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Interleave preventative,
breakdown repair and
unscheduled maintenance
with opportunity
maintenance.

Assign multiple Personnel
and Equipment to a single
work order.

View your work schedule
and maintenance activities
over the time frame that
meets your needs.

Dynamically allocate
resource assignments to
meet your deadline
requirements by balancing
workloads.

Access maintenance and
inspection history on your
Equipment and its sub-
assemblies.

Use predefined work
procedures and the ability
to copy prior work orders
to respond quickly to
breakdown and/or
emergency repair
situations.

Access and analyze
maintenance statistics on
your Equipment and usage
frequencies on Personnel,
Outside Service Providers,
Tools and Inventory.

Track maintenance costs
for your Equipment,
Personnel, Tools, work
procedures, Inventory and
Outside Service Providers.

Use work procedures to
collect and validate
relevant data points on
your Equipment.

Project expenditures on
Equipment based on
historical activities and
future recurrences.
Features
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Equipment

  • Define an Equipment hierarchy at a single level or break it down into sub-assemblies that
    can be further divided to even more granular levels.
  • Attach notes, drawings or any other document to the Equipment record at any level.
  • Create parts lists for any or all Equipment in the hierarchy.
  • Associate unlimited maintenance activities (planned, scheduled or unscheduled) at any
    level of Equipment definition.
  • Link your Equipment, at any level, to the asset details for expense capitalization,
    depreciation, etc. (Fixed Assets).
  • Establish time sensitive service agreements.
  • Monitor Equipment that is out of service due to repair.
  • Track and view detailed statistics for work history, Personnel, Outside Service
    Providers, Tools, Inventory and unexpected expenditures.
  • Drill down to supporting details for planned, active and future work.
  • Control maintenance activity behavior dependant upon duty type and status.
  • Establish maintenance expenditure budgets for use in statistical comparisons.
  • Create user defined descriptive information for the Equipment with user defined fields.
  • Record manufacturer, source and warranty information about the Equipment.
  • One click viewing of “last activity” and the details of the action.
  • Copy one Equipment record and related details to create a new Equipment record.
  • Move Equipment sub-assemblies within an Equipment hierarchy or to another Equipment
    hierarchy.
  • If present on a work order, meter reading and data collection history is automatically
    logged as work orders are completed.
  • Control if and when Meter wrapping is allowed.
  • Extract historical work procedure data into spreadsheet for further analysis.
  • Create future projections for expected expenditures on Equipment.
Personnel

  • Establish name and contact information.
  • Optionally, assign Personnel to plant and/or work regions for schedule grouping.
  • Block Personnel when they are not available.
  • See blocked Personnel separately from Personnel not blocked.
  • Associate combinations of Skills and Certifications with Personnel.
  • View and print work history on each person.
  • Access meter reading and data collection history by person.
  • Display and analyze statistics and/or usage ledger on each person.
  • Establish usage costs for each person using the “quick calculator”.
  • Assign Supervisor to Personnel.
  • Control access of individuals to information.
Outside Service Providers

  • Define outside service providers for maintenance activities.
  • View and print work history on each outside service provider.
  • Display and analyze statistics and/or usage ledger on each outside service provider.
  • Establish methods for calculating usage costs for each outside service provider.
Tools

  • Create tools for use in maintenance activities.
  • View and print work history on each tool.
  • Display and analyze statistics and/or usage ledger on each tool.
  • Establish usage costs for each tool using the “quick calculator”.
  • Link tools to Fixed Asset accounting and use current value as the basis for usage costing.
Inventory

  • Establish detailed or brief descriptive information about consumables or spare parts
    (Inventory).
  • Define maintenance policies for spares based upon expected life or time frame since
    installation.
  • Track usage costs for each item using the “quick calculator”.
  • Designate Inventory as “critical spares” with minimum balance levels.
  • Automatically populate the NAV Item Journal for usage recording with both “stock” and
    “non-stock” items.
  • View the Effective Quantity of an item in total or by location.
  • Display and analyze statistics and/or usage ledger on each item.
  • Establish usage costs for each item using the “quick calculator” or NAV cost or a
    combination.
  • View and print work history on each item.
  • Use NAV Purchasing for replenishment of items.
  • Utilize the “Items below Minimum” report options to determine which items and/or
    critical spares are below the minimums established for maintenance usage.
Work Procedures

  • Predefine work procedure and/or sub-steps to be used in any work order or scheduled
    maintenance activity.
  • Associate usage estimates items, Tools and Outside Service Providers for a procedure or
    sub-step.
  • Estimate standard time and/or estimated time for each procedure or sub-step.
  • Include one-time work procedures “on the fly” in work orders or event controls.
  • Link to each procedure or sub-step to supporting materials such as documents or URLs
    to assist Personnel in completing a work procedure.
  • Create user defined Work Code to classify work procedures for analysis, searches and
    views.
  • See the details of and the estimated cost for performance of a work procedure.
  • Copy a work procedure and its details to create a new work procedure.
  • Establish meter reading or data collection activities with validation rules for a work
    procedure.
Creation of Work Orders

