2. AV-TSS 01 New Functional Features in 5.0.x
Presented by: Maggie Mesonero
10/10/12

3. Smart Client User Interface
Same functionality as classic application
Ease of use
Larger screen real estate
Multiple object actions
Easier data entry using editable data grids

4. Smart Client Interface – Features
Allows Multiple object actions:
Close, cancel, hold multiple objects at the same time
Post multiple transactions at the same time
Enables customization of user interface views and pages:
Different object forms for same object, e.g. different forms for project entity, device entity
Move Add-on fields to different pages/views.
Change message severity for fields on pages
Change labels that introduce fields, change position of fields
Remove toolbar buttons
User can define own worksheet grid and workspace display

5. Avantis Workspace
Incorporates traditional desktop with additional access options
Quicker access to functions, desktops and shortcuts
Displays current site and user
Customizable by user
Hide/show panes
Zoom
Sort shortcuts by name or type
Manually arrange large icons

6. Avantis Workspace Favorites Current Desktop Current Desktop
Available Desktops
User and Session Site 6

7. Smart Client Cabinet Viewer7

8. Smart Client Work Order
General data
List of tasks 8

9. Smart Client Applications
Avantis.PRO Workspace ( replaces classic Desktop )
Cabinet Viewer (replaces classic Cabinet Viewer)
Interface to Maintenance Functions
Entity
Work Request
Emergency Work Order
Work Order (Multi-task)
Statistic Reading Transaction
Equipment Activity Worksheet
Time Card Worksheet
Catalog Request Worksheet

10. Smart Client Applications
Interface to Inventory Transactions
Count Adjustment Form
Inventory Adjustment Form
Issue Transaction Worksheet
Miscellaneous Transaction Worksheet (new transaction)
Receipt Transaction Worksheet
Reclassification Form

11. Customization of User Interface
New framework allows customers to more easily adjust the user interface forms to meet their business needs
All business logic has been de-coupled from the user interface logic
User interface is stored in xml files encrypted in the database 11

12. Customization of User Interface
Examples of customization :
Create different form layouts, for all sites or certain sites, for example:
A project-type entity may not use as much information as an equipment-type entity does, hence this type of entity may not need all of the pages and views that the typical entity form presents
Modify worksheet display
Add or remove fields or columns from Worksheet Rules
Move column positions within the grid 12

13. Customization of User Interface
Standard Entity form

14. Customization of User Interface
Simplified Project Entity form
Contains only what is needed to track project information
Pages removed from General Information view
Views removed
Toolbar buttons removed

15. Customization of User Interface
Display of columns in a worksheet can be changed (saved by user by PC)
Example - Activity Result, Completed By, Completed On columns moved over to the left as they are used most often by this user 15

16. Foundation Enhancements

17. General Ledger Account Setup
New user interface to Chart of Accounts object allows G/L accounts to be:
Added
Deleted
Suspended
Released
Imported/exported to excel

18. General Ledger Account Setup18

19. Data Security Additional data restrictions available:
Deletion of objects created by other users
Attachments 19

20. Data Security
Object Permissions: 20

21. Maintenance Enhancements

22. Procedures and Safety Text
Option to copy procedures and safety text to work task when entity is defined as “Entity to Work On”
Controlled by business policy
If entity is an assembly:
All Procedures and Safety text for child entities will be copied to work task
If entity is moved from Work Order
Related Procedures and Safety text will be removed from WO

23. Copy Work Task to another Work Order
Ability to copy a work task from one order to another
Optional copy of:
Requirements
OLE
Attachments
Avantis assigns new task number

24. Follow-up Work Request
Ability to generate a follow-up work request from:
Work order
Work task
Time card
Existing Equipment
Activity Record 24

25. Entity Hierarchy
Available as printed report Prints hierarchy from the source entity down

26. Display of Planned Duration on Activity
Planned duration displayed on all activities
Total planned time calculated and displayed

27. Work Request Estimated Duration
User has option to enter estimated duration on a work request
Value copied to the work order 27

