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Training Guide

Training Guide - Inventory Control

This 28-page resource guide is the companion to the Inventory Control training course. Learn how to use X3 for inventory tracking, from establishing inventory records and generating reorder lists to receiving parts and creating meaningful reports.


Data Import Manual

Data Import Tool


The Data Import tool allows you to use data from a spreadsheet to automatically create records in the system. You can also use this tool to make mass updates to existing records. This can save you hours of data entry time.


The process of importing data to the X3 system is based on the following rules:

Scheduler

Course Title: Scheduler

Course Description: The Scheduling tab in eMaint provides the tools you'll need to view your work order queue and your forecast of scheduled PM schedules in a calendar view in order to assign labor resources and effectively manage  your open backlog of work orders. This course will show you how to set up and use the Scheduler tab most effectively,

Length: 90 minutes

Agenda/ Topics

Registration: 
Please contact eMaint Support for live training registration details. (856) 810-2700 x2

Purchasing Management

Course Title: Purchasing Management

Course Description: If you plan to use eMaint for purchasing management, you'll want to take this course to learn how to setup, manage and master the purchasing functions in eMaint.

Length: 60 minutes

Agenda/ Topics
Covered:


  • Introduction
Registration: 
Please contact eMaint Support for live training registration details. (856) 810-2700 x2

Parts / Storeroom Management

Course Title: Parts/Storeroom Management

Course Description: Get on the right path with inventory setup and management with this introductory course. Learn the proper way to add, edit, adjust, and order parts, setup parts suppliers, and create your BOM for your assets.

Length: 60 minutes

Agenda/ Topics Covered:

  • Introduction
  • Accessing Parts List
Registration: 
Please contact eMaint Support for live training registration details. (856) 810-2700 x2

The Data Dictionary

Course Title: Data Dictionary

Course Description: The Data Dictionary is the powerful "engine" that drives the data structures and field  behaviors in eMaint. This course will provide an in-depth review of the most commonly used fields in the data dictionary and how to use them properly. We'll also cover important DOs and DON'Ts that will help you avoid causing damage to your data.

Length: 60 minutes

Registration: 
Please contact eMaint Support for live training registration details. (856) 810-2700 x2

Custom Filter Setup

Course Title: Custom Filter Setup

Course Description: The Custom Filter tools in eMaint enable you to take full advantage of such system features as the Calendar/Scheduler, PM Manager and other PM Utilities, Workflow Manager and Email Templates, Group Closeout, and PO Center. This class will teach you how to properly create, optimize, and manage your Custom Filters for optimum use of the system.

Length: 60 minutes

Registration: 
Please contact eMaint Support for live training registration details. (856) 810-2700 x2

Data Explorer Setup & Use

Course Title: Data Explorer Setup/Use

Course Description: The Data Explorer tool in eMaint is designed to help you create and organize a hierarchical navigation "tree" for your Assets, Parts, Work Orders, PMs, and Contacts so that you can easily drill-down to a specific record or records in the hierarchy. This course will teach you how to set-up and configure your Data Explorer for optimum use.

Length: 30 minutes

Registration: 
Please contact eMaint Support for live training registration details. (856) 810-2700 x2

Graph Outputs for Reporting

Course Title: Graph Outputs for Reporting

Course Description: This advanced course will teach you the key elements required to graph a report and review the different graph outputs options and configurations to create the graphs you need.

Length: 60 minutes

How Often Course Is Offered Every Month: 1
time/ Once a Month

Agenda/ Topics
Covered:


Registration: 
Please contact eMaint Support for live training registration details. (856) 810-2700 x2

How to Manage and Generate PMs

Course Title: How to Manage and Generate PMs 

Course Description: If you are responsible for managing and generating PMs in your organization, then this is a must-attend session for you. This course provides an in-depth review of the different methods available for generating your PMs, as well as tips

Length: 60 minutes

How Often Course Is Offered Every Month: 2 times / Every Other Week

Registration: 
Please contact eMaint Support for live training registration details. (856) 810-2700 x2
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