Contents:

 

2.1 Setting Up the Equipment Maintenance Module

 

View Tutorial Video for Section 2.1 Here

 

Before you start using the equipment maintenance module in EZM Web to track and control maintenance for your equipment, you must set it up.  To start setting up the equipment maintenance module, click on Setup under the Equipment Maintenance drop-down list on the left side of the screen:

 

Fig. 2.1 – Setup Link

 

After you click on Setup, you will be taken to the following screen, which we’ll call the “equipment maintenance module setup screen”:

Fig. 2.2 – Equipment maintenance module setup screen showing multiple tabs along the top

 

In this section of EZM Web, you set up the equipment maintenance module.  Notice that at the top part of the screen there are several tabs: Equipment Name, Classification, Maintenance Type, Materials, Parts, Operations, and Profiles:

 

Fig. 2.3 – Tabs showing sections of equipment maintenance module setup

 

These tabs represent different areas of the equipment maintenance module setup.  Clicking on each tab will bring you to the corresponding area of the setup section.  Here is a brief description of each of the areas:

 

o         Equipment Name: Here you enter names / short descriptions of types of equipment that you enter into EZM Web.  Every time you enter a piece of equipment into EZM Web, you assign it one of the equipment names you have entered here.  This is to help you identify, at a glance, what the various types of equipment you have entered into EZM Web.

o         Classification: EZM Web also lets you assign pieces of equipment different equipment classifications.  This allows you to group related pieces of equipment together, all sharing the same classification, for maintenance tracking purposes.  Clicking on the Classification tab takes you to a section of EZM Web where you enter the names of the equipment classifications you want to create.

o         Maintenance Type: This is where you enter names / short descriptions of maintenance events that you schedule for your equipment in EZM Web.  Every periodic or emergency maintenance event that you create in EZM Web is assigned one of the names that you enter here.

o         Materials: This is where you enter the materials that you use in your equipment maintenance.

o         Parts: This is where you enter the replacement parts that you use in your equipment maintenance.

o         Operations: In EZM Web, each maintenance event that you schedule for a piece of equipment breaks down into individual operations.  Each of these operations must have a name chosen from a list you enter into the section of EZM Web accessed by clicking on the Operations tab.

o         Profiles: In EZM Web, a Maintenance Profile is a complete description of a maintenance schedule.  By clicking on the Profiles tab, you are taken to a section of EZM Web where you can create new or edit Maintenance Profiles.  Thus, whenever you input a new piece of equipment into EZM Web, you must select one of the maintenance profiles you’ve created.  This is advantageous because you need not input every detail of the maintenance schedule for every piece of equipment you enter, but rather just select the maintenance profile that contains the maintenance you want to have performed for that equipment.  This saves a lot of time when entering several pieces of equipment which all have the same maintenance requirements.

 

All of the sections mentioned above are explained in depth in the following sections.

 

2.1.1 Equipment Names

 

As mentioned in section 2.1 Setting Up the Equipment Maintenance Module, the equipment maintenance module setup section of EZM Web includes a section where you enter Equipment Names, which are names / short descriptions of types of equipment that you enter into EZM Web.  Every time you enter a piece of equipment into EZM Web, you assign it one of the equipment names you have entered.  This is to help you identify, at a glance, what the various types of equipment you have entered into the EZM Web are.

 

To get to the section of EZM Web where you enter Equipment Names, first you need to go to the equipment maintenance module setup screen.  Click on the Equipment Name tab (the leftmost tab) at the top of the screen:

 

Fig 2.4 - Equipment Name tab

 

Doing this will take you to the section of the equipment module setup where you can enter the Equipment Names:

Fig 2.5 – Section of equipment maintenance module setup for equipment names

 

All of the equipment names you have already entered will be listed in this screen:

 

Fig 2.6 – List of all equipment names

 

In this section of EZM Web, you can:

 

o         Enter new equipment names

o         Edit an existing equipment name

o         Delete an equipment name

o         Print a report showing all of the equipment names you’ve entered

 

Entering a New Equipment Name

 

To enter a new equipment name, first locate the yellow-colored NEW button at the bottom right part of the screen:

 

Fig 2.7 – “NEW” button for entering a new equipment name

Click on the NEW button to enter a new equipment name.  Notice that the Add / Edit Details box in the upper right part of the screen contains a box called Equipment Name that turns a salmon color after you’ve clicked on the NEW button:

 

Fig 2.8 – “Add / Edit Details” box where you enter a new equipment name

 

Next, click in the salmon-colored box and type the new equipment name.  Then click on the SAVE button.  The new equipment name which you typed will appear in the list.