28. Resetting of PM Triggers
Option whether to restart triggering cycle for PM when reopened PM Work Order is closed.
Available at:
Work Order close
Work task close
Business policy defines default
If Work Task is closed automatically, default value used 28

29. Statistic Trigger Defaults
Site-specific defaults on the statistic trigger tab can be defined in Business Policies:
Default for Statistic Triggering Rule
Actual readings
Normal average values
Normal averages and actual readings
An average of readings over x time
Default for Predicting Future Dates for Statistic Triggers

30. Maintenance Map New function
Requires separate license (included in Release 5.0.1)
Allows visualization of maintenance status of entity hierarchy
Uses tree map control
Nested rectangles
Summary data
Drill-down capabilities
Provides overview of health of entity hierarchy
Allows maintenance user to identify problem areas at a glance
Data updated according to defined schedule

31. Inventory Enhancements

32. Synchronization of Inventory Item and PC Item
New options to synchronize Inventory Item and PC Item:
Number
Description
Controlled by business policies
Business policy defines the “master” record - Inventory Item or PC Item
Separate policies for number and description 32

33. Synchronization of Inventory Item and PC Item

34. Workspace
Smart Client version will open

35. Inventory Count Adjustment

36. Inventory Adjustment

37. Inventory Reclassification

38. Issue Transaction Worksheet
Charging information can be changed from Work Order defaults
Controlled by business policy

39. Receipt Transaction Worksheet

40. Miscellaneous Transactions
A miscellaneous transaction is one that does not typically originate in either Avantis Maintenance or Procurement
Can be used to charge costs associated with materials or services not purchased through Procurement or issued from inventory, e.g.
Purchases from petty cash
Credit card purchases
Internal charges
Charged to entities, work orders, and/or work order tasks
Securable access by user

41. Security
Security
Grant authorization to Miscellaneous Transaction Worksheet
This allows authority to all actions on the worksheet

42. Miscellaneous Transactions
Displayed in Miscellaneous Transaction cabinet
Available on Accounting and Maintenance Mgr. desktops

43. Miscellaneous Transaction Worksheet

44. Miscellaneous Transaction Worksheet
Option to enforce that the transactions on the worksheet balance to zero before posting them
New message “The transactions do not balance to zero” is delivered with a severity of Error; severity can be changed
When enforcing balanced transactions and user wants to post, all un-posted transactions on the worksheet will be validated and then the amounts will be totaled
If the transaction amounts do not total to zero, the message will display (if not suppressed)
The posting action will continue based on the response from the message

45. Miscellaneous Transaction Worksheet
Transactions are processed via the MTP – as they are currently
Transactions are visible in other objects
Entity, Work Order and Work Task Transactions views
G/L Transactions cabinet
New Miscellaneous Transactions cabinet

46. Contractor Services Module

47. Contractor Services Management
New module – separate license
Provided with Release 5.0.1
Enables setup and management of Service Contracts
Allows contractors to submit prices and expenses for the work they do

48. Benefits of Contractor Services Management
Supports improvement of accuracy of Contractor expenses
Provides maintenance with timely access to contract expenses
Provides audit trail and reporting capabilities for Contractor expenses
Enables approval of all contractor activities prior to payment
Can handle contractor costs and expenses incurred during turnarounds and large shutdowns

49. Overview of Business Flow49

50. Features of Contractor Services Management
Allows a Contracting Vendor to:
Maintain a list of equipment and employees who will submit expenses
Securely submit prices and pricing rules for their services
Avantis user cannot modify the contracting vendor’s proposed Prices
Prices can be sent for approval
Vendor sees expense sheets for purchase orders issued to them only
Vendor sees pricing information relating to their services and prices only

51. Features of Contractor Services Management
Allows Avantis user to:
Create and manage a “Services” contract
Track contractor expenditures by Entity, WO, Work Task Order/Task, PO Line
Report on expenses for tracking, estimating and negotiating purposes
Reconcile contracting vendor invoices to Avantis invoices

52. Questions?
THANK YOU!