Contents:

 

3.1 Setting Up the Vehicle Service Module

 

View Tutorial Video for Section 3.1 Here

 

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

 

Fig. 3.2 – Setup Link

 

After you click on Setup, you will be taken to the section of the program where you set up the vehicle maintenance module.  The first screen you will see is the following:

 

Fig. 3.3 – Setup for vehicle module where you enter vehicle names

 

In this section of EZM Web, you set up the vehicle service module.  Notice that at the top part of the screen there are several tabs: Vehicle Name, Classification, Service Types, Materials, Parts, Services, Operations, and Profiles:

 

Fig. 3.4 – Tabs showing sections of vehicle maintenance module setup

 

These tabs represent different areas of the vehicle service 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         Vehicle Name: Here you enter names / short descriptions of types of vehicles that you enter into EZM Web.  Every time you enter a vehicle into EZM Web, you assign it one of the vehicle names you have entered here.  This is to help you identify, at a glance, what the various types of vehicles you have entered into EZM Web are.

o         Classification: EZM Web also lets you assign vehicles you enter into EZM Web different classifications.  This allows you to group related vehicles 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 vehicle classifications you want to create.

o         Service Type: This is where you enter names / short descriptions of maintenance events that you schedule for your vehicles in EZM Web.  Every periodic or emergency maintenance event for vehicles 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 vehicle maintenance.

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

o         Services: This is where you enter the names of the individual services which compose a service type (for example: "transmission check", "oil and filter replace", "check all fluids")

o         Operations: In EZM Web, each maintenance event that you schedule for a vehicle 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 Service Profile is a complete description of a maintenance schedule for a vehicle.  By clicking on the Profiles tab, you are taken to a section of EZM Web where you can create new or edit Service Profiles.  Thus, whenever you input a new vehicle into EZM Web (see section 3.2 Entering, Editing, and Deleting Your Vehicles in EZM Web), you must select one of the service profiles you’ve created.  This is advantageous because you need not input every detail of the maintenance schedule for every vehicle you enter, but rather just select the service profile that contains the maintenance you want to have performed for that vehicle.  This saves a lot of time when entering several vehicles which all have the same maintenance requirements.

 

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

 

3.1.1 Vehicle Names

 

As mentioned in section 3.1 Setting Up the Vehicle Service Module, the vehicle module setup section of EZM Web includes a section where you enter Vehicle Names, which are names / short descriptions of types of vehicles that you enter into EZM Web.  Every time you enter a vehicle into EZM Web, you assign it one of the vehicle names you have entered.  This is to help you identify, at a glance, what the various types of vehicles you have entered into the EZM Web are.

 

To get to the section of EZM Web where you enter Vehicle Names, first you need to go to the section of the program where you set up the vehicle service module (see section 3.1 Setting Up the Vehicle Service Module for how to get here).  Click on the Vehicle Name tab (the leftmost tab) near the top of the screen:

 

Fig 3.5 - Vehicle Name tab

 

Doing this will take you to the section of the vehicle service module setup where you can enter the Vehicle Names:

 

Fig. 3.6 – Setup for vehicle module where you enter vehicle names

 

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

 

Fig. 3.7 – List of vehicle names entered into EZM Web

 

In this section of EZM Web, you can:

 

o         Enter new vehicle names

o         Edit an existing vehicle name

o         Delete a vehicle name

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

 

Entering a New Vehicle Name

 

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

 

Fig 3.8 – “NEW” button for entering a new vehicle name

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

 

Fig 3.9 – “Add / Edit Details” box where you enter a new vehicle name

 

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

 

Editing an Existing Vehicle Name

 

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

 

Fig 3.10 – “Edit” column with edit buttons

 

Click on the    button.  Notice that the Add / Edit Details box contains a box called Vehicle Name turns a salmon color after you’ve clicked on the NEW button and fills in with the vehicle name you want to edit (which in the case of fig. 3.11 is “passenger car”):

 

Fig 3.11 – “Add / Edit Details” box; editing a vehicle name

 

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

Deleting a Vehicle Name

 

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

 

Fig 3.12 – “Delete” column with delete buttons

 

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

 

Printing a List of All Vehicle Names

 

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

 

Fig 3.13 – “PRINT” button for printing the list of vehicle names

 

Clicking on the PRINT button will print the following report:

 

Fig 3.14 – Report showing list of all vehicle names

 

3.1.2 Vehicle Classifications

 

As mentioned in section 3.1 Setting Up the Vehicle Service Module, the vehicle service module setup section of EZM Web includes a section where you enter Vehicle Classifications, which are names of groups which you can assign different vehicles to for maintenance tracking purposes.  Every time you enter a new vehicle into EZM Web, you can assign it one of the Classification names you have entered. 