 

Editing an Existing Equipment Name

 

To edit an existing equipment name, first locate the equipment name in the list and then look to the right of it until you encounter a    button under the Edit column:

 

Fig 2.9 – “Edit” column with edit buttons

 

Click on the    button.  Notice that the Add / Edit Details box contains a box called Equipment Name turns a salmon color after you’ve clicked on the NEW button and fills in with the equipment name you want to edit (which in the case of fig. 2.10 is “computer”):

 

Fig 2.10 - “Add / Edit Details” box; editing an equipment name

 

Click in the salmon-colored box and type to make the desired changes to the equipment name.  Then click on the SAVE button.  The updated equipment name will be shown in the list.

Deleting an Equipment Name

 

To delete an existing equipment name, first locate the equipment name in the list and then look to the right of it until you encounter a    button under the Delete column:

 

Fig 2.11 – “Delete” column with delete buttons

 

Click on the    button.  The equipment name to the left of the delete button you clicked will be deleted from the list.

 

Printing a List of All Equipment Names

 

To print a list of all equipment names entered into EZM Web so far, first locate the yellow-colored PRINT button at the bottom right part of the screen:

 

Fig 2.12 – “PRINT” button for printing the list of equipment names

 

Clicking on the PRINT button will print the following report:

 

Fig 2.13 – Report showing list of all equipment names

2.1.2 Equipment Classifications

 

As mentioned in section 2.1 Setting Up the Equipment Maintenance Module, the equipment maintenance module setup section of EZM Web includes a section where you enter Equipment Classifications, which are names of groups which you can assign different pieces of equipment to for maintenance tracking purposes.  Every time you enter a piece of equipment into EZM Web, you assign it one of the Classification names you have entered. 

 

To get to the section of EZM Web where you enter Equipment Classifications, first you need to go to the equipment maintenance module setup screen   Click on the Classification tab at the top of the screen:

 

Fig 2.14 - Classification tab

 

Doing this will take you to the section of the equipment module setup where you can enter the Equipment classifications:

 

Fig 2.15 – Section of equipment maintenance module setup for equipment classifications

 

All of the Equipment classifications you have already entered will be listed in this screen:

 

Fig 2.16 – List of all equipment classifications

 

In this section of EZM Web, you can:

 

o         Enter new equipment classifications

o         Edit an existing equipment classification

o         Delete an equipment classification

o         Print a report showing all of the equipment classifications you’ve entered

 

Entering a New Equipment Classification

 

To enter a new equipment classification, first locate the yellow-colored NEW button at the bottom right part of the screen:

 

Fig 2.17 – “NEW” button for entering a new equipment name

 

Click on the NEW button to enter a new classification.  Notice that the Add / Edit Details box in the upper right part of the screen contains a box called Classification Name that turns a salmon color after you’ve clicked on the NEW button:

 

Fig 2.18 – “Add / Edit Details” box where you enter a new classification

 

Next, click in the salmon-colored box and type the new classification.  Then click on the SAVE button.  The new classification which you typed will appear in the list.

 

Editing an Existing Equipment Classification

 

To edit an existing equipment classification, first locate the classification in the list and then look to the right of it until you encounter a    button under the Edit column:

Fig 2.19 – “Edit” column with edit buttons

 

Click on the    button.  Notice that the Add / Edit Details box contains a box called Classification turns a salmon color after you’ve clicked on the NEW button and fills in with the classification you want to edit (which in the case of fig. 2.20 is “Office”):

 

Fig 2.20 - “Add / Edit Details” box; editing an equipment name

 

Click in the salmon-colored box and type to make the desired changes to the classification.  Then click on the SAVE button.  The updated classification will be shown in the list.

 

Deleting an Equipment Classification

 

To delete an existing classification, first locate the classification in the list and then look to the right of it until you encounter a    button under the Delete column:

 

Fig 2.21 – “Delete” column with delete buttons

 

Click on the    button.  The classification to the left of the delete button you clicked will be deleted from the list.

Printing a List of All Equipment Classifications

 

To print a list of all equipment classifications entered into EZM Web so far, first locate the yellow-colored PRINT button at the bottom right part of the screen:

 

 

Fig 2.23 – “PRINT” button for printing the list of equipment classifications

 

Clicking on the PRINT button will print the following report:

 

Fig 2.24 – Report showing list of all equipment classifications

 

2.1.3 Maintenance Types

 

As mentioned in section 2.1 Setting Up the Equipment Maintenance Module, the equipment maintenance module setup section of EZM Web includes a section where you enter Maintenance Types, which are names / short descriptions of maintenance events that you schedule for your equipment in EZM Web.  Every periodic or emergency maintenance event that you create in EZM Web is assigned one of the names that you enter here.

