Home

PMDirect User Manual

1. em logo image is used if you do not define one Notes Next Step Click here to talk Home Calendar New Schedule Account Settings er NON x Conditions of Use Privacy Policy Security Statement Powered by e Onthis page enter the Manufacturer Name in the field provided this is the only required information e If you like browse and enter the Logo Image Library Icon and or any notes you would like to include e Click Next Step e Enter the Manufacturer s Department Name 40 e Include the Department s address phone number fax and any notes you wish to include if available e Click Save e Then click Next Step e Enter the Web Site information of the Manufacturer including the Department Web Site Description and Web Site URL e Click Next Step e Define Contacts Enter your contact information for this Manufacturer including First and Last Name Department Phone Fax Email etc e Toadd more contacts click the Add button and repeat the last step e To finish up click the Finish button e You will be taken back to the My Manufacturers page which will show that your newest manufacturer has been added I SAYS To update manufacturer information click on that manufacturer s name in the My Manufacturers list Proceed through the steps above making the desired changes to your manufacturer s information and click Submit when finished v n SAYS To delete a manufa
2. Mew Calendar rganizaliun Event Type Lvent Calendar Membershig in CommunityDirect required for participation CamrurnityD rect information is shared withan the entire memnbearshie Gul PM Direct datas is kept privale io each account Legend Click E to sort table by that column Filtering View burkgets starting y Budget Code 01234557B85ABCDEFGHIJKLMNOPQRETUTMYMWX Y AN Calendar Event Types Add New Event Type L 7 of total 7 listed d Previous 29 Next du P Fern Description rp Dale Created y Christmas ireak 30 2005 Fall Brenk 8 17 2005 Matt s Birthday ua 2005 Phil Day 21 2005 Sunny Break 8 18 2005 Teacher Work Day November 11 1 2005 Test Event araw 2005 Add New Event Typs Click here to talk Home Colendar New Schedule Account Sellings ia nn Curufdions of Use Privacy Paley Security Slatererg End 67 e Return to the Organization Event Calendar page by clicking on the Organization Event Calendar shortcut at the top of the page Your event s title has been entered but the event itself still isn t on the calendar so to put it on the calendar continue with the following e Select the Location for the event from the drop down box provided just under the shortcuts section see red arrow below If this event will be for ALL locations click the check box next to Create for ALL Locations See green arrow below Home y Calendar y New Schedule v Account Settings Search for co
3. Advanced Search Help Calendar Shortcuts PM Schedules Day View Organization Event Calendar 1 Get Weather iom l e Add New Event mM i Location Begin Date End Date Event Title Select Location b Create for ALL Locations 2006 4 gt Sloan County Schools organizan B SIshow Only Shared EW 1 6 of total 6 listed All locations Begin End E Date vent Title January February March Date Date Created SMTWTFSSMTWTFSSMTWTEF S 10 10 2005 10 14 2005 Fall Break 8 18 2005 HEBEEE 1234 9 05 27 3 Ed 8 9 10111213145 6 7 8 9 10115 6 7 8 9 101 15 16 17 18 19 20 21 12 13 14 15 16 17 18 121314151617 us 11 15 2005 11 15 2005 Matt s Birthday em r BEI 22 23 24 25 26 27 28 19 20 21 22 23 24 25 19 20 21 22 23 24 25 29 3031 26 27 28 26 27829 3031 11 28 2005 11 28 2005 Teacher Work EEE Bl ES ay November 12 19 2005 1 6 2006 Christmas Break 9 6 2005 _ April May June 2 33 56 Res SMTWTFSISMTWTFSISMTWTTFS R Z4 uu 5e 12 3 3 28 2006 3 28 2006 Test Event 2 9 8 2008 2345678 78 9 101112134 5 6 7 8 9 10 SA 9 101112131415 141516171819 20 11121314151617 4 17 2006 4 21 2006 Spring Break 9 6 2005 E HEKCRAEN 22 21 22 23 24 25 26 27 18 19 20 21 22 23 24 2 35 47 DJ E551 23 24 25 26 27 28 29 28 29 30 31 25 26 27 28 29 30 PM 30 July August September SMW T ESIS MEWN T ES GWN J GES 2 J 23 45 i 2 2 34567 816 7 89 1011123 4 5 6 7 8 9 9 1011 12 13 14 15 13 14 15 16 17
