Ellipse Training Course Catalogue 8.3

(1)

(2)

Confidential and Proprietary Thursday, 20 August 2015 Legal Disclaimer

The product described in this documentation may be connected to, and/or communicate information and data via, a network interface, which should be connected to a secure network. It is your sole responsibility to ensure a secure connection to the network and to establish and maintain appropriate measures (such as but not limited to the installation of firewalls, application of authentication

measures, encryption of data, installation of antivirus programs, etc.) to protect the product, the network, your systems, and the interface against any kind of security breach, unauthorised access, interference, intrusion, leakage, damage, or corruption or theft of data. We are not liable for damages or losses related to any such security breach, unauthorised access, interference, intrusion, leakage, damage, or corruption or theft of data.

(3)

3

GE-02 - Ellipse Foundation

Course ID: GE-02, Ellipse Ellipse; Stream: General

Course Description:  To provide participants with an introduction to the Ellipse system, its integration, and key concepts.

 To provide participants with the skills to navigate, search, and review data within Ellipse and, through practical exercises, the integration of Ellipse across business streams.

Course Length: 2 days

Intended Audience: All new Ellipse users.

Prerequisites: No prior Ellipse knowledge is required, however ERP systems experience is recommended.

Modules Included:  3001 – General

 3620 – Work Orders  3870 – Position Management  3910 – Journals  3140 – Stores  3260 – Accounts Payable  3901 - Journal Holding Objectives: On completion of this course, you will be able to:

 Use the Ellipse Homepage

 Add Homepage Widgets

 Use the Ellipse Calendar

 Use the Ellipse Diary

 Use the Ellipse Data Navigator

 Use Excel/Smart Excel within Ellipse

 Use Notification Messages

Outcomes: Identify and use key concepts of Ellipse.

Registration: To register an expression of interest in course attendance, email education.services@au.abb.com.

(7)

7

GE-03 - Ellipse Functional System Administration

Course ID: GE-03, Ellipse Ellipse; Stream: General

Course Description: The Ellipse Functional System Administration course focuses on the management and configuration settings of the front end of the Ellipse application (technical system administration is addressed in the Technical Training).

Intended Audience: All individuals associated with non-technical system administration, implementation or consulting.

Prerequisites: Ellipse Foundation Course. Basic understanding of client-server architecture. Familiarity with the Ellipse functional streams and basic objects.

Modules Included:  3001 - General

Objectives: On completion of this course, you will be able to:

 Identify key concepts of Functional System Administration

 Describe the use of District, System and Warehouse controls and associated table files

 Maintain Ellipse tables and associated table codes

 Describe the role of the Functional System Administrator

 Configure and maintain security profiles and menus

 Administer MSO and MSQ security

 Set up and review global and program files

 Maintain Ellipse Position Management

 Maintain sign-on profiles for employees

 Maintain Ellipse devices

 Manage reports

 Control reference codes

 Archive and restore Ellipse data from an extracted archive selection list Outcomes: Perform Functional System Administration within Ellipse.

(8)

(9)

9

FI-00 - Ellipse Financial Familiarisation

Course ID: FI-00, Ellipse Ellipse; Stream: Finance

Course

Description:

The Ellipse Financial Familiarisation course provides participants with

conceptual and working knowledge of the financial modules provided by Ellipse. The course is designed for both employees and supervisors, so that both groups know their responsibilities, and the accounting processes.

Course Length: 1 day

Intended Audience: Those requiring a high-level understanding of the financial functionality of the Ellipse system.

Prerequisites:  GE-02 - Ellipse Foundation Modules Included:  3260 - Accounts Payable

 3620 - Work Orders

 3850 - Labour Costing

 3920 - Chart of Accounts Objectives: On completion of this course, you will be able to:

 Review components in the Chart of Accounts

 Review costing and accounting transactions

 Review supplier invoices

 Describe the integration between Finance and the other Ellipse streams Outcomes: Identify key concepts of Finance and recognise business stream integration

within Ellipse.

(10)

10

FI-01 - Ellipse Financial Accounting Tools

Course

Description:

The Ellipse Financial Accounting Tools course provides participants with conceptual and working knowledge of Ellipse financial accounting tools. The course is designed for both employees and supervisors, so that both groups know who is responsible for what, and know the accounting processes. Course Length: 2 days

Intended Audience: Those individuals responsible for maintaining a chart of accounts, analysing and reconciling accounts, or managing the financial accounting function.

Prerequisites:  GE-02 - Ellipse Foundation

 FI-00 – Finance Familiarisation Modules Included:  3901 - Journal Holding

 3910 - Journals

 3920 - Chart of Accounts

 3990 - General Ledger Objectives:  Maintain General Ledger Codes

 Maintain Cost Centres and Cost Centre Segments

 Maintain Expense Elements and Posting Accounts

 Maintain User-defined Sub-ledgers and Colloquial Names

 Maintain Account Code Access Lists

 Maintain Foreign Currency Exchange Rates

 Maintain Basic Journals, Standing Journals, and Tax Journals

 Process External Interfaces to Ellipse

 Review and Resolve Accounting Transactions

 Replicate Accounts in Ellipse

 Maintain Cost Reallocations and GL Commitments

 Remeasure Account Balances

 Maintain reallocation journals

 Maintain transaction reviews

 Maintain posted accounting transaction amendments Outcomes: Use Financial Accounting Tools within Ellipse.

(11)

11

FI-02 - Ellipse Management Accounting

Course

Description:

Ellipse offers accountants and managers powerful tools to formulate budgets, as well as to analyse and interpret financial data. Trainees will maintain budgets and online review formats. Trainees will also maintain accounts relationships for account summarisation.

Intended Audience: Those individuals responsible for creating and maintaining operating budgets, analysing and reporting account balances, or managing the accounting function.