 


To get to the section of EZM Web where you enter Maintenance Types, first you need to go to the equipment maintenance module setup screen (see section 2.1 Setting Up the Equipment Maintenance Module for how to get here).  Click on the Maintenance Type tab at the top of the screen:

 

Fig 2.25 – Maintenance Type tab

 

Doing this will take you to the section of the equipment module setup where you can enter the Maintenance Types:

 

Fig 2.26 – Section of equipment maintenance module setup for maintenance types

 

All of the maintenance types you have already entered will be listed in this screen:

 

Fig 2.27 – List of maintenance types

 

In this section of EZM Web, you can:

 

o         Enter new maintenance types

o         Edit an existing maintenance type

o         Delete a maintenance type

o         Print a report showing all of the maintenance types you’ve entered

 

Entering a New Maintenance Type

 

To enter a new maintenance type, first locate the yellow-colored NEW button at the bottom right part of the screen:

 

Fig 2.28 – “NEW” button for entering new maintenance types

 

Click on the NEW button to enter a new maintenance type.  Notice that the Add / Edit Details box in the upper right part of the screen contains a box called Maintenance Type that turns a salmon color after you’ve clicked on the NEW button:

 

Fig 2.29 – “Add / Edit Details” box where you enter a new maintenance type

 

Next, click in the salmon-colored box and type the new maintenance type.  Then click on the SAVE button.  The new maintenance type which you typed will appear in the list.

 

Editing an Existing Maintenance Type

 

To edit an existing maintenance type, first locate the maintenance type in the list and then look to the right of it until you encounter a    button under the Edit column:

 

Fig 2.30 – “Edit” column with edit buttons

Click on the    button.  Notice that the Add / Edit Details box contains a box called Maintenance Type turns a salmon color after you’ve clicked on the NEW button and fills in with the maintenance type you want to edit (which in the case of fig. 2.31 is “30 Day”):

 

Fig 2.31 - “Add / Edit Details” box; editing a maintenance type

 

Click in the salmon-colored box and type to make the desired changes to the maintenance type.  Then click on the SAVE button.  The updated maintenance type will be shown in the list.

 

Deleting a Maintenance Type

 

To delete an existing maintenance type, first locate the maintenance type in the list and then look to the right of it until you encounter a    button under the Delete column:

 

Fig 2.32 – “Delete” column with delete buttons

 

Click on the    button.  The maintenance type to the left of the delete button you clicked will be deleted from the list.

 

Printing a List of All Maintenance Types

 

To print a list of all maintenance types entered into EZM Web so far, first locate the yellow-colored PRINT button at the bottom right part of the screen:

 

Fig 2.33 – “PRINT” button for printing the list of maintenance types

 

Clicking on the PRINT button will print the following report:

 

Fig 2.34 – Report showing list of all maintenance types

 

2.1.4 Materials for Equipment Maintenance

 

As mentioned in section 2.1 Setting Up the Equipment Maintenance Module, the equipment maintenance module setup section of EZM Web includes a section where you enter the materials that you use in your equipment maintenance.

 

To get to the section of EZM Web where you enter materials for equipment maintenance, first you need to go to the equipment maintenance module setup screen (see section 2.1 Setting Up the Equipment Maintenance Module for how to get here).  Click on the Materials tab at the top of the screen:

 

Fig 2.35 – Materials tab

 

Doing this will take you to the section of the equipment module setup where you can enter the materials you will be using in equipment maintenance:

Fig 2.36 – Section of equipment maintenance module setup for equipment maintenance materials

 

In the screen shown in fig. 2.36, you will see all of the materials for equipment maintenance which you have entered into EZM Web so far:

 

Fig 2.37 – List of materials for equipment maintenance

 

This list not only includes items you’ve entered here, but also inventory items you’ve entered into EZM Web through the Inventory module which you’ve designated as being materials used in equipment maintenance.  (See section 4.1.2 Inputting Your Inventory Items for additional information on inputting items through the Inventory module).

 

In this section of EZM Web, you can:

 

o         Enter new materials for equipment maintenance

o         Edit existing materials

o         Delete materials

o         Print a report showing all of the materials for equipment maintenance you’ve entered

 

Entering a New Material

 

To enter a new material, first locate the yellow-colored NEW button at the bottom right part of the screen:

 

Fig 2.38 – “NEW” button for entering a new material

After clicking on the NEW button, a screen will open where you can enter the details about the new material:

 

Fig 2.39 – Screen for entering information about new material

 

Notice that Inventory Type and Equipment or Vehicle have been automatically given the values “Material” and “Equipment” respectively to indicate that the new inventory item you are entering is a material used in equipment maintenance.  You can change these values, but, if you do, the item you enter will not appear in the list of materials for equipment maintenance as seen in figs. 2.36 and 2.37 or be available for inclusion in equipment maintenance.

 

For detailed information on the purpose of each data entry field in this screen, please consult section 4.1.2 Entering Your Inventory Items.

 

When you have finished entering all of the information in this screen, click on the SAVE button to enter the new material into EZM Web.  If you have changed your mind and no longer want to enter the new material, click on the CANCEL button to return to the list of materials without entering anything.  The SAVE and CANCEL buttons are at the bottom of the screen:

 

Fig 2.40 – Close-up of fig. 2.39 showing “SAVE” and “CANCEL” buttons

 

Editing an Existing Material

 

To edit an existing material, first locate the material in the list of materials for equipment maintenance (as shown in figs. 2.36 and 2.37) and then look to the right of it until you encounter a    button under the Edit column:

 

Fig 2.41 – “Edit” column with edit buttons

 

Clicking on the    button will bring up the following screen where you can edit the material:

 

Fig 2.42 – Screen for entering information about new material

 

This screen is similar to the one where you enter a new material (see fig. 2.39).  However, notice that all of the existing information for the material you are editing is filled in the data fields.  You may change any of the data fields in this screen.

