 40

ePAC EAM/CMMS 153

Field Name Table Name DataType FieldSize Custom9 Equipment Text 50 JobRecord Text 40 JobRecordHistory Text 40 PartMaster Text 50 POHeader Text 50 RequisitionHeader Text 50 Supplier Text 50 TechnicianList Text 50 WorkHistory Text 40 CustomEquip1 Captions Text 16 CustomEquip10 Captions Text 16 CustomEquip11 Captions Text 16 CustomEquip12 Captions Text 16 CustomEquip13 Captions Text 16 CustomEquip14 Captions Text 16 CustomEquip15 Captions Text 16 CustomEquip16 Captions Text 16 CustomEquip2 Captions Text 16 CustomEquip3 Captions Text 16 CustomEquip4 Captions Text 16 CustomEquip5 Captions Text 16 CustomEquip6 Captions Text 16 CustomEquip7 Captions Text 16 CustomEquip8 Captions Text 16 CustomEquip9 Captions Text 16

154

Field Name Table Name DataType FieldSize CustomField10Caption Captions Text 16 CustomField11Caption Captions Text 16 CustomField12Caption Captions Text 16 CustomField13Caption Captions Text 16 CustomField14Caption Captions Text 16 CustomField15Caption Captions Text 16 CustomField16Caption Captions Text 16 CustomField1Caption Captions Text 16 CustomField2Caption Captions Text 16 CustomField3Caption Captions Text 16 CustomField4Caption Captions Text 16 CustomField5Caption Captions Text 16 CustomField6Caption Captions Text 16 CustomField7Caption Captions Text 16 CustomField8Caption Captions Text 16 CustomField9Caption Captions Text 16 CustomPart1 Captions Text 16 CustomPart10 Captions Text 16 CustomPart11 Captions Text 16 CustomPart12 Captions Text 16 CustomPart13 Captions Text 16

ePAC EAM/CMMS 155

Field Name Table Name DataType FieldSize CustomPart14 Captions Text 16 CustomPart15 Captions Text 16 CustomPart16 Captions Text 16 CustomPart2 Captions Text 16 CustomPart3 Captions Text 16 CustomPart4 Captions Text 16 CustomPart5 Captions Text 16 CustomPart6 Captions Text 16 CustomPart7 Captions Text 16 CustomPart8 Captions Text 16 CustomPart9 Captions Text 16 CustomReport ReportDefinitions Yes/No CycleStartReading MeterPlan Long Integer DataType DatabaseInfo Text 50 ReportPrompts Integer Date TempLabels Date Date1 MaintRecordTypeData Date MaintRecordTypeLabels Text 20 Date2 MaintRecordTypeData Date MaintRecordTypeLabels Text 20 Date3 MaintRecordTypeData Date MaintRecordTypeLabels Text 20

156

Field Name Table Name DataType FieldSize Date4 MaintRecordTypeData Date MaintRecordTypeLabels Text 20 DateBegin PlantShutdown Date DateEnd PlantShutdown Date DateReceived Labels Date PartFifo Date DaysToCharge CorporateAdmin Long Integer Defaults Long Integer DBVersion CorporateAdmin Text 6 Defaults Text 6 DefaultAcctCode CorporateAdmin Text 24 Defaults Text 24 DefaultChargeDept CorporateAdmin Text 25 Defaults Text 25 DefaultFacilityID CorporateAdmin Text 8 Defaults Text 8 DefaultReasonCode CorporateAdmin Text 6 Defaults Text 6 DefaultSave Layouts Yes/No DefaultStoreRoom CorporateAdmin Text 8 Defaults Text 8 Defect1 Captions Text 12 JobRecord Text 12 JobRecordHistory Text 12 WorkHistory Text 4

ePAC EAM/CMMS 157

Field Name Table Name DataType FieldSize Defect2 Captions Text 12 JobRecord Text 12 JobRecordHistory Text 12 WorkHistory Text 4 Defect3 Captions Text 12 JobRecord Text 12 JobRecordHistory Text 12 WorkHistory Text 4 Defect4 Captions Text 12 JobRecord Text 12 JobRecordHistory Text 12 WorkHistory Text 4 Defect5 Captions Text 12 JobRecord Text 12 JobRecordHistory Text 12 WorkHistory Text 4 Defect6 Captions Text 12 JobRecord Text 12 JobRecordHistory Text 12 WorkHistory Text 4 DefectNumber DefectSummary Integer Delivery Supplier Text 15 DeliveryDate POLineItems Date POLineItemsHistory Date Department Requestor Text 10 ServiceRequest Text 10 DeptDate TechnicianList Date Description AccountCodes Text 50 AccountType Text 50 Area Text 40 ChargeDepartment Text 38

158

Field Name Table Name DataType FieldSize Description ClassCode Text 60 CommodityCode Text 50 ContractorTypes Text 40 CorporateItems Text 50 CycleCount Text 50 DedicatedPartList Text 50 Defects1 Text 50 Defects2 Text 50 Defects3 Text 50 Defects4 Text 50 Defects5 Text 50 Defects6 Text 50 Equipment Text 40 EquipmentClasses Text 40 EquipmentImages Text 60 EquipmentPriority Text 38 EquipmentZones Text 40 FacilityID Text 50 FOB Text 50 JobParts Text 50 JobPriority Text 24 JobType Text 38 Labels Text 50 LaborGroup Text 40 Location Text 50 MaintRecordTypeDropdowns Text 50 MaintRecordTypes Text 50 MaterialPlan Text 50 MeterPlanImages Text 60 MfgCode Text 60 Models Text 40 NonPartMaster Text 50 PartImages Text 60 PartMaster Text 50 PartPriority Text 24 Paste Errors Text 255 PlantHoliday Text 40 PlantShutdown Text 40 PMGroup Text 50 POImages Text 60 POLineItems Text 50 POLineItemsHistory Text 50

ePAC EAM/CMMS 159

Field Name Table Name DataType FieldSize Description ProjectCategory Text 50 ProjectPhase Text 50 ProjectType Text 50 RCMGroup Text 50 ReasonCode Text 50 ReportDefinitions Text 40 ReportPrompts Text 40 RequisitionLineItems Text 50 RequisitionLineItemsHistory Text 50 ROImages Text 60 ServicePlan Text 50 ServiceRequest Memo 1073741823 ShipVia Text 50 SkipDates Text 40 StatusType Text 24 StoreRoom Text 50 SubAccountCodes Text 25 SubLevel Text 38 SupplierTypes Text 40 TechnicianIllness Text 40 TechnicianImages Text 60 TechnicianNA Text 40 TechnicianTraining Text 40 TechType Text 20 TempLabels Text 50 TimePlanImages Text 60 TransactionCode Text 50 Details JobRecord Memo 1073741823 JobRecordHistory Memo 1073741823 WorkHistory Memo 1073741823 Downtime DefectSummary Long Integer EquipmentSummary Long Integer DowntimeStart JobRecord Text 5 JobRecordHistory Text 5 WorkHistory Text 5 DowntimeStartDate JobRecord Date JobRecordHistory Date WorkHistory Date