4. Ei Condens of Use Privacy Paley Security Biatererg Emil VCOOXXTM SERVICES Me ACTOUWMT 735315 HFI E 50 Step 11 Define your Job Tools Then click Next Step aanre v Calendar T New Schedube F Actiuni Selling Search for foo Aa Fe trch bel Back to PM Schedule List PM SCHEDULE You are at Step 11 Define the job tools below Step fnr ae srebup Opiera ses Lawn Equipement Job Tools Step 3 mower b Southern Toal I Steg 4 NorthEast Sloan Fhgh I Step 5 staan Gymnasium Step 8 Select Equipement Select PM Template Define Job Start up _Prewous Step 5tep 3 Define Safety Peants Step 18 Define Tasks amp Procedures EZE iiine Treier Define Parts Define Journal Matra Define Codas amp Sagesse Define Frequency Defne Template Setup Schedule Click here to talk Home Calendar New Schedule Account Settings un Conditions of Use Privacy Policy Security Statement 5l Step 12 Define any Purchases parts needed to complete this PM job using the fields provided Click Next Step when you re finished F oinecr Mamme F Colendar F New Schedube F Account Sellings search io MEN CS Ana Daith bel Back t PM Schedule List PM SCHEDULE You are at Step 12 Define the purchases needed ro complete this PM job Det Optional steps Lawn Equipment Step 2 Mawer applies only t5 inventory transaction type ki Southern Tnal Transaction Type
5. Select Type ei EI Steg 5 WorthEastern Sloan Inventory Type select inv Type High Ttem Number I ah I1 Step 5 sinan Gymnasium Tem Meseriplion Kl Step s e oe SE Supplier _ select Supplier Quantity Define Job Start ue Be Est Unit Cost 7 DE Est Total Cost Step 10 Define Tasks A Procedures Job Parts Define Tanls Tms Type Supplier OR New Supplier Eu EE Inventory Type 1 Irun Define Journal Notes Defne Codes amp Aaxsgriment Define Frequency Define Template Setup Schedule Now OR NEW Item Number Item Description Pool Location Of On Hand Quantity Est Unit Cost Est Total Cost Previous Step Create Template Show PM W s i Click here to talk to an Online Operator HOW Powered hy ibus Conditions of Use Privacy Policy Security Statement lE J Home Calendar New Schedule Account Settings 52 Step 13 Include any notes you wish to add by clicking the New Note link shown in red on this page Click Next Step T2 oinecr Mamme F Colendar F New Schedube F Account Sellings arch far foo Ani L ith Hali Back to PM Schedule List PM SCHEDULE You are at Step 13 Define journal notes by clicking New Note below Steps for schedule setup Coren bi Step 2 Lawn Equipment Hawer PRENA ru Southern Taal Dali Tounnal Mole dl High EI Stew 5 aisan Gymnasium Step amp Eelect Eguiperenit Select
6. e Click Next Step e If you wish to enter your supplier s web site information do so here You may also choose to skip this step if you wish e Click Next Step e Define Contacts Enter the first and last name of your contact at this supplier and provide any other contact information you wish to include department phone fax cell email notes etc To add more than one contact click Add after filling in the first contact s name and information e Click Next Step e Create New Note Enter any further notes you wish to include on this supplier You may skip this step if you wish 2 e Click Next Step e Payment Billing Information Enter your supplier s billing information here Payment Terms add Payment Terms by clicking the Add Edit Terms link provided Delivery Terms Federal ID Credit Limit Minimum Order Amount Surcharge and whether or not they are active e Click Submit e You will be taken back to the My Suppliers page which will show your newest supplier has been added MEN SAYS To update supplier information click on that supplier s name in the My Suppliers list Proceed through the steps above making the desired changes to your supplier s information and click Submit when finished MEM SAYS To delete a supplier once it s been added and before any costs are tied to it simply click on that supplier s name in the My Supplier list In the first Update Supplier step click the Delete button at