 FI-00 - Ellipse Financial Familiarisation

 FI-01 - Ellipse Financial Accounting Tools Modules Included:  3901 - Journal Holding

 3910 - Journals

 3920 – Chart of Accounts

 3960 – Management Accounting

 3980 – Plan/Actual Statistics

 3990 - General Ledger Objectives: On completion of this course, you will be able to:

 Maintain budget types and assumptions

 Maintain posting accounts and statistics

 Maintain budget values

 Understand account relationships

 Perform online enquiries

 Maintain multiple currencies and translate account balances

 Perform month-end and year-end processing Outcomes: Perform Management Accounting within Ellipse.

(12)

12

FI-03 - Ellipse Accounts Payable

Course ID: FI-03, Ellipse 8.3; Stream: Finance

Course

Description:

The Ellipse Accounts Payable course takes trainees through the full accounts payable cycle, from processing and approving invoices to processing payments. Course Length: 2 days

Intended Audience: Those individuals responsible for processing invoices, managing the accounts payable function.

 FI-00 - Finance Familiarisation

 FI-01 - Ellipse Financial Accounting Tools Modules Included:  3001 – General

 3140 – Stores

 3201 – Supplier Information

 3210 – Purchasing

 3260 – Accounts Payable

 3280 – Payment Processing Objectives: On completion of this course, you will be able to:

 Maintain Bank Accounts

 Process 1099 Adjustments

 Maintain Additional Taxes

 Load, Review, and Modify Invoices

 Process Automatic Invoices

 Approve Non-Goods Invoices

 Maintain and Approve Recurring Payments

 Maintain Retentions

 Process Accounts Payable Cheque Payments

 Generate Bank Reconciliations

Outcomes: Perform accounts payable administration within Ellipse.

(13)

13

FI-05 - Ellipse Project Control

Course

Description:

Ellipse enables major operational and capital expenditures to be controlled independently of the normal organisational reporting hierarchy. Ellipse Projects support both engineering and accounting requirements. Actual costs,

commitments, and budget amounts are automatically accumulated up the project hierarchy.

Intended Audience: Those individuals responsible for managing project costs or managing the physical work related to projects.

 FI-02 - Ellipse Management Accounting Modules Included:  3140 – Stores

 3210 – Purchasing  3260 – Accounts Payable  3620 – Work Orders  3660 – Project Control  3680 – Fixed Assets  3850 – Labour Costing  3901 - Journal Holding  3910 - Journals  3920 – Chart of Accounts  3970 – Cost Categories Objectives: On completion of this course, you will be able to:

 Maintain Cost Categories

 Maintain Projects

 Capitalise Projects

 Maintain Material, Equipment and Resource Requirements

 Maintain Project Cost Estimates

 Maintain Joint Venture Details

 Reallocate Project Costs

 Review Project Details

 Review Project Costs

 Review Project Commitments Outcomes: Perform Project Control within Ellipse.

(14)

14

FI-07 - Ellipse Fixed Assets

Course

Description:

Ellipse Fixed Assets functionality provides the tools to control a company’s fixed assets and to calculate depreciation for those assets. Trainees will maintain the fixed asset register and sub-assets. Trainees will also create financial

transactions related to capitalisation, depreciation, and disposal of assets. Course Length: 2 days

Intended Audience: Those individuals responsible for maintaining and reconciling fixed assets or managing the fixed asset function.

 FI-01 - Ellipse Financial Accounting Tools Modules Included:  3630 – Equipment History and

Costing

 3680 – Fixed Assets

 3901 - Journal Holding

 3910 - Journals

 3920 – Chart of Accounts

 Maintain Depreciation Rate Tables

 Maintain Account Codes for Fixed Assets

 Maintain Assets on the Fixed Asset Register

 Maintain Sub-Asset Information

 Maintain Sub-Asset Valuation Details

 Manage Fixed Asset Workbench Transactions

 Revalue and Impair Assets

 Calculate Depreciation on Fixed Assets

 Transfer and Retire Fixed Assets

 Review Fixed Asset Transactions

 Count Fixed Assets

Outcomes: Maintain and reconcile a fixed-assets register within Ellipse. Registration: To register an expression of interest in course attendance, email

(15)

15

FI-08 - Ellipse Plan Actual Statistics

Course

Description:

The Ellipse Plan Actual Statistics module provides the tools to record and review statistical information that can be used to support General Ledger financial reporting and operational information. Trainees will maintain and review Plan Actual Statistics.

Intended Audience: Those individuals responsible for maintaining and reviewing statistical information.

 FI-02 - Ellipse Management Accounting

Modules Included:  3980 - Plan Actual Statistics  3430 - Production Statistics Objectives: On completion of this course, you will be able to:

 Maintain Plan Actual Statistics

 Review Plan Actual Statistics

 Run batches and reports related to Plan Actual Statistics

Outcomes: Trainees will be able to maintain and review Plan Actual Statistics within Ellipse and run related reports.

(16)

16

FI-09 - Ellipse Accounts Receivable

Course Description: The Ellipse Accounts Receivable course takes participants through the full accounts receivable cycle, from the creation of the organisation’s customers and raising of invoices, through to the receipt and allocation of payments. Ellipse Accounts Receivable module manages the detail of money owed by an organisation’s customers.

Intended Audience: Those individuals responsible for applying payments to invoices or managing the accounts receivable function

 FI-01 - Ellipse Financial Accounting Tools

Modules Included:  3501 - Customer Information  3560 - Accounts Receivable Objectives: On completion of this course, you will be able to:

 Configure, Maintain and Review Customer Information

 Configure Accounts Receivable

 Maintain Bank Accounts and Pricing Codes

 Maintain Consumption Tax

 Maintain Invoices

 Process Customer Credits or Corrections to Invoices

 Process Periodic or Instalment Invoices

 Process Cash Receipts or Refunds

 Preview Customer Invoices and Revenue

 Print Statements

Outcomes: Perform accounts receivable administration within Ellipse. Registration: To register an expression of interest in course attendance, email

(17)

17

FI-11 - Ellipse Labour Costing

Course

Description:

Ellipse Labour Costing allows the most accurate collection of labour and labour-burden costs to be captured for projects and work orders. Trainees will:

 maintain labour classifications, as well as labour and burden rates.

 process labour transactions to projects and work orders for cost accumulation and analysis.