160

Field Name Table Name DataType FieldSize DowntimeStop JobRecord Text 5 JobRecordHistory Text 5 WorkHistory Text 5 DowntimeStopDate JobRecord Date JobRecordHistory Date WorkHistory Date DrawingNumber Equipment Text 18 DrawingNumberCaption Captions Text 10 EarlyRelease MeterPlan Long Integer Email Requestor Text 40 TechnicianList Text 40 EMailAddress Contractor Text 40 Supplier Text 40 EmailDate EmailHistory Date EmailType EmailHistory Text 20 EmergencyName TechnicianList Text 36 EmergencyPhone TechnicianList Text 20 EmergencyPhone1 Contractor Text 20 EmergencyPhone2 Contractor Text 20 EndDate AccountCodes Date ChargeDepartment Date JobHours Date SubAccountCodes Date TechnicianNA Date Warranty Date EndTime JobHours Text 5

ePAC EAM/CMMS 161

Field Name Table Name DataType FieldSize EOQDate CorporateAdmin Date Defaults Date EOQTime CorporateAdmin Text 5 Defaults Text 5 eqprocess RequisitionHeader Yes/No RequisitionHeaderHistory Yes/No Equipment BlanketList Text 20 DefectSummary Text 20 Equipment Text 20 EquipmentImages Text 20 EquipmentSummary Text 20 EquipmentUtilHistory Text 20 EquipmentUtilization Text 20 Financial Text 20 JobParts Text 20 JobPlan Text 20 JobRecord Text 20 JobRecordHistory Text 20 MaintRecordTypeData Text 20 MeterPlan Text 20 MeterPlanImages Text 20 PartHistory Text 20 ServiceRequest Text 20 SubLevel Text 20 TimePlan Text 20 TimePlanImages Text 20 Warranty Text 20 WorkHistory Text 20 WorkList Text 20 EquipmentCaption Captions Text 10 EquipmentNumber Equipment Text 18 EquipmentNumberCaption Captions Text 10 EstCost LaborPlan Currency EstCrew LaborPlan Long Integer

162

Field Name Table Name DataType FieldSize EstFin LaborPlan Date EstHours LaborPlan Single TimePlan Single EstimatedCost JobRecord Currency JobRecordHistory Currency MeterPlan Currency TimePlan Currency WorkHistory Currency EstimatedFinishDate JobRecord Date JobRecordHistory Date WorkHistory Date EstimatedLife Equipment Long Integer EstimatedManhours JobRecord Single JobRecordHistory Single WorkHistory Single EstNonProductionHours JobRecord Single JobRecordHistory Single WorkHistory Single EstProductionHours JobRecord Single JobRecordHistory Single WorkHistory Single ExpDate JobParts Date ExpirationDate TechnicianHistory Date ExpMeter JobParts Long Integer ExtType DocTypes Text 50

ePAC EAM/CMMS 163

Field Name Table Name DataType FieldSize FacilityID ABCFile Text 8 AccountCodes Text 8 AccountType Text 8 Area Text 8 BlanketList Text 8 Captions Text 8 ChargeDepartment Text 8 ClassCode Text 8 CommodityCode Text 8 Contractor Text 8 ContractorTypes Text 8 Counters Text 8 CycleCount Text 8 DedicatedPartList Text 8 Defaults Text 8 Defects1 Text 8 Defects2 Text 8 Defects3 Text 8 Defects4 Text 8 Defects5 Text 8 Defects6 Text 8 DefectSummary Text 8 DocTypes Text 8 EmailHistory Text 8 Equipment Text 8 EquipmentClasses Text 8 EquipmentImages Text 8 EquipmentPriority Text 8 EquipmentStatus Text 8 EquipmentSummary Text 8 EquipmentUtilHistory Text 8 EquipmentUtilization Text 8 EquipmentZones Text 8 FacilityID Text 8 Financial Text 8 FOB Text 8 InternalContacts Text 8 InventoryUpload Text 8 JobHours Text 8 JobParts Text 8

164

Field Name Table Name DataType FieldSize FacilityID JobPlan Text 8 JobPriority Text 8 JobRecord Text 8 JobRecordHistory Text 8 JobType Text 8 Labels Text 8 LaborGroup Text 8 LaborGroupRates Text 8 LaborPlan Text 8 LayoutColumns Text 8 Layouts Text 8 ListBarItems Text 8 Location Text 8 MaintRecordTypeData Text 8 MaintRecordTypeDropdowns Text 8 MaintRecordTypeLabels Text 8 MaintRecordTypes Text 8 MaterialPlan Text 8 MeterPlan Text 8 MeterPlanImages Text 8 MeterPlanTasks Text 8 MfgCode Text 8 MinMax Text 8 Models Text 8 NonPartMaster Text 8 OrderMeasures Text 8 PartFifo Text 8 PartHistory Text 8 PartImages Text 8 PartLocation Text 8 PartMaster Text 8 PartMfg Text 8 PartPriority Text 8 PartSupplier Text 8 Paste Errors Text 255 PlantHoliday Text 8 PlantShutdown Text 8 PMGroup Text 8 POHeader Text 8 POHeaderHistory Text 8 POImages Text 8 POLineItems Text 8

ePAC EAM/CMMS 165

Field Name Table Name DataType FieldSize FacilityId POLineItemsHistory Text 8 PopUpEntries Text 8 POReqxref Text 8 ProjectCategory Text 8 ProjectDetail Text 8 ProjectPhase Text 8 Projects Text 8 ProjectType Text 8 RCM_Action Text 8 RCM_Cause Text 8 RCM_Problem Text 8 RCMGroup Text 8 ReasonCode Text 8 ReportDefinitions Text 8 ReportPrompts Text 8 Requestor Text 8 RequiredFields Text 8 RequisitionHeader Text 8 RequisitionHeaderHistory Text 8 RequisitionLineItems Text 8 RequisitionLineItemsHistory Text 8 ROImages Text 8 SavedQueries Text 8 SecurityGroup Text 8 SecurityIds Text 8 SecurityRights Text 8 SecuritySelections Text 8 ServicePlan Text 8 ServiceRequest Text 8 Shifts Text 8 ShipVia Text 8 SkipDates Text 8 StatusType Text 8 StockingLocation Text 8 StockMeasures Text 8 StoreRoom Text 8 SubAccountCodes Text 8 SubLevel Text 8 Supplier Text 8 SupplierTypes Text 8 Table Names Text 8 TaskInstructions Text 8

