Transcript SESSION ONE - CMMS Software, Maintenance Software

SESSION ONE
SPROCKET OVERVIEW
SECTION ONE
Sprocket Overview
In this Session we will review how Sprocket can be customized to your operational
requirements. The delivery from this Overview will be to identify the components
of Sprocket that will be used for your operations.
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Login Page
Sprocket Navigation - Consoles, Tabs and Screens
Work Management Console
Inspections Console
Work Order Routing
Reporting Console
Inventory Console
Administration Console
Scheduling Console
Asset Management Console
Sprocket Navigation – Login Page
Login Page
When you first login to Sprocket you will see the following login page:
(Take note this page can be customized with your Company Logo, Special text such as Login Instructions,
Emergency Contact Info, etc. It can be “Branded” to your Company Specifications.)
Sprocket Navigation – Consoles, Tabs, Screens
Sprocket is composed of Consoles, Tabs, and Screens
Consoles – Upper
Navigation Menu
Tabs – Sub
Categories
Screen
Work Management Console
Work Management
This is where you will spend most of your time. Here you can view, submit, dispatch, and manage all Work Orders
within the System. It allows options for tracking Time and Materials, adding details to work orders, as well as routing
and closing Work Orders. Managers can see an overview. Technicians can see what is assigned to them, and
Customers can view the status of their submitted request(s).
Within the Work Management Console, you have 7 Tabs:
• Sprocket Portal – Here, each user can personalize their own Portal with Weather, RSS News Feeds, Reports within
Sprocket, etc. When you first log into Sprocket, the default landing page is the Sprocket Portal page.
• Manage Overview - An overview of all work orders regardless of the type, the status, the assignment, etc. It’s a
glorified Work Order Report. Has access to Dispatch Actions to process work orders as needed.
• My Requests -This is a list of work orders submitted by the Logged In user. This screen is typically used by your
Customers/Web Requestors.
• My Work Orders - This is a list of Work Orders “Assigned” to the Logged in User. If you are the Assigned Employee
and/or Supervisor, of a Work Order, it will appear in this list.
Work Management – New Work Order Screen
New Work Order Screen – This is where you submit any type of work order. Any Red field is required.
The New Work Order Screen also allows for expedited Dispatching, and Assignment(s) as well as
overriding Email Notifications and attaching Inspections.
Work Management – Time Materials
Time Materials – This screen allows for time & material postings to existing Work Orders, or
other records in the system. All Red fields are required, and it’s equipped with a built in report
that allows you to search for any Time or Material Transaction using defined Criteria.
Inspections Console – Inspection Manager
Inspections– Sprocket allows the use of inspections for Quality Assurance Meter Readings, Customer Surveys,
and other data Collection Inspections. However; Inspections also allow you to create, import, and/or update
any record in the system, individually or on a mass level.
Inspection Manager – Lists all Inspections in the system. Allows you to create, edit, and/or view history
New Inspection – This is where you can create a New Inspection
New Inspection Batch – This is used to import large amounts of data
through a batch upload, (from either a Report within Sprocket, or a CSV
file).
Reporting Console
Reporting – This is where you create, edit, and manage all of your Reports. This Console contains 3 Tabs
Dashboard - Consists of (3) different Dashboard Design Types (Graph, Chart, Gauge) A Dashboard is a graphical
representation of a pre-built Report in the Sprocket Interface.
Enterprise Reports – Allows integration with 3rd party reporting system/software for custom designing capabilities,
such as Crystal Reports.
Reports - Reports are sets of data that are returned with defined filters, groupings, and/or formulas, based on your
data requirements in Sprocket. Some Examples: “Work Orders opened in Last 24 Hours”, “Hours Posted Last 2
Weeks”, and “Open Work Orders by Employee-Detail”.
Inventory Console
Inventory – Facility technicians will use inventory items constantly in their day to day processes. This will involve
issuing items for work orders, checking storerooms for availability, and submitting purchase requests to replenish
inventory. The Inventory Console can help you do all of these things.
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Inventory Cart Search – This feature is and add-on and is dependent upon your facility’s inventory checkout
process. An example ; Say your storeroom clerk needs to approve all outgoing items from the storeroom. The
Technician would gather items, and log them on their Handheld/Mobile Device, to get a Cart Number. When a
Technician is ready to checkout, they would bring the parts to the storeroom clerk with the assigned Cart
Number. The Inventory Clerk would then verify the Employee, the Items associated to the Cart Number, the
Work Order number, and proceed to check them out.