7. 7 Step 4 MorthEastern Sloan Hab m Step 5 Eliam Gemmnarusn Step amp Select Eyuipeneni Select PM Template Step 3 Define Safety Posnts Step 18 Defina Tasks amp Procedures Define Tonls Define Parts Define Journal Motra Define Codes amp Dalina Frequency Delne Template Setup Schedule Now Click here to talk Home Calendar New Schedule Account Settings lsh Conditions of Use Privacy Policy Security Statement 48 Step 9 Define Safety Points Click Next Step Von T Calendar F New Schedule F Account Settings search for MENNNNNNNNNEEEEN ETER nE TE Mel Back to PM Schedule List PM SCHEDULE You are at Step 9 Define your safety points below Copia soe Sep 1 Lamm Eguipmant safety Points Hawer Fi nuthern Tnal KR Step 4 NurthEastern Sloan Hab ca Sloan Gymnasium Step 8 Select Equiprmenit Select PM Template Define Job Start ue L Previous Sep EIE rine Safer Pente Step 10 Defina Tasks amp Procedures Define Journal Mates Define Codes A Asssgrument Celine Frequency Show FM WOS Cilek here to talk to an Online Operator HOW Powered by wir N Home Calendar New Schedule Account Settings 49 Step 10 Define tasks and procedures To add more tasks click the More New Tasks button You can also decide in this step whether or not you want to have the task list printed on PM work order
8. aun n wn La en pe Repeat this process until all of the desired equipment has been entered SCHOOLDUDE SAYS Keep in mind that any equipment added in PMDirect will need to be activated turned on in MaintenanceDirect 39 16 Manutacturers In this section you can enter the information of any equipment manufacturers that your educational facility uses This like the Suppliers section is optional but comes in handy when running reports To get started adding Manufacturers do the following e Click on the Manufacturers link on the Account Settings page e Onthe My Manufacturers page click on the Add New Manufacturer link e You will be taken to the New Manufacturer page which will look like this Home K Calendar y New Schedule v Account Settings Search for MEE 7 Advanced Search Help Manufacturer Shortcuts Talk About It Z My Graph amp Print Manufacturers My Schedules My Schedules Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Suppliers Ce New Legend V Indicates required information New Manufacturer 1 Manufacturer Information 7 Manufacturer Name e This is your current logo change it below Logo Image Boss If you don t have a logo to use please a select from our logo library Library Icon
9. 10 Defina Tackx A Pracedures Define Tonls Define Parts Define Journal Notes i Define Codes amp Asssgnriment DN Delina Frequency EZEJ Celine template Setup Schedule Now Template Tithe EM Schedule created on 12 20 2006 Click here to talk Home Calendar New Schedule Account Settings nn Powered by Conditions of Use Prvscy Policy Security Statement 56 Step 17 This step shows you a summary of the PM schedule you just created but there are a couple of actions left to take Calendar New Schedules Account Selling Search for al Ana naeh n Hack t PM Schedule List PM SCHEDULE You are at Step 17 Summary Straps for schedule setup Optional steps il Lewn Eguipment Below Is your new schedule summary Step 2 Sse nem Schedule Tiie 000000 Kl Step 3 Southern Toole Pm Schedule crested on zz le NurthEastern Sloan Motes The title is used in reports and the calendar It should be both brief and informative High aan Lawn Cquiprmerl Sina 8 Tyre Boner Wi EIER Sloan Gy mnas am Va naf chier Southern Tani Sien amp select Location NorthEastern Sloan High EZ noe Building Sloan Gymnasium Select PM Equipment 0 plece s of equipment defined 1 D Task Brocedugs D taski defined EA Jab Purchases 0 parts nerd far Thi jid i Journal Notes D Journal Motes defined D ia Job Start up fecurrence Pattern Weekly Step Define afery Date Schedule Start 12 21 2006 See 2 Gate S
