B2W Maintain
Setup and Preventive Maintenance
Session Contents
B2W Maintain - Setup and Preventive Maintenance ... 2
1: Learning About Maintenance Categories... 3
2: Learning About Equipment Level Enhancements ... 8
3: Learning About the Parts List ... 12
4: Creating a Maintenance Program ... 15
5: Putting a Maintenance Program to Work ... 20
B2W Maintain: Setup and Preventive Maintenance
ObjectiveThis session is the first of a two-part series designed to introduce you to the newest module within the product suite, B2W Maintain. Here you’ll take part in hands-on exercises that demonstrate the process of setting up a database for a successful Maintenance implementation, including examples of best practices for using all-new categories such as maintenance request types, priorities, work order priorities, problem codes, action codes, and failure codes. You’ll also learn about a wide variety of equipment level
enhancements designed to facilitate your maintenance and repair procedures. Finally, you’ll perform a series of exercises that show you how to create and manage a parts list, and will take part in
demonstrations centered on the process of setting up preventive maintenance programs for your equipment records. Attend this session to ensure your Maintenance implementation process is a complete success!
The following areas will be covered:
1. Setting Up New Categories for B2W Maintain
2. Equipment Enhancements For Maintenance Operations 3. Managing a Parts List
4. Setting Up Preventive Maintenance Programs
5. Applying a Preventive Maintenance Program to Equipment
Pre-Session Steps
Before beginning this session, you must first reset the B2W database on your session workstation. Please complete the following steps prior to beginning this session:
On your workstation desktop, double-click the Reset Session Databases icon and wait for the DOS window to appear. This step returns the B2W database to its original state, wiping out changes made by the previous user.
1: Learning About Maintenance Categories
The B2W Operational Suite provides categories that you can use to organize and classify certain types of data structures. Many of these categories apply directly to B2W Maintain. For example, there are certain categories that you need to work with when you set up maintenance programs. In this exercise we’ll introduce some of these categories and go through the process of setting up some categories.
Exercise 1: Learning About Maintenance Categories
A. To begin, we’re going to explore three categories – Maintenance Request Type, Maintenance Request Priority, and Maintenance Problem Code – that help define maintenance requests. From the B2W ONE Home Page, click View Maintenance Requests.
B. Click New Request. This opens a New Maintenance Request page. Right now we’re just exploring the Type and Priority dropdown menus to see what’s there before we make some changes. Next, click the Setup icon.
D. On the Category Listing page, click on the View dropdown menu. Many of the categories in this menu deal with B2W Maintain. We’re going to add new categories to the Type and Priority menus we just examined.
E. First, Select Maintenance Request Type from the menu and click Create New Category.
F. Create a new category named Summer and select Preventative as the Request Classification Type, then click Save.
G. Now we’ll make a new Priority. On the Category Listing page, select Maintenance Request Priority from the View dropdown. This takes you to the Category Listing page for Maintenance Request Priority categories. Note the three categories, their associated colors and their display order. Click Create New Category.
H. On the New Category page, type Emergency in the Name field. Locate the Associated Color dropdown and select Orange. Click Save and then View Category List.
I. The Category Listing page displays our new category and its associated color. Note the Display Order column. These numbers represent the order in which the priorities will appear on the New Maintenance Request page. We’re going to change the order. Order: Select 1 for Emergency, 2 for High, 3 for Medium, and 4 for Low.
J. Let’s go back to the B2W Maintain area. Click Maintain on the B2W navigation bar, which will take you back to the Requests tab. Click New Request. On the New Request page, explore the Type and Priority dropdown menus to see the new categories we’ve added.
K. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page in preparation for the next exercise.
2: Learning About Equipment Level Enhancements
Equipment exists as a type of resource in all modules of the B2W Operational Suite. However, you’ll find in B2W Maintain that the enhanced equipment records can display vast amounts of additional data. This easily accessible information can help at every level of your organization. There’s everything from
technical information for those who deal with the nuts and bolts of your equipment, to financial information for those who need to make long range plans. This exercise will provide an overview of the Equipment records kept by B2W Maintain.
Exercise 2: Learning About Equipment Level Enhancements
A. First we’re going to take a brief look at Equipment records in the Resources area. From the B2W ONE Home Page, click the Resources icon.
