Quick Reference Guide Work Order System Infor 10 (EAM) 2-16-15 URL for the System: ://INFOREAM.AG.NA.JCI.COM 1A- INFOR

Quick Reference GuideWork Order System

Infor 10 (EAM)2-16-15

URL for the System: http://INFOREAM.AG.NA.JCI.COM

1A- INFOR Quick Reference Guide, (2-16-15)

http://INFOREAM.AG.NA.JCI.COM/

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1. Preparing your Browser for INFOR EAM

A. Compatible Browsers (Internet Explorer)– Infor EAM is only compatible with Internet Explorer (IE) (versions IE8, IE9. IE10, & IE11.

B. Browser Setup– The configuration of your Internet Explorer browser affects the look and function of Infor EAM.

Several settings must be changed from the default values in order to allow Infor EAM to run smoothly on Internet Explorer.

– Note: configuration settings discussed in this module are designed for IE 10 & IE11 users. All plants should have IE11 now.

A- INFOR Quick Reference Guide, (2-16-15)

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Preparing your Browser for INFOR EAM (cont.)

• This setting is only valid if you are using IE version 10 or 11.Open your IE and go to menu bar Tools-> Compatibility View Settings.


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1. Add jci.com domain 2. check the box for display intranet sites in compatibility view list

Once done, close that window and just refresh your browser clicking F5.


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Preparing your Browser for INFOR EAM (cont.) Adding the EAM Servers as a Trusted Site

– Add the EAM servers (*.jci.com) as a trusted site, and then update your Internet Explorer security settings.

– Follow these steps to add the servers as a trusted site.1. Open Internet Explorer.2. Choose Tools > Internet Options from the Internet Explorer menu bar. Internet Explorer

displays the Internet Options dialog box.


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Preparing your Browser for INFOR EAM (cont.) 3. Click the Security tab

4. Select Trusted sites,

5. Click the Sites button.


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6. Verify whether or not the Infor10 EAM site is listed in Trusted Sites zone.

If the Infor10 EAM site is not listed as a trusted siteAdd this URL http://infoream.ag.na.jci.com

and Unselect the checkbox ‘Require server verification (https:) for all sites in this zone’

Then click on Close button.


http://infoream.ag.na.jci.com/

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Preparing your Browser for INFOR EAM (cont.) 7. Click on Custom Level button


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Preparing your Browser for INFOR EAM (cont.) 8. Scroll to find out “Access data sources across

domains” option, then choose Enable.


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9. “Allow script-initiated windows without size or position constraints” option, choose Enable.


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9. Click on OK button.


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9. Internet Explorer displays a confirmation message.

10. Click Yes.


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11. Then click the Advanced tab.


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12. Internet Explorer displays the Advanced page.


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12. On “Send UTF-8 URLs” options, unselect “Send UTF-8 query for Intranet URLs”.

13. Click OK.

Internet Explorer closes the Internet Options dialog box.

When all the steps are completed, the browser is ready to run INFOR EAM.


2. Log into the Infor System: There are two waysA. Option 1: Copy and Paste the URL for the System directly into Internet Explorer: http://

INFOREAM.AG.NA.JCI.COMB. Option 2 From the JCI Homepage, follow the below screen shots to arrive to the Infor log-in screen




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2. Log into the Infor System: There are two ways (cont.)


3. Requesting ID & PASSWORD - Work Order System Access

A. Users or the user’s supervisor who have not already obtained access to the EAM system should complete the following steps:

1. If new user has a Global ID, • Create a IT ITARAS request using this link:http

://ag.johnsoncontrols.com/ITUAS/create/index.action

A- INFOR Quick Reference Guide, (2-16-15) 18

3. Requesting ID & PASSWORD - Work Order System Access (cont.)


2. Select Infor EAM and highlight the ADD button:


• You will get a pop up box. Follow Steps 1 – 41. Download the Access form and fill out the required data. Save the file to your computer in a place you will

remember2. Select if this request is for an Interiors or Seating plant3. Browse your computer for the file you just saved. Select the file and click SAVE4. Click CONTINUE to attach the file to your request




• Scroll down to the bottom of the screen and click continue

• You have now attached the form to the ITARAS request


A- INFOR Quick Reference Guide, (2-16-15) 22(cont. on next slide)

• Below are the levels of authorization available to pick from in the form

LEVELS OF AUTHORITY

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4. INFOR includes several navigation options on each page which allow you to quickly and easily find the pages and information you need. Navigate system

by:

A. clicking icons, menus, buttons

B. tabs, hyperlinks.


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4. First Screen (Most Users): START CENTER Displays the Start Center home page


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5. MY ACCOUNT Displays the My Account page, which allows you to view and change your e-mail

address, system language, login password, and success message information


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6. FUNCTION BUTTONS: UPPER RIGHT


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7. Menu Bar (THESE WILL CHANGE DEPENDING ON USER)

A. Work Orders Menu – Set-Up >Employees, Supervisors, Shifts


B. Work Orders Menu – PM Set-Up>Tasks, PM Schedules, Routes, Documents, Material Lists

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7. Menu Bar (cont.)