 

To get to the section of EZM Web where you enter Vehicle Classifications, first you need to go to the section of the program where you set up the vehicle service module (see section 3.1 Setting Up the Vehicle Service Module for how to get here).  Click on the Classification tab near the top of the screen:

 

Fig 3.15 - Classification tab

 

Doing this will take you to the section of the vehicle service module setup where you can enter the Vehicle classifications:

 

Fig 3.16 - Section of vehicle maintenance module setup for vehicle classifications

 

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

 

Fig 3.17 - List of all vehicle classifications

In this section of EZM Web, you can:

 

o         Enter new vehicle classifications

o         Edit an existing vehicle classification

o         Delete a vehicle classification

o         Print a report showing all vehicle classifications you’ve entered

 

Entering a New Vehicle Classification

 

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

 

Fig 3.18 – “NEW” button for entering a new vehicle classification

 

Click on the NEW button to enter a new vehicle 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 3.19 – “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 Vehicle Classification

 

To edit an existing vehicle 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 3.20 – “Edit” column with edit buttons

 

Click on the    button.  Notice that the Add / Edit Details box contains a box called Classification Name which turns a salmon color after you’ve clicked on the    button and fills in with the classification you want to edit (which in the case of fig. 3.21 is “Wilshire Office”):

 

Fig 3.21 - “Add / Edit Details” box; editing a vehicle classification

 

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 a Vehicle Classification

 

To delete an existing vehicle 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 3.22 – “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 Vehicle Classifications

 

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

 

Fig 3.23 – “PRINT” button for printing the list of vehicle classifications

 

Clicking on the PRINT button will print the following report:

 

Fig 3.24 – Report showing list of all vehicle classifications

 

3.1.3 Service Types

 

As mentioned in section 3.1 Setting Up the Vehicle Service Module, the vehicle service module setup section of EZM Web includes a section where you enter Service Types, which are names / short descriptions of maintenance events that you schedule for your vehicles in EZM Web.  Every periodic or emergency maintenance event that you create in EZM Web for a vehicle is assigned one of the names that you enter here.  Examples of service types are “75,000 Mile Service”, “Warranty Service”, “Routine Maintenance”, etc.

 

To get to the section of EZM Web where you enter Service Types, first you need to go to the section of the program where you set up the vehicle service module (see section 3.1 Setting Up the Vehicle Service Module for how to get here).  Click on the Service Types tab near the top of the screen:

 

Fig 3.25 – Service Types

 

Doing this will take you to the section of the vehicle service module setup where you can enter the Service Types:

 

 

Fig 3.26 – Section of vehicle service module setup for service types

 

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

 

Fig 3.27 – List of service types

 

In this section of EZM Web, you can:

 

o         Enter new service types

o         Edit an existing service type

o         Delete a service type

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

 

Entering a New Service Type

 

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

 

Fig 3.28 – “NEW” button for entering new service types

 

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

 

Fig 3.29 – “Add / Edit Details” box; editing a service type

 

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

 

Editing an Existing Service Type

 

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

 

Fig 3.30 – “Edit” column with edit buttons

 

Click on the    button.  Notice that the Add / Edit Details box contains a box called Service Type turns a salmon color after you’ve clicked on the    button and fills in with the service type you want to edit (which in the case of fig. 3.30 is “Warranty Service”):

 

Fig 3.31 – “Add / Edit Details” box; editing a service type

 

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

Deleting a Service Type

 

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

 

Fig 3.32 – “Delete” column with delete buttons

 

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

 

Printing a List of All Service Types

 

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

 

Fig 3.33 – “PRINT” button for printing the list of service types

 

Clicking on the PRINT button will print the following report:

 

Fig 3.34 – Report showing list of all service types

 

3.1.4 Materials for Vehicle Maintenance

 

As mentioned in section 3.1 Setting Up the Vehicle Service Module, the vehicle service module setup section of EZM Web includes a section where you enter the materials that you use in your vehicle maintenance.