Intended Audience: Those individuals responsible for processing labour transactions, analysing project and/or work-order costs, and managing the project costing or work-order costing function.

Prerequisites:  GE-02 - General Foundation

 FI-05 - Project Control Modules Included:  3620 - Work Orders

 3660 - Project Control  3850 - Labour Costing  3901 - Journal Holding  3910 - Journals  3920 - Chart of Accounts  3970 - Cost Categories Objectives: On completion of this course, you will be able to:

 Configure Labour Costing

 Maintain Labour Costing

 Review Labour Costing

Outcomes: Perform labour costing for projects and work orders within Ellipse. Registration: To register an expression of interest in course attendance, email

(18)

18

FI-12 - Ellipse Contracts Management

Course

Description:

The Ellipse Contracts Management module is designed to support the

management and administration of works, service, and supply contracts as well as consultant engagements. Contract types from major construction to minor works and consulting engagements can be administered through the system. These contracts can be lump-sum, schedule-of-rates, or a combination of these. The module consists of online applications to record the contract details, contract items, variations, and valuations from its creation to its completion.

Intended Audience: Those individuals responsible for processing contracts and contract invoices or the contract management function.

Modules Included:  338A - Contract Administration  3380 - Tender Administration Objectives: On completion of this course, you will be able to:

 Configure Tender Administration

 Invite Tenders

 Record Tenderers and Tender Replies

 Evaluate and Adjust Tenders

 Review Tenders

 Configure Contract Administration

 Maintain Contracts

 Maintain Contract Variations

 Maintain Contract Valuations Outcomes: Manage contracts within Ellipse.

(19)

19

(20)

20

HR-00 - Ellipse Personnel Familiarisation

Course ID: HR-00, Ellipse Ellipse; Stream: HR/Payroll

Course Description: To provide participants with an introduction to the Ellipse modules which form the Ellipse Human Resources system.

Course Length: 1/2 day

Intended Audience: Implementation team members and new end-users responsible for management and administration of personnel records, health and safety records and processes, compensation management and supervision, and training management.

Prerequisites: GE-02 - Ellipse Foundation

Modules Included:  3760 - Personnel Management and Administration

 3870 - Position Management

 3790 - Resourcing

 3770 - Training Management

 3795 - Performance Appraisals

 3510 - Health, Safety, Social Responsibility, and

Environment

 3530 - Workers Compensation Objectives: On completion of this course, you will be able to:

 State the modules that form the Ellipse Human Resources Management (HRM) system

 State the purpose of each module in the Ellipse HRM system

 State the types of data maintained in each HRM module

 Review employee and non-employee details

Outcomes: Understanding of key concepts and components of the Ellipse Human Resources system capabilities.

(21)

21

HR-03 - Ellipse Position Management

Course Description: The Ellipse Position Management course provides participants with the training to use the Ellipse Position Management module to maintain job profiles, primary reporting codes, positions, and hierarchy.

Intended Audience: Those individuals responsible for management and administration of personnel records or personnel practitioners.

 HR-00 - Ellipse Personnel Familiarisation Modules Included:  3870 - Position Management

 Configure Position Requirements

 Maintain Primary Reporting Codes

 Maintain Positions

 Maintain Position Hierarchies

 Authorise Position Based Transactions

 Review Positions

 Review Position Management

Outcomes: Perform position management within Ellipse.

Registration:  To register an expression of interest in course attendance, email education.services@au.abb.com.

(22)

22

HR-05 - Ellipse Training Management

Course Description: The Ellipse Training Management course provides participants with the ability to use the Ellipse Training Management module to manage training courses, sessions, training programs, employee training plans, and attendee details. Course Length: 1 day

Intended Audience: Those individuals responsible for management and administration of training records.

 HR-00 - Ellipse Personnel Familiarisation Modules Included:  3770 - Training Management

 Maintain Training Course Details

 Maintain Training Session Details

 Maintain Session Events

 Maintain Training Programs

 Create an Employee Training Plan

 Use Training Employee and Manager Self-Service Applications

 Maintain Training Course Attendees

 Maintain Training Results

Outcomes: Manage training courses, sessions, and attendee details within Ellipse. Registration: To register an expression of interest in course attendance, email

(23)

23

HR-06 - Ellipse Recruitment Management

Course Description: The Ellipse Recruitment Management course provides participants with the training to use the Ellipse Recruitment Management module for recruitment tasks.

Intended Audience: Those individuals responsible for recruitment management and supervision.

Prerequisites:  HR-00 - Ellipse Personnel Familiarisation Modules Included:  3780 - Recruitment

 Create and modify a position vacancy

 Manage applicants

 Match applicants to requirements and appoint preferred candidate Outcomes: Perform recruitment tasks within Ellipse.

(24)

24

HR-07 - Ellipse Personnel Administration

Course Description: The Ellipse Personnel Administration course provides participants with the training to use the Ellipse Personnel Management & Administration module for personnel management, resourcing (competencies), and performance

appraisals. Course Length: 1 day

Intended Audience: Those individuals responsible for management and administration of personnel records and personnel practitioners.

 HR-00 - Ellipse Personnel Familiarisation Modules Included:  3760 - Personnel Management and

Administration

 3820 - Payroll Management Objectives: On completion of this course, you will be able to:

 Review and maintain employee and non-employee details

 Review and maintain personnel details

 Manage employee status and deployment

 Maintain employee status history

Outcomes: Process and manage the Ellipse personnel database on a daily basis. Registration: To register an expression of interest in course attendance, email

(25)

25

HR-08 - Ellipse Health, Safety, Social Responsibility, and

Environment

Course Description: The Ellipse Health, Safety, Social Responsibility, and Environment course provides participants with the training to create and maintain records for any kind of related event. You can create risk ratings and perform preventative analyses, and identify immediate and basic causes for events. You can explain automatic corrective action notification messages, and maintain sign-off details. Course Length: 1 day

Intended Audience: Those individuals responsible for health, safety, social responsibility, and environment management and supervision.