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Storerooms – Locations where you house your Inventory.
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Inventory Items – This tab is used to view what items a facility has in inventory.
Inventory Console
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Auto Reorder - This shows the items that have hit their reorder point, and are ready for Automatic
Reorder.
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Inventory Checkout Search – This screen is used to check an item in or out of inventory to a specified
work order or object in the system. Some examples of Objects are: Equipment, Locations, Shops, Account
Codes, etc.
Inventory Console
Inventory Management - The Inventory Management screen
is used to perform Physical Counts, Transfers, Recounts, and
Returns to Vendors for a specified Storeroom.
•Transfer- Allows to transfer available items between
storerooms. If item does not exist in the storeroom you
are attempting to Transfer too, you have the ability to
automatically create that Storeroom relationship to that
item.
•Physical Count- Allows you to easily perform a Physical
Count on the scanned or manually entered item with
the specified storeroom.
•Re-Count- Through a configuration setting, you can
have the ability to approve any Physical Count
submitted
•Return To Vendor- Allows you to track Purchase
Requests and Items that need to be returned to
Vendors.
Inventory Console
Purchase Requests – A Purchase Request is a document that represents an order placed by you to
one of your vendors, where you ask them to supply you with a certain set of products at a certain
price. This screen is used to view previous purchase request made by other employees, items that
have been submitted through the Auto Reorder process as well as submitted purchase requests to
replenish inventory from the Inventory Manger.
Administration Console – Financial Codes Tab
Administration Console – This Console is mostly used by System Administrators. This console is used
to set up a lot of your Sites Configurations. It contains 8 Tabs within it. They are as follows:
Financial Codes - Financial Codes are typically the accounting codes for your company, as
well as the Billing and Wage Multipliers used on Materials and Time transactions.
Administration Console – Estimates Tab
Estimates - Estimates are used for a few different things: To approve purchase requisitions, special projects, capital
expenditures etc. Estimates are nothing more than an electronic way to gain approval for Materials and Labor on a
project, and have the request automatically sent through a multi-tiered approval process based on the conditions on
the work order, and/or dollar amount on the Estimate.
*Note: Approval Rules, Estimate Statuses, and Estimates will be covered thoroughly during a future Training
Session
Administration Console – Inspections Tab
Inspections- Allows you to view what Inspection Batches are being performed, and allow the ability
to create new Inspection Types for classification.
•Inspection Batches- View current Inspection batches being performed in the system
•Inspection Types- Ability to create/edit/delete Inspection Types that can be used to classify
new or existing Inspections
*Note: Inspection Batches, and Inspection Types, will be covered thoroughly during a
future Training Session.
Administration Console – Reporting Tab
Reporting – Reporting within the Sprocket Administration Module, allows you to specify
new report categories and also build a scheduled event to email reports.
•Report Categories- Allows you to create/edit/delete Report Categories that can be used
•Schedule Report- Scheduled Reports allows you to schedule a report to be emailed on a
regular basis/schedule.
Administration Console – Email Tab
Email Settings - This is where you can edit your Email Settings through your Object and
Document Settings. Example Work Order = Object, and “When Employee Changes on a
Work Order” = your Document
Administration Console – System Configuration Tab
System Configuration- Here is where you will find the majority of your configuring tools in Sprocket.
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About – This shows you the latest Website and Database Versions of Sprocket you are running
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Company Information – There is where you will put your Company information, Name Phone, Address, City,
Logo files.
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Extended Properties – Allows you to create any additional field needed for any object in the system.
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Field Alias Names – Allows you to “re-alias” field names for any given object in the database, based on your
Company’s needs.
Administration Console – System Configuration Tab
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Dispatch Action Manager – In this tab you can create/edit and manage any Dispatching Action on any Screen
or Form. *Note: Dispatch Actions will be covered extensively throughout your Sprocket Training.
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Screen Layout Manager – Allows you to show/hide the Grid Columns, Search Filters, Dispatch Actions and/or
Tabs for any Screen or Form based on individual or security groups. *Note: the Screen Layout Manager will be
covered extensively throughout your Sprocket Training.
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Supported Browsers – This screen shows you all of the browsers you can use for both your main Sprocket
Interface, and the Sprocket Mobile Interface.
Administration Console – Work Management Tab
Action Log Dispatch Rules - Action Log Dispatch Rules are the filters for Action
Logs. They tell your system under which action log to list each work order. For
Example; if you select a Request ID of “Plumbing” then all new work orders with a
matching Request ID of “Plumbing” will be dispatched to the specified log.