C. Work Orders Menu – Create Work Orders or Generate PMs > Create Work Request, WO Quick Entry, etc.

D. Work Orders Menu - Review & Close Work Orders >Work Orders, View Request, Review/Approve Work Request, etc.


7. Menu Bar (cont.)E. Equipment Menus>Equipment List, Set-Up>Meters, Locations, Cost Codes, Manufacturers, Closing Codes, Departments

F. Reports Menus –

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7. Menu Bar (cont.)


G. Materials Menus – More Will Be Added As We Move Into The Use of Spare Parts List By Equipment

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8. Tool/Function Buttons Bar: Upper Left A. Access basic system functions on the toolbar. Hover the cursor over a button to view a pop-up

description of the button’s function. Refer to the following descriptions when accessing buttons on the toolbar:

• The upper left hand side of the screen contains session information and the tool bar. • Session information displays some details about how the user is logged into Infor EAM.• Most screens contain a tool bar in the upper left hand side of the Infor EAM window.


General Recommendations: 1. Do Not Use the Back Arrow. 2. Do Not Use Help 3. Do Not Use #12, we did not buy that function

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9. Tabs in Basic Screens A. Basic Tabs are listed below, depending on which screen you are on B. The tabs may show different options.


• List View: Lists the current files which have already been entered.• Record View: Area where information can be edited or added.• Comments: Enter comments to reference an item• Equip. History: List of scheduled events, When Record Created, Work Orders Against, Transfer History• Costs: Lists costs related to work orders, etc. • PM Schedules: Lists of PM schedule equipment is on, unless it is part of a Route • Part Associated: Future Function Where Can Build Spare Parts List By Equipment• Material Usage: When We Start Checking Out Parts to Equipment Will Show Usage History• Meters: Shows what meters are attached to equipment• Documents: Shows what Documents are attached to the equipment (like Manuals, Pictures, etc.)• Etc.

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10. Fields


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11. Updating Fields & Selecting Rows in a List • CTRL+CLICK: Individually selects and unselects rows• SHIFT+CLICK: Selects all rows between the clicked row and the most recently selected row. Shift+Click

also un-selects all rows that do not meet the criteria above.• Right Mouse Click after Selecting to Bring up the Update Pop-UP


• If the Field is available in the drop down, you can mass update all records selected.

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12. Sorting or FILTERING Lists

A. List can be sorted in ascending or descending order A-Z or Z-A. Double click the header column to sort your list.

– An arrow will appear to remind you of the column that is sorted. The list may be filtered on each column.


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12. Sorting or FILTERING Lists (cont.)

B. Using the Quick Filter:– Infor EAM will automatically load the default Dataspy. Select a Dataspy that contains the desired

records. In this example, “All WOs” is selected as the Dataspy.– The quick filter contains three fields. This first field selects the field or column of data the filter will

evaluate (in the sample it says “Work Order”); the second field contains the operator (in the sample it says “Starts With”), the third (last) field is for user entered values.

– With the Quick Filter setup, click the Run button. The system filters the results returned by the selected Dataspy based on the Quick Filter criteria.


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C. Counting Results in List View– The bottom left of the screen will indicate how many records have been returned.

• When there are less than 100 results, it will show the number directly.• If there are more than 100 results the system shows 100+ by default.

– Click the 123 button and the system will return a pop-up window with the count of records.


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D. Using Multi-Search/Filter:– Multi-search Filtering is almost as easy as the Quick Search but can be used to filter criteria based

on multiple columns of data in the List View.


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• Select operators and enter values for all the columns you intend to use in your filter; use as many or as few as needed. To run the search:

• click the “Run” button with the Quick Filter or • hit the “Enter” Key or• the F8 key to run the multi-filter.

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13. Export an Excel List


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14. NOTE: The DATA-SPYS, (SCREEN FILTERS) do not re-run each time you go to a record tab, and then go

back to the list tab.

A. This was changed to improve your wait time on the system.

B. (This Means That Changes You Did On The Record Tab Will Not Show In The List View Unless You Hit the RUN Button Again)


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15. REPRINTING 1 or MANY WORK ORDERS

A. You can print or reprint multiple orders from the list screen view at one time. – Use the MULTI-Select CAPABILITIES WITH YOUR MOUSE & THE SHIFT KEY OR THE Ctrl key and the

press the PRINT PREVIEW button.


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16. Work Order Responsibilities


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17. Equipment Entry Standards


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18. Email Notifications Available for Work Order Events (Requests, Close, Dept. Specific)