 HR-00 - Ellipse Personnel Familiarisation Modules Included:  3510 - Health and Safety

 3515 - Event Budgeting and Analysis

 3516 - Environment, Social, and Loss Management

 3520 - Medical and

Rehabilitation Management

 3620 - Work Orders Objectives: On completion of this course, you will be able to:

 Maintain Events

 Maintain Loss Information

 Maintain Event Investigation History Records

 Maintain Medical and Test Details

 Maintain Risk Details

 Maintain Immediate and Basic Cause Details

 Maintain Preventative Action Details

 Maintain Sign-Off Information

Outcomes: Manage workplace health, safety, social responsibility, and environmental details within Ellipse.

(26)

26

HR-09 - Ellipse Workers Compensation

Course Description: The Ellipse Workers Compensation course provides participants with the training to use the Ellipse Workers Compensation module to manage and administer workers compensation tasks.

Intended Audience: Those individuals responsible for workers compensation management and supervision.

 HR-00 - Ellipse Personnel Familiarisation Modules Included:  3530 - Workers Compensation

 Configure state workers compensation controls

 Configure workers compensation location codes

 Configure weekly payments

 Configure payment types

 Configure recovery types

 Configure absence authority types

 Process a claim

 Maintain workers compensation premium statistics Outcomes: Manage workers compensation details within Ellipse.

(27)

27

HR-10 - Ellipse Salary Administration

Course Description: The Ellipse Salary Administration course trains participants to use the Ellipse Salary Administration module to perform salary administration tasks.

Intended Audience: Those individuals responsible for management and administration of personnel records and compensation management and supervision.

 HR-00 - Ellipse Personnel Familiarisation Modules Included:  3785 - Salary Administration

 Maintain and review employee salary packages

 Maintain and review employee reimbursements Outcomes: Perform salary administration tasks within Ellipse.

(28)

(29)

29

PY-00 - Ellipse Payroll Familiarisation

Course ID: PY-00, Ellipse Ellipse; Stream: HR/Payroll

Course Description: The Ellipse Payroll Familiarisation course provides participants with an

introduction to the Ellipse Payroll modules and how they work together to form the Ellipse Payroll system.

Course Length: 1/2 day

Intended Audience: Those individuals responsible for payroll management and administration of personnel records, employee timekeeping and rostering, payroll

implementation, and remuneration/benefits management and supervision. Prerequisites:  GE-02 - Ellipse Foundation

Modules Included:  3760 - Personnel Management and Administration

 3820 - Payroll Management

 3880 - Absence Management

 3890 - Time Management Objectives: On completion of this course, you will be able to:

 State the modules which together form the Ellipse Payroll system

 State the purpose of each module in the Ellipse Payroll system

 Maintain and review payroll data in the Ellipse Payroll system

 State the steps required to process an Ellipse payroll

Outcomes: Understanding of the key concepts and components of the Ellipse Payroll system capabilities.

(30)

30

PY-02 - Ellipse Time Management

Course Description: The Ellipse Time Management course provides participants with the knowledge to configure and manage employee rosters and to process time and attendance transactions on a daily basis using the relevant Ellipse applications.

Intended Audience: Those individuals responsible for payroll management, supervision and administration, HR/Payroll implementation, or employee timekeeping and rostering.

 PY-00 - Ellipse Payroll Familiarisation Modules Included:  3801 - Payroll Configuration

 3840 - Higher Duties

 3850 - Labour Costing

 3890 - Time Management Objectives: On completion of this course, you will be able to:

 Configure Time Management module system controls and table files

 Maintain roster work codes and create, modify, and predict roster patterns

 Maintain time management controls

 Maintain earnings categories, earnings codes and work codes

 Maintain daily award codes

 Maintain individual and group employee roster assignment

 Maintain transfer payments

 Maintain multiple employee timesheet transactions

Outcomes: Configure and process time and attendance transactions and review labour costing using Ellipse applications.

(31)

31

PY-05 - Ellipse Payroll Configuration

Course Description: The Ellipse Payroll Configuration course provides participants with the

knowledge to formulate rules and configure payroll and absences within Ellipse. Course Length: 2 days

Intended Audience: Those individuals responsible for payroll administration, payroll management, payroll supervision, payroll implementation, Ellipse Human Resources business consulting, Human Resources administration, or timekeeping.

 PY-00 - Ellipse Payroll Familiarisation Modules Included:  3801 - Payroll Configuration

 3890 - Time Management

 3895 - Retrospective Payments Objectives: On completion of this course, you will be able to:

 Maintain earnings and deduction codes, employee awards and terms of employment rules, and employee pay rate requirements

 Maintain the rules supporting service increments and experience payments, and higher duty payments

 Maintain an employee’s termination rules, including those for leave payout exits, miscellaneous payment exits, and service-based redundancies

 Maintain employee pay distribution, and payslip message controls, pay groups and pay run authorisations, and pay group processing schedules

 Maintain oncost and leave accounting details, and transaction consolidation rules

 Understand the configuration of the Absence Management module,

including leave types and accruals, leave request codes, leave loading, and leave entitlements that display on payslips

Outcomes: Configure payroll and absences within Ellipse.