Action Logs - Action Logs are another way of viewing work orders. They allow your
Sprocket system to filter and automatically dispatch incoming work orders based
on specified criteria. An Example of Action Log use: If you always assign work
orders with location “X” to employee “Y” then you may create an action log for
employee “Y” that lists all work orders for location “X”. By using the proper Action
Log Dispatch rules, you can have a system automatically dispatch work orders to
the assigned log.
Contact info Types - Contact Info Type Defaults are simply different categories of
contact information such as a cell phone, a fax, or an email address. Each new
contact record must have a Contact Info Type.
Crafts - Crafts are sub-categories of the divisions of an organization. To create a
craft, go to Administration> Work Management> Crafts> click on the "New Craft"
button and fill out the desired information. Once a craft has been created, a user
may edit that craft by clicking on the craft name and making any necessary
adjustments, then saving. A craft may be deleted by clicking the "Delete" found on
the same row as the craft to be deleted
Administration Console – Work Management Tab
Customers - Customers can be defined as a client or someone who
requests services from you and your company.
Fault Code Manager - Fault codes are simply a way of classifying what
went wrong. A technician would generally observe a problem and then
tree down through available fault codes to mark that problem upon
closing a work order. Most software that uses fault codes use a tiered
system, so the Problem limits the number of Causes you can choose,
and the Cause limits the number of Remedies you can use. Ours is an
open tree structure that isn't so restricted, and it's even possible to
create other Types (standard, are problem, cause, remedy).
Fault Code Types - These are the Types of Fault Codes for example:
Problem, Resolution, Cause, etc.
Locations - Locations are part of the fundamental structuring of your
Sprocket system. Each work order you receive will be assigned to a
location. The structure of your location tree is entirely customizable
and can be one or two levels or it can have many levels to
accommodate an intricate system of locations.
Administration Console – Work Management Tab
People – A person record is any type of user that will
be utilizing the Sprocket System.
Priorities - Used to apply an importance/urgency of
submitted or generated work requests.
Request Types - Request Types distinguish the type of
Work the user wants to begin the process for. Each
Request Type will have its own set of Request Codes to
choose from and allow the user to auto generate the
related fields for the New Work Order. In the Work
Order process, selecting the Request Type is the first
step for the user to create an Order/Request they need
to get the job done.
Administration Console – Work Management Tab
Requests - A Request is a specific subcategory of a
Request Type that allows you to further define who the
work will be assigned to. Example: You may have a
Request Type of "Corrective Maintenance" and then a
Request of "Plumbing Repair.“
Shifts - Shifts are assigned to employees based on
typical hours worked. This allows the manager of the
system to track overages of hours as well as outliers in
time postings. Once a shift is assigned to an employee,
the system is then able to suggest which employees
are most likely to be available to complete a given work
order based on the desired completion date.
Shops - Shops are used to help classify, dispatch, track
accounting and cost on any type of work order in the
system.
Administration Console – Work Management Tab
Vendors - A vendor may be assigned to an employee if that employee
works for a contractor in order to show a relationship between any work
done and the vendor. Vendors are also used for purchasing inventory
through the Inventory Module.
Work Types -Work Types are another way for you to categorize work.
Common Work Types are: ‘Corrective,’ ‘Routine,’ ‘Event,’ etc.
Request Screen Manager - The Request Screen Manager allows a system
administrator to set which fields users are able to utilize and view, as well
as which fields are required for the New Work Order Screen, the Details
Screen, and the Mobile Details Screen. The system administrator may also
order and rearrange the fields that are shown. *Note: the Request Screen
Manager will be covered extensively throughout your Sprocket Training.
Work Status Manager - This is where you manage all your different Work
Order States, Status Types and their Descriptions. It allows you to create a
custom work flow within a Work Status Type. *Note: the Work Status
Manager will be covered later in your future Sprocket Training Sessions.
Administration Console – Security Tab
Security
Group Management – Allows you to manage which Users are in what Groups.
Groups - Security Groups are a way for you to manage the access levels of the different
groups of users within your Sprocket system. By placing each user in a specific group (or
groups) you can then control the screens the user has access to, as well as which ones
will be view only, and which ones the user may make modifications to.
Master Security - After a user or group has been created, this is where you will set the
security permissions for those users/groups to allow or deny access to any object in the
system.
*Note: Security will be set up according to your company’s needs prior to launching your
Sprocket System as per discussions held. Any additional changes to Master Security
should be handled with great discretion.
