Sign Wisconsin Electrical Services Contract Now

Document type sign electrical services contract wisconsin now

good morning or good afternoon depending on where you are in the world and welcome to our live webinar on Proteus MMX my name is Harry Cole Hall and I'll be conducting this webinar today and you can reach me at Rek at eagle CMMS comm and we will take questions at the end of the webinar in case anybody has any so look forward to having you hear what we have to say today Eagle technology is located in Mequon Wisconsin that's just ten miles north of downtown Milwaukee and we have been in the software CMMS enterprise asset management market since 1988 we have global users were translated into multiple languages and we have distributors and dealers in countries around the world proteus MMX is a tool that helps organization measure to manage one of my former protis told me that unless you're measuring something it's impossible to manage it and in the maintenance world it's critical to identify what needs to be measured and managed and Proteus is a tool that helps you do that it's mobile we support iOS Android and surface pro the Microsoft operating system environments and we turn your data into insight so I'm going to start right now with the actual live demonstration of the product I'll give you a very high overview of it if there are any questions raise your hand we'll take them during the session and answer them as we go along if we so we can keep it relatively informal hopefully there are some key performance indicators that show on the home screen these are some of them the scheduled vs. on scheduled work and then overdue work orders and as you can see in our demonstration system we haven't had anybody closing work orders for quite some time which is not a good practice but we have from a volume standpoint currently seven thousand four hundred and forty-one work orders open in our system that's more than most multinational organizations would ever have but it's just to show you the power and capabilities of the system that it is capable of supporting global environments in terms of volumes and so forth we give weekly overviews of the data in terms of work orders and things like that and we have a message board and when a technician or person logs in that has work orders assigned to them they will see that my work orders right here right now there's nothing to sign to me as I'm logged in as the administrator but those are just a couple of the key performance indicators there are more and I can give you an idea of you know we can look at work order by location we can look at total cost by facilities we can look at demand and preventive maintenance hours by month root cause failure graph okay so these are other key performance indicators that strict simply by selecting a specific chart it will show up on the on the home page so if I would save that and go back to my home page you'll see that there's additional key performance indicators on the page and just take a second the system come is comprised of assets assets are the things that you maintain whether it's a roof or a piece of equipment in the building or the exterior of the building parking lots and things like that sidewalks we're coming to the time of the year in Wisconsin where it's critical to inspect sidewalks because the frost makes them uneven and it becomes a safety hazard for a lot of organizations that have public entering and exiting their buildings so regardless of the type of asset that you want to manage proteus can do it just to show you here's the example of the DM & PM costs by month so we've got a little bit of a question okay somebody couldn't see my screen now they're seeing it so again assets anything that you want to schedule for maintenance check for safety depending on your particular industry the asset tree and I'm going to focus here on my hospital and my factory complex okay I can have multiple floors in a building I can have multiple buildings and sites associated with the system so that I can go down to a specific level in the building and go to a room or a production line and see the specific equipment associated with that specific area we can track parts arts are critical even in buildings to make sure you have your light bulbs your fan your belts your light bulbs your belts in your filters for example in place so even if you outsource maintenance you may want to tract of some specific parts associated with a building we can track tools so in a manufacturing environment tools need to be inspected every year in the United States for safety and if they're Electrical and have cords so you can set up a tool in the system and also schedule a preventive maintenance against that tool allowing you to make sure that all of your safety inspections associated with tools or any other asset occur on a regular basis the risk management people really like this feature associates employees are the people who do the work and you can have any number of people in the system by the way this is a filter box you only see the ARS here work names that begin with R but when I remove it you'll see that there's a long laundry list of people that have access to this system and I can sort them this list by either employee number or by associate name and now they're all alphabetical and I can sort ascending or descending this is a feature that's available throughout the system and allows easy access to data in real time a lot of people that are familiar with older systems look for reports and in this world today what you're really looking for is real time data and these filters allow you to select and identify so if I want to find everything that begins with a B here for example I can do that then if I want to go here and find something that begins with an A I can do that now I showed you begins with but we also can do contains ends with equals that does not contain and on the date fields we're able to set date ranges for specific dates or does not