10. 45 Step 4 Select the Location or choose Not Applicable Keep in mind that if you select All Locations only one work order will be created with no location specified If you would like one work order for each location you will need to create a separate schedule for each i Becr Back to PH Schechde List calendar Account Settings Search lor Advan cd Eeszeh Hal PM SCHE E You are al Step 4 Select localion by clicking an icon below Oplonal steps Prewwus Step Next Sten Lawn Equipment Ti step 2 Mawrer Wit applicable ical Southern Toal en EIER seen NorthEastern Shaan High Select Building Sloan High School Gep sakie aipame LAE Bien 7 Setect pu Prewiows Siap J Next Stew Template Define Job Start Up Step 3 Define Safety Pom ts Step 10 Dehns Tasks A Define Tools Define Parts Define Journal Notes Define Codes amp Asssgriment Define Frequency Define Template Setup Schedule We i Click here te talk Home Calendar New Schedule Account Settings u Powered by Ei Condens of Use Privacy Paley Security Biatererg En 46 Step 5 Select the Building or choose Not Applicable Calendar New Schedule Account Selling search for MENHNNEEEEENEENI Advanced erh Hali Back to PM Schedule List PM SCHEDULE You are at Step mi Select building by clicking an icon below Step fnr schedule setup optional steps Eu Lawn Eauipment Hower
11. Classification _ include ALL Classifications e LI Print Tha en Include ALL Types craft Select ALL Crafts W Assigned To vci Al See I PM Scheduling Calendar for December 2006 View Legend Friday KEE Ju Created nn 30 Create nn 12 20 2006 lt Previous Month Next Month gt Legend Pr W s have been generated f r these days f archived PM events due ta schedule changes Tap You can click on the day number to see more schedule details Also you can click on the schedule ttle to view the schedule details Schedule recurrence rg noted as follows DeDaily WawWeekly M Monthly and T Yearty Click here to talk Home Calendar New Schedule Account Settings Pad sape perator NOV Powered by Et Condeions of Use Privacy Policy Security Statement At the top of your screen just above the words Select Month Year are the Calendar Shortcuts PM Schedules Day View Organization Event Calendar and Get Weather In this section we ll cover each of these shortcuts in turn starting with the Month View which is the view that automatically shows as seen above when you click on the Calendar tab 63 L The Month View page shows you what s going on on a large easy to read calendar one month at a time It s the view that shows automatically when you open up the Calendar page in other words the page you re looking at now The current month will display with arrows in the bottom left a
12. Graph calculabans represent r amp for schedule ereated updated through yesterday Far up to date calculations ust Print Your Schedule option How s your track record Actual Estimated and Deferred Labor Hours Next Schedules to enerate No PM Schedules at this Click here te talk Hon Cabendar New Schedule Account Seltimps rn Operator HOW Condens of Use Privacy Paley Security Stabervant E Powered by 9 CC Across the top of the page there are four tabs reading Home Calendar New Schedule and Account Settings Each of these tabs will be discussed in detail further on but for now let s take a look at the Home page It contains the following elle 2 ESTs 0 This section provides commonly used links including Create PM Schedule Print PM Work Orders and User Forum a place to submit questions and or problems you encounter while using PMDirect You can also read questions others have posted 2 ES SS if you are logged in you should see your name here If you do not see your name click the word here to log in correctly oP M Work Provides links to create a new schedule print PM work orders either batch or individual printing and the SchoolDude com PMDirect User Forum This section also supplies the date that PM work orders were generated and the next date that PM work orders are planned to generate Next Schedules to 4 alla di This section of the Hom
13. Gua applicable v Step 4 WorthEastern Sloan Hgh Sloan Gymnasium Previous Step Next Step EES nn eme erster 7 Step 3 Southern Taal ee Buildings Select PM Template Define Jub Start Up Define Safety Poants Step 10 Define Tasks amp Procedures Define Tons Define Parts Step 13 Delna Journal Nokes Define Codes amp Aare Define Frequency Define Template Now Click here to talk to an Online Operator HOW Condeions of Use Privacy Policy Security Statement Home Calendar New Schedule Account Settings Powered by Step 6 Select Equipment Any equipment that matches what you have selected in the first five steps will be available here to choose from If you need to create one work order for all work or separate work orders for each piece of equipment keep this in mind Step 7 Select the PM Template from the library on this page or create your own schedule from scratch by clicking Next Step 47 Step 8 Define your Job Start up Procedures in the box provided In other words who needs to be notified Click Next Step m T oinecr Hannes b d Calendar F New Schedube F Account Settings search for NNNNNENNEENEENI Asa fetch bel Back to PM Schedule List PM SCHEDULE You are at Step A Define your job start up procedures below Steps for schedule setup optional sep le Step Lawn Eauipmant Job Start Up Procedures Mowrr igi Southern rei