Scheduling Console
PM Projects – This screen shows a list of all PM (Preventive Maintenance) projects, and access for
creating new PM Projects.
Schedule Report - Scheduled Reports allows you to schedule a report to be emailed on a regular
basis/schedule.
Scheduled Events – This screen shows all scheduled events from scheduled reports and inspection
batches that have been configured in the system.
Asset Management Console
• Equipment System Manager – Allows you to create/edit your equipment classification
hierarchy.
• Equipment – Shows a list of all equipment records in the system
• Equipment Types – Shows all equipment type records in the system that you can tie to
equipment records
• Warranty Types – Shows all warranty type records i.e. manufacturer, extended.
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Attribute Templates – Allow you to group multiple attribute types and attributes into a single template to be used
across many objects.
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Attribute Types - An attribute type is defined as a group of attributes relevant to an object.
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Attributes – Attributes are specific classifications within the attribute type
SECTION TWO
Common Components
In this section we will discuss the common components that make up the majority
of Sprockets overall design, navigation, use, and interface. We will go over the
following in this section:
Grids and Columns
Search Fields
Forms and Tabs
Dispatch Actions
Sprocket Screens - Grids
Grids display a list of records in a column and row views. Each Grid is defined by a Saved Search. This provides different
views column, rows and search options based on the saved search selected. Saved searches also provide a way to filter
records displayed. IE: My Equipment, My Work Orders. Closed Work Orders
Columns – Each Saved search
can have its own columns
displayed included custom
columns. Once a default list of
columns are added to a saved
search you can show or hide the
columns by using Group
Security.
Sprocket Screens – Search Fields
Search fields – Each Saved
search can have its own list of
available searchable fields.
Once a default list of searchable
fields is added to the saved
search you can show or hide the
searchable fields using Group
Security.
Sprocket Screens - Forms
Sprocket Forms are used to view the details of records. There are two types of forms within Sprocket, Static Forms
and Customizable Forms. Static Forms are hard coded and cannot be modified; like the Time and materials forms.
Custom Forms provide the ability to customized the fields displayed including custom fields.
Tabs – Some forms have tabs. Each Tab provides
organization to the data displayed that related to the form
Sprocket Screens – Dispatch Actions
On pages with grids, there is a Dispatch Actions menu at the top right corner of the page. Dispatch Actions are
used to quickly process work orders to complete work cycles. You will see these actions on Saved Searches, Work
Order Details, and Dispatching Results. To view the Dispatch Actions menu, hover your cursor over the Dispatch
Actions button. Once selected, open the Dispatch Action menu and select the appropriate Dispatch Action to apply
to the work order(s). So, if you wanted to assign an employee to a work order, you would select the desired work
order and select the Assign Employee Dispatch Action and fill in the appropriate fields.
Work Management Features
SECTION THREE
Work Management Features
Overview
In this section we will discuss commonly used features in the Work Management
Console that design your everyday work flow.
Request Types
Requests (Request Codes)
Differences Between Request “Type” and Request “Code”
Work Order Requirements and Details
Work Order Routing
Work Order Status Progression
Types of Work Orders – Request Types
Sprocket provides different types of work orders. Each type of work order can have a
unique status progression like Assigned, In Progress, or Waiting for parts. Custom Request
Types should be used when the work order status transition varies from the default
Request Types within Sprocket.
Work Orders Request Types
Services
Requests
Preventive
Work Orders
Maintenance
Type of Work Orders – Requests (Request Codes)
Requests are predefined work activities. They provide a way to keep track of common or repetitive types
of work performed by your facility like when a light bulb goes out, or fixing clogged toilet. Requests are
also used document procedures for Preventive Maintenance tasks like a monthly PM procedures for an
air handler unit.
Each Request is assigned to a respective Request Type. An example would be having a Request for a “AHU Monthly
PM Procedures” would be assigned to the Request type of Preventive Maintenance. By doing this the system will
only show Requests based on the Request Type defined. Requests can also define how a work order is dispatched.
This is covered more under Work Order Routing Options.
Difference Between Request “Type” and
Request “Code”
Request Codes - There is sometimes confusion about the differences between a Request Type and a Request
Code, Request Types allow you to categorize the different types of work you do. Examples of Request Types are:
Corrective Maintenance, Projects, Preventive Maintenance, and Events. A Request Code is a specific subcategory of
a Request Type that allows you to further define who the work will be assigned to. Example: You may have a
Request Type of "Corrective Maintenance" and then a Request Code of "Plumbing Repair." See the figure below
for visual clarification.