(32)

32

PY-06 - Ellipse Payroll Management

Course Description: The Ellipse Payroll Management course provides participants with the knowledge to process and manage payroll and absences within Ellipse. Course Length: 2 days

Intended Audience: Those individuals responsible for payroll administration, payroll management, payroll supervision, Ellipse HR business consulting, HR

administration/timekeeping, or HR administration/timekeeping. Prerequisites:  GE-02 - Ellipse Foundation

 PY-00 - Ellipse Payroll Familiarisation Modules Included:  3820 - Payroll Management

 3280 - Payment Processing

 3890 - Time Management

 3895 - Retrospective Payments Objectives: On completion of this course, you will be able to:

 Create, maintain and review employee payroll details

 Transfer employees between pay groups, awards, and physical locations

 Process payroll previews and updates to employees pay

 Use multiple methods to disburse pay

 Process end of year payment summaries and year end reports

 Create, maintain, and review employee’s leave details and history Outcomes: Process and manage payroll and absences within Ellipse.

(33)

33

PY-08 - Ellipse Employee Self Service

Course Description: The Ellipse Employee Self Service course provides participants with a conceptual and a working knowledge of the Self Service features provided by Ellipse. The course is designed for both Employee Self Service and Manager Self Service users so participants gain a knowledge of all available functions and are familiar with the roles and responsibilities of both groups.

Intended Audience: Employees and supervisors who manage leave, training, and benefits. Prerequisites:  GE-02 - Ellipse Foundation

 HR-00 - Ellipse Personnel Familiarisation Modules Included:  3760 - Personnel Management

and Administration

 3880 - Absence Management Objectives: On completion of this course, you will be able to:

 State the primary features of Employee Self Service (ESS) and Manager Self Service (MSS) systems

 State the components of ESS and MSS

 State the Ellipse modules used by ESS/MSS

 Review and maintain your personal and pay details accessible through ESS

 Review and maintain your employees details accessible through MSS Outcomes: Review and maintain personal, position, leave, training, and payroll information. Registration: To register an expression of interest in course attendance, email

(34)

(35)

35

MN-00 - Ellipse Maintenance Familiarisation

Course ID: MN-00, Ellipse Ellipse; Stream: Maintenance

Course Description: The Ellipse Maintenance Familiarisation course provides participants with conceptual knowledge of the Ellipse Maintenance stream. This course provides trainees with high-level knowledge of Ellipse maintenance functionality.

Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management and maintenance consulting, supervision, planning, asset management, and maintenance engineering.

Prerequisites:  GE-02 - Ellipse Foundation Modules Included:  3130 - Application Parts Lists

 3301 - Bulk Materials Management

 3340 - Condition Monitoring  3401 - Operating Statistics  3430 - Production Statistics  3540 - Work Requests  3601 - Equipment Register  3605 - Nameplates

 3610 - Equipment Group Identifier

 3630 - Equipment History and Costing  3645 - Permit to Work  3650 - Equipment Tracing  3655 - Job Estimating  3660 - Project Control  3690 - Standard Jobs  3701 - Maintenance Scheduling  3715 - Material Demand Management  3720 - Work Groups  WP - Work Planner Objectives: On completion of this course, you will be able to:

 Identify the Ellipse Maintenance modules required to complete a process

 Explain the integration between Maintenance and other streams

 Identify the purpose of each key Maintenance module

Outcomes: Understanding of key concepts and components of the Ellipse Maintenance system capabilities and preparation for hands-on training.

(36)

36

MN-01 - Ellipse Core Asset Management

Course Description: The Ellipse Core Asset Management course trains participants in the use of Ellipse so that they can maximise asset usage; participants are trained in monitoring asset status and performance, receiving key condition

measurements, and selecting the most appropriate maintenance strategies as recommended by Ellipse.

Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management and maintenance consulting, planning, asset management, or maintenance engineering.

 MN-00 - Ellipse Maintenance Familiarisation Modules Included:  3130 - Application Parts Lists

 3601 - Equipment Register

 3605 - Nameplates

 3630 - Equipment History & Costing

 3650 - Equipment Tracing Objectives: On completion of this course, you will be able to:

 Review the Equipment Register

 Maintain Equipment Name Codes

 Maintain Plant Number Structure

 Maintain and Delete Items on the Equipment Register

 Create Associated Equipment Items

 Maintain Equipment Lists

 Maintain Equipment Group Identifiers

 Maintain Master Attributes and Attribute Values

 Maintain Template Attributes

 Query Attributes

Outcomes: Obtain the working knowledge and practical skills to manage assets using Ellipse.

(37)

37

MN-02 - Ellipse Core Work Management

Course Description: The Ellipse Core Work Management course provides participants with an understanding of the Ellipse Work Order module and the basic building blocks involved in the management of maintenance work system.

Intended Audience: Those individuals responsible for operating or maintaining equipment planning, asset management, maintenance engineering, work management, maintenance consulting, planning, or scheduling work.

 MN-00 - Maintenance Familiarisation

 MN-01 - Ellipse Core Asset Management Modules Included:  3610 - Equipment Group Identifier

 3615 - Maintenance Strategy Support System

 3690 - Standard Jobs

 3720 - Work Groups Objectives: On completion of this course, you will be able to:

 Review and select equipment

 Raise standalone work orders

 Create and maintain standard jobs

 Build work order estimated costs through requirements

 Create work groups and crews

 Utilise maintenance strategy support data in a work order closure Outcomes: Perform work order management in Ellipse.

(38)

38

MN-03 - Ellipse Planning and Scheduling

Course Description: This course builds on the Core Work Management course by using the building blocks of work management in the planning and configuration process required prior to scheduling work in Work Planner. The course provides participants with an understanding of the tools used to construct maintenance schedules from the many triggers in Ellipse such as calendar-based maintenance,

statistic-based maintenance, and unplanned maintenance. Participants learn how to configure equipment profiles, resources, and tasks to execute scheduled maintenance.

The scheduling components of this course are covered in WP-01 Work Planner Introduction. This course should immediately precede WP-01 Work Planner Introduction, or may be run as a standalone course on establishing

maintenance schedules for execution in Work Planner. Course Length: 1 day

Intended Audience: Those individuals responsible for planning or scheduling work, operating or maintaining equipment, monitoring equipment performance and availability, asset management, maintenance engineering, work management or maintenance consulting.

