University

Overview


There are several menu options that provide access to your records, including:

• Work Order Center
• PM Tasks
• Asset File Listing
• Parts File Listing
• Maintenance Contacts

When you select any of these menu options, you are presented with a
screen that displays a list of your records from that section of the
system.

There are several tabs that provide access to your records, including:

• Work Orders
• Requests
• Assets
• Parts
• Contacts

And several menu options in the Navigation tab as well:

• PM Tasks
• Parts by Supplier
• Name Plate Lists

This section lets you identify or associate multiple procedures with a PM Schedule, and to indicate the sequence in which they should be performed. You can import a task from the PM Task section or you can hand-type your own procedure.

NOTE: When a PM is generated and becomes an open PM Work Order, the procedures that are associated with the PM schedule will be displayed at the bottom of the Work Order detail screen in the Work Procedures section.

The Parts Re-Order List is used to display the list of parts in the system that are due for reordering. Parts are considered to be in need of ordering based on the following criteria: Stock Item is equal to True and On Hand quantity plus On Order quantity is equal to or below the Reorder Point. The list is dynamic and will reflect any changes made to the detail of the parts shown. There must also be an amount in the Order Qty. field for the part to display in the list.

The Navigation tab is the application's site map of the system. Navigate to this page when you need to access any section that does not have a tab. The options available in the Navigation Tab are listed below, separated into their appropriate sections.

NOTE: Whether a user sees any of the menu options explained below is dependent on the level of permissions granted to the user by the administrator.

Main

• Log Out – Log out of the eMaint X3 system.
• eMaint.com Home Page – Open the eMaint.com home page in a separate window.

Name Plate information allows you to add specific equipment information to individual assets without adding the additional fields to the detail screen for every asset. The Name Plate Master List is located under the Data Center Menu Option.

A Name Plate field consists of two identifiers:

PlateID – The type of equipment (also referred to as the Name Plate attributes). There are 34 different types of equipment or Name Plate attributes pre-loaded in the master list. Examples include AVC_UNIT, COMPRESSOR, BOILER, PRODUCTION and PUMP.

There are several options available under the Setup menu. The options that are reviewed in this Learn More are ‘Change Your Settings’ and ‘User Administration.’



The Account Settings screen contains two sections. The top portion shows the information for the user and the bottom portion shows the areas of the system which the administrator can manage. When making changes in any section, be sure to save the settings before leaving that page.

Meter Reading values must be entered manually or captured electronically to update the data on each Asset in order to have meter-based PMs properly generate. You can enter meter values manually with the Add New Meter Reading link. Enter the Meter value, Date, and Taken By fields for standard meter readings.

There are several data items that can be viewed in detail, including Work Orders, PM's, Assets, Parts, Contacts, etc. When you are in the Detail view/edit you are viewing/editing a single record in the database. Any changes that you make will only be made to the record that you are viewing.

Across the top of the Detail View page are several options that allow you to manipulate the record. From left to right the following Primary commands are:

Did you know you can customize the header and footer of the work order’s HTML print out? This feature allows you to add images, signature lines, even small spreadsheets to appear on all your printed work orders.

Requirements:

Administrator login: These instructions require you to enter the PM Settings page which is an administrator only section. Regular users won’t be able to access this area.

Procedure: