Configurations: Having X3 Your Way

Manufacturing

Facilities Management

FleetService Contractor

Healthcare

What We Will Cover 7 Case Studies that illustrate configurations

for:◦ Job time and downtime calculations

◦ Work Response Times and Monthly Metrics Reporting

◦ Capturing and displaying equipment availability

◦ Integration of fluid analysis with CMMS

◦ Call center configuration and room management

◦ Use of the Planner and Timecard tools

Case Study #1:

Background: Manufacturer of custom machined parts and assemblies for heavy-duty industrial applications.In-house system from 1975 had become obsolete.eMaint X3 Enterprise edition installed May 2006. Terry Koetter, director of plant engineering and maintenance, worked closely with eMaint to define XTek’s configuration elements.

Implementation Goals:

Payroll Interface

Capturing Metrics◦Auto-capture of data in work order center:

Response Time Job TimeMachine Downtime

◦ KPI Reports

Calculates total from first labor start-time to

last labor stop-time

Labor Start and Stop Times are stamped and

captured

Calculates total from WO date/time to last

labor stop-time

Calculates total from WO date/time to first

labor start-time

Time Calculations

Unscheduled DowntimeMachine Status:

DOWN

Calculates total from WO date/time to

Machine Back Up date/time.

Two versions of Close Out screen. Version #1 of screen.

Machine Status=DOWN.

If Machine Status is DOWN, the Close out Screen displays the

Machine Back Up field.

Scheduled Downtime

Machine Status:RUNNING

N/A

Version #2 of Close-out screen. Machine Status=RUNNING or N/A.

If Machine Status is RUNNING or N/A, Scheduled Downtime field is

displayed. User populates field with number of hours if applicable.

Scheduled Downtime displays with value

entered on close-out.

XTek Metrics Reports

Meantime between failureEquipment DowntimeJob Time and Time to Complete

Report: MTBF

Report: Equipment Downtime

Report: Job Time

Background: Corporate Facilities Group with10 locations Sought to replace in-house Access-based

system with a global web-based solution to meet growing requirements:◦ Standardized for all locations◦ Global Solution ◦ Replicate configuration of the in-house system

eMaint X3 Implemented in July 2006

Case Study #2:

Implementation Goals: Consistency across all locations Individual accounts plus consolidated

“sweep” account Capture response times on work orders:

◦ Response Time◦ Job Time◦ Duration Time◦ Time to Complete

Monthly metrics reports identical to in-house system reports that had become corporate standard

WO Configuration

WO Configuration Work Priority type is

used for monthly metrics report.

Calculates total from WO date/time to first

labor start time.

Represents total quantity of time in

labor charges.

Calculates total from WO date/time to last

labor stop time.Calculates total from

First labor start date/time to last

labor stop date/time.

Metrics Report

Metrics Report

Case Study #3:

Background: Customer since March 2007

Manufacturer of precision investment castings in aluminum and steel alloys.

6-Building Site/160,000 square feet.

Goals: ◦ Replace MP2 with Web-based Solution

◦ Better handling of KPIs

Digital dashboard KPIs defined and developed in May 2007, specific to customer requirements.

KPI Configuration

Digital Dashboard

Case Study #4:

Background: eMaint customer since 2005 Government contractor Provide contracted maintenance and facilities

management services Needed ability to print service estimates and

invoices from work orders

Implementation: Customer-centric work order screen Options for printing estimates and invoices from

work order screen.

Work Order – Estimates/Invoicing

Work Order – Estimates/Invoicing

Case Study #5:

Background: Customer since December 2005 3 Sites in CT, RI and IN Paper-based system Chose eMaint for its configurability and customizations

Implementation Goals: Maintain existing color-coding for consistency Downtime and response time calculations Replicate existing reports Planner tool to track and assign multiple personnel to PMs

and work orders Time Card function for easy capture of labor hours

Maintain Color Coding of Work

Maintain Color Coding of Work

Downtime Capture on Emergency WO

Case Study #6:

Background: Existing customer of Polaris Laboratories

Wanted CMMS to track PMs and work orders

Implementation Activities: Setup interface to Polaris system

Upload equipment data from Polaris to eMaint

Meter readings submitted via email

Fluid Analysis Integration Equipment IDs and maintenance histories

are linked between applications

Equipment data with PMs for Sampling are automatically uploaded to eMaint

Fluid Analysis Link on asset detail view

Critical or severe analysis results can trigger automatic work order in eMaint

Synchronized Equipment Data

PMs for Sampling are automatically uploaded from Polaris to eMaint

Fluid Analysis link from Asset

Automatic Work Orders based on severity of Fluid Analysis Results

Case Study #7:

Background: eMaint customer since 1999 Switched from eMaint LAN to X3 in 2006: Ease of use,

hosting, configurability options High usage: 72 users; 500+ work orders per week;

400+ Security Operations Service Center (SOSC) call center activities per week

Configuration Requirements: Planner and Time Card Problem type and priority hierarchies Room Management Listing SOSC Call Center