FASTER Win Basics Tour de FASTER Al Steven

Tour 101  Balance/Process  Riding a bike/Navigating the software  Building a Team/System Settings  Team members:  Equipment and assets  Work Orders  TWS and IDL  Parts  Operational Costs  Report Runner

 Process, Process, Process  Consistency  Data  Reporting  Training Balance/Process

 Various ways to access the software  Start menu  (Start -> All Programs -> FASTER for Windows Fleet Management)  Toolbar  Shortcuts Navigation

 Using the software  Gateway  Buttons  Mouse or keyboard Navigation

 Basic applet layout  Title  Buttons Navigation

 Basic applet layout  Header/master Navigation

 Basic applet layout  Tabs Navigation

 Search Navigation

 Query Navigation

 Notes Navigation

 System settings  Majority of set-up options  Important to review periodically Setting Up Your Team

 Defines how your software works  Admin-level permissions  Important to review periodically System Settings – System Information

 Users are added  Rights within the software are granted  Uses Windows Logon  Security at the table level  Properties tab  Tables tab  Examples in manual for task specific permissions System Settings – Users

 Populate the drop down fields  Set codes and descriptions  Always use the manual when adding or updating System Settings – Table Lookup Codes

 Position 1: Reason  Position 2-4: Group  Position 5-7: Component  Position 8-10: Repair type (action)  Position 11: Billable vs. Non-billable  Position 12: Scheduled vs. Nonscheduled System Settings – Repair Codes

 Purchase Orders  Account Codes  Vendors  Flat Rate  PM Scheduler & PM Posting Applet  EQ Warranty & Warranty Tracking Applet System Settings – Other Tabs

 Equipment Inventory  Equipment Template  Equipment Ownership Team Member – Equipment and Assets

 Required information  White background, blue letters  13 fields  Strongly recommended information  EAC  Color  TSet  Meter Reading  Last PM  Parent EQ Company Equipment Inventory – Header

 Additional vehicle specific information  Important fields  Fuel Types and Fuel Capacity  Engine, Transmission, and Tire sizes  Keys  Benefits  Comment lines 1-3 Equipment Inventory – Master

 Required field  Important tab Equipment Inventory – Billing

 Last required field  Acquire information  Dispose information  Title number Equipment Inventory – Acquire/Dispose

 15 point rating system  Maintenance costs life-to-date  Life-to-date mileage or hours  Expended life in months Equipment Inventory – Vehicle Replacement

 Set up for tracking meter(s)  Primary meter  Life expectancy  Roll over or replaced meters Equipment Inventory – Meters

 Setup by time and/or distance  Pre-warranty expiration  Use in conjunction with warranty tracking applet Equipment Inventory – Warranty

 Setup by time and/or distance  Intervals must be divisible into each other Equipment Inventory – PMs

 Additional tracking  Purchase price  Heavy equipment / Buses Equipment Inventory – User Reference

 Account  Parts  History Equipment Inventory – Other Tabs

 Before transferring  Post all fuel  Close all work orders  System switch  Use EO For Changing DPN = Y  Access  Equipment Inventory  Equipment Ownership Team Member – Equipment Ownership

 Does not require the Gateway  Setting up templates  Required fields  White background, blue letters  Reusing templates  Search  Adding vehicles Team Member – Equipment Template

 Foundation  Information gathering  Information gathered from work orders  Repair time  Repair frequency  Maintenance history  Technician efficiency  Unit availability Team Member – Work Orders

 Required fields to open a work order  Tab, tab, tab  Status  Department  Location  Billing code  Default reason code  Disable downtime tracking Work Order – Header

 Reason  Supplement with notes  Assigning repairs  Editing repairs Work Order – Repairs

 Repair labor tracking  Real time vs. batch  Editing labor Work Order – Labor

 Parts used during repair  RTY  Returning parts  Display options Work Order – Parts

 Vendor repair costs  Tracking  Editing Work Order – Sublet

 View total cost  Add miscellaneous costs  Cost type  Auto shop charge Work Order – Cost

 Automatic part warranty credit  Manually add credits  Credit type Work Order – Credit