166

Field Name Table Name DataType FieldSize FacilityID TechLaborGroup Text 8 TechnicianHistory Text 8 TechnicianIllness Text 8 TechnicianImages Text 8 TechnicianList Text 8 TechnicianNA Text 8 TechnicianTraining Text 8 TechType Text 8 TempLabels Text 8 TimePlan Text 8 TimePlanImages Text 8 TransactionCode Text 8 UserLog Text 8 Warranty Text 8 WOEmail Text 8 WorkHistory Text 8 WorkList Text 8 FacilityIDCaption Captions Text 16 Fax Contractor Text 13 Location Text 20 MfgCode Text 50 Requestor Text 40 Field1Name ReportPrompts Text 20 Field1Width ReportPrompts Double Field2Name ReportPrompts Text 20 Field2Width ReportPrompts Double FieldCode MaintRecordTypeDropdowns Text 20 FieldID MaintRecordTypeDropdowns Long Integer FieldList Layouts Memo 1073741823 FieldName LayoutColumns Text 30 PopUpEntries Text 50 RequiredFields Text 20

ePAC EAM/CMMS 167

Field Name Table Name DataType FieldSize FieldSize DatabaseInfo Text 50 FIFODate PartHistory Date FileName EquipmentImages Text 255 MeterPlanImages Text 255 PartImages Text 255 POImages Text 255 ROImages Text 255 TechnicianImages Text 255 TimePlanImages Text 255 FinishDate JobPlan Date Projects Date FOB POHeader Text 15 POHeaderHistory Text 15 RequisitionHeader Text 15 RequisitionHeaderHistory Text 15 FollowUp JobRecord Yes/No JobRecordHistory Yes/No WorkHistory Yes/No ForcedRelease JobPlan Yes/No ForceRelease TimePlan Yes/No Forecast CorporateAdmin Integer Defaults Integer FormCaption PopUpEntries Text 50 FormName RequiredFields Text 20 Forms ReportDefinitions Integer FormulaName ReportPrompts Text 20 FreightTerms Supplier Text 15

168

Field Name Table Name DataType FieldSize FreightTotal POHeader Currency POHeaderHistory Currency FromDate SkipDates Date GeneratedPlan JobRecord Yes/No JobRecordHistory Yes/No WorkHistory Yes/No GroupDescription SecurityGroup Text 40 GroupID SecurityGroup Text 10 SecurityIds Text 10 GroupName ListBarItems Text 50 GroupNumber ListBarItems Long Integer HandheldPort CorporateAdmin Integer Defaults Integer HeaderNumber ReportPrompts Long Integer HireDate TechnicianList Date History CorporateAdmin Integer Defaults Integer HistoryDays MinMax Long Integer HolidayDate PlantHoliday Date Hours JobHours Integer MeterPlanTasks Double Shifts Double Hours1 MeterPlan Single Hours2 MeterPlan Single Hours3 MeterPlan Single

ePAC EAM/CMMS 169

Field Name Table Name DataType FieldSize Hours4 MeterPlan Single Hours5 MeterPlan Single IDCode1 EmailHistory Text 20 IDCode2 EmailHistory Text 20 IDCode3 EmailHistory Text 20 IDCode4 EmailHistory Text 20 IDNumber1 EmailHistory Long Integer IDNumber2 EmailHistory Long Integer IllnessDate TechnicianIllness Date Image JobRecord Text 40 JobRecordHistory Text 40 MeterPlan Text 80 TaskInstructions Text 80 TimePlan Text 80 WorkHistory Text 40 ImagePath CorporateAdmin Text 60 Defaults Text 60 InAccount CorporateAdmin Text 24 Defaults Text 24 PartMaster Text 24 InactiveMinutes CorporateAdmin Long Integer Defaults Long Integer IncludeAcctTax Defaults Yes/No IncludeInTotalOH PartLocation Yes/No InitializationDate TimePlan Date

170

Field Name Table Name DataType FieldSize InitializedDate Warranty Date InQty PartHistory Double InServiceDate Equipment Date InsidePhone Supplier Text 20 InsideSales Supplier Text 30 InsideTech1 Supplier Text 30 InsideTech1Phone Supplier Text 20 InsideTech2 Supplier Text 30 InsideTech2Phone Supplier Text 20 Instructions JobRecord Memo 1073741823 JobRecordHistory Memo 1073741823 WorkHistory Memo 1073741823 IntervalTotal EquipmentUtilHistory Long Integer EquipmentUtilization Long Integer IntervalType TimePlan Text 6 InventoryType PartMaster Text 1 IssueDate BlanketList Date JobPlan Date POHeader Date POHeaderHistory Date WorkList Date ItemCost CycleCount Currency ItemName ListBarItems Text 50 ItemNumber ListBarItems Long Integer

ePAC EAM/CMMS 171

Field Name Table Name DataType FieldSize JobCloseDate JobRecord Date JobRecordHistory Date WorkHistory Date JobCloseTime JobRecord Text 5 JobRecordHistory Text 5 WorkHistory Text 5 JobCost JobRecord Currency JobRecordHistory Currency WorkHistory Currency JobNumber BlanketList Long Integer JobHours Long Integer JobParts Long Integer JobPlan Long Integer JobRecord Long Integer JobRecordHistory Long Integer PartHistory Long Integer POLineItems Long Integer POLineItemsHistory Long Integer RequisitionHeader Long Integer RequisitionHeaderHistory Long Integer RequisitionLineItems Long Integer RequisitionLineItemsHistory Long Integer ROImages Long Integer ServiceRequest Long Integer WorkHistory Long Integer WorkList Long Integer JobOpenDate JobRecord Date JobRecordHistory Date WorkHistory Date JobOpenTime JobRecord Text 5 JobRecordHistory Text 5 WorkHistory Text 5 JobPriorityCaption Captions Text 16 JobType JobType Text 18

