Modul 2

New Employee

Do not forget:
Click “Save” to
save the record.

1. Set Employee Number 3. Select Site 5. Select “Category” as ‘Employee’ or ‘Customer’
2. Input his/her full name 4. Set department if set up in Master Module 6. Set as active or Inactive employee.
7. Job Position or Title

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Update Employee Information

Do not forget: Click
“Update” to save

the record.

Update Employee information:

1. Select Employee Number
2. Edit Employee information

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Asset Assign to Employee

• An employee record will show all the asset assigned to this employee.

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Filter Employee

• An employee record will show all the asset assigned to this employee.

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Exercise!

• How To Add A New Employee/Requester?
• How To View And Modify An

Employee/Requester Data?
• How To Filter Out Employee Information?
• How To View Asset of an Employee?
• How To Assign Asset to an Employee?

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ADMINISTRATION MODULE

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Administration Module

• This module can only accessed by the system
administrator.

• This module allows the administrator to change
the default administrator password and to set-
up the access levels of each user to modules.

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Administration

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What you can do in here?

• Register new Employee
• Create login account for new users
• Set user names, Passwords
• Grant or deny user access to:

• One or more sites
• CMMS modules
• Grant user Privilege to Open, Close, RE-
• OPEN, and Cancel Work orders and more
• Grant or deny access to one or more CMMS modules by
selecting ‘HIDDEN’, ‘READ-ONLY’ and ‘FULL-ACCESS’ attributes
• Limit access to “WEB REQUEST ONLY’
• Set up CMMS Users Access Groups
• View CMMS users session trails.

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Accessibilities Module

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Accessibilities Module

• An Administrator can GRANT or DENY ACCESS to each
MODULE by means of radio buttons designation below:

• HIDDEN: Module is HIDDEN to user. Thus, NO access to it.
• READ ONLY: user has RESTRICTED
• access: VIEW ONLY.
• FULL ACCESS: User can VIEW,
• CREATE and AMEND RECORDS.

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Authentic Permission

• Administrator can grant AUTHENTICATION PERMISSION to each user (ticking or un-ticking checkboxes).

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Employee Login

An administrator setup userslogin; Names and passwords.

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Employee Site

• An administrator can GRANT to a user access to more than one sites. (High light site(s) and click “Insert”/”Remove” button to grant/deny).

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Employee Work Trade

Set user viewable or accessible work trades

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Employee Report

Set user viewable or accessible Reports

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User Groups

By creating a user Access Groups with pre- assigned modules and permissions, we can quickly register a new user and add him/her to any group.

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User Access Group

ADMINISTRATOR MANAGERS ENGINEERS STOREMAN CUSTOMERS

1 Work Orders Work Orders (Full Access) Work Orders (Full Access) Work Orders (Full Access)

2 Work Requests Work Requests Work Requests Work Requests

3 Reports Reports Reports Reports

4 Assets Assets (RDONLY) Assets (RDONLY)

5 Employees Locations Locations
(RDONLY) (RDONLY)

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New User Groups

Click on the “New Group” icon. This will open the form as shown below. Give a unique “Group Number” and “Group Description”
(mandatory field).

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Assign Modules to the Group

Assign Accessible Modules to the group

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Assign Permissions to the Group

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Assign Work Trade to the Group

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Assign Report Viewable to the Group

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Remote Web Request

Administrator can grant AUTHENTICATION PERMISSION to each customer / user (ticking or un-ticking checkboxes). This is limit to Customer Web
Request Modules only.

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Session Trails

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Session Trails

Administrator can view details of Employee activity

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Exercise!

• How To Filter Out Employee Information?
• How To Set-up Module Accessibilities of Employee?
• How To Set-up Authentication Permission?
• How To Set-up Employee Login?
• How To Set-up Multiple Work Trade and Site?
• How to Set-up Group?
• How To Set-up Multiple Work Trade and Site?
• How to Set-up Limit Web Request for Customer/User?
• How to view Employee Activity?