 

For detailed information on the purpose of each data entry field in this screen, please consult section 4.1.2 Entering Your Inventory Items.

When you have finished making all of your desired changes, click on the SAVE button to save the changes to the material.  If you have changed your mind and no longer want to make any changes, click on the CANCEL button to return to the list of materials without changing anything.  The SAVE and CANCEL buttons are at the bottom of the screen:

 

Fig 2.43 – Close-up of fig. 2.39 showing “SAVE” and “CANCEL” buttons

 

Deleting a Material

 

To edit an existing material, first locate the maintenance type in the list and then look to the right of it until you encounter a    button under the Delete column:

 

Fig 2.44 – “Delete” column with delete buttons

 

Click on the    button.  The material to the left of the delete button you clicked will be deleted from the list.

 

Printing a List of Materials Used in Equipment Maintenance

 

To print a list of all materials for equipment maintenance entered into EZM Web so far, first locate the yellow-colored PRINT button at the bottom right part of the screen:

 

Fig 2.45 – “PRINT” button for printing list of materials

 

Clicking on the PRINT button will print the following report:

Fig 2.46 – Report showing list of all materials used in equipment maintenance

 

2.1.5 Replacement Parts for Equipment Maintenance

 

As mentioned in section 2.1 Setting Up the Equipment Maintenance Module, the equipment maintenance module setup section of EZM Web includes a section where you enter the replacement parts that you use in your equipment maintenance.  Replacement parts are items you include in your maintenance events which need to be replaced in the event that there is a part failure or that part fails an inspection. 

 

To get to the section of EZM Web where you enter replacement parts for equipment maintenance, first you need to go to the equipment maintenance module setup screen (see section 2.1 Setting Up the Equipment Maintenance Module for how to get here).  Click on the Parts tab at the top of the screen:

 

Fig 2.46 – Parts tab

 

Doing this will take you to the section of the equipment module setup where you can enter the replacement parts you will be using in equipment maintenance:

Fig 2.47 – Section of equipment maintenance module setup for equipment maintenance replacement parts

 

In the screen shown in fig. 2.46, you will see all of the replacement parts for equipment maintenance which you have entered into EZM Web so far:

 

Fig 2.48 – List of replacement parts for equipment maintenance

 

This list not only includes items you’ve entered here, but also inventory items you’ve entered into the EZM Web through the Inventory module which you’ve designated as being replacement parts used in equipment maintenance.  (See section 4.1.2 Inputting Your Inventory Items for additional information on inputting items through the Inventory module).

 

In this section of the EZM Web, you can:

 

o         Enter new replacement parts for equipment maintenance

o         Edit existing replacement parts

o         Delete replacement parts

o         Print a report showing all of the replacement parts for equipment maintenance you’ve entered

 

Entering a New Replacement Part

 

To enter a new replacement part, first locate the yellow-colored NEW button at the bottom right part of the screen:

 

Fig 2.49 – “NEW” button for entering a new material

After clicking on the NEW button, a screen will open where you can enter the details about the new replacement part:

 

Fig 2.50 – Screen for entering information about new replacement part

 

Notice that Inventory Type and Equipment or Vehicle have been automatically given the values “Part” and “Equipment” respectively to indicate that the new inventory item you are entering is a replacement part used in equipment maintenance.  You can change these values, but, if you do, the item you enter will not appear in the list of replacement parts for equipment maintenance or be available for inclusion in equipment maintenance.

 

For detailed information on the purpose of each data entry field in this screen, please consult section 4.1.2 Entering Your Inventory Items.

 

When you have finished entering all of the information in this screen, click on the SAVE button to enter the new replacement part into EZM Web.  If you have changed your mind and no longer want to enter the new replacement part, click on the CANCEL button to return to the list of parts without entering anything.  The SAVE and CANCEL buttons are at the bottom of the screen:

 

Fig 2.51 – Close-up of fig. 2.49 showing “SAVE” and “CANCEL” buttons

Editing an Existing Replacement Part

 

To edit an existing replacement part, first locate the part in the list of replacement parts for equipment maintenance (as shown in figs. 2.36 and 2.37) and then look to the right of it until you encounter a    button under the Edit column:

 

Fig 2.52 – “Edit” column with edit buttons

 

Clicking on the    button will bring up the following screen where you can edit the replacement part:

 

Fig 2.53 – Screen for entering information about new material

 

This screen is similar to the one where you enter a new replacement part (see fig. 2.39).  However, notice that all of the existing information for the part you are editing is filled in the data fields.  You may change any of the data fields in this screen.