 MN-01 - Ellipse Core Asset Management

 MN-02 - Ellipse Core Work Management Modules Included:  3001 - General

 3401 - Operating Statistics  3601 - Equipment Register  3620 - Work Orders  3690 - Standard Jobs  3701 - Maintenance Scheduling  3720 - Work Groups Objectives: On completion of this course, you will be able to:

 Maintain Items on the Equipment Register

 Maintain Work Groups

 Maintain Standard Jobs

 Maintain Parent Standard Jobs

 Maintain Standard Job Plans

 Maintain Maintenance Schedule Tasks

Outcomes: Establish the equipment profiles, resources and tasks within Ellipse that are required for work management of planned and unplanned work using Work Planner.

(39)

39

MN-04 - Ellipse Customer Work Management

Course Description: Customer Work Management is a suite of Ellipse modules that provide the functionality needed to manage any task, from high volume simple requests such as a call centre operation, through to complex projects that extend over many years at a high cost. The Ellipse Customer Work Management course provides participants with an understanding of the capabilities of the compatible unit and estimating facilities, and the efficiency of the work packaging functions. Course Length: 1 day

Intended Audience: Those individuals responsible for planning and optimising high volume tasks, building and managing projects, work management and maintenance consulting, asset management, or maintenance engineering.

 MN-02 - Core Work Management Modules Included:  3540 - Work Requests

 3629 - Notifications

 3635 - Compatible Units

 3655 - Job Estimating

 WP - Work Planner Objectives: On completion of this course, you will be able to:

 Maintain locations

 Maintain work requests

 Maintain requestors

 Maintain compatible units

 Maintain job estimates

 Maintain job estimates created from an existing entity

 Maintain job estimate items

 Maintain the status of a job estimate

 Package job estimates

Outcomes: Perform customer work management within Ellipse.

(40)

40

MN-05 - Ellipse Equipment Tracing

Course Description: The Ellipse Equipment Tracing module traces equipment items through their life-cycle of purchase, fitment, defitment, rebuild, and repair. In the Ellipse Equipment Tracing course, participants learn how to build equipment profiles, understand the process of fitting, defitting, and rebuilding traceable items of equipment, and review the history of these actions. Integration with the Equipment Register and Operating Statistics modules is also reviewed as the full impact of tracing equipment is explored. The Equipment History & Costing module is introduced by displaying history of equipment both in relation to Equipment Tracing and other maintenance activities.

Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management, maintenance consulting, planning, asset

management, or maintenance engineering. Prerequisites:  GE-02 - Ellipse Foundation

 MN-03 - Planning and Scheduling Modules Included:  3001 - General

 3401 - Operating Statistics

 3620 - Work Order

 3630 - Equipment History & Costing

 Maintain Equipment Group Identifiers

 Create Traceable Equipment

 Maintain Equipment Tracing

 Review Equipment Tracing

 Maintain Operating Statistics

 Review Equipment Information

 Run Equipment Tracing Reports Outcomes: Trace equipment life cycles within Ellipse.

(41)

41

MN-06 - Ellipse Condition Monitoring

Course ID: MN-06, Ellipse 8.3; Stream: Maintenance

Course Description: The practice of condition-based monitoring and maintenance can be an invaluable tool in improving maintenance efficiency, safety and equipment use. The Ellipse Condition Monitoring course assists users in understanding Ellipse’s ability to maintain equipment condition measurements and alert personnel when pre-defined condition criteria have been met. The ability to monitor fluid

expected and actual usages will also be discussed, as a piece of equipment’s performance can be directly monitored based on its usage of consumable products.

Intended Audience: Those individuals responsible for equipment life-cycle analysis, preventative maintenance programs, work management and maintenance consulting, planning, asset management, and maintenance engineering.

 MN-03 - Ellipse Planning and Scheduling Modules Included:  3301 - Fluid Management

 3340 - Condition Monitoring

 Maintain Condition Monitoring Sets

 Maintain Measurements

 Maintain Life Expectancy

 Maintain Alarms

 Maintain Equipment Changeouts

 Maintain Oil and Filters

Outcomes: Perform condition-based monitoring within Ellipse.

(42)

42

MN-08 - Ellipse Material Demand Management

Course Description: Efficient material availability for work is a key performance indicator in most asset intensive industries. The Ellipse Material Demand

Management course provides participants with the knowledge to use the Material Demand Management tool for the analysis of material required for planned and scheduled tasks without needing to raise requisitions. It is used for work where the future workload can be accurately planned and where past material usage is not a reliable indicator of future demand.

Intended Audience: Buyers, procurement officers, and individuals responsible for planning and scheduling work.

 MN-02 - Ellipse Core Work Management

Modules Included:  3620 - Work Orders  3715 - Material Demand Management

 Create, Maintain & Review Material Planning Groups

 Maintain & Review Work Groups for a Material Planning Group

 Maintain & Review Warehouses for a Material Planning Group

 Delete Material Planning Groups

 Create, Maintain, Review & Delete Material Planning Group Run Parameters

 Generate Reports

Outcomes: Manage material demand within Ellipse.

(43)

43

MN-11 - Inspections, Defects, and Asset Survey Training

MN-11 - Inspections, Defects, and Asset Survey

Course ID: MN-11, Work Planner 4.1; Stream: Work Planner

Course Description: The Inspections, Defects, and Asset Survey training course provides

participants with an understanding of the Inspections and Defects (37IN) and Asset Inventory Surveys (36AS) modules.

Intended Audience: Those individuals responsible for:

 structured and unstructured inspections

 auditing, updating, and collecting information relating to physical assets Prerequisites:  GE-02 - Ellipse Foundation

 MN-00 - Ellipse Maintenance Familiarisation

 MN-01 - Ellipse Core Asset Management

 WP-01 - Work Planner Introduction Modules Included:  Inspections and Defects (37IN)

 Asset Inventory Surveys (36AS)

 Determine a templates strategy

 Maintain attributes

 Link attributes to entities

 Manage activity scripts

 Review scripted activities

 Manage alarms and defects

 Manage asset inventory surveys

 Maintain mobile scripts

Outcomes: Perform inspections and use surveys to manage asset information within Work Planner.