14. High 5ehnal Weekly Heat Generating 0 00 PM Schedule created an Definition fire Alarms x 12 20 2006 NarthEastern Sloan High 0 00 PM Schedule created on Erefinitinn Electrical D E 12 20 2006 0 00 PM Schedule created on Definition Lawn Equipment D el V2 2 2006 0 00 PM Schedule created an Gelman Landecaping D 12 20 2006 gt ei 0 00 PM Schedule created on Running Lawn Equipement 12 20 2006 L2f22 2006 NarthEasterm Sloan Weekly High 20 00 Meee PM Schedule created an Bunmnp Lawn Equiprmeril 2 12 20 2006 1 izu07 Manthiy Leaf Blower 0 00 First Prev 230 Next 20 Last M Calculaliong gi es thie page represent costs eaunis through yesterday Se Print Thia im Print io Excel rupebosdate caladabone wee Bont My Scheelulee piiri Click bere to talk to an Online Operator MOWN Powered by E Condens of Use Privacy Paley Security Staberment Home Calendar New Schedule Account Settings 59 IV Searching for Schedules The Information You Want When You Want It Once you ve gotten into the system and learned how to find your way around and create PM Schedules the next thing you ll want to know is how to find the information you need concerning the schedules you ve created To get started let s take a look at the two different types of searches that you can perform within PMDirect l Search 2 Advanced Search L Search This is the simplest of the searches you can perform You can search for
15. PM Template Daf na Jub Start up Define Safety Points Sten 10 Define Tasks amp Procedures Define Tonis Define Parts EEE ciiin Journa Notes Define Codes amp Define Frequency Beine Tamplate Setup Schedule Now Click here to talk to an Online Home Calendar New Schedule Account Settings ator NOW Oper F l Powered hy Se Kondtions of Use Privacy Policy Security Statement 53 Step 14 Define the assignment codes and estimate job hours using the drop down boxes provided Click Next Step Von v Calendar F New Schedube F Account Sellings Search for ASci Steps for schedule setup Optional steps Ji Step 1 Lawn Eauipment Hawer b i Sauthern Teal 9 Step 4 MorthEastern Sloan Hugh I Stee 5 Sina Gymnasium Step amp Eelect Eyuiprmerii Select PM Template Define Jub Start up Define Safety Peants Step 10 Define Tasks amp Procedures Define Tonis Step 12 Define Parts Define Journal Buntes EZEN cine codec a Define Frequency Define Template Setup Schedule Now Create Template Powered hy F oinecr Back t PM Schedule List o ETES Hal You are at Step 14 Define the assignment codes and estimate job hours below Assigned To Estimated Hours Use Routing Assignment in MD 0_ Hours to complete job Craft Select Craft Bandget Select Budget Acenint CA O use Budget Code assigned to
16. Pecuunt Setup Steps D Account Inte C Logo Selup Generale PH s On El Rele Selup Manage Codes 5 User Login ing Ji PM Users g Copy Schema Ib About Combo Legend F Indicales required information Account Information You may select the purpose and budget code from the bet or ve empty Your Time Aon EST GMT 05 00 U5 amp Canada Curent Server Dale Time 11 10 2006 16 12 18 Comptroller Par Calle Preweriive Maintenance SE Budget Code lee Select Budget Account NW Current Period Fiscal rear Begin End jar yzoos Fs 8 31 2006 s Requested By Defauk requested by for New PM Wis Select Argursted By v Yes automatically generate Inventory Issue transactions when creating PM work orders PM Work Orders taking longer than fo days to complete are considered deferred work Note A zero entry means this caleulatian will not be applied when calculating deferred work This is reflected in the How s your track record graph option shown on PMDirect s home page This option setting does nat affect the status of PM W s Click here to talk Home Calendar New Schedule Account Settings Operator HOW Powered by Cunddtiens of Use Privacy Polley Security Slabervent BEE e Notice that your Time Zone and Current Server Date Time are already set e Select your Purpose Code Unless you change purpose code names in MaintenanceDirect it s a good idea to set this to Preventive Maintenance You