 

For detailed information on the purpose of each data entry field in this screen, please consult section 4.1.2 Entering Your Inventory Items.

When you have finished making all of your desired changes, click on the SAVE button to save the changes to the part.  If you have changed your mind and no longer want to make any changes, click on the CANCEL button to return to the list of replacement parts without changing anything.  The SAVE and CANCEL buttons are at the bottom of the screen:

 

Fig 2.54 – Close-up of fig. 2.39 showing “SAVE” and “CANCEL” buttons

 

Deleting a Replacement Part

 

To edit an existing replacement part, first locate the maintenance type in the list and then look to the right of it until you encounter a    button under the Delete column:

 

Fig 2.55 – “Delete” column with delete buttons

 

Click on the    button.  The replacement part to the left of the delete button you clicked will be deleted from the list.

 

Printing a List of Replacement Parts Used in Equipment Maintenance

 

To print a list of all replacement parts used in equipment maintenance entered into EZM Web so far, first locate the yellow-colored PRINT button at the bottom right part of the screen:

 

Fig 2.56 – “PRINT” button for printing list of replacement parts

 

Clicking on the PRINT button will print the following report:

Fig 2.57 – Report showing list of all replacement parts used in equipment maintenance

 

2.1.6 Equipment Maintenance Operations

 

As mentioned in section 2.1 Setting Up the Equipment Maintenance Module, the equipment maintenance module setup section of EZM Web includes a section where you enter the operations that you perform in equipment maintenance.  In EZM Web, each maintenance event that you schedule for a piece of equipment breaks down into individual operations.  Each of these operations must be chosen from a list you enter into this section of EZM Web.

 

To get to the section of EZM Web where you enter Operations, first you need to go to the equipment maintenance module setup screen (see section 2.1 Setting Up the Equipment Maintenance Module for how to get here).  Click on the Operations tab at the top of the screen:

 

Fig 2.58 – Operations tab

 

Doing this will take you to the section of the equipment module setup where you can enter the operations:

 

Fig 2.59 – Section of equipment maintenance module setup for operations

 

All of the operations you have already entered will be listed in this screen:

 

Fig 2.60 – Detail of fig. 2.59 showing list of operations

 

As you can see, each operation is listed with its name and a detailed description of what is done to accomplish each operation.

 

In this section of the EZM Web, you can:

 

o         Enter new operations

o         Edit existing operations

o         Delete operations

o         Print a report showing all of the operations you’ve entered

Entering a New Operation

 

To enter a new operation, first locate the yellow-colored NEW button at the bottom right part of the screen:

 

Fig 2.61 – “NEW” button for entering new operations

 

Click on the NEW button to enter a new operation.  Notice that the Add / Edit Details box in the upper right part of the screen contains a box called Operation Name that turns a salmon color after you’ve clicked on the NEW button:

 

Fig 2.62 – “Add / Edit Details” box where you enter a new operation

 

Click in the Operation Name box and type in the name of the operation.  The name of the operation should be a short identifying name such as “Inspect Ceiling Lights”.  In addition to entering the name of the operation, you must also enter a detailed description of the operation.  After you’ve entered the Operation Name, then click in the Operation Description field just below (also shown in fig. 2.62) and type in the operation description.

 

After you’ve entered the name and description of the operation, then click on the SAVE button.  The new operation will appear in the list.

Editing an Existing Operation

 

To edit an existing operation, first locate operation in the list and then look to the right of it until you encounter a    button under the Edit column:

 

Fig 2.63 – “Edit” column with edit buttons

 

Click on the    button.  Notice that the Add / Edit Details box contains a box called Operation Name that turns a salmon color after you’ve clicked on the    button and fills in with the name of the operation you want to edit (which in the case of fig. 2.64 is “Inspect Support Cables”):

 

Fig 2.64 - “Add / Edit Details” box; editing a maintenance type

 

Click in the salmon-colored box and type to make the desired changes to the name of the operation.  You can also edit the description of the operation by clicking in the Operation Description field and typing to make your changes.  When you have finished making your changes to the operation name and description, then click on the SAVE button.  The updated maintenance type will be shown in the list.

 

Deleting an Operation

 

To delete an existing operation, first locate the operation in the list and then look to the right of it until you encounter a    button under the Delete column:

 

Fig 2.65 – “Delete” column with delete buttons

 

Click on the    button.  The operation to the left of the delete button you clicked will be deleted from the list.

 

Printing a List of All Operations

 

To print a list of all operations entered into EZM Web so far, first locate the yellow-colored PRINT button at the bottom right part of the screen:

 

Fig 2.66 – “PRINT” button for printing the list of maintenance types

 

Clicking on the PRINT button will print the following report:

 

Fig 2.67 – Report showing list of all operations

 

2.1.7 Equipment Maintenance Profiles

 

As mentioned in section 2.1 Setting Up the Equipment Maintenance Module, the equipment maintenance module setup section of EZM Web includes a section where you enter maintenance profiles.