(44)

(45)

45

ML-00 - Ellipse Materials Familiarisation

Course ID: ML-00, Ellipse Ellipse; Stream: Materials

Course Description: The Ellipse Materials Familiarisation course provides participants with conceptual knowledge of the Ellipse Materials system.

Intended Audience: Those individuals responsible for implementation and supply-specific activities. Prerequisites: GE-02 - Ellipse Foundation

Modules Included:  3001 - General

 3101 - Catalogue  3120 - Inventory Tracking  3140 - Stores  3190 - Warehouse Management  3201 - Supplier Information  3210 - Purchasing Objectives: On completion of this course, you will be able to:

 Identify the Ellipse Materials modules and their key purposes

 Explain the integration between the Materials stream and the other Ellipse streams

Outcomes: Understanding of key concepts and components of the Ellipse Materials system capabilities and preparation for hands-on training.

(46)

46

ML-01 - Ellipse Cataloguing

Course Description: The Ellipse Cataloguing Course provides participants with an understanding of the Ellipse functionality for creating, modifying and maintaining catalogue records. This module allows users to add an item of material (inventory or stock item) to a globally maintained supply catalogue and maintain the item of material.

Intended Audience: Those individuals responsible for cataloguing items or materials consulting. Prerequisites:  GE-02 - Ellipse Foundation

 ML-00 - Materials Familiarisation Modules Included:  3001 - General

 3101 - Catalogue

 3140 - Stores Objectives: On completion of this course, you will be able to:

 Maintain the Catalogue and Review Catalogue Items

 Maintain Catalogue Templates and Template Properties

 Maintain Policies

 Maintain Product Service Categories

 Maintain Standard Item Names

 Maintain Part Numbers and Products

 Maintain Cascading Rules and Externally Managed Rules

 Review Catalogue History

 Review Catalogue Stock Code Information

 Review Inventory Management Details Outcomes: Perform catalogue functions within Ellipse.

(47)

47

ML-03 - Ellipse Warehouse Processes and Requisitions

Course Description: The Ellipse Warehouse Processes and Requisitions course provides

participants with knowledge of Ellipse functionality for processing warehouse transactions and customer transactions.

Intended Audience: Those individuals responsible for warehouse operations. Prerequisites:  GE-02 - Ellipse Foundation

 ML-00 - Materials Familiarisation

 ML-01 - Ellipse Cataloguing

Modules Included:  3140 - Stores (Warehouse and Customer portions) Objectives: On completion of this course, you will be able to:

 Review inventory management details

 Create issue requisitions and order non-catalogued items

 Requisition application parts listing in total

 Substitute stock codes

 Maintain pick and pack tasks

 Perform immediate issues and immediate returns

 Receive and hold goods in store

 Maintain bins

 Perform add detail tasks

 Manage stock holdings and review stock movements

 Inspect warehouse stock

Outcomes: Control Warehouse Processes and Requisitions in Ellipse. Registration: To register an expression of interest in course attendance, email

(48)

48

ML-04 - Ellipse Purchasing

Course Description: The Ellipse Purchasing course provides participants with the training to create and manage supplier records, work with catalogued and direct charge

purchasing, receive services, and manage discrepancies. Course Length: 2 days

Intended Audience: Those individuals responsible for purchasing, maintaining the supplier record, managing receipt discrepancies, materials consulting or business partners. Prerequisites:  GE-02 - Ellipse Foundation

 ML-00 - Materials Familiarisation Modules Included:  3101 - Catalogue

 3140 - Stores

 3201 - Supplier Information

 3210 - Purchasing

 3245 - Discrepancy Reporting

 3260 - Accounts Payable Objectives: On completion of this course, you will be able to:

 Maintain Catalogued Purchasing Information

 Purchase Catalogued Items

 Order Non Catalogued Items

 Use the Shopping Cart

 Refer Items to a Buyer

 Maintain Commentary, and Narrative Text

 Maintain and Expedite Purchase Orders

 Maintain Standard Clauses

 Maintain Consumer Price Adjustments

Outcomes: Obtain the working knowledge and practical skills to manage goods and services using Ellipse.

(49)

49

ML-06 - Ellipse Disposals Management

Course Description: The Ellipse Disposals Management course provides participants with an understanding of Ellipse functionality for identifying disposal candidates using multiple parameters.

Intended Audience: Those individuals responsible for purchasing, inventory control or maintaining disposal items.

 ML-03 - Ellipse Warehouse Processes and Requisitions Modules Included:  3001 - General

 3140 - Stores

 3360 - Disposals

 Maintain Disposals Lists

 Maintain Survey Lists

 Process Sentence Items

 Create Issue Requisitions

 Maintain Requisitions and Transfers

 Review Disposal Information

 Bulk Transfer Disposal Lists

 Maintain Inter-Warehouse Transfers Outcomes: Perform Disposal Management within Ellipse.

(50)

50

ML-08 - Ellipse Forward Purchasing Agreements

Course Description: The Ellipse Forward Purchasing Agreements course provides participants with an understanding of Ellipse functionality for creating, evaluating and selecting quotations for both stock and non-stock items. Trainees will also review relevant standard reports, and run batch programs to generate FPA data.

Intended Audience: Those individuals responsible for creating and managing Forward Purchasing Agreements or purchasing from a Forward Purchasing Agreement.

 ML-04 - Ellipse Purchasing Modules Included:  3001 - General

 3140 - Stores

 3250 - Forward Purchase Agreements

 Maintain Forward Purchasing Agreement Header Information

 Maintain Forward Purchasing Agreement Items

 Finalise Forward Purchasing Agreements

 Manage Requests for Quotation

 Maintain Forward Purchasing Agreements

 Review Forward Purchasing Agreements

Outcomes: Perform Forward Purchasing Agreements Management within Ellipse. Registration: To register an expression of interest in course attendance, email

(51)

51

ML-09 - Ellipse Repairable Item Management

Course Description: The Ellipse Repairable Item Management course provides participants with the training to manage Repairable Stock Items and associated Repair Agreements, tasks, purchase orders, and item life cycles.