C. Let’s examine a specific piece of equipment. Type CE001, the ID for a CAT 550 Excavator, in the Search field then click Search. CAT 550 Excavator with CE001 as its ID should be the only item under the Owned Equipment heading. Click CAT 550 Excavator. This takes you to the Equipment View page for the excavator. Note that the Equipment View page displays General Information, Tags, and Events for the selected piece of equipment.
D. Now click Maintain in the B2W navigation bar and click the Equipment Tab. Let’s compare the Equipment view in the Resources area with the way B2W Maintain displays equipment. Type CE001 in the search box at the top of the Equipment tab’s list pane. CE001 [CAT 550 Excavator] appears in the details pane on the right.
E. In addition to the general information that appears on the Equipment View page, B2W Maintain also includes equipment and component specifications, file attachments, financials, meters, parts, programs, and history. Your instructor will explore these areas with you.
F. Now turn your attention to the Equipment list pane at the left of the Equipment pane. Delete CE001 from the search field to reveal the full equipment list. B2W Software provides a CSV Resource Import add-in that enables you to import your existing equipment information. However, you might need to add a piece of equipment manually. To do this, click New Equipment at the top of the list pane.
G. This displays the New Equipment page where you can manually enter information for a new piece of equipment. There are only five required fields, marked with red asterisks. They are Description, ID, Business Unit, Mobility Type, and Ownership Type. All other fields are optional; you can complete them if desired. When you create a new piece of equipment, it is also listed in the Equipment Listing in the Resources area. Note that only the basic equipment information will be listed in the Resources area.
H. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page in preparation for the next exercise.
3: Learning About the Parts List
Like equipment, parts also exist as a type of resource. With the Parts tab in B2W Maintain, this information is close at hand. Also, in B2W Maintain, you can add attachments such as schematics or photographs to a part. To simplify your initial setup, you can import your existing parts list with the CSV Resource Import add-in provided by B2W Software. This exercise will provide a brief introduction to Parts records in B2W Maintain.
Exercise 3: Learning About the Parts List
B. In the Maintain area, click the Parts tab.
C. Note that the Parts details pane displays the same information that appears on the Part View page in the Resources area. The difference is that you can add attachments when working on the Parts tab. Click New Attachment.
D. In the New Attachment dialog box you can browse to the file you want to attach. You can also add a description of the attachment. For now, click Cancel to close the dialog box.
E. Although you’ll probably choose to import most of your parts data using the CSV Resources Import add-in, there may be times when you need to enter a part manually. To start this procedure, click Add Part at the top of the list pane at the right of the Parts tab. This takes you to the New Part page.
F. Required fields are marked with asterisks; you can complete the optional fields as necessary. Note that when you create a new part on the Parts tab, it will also appear when you view parts in the Resources area.
G. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page in preparation for the next exercise.
4: Creating a Maintenance Program
You can create, view, and edit maintenance programs for your equipment on the Programs tab. These programs generate maintenance requests automatically. With this capability, you can schedule routine and preventive maintenance to maximize productivity of your equipment. In this exercise we will examine a program designed to ensure that maintenance is performed in compliance with a manufacturer’s warranty.
Exercise 4: Creating a Maintenance Program
A. From the B2W ONE Home Page, click Maintain in the B2W navigation bar.
B. In the Maintain area, click the Programs tab. If not already selected, find program ID 1000, Excavator Maintenance Program. Your instructor will now introduce the components of each item in the program – Details, Intervals, Exclusions, Hours, and Parts – and will review the five items defined for this program.
C. Now we’ll create a very simple one-item maintenance program to give you a feel for the process. To begin, click New Maintenance Program at the top of the list pane of the Programs tab. Enter the information shown below.
E. Next, expand the Intervals heading and click Add Interval. This is where you define the amount of time that passes or some other criteria like miles or hours put against a machine before this work item is performed again.
F. Complete the Add Interval dialog box as shown below. We’re creating a meter based interval using an hour meter. The work item will be scheduled every 50 hours of run time and the request will be generated when the meter reading shows 40 hours—10 hours before the scheduled interval. Finally, by selecting Planned Completion Reading, we’re choosing to keep scheduling this task every 50 hours, even if it’s performed early or late. Click Save when you’re done.