 Additional data tracking  PM information Work Order – User Ref

 Only place to issue from a part list  Print/reprint both lists Work Order – Parts and Tasks

 Issue Search Work Order – Other Tabs

 Birth certificate  Required information  White background, blue letters  6 fields  Display fields  Reference fields  Strongly recommended information  Vendor  Location(s)  Unit of issue  Other methods to add a part record Team Member – Parts or Inventory

 Reference Keys  Stock quantities  EOQ  ABC  Core Parts Inventory – Master

 Multiple cross-reference part numbers  FASTER part number  Cross-reference part number  Existing part numbers as cross-reference part numbers  Not allowed  How to handle Parts Inventory – XRef Parts

 Automatic alerts  3 sections  Warranties on Part  Equipment with Warranted Part  Part Usage Codes  Adding a warranty Parts Inventory – Warranty

 User Ref  Order Search  Bar Code  Order/Receipt  Transfer  History Parts Inventory – Other Tabs

 Tracking  Ordering  Receiving  Real time issuing  Transferring  Controlling Inventory Team Member – Parts Processing

 Order/receipt  Real time tracking  Track outstanding orders  Track back orders  Track ETA / Lead time  Vendor performance  One step  After the fact  Limited tracking  Creating an order  Receiving an order  Back ordered parts  Closing an order Parts Processing – Order/Receipt vs. One Step

 Per vendor recommended orders  It’s “auto-magic”  For auto order to work  Vendor  Reorder point  High level  Generating an auto order  Adding direct demand parts Parts Processing – Auto Order

 Inventory tab vs. Cyclical tab  Best practice – count while closed  Generating inventory lists  Updating in-stock quantities Parts Processing – Inventory / Cyclical Inventory

 Issues  Transfers  Credits  Searches and Query Parts Processing – Other tabs

 Mass Update  Title Sets  ABC/EOQ  Key Change Team Member – Utilities

 Found in Utilities applet  Part list  Time saver  Consistency  Issuing parts from a list  Task list  Duplicating lists Utilities – Parts and Tasks Lists

 Part issue with no labor  Light bulb  Office supplies  Uniforms  Windshield wiper  Creating independent issue  Vehicle  Department  Issuing parts  Costs and credits  Returns Team Member – Independent Issue

 Real time labor tracking Team Member – TWS and IDL

 Shop vs. All tab  All real time labor transactions  Logging on / Switching repairs  Log out Technician Work Station – Log On/Off

 View shop activity  Displays both direct and indirect labor  View all Shops Technician Work Station – Work In Progress

 Read-only version of the Work Order applet  Exception to the rule  Update work order status  Update shop  Update meter readings  Permissions on MID code Technician Work Station – Work Orders

 Part Search  Assigned Repairs Search  TWS Review  Options  Message Log Technician Work Station – Other Tabs

 Location  Start -> All Programs -> FASTER for Windows Fleet Management -> Maintenance Utilities  Edit  Add  Multiple entries Indirect Labor Editor

 Capable of tracking all aspects of fluid inventory  Monitor consumption  Track usage  Track tanks  True cost of operating in-house fueling services Team Member – Fuel

 Manage fuel transactions  Update meter readings  Manual fuel transaction  Custom utility to import fuel transactions  Search  Updating posted transactions  Updating meter readings Operational Costs

 Tracks information on each tank  Receipts  Fuel issues  Stick readings  Maintenance  Allowing tanks to go negative Tank Inventory

 Tabs for equipment, parts, and history  Information separated by tab  Undo Update Mass Update Utility

 Setup in System Settings  Create shop schedule  PM Posting  Setup similar to PM Due Report  View result before posting  Post to Shop Floor Manager as Deferred Repair  When work order is created, PM is “auto-magically” added as a repair  Can send PM Due lists to customer PM Posting

 Track claims  Report on dollars recovered Warranty Tracking

 Batch Entry  FASTER Help Other Applets

 Equipment  Parts  Work Orders  Fuel  Motor pool  System  Billing  Custom Team Member – Reports

 Analysis: Understanding the reports  Monitor  Goals  Regroup  Process Reports continued

Question & Answer