Intended Audience: Those individuals responsible for purchasing, maintaining repairable item agreements or managing repair requests.

 ML-08 - Ellipse Forward Purchasing Agreements Modules Included:  3001 - General

 3140 - Stores

 3390 - Repairable Item Management Objectives: On completion of this course, you will be able to:

 Identify Repairable Items

 Manage Repair Agreements

 Manage Repair Requests

 Purchase Catalogued Items

 Maintain Purchase Orders

 Receive Goods into Store

 Manage Stock Holding

 Review Repairable Items

 Review the Catalogue

Outcomes: Manage repairable stock items and their repair agreements using Ellipse. Registration: To register an expression of interest in course attendance, email

(52)

52

ML-11 - Ellipse Advanced Warehousing

Course Description: The Ellipse Advanced Warehousing course provides participants with an understanding of Ellipse functionality for warehouse management. Course Length: 2 days

Intended Audience: Those individuals responsible for Warehouse Management. Prerequisites:  GE-02 - Ellipse Foundation

 ML-01 - Ellipse Cataloguing

 ML-03 - Ellipse Warehouse Processes and Requisitions Modules Included:  3001 - General

 3140 - Stores

 3190 - Warehouse Management

 3210 - Purchasing Objectives: On completion of this course, you will be able to:

 Maintain Category Information

 Review Category Management

 Maintain Storage Management

 Consolidate Picking Slips

 Maintain Batch Lot and Shelf Life

 Use Stock Movement

Outcomes: Perform Supply Customer Account control in Ellipse.

(53)

53

ML-12 - Ellipse Inventory Tracking

Course Description: The inventory tracking module is used to track inventory items - whether they are in storage, in transit or have been issued. The Ellipse Inventory Tracking course provides participants with an understanding of Ellipse functionality for supply customer management.

Intended Audience: Those individuals responsible for tracking inventory as part of the supply customer management system.

 ML-01 - Ellipse Cataloguing Modules Included:  3001 - General

 3120 - Inventory Tracking

 3140 - Stores Objectives:  Maintain Supply Customers

 Review Supply Customers

 Maintain Inventory Tracking

 Transfer Stock between Supply Customers

 Consume and Write Off Supply Customer Stock

 Perform Supply Customer Stock Receipts

 Review Inventory Tracking Details

 Manage Stock Loans

 Recall Stock

Outcomes: Manage supply customers within Ellipse.

(54)

54

ML-13 - Ellipse Stocktaking I

Course Description: The Ellipse Stocktaking I course provides participants with knowledge of Ellipse functionality for organising of stocktakes, counting of stock, adjusting results, and approving adjustments.

Course Length: 1.5 days

Intended Audience: Warehouse Officers and other individuals responsible f

Ellipse Training Course Catalogue 8.3

Contents

Ellipse General Stream ... 5

Ellipse Human Resources Stream ...19

Ellipse Maintenance Stream ...34

Materials Stream ...44

Ellipse Technical Stream ...57

GE-02 - Ellipse Foundation

Intended Audience: All new Ellipse users.

GE-03 - Ellipse Functional System Administration

FI-00 - Ellipse Financial Familiarisation

Description:

FI-01 - Ellipse Financial Accounting Tools

Description:

FI-02 - Ellipse Management Accounting

Description:

FI-03 - Ellipse Accounts Payable

Description:

FI-05 - Ellipse Project Control

Description:

FI-07 - Ellipse Fixed Assets

Description:

FI-08 - Ellipse Plan Actual Statistics

Description:

FI-09 - Ellipse Accounts Receivable

FI-11 - Ellipse Labour Costing

Description:

FI-12 - Ellipse Contracts Management

Description:

HR-00 - Ellipse Personnel Familiarisation

HR-03 - Ellipse Position Management

HR-05 - Ellipse Training Management

HR-06 - Ellipse Recruitment Management

Intended Audience: Those individuals responsible for recruitment management and supervision.

HR-07 - Ellipse Personnel Administration

HR-08 - Ellipse Health, Safety, Social Responsibility, and

HR-09 - Ellipse Workers Compensation

HR-10 - Ellipse Salary Administration

PY-00 - Ellipse Payroll Familiarisation

Course Description: The Ellipse Payroll Familiarisation course provides participants with an

PY-02 - Ellipse Time Management

PY-05 - Ellipse Payroll Configuration

Course Description: The Ellipse Payroll Configuration course provides participants with the

PY-06 - Ellipse Payroll Management

PY-08 - Ellipse Employee Self Service

MN-00 - Ellipse Maintenance Familiarisation

MN-01 - Ellipse Core Asset Management

MN-02 - Ellipse Core Work Management

MN-03 - Ellipse Planning and Scheduling

MN-04 - Ellipse Customer Work Management

MN-05 - Ellipse Equipment Tracing

MN-06 - Ellipse Condition Monitoring

MN-08 - Ellipse Material Demand Management

MN-11 - Inspections, Defects, and Asset Survey Training

Course Description: The Inspections, Defects, and Asset Survey training course provides

ML-00 - Ellipse Materials Familiarisation

ML-01 - Ellipse Cataloguing

ML-03 - Ellipse Warehouse Processes and Requisitions

Course Description: The Ellipse Warehouse Processes and Requisitions course provides

ML-04 - Ellipse Purchasing

ML-06 - Ellipse Disposals Management

ML-08 - Ellipse Forward Purchasing Agreements

ML-09 - Ellipse Repairable Item Management

ML-11 - Ellipse Advanced Warehousing

ML-12 - Ellipse Inventory Tracking

ML-13 - Ellipse Stocktaking I