contain a date or hour between dates so the filters here both in date fields and in alphanumeric fields are very very critical in a great feature for identifying and finding data in real time again if you have any questions as I'm going along feel free to type it in and we'll we'll respond employees get assigned to different labor crafts so I don't want an electrician for example doing carpentry work or I might not want a custodian doing any hydraulic work or depending on what my business is I may have everybody have the same labor craft or skill and that you can call a technician or you can call it whatever you want in our system you can also identify contract work versus in-house work okay so here's an example of service contract electrical and then I might have an electrical internal employee so that's one way of identifying work and how it's done okay and each labor craft can have different dollar rates associated with it we can have up to five different labor rates so a lot of clients have three different labor rates and you notice I call this one regular time I could rename this rate to two overtime and rate three could be holiday or call-out pay and irate four might be a different rate and rate five and you can rename these fields and then we have additional user fields that show and there's user fields throughout the system so when people say I need my system customized you really don't have to do that you go to the specific data fields and if I go to that they were crafts or trades as it's called here I can change the name of this field simply by going here and selecting it and say this is now the overtime rate okay and I save that and everywhere throughout the system now that's going to be called overtime so if I go back and look at my labor craft and select one right here in the district in the ListView it's called overtime and if I go to the detail of the labor craft rate it's now called overtime so you can see how you can take naming conventions that are specific to your industry and apply them to any data field throughout the system we also can assign work orders to contractors ok so we've identified a labor craft over here that says this is a contract Electrical and then I can identify all my electrical contractors in a list so I'm going to take a break we've got a question here is it possible named fixed filled in another language absolutely first of all in our system and this is for everyone one of the things that we have is a language translation built into the system so I'm going to close this question box and you'll see here that in our demo system we don't have all the languages that we support loaded but you can see across the top all the languages we do support ok and it includes double byte languages and Chinese and so forth we have Hebrew we have Russian Spanish Thai Swedish and so forth so again you can also go in to that data field and with the name in multiple languages so if I go and go to my trade craft here and I wanted to put over time and if I knew what the Spanish translation for over time was for example whatever it might be I can save that and now if I go to my personnel labor craft field you'll see that if I would have translated this into Spanish or any other language they would both show on that field so there's lots of capabilities in this system to not only adapt it to terminology but to language thank you for that question going back to contractors these are all the people that we identify a contractor is someone who would do work in your facility versus a vendor a vendor would be somebody that you only buy material from that would not come into your organization to do any work some organizations have both okay so Tyson Crump Airport systems for example if I look at the detail of them they're also a contractor because they'll go in and they handle people moving systems for example in airports that can the long walkways that move are maintained by Tyson Krupp and other vendors in that type of environment so I need don't need to type in a vendor twice because they're a contractor an Avenger this little check mark here allows me to identify that they're both I can identify what Parts I buy from that vendor what assets I've bought from from them I can put attachments on so if I have a contract for a contractor or a vendor I can attach it just like you would attach something to an email and if I'm buying parts in the manufacturing environment or in retail environments today sometimes things come in damaged and we can keep a return log of what we've returned to the vendor for any reason in terms of something that we purchased whether it's an asset or a parts parts we've purchased or whatever we do have a full purchasing system where you can create a requisition turn it into a purchase order we have an approval process based on individuals purchasing authority so when I set up my personnel one of the things that identify in their personnel details is their purchasing authority if they create a requisition I have a chain of command established and when I set up the system that says if this person has a requisition that's over X number of dollars it goes to the next person for review and approval there's communication back and forth you can set the number of days that you want to wait before an approval would be escalated to the next person in case somebody's sick or out on vacation for extended period or whatever we also can do receiving of purchase orders obviously all of this can be done on our mobile device and it's designed for simplicity with the technician doing the receiving and contract and move you know identify the movement of parts between locations stock rooms facilities whatever it might be we also obviously produce a reorder list if you set your minimum and maximum reorder points we can automatically create a pio as an option or we can give you a list of things that need to be reordered and then of course there's a whole purchasing history database as a result of