172

Field Name Table Name DataType FieldSize JobTypeCode JobRecord Text 18 JobRecordHistory Text 18 MeterPlan Text 18 TimePlan Text 18 WorkHistory Text 18 Label1 PopUpEntries Text 50 Label2 PopUpEntries Text 50 LabelPrinterPort CorporateAdmin Text 80 Defaults Text 80 LaborCost JobRecord Currency JobRecordHistory Currency WorkHistory Currency LaborGroup JobPlan Text 9 JobRecord Text 9 JobRecordHistory Text 9 LaborPlan Text 9 MeterPlan Text 9 TechLaborGroup Text 9 TechnicianList Text 9 TimePlan Text 9 WorkHistory Text 9 WorkList Text 9 LaborGroupCaption Captions Text 10 LaborLTD Financial Currency LaborMTD Financial Currency LaborYTD Financial Currency LastCompletedDate TimePlan Date LastDate MeterPlan Date LastMeter MeterPlan Long Integer

ePAC EAM/CMMS 173

Field Name Table Name DataType FieldSize LastPMPerformed MeterPlan Integer LastPrice PartSupplier Currency LastPriceDate PartSupplier Date LastReleaseDate MeterPlan Date TimePlan Date LeadTime MinMax Integer PartMaster Integer PartSupplier Integer RequisitionLineItems Integer RequisitionLineItemsHistory Integer Length ReportDefinitions Integer LetterSeq MeterPlan Memo 1073741823 LineDowntime JobRecord Text 6 JobRecordHistory Text 6 WorkHistory Text 6 LineDowntimeCaption Captions Text 16 LineDowntimeNumber JobRecord Long Integer JobRecordHistory Long Integer WorkHistory Long Integer LineNum POLineItems Integer POLineItemsHistory Integer RequisitionLineItems Integer RequisitionLineItemsHistory Integer LineNumber JobRecord Integer JobRecordHistory Integer WorkHistory Integer Location Equipment Text 16 LocationCaption Captions Text 16

174

Field Name Table Name DataType FieldSize LocationDescription Requestor Text 50 LocationID Location Text 16 Requestor Text 16 ServiceRequest Text 16 LocationName CorporateAdmin Text 40 Defaults Text 40 Lockout Equipment Memo 1073741823 LogApp UserLog Text 20 LogDate UserLog Date Logical1 MaintRecordTypeData Yes/No MaintRecordTypeLabels Text 20 Logical2 MaintRecordTypeData Yes/No MaintRecordTypeLabels Text 20 LogicalEmail TechnicianList Yes/No LogicalPager TechnicianList Yes/No LoginGrpID SecurityRights Text 10 LoginID LayoutColumns Text 10 Layouts Text 10 SecurityIds Text 10 UserLog Text 10 Lot RequisitionLineItems Long Integer RequisitionLineItemsHistory Long Integer LotSize PartMaster Long Integer MachineDowntime JobRecord Long Integer JobRecordHistory Long Integer WorkHistory Long Integer

ePAC EAM/CMMS 175

Field Name Table Name DataType FieldSize MachineDowntimeCaption Captions Text 16 MAD CorporateAdmin Single Defaults Single Manhours EquipmentSummary Single ManualDate1 TimePlan Text 5 ManualDate10 TimePlan Text 5 ManualDate11 TimePlan Text 5 ManualDate12 TimePlan Text 5 ManualDate2 TimePlan Text 5 ManualDate3 TimePlan Text 5 ManualDate4 TimePlan Text 5 ManualDate5 TimePlan Text 5 ManualDate6 TimePlan Text 5 ManualDate7 TimePlan Text 5 ManualDate8 TimePlan Text 5 ManualDate9 TimePlan Text 5 Manufacturer Equipment Text 18 MarkPOItemsTaxable CorporateAdmin Yes/No Defaults Yes/No Mask ReportPrompts Text 32 MaterialCost JobRecord Currency JobRecordHistory Currency WorkHistory Currency

176

Field Name Table Name DataType FieldSize MaterialsLTD Financial Currency MaterialsMTD Financial Currency MaterialsYTD Financial Currency MaxLength1 PopUpEntries Long Integer MaxLength2 PopUpEntries Long Integer MaxLevel Labels Double PartLocation Double PartMaster Double MaxLevels TempLabels Double MenuCaption ReportDefinitions Text 40 MenuOption SecuritySelections Text 40 Meter1 Equipment Text 9 Meter1Reading Equipment Long Integer Meter1Reset Equipment Yes/No Meter1Total Equipment Double Meter2 Equipment Text 9 Meter2Reading Equipment Long Integer Meter2Reset Equipment Yes/No Meter2Total Equipment Double MeterName EquipmentUtilHistory Text 9 EquipmentUtilization Text 9 MeterPlan Text 9

ePAC EAM/CMMS 177

Field Name Table Name DataType FieldSize MeterReading JobRecord Long Integer JobRecordHistory Long Integer WorkHistory Long Integer MeterUnit MeterPlan Long Integer MfgCode Labels Text 18 MfgCode Text 18 PartMaster Text 18 PartMfg Text 18 POLineItems Text 18 POLineItemsHistory Text 18 RequisitionLineItems Text 18 RequisitionLineItemsHistory Text 18 TempLabels Text 18 Warranty Text 18 MfgNumber Labels Text 32 TempLabels Text 32 MfgPartNumber DedicatedPartList Text 32 PartMaster Text 32 PartMfg Text 32 POLineItems Text 32 POLineItemsHistory Text 32 RequisitionLineItems Text 32 RequisitionLineItemsHistory Text 32 MfgPartNumberCaption Captions Text 16 MinimumDays TimePlan Integer MinLevel Labels Double PartLocation Double PartMaster Double TempLabels Double MinMaxPercent CorporateAdmin Single Defaults Single Minutes JobHours Integer

178

Field Name Table Name DataType FieldSize MobilePhone Contractor Text 13 Model Equipment Text 30 JobRecord Text 30 JobRecordHistory Text 30 Models Text 30 WorkHistory Text 30 Module LayoutColumns Text 20 Layouts Text 20 ModuleTable SecuritySelections Text 40 Multiple MeterPlanTasks Long Integer Multiple1 MeterPlan Integer Multiple2 MeterPlan Integer Multiple3 MeterPlan Integer Multiple4 MeterPlan Integer Name Contractor Text 36 JobHours Text 36 RequisitionLineItems Text 36 RequisitionLineItemsHistory Text 36 SecurityIds Text 36 Supplier Text 36 TechnicianList Text 36 NewMax MinMax Single NewMin MinMax Single NextDate TimePlan Date NextJobNumber Counters Long Integer NextPONumber Counters Long Integer

ePAC EAM/CMMS 179

Field Name Table Name DataType FieldSize NextReference Counters Long Integer NextRequisitionNumber Counters Long Integer NextScheduleNo Counters Long Integer Notes Contractor Memo 1073741823 Equipment Memo 1073741823 LaborGroup Memo 1073741823 Location Memo 1073741823 PartMaster Memo 1073741823 POHeader Memo 1073741823 POHeaderHistory Memo 1073741823 POLineItems Memo 1073741823 POLineItemsHistory Memo 1073741823 Projects Memo 1073741823 Requestor Memo 1073741823 RequisitionHeader Memo 1073741823 RequisitionHeaderHistory Memo 1073741823 RequisitionLineItems Memo 1073741823 RequisitionLineItemsHistory Memo 1073741823 SubLevel Memo 1073741823 Supplier Memo 1073741823 TaskInstructions Memo 1073741823 TechnicianList Memo 1073741823 NumberTech MeterPlanTasks Long Integer NumberTech1 MeterPlan Integer NumberTech2 MeterPlan Integer NumberTech3 MeterPlan Integer NumberTech4 MeterPlan Integer NumberTech5 MeterPlan Integer NumberTechs TimePlan Integer