 

To get to the section of EZM Web where you enter materials for vehicle maintenance, first you need to go to the section of the program where you set up the vehicle service module (see section 3.1 Setting Up the Vehicle Service Module for how to get here).  Click on the Materials tab near the top of the screen:

 

Fig 3.35 – Materials tab

 

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

 

Fig 3.36 – Section of vehicle service module setup for vehicle maintenance materials

 

In the screen shown in fig. 3.36, you will see all of the materials for vehicle maintenance which you have entered into EZM Web so far:

 

Fig 3.37 – Section of vehicle service module setup for vehicle maintenance materials

 

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 vehicle 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 vehicle maintenance

o         Edit existing materials

o         Delete materials

o         Print a report showing all of the materials for vehicle 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 3.38 – “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 3.39 – Screen for entering information about new material

 

Notice that Inventory Type and Equipment or Vehicle have been automatically given the values “Material” and “Vehicle” respectively to indicate that the new inventory item you are entering is a material used in vehicle maintenance.  You can change these values, but, if you do, the item you enter will not appear in the list of materials for vehicle maintenance as seen in figs. 3.34 and 3.35 or be available for inclusion in vehicle maintenance.

 

For detailed information on the purpose of each data entry field in this screen, please consult section 4.1.2 Inputting 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 3.40 – Close-up of fig. 3.39 showing “SAVE” and “CANCEL” buttons

 

Editing an Existing Material

 

To edit an existing material, first locate the material in the list of materials for vehicle maintenance (as shown in figs. 3.36 and 3.37) and then look to the right of it until you encounter a    button under the Edit column:

 

Fig 3.41 – “Edit” column with edit buttons

 

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

 

Fig 3.42 – Screen for editing information about a material

 

This screen is similar to the one where you enter a new material (see fig. 3.39).  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 Inputting 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 3.43 – Close-up of fig. 3.42 showing “SAVE” and “CANCEL” buttons

 

Deleting a Material

 

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

 

Fig 3.44 – “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 Vehicle Maintenance

 

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

 

Fig 3.45 – “PRINT” button for printing list of materials

 

Clicking on the PRINT button will print the following report:

 

Fig 3.46 – Report showing list of all materials used in vehicle maintenance

 

3.1.5 Replacement Parts for Vehicle Maintenance

 

As mentioned in section 3.1 Setting Up the Vehicle Service Module, the vehicle service module setup section of EZM Web includes a section where you enter the replacement parts that you use in your vehicle 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 vehicle maintenance, first you need to go to the section of the program where you set up the vehicle service module (see section 3.1 Setting Up the Vehicle Service Module for how to get here).  Click on the Parts tab near the top of the screen:

 

Fig 3.47 – Parts tab

 

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

 

Fig 3.48 – Section of vehicle service module setup for vehicle maintenance replacement parts

 

In the screen shown in fig. 3.48, you will see all of the replacement parts for vehicle maintenance which you have entered into EZM Web so far:

 

Fig 3.49 – List of replacement parts for vehicle 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 vehicle 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 vehicle maintenance

o         Edit existing replacement parts

o         Delete replacement parts

o         Print a report showing all of the replacement parts for vehicle 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 3.50 – “NEW” button for entering a new replacement part

 

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

 

Fig 3.51 – Screen for entering information about new replacement part

 

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

 

For detailed information on the purpose of each data entry field in this screen, please consult section 4.1.2 Inputting 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 3.52 – Close-up of fig. 3.51 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 vehicle maintenance (as shown in figs. 3.48 and 3.49) and then look to the right of it until you encounter a    button under the Edit column:

 

Fig 3.53 – “Edit” column with edit buttons

 

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

 

Fig 3.54 – Screen for editing information about an existing material

 

This screen is similar to the one where you enter a new replacement part (see fig. 3.51).  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 Inputting 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 3.55 – Close-up of fig. 2.54 showing “SAVE” and “CANCEL” buttons

 