  • Work orders may be manually created or generated via the Order Generators analysis of
    trigger points.
  • Establish trigger points for the generation of work orders using date or meter.  Date and
    meter combinations may be used.
  • Predefine work procedures, items, Outside Service Providers, Personnel, Tools, skills,
    certifications and support materials for inclusion in a generated work order.
  • Use work requests to create Planned and Released work orders.
  • Planned work orders can be used in combination with Released work orders to take
    advantage of Opportunity Maintenance.
  • Qualify the planning horizon for work Order Generation by date and virtually any data
    point established in the trigger controls to “suggest” work orders for generation.
  • Copy any trigger control and its details to create a new control or use Templates to
    populate.
  • After generation, virtually all of the content of a work order may be changed to meet
    specific maintenance conditions.
  • Inter-mix stored work procedures with manually created work procedures.
  • Predefine the “effect” the work order will have on the specified Equipment when work
    begins.
  • Control printing of comments and notes attached to Personnel or Equipment on work
    orders.
  • View prior meter reading or data collection associated with the event controls.
Work Orders

  • View a work order interactively or print a copy of any work order.
  • Print Pick Tickets for Inventory and Tools.
  • Print Parts Lists for the Equipment on the work order.
  • Assign a supervisor to a work order with multiple Personnel.
  • Multiple Equipment assignments may be established on a single work order.
  • Interactively view any support material (documents, URLs, etc.) associated with a work
    order.
  • Convert a Planned work order to a Released work order or visa-versa.  Convert Requests
    to a Planned or Released work order.
  • Change or add work procedures (manual or stored) to a work order.
  • Alter items, item quantities, Outside Service Providers, Personnel, Tools, etc. on a work
    order.
  • Record the Actual Time spent to complete a work procedure and/or complete each
    work procedure as finished.
  • Add, change or remove items, Tools, Personnel, Outside Service Providers or
    unexpected expenditures on the work order for any work procedure or for the entire
    order.
  • Record actual usages of items, Personnel time, Tools, Outside Service Providers or
    unexpected expenditure on the work order.
  • Update an Equipment meter reading via a work order or a work procedure within a work
    order.
  • Monitor work order progress by viewing the accumulated statistics for a work order.
  • Use the “Require Approval” options to “review and approve” work orders before they
    are posted.
  • After completion, work orders are retained as Finished work orders.
  • Use the copy feature to copy a Planned, Released or Finished work order to a new
    Planned or Released work order.
  • Control printing of Comments from Personnel and/or Equipment on work orders.

  • View your work load in a matrix format by resources (Personnel, unassigned work and
    Outside Service Providers) intersecting a date forming a cell.
  • View your work load in a matrix format by Equipment intersecting a date forming a cell.
  • View your work load in a matrix format by task with Personnel utilization by date.
  • Filter the content on the Whiteboards by work order (Planned and/or Released) and by
    location (Region, Facility, Area and Line).
  • Each cell on the Whiteboard contains the number of work orders assigned to the
    person or Outside Service Provider and the total estimated time to complete.
  • Click each cell to see a list of work orders comprising the cell.
  • Change or view the content of any work order on your Personnel or Equipment
    Whiteboard.
  • Reassign work orders to Personnel or Outside Service Providers and change the request
    date of a work order without opening the work order.
  • Print individual work orders or groups of work orders and print a work schedule by
    individual, Region, Facility, etc.
  • View your work Request in a worksheet format by status and disposition.
  • Print Personnel backlog and utilization reports by date range.
Whiteboards

If you are responsible for balancing the maintenance workload in your organization, The
Asset Guardian is   the perfect add-on solution.  It helps you manage your Equipment
through scheduled and preventive maintenance as well as unscheduled repair or inspection
during its life cycle.  Unpredictable events, such as breakdown repair or repair requests
are also handled with ease.

The Asset Guardian allows you to predefine the maintenance or inspection intervals for
your Equipment.    It also makes it easy to associate specific Tools, consumables and MRO
Inventory items with any maintenance event when it occurs. The Asset Guardian never
forgets to schedule a maintenance activity, never forgets to record the history and always
keeps accurate statistics on your assets.

The Asset Guardian provides the ability to connect your maintenance activities to outside
support organizations (Outside Service Providers) and/or your Personnel.  If your work
requires   assigned resources meet specific certification and skill levels, The Asset Guardian
will help you.  You can   assign, in advance, the preferred Personnel and/or Outside
Service Providers for any given maintenance activity when it occurs.  As work is completed,
you can record the actual time it took the Personnel and/or vendor to complete the
maintenance activity by each procedure on a work order.

The Asset Guardian is an Enterprise Asset Management System (EAMS).  Virtually anything
requiring care can be defined as an asset.  The Asset Guardian not only supports multiple
sub-assemblies for each piece of Equipment, but also multiple maintenance controls for
each piece of Equipment.  Work procedures can be defined in The Asset Guardian at a
single or multi-level and may be associated with one or more maintenance activities.
Features