180

Field Name Table Name DataType FieldSize Numeric1 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 Numeric2 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 Occurences DefectSummary Long Integer EquipmentSummary Long Integer JobRecord Integer JobRecordHistory Integer WorkHistory Integer OldMax MinMax Single OldMin MinMax Single OnHand CycleCount Double MinMax Single NonPartMaster Long Integer PartLocation Double PartMaster Double OnOrder PartMaster Double RequisitionLineItems Double RequisitionLineItemsHistory Double OnSite Supplier Text 30 OrderCost PartMaster Currency RequisitionLineItems Currency RequisitionLineItemsHistory Currency OrderDescription OrderMeasures Text 32 OrderMeasure CycleCount Text 6 OrderMeasures Text 6 PartMaster Text 6 POLineItems Text 6 POLineItemsHistory Text 6 RequisitionLineItems Text 6

ePAC EAM/CMMS 181

RequisitionLineItemsHistory Text 6 StockMeasures Text 6 Orientation ReportDefinitions Integer OriginalCost Equipment Double OriginatingWO JobRecord Long Integer JobRecordHistory Long Integer OtherLTD Financial Currency OtherMatLTD Financial Currency OtherMatMTD Financial Currency OtherMatYTD Financial Currency OtherMTD Financial Currency OtherPrinter CorporateAdmin Text 80 Defaults Text 80 OtherYTD Financial Currency OutAccount CorporateAdmin Text 24 Defaults Text 24 PartMaster Text 24 OutQty PartHistory Double OutsidePhone Supplier Text 20 OutsideSales Supplier Text 30 PagerNumber TechnicianList Text 20 Parent Equipment Text 20 PartNumber ABCFile Text 32 CorporateItems Text 32 CycleCount Text 32 DedicatedPartList Text 32

182

Field Name Table Name DataType FieldSize PartNumber InventoryUpload Text 32 JobParts Text 32 Labels Text 32 MaterialPlan Text 32 MinMax Text 32 NonPartMaster Text 32 PartFifo Text 32 PartHistory Text 32 PartImages Text 32 PartLocation Text 32 PartMaster Text 32 PartMfg Text 32 PartSupplier Text 32 POLineItems Text 32 POLineItemsHistory Text 32 RequisitionLineItems Text 32 RequisitionLineItemsHistory Text 32 TempLabels Text 32 PartsCost JobRecord Currency JobRecordHistory Currency WorkHistory Currency PartsListID DedicatedPartList Text 40 Equipment Text 40 Password Requestor Text 10 SecurityIds Text 10 PastUsage RequisitionLineItems Long Integer RequisitionLineItemsHistory Long Integer PaymentTerms POHeader Text 15 POHeaderHistory Text 15 RequisitionHeader Text 15 RequisitionHeaderHistory Text 15 Supplier Text 15 PDAWorkOrder JobRecord Text 20 JobRecordHistory Text 20 WorkHistory Text 20

ePAC EAM/CMMS 183

Field Name Table Name DataType FieldSize Percentage ABCFile Single Period DefectSummary Text 6 EquipmentSummary Text 6 PartHistory Text 6 PermLocation PartLocation Yes/No Phase JobRecord Text 16 JobRecordHistory Text 16 POHeader Text 16 POHeaderHistory Text 16 POLineItems Text 16 POLineItemsHistory Text 16 ProjectDetail Text 16 ProjectPhase Text 16 RequisitionLineItems Text 16 RequisitionLineItemsHistory Text 16 WorkHistory Text 16 Phone Contractor Text 20 MfgCode Text 50 TechnicianList Text 20 Phone1 Supplier Text 20 Phone2 Supplier Text 20 Phone3 Supplier Text 20 PlanJobTypeCode LaborPlan Text 18 PlanJobTypeDescr LaborPlan Text 40 PlanMemo LaborPlan Memo 1073741823 PlanPriority LaborPlan Text 1 PlanStatus LaborPlan Text 1 PlanStatusDescr LaborPlan Text 40

184

Field Name Table Name DataType FieldSize PlanTaskTitle LaborPlan Text 38 PMGroupID MeterPlan Text 8 PMGroup Text 8 TimePlan Text 8 PMItem MaterialPlan Yes/No PMLevel JobPlan Integer MeterPlanTasks Long Integer POAmount TechType Currency POAutoClose CorporateAdmin Yes/No Defaults Yes/No POChargeDept CorporateAdmin Text 25 Defaults Text 25 POClose POReqxref Yes/No POCreated RequisitionHeader Yes/No RequisitionHeaderHistory Yes/No POLine MaterialPlan Long Integer ServicePlan Long Integer POLineNo PartHistory Integer POLineNumber POReqxref Integer POLineStatus POLineItems Text 10 POLineItemsHistory Text 10 PONotes PartMaster Memo 1073741823 PONum MaterialPlan Long Integer ServicePlan Long Integer PONumber PartHistory Long Integer POHeader Long Integer

ePAC EAM/CMMS 185

Field Name Table Name DataType FieldSize PONumber POHeaderHistory Long Integer POImages Long Integer POLineItems Long Integer POLineItemsHistory Long Integer POReqxref Text 50 RequisitionHeader Long Integer RequisitionHeaderHistory Long Integer POPrinter CorporateAdmin Text 80 Defaults Text 80 PopUpID PopUpEntries Long Integer PopUpTable PopUpEntries Text 50 POReqAmount TechType Currency PORevise POReqxref Yes/No Posted CycleCount Yes/No PostedDate CycleCount Date PrimaryContact Contractor Text 40 Location Text 30 PrimaryExt Location Text 5 PrimaryMfg PartMfg Yes/No PrimarySupplier PartSupplier Yes/No PrimaryTelephone Location Text 20 PrintDedicatedPart JobRecord Yes/No JobRecordHistory Yes/No MeterPlan Yes/No TimePlan Yes/No WorkHistory Yes/No