this whole process that's an important thing too the system actually contains an audit trail as an option so that we can be CFR certified for drug and food organizations and that audit trail keeps track of what's changed who did it what was the value before what was the value after the change and so forth so the audit trail is a is a optional capability within the system not everybody needs it there's standard reports that are in the system and again we've been in business since 86 and we know the most common things that people look for in terms of reporting and then they we also support custom reports in Crystal and those custom reports can be stored and rerun over and over and over again but again in a system like this one of the important things is real-time data when we do filtering in the system one of the things that we can do is select records and export okay so if I want to find something that can paint a hu for example I can find all my air handling units that are in the system regardless of where they are and I can select them in this case there are 30 items and I'm showing a hundred records on the page so I can select them and I could export to excel to PDF forward once I export it will bring up a normal excel file for me and I can do whatever I need to do manipulate the columns or whatever in real-time from real-time data so very powerful feature the system supports bar coding and QR coding so that assets can be identified by an ass tag or a serial number right here it's called equipment tag and that equipment tag can be a totally different number or it could be the same number as the equipment number you put here but either way if it's different or identical it's going to find the correct record and we have technicians that can scan a barcode on a piece of equipment and create a work order on the fly giving better documentation about what piece of equipments being worked on when and using the mobile technology dictate quality notes as to what's occurred as a result of the maintenance they've done we have a service request module so in this case people do not need to log into the system they'll have a screen and those service requests will come in and they can either be edited they can be approved or they can be declined again the process that associated around service requests doesn't preclude someone from picking up the phone the facility manager or operations manager and ask getting clarification on the request but a lot of our clients require that something be documented through the service request process before any work is a occurs this is not used for life-and-death situations or in a production down situation for example people use their existing protocols to get that type of work communicated but in a I need a blackboard hug or I need shelving built or I need something that isn't that today life and death production down situation they're setting up processes where everybody must put in a service request the advantage is it gets documented it gives the manager the ability to determine and talk to the person that needs the work done and figure out the timing based on available staff and available hours in the need priority okay if everything's agreed upon they can just accept that turn it into a work order and now my office in Wisconsin has become one of the newest work orders in the system of over 7,000 work orders that are open so you can see right here if I go to the work order view it's it's the first one on the list and the reason it is I've sorted by work order number descending and our work order number consists of year-month-day and a sequence number this is the first one that's been created today if I have multiple facilities that will track each facility's work orders so if I look at the airport for example that work order is not the newest one at that at that facility in fact that one came from March 7th is was the newest one at the airport so as I break down each of my facilities I can see which work order is new the newest if I go to my factory complex I can I can see the newest one there and if I go somewhere within the factory complex go to the North Campus I can change that list as well so this is this is the newest one at that location if I go to the production building I'll see that that is in the production building if I go further down into the building to the first floor it's on the first floor but if I go o production line two I'll see that that's not on production line two these are the work orders on production line two so as I break them each area each room whether it's a patient room or a production area this gives me a overall view of what's going on in my facility in real time you notice this contains different priorities so we've identified response and so forth I've got a question that's popped up and I upload the floor plan you can upload the floor pant plan that would not create the tree but we have a perfect place to store that floor plan and that would go as an example I'll open up my Canadian facility and my production site and I'll go to the building and that floor plan could be loaded as an attachment right here we also have a partnership with Navis which is a laser scanning operation where and this is very futuristic for a lot of organizations you can do virtual walkthrough of your facility looking at a tablet and touch a specific piece of equipment with that would have a little icon on it and it would show the work order that's associated with that piece of equipment it gives you laser scanning of your facility that's completely accurate down to the five millimeter level and that becomes a virtual view and if a area is remodeled or changed you can actually rescan just a little segment that's changed and have it stitched into your building so hospitals in particular tend to remodel a lot and hospitals shopping malls are great candidates in working with us the other areas in factories where they're using automated vehicles they need accurate dimensions