Deleting a Replacement Part

 

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

 

Fig 3.56 – “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 Vehicle Maintenance

 

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

 

Fig 3.57 – “PRINT” button for printing list of replacement parts

 

Clicking on the PRINT button will print the following report:

 

Fig 3.58 – “PRINT” button for printing list of replacement parts

3.1.6 Vehicle Services

 

As mentioned in section 3.1 Setting Up the Vehicle Service Module, the vehicle service module setup section of EZM Web includes a section where you enter the services which compose each service type.  In EZM Web, each maintenance event/service type that you schedule for a vehicle breaks down into individual services; for example you may have a “3000 Mile Service” service type which breaks down into the 3 services called “Oil Change”, “Transmission Fluid Check”, and “Air Filter Check”.  To have these services available for inclusion in your maintenance in EZM Web, you must enter them in the services section of the vehicle service module setup.  For more information on the relationship between maintenance profiles, service types, and services, see section 3.1.8 Vehicle Service Profiles.

 

To get to the section of EZM Web where you enter Services, first you need to go to the section of the program where you set up the vehicle service module (see section 3.1 Setting Up the Vehicle Service Module for how to get here).  Click on the Services tab near the top of the screen:

 

Fig 3.59 – Services Tab

 

Doing this will take you to the section of the vehicle service module setup where you can enter the services:

 

Fig 3.60 – Section of vehicle service module setup for services

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

 

Fig 3.61 – List of services entered into EZM Web so far

 

As you can see, each service is listed with its identifying code and a detailed description of each service.

 

In this section of the EZM Web, you can:

 

o         Enter new services

o         Edit existing services

o         Delete services

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

 

Entering a New Service

 

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

 

Fig 3.62 – “NEW” button for entering new services

 

Click on the NEW button to enter a new service.  Notice that the Add / Edit Details box in the upper right part of the screen contains a box called Service Code:

 

Fig 3.63 – “Add / Edit Details” box where you enter a new service

 

Click in the Service Code box and type in the service code for the new service that you are entering.  Keep in mind that the service code cannot be the same as one that you have already entered; in other words, it must be unique.  An example of a service code would be “oil1”, which could denote an oil change service.  In addition to entering the code of the service, you must also enter a detailed description of the service itself.  After you’ve entered the Service Code, then click in the Description field just below (also shown in fig. 3.63) and type in the service description.

 

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

 

Editing an Existing Service

 

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

 

Fig 3.64 – “Edit” column with edit buttons

 

Click on the    button.  Notice that the Add / Edit Details box contains a box called Service Code.  (which in the case of fig. 2.65 is “Full Brake”):

 

Fig 3.65 - “Add / Edit Details” box; editing a service

 

Click in the Service Code box and type to make the desired changes to the service code.  You can also edit the description of the service by clicking in the Description field and typing to make your changes.  When you have finished making your changes to the service code and description, then click on the SAVE button.  The updated service will be shown in the list.

 

Deleting a Service

 

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

 

Fig 3.66 – “Delete” column with delete buttons

 

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

 

Printing a List of All Services

 

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

 

 

Fig 3.67 – “PRINT” button for printing the list of services

Clicking on the PRINT button will print the following report:

 

Fig 3.68 – Report showing list of all vehicle services

 

3.1.7 Vehicle Maintenance Operations

 

As mentioned in section 3.1 Setting Up the Vehicle Service Module, the vehicle service module setup section of EZM Web includes a section where you enter the operations that you perform in each vehicle service (that’s each vehicle service, as distinguished from service type).  In EZM Web, each service for a vehicle breaks down into individual operations.  When choosing which operations are to be performed in a service, each of them 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 section of the program where you set up the vehicle service module (see section 3.1 Setting Up the Vehicle Service Module for how to get here).  Click on the Operations tab near the top of the screen:

 

Fig 3.69 – Operations tab

 

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

Fig 3.70 – Section of vehicle service module setup for operations

 

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

 

Fig 3.71 – List of vehicle maintenance operations entered into EZM Web so far

 

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 3.72 – “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 3.73 – “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 “Brakes Turn Rotors”.  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. 3.73) 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 the operation in the list and then look to the right of it until you encounter a    button under the Edit column:

 

Fig 3.74 – “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. 3.75 is “Trans Clean Pan”):

 

Fig 3.75 – “Edit” column with edit buttons

 

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 operation 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 3.76 – “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 3.77 – “PRINT” button for printing the list of operations

 

Clicking on the PRINT button will print the following report:

 

Fig 3.78 – “PRINT” button for printing the list of operations

 

3.1.8 Vehicle Service Profiles

 

As mentioned in section 3.1 Setting Up the Vehicle Service Module, the vehicle service module setup section of EZM Web includes a section where you enter maintenance profiles.