G. Next, expand the Hours heading and click Add Hours. This is where you define the amount of time it will take to perform the work item.
H. Fill in the Add Hours dialog box as shown below then click Save, then click Save on the New Maintenance Program page.
I. You have now completed a one-item program. Typically a program will be made up of more items, like the Excavator program discussed earlier. Note, however, that you can come back and edit the program.
J. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page in preparation for the next exercise.
5: Putting a Maintenance Program to Work
Now it’s time to put a maintenance program to work. To do this, you need to explicitly connect a piece of equipment to the program. In this exercise we’ll see how that’s done.
Exercise 5: Putting a Maintenance Program to Work
A. From the B2W ONE Home Page, click Maintain in the B2W navigation bar.
B. In the Maintain area, click the Equipment tab. In the search field, type CE001 to select the CAT 550 Excavator.
C. We’re going to link this CAT 550 to our Excavator program. Because this program is meter-based, first we have to add a meter to our excavator. Expand the Meters header and click New Meter.
E. Click Edit at the top right of the Equipment details pane to access the Edit Equipment page. Scroll down the page, expand the Programs header and click Add Program.
G. The Add Program dialog box now displays a summary of the program. Click Save in the dialog box and then click Save at the bottom of the Edit Equipment page.
I. The Excavator Maintenance Program is set up to generate maintenance requests based on readings from the Hour Meter on the CAT 550 Excavator. These readings are entered on equipment logs. To log hours for this CAT 550, click Equipment Logs at the top of the Equipment list pane as shown above. This will open the Equipment Logs dialog box.
J. In the New Equipment Log dialog box, enter CE001 in the Equipment field for our excavator. In the Meter field, select CAT 550 Run Time from the drop down. Enter the number of hours recorded on the hour meter in the New Reading field. Select the date of the reading in the Date field.
K. In a real-world situation you would most likely be entering more meter readings, in which case you would click the green check mark at the end of the row to create a new blank row for the next reading. In this case, click Save.
L. This opens the Equipment Logs dialog box. You can review the readings you just entered and edit or delete them. When you are satisfied with the logs, click Done.
M. The hours logged for this CAT 550 will trigger maintenance requests for the items defined in the program. For example, when 90 hours are logged for this CAT 550, the program will automatically generate a maintenance request for the Excavator 100 Hour Service item in the Excavator Maintenance Program.
N. At this point, feel free to ask any questions you may have. After the brief question and answer period, please return to the B2W ONE Home Page.
Post-Session Steps
Shutting Down B2W
Close any open B2W windows, and any other open applications.
On the desktop of your session workstation, double-click the Reset Session Databases icon and wait for the DOS window to disappear. This step returns your databases to their original states, resetting the workstation for the next user.
Session Summary
In this session, you learned about the following topics:
Setting Up New Categories for B2W Maintain
Equipment Enhancements For Maintenance Operations
Managing a Parts List
Setting Up Preventive Maintenance Programs
Applying a Preventive Maintenance Program to Equipment
Please Note:
Electronic copies of all documentation are available for download at: http://www.b2wsoftware.com/userconf/2013/sessions
Estimating & Bidding
Element
Estimate
ESTIMATE
Equipment Maintenance & Repair
Element
MAINTAIN
Maintain
Field Tracking & Analysis
Element
TRACK
Track
Resource Planning & Dispatching
Element
DISPATCH
Dispatch
Founded in 1993, B2W Software is a provider of enterprise-class construction solutions for the heavy construction industry.
Equipment Maintenance & Repair
Element
Your equipment is either making you money or costing you money. B2W Maintain keeps your revenue producing equipment on the job by minimizing unplanned downtime and optimizing production. How? By facilitating communication about equipment maintenance and repair between the shop and fi eld; tracking information about utilization and costs; coordinating proactive preventive maintenance programs; enabling planning and tracking of maintenance activities in the fi eld and in the shop; and providing information for strategic fl eet planning and budgeting.
View all open work orders with their priority levels, and type of work required.
Submit repair requests directly from the fi eld using the Repair Requests tab in B2W Track. Plus, when equipment is scheduled for maintenance or a repair, its status is automatically fl agged and updated in B2W Dispatch.