186

Field Name Table Name DataType FieldSize Printed JobRecord Yes/No JobRecordHistory Yes/No WorkHistory Yes/No PrintImage MeterPlan Yes/No TaskInstructions Yes/No TimePlan Yes/No PrintImages CorporateAdmin Yes/No Defaults Yes/No PrintToScreen ReportDefinitions Yes/No PrintWO Defaults Yes/No Priority Equipment Text 1 JobRecord Text 2 JobRecordHistory Text 2 MeterPlanTasks Text 1 PartMaster Integer TimePlan Text 2 WorkHistory Text 1 Priority1 MeterPlan Text 2 Priority2 MeterPlan Text 2 Priority3 MeterPlan Text 2 Priority4 MeterPlan Text 2 Priority5 MeterPlan Text 2 PriorityCode Equipment Text 18 EquipmentPriority Text 18 ProblemCode RCM_Action Text 12 RCM_Cause Text 12 RCM_Problem Text 12

ePAC EAM/CMMS 187

Field Name Table Name DataType FieldSize ProcStatus PartHistory Text 1 PartMaster Text 1 POHeader Text 1 POHeaderHistory Text 1 POLineItems Text 1 POLineItemsHistory Text 1 Project POHeader Text 16 POHeaderHistory Text 16 POLineItems Text 16 POLineItemsHistory Text 16 ProjectDetail Text 16 Projects Text 15 RequisitionLineItems Text 16 RequisitionLineItemsHistory Text 16 ProjectCode JobRecord Text 15 JobRecordHistory Text 15 WorkHistory Text 15 Projected TimePlan Text 53 ProjectedIssue JobPlan Date WorkList Date ProjectedIssueDate JobRecord Date JobRecordHistory Date WorkHistory Date ProjIss LaborPlan Date Qty Labels Long Integer MaterialPlan Long Integer RequisitionLineItems Double RequisitionLineItemsHistory Double ServicePlan Long Integer TempLabels Long Integer QtyVariance CycleCount Double

188

Field Name Table Name DataType FieldSize Quantity ABCFile Single DedicatedPartList Double InventoryUpload Long Integer JobParts Single PartFifo Double POLineItems Double POLineItemsHistory Double QueryLogin SavedQueries Text 10 QueryName Layouts Text 80 SavedQueries Text 80 QueryText SavedQueries Memo 1073741823 QueryType SavedQueries Long Integer Rank PartLocation Long Integer TechLaborGroup Long Integer Rate LaborGroupRates Currency RateCode JobHours Text 12 RateDesc LaborGroupRates Text 12 RateValue JobHours Currency RCMGroup Captions Text 16 Equipment Text 50 RCMGroupCode RCM_Problem Text 12 RCMGroup Text 12 ReadingDate EquipmentUtilHistory Date EquipmentUtilization Date Reason EmailHistory Text 50 ReasonCode PartHistory Text 6 ReasonCode Text 6

ePAC EAM/CMMS 189

Field Name Table Name DataType FieldSize ReceivedBy PartHistory Text 10 ReceivedQty POLineItems Double POLineItemsHistory Double ReceivePartUser1Caption Captions Text 16 RecipAddress EmailHistory Text 50 RecipType EmailHistory Text 20 RecordNumber CycleCount Long Integer EquipmentUtilHistory Long Integer EquipmentUtilization Long Integer JobHours Long Integer JobParts Long Integer JobPlan Long Integer PartFifo Long Integer PartHistory Long Integer UserLog Long Integer WorkList Long Integer RecordStatus AccountCodes Text 1 AccountType Text 1 Area Text 1 ChargeDepartment Text 1 ClassCode Text 1 CommodityCode Text 1 Contractor Text 1 ContractorTypes Text 1 Defects1 Text 1 Defects2 Text 1 Defects3 Text 1 Defects4 Text 1 Defects5 Text 1 Defects6 Text 1 EquipmentClasses Text 1 EquipmentPriority Text 1 EquipmentZones Text 1 FacilityID Text 1 FOB Text 1

190

Field Name Table Name DataType FieldSize RecordStatus JobPriority Text 1 JobType Text 1 LaborGroup Text 1 Location Text 1 MaintRecordTypes Text 1 MeterPlan Text 1 MfgCode Text 1 Models Text 1 PartMfg Text 1 PartPriority Text 1 PartSupplier Text 1 PMGroup Text 1 ProjectCategory Text 1 ProjectDetail Text 1 ProjectPhase Text 1 Projects Text 1 ProjectType Text 1 RCMGroup Text 1 ReasonCode Text 1 Requestor Text 1 Shifts Text 1 ShipVia Text 1 SubAccountCodes Text 1 Supplier Text 1 SupplierTypes Text 1 TaskInstructions Text 1 TechnicianHistory Text 1 TechnicianIllness Text 1 TechnicianImages Text 1 TechnicianList Text 1 TechnicianNA Text 1 TechnicianTraining Text 1 TechType Text 1 TimePlan Text 1 RecordType Equipment Text 20 ReferenceNo JobParts Long Integer PartHistory Long Integer

ePAC EAM/CMMS 191

Field Name Table Name DataType FieldSize RefWO JobRecord Long Integer JobRecordHistory Long Integer WorkHistory Long Integer Release BlanketList Yes/No WorkList Yes/No Repaired PartHistory Yes/No RepairOrderNo PartHistory Text 11 ReportFileName ReportDefinitions Text 40 ReportPrompts Text 50 ReportPath CorporateAdmin Text 60 Defaults Text 60 ReqLine MaterialPlan Long Integer ServicePlan Long Integer ReqLineNumber POReqxref Integer ReqNum MaterialPlan Long Integer ServicePlan Long Integer ReqNumber POHeader Long Integer POHeaderHistory Long Integer POLineItems Long Integer POLineItemsHistory Long Integer POReqxref Text 50 RequisitionHeader Long Integer RequisitionHeaderHistory Long Integer RequisitionLineItems Long Integer RequisitionLineItemsHistory Long Integer ReqProcess POReqxref Yes/No RequestedBy POLineItems Text 36 POLineItemsHistory Text 36 RequisitionLineItems Text 36 RequisitionLineItemsHistory Text 36