Work Order Requirements and Details
Sprocket provides the ability to customize the fields displayed on a work order
form. This can be unique based on the following screens.
New Work
Order
Work Order
Details
Mobile New
work Order
Mobile Work
Order Details.
Each Work Order can also have unique fields based on the Request Type
or Request. This may be valuable when different information is needed
based on the type of work order. Each field that is displayed has the
following properties
Required – Each field on the new work
order screen and be set as required.
When a field is required then it will be
displayed with a red boarder around it and
will not allow a user’s to submit a work
order without providing a valid entry.
Read Only - Read only fields will be
viewable to the users but the field value
cannot be changed. This is useful when
using the auto populate feature.
Custom Auto Population – Auto populate
a field value based on another related
field value. Example: Auto populates the
Location based on the selection of an
equipment record.
Work Order Routing
Automatic Routing - Sprocket provides many ways to define how work orders
are routed. The routing of work orders is primarily defined based on the
“Request” being used on the work order.
Request - when a request is used on a work order the default
information on the request is populated to the work order respective
fields. The Sprocket system also checks the request dispatch options to
define how the work order should be dispatched.
• Disabled - Pulls Employee From Request Code or leaves the
Employee field blank
• Follow Last Assignment - Uses the employee that was assigned
to the most recent Work Order with the same Request Code
• Avoid Last Assignment - Uses the same criteria as the Standard
heuristic, but deducts 256 points for the Employee that was
most recently assigned to a Work Order with the same Request
Code
• Standard - Matching criteria are given a point value. The
employee with the highest points will be automatically
assigned to the Work Order
• Action Log - Action Log dispatching simply pulls the Employee
from Action Log. If the Employee is not specified, the heuristic
will fall back to the Standard heuristic
Action Log Rules – Action Log Rules
provide the ability to automatically
assign an Action Log and Employee
based on what information is on the
work order.
Action Logs are another way of viewing
work orders. They allow your Sprocket
system to filter and automatically
dispatch incoming work orders based on
specified criteria. An Example of Action
Log use: If you always assign work orders
with location “X” to employee “Y” then
you may create an action log for
employee “Y” that lists all work orders
for location “X
Example: You may create an Action Log
Rule that would dispatch work orders
that have a specific location, Request
Type, Customer to route to a specific
employee and action log. You can also
use action logs rules to route work based
on work shifts.
Work Order Routing – Status Progression
Custom statuses can be defined for each Request Type. When defining custom statuses you must
also assign an associated State. States are predefined stages of a work order life cycle and carry
specific functionality for each state. Below are a list of Work order States within Sprocket
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Scheduled - Considered the “Open” State in Sprocket. The work order is currently scheduled for work to start or is currently in
progress
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Waiting for Supervisor Assignment – if the Request on the work order is flagged to require supervisor assignment then the
work order will route to the default status assigned to this State. Only the assigned supervisor or a specified Assistant
Supervisor can assign the employee.
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Waiting for Supervisor Approval - if the Request on the work order is flagged to require supervisor approval, then the work
order will route to the default status assigned to this State. Only the assigned Supervisor or a specified Assistant Supervisor
can approve the Work Order.
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Waiting For Approval- Forces the work request to require only someone who is in the “Work Order Approval” group to
approve or deny the work request.
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Closed – Closed State is used to Identify when a work order is completed and no additional work is needed. You can have
multiple statuses in the Closed State. Each status could be used as work complete codes.
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Cancelled – Cancelled state is used to flag a work order that was not completed. Typically used for testing, duplicates or for
any work order that was not needed and should be discarded from your work order count.
Preventive Maintenance & Asset Management
SECTION FOUR
Preventive Maintenance & Asset
Management Overview
In this section we will discuss a few commonly used Preventive Maintenance &
Asset Management features in Sprocket.
3 Types of Assets – People, Locations, Equipment
Defining a PM Program
Collecting Data for your PM Request Codes
Preventive Maintenance & Asset Management
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Defining PM Program- To best develop the most efficient PM Program
o Group assets by Equipment System (classification), schedule and procedure
o Balance PM Projects by
 Classification
 Physical Location
 Schedule
 Emulate Sequencing- Allows you to have multiple schedules tied to different procedures
on 1 PM Project, that will only generate the least frequent Schedule when the multiple
schedules land on the same recurrence.