so that the automated vehicle can be guided accurately and again that laser scanning partner of ours together with our software produces an opportunity to have a virtual reality accurately capable world you don't have to wear goggles don't you know it's not like the VR stuff you see on TV this actually displays in three dimension on your phone or your tablet thank you for that question but right now the attachment here would be the place to store that particular drawing and we have a lot of clients and in facilities of all types that store their drawings that goes back to contractors as well when you have a contract that you've drawn up with whether it's a lawn service or a HVAC company those contracts can be attached to the contractor so that you know where to go and find them you can put things in the contractor detail like contract expiration date your all your contacts at the contractor and so forth can be stored here you can have alternate contacts and things like that and so again good place attachments to keep the data so it's well organized and easily found by anyone that should have access to the information great question preventive maintenance work orders are scheduled through our work order masters and this little symbol here said there says there's a work order open from this p.m. Master will look at this particular one that doesn't this is a semiannual air handling unit maintenance okay and right now the task says semiannual but they've scheduled it every two months on the first Tuesday well that might be a mistake or it may have been corrected and the name is different but let's go in and make this semiannual since there's no work order open on it I'm able to bring up the schedule and it actually should have been every six months to be semi-annual and I don't want it on the first Tuesday I actually would like it on this second Wednesday of every six months so and I'm going to give the contractor three days to get that work done okay so I'm going to save that and then I'm going to go to my preview chart and I'll see be able to see it's going to be done February 8th notice it's a Wednesday second Wednesday of the month and down here it's going to be the second Wednesday in August so it allows me to easily change my schedule we can do things daily we can do things weekly monthly now just because this says weekly one of the things I could have done is I could have gone here and said I want to do this every 26 weeks okay so I could have accomplished the same thing in the weekly tab every year there are things that need to be done every year but there are also things that need to be done every five years and so we can pick the specific month that it's going to be done in I can pick the specific day or I can say on the first Monday of May every year so tremendous amount of flexibility we also interface to building management systems in real time and we can interface via OPC or open protocol communication to factory PLC controllers okay and that allows us to track run time from either the building management system or the machinery on the factory floor and I can schedule based on run time now if I'm not connected and let's say I've got some delivery vehicles or if I've got a fuse company cars or things like that I can manually update my run time in the specific asset that has whether it's a vehicle or if it's a golf cart for example we've got college campuses that have lots of golf carts for the security and maintenance people we can update the runtime manually on a Friday every week and based on a whatever unit I put in here whether it's ours or miles or whatever it might be I can trigger a work order when it reaches a threshold so think of your car every 3,000 miles you change the oil if I put 3,000 and the runtime units or 90 calendar days I can trigger a work order based on manual input without having it connected to any tasks setup and this is great for an organization that needs to be documented as to what should be done and what did we tell the technician to do and these tasks can have estimates associated with them you can run a variance report on estimate versus actual as you build data over time it's rich text so you can actually highlight things here and you can edit them and next time I use this task now or any work order that uses this task it will be updated and have the note in to clean up after the job is done we also encourage clients in their tasks to put in all the safety requirements as part of the task if you need to use lockout tagout or personal protective equipment put that in the task and then every time that work order that uses that task is created you're able to make sure that the technician or person doing the job has all the complete information they need plus all the safety instructions and so forth the best one I like at the end of the work order is mom doesn't work here clean up after yourself we also can send surveys through the system to the somebody that's requested work saying that we do it on time that we do the job as you requested and that survey and a lot of the stuff in the settings here are easily configured so here are the standard questions and we store the results and we can escalate a no answer to questions like this to whoever should see it if they say yes everything was good it work order can be filed and nobody needs to see it obviously we did our job as we're supposed to the settings area is where we work with clients to make sure they get the data not only when they start but five years or ten years from now as they go forward because CMMS is a living breathing system things change you get new equipment the equipment's discontinued new rooms get added to buildings and things like that so by identifying the different work types and identifying the different priorities accurately and the root cause failure reasons okay all of these things help us slice and dice information down to the specific asset you know why did something where fail well it was premature