192

Field Name Table Name DataType FieldSize RequestNumber JobRecord Text 30 JobRecordHistory Text 30 WorkHistory Text 30 Requestor POLineItems Text 10 POLineItemsHistory Text 10 RequisitionLineItems Text 10 RequisitionLineItemsHistory Text 10 WOEmail Yes/No RequestorID Requestor Text 10 ServiceRequest Text 10 RequestorName Requestor Text 30 ServiceRequest Text 30 Required ReportPrompts Yes/No RequiredFields Yes/No RequiredDate MaterialPlan Date POHeader Date POHeaderHistory Date POLineItems Date POLineItemsHistory Date RequisitionLineItems Date RequisitionLineItemsHistory Date ServicePlan Date ReturnedToStock PartHistory Yes/No Rights SecurityRights Long Integer RimePriority JobRecord Double JobRecordHistory Double WorkHistory Double RimeValue EquipmentPriority Double JobType Double ROPrinter CorporateAdmin Text 80 Defaults Text 80

ePAC EAM/CMMS 193

Field Name Table Name DataType FieldSize ROSelect EquipmentImages Yes/No MeterPlanImages Yes/No PartImages Yes/No ROImages Yes/No TechnicianImages Yes/No TimePlanImages Yes/No SafetyLevel MinMax Double SalvageValue Equipment Double SchedNum LaborPlan Long Integer MaterialPlan Long Integer ServicePlan Long Integer ScheduledHours TechnicianList Long Integer ScheduleNumber JobPlan Long Integer JobRecord Long Integer JobRecordHistory Long Integer MeterPlan Long Integer MeterPlanImages Long Integer MeterPlanTasks Long Integer TimePlan Long Integer TimePlanImages Long Integer WorkHistory Long Integer WorkList Long Integer ScheduleType TimePlan Text 6 WorkList Text 1 SecondaryContact Contractor Text 40 SecondaryExt Location Text 5 SecondaryTelephone Location Text 20 Security CorporateAdmin Yes/No Defaults Yes/No PopUpEntries Text 50

194

Field Name Table Name DataType FieldSize SeqNum LaborPlan Long Integer Sequence ProjectDetail Long Integer SerialNumber Equipment Text 30 SerialNumberCaption Captions Text 10 ServicesProvided Contractor Text 58 SetName SkipDates Text 10 Shift JobRecord Text 1 JobRecordHistory Text 1 TimePlan Text 1 WorkHistory Text 1 Shift1 MeterPlan Text 1 Shift2 MeterPlan Text 1 Shift3 MeterPlan Text 1 Shift4 MeterPlan Text 1 Shift5 MeterPlan Text 1 ShiftID MeterPlanTasks Text 6 Shifts Text 6 TechnicianList Text 6 ShipAddress1 POHeader Text 40 POHeaderHistory Text 40 RequisitionHeader Text 40 RequisitionHeaderHistory Text 40

ePAC EAM/CMMS 195

Field Name Table Name DataType FieldSize ShipAddress2 POHeader Text 40 POHeaderHistory Text 40 RequisitionHeader Text 40 RequisitionHeaderHistory Text 40 ShipCity POHeader Text 40 POHeaderHistory Text 40 RequisitionHeader Text 40 RequisitionHeaderHistory Text 40 ShipName POHeader Text 40 POHeaderHistory Text 40 RequisitionHeader Text 40 RequisitionHeaderHistory Text 40 ShippingCost POHeader Currency POHeaderHistory Currency ShipTo CorporateAdmin Text 40 Defaults Text 40 ShipVia POHeader Text 15 POHeaderHistory Text 15 RequisitionHeader Text 15 RequisitionHeaderHistory Text 15 ShowScheduleYear TimePlan Integer SignoutNo PartHistory Text 11 SkipSet1 TimePlan Text 10 SkipSet2 TimePlan Text 10 SkipSet3 TimePlan Text 10 SkipSet4 TimePlan Text 10 SkipSet5 TimePlan Text 10 SkipSet6 TimePlan Text 10

196

Field Name Table Name DataType FieldSize SoftReserve PartMaster Long Integer SortFields ReportPrompts Text 20 SpotApprove CorporateAdmin Yes/No Defaults Yes/No SpotMaxAmount CorporateAdmin Currency Defaults Currency SSN TechnicianList Text 11 StartDate AccountCodes Date ChargeDepartment Date JobHours Date JobPlan Date Projects Date Shifts Date SubAccountCodes Date StartTime JobHours Text 5 State Contractor Text 16 Location Text 16 MfgCode Text 50 Requestor Text 16 ServiceRequest Text 16 Supplier Text 16 TechnicianList Text 16 Status BlanketList Text 1 Equipment Text 15 EquipmentStatus Text 50 JobPlan Yes/No JobRecord Text 1 JobRecordHistory Text 1 MaterialPlan Text 10 Paste Errors Text 255 POHeader Text 10 POHeaderHistory Text 10 POLineItems Text 10

ePAC EAM/CMMS 197

Field Name Table Name DataType FieldSize Status POStatus Text 10 Projects Text 10 RequisitionHeader Text 10 RequisitionHeaderHistory Text 10 RequisitionLineItems Text 10 RequisitionLineItemsHistory Text 10 ServicePlan Text 10 StatusType Text 1 WOEmail Text 1 WorkHistory Text 1 StatusDate Equipment Date JobRecord Date JobRecordHistory Date WorkHistory Date Stock DedicatedPartList Yes/No JobParts Yes/No StockAisle StockingLocation Text 4 StockBin StockingLocation Text 12 StockCost PartMaster Currency StockDescription StockMeasures Text 32 StockLocationID CycleCount Long Integer JobParts Long Integer PartFifo Long Integer PartHistory Long Integer PartLocation Long Integer StockingLocation Long Integer StockMeasure PartMaster Text 6 StockMeasures Text 6 StockPart POLineItems Yes/No POLineItemsHistory Yes/No RequisitionLineItems Yes/No RequisitionLineItemsHistory Yes/No

198

Field Name Table Name DataType FieldSize StockRow StockingLocation Text 4 StockUOM MaterialPlan Text 6 StoreRoom StockingLocation Text 8 StoreRoom Text 8 SubAccountCode SubAccountCodes Text 24 SubLevel BlanketList Text 20 DedicatedPartList Text 20 DefectSummary Text 20 JobPlan Text 20 JobRecord Text 20 JobRecordHistory Text 20 MeterPlan Text 20 SubLevel Text 20 TimePlan Text 20 WorkHistory Text 20 WorkList Text 20 SubLevelCaption Captions Text 10 SUID SecurityRights Long Integer SecuritySelections Long Integer Supplier MaterialPlan Text 10 PartMaster Text 10 POHeader Text 10 POHeaderHistory Text 10 ServicePlan Text 10 Supplier Text 10 Warranty Text 10 SupplierID PartHistory Text 10 PartSupplier Text 10 RequisitionHeader Text 10 RequisitionHeaderHistory Text 10 SupplierPrice PartSupplier Currency

ePAC EAM/CMMS 199

Field Name Table Name DataType FieldSize SupplierStockNumber PartSupplier Text 50 SupplierTypes Supplier Text 70 SupportName InternalContacts Text 26 SupportPhone InternalContacts Text 20 TableDef Table Names Text 50 Table Name DatabaseInfo Text 50 ReportPrompts Text 30 TaskCode BlanketList Text 12 JobHours Text 12 JobParts Text 12 JobPlan Text 12 JobRecord Text 12 JobRecordHistory Text 12 LaborPlan Text 12 MaterialPlan Text 12 MeterPlanTasks Text 12 POLineItems Text 12 POLineItemsHistory Text 12 RequisitionLineItems Text 12 RequisitionLineItemsHistory Text 12 ServicePlan Text 12 TaskInstructions Text 12 TimePlan Text 12 WorkHistory Text 12 WorkList Text 12 TaskCode1 MeterPlan Text 12 TaskCode2 MeterPlan Text 12 TaskCode3 MeterPlan Text 12 TaskCode4 MeterPlan Text 12 TaskCode5 MeterPlan Text 12