17. Record to take the budget off of your list Co SCHOOLDUDE SAYS Budgets with costs attached can NOT be deleted unless costs are reassigned Also changes in amount update each night at midnight I7 6 1 Locations Locations are typically campuses in a school district and will carry over from those entered in MaintenanceDirect If you manage a single campus you may want to use locations for different places on that campus Examples Dude High School West Campus You can reach the Locations page by clicking on the Locations link on the Account Settings page It should look something like this Home v Calendar v New Schedule 7 Account Settings Search for EEE 7 Advanced Search Help Location Shortcuts Talk About It Suppliers t New amp My Locations Ef Graph My Schedules Print My Schedules ey eer Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Legend Click to sort table by that column E Use Location in PMDirect Q Hide Location in PMDirect Estimated Fiscal Yr PM Costs for total of 0 Schedules assigned All Locations 0 00 Filtering View locations starting by 0123456789 ABCDEFGHIJKLMNOPQRSTUVNWJXYz AM My Locations Add New Location 1 6 of total 6 listed Previous 10 Next 10 Location rz Students r7 Sq Ft r1 Date Built ry Fisca
18. SAYS To delete a Location click on the Locations link from the Account Settings page Click on the name of the location on the My Locations page scroll to the bottom of the Add Update Location page and click Delete Confirm by clicking OK in the box that will pop up and you will immediately be taken back to the My Locations page which will show that the location has been deleted You will not be able to delete a location once costs have been assigned to it 20 f Buildings This section is optional but if you have multiple free standing structures on a campus these could be listed as buildings for a particular location Examples Dude Hall Smith Performing Arts Center etc As with Locations Buildings will carry over from those entered in MaintenanceDirect so that all you have to do here in PMDirect is to activate those that you will be working with You can also add Buildings in PMDirect that will carry back over to MaintenanceDirect but try to avoid using smaller structures like field houses pump houses or modular units as Buildings The My Buildings page can be reached by clicking on the Buildings link on the Account Settings page It should look something like this Home v Calendar v New Schedule v Account Settings Search for i gt Advanced Search Help Building Shortcuts Talk Suppliers My Buildings E Graph E Print About It My Schedules My Schedules Membership in CommunityDirect required for par
19. are costs associated with it 36 14 P roj ects P roj ect Codes Project Codes are another option intended to help simplify the reports process by further specifying the nature of the work to be done In MaintenanceDirect they provide a way to group several work orders together into a common project You can reach the My Projects page by clicking the Projects link in the Information Analysis section of your Home page or on the Account Settings page Below is an example of the My Projects page which will show any projects carried over from MaintenanceDirect Been Account Settings zi A sim Seach Hl Project Shortcuts Ed i Talk About Tt i Suppliers Mew il My F Graph Print Projects My Schedules My Schedules P Mernbersiup m CormmuwnlbyDired required f r pastiapatien CommursbyDerect nbommatiean i shared elen the entire membershig Gul PM Direct data i amp kept privale io each account Legend Click El to sort table by that column in Use Project Cade m Pier Hide Project Code m PMDirect Filtering O1rFSa4S56 769 BBCHEFGHTIK LAN OPQORSETUYV Ww KE TAN My Projects Add New Project 1 1 of total 1 listed Previcus JO Nest 30 Project Code pr Project Beecripiion rz 2 PM Schedules m Estimated Cost F a Playground Refurbishement B 0 00 Add New Project Calculators shown an ia page represent casts thraugh yesterday es Print This Far op top date ealeratuns use Print My Schreurs n