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PREVENTIVE MAINTENANCE MODULE

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Preventive Maintenance

• Preventive maintenance (PM) is regular work
with a primary focus, which is to prevent
something from going wrong.

• A PM is a template in which you use to
generate work orders.

• A PM specifies the task that defines the work to
be performed and the frequency to which it is
performed.

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How to Start PM Scheduling?

1. Asset List
2. Location List
3. Prepare checklist
4. Summary of checklist
5. Plan the PM schedule (evenly distribute by man-hours)
6. Enter PM schedule into CWORKS

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Admin Set up the Admin/helpdesk PPM WO need to be
PPM Schedule Generate PPM assigned to
technician

Technician Technician records Technician execute
completed the work work done in work the work

and report to order
Admin/Helpdesk

Admin/helpdesk
closed the work

order

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Preventive Maintenance

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Basic Steps For Starting PM’s

• Generate the PM Tasks for individual assets / equipment.
• Finalize frequencies of each task

Note: Tasks and frequencies should be based on
manufacturer recommendations or known “best practices”

• Schedule the PM activities manually first using a
spreadsheet. Confirm that the tasks are spread equally.

• Generate PM Work Orders for the activities.

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PM Task List

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New PM Task List

Task Number & Task Name are compulsory (highlighted in yellow)

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Update PM Task List

• Upload Files for any Document for PM Task.
• Or User can enter Checklist on the Checklist field.

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Update PM Materials

Materials – Choose from the list. Materials already register in the Materials Module.

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Update PM Safety Instruction

Safety Instructions – Choose from the list. Safety Instructions already register in the Master Module.

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Update PM Tools

Tools – Enter tools and quantity if necessary related to this Task.

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Update PM Craft

Craft – Enter craft and quantity if necessary related to this Task. These are indirect costs that involved skilled craftsman.

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Update PM PPE

PPE – Enter Personnel Protection Equipment if necessary to this Task.

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Update PM Additional Equipment

Additional Equipment – Enter any additional equipment if necessary related to this Task.

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Update PM Additional Notes

Notes – Enter any additional notes to this Task.

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Update PM Additional Attachment

An attachment of the Task can be submit attachment from the file link-upload.

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Searching

PM Task can be filtered and searched in the PM Task list form.

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Preventive Schedule Time – Based

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New Preventive Schedule Time – Based

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Fixed Time Based Calculations – New PM
Schedule

• Frequency Unit: Defines the frequency unit of the PM. Available
units are Day (1 day), Week (7 days), Month (28 days) and Year
(365 days).

• Frequency: Defines the factor for which the Frequency Unit is
multiplied to provide the number of days that should elapse
between generation of PM work orders.

• The number of days that should elapse between generation of
PM work orders. This is a read only field and is automatically
calculated.
Formula: Days = Frequency Unit (in Days) x Frequency

• Work Period Days: Defines the number of days, which shall be
taken to complete the PM Task. Defaults to 1 day.

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Fixed Time Based Calculations – New PM
Schedule

Cont’d
• Target Start Date: Displays the date that the next PM work

order is scheduled to be generated. The calculation is as
follows;

Target Start Date = Initiate Date + Days
• Target Complete Date: Displays the target completion date of

the PM work order.
Target Complete Date = Target Start Date + (Work Period Days–1)
• Next Start Date: Displays the next target start date for the
• PM schedule.

Next Start Date = Target Complete Date + Days

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Fixed Time Based Calculations – New PM
Schedule

Amending the Schedule – Fixed Time Interval
For Scheduled Completion Date type PM Generation:
• Change the Target Start Date. The next PM work order will be generated

according to the edited Target Start Date.
For Actual Completion Date type PM Generation:
• Change the Next Start Date. The next PM work order will be generated

according to the edited Next Start Date. The last PM work order for the
particular PM Schedule must first be closed before amendments to the Next
Start Date can be made.

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