Monthly Webinar - March 19th, 2015

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Presentation transcript:

Monthly Webinar - March 19th, 2015 Service Schedules – Calendar Scheduling How to setup Preventive Maintenance that will create work orders on set Calendar patterns, like each month on a specific day. & SEMS CCR Series (Part 3 of 3) Completing Steps 6-9 (Analyzing Samples & Results, Creating Report Language, Formatting and Printing the Report, and Troubleshooting Results) Presented by: Eric Hafford, Senior Trainer / Support Tech @ SEMS Technologies March 2015 Webinar: Calendar Service Schedules & Steps 6-9 of the CCR (3 of 3)

March’s Webinar Agenda First: New Enhancements - The new Service Schedule Listing in Asset Management - Applying Service Schedule Templates will now schedule Work Orders immediately Then: ‘Calendar’ Service Scheduling Service Schedules – How to setup Preventive Maintenance that schedules Work Orders on specific days on the Calendar that will not be affected by Completion Date. Followed by: Consumer Confidence Report Series (3 of 3) SEMS CCR (3 of 3) – Completing Steps 6 thru 9 of the CCR module (Analyzing Samples & Results, Creating Report Language, Formatting and Printing the Report, and Troubleshooting Results) Concluding with: Live Q&A and a peek into the future As always, I invite you to share your questions with me and the rest of the SEMS community during each webinar! Also, we’ll preview what we’re planning for next month’s webinar. March 2015 Webinar: Calendar Service Schedules & Steps 6-9 of the CCR (3 of 3)

New Enhancements March 2015 Webinar: Calendar Service Schedules & ___---[>> New ‘Service Schedule Listing’<<]---___ It can be found by going to the SEMS Asset Management module (1), then clicking Asset Management (2). Service Schedule Listing will be at the bottom-right (3). This helpful grid will show you all of the service schedules currently assigned to any asset. Just be sure to click March 2015 Webinar: Calendar Service Schedules & Steps 6-9 of the CCR (3 of 3)

will now create work orders immediately New Enhancements ___---[>> Service Schedule Templates:<<]---___ will now create work orders immediately Setup Service Schedule Templates by going to SEMS Asset Management (1) > Asset Management (2). Here, you’ll setup Service Schedule Templates (3), then Apply Service Schedule Templates (4). 1 . 2 4 . 3 March 2015 Webinar: Calendar Service Schedules & Steps 6-9 of the CCR (3 of 3)

Service Schedules March 2015 Webinar: Calendar Service Schedules & ___---[>> ’Calendar’ Scheduling <<]---___ Unlike Interval scheduling, the Completed Date of work orders will have no impact on how future work orders are scheduled for Calendar schedules. - Build and apply your service schedule as a Template, and your work orders will be scheduled immediately. - To edit how far in advance SEMS will schedule work orders go to SEMS System Manager > Configure SEMS > Assets & Inventory. March 2015 Webinar: Calendar Service Schedules & Steps 6-9 of the CCR (3 of 3)

CCR Series (3 of 3) March 2015 Webinar: Calendar Service Schedules & ___---[>> Completing Steps 6 – 9 <<]---___ 6) Samples & Results Using the Sample Worksheet format, you will be able to see all the samples that are being considered for the CCR based on what you defined in steps 3-5. 7) Create Report Language Clicking this icon will compile all the information, samples, and details that have been setup previously into the beginnings of your consumer confidence report language. 8) Format Report This will show you the text that has been created, and allow you to change the default wording. 9) Print Report This exports everything to Microsoft Word format (by default). Take this opportunity to give your CCR graphical flair, and make any final revisions. Just use Word’s print function to put it to paper. * Troubleshooting using (6. Samples & Results) Unexpected violations? Results off? Use Samples & Results to troubleshoot your CCR samples. March 2015 Webinar: Calendar Service Schedules & Steps 6-9 of the CCR (3 of 3)

for your support and attending the SEMS Monthly Webinar series! Thank You! for your support and attending the SEMS Monthly Webinar series! -Questions? By all means ask away! - Shy? Not a problem! Just email me at EricH@SEMSTech.com or call 678.845.0243 x314 at your convenience. Join us again on… ___---[>> Thursday, April 23rd, 2015 <<]---___ Tracking Costs with Work Orders / Inflow & Infiltration (I&I) for March 2015 Webinar: Calendar Service Schedules & Steps 6-9 of the CCR (3 of 3)