20. covered in the next two sections but for now let s get started entering our Groups To reach the My Groups page click on the Groups link on the Account Settings page Groups carry over from MaintenanceDirect if they are entered there In the example below no Groups are shown as having been entered Home v Calendar v New Schedule T Account Settings Search for MEN 7 Advanced Search Help Group Shortcuts Quick Links Classifications Types Talk About It t Suppliers 17 New Group My Groups Ef Graph My Schedule E Print My Schedule Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Legend Click si to sort table by that column Filtering view Group starting by ZZ 3 557 BI ABEDEFCHLIK LM NG PO RS TT UV WX Y ZAR My Groups Add New Group 1 0 of total O listed Group P PM Schedules D Estimated Cost D No Groups in record Add New Group i Calculations mon on this page represent costs counts through yesterday _ Print This r up to date calculations use Print My Schedule options Click here to talk Home Calendar New Schedule Account Settings to an Online Operator NOW x Conditions of Use Privacy Policy Security Statement e Toget started click on one of the Add New Group links located in the Shortcuts on the far right hand side of the p
21. locaton Project Select Project Category Select Caleg ry il Click here to talk to an Online Operator HOW Home Calendar New Schedule Account Settings Condkians of Use Privacy Policy Security Statement 54 Step 15 Define the frequency of the schedule selecting a start and end date and the recurrence pattern Also select any event exceptions in your facility s calendar for this PM schedule Click Next Step i Ethecr Bleck to PM Eohedile List Account Settings PH SCHEDULE You are al Step 15 Delfine the Iregquency schedule below Steps for schedule setup ETE dores Optimal ee 7 Step 1 Lawn Equipment i Mower La Sera s tham Too Humber of days allowed to complete PM WO ie NorthFastern Sloan Mich z Recurrence Pattern or Recurring Calendar Event Elan Gymnasium O Recurring Calendar Event Or Reading Frequency Select Equipment CO Reading Frequency Step 7 Select PH Range of Recurrence Template j Step 8 pafine Inb Start ups Sat Jaeve00g 3 9 No end date Endafter occurrences step 3 Gene Safety gt Dont Oendby JD Define Tasks pb amp chool Event Exceptions Procedures Please check the events below for which you want tn EXCLUDE PM Wark Order generation This means generating a PM work order will ba Wp ae if an evert is scheduled at the assigned location For example you could setup a Te astodigl Cleaning Ft
22. or click New User button ta New amp User List Registered Users Dude Alfred w Click here to an Oi Home Calendar New Schedule Account Settings lender Conditions of Use Privacy Policy Security Statement Eve e Once you re on this page you ll see the Registered Users drop down box Clicking on this box will drop down a list of all the users previously entered into MaintenanceDirect All you have to do to carry them over to PMDirect is the following e Select their name in the drop down list e Click the Add This User button e You ll be taken to the PMD Participant Information page which looks like this Bon calendar New Schedule Search for om Go Account Settings d sited Ematuh H lp participam nts Shortcuts isn A x Bark tao A New X User List nntact Infa 00 PH Direct 7 amp uhsrcriptian Aen T unctions Role Notifications Legend K Indicales required information 2 Account Administrator PMD Participant Information Nob Reports ta fields helps supervisors and a ministrators process and m manage work assignments Personnel Type hot at Resigned Pager Emall notify electronically by Pager Mace Paper narificarianz for work requester is nex suppomed inet must Fees alacrranic au can vase here inl characters will Cellular Phone Cellular Email noti