200

Field Name Table Name DataType FieldSize TaskDescription WorkList Text 38 TaskTitle BlanketList Text 38 JobPlan Text 38 JobRecord Text 38 JobRecordHistory Text 38 WorkHistory Text 38 Taxable PartMaster Yes/No POLineItems Yes/No POLineItemsHistory Yes/No RequisitionLineItems Yes/No RequisitionLineItemsHistory Yes/No TaxAmount POLineItems Double POLineItemsHistory Double RequisitionLineItems Double RequisitionLineItemsHistory Double TaxPercent POLineItems Double POLineItemsHistory Double RequisitionLineItems Double RequisitionLineItemsHistory Double TaxRate Supplier Single TaxTotal POHeader Currency POHeaderHistory Currency Technician JobHours Text 6 JobRecord Text 10 JobRecordHistory Text 10 LaborPlan Text 10 MeterPlan Text 10 PartHistory Text 10 RequisitionLineItems Text 10 RequisitionLineItemsHistory Text 10 TechLaborGroup Text 10 TechnicianHistory Text 10 TechnicianIllness Text 10 TechnicianImages Text 10

ePAC EAM/CMMS 201

Technician TechnicianList Text 10 TechnicianNA Text 10 TimePlan Text 10 WOEmail Yes/No WorkHistory Text 10 TechType TechnicianList Text 9 TechType Text 9 Telephone Requestor Text 20 ServiceRequest Text 20 TelephoneExt Requestor Text 5 ServiceRequest Text 5 Text1 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 Text1Width PopUpEntries Long Integer Text2 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 Text3 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 Text4 MaintRecordTypeData Text 20 MaintRecordTypeLabels Text 20 TimeInterval TimePlan Integer TimeUnit MeterPlan Integer Title Projects Text 40 TaskInstructions Text 38 ToDate SkipDates Date Total EquipmentUtilHistory Long Integer EquipmentUtilization Long Integer Total$ POHeader Currency POHeaderHistory Currency

202

Field Name Table Name DataType FieldSize TotalBO$ POHeader Currency POHeaderHistory Currency TotalCost JobRecord Currency JobRecordHistory Currency WorkHistory Currency TotalHours JobHours Text 6 TotalRec$ POHeader Currency POHeaderHistory Currency Training TechnicianHistory Text 40 TrainingDate TechnicianHistory Date TranCode TransactionCode Text 9 TransCode PartHistory Text 9 TransDate PartHistory Date TransIN PartHistory Long Integer TransOUT PartHistory Long Integer TransTime PartHistory Text 5 Turns CorporateAdmin Integer Defaults Integer Type JobPlan Text 1 JobRecord Text 1 JobRecordHistory Text 1 PartMaster Text 1 POHeader Text 10 POHeaderHistory Text 10 POType Text 10 Projects Text 16 ProjectType Text 16 RequisitionHeader Text 50

ePAC EAM/CMMS 203

Field Name Table Name DataType FieldSize Type RequisitionHeaderHistory Text 50 WorkHistory Text 1 UnderWarranty Equipment Yes/No unit1 RequisitionLineItems Text 4 RequisitionLineItemsHistory Text 4 unit2 RequisitionLineItems Text 4 RequisitionLineItemsHistory Text 4 unit3 RequisitionLineItems Text 4 RequisitionLineItemsHistory Text 4 unit4 RequisitionLineItems Text 4 RequisitionLineItemsHistory Text 4 UOM MaterialPlan Text 6 ServicePlan Text 6 Usage MinMax Long Integer UserDefine1 POLineItems Text 12 POLineItemsHistory Text 12 RequisitionLineItems Text 12 RequisitionLineItemsHistory Text 12 UserDefine2 POLineItems Text 12 POLineItemsHistory Text 12 RequisitionLineItems Text 12 RequisitionLineItemsHistory Text 12 UserDefined1 PartHistory Text 25 UtilSinceLast MeterPlan Long Integer Warranty JobParts Yes/No WarrantyCycleEnd Equipment Long Integer WarrantyDate Equipment Date

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Field Name Table Name DataType FieldSize WarrantyMeterEnd Warranty Long Integer WarrantyMeterStart Warranty Long Integer Width ReportDefinitions Integer WOAmount TechType Currency WONum LaborPlan Long Integer MaterialPlan Long Integer ServicePlan Long Integer WOReqAmount TechType Currency WorkPlan LaborPlan Yes/No WorkWeek Shifts Text 50 WOStatus MeterPlan Text 1 TimePlan Text 1 Zip Contractor Text 10 Location Text 10 MfgCode Text 50 Requestor Text 10 ServiceRequest Text 10 Supplier Text 10 TechnicianList Text 10 Zone Equipment Text 6 EquipmentZones Text 6 ZoneCaption Captions Text 10

ePAC EAM/CMMS 205

Crystal Report Writer

Overview All reports provided in ePAC have been written using Crystal Reports. With this feature, creating custom reports or editing the standard reports is a simple task. Additionally, the Work Order and Purchase Order printouts are created in Crystal.

Designing and Modifying Reports There are two options for creating and/or modifying reports for use within ePAC:

Contract with EPAC Software Technologies, Inc. to write these reports. For more information and a price quotation, please call EPAC Software Technologies, Inc. at (888) 336-3722 ext.4.

Purchase Crystal Reports and design the reports in-house. A thorough knowledge of the ePAC data tables and Crystal Report Writer would be necessary to create custom reports. Call EPAC for more information on Crystal Reports training.

Note: If users modify any of the standard reports included with ePAC, please keep a backup copy as they may be overwritten during any future upgrades that we provide. EPAC does not provide support for Crystal Reports. For any support or questions concerning the modification of existing, or creation of new reports using Crystal Reports, please refer to users Crystal Reports manual or contact Crystal Services technical support department.

E Pac 62 Reference Manual

Documents

Transcript of E Pac 62 Reference Manual