 Skill Sets of the responsible group or people
3 Types of Assets
People
• People Records
• Utilizing PM Projects for
scheduled tasks that
include, but not limited
to
• Safety Trainings
• Training in general
• Employee reviews
Locations
• Locations
• Location based PM
Projects
• Using attributes
• Extended Properties
and Templates
Equipment
• Classifying Equipment
• Systems
• Types
• Attributes
Preventive Maintenance & Asset Management
PM Request Codes – These will be the Request Codes used to define your procedures and any other
details you may need for that particular Preventive Maintenance task. Some important details that may
need to be collected are:
• Estimate Time and Materials
• Assignment, if applicable
• Supervisor
• Employee
• Shop
• Craft
• Action Log
• Procedures
• Incorporating Inspections
• Kits/Reserved Materials
• Attached Files
Inventory Features
SECTION FIVE
Inventory Overview
In this section we will discuss the commonly used features and tools used to
manage inventory in the Inventory console.
Storeroom Restrictions
Purchasing Life Cycle
Inventory Checkout Search
Inventory Features
Storeroom Restrictions- You have the ability to restrict specified users/groups from Inventory Items that reside in a
specific Storeroom Location using permissions. This will allow you to manage what user/group can issue and/or
return items from a given storeroom.
Purchasing Lifecycle:
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Auto Reorder- Auto Reorder screen lists off all items that have fallen below their specified Reorder Point. From
this screen you would be able to select the items you wish to Reorder and run the Auto Reorder Dispatch
Action. This action will automatically group all items that will be ordered from the same Vendor and create a
Purchase Request for each. OR
• Manually create PR (Purchase Request)- The ability manually create a Purchase Request as needed.
• Approval- Ability to specify a Dollar Threshold for Approval. Based on that specified Threshold, only the PR
Approval group can approve the Purchase Request
• Ordering- Ability to have custom print docs designed for your File Copy and Vendor Copy. You have the ability
to select which copy you want to Print when Ordering that can be sent via email or fax to the Vendor.
• Partially or fully Receiving items- Ability to receive partial shipments and log the shipment information with
every receiving transaction
• Issuing items upon receipt to work orders and/or Storerooms- Ability to specify a Work Order upon receiving
the shipments to immediately issue the item to the work order. Also, you have the ability to specify which
storeroom you would like to replenish.
Inventory Checkout Search- Designed to easily Issue or Return items to a specified Work Order or Object in the
system.
Inspection Features
SECTION SIX
Inspection Overview
In this section we will discuss briefly on the general uses and capabilities of the Inspections Console
Common Types of Inspections
Overview of Capabilities
Inspection Features
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Inspections Console- The Inspections Console was designed to be able to capture an type of data using customize
input questions, which can cause an “Action” to create/modify/delete any object in the system. You are able to
tie these Inspections to Work Orders on the New Work Order screen, to Request Codes to show up automatically
with the creation of the work order using that Request Code, and on PM Projects where you can tie an Inspection
to any combination of Asset: Schedule: Request.
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Common Types of Inspections
 QA inspections- Can trigger new work orders if quality does not meet expectations.
 Meter Readings- Can trigger work orders or PMs based on the last meter reading
 Customer Surveys- Can trigger notifications and useful for Reporting purposes
 Dispatch Actions- Used to manage work flow and records in the System
 Importing Data- Allows to import large amount of data into the system that will email you when finished
Reporting
Reporting- Sprocket has a built-in reporting wizard that will allow to create some simple reports with little to no
database background, and some more advance reports using custom formulas and functions for the users that have
more experience with databases. Sprocket also allows integrations with other 3rd party reporting systems, such as
“Crystal Reports” through our Enterprise Reports Module. For the users that would like to see a more graphical
representation of reports, Sprocket provides the ability to customize your own Dashboards.
What kind of data does your facility need to see, in order to help run operations more efficiently, and improve
customer satisfaction? The answer(s) to this question will dictate how you configure your site, collect your data and
run your day to day tasks in Sprocket.
Some Common Reports:
Work Order Ageing Report- This indicator will show open work orders and the time they have been open by
15/30/45/60 Days.
Work Orders Created this Month vs. Closed- This Indicator will show the total number of work orders opened by
month and closed by month. This will be used to evaluate if more work orders are being open vs closed. This will
indicate a growing backlog and may be used to determine if additional resources are needed or productivity
improvements should be addressed.
Delinquent PM Report- This report will show the PMs open past their projected completion date in days past due.
This report is to determine if PM are being completed on time
Sprocket Overview
You have now learned the overall view and feel of Sprocket. In Session 2 you will learn
how to collect your Data for Import into Sprocket. If you have further questions, please
contact your Sprocket Consultant.