where or it was normal wear and tear or sometimes if a motor fails and it's a five dollar motor you really it's too expensive to find out why it failed but if it's a $50,000 motor you're going to tear it apart and find out why it failed okay so whether it's operator error power power failure or whatever you by setting up these different failure reasons you can track what's causing my problems and what's the root cause of those problems again we've got a lot of flexibility you can send tax rates and v80 rates in the purchasing side you can set up different accounts and buyers and receivers identify different shipping methods and so forth we can have service request notifications go out to different people you can customize the message that people get when you approve or decline a work order I can identify different company addresses different on it here's the audit trail settings I can identify different countries I do businesses or currencies departments divisions I can set up company non-working days and when I do that it's primarily for preventative maintenance in that if I schedule something for the fourth of the month every month that would be great in April and it's fine in May but when I get over here to June that's the fourth that's a Sunday and that's a nonworking day in my environment if you're a hospital you still may use this because your primary maintenance people are in Monday through Friday and so you want preventive maintenance done on Monday through Friday to get all of the PM work done it doesn't preclude demand maintenance work orders being written for any day of the week so you have the option of scheduling to the next working day in which case that p.m. would be done on a Monday here or you could do it on the previous working day in which case it would have been on Friday the second in this particular month so again those are setup things that you can decide they can be changed as you go forward nothing's cast in concrete if I change the name of a data field for example and somebody doesn't like that name I can go back and change it again everything is set up to be uniform so that you get quality data so for example I my measurement units I can put in I shouldn't have in each and an e ACH so by setting things up here if I want to use miles for example is a measurement unit I can set it up and everybody gets a pull down so that these things stay consistent again in our demo system we've put different things in place and just to show you that you didn't have to type each you could type e a and use that if you wanted to but we do the same thing for run time units as well so run time units can be miles or kilometers or hours or whatever you want to put there's no restrictions on it's an alphanumeric field you can make it whatever you want so that's the overview of the system we appreciate your time today if there's any questions feel free to ask them now you can always send questions to sales at Eagle CMMS comm or directly to me at Harry Kay at Eagle CMMS comm any questions we've got one coming in can you explain the translation feature I just wanted to know whether I can change the entire interface to another language for example into Arabic absolutely I'd be happy to explain that as we set up users in the system each user has the ability to see the system in whatever language they want so if I set up something for Arabic for example for I'm going to change the user name here to r1 and I'm going to change my password so but I know what it is to log in and I'll just save that and I'm going to log out and then I'm going to log in as that person r1 so if I log in now is r1 with my password not only is the okay in the demo system the languages are not engaged but what would normally happen here is that the all the headings in the languages would change we tried different language because I I can see that the Arabic isn't engaged on this particular site you log out and log in once more and I know Spanish is in here so I'll just pick Spanish is an alternative and we do have a dealer in sarja that we've worked with for many years and he can work with any clients in the Middle East there we go and and we have quite a few clients that we've worked with over the years so let me go back to our one here you change their particular rights and roles let's take a second so I'll go to the user r1 and again that filter allows me to easily find what I'm looking for here and I'll change this and I apologize to to Spanish and I'll log out save it and log out and now log back in is r1 and assuming that my technicians have engaged the language translation table you can see now that everything is translated into the specific language and again Arabic is supported it's just not on our demonstration system so I can go to reports and requisitions and work orders and the translations in our system have been done by people that work in the industry and it's not a Google Translate it's actually translated in the language by people who work in CMMS and are knowledgeable of CMMS and so forth so thank you for that question any other questions is there any possible to replay the webinar offline yes I know it's it may be late where you are as an example we will send you a link to this webinar don't show them what I the failure of the language translation into Arabic but we will have this on our webinar channel will you where you'll be able to show it and there's other webinars out there as well that you'll be able to see any other questions anybody and again we have she ate the time you've taken with us today we look forward to helping your organization and again our training and our consulting services are critical in helping you become quality user it's not about the software it's about all the good information that you're going to be able to put together and turn into actionable information to make good business decisions so thank you have a great day wherever you are in the world and we thank you very much for your time