Maintenance - Goal 1.To help service your administrative needs common to district (Payroll, HR, Finance) 2.To exploit current applications (Work Order,

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Presentation transcript:

Maintenance - Goal 1.To help service your administrative needs common to district (Payroll, HR, Finance) 2.To exploit current applications (Work Order, Stock, Field Trips) 3.To grow additional feature to service specific maintenance items (Preventative Maintenance, Custodian Checklist, Bus Garage…) 4.To create better communication between board office and Maintenance to enhance activities 5.Single integrated system (finance postings, employees, user setup) … all critical to consider 6.Should drastically reduce the manual spreadsheets, word documents etc. you are using to keep track

Maintenance 1.P/O review – talk about scanning. Review new features in viewing A/P Invoices 2.Talk about Workshops, Certificates, Categories, Endorsements and how that can help with tracking, producing online certificates 3.Discussion timesheets, timecards, recording overtime. Bus Drivers – time, field trips. 4.Discussion – Sub records, Leave request & approvals, absence reporting opportunities

P/O Review Does it still make sense to provide a P/O for every purchase - right then while the guy is there? Makes for automatic/easy invoice payment! We could be scanning/attaching copy from guy and be done with it? … Barb, FMCM are you scanning/attaching things? We could be attaching the work order details right onto the P/O?

A/P Invoices Posted Invoice Lookup ACP.460 Lookup Vendor Activity ACP.465

Vendor Review Vendor Activity - PUR.571 Vendor Usage - PUR.578 (by Type) Vendor Totals - CDS Vendor Sts Prov # P/Os Total P/O Value Total Invoices Avg P/O Value A C F AUDIO CINE FILMS INC ACTV PQ 26 23, , A D T SECURITY SERVICES CANADA ACTV AB 8 3, , A F ESHMADE & ASSOCIATES LTD ACTV MB A N A C ACTV ON 9 1, A S N A INC ACTV TX 7 1,005, , ,611.83

Employees EIS Certificates, Endorsements

Employees EIS Categories, other Adhoc Reporting

Employees NEW ITEM: Vacation Planner - PAY.594 Looks in Sub Records and history to display which staff are already booked off on days.

Workshops Keyword Search Ability to see in Calendar or List View View filters to view just those available to you or to see all workshops

Workshops Only makes sense if you are offering your own workshops. Can have maintenance register online and/or you can mass assign appropriate staff to a workshop.

Timesheets Bus Drivers: No Time Sheets required at RETSD Auto time card build based on their standard hours Auto load field trip time from field trip module Use PAY.400 weekly sheet to record any other hours and Sign off on that document. Use PAY.346 for overtime, extras, etc?? What is the potential to reduce you needing to review and approve all of those time sheets? CIMS auto fills in employee names, hours, any absences - one list rather than 20+ sheets. Use this to indicate any extra hours, absences. AND/OR Direct access to SUB.001 or to PAY.346 Addenda to record this information at source!

Sub Records SUB Records - How is this working for maintenance. Could we do things differently to assist with filling absence requests? Absence and Time Worked Reporting on your own Staff PAI.502, PAI.504 DATE PERD END JOB DESCRIPTION SUB FOR DY LOCATION UNITS RATE AMOUNT AFINOGENOV, CHERYL M. 007 SPECTRUM MIDDLE SCHOOL 1/20/05 2/26/09 CUST TELE TH C H WACHOVIA SEC /24/05 2/26/09 CUST SCAN MO C H WACHOVIA SEC /25/05 2/26/09 CUST MCCU TU C H WACHOVIA SEC /14/09 10/14/09 CUST WE C H SPECTRUM MID /28/06 2/28/06 CASCUS AFINOGENOV, EVANS TU H H SPECTRUM MID /28/06 2/28/06 CASCUS AFINOGENOV, EVANS TU H H SPECTRUM MID /02/06 3/15/06 CASCUS ALLEN, ROBERT TH H H SPECTRUM MID /03/06 3/15/06 CASCUS FR H H WACHOVIA SEC TOTAL TIME WORKED FOR AFINOGENOV, CHERYL M