 

Maintenance profiles are an important part of EZM Web.  A maintenance profile is a complete description of the maintenance for a piece of equipment.  However, a maintenance profile is not meant for one specific concrete piece of equipment per se.  Rather, it is meant for one or more pieces of equipment all sharing the same maintenance requirements.  The power of maintenance profiles in EZM Web comes from the fact that when you enter several pieces of equipment into EZM Web that all have the same maintenance requirements, you only have to apply the same maintenance profile to each of them when entering them into EZM Web instead of having to manually enter those maintenance requirements over and over again for each one.

 

Each time you enter a new piece of equipment into EZM Web, you must select the maintenance profile that contains a description of the maintenance for that piece of equipment.  Therefore, before you enter any pieces of equipment into EZM Web, you must create at least one maintenance profile.

 

As mentioned before, each maintenance profile is a complete description of the maintenance requirements for a piece of equipment.  A maintenance profile can be decomposed into one or more maintenance types, which are maintenance actions that are performed periodically.  Furthermore, each maintenance type can be broken down into the specific steps or operations needed to complete the maintenance, the materials that are performed in the maintenance, and the replacement parts that might be needed.

 

A graphical representation of the structure of a maintenance profile is shown below in fig. 2.68:

 

Fig 2.68 – Graphical representation of the structure of a maintenance profile

 

To get to the section of EZM Web where you enter materials for equipment maintenance, first you need to go to the equipment maintenance module setup screen (see section 2.1 Setting Up the Equipment Maintenance Module for how to get here).  Click on the Profiles tab at the top of the screen:

 

Fig 2.69 – Profiles Tab

 

Clicking on the Profiles tab will take you to the screen where you can enter equipment maintenance profiles into EZM Web:

 

Fig 2.69 – Screen for entering equipment maintenance profiles into EZM Web

 

The list of maintenance profiles which you’ve entered so far is at the top of the screen:

 

Fig 2.70 – List of equipment maintenance profiles in EZM Web

 

In this section of the manual, we will describe:

 

o         How to create a maintenance profile

o         How to add additional maintenance types to a profile

o         How to specify the specific steps to take to complete a maintenance type (called “operations”)

o         How to specify the materials used in a maintenance type

o         How to specify the replacement parts that might be needed in maintenance type

o         How to edit maintenance profiles

o         How to print a list of maintenance profiles you’ve entered into EZM Web

 

Creating a New Maintenance Profile

 

To start creating a new maintenance profile, first look to the upper right part of the screen for an Add/Edit Profile box:

 

Fig 2.71 – “Add/Edit Profile” box with “Profile Name” and “Description” fields

 

First click in the Profile Name field and type in the name you wish to refer to this profile throughout EZM Web.  You can also click in the Description field and enter a description of the maintenance that this profile will specify, although this is optional, and you may leave this field blank if you wish.  After you have entered the Profile Name and (optionally) Description, then click on the NEXT button below the two fields.

 

After clicking on the NEXT button, a window will pop up in the middle of the screen reminding you that creating a maintenance profile is a 2-step process: the second step is adding at least one maintenance type to the profile to create it.  Click on the OK button in the pop-up window:

Fig 2.72 – Pop-up window notifying user that creating a profile is a 2-step process

 

After the pop-up window closes, you will notice that the Add/Edit Profile box in the upper right part of the screen has been replaced with an Add/Edit Maint. box:

 

Fig 2.73 – “Add/Edit Maint.” box for adding a maintenance type to a profile

 

The Add/Edit Maint. box is where you enter the one maintenance type you need to create the maintenance profile, since every maintenance profile needs at least one maintenance type.  The first thing you should do is select the name of the maintenance type you are adding to the maintenance profile by selecting from the Maintenance Type drop-down box at the top of the Add/Edit Maint. box.  You will only be able to select from maintenance type names that you have already entered into EZM Web.  For information on how to enter these maintenance type names, see section 2.1.3 Maintenance Types.

 

Next, you’ll need to enter the frequency at which the maintenance type you are entering occurs (see fig 2.74).  If you enter the frequency both in days and logged hours of usage, the maintenance will become due when whichever of the two comes first.

 

Fig 2.74 – Fields where scheduling information for a maintenance type is entered

 

Lastly, you can enter a description of the maintenance type in the Description field, although this is optional.