 

Service profiles are an important part of EZM Web.  A service profile is a complete description of the maintenance for a vehicle.  However, a service profile is not meant for one specific vehicle per se.  Rather, it is meant for one or more vehicles all sharing the same maintenance requirements.  The power of service profiles in EZM Web comes from the fact that when you enter several vehicles into EZM Web that all have the same maintenance requirements, you only have to apply the same service 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 vehicle into EZM Web, you must select the service profile that contains a description of the maintenance for that vehicle.  Therefore, before you enter any vehicles into EZM Web, you must create at least one service profile.

 

As mentioned before, each service profile is a complete description of the maintenance requirements for a vehicle.  A service profile can be decomposed into one or more service types, which are groups of services that need to be performed periodically.  In turn, each service in the service type contains the materials that are performed in the service, the replacement parts that might be needed, and the operations that will need to be carried out to perform the service.  For example, you might have a service profile called “Passenger Car Maintenance” which contains a service type called “3,000 Mile Service”, which in turn might have “Oil Change” and “Transmission Check” services, among others.

 

A graphical representation of the structure of a service profile is shown below in fig. 2.79:

 

Fig 3.79 – Graphical representation of the structure of a service profile

 

To get to the section of EZM Web where you enter Service Profiles, first you need to go to the section of the program where you set up the vehicle service module (see section 3.1 Setting Up the Vehicle Service Module for how to get here).  Click on the Profiles tab (the rightmost tab) near the top of the screen:

 

Fig 3.80 – Profiles Tab

 

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

Fig 3.81 – Screen for entering vehicle service profiles into EZM Web

 

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

 

Fig 3.82 – List of vehicle service profiles in EZM Web

In this section of the manual, we will describe:

 

o         How to create a service profile

o         How to add service types to a profile

o         How to add services to service types

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

o         How to specify the materials used in a service

o         How to specify the replacement parts that might be needed in a service

o         How to edit vehicle service profiles

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

 

Creating a New Service 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 3.83 – “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 service 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 service profile is a 3-step process: the second step is adding at least one service type to the profile, and the third is adding at least one service to that service type.  Click on the OK button in the pop-up window:

 

Fig 3.84 – “Add/Edit Profile” box with “Profile Name” and “Description” fields

 

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 Serv. box:

 

Fig 3.85 – “Add/Edit Serv.” box for adding a service type to a profile

 

The Add/Edit Service. box is where you enter the one service type you need to create the maintenance profile, since every service profile needs at least one service type.  The first thing you should do is select the name of the service type you are adding to the service profile by selecting from the Service Type drop-down box at the top of the Add/Edit Serv. box.  You will only be able to select from service type names that you have already entered into EZM Web.  For information on how to enter these service type names, see section 3.1.3 Service Types.

 

Next, you’ll need to enter the frequency at which the service type you are entering occurs (see fig 3.86).  If you enter the frequency both in months and logged miles of usage, the maintenance will become due when whichever of the two comes first.

 

Fig 3.86 – Fields where scheduling information for a service type is entered

 

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

 

Once you have entered the name for the service type, the frequency at which the maintenance takes place, and (optionally) the description, click on the NEXT button at the lower right hand corner of the Add/Edit Serv. Box.  After clicking on the NEXT button, the Add/Edit Serv. Box will be replaced with another box where you enter a service to be included in the service type:

 

Fig 3.87– Adding a service to a service types

 

Select the name of the service you are adding to the service profile by selecting it from the Service drop-down box, then click on the small SAVE button.  You will have created a service profile that contains one service type, and that one service type contains a single service.

