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Sunday Business Systems Asset Tracking Database Control Calibrated Equipment Manage Preventive Maintenance Maintenance Tracking.

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Presentation on theme: "Sunday Business Systems Asset Tracking Database Control Calibrated Equipment Manage Preventive Maintenance Maintenance Tracking."— Presentation transcript:

1 Sunday Business Systems Asset Tracking Database Control Calibrated Equipment Manage Preventive Maintenance Maintenance Tracking

2 Sunday Business Systems Asset Tracking Database Control of Calibrated Equipment Preventive Maintenance Unscheduled Maintenance Fix-It-Tickets Miscellaneous Asset Control

3 Sunday Business Systems Benefits Control your calibrated equipment Display your recall list Track calibration history Prevent damage to equipment from forgotten maintenance Efficient and cost effective software solution Simple, low cost solution Saves time and improves efficiency Shows the status of your equipment with a click of a button A vital tool to ensure ISO9001:2008 compliance Paperless system Scan and link digital photographs, calibration certificates, or other electronic documents

4 Sunday Business Systems Features Tracks Equipment (or Assets) through their life cycle From purchase to sale or scrap Defines which assets require calibration Defines which assets require preventive maintenance Controls Calibrated Equipment Recall reports Calibration Schedule Delinquent calibration report Tracks Preventive Maintenance Maintenance schedule Delinquent Maintenance reports Tracks Unscheduled Maintenance Full set of reports To track your assets To manage assets through proper calibration and maintenance

5 Sunday Business Systems Database Setup

6 Sunday Business Systems Easy Installation Download the demo database Save or copy the Asset Tracking.mde or Asset Tracking.accde to a designated folder on your Network File Server Once purchased, register the demo database (enter the Product Code) Ensure all Workstations have Microsoft Access or the free Runtime version of Microsoft Access Read and write privileges to the designated folder on the Network File Server Note: The above graphic is for stand alone Access databases - SQL configurations are different

7 Sunday Business Systems Setup Set-up is organized in Tabs

8 Sunday Business Systems Enter Equipment Manufacturers and Models Enter the asset Manufacturer information Enter a model number and select a manufacturer This will associate or link the model to the manufacturer

9 Sunday Business Systems Enter Departments, Categories, & Vendors Enter the Department which owns the asset Enter the Category to organize assets into functional groups Enter Vendors, including calibration service providers

10 Sunday Business Systems Enter Part Numbers and Employee Names Enter Parts that may be used in the repair or preventive maintenance Enter Employees, or equipment owners

11 Sunday Business Systems Deleting Sample Data Delete sample Asset data Open the Assets form Click Edit Assets button Right click on the form tab and select Datasheet View Select Data Press Delete on the keyboard to delete all records

12 Sunday Business Systems Create a New Asset Create new assets Set-up the asset for calibration Set-up the asset for preventive maintenance

13 Sunday Business Systems Assets Assets can be any material owned by the company Computers Furniture Vehicles Measurement and test equipment Factory equipment Each asset has A unique serial number for tracking Two additional tracking numbers are available A manufacturer and model An owner, department, and location for organizing and tracking A category such as measurement and test equipment Each asset may then be classified as Calibration required For Reference Only Preventive maintenance required

14 Sunday Business Systems Create a New Asset Enter Specific Asset information Fields in YELLOW are required Control pane: controls data entry, filters and links to other forms

15 Sunday Business Systems Create a New Asset Specific Asset information General asset information Calibration and Maintenance information is organized into 4 tabs Serial # is the key tracking parameter

16 Sunday Business Systems Create a New Asset – Calibration Details Indicates that Calibration is required Shows the past Calibration Events Click to record a Calibration Event

17 Sunday Business Systems Create a New Asset – Preventive Maintenance Indicates that a PM is required PM counter may be miles, KW-hrs, Machine hours, units produced, etc. PMs may be time based… Or based on a count View the Maintenance History

18 Sunday Business Systems Create a New Asset – Additional Details

19 Sunday Business Systems Calibration Record calibration events Review calibration reports

20 Sunday Business Systems Asset Calibration Calibration events are recorded When was it calibrated? Who performed calibration? Did it pass? If not what was done How much did it cost? Next due date Electronic Certificate is linked to the event

21 Sunday Business Systems

22 Sunday Business Systems Record a Calibration Event Select an asset for calibration Use the filters to find the asset by serial number Enter Calibration history Ctrl-K to create hyperlink to scanned image Date Cal. Next Due drives the recall reports

23 Sunday Business Systems Review Reports A rich set of flexible, configurable reports Review Reports to manage calibration schedule Review all delinquent assets See all assets due within the next 30 days

24 Sunday Business Systems Preventive Maintenance Add a PM Create a PM Checklist Add a PM transaction Review PMs Near Due Report

25 Sunday Business Systems Create a PM Enter PM Description Prints a simple PM Checklist Enter PM Frequency: Time based or Count Based PM will be due every 1000 running hours PM will be automatically re- scheduled once it is marked complete

26 Sunday Business Systems Update Asset Counters Asset counters may be Running hours – the number or running or processing hours an asset or equipment has accrued from an arbitrary starting point. Unit Count – the number of pieces an asset has produced or completed Enter the current Count (running hours or unit count)

27 Sunday Business Systems PMs have a status that describes their state First, PMs are scheduled for a future date (Date Next PM) or Count (Next PM Counter) Status = Scheduled Then they are marked as Complete Status = Completed Waived Or Not Done If the PM Type is configured appropriately, the PM will be automatically re- scheduled for a future Date or Count (Next PM Counter) Record a PM Transaction

28 Sunday Business Systems Review PM Reports Review Reports to manage PM schedule Review all delinquent PMs See all PMs due within the next 30 days Review the PM Schedule

29 Sunday Business Systems Unscheduled Maintenance Create a Fix-It-Ticket Record unscheduled maintenance Review reports

30 Sunday Business Systems Create a Fix-It-Ticket Record a detailed description of the problem to be addressed Add a Fix-It-Ticket and change the Asset status to Out of Service a notice to supervisors, etc.

31 Sunday Business Systems Resolve the Fix-It-Ticket

32 Sunday Business Systems About SBS Sunday Business Systems is engaged in software sales and consulting services. Applies Lean Manufacturing principles to Quality Management Systems Sells software solutions to small businesses which help them implement ISO9001:2008 compliant systems for Document Control Corrective and Preventive Actions Employee Training Control of calibrated equipment Customer Satisfaction Surveys Communication / Continual improvement Statistical Process Control Shop Floor Control Will customize the software for a particular Customer Offers full Training services customized to individual needs

33 Sunday Business Systems About SBS – Services Data Import Services Import employees, departments, Mfg, Models, and Serial numbers Database Customization Modify the standard product to match your process / terminology Custom Database Solutions Solutions for shop floor control/order processing and bar code solutions. Database programming MS Access SQL Contact SBS for additional details

34 Sunday Business Systems Fueling Small Business Efficiency Visit for:www.SundayBizSys.com Additional information Free product demos Pricing Links to purchase software © 2012 Sunday Business Systems. All rights reserved. This presentation is for informational purposes only. Sunday Business Systems MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries.


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