Once you have entered the name for the maintenance type, the frequency at which the maintenance takes place, and (optionally) the description, click on the SAVE button at the lower right hand corner of the Add/Edit Maint. box.  The equipment maintenance profile will have been created: you will see the maintenance profile appear in the list of profiles, and it will have the one maintenance type you specified, which will be shown to the left of the Add/Edit Maint. box:

 

Fig 2.75 – Single maintenance type shown after creation of maintenance profile

 

Adding More Maintenance Types to a Profile

 

To add more maintenance types to a profile, first look at the list of maintenance profiles (see fig. 2.70) and find the maintenance profile to which you want to add one or more additional maintenance types.  Click on the name of the maintenance profile to which you want to add more maintenance types to select it.  The list of maintenance types in the profile you selected will be shown below the list of equipment maintenance profiles:

 

Fig 2.76 – List of maintenance types for a selected profile

 

Now, to add maintenance types to the profile, use the Add / Edit Maint. box to the right of the list of maintenance types (this is shown in fig. 2.74).  The first thing you should do is select the name of the maintenance type you are adding to the maintenance profile by selecting from the Maintenance Type drop-down box at the top of the Add/Edit Maint. box.  You will only be able to select from maintenance type names that you have already entered into EZM Web.  For information on how to enter these maintenance type names, see section 2.1.3 Maintenance Types.

 

Next, you’ll need to enter the frequency at which the maintenance type you are entering occurs (see fig 2.74).  If you enter the frequency both in days and logged hours of usage, the maintenance will become due when whichever of the two comes first.  If you are not scheduling by hours of usage and are only scheduling by number of days, then you can enter “0” for the hours.

 

Lastly, you can enter a description of the maintenance type in the Description field, although this is optional.

 

Once you have entered the name for the maintenance type, the frequency at which the maintenance takes place, and (optionally) the description, click on the SAVE button at the lower right hand corner of the Add/Edit Maint. box.  The new maintenance type will be added to the maintenance profile and will be displayed in the list of maintenance types.

Specifying the Steps to Take to Complete a Maintenance Type

 

Every maintenance type you have in a maintenance profile includes the steps to take to complete the maintenance type.  These are referred to as the “operations”.

 

To do this, first select the maintenance type to which you want to add an operation by clicking on it.  Then look in the lower left corner of the screen for a box that has three options: MATERIALS, OPERATIONS, and PARTS TO MAINTAIN:

 

Fig 2.77 – Box with “MATERIALS”, “OPERATIONS”, and “PARTS TO MAINTAIN” options

 

Click on OPERATIONS.  Once you have clicked there, a list of all of the operations in the maintenance type will display to the right (or will be empty if you haven’t entered any operations yet):

 

Fig 2.78 – List of operations

 

For each operation in the list, the sequence/step no. is shown (Sequence No.), the operation name is shown (Operation), and a detailed description of the operation (Operation Description).

 

To add a new operation, use the Add/Edit Operations box to the right to add a new operation to the list:

Fig 2.79 – “Add/Edit Operations” box used to add a new operation to a maintenance type

 

First, enter the step no. of the operation: in other words, if it’s the 1st, 2nd, 4th step, etc.  Do this by clicking in the Sequence No. box and typing in a number.  Then select the operation you want to add from the Operation drop-down box.  Keep in mind that only the operations you entered into EZM Web so far are available to be entered here.  (See section 2.1.6 Equipment Maintenance Operations for how to enter equipment maintenance operations into EZM Web.)

 

Once you have entered the sequence number and selected the operation, then click on the SAVE button to add the operation to the maintenance type.  You may add as many operations as necessary to specify all of the steps needed to complete the maintenance.

 

You can also edit an operation that you’ve already entered: you can change the sequence number, the operation description, or the operation itself.  To do this, locate the operation in the list which you want to edit and then look to the right of it until you encounter a    button under the Edit column.  Once you click on the edit button, the information about the operation you’re editing will appear in the Add/Edit Operations box:

 

Fig 2.80 – Editing an operation in the “Add/Edit Operations” box

 

In the Add/Edit Operations box, edit any of the information you wish, and then click on the SAVE button.  The operation will be updated with the new information.

 

To delete a operation from the maintenance type, locate the operation in the list and then look to the right of it until you encounter a    button under the Delete column.  Click on the    button.  The operation to the left of the delete button you clicked will be deleted from the list.

 

Specifying the Materials Used in the Maintenance

 

When you add materials to a maintenance type, those materials will be used every time the maintenance is performed.  In addition, the materials you add to the maintenance type will automatically be deducted from your inventory every time you complete a work order for that maintenance.

 

To begin adding materials to a maintenance type, first look in the lower left corner of the screen for a box that has three options: MATERIALS, OPERATIONS, and PARTS TO MAINTAIN:

 

Fig 2.81 – Box with “MATERIALS”, “OPERATIONS”, and “PARTS TO MAINTAIN” options

 

Click on MATERIALS.  Once you have clicked there, a list of all of the materials in the maintenance type will display to the right (or will be empty if you haven’t entered any materials yet):

 

Fig 2.82 – List of materials

 

For each material in the list, its unique identification number is shown (Material No.), the material name is shown (Material Description), and the quantity used in the maintenance is shown (Qty.).