 

Adding More Service Types to a Profile

 

To add more service types to a profile, first look at the list of service profiles (see fig. 3.82) and find the service profile to which you want to add one or more additional service types.  Click on the name of the service profile to which you want to add more service types to select it.  The list of service types in the profile you selected will be shown below the list of vehicle service profiles:

 

Fig. 3.88 – List of service types for a selected profile

 

Now, to add service types to the profile, use the Add / Edit Service box to the right of the list of service types.  The first thing you should do is select the name of the service type you are adding to the service profile by selecting from the Service Type drop-down box at the top of the Add/Edit Service box.  You will only be able to select from service type names that you have already entered into EZM Web.  For information on how to enter these service type names, see section 3.1.3 Service Types.

 

Next, you’ll need to enter the frequency at which the service type you are entering occurs (see fig 3.86).  If you enter the frequency both in months and logged miles, the service will become due when whichever of the two comes first.  If you are not scheduling by usage miles and are only scheduling by number of months then you can enter “0” for the miles.

 

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

 

Once you have entered the name for the service type, the frequency at which the maintenance takes place, and (optionally) the description, click on the NEXT button at the lower right hand corner of the Add/Edit Maint. box.  However, anytime you put a new service type in a service profile, that service type must contain at least one service.  Because of this, you will be immediately prompted to enter a service: the Add/Edit Service box will be replaced with another where you enter a service:

 

Fig. 3.89 – Box for entering a service in the service type

 

First, select the name of the service you are adding to the service profile by selecting it from the Service drop-down box.  Optionally, you can also enter a description of what takes place in the service in the Description box.  When you have entered the service and its description, then click on the small SAVE button.  Now, the service type you originally wanted to add to the service profile will be added to it and will contain the service you just selected.

 

Adding More Services to a Service Type

 

To add more services to a service type, first look at the list of service types (see fig. 3.88) and find the service type to which you want to add one or more additional services.  Click on the name of the service type to which you want to add more services to select it.  The list of services in the service type you selected will be shown below the list of service types:

 

Fig. 3.90 – List of services in service type

 

Now, to add services to the service type, use the Add / Edit Service box to the right of the list of services.  First, select the name of the service you are adding to the service profile by selecting it from the Service drop-down box.  Optionally, you can also enter a description of what takes place in the service in the Description box.  When you have entered the service and its description, then click on the small SAVE button.  The service will be added to the service type.

 

For each service in a service type, you must specify the steps to complete the service (the operations), the materials used in the service, and any replacement parts that might be needed.

 

Specifying the Steps to Take to Complete a Service

 

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

 

To specify the operations used in the service, first select the service 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. 3.91 – 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 service will display to the right (or will be empty if you haven’t entered any operations yet):

 

Fig. 3.92 – 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. 3.93 – “Add/Edit Operations” box used to add a new operation to a service

 

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 3.1.7 Vehicle Maintenance Operations for how to enter vehicle 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 service.  You may add as many operations as necessary to specify all of the steps needed to complete the service.

 

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

 

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

 

Fig. 3.95 – 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 service will display to the right (or will be empty if you haven’t entered any materials yet):

 

Fig. 3.96 – List of materials

 

For each material in the list, its unique identification number is shown (Material No.), the material name is shown (Material), 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. 3.97 – “Add/Edit Material” box used to add a new material to a service

 

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 vehicle maintenance are available to be entered here.  (See section 3.1.4 Materials for Vehicle Maintenance for how to enter materials for vehicle 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 service.  You may add as many materials as necessary to specify all of the materials needed in the service.

 

You can also edit a 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. 3.98 – 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 service, 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 service in a service type, 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 service, first look in the lower left corner of the screen for a box that has three options: MATERIALS, OPERATIONS, and PARTS TO MAINTAIN:

 

Fig 3.99 - 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 service will display to the right (or will be empty if you haven’t entered any parts yet):

 

Fig 3.100 - Box with “MATERIALS”, “OPERATIONS”, and “PARTS TO MAINTAIN” options

 

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 3.101 – “Add/Edit Part” box used to add a new replacement part to a service

 

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 vehicle maintenance are available to be entered here.  (See section 3.1.5 Parts for Vehicle Maintenance for how to enter parts for vehicle 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 service.  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 3.102 – 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 service, 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.