To add a new material, use the Add/Edit Material box to the right to add a new material to the list:

 

Fig 2.83 – “Add/Edit Material” box used to add a new material to a maintenance type

 

First, enter the name of the material you want to add  Do this by clicking in the Material box and typing in the name.  EZM Web will automatically generate a drop-down list for materials in your inventory whose name matches what you have typed so far.  When you see the material you want to add, then click on that material in the drop-down list.  Then enter the quantity of the material you want to use.  Keep in mind that only the materials you entered into EZM Web so far for equipment maintenance are available to be entered here.  (See section 2.1.4 Materials for Equipment Maintenance for how to enter materials for equipment maintenance into EZM Web.)

 

Once you have entered the material and the quantity, then click on the SAVE button to add the material to the maintenance type.  You may add as many materials as necessary to specify all of the materials needed in the maintenance.

 

You can also edit an material that you’ve already entered: you can change both the material and the quantity used.  To do this, locate the material in the list which you want to edit and then look to the right of it until you encounter a    button under the Edit column.  Once you click on the edit button, the information about the material you’re editing will appear in the Add/Edit Material box:

 

Fig 2.84 – Editing a material in the “Add/Edit Material” box

 

In the Add/Edit Material box, edit any of the information you wish, and then click on the SAVE button.  The material will be updated with the new information.

 

To delete a material from the maintenance type, locate the material in the list and then look to the right of it until you encounter a    button under the Delete column.  Click on the    button.  The material to the left of the delete button you clicked will be deleted from the list.

 

Specifying the Replacement Parts Used in the Maintenance

 

For each maintenance type in a maintenance profile, you can specify the parts to be inspected and possibly replaced in the maintenance.  However, unlike materials that are automatically deducted from inventory when the work order is completed, replacement parts are only deducted from inventory if the parts actually needed to be replaced during the maintenance following an inspection.  It is common, for example, to combine a replacement part with an operation that specifies that the existing part be inspected and replaced if damaged.

 

To begin adding replacement parts to a maintenance type, first look in the lower left corner of the screen for a box that has three options: MATERIALS, OPERATIONS, and PARTS TO MAINTAIN:

 

Fig 2.85 - Box with “MATERIALS”, “OPERATIONS”, and “PARTS TO MAINTAIN” options

 

Click on PARTS TO MAINTAIN.  Once you have clicked there, a list of all of the replacement parts in the maintenance type will display to the right (or will be empty if you haven’t entered any parts yet):

 

Fig 2.85 – List of Replacement Parts

 

For each part in the list, its unique identification number is shown (Part No.), the material name is shown (Part Description), and the quantity to be replaced (if necessary) is shown as well (Qty.).

 

To add a new replacement part, use the Add/Edit Part box to the right to add a new part to the list:

 

Fig 2.86 – “Add/Edit Part” box used to add a new replacement part to a maintenance type

 

First, enter the name of the replacement part you want to add.  Do this by clicking in the Part box and typing in the name.  EZM Web will automatically generate a drop-down list for replacement parts in your inventory whose name matches what you have typed so far.  When you see the part you want to add, then click on that part in the drop-down list.  Then enter the quantity of the part you would need to replace in the instance of a part failure or failed inspection.  Keep in mind that only the parts you entered into EZM Web so far for equipment maintenance are available to be entered here.  (See section 2.1.5 Parts for Equipment Maintenance for how to enter parts for equipment maintenance into EZM Web.)

 

Once you have entered the part and the quantity, then click on the SAVE button to add the part to the maintenance type.  You may add as many replacement parts as necessary to specify all of the parts that need to be inspected and/or replaced during the maintenance.

 

You can also edit a replacement part that you’ve already entered: you can change both the part and the quantity.  To do this, locate the part in the list which you want to edit and then look to the right of it until you encounter a    button under the Edit column.  Once you click on the edit button, the information about the material you’re editing will appear in the Add/Edit Part box:

 

Fig 2.87 – Editing a replacement part in the “Add/Edit Part” box

 

In the Add/Edit Part box, edit any of the information you wish, and then click on the SAVE button.  The part will be updated with the new information.

 

To delete a replacement part from the maintenance type, locate the part in the list and then look to the right of it until you encounter a    button under the Delete column.  Click on the    button.  The part to the left of the delete button you clicked will be deleted from the list.

 

Reports Available on the Equipment Maintenance Profile Screen

 

There are four reports that you can print from the equipment maintenance profile screen:

 

·          A report that shows all of the equipment maintenance profiles that have been entered into EZM Web so far.

·          A report that shows all of the materials in all of your equipment maintenance profiles.

·          A report that shows all of the operations in all of your equipment maintenance profiles.

·          A report that shows all of the replacement parts in all of your equipment maintenance profiles.

 

To print any of these reports, first locate the Reports box at the lower-right corner of the screen:

 

Fig 2.88 – The “Reports” box showing reports that can be printed

 

Then click on one of the small circles next to Profile List, Material, Operation, or Part to select the report you want to print, and then click on the PRINT button.  For example, here is the report that displays all of the equipment maintenance profiles currently entered into EZM Web:

Fig 2.89 – Report showing list of all equipment maintenance profiles