23. service professional and we will strive to resolve your question right away Each SchoolDude com product includes the following built into the annual fee Unlimited Support by phone email or through live chat Online Seminar Learn moreina FREE Done 8B Internet
24. the bottom of the page beneath the Notes field A gray confirmation box will appear to make sure that you want to delete the supplier Click OK You will then be taken back to the My Suppliers page which will show that the supplier has been deleted I SAYS Keep in mind that you will NOT be able to delete a supplier once you have costs associated with it 28 10 Copy Schema In the three sections following this one we will cover Groups Classifications and Types but before we get started with those let s take a look at the Copy Schema page shown below as this section can be used to clarify what Groups Classifications and Types you choose SCHOOLDUDE SAYS Unless you really need to make your own Groups Classifications and Types from scratch SchoolDude recommends using one of the pre set code Schemas These can be reached by clicking the Copy Schema shortcut at the top of the Account Settings page It looks like this Copy Schema These pre set code schemas save a lot of time by pre populating Groups Classifications and Types and can be modified as needed You can also look at these code schemas to get an idea of how Groups Classifications and Types are typically used Home 7 Calendar 7 New Schedule y Account Settings Search for EEE 7 Advanced Search Help Account Settings Shortcuts y Account Setup Steps C Account Info CJ Logo Setup Generate PM s On is Role Setup A User Login
25. total 251 listed Previous 20 Next 20 gt Craft r1 PM Schedules Estimated Cost Q Advertisements 0 0 00 Q Air Conditioning 0 0 00 Q Alarm 0 0 00 Q Appliance Repair 0 0 00 Q Architect 0 0 00 Q Asbestos 0 0 00 Asphalt 0 0 00 Q Athletic Fields 0 0 00 Q Audio Visual 0 0 00 Q Autoclave 0 0 00 Q Backflow 0 0 00 Q Band Instrument Repair 0 0 00 Q Bleachers 0 0 00 Q Boiler 0 0 00 Q Building Engineer 0 0 00 Q Burglar Alarm 0 0 00 Q Bus Seat Repair 0 0 00 Q Cabinet Shop 0 0 00 Q Cabling 0 0 00 Q Cafeteria 0 0 00 Next 20 gt ied shown on this page represent costs through yesterday _ Print This up to date calculations use Print My Schedule options Click here to talk Home Calendar New Schedule Account Settings to an Online Operator NOW Powered by S Conditions of Use Privacy Policy Security Statement 24 e Begin activating Crafts by scrolling through the list of Crafts given and clicking on the grey thumbs down to change it to a yellow thumbs up e which indicates that the Craft is then active I SAYS To speed up this process click on the My Crafts shortcut at the top of the page i My Crafts This will take you to a long list of all the Crafts that you can simply scroll down and activate rather than switching from page to page with every twenty Crafts You may want to turn on any crafts being used in MaintenanceDirect that you need to perform PM work on Try starting ou
26. 10 9 101112 13 14 15 14 15 16 17 18 19 20 11 12 13 14 15 16 17 ilcppptptiUFARE 22 21 22 23 24 25 26 27 18 19 20 21 22 23 24 23 24 25 26 27 28 29 28 29 30 31 25 26 27 28 29 30 30 July August September SM PW TI FSIS MEW TE Sis Mia ww Tt FS 1 2 3 4 5 T 2 24 5 577 HI ZB 9 UID IPIS dq 65589 9 1011 12 13 14 15 13 14 15 16 17 18 19 10 11 12 13 14 15 16 16 17 18 19 20 21 22 20 21 22 23 24 25 26 17 18 19 20 21 22 23 23 24 25 26 27 28 29 27 28 29 30 31 24 25 26 27 28 29 30 30 31 ES M ER v 4 November December x ES Es Be oe 3 4 1 2 H 9 1011 12 1314 5 5 7 B 9 9113 4 5 6 7 8 9 15 16 17 18 19 20 21 12 13 14 15 16 17 18 10 11 12 13 14 15 16 22 23 24 25 26 27 28 19 20 21 22 23 24 25 17 18 19 20 21 22 23 29 30 31 26 27 28 29 30 24 25 26 27 28 29 30 31 To delete an Event entered onto the list and the calendar on the Organization Events Calendar page simply find that item on the list and click the K on the right hand side next to the event you wish to delete see next page To edit an Event s information once it s been entered into the Organization Event Calendar enter the Event again into the calendar using the corrected information and then delete the previously entered incorrect Event from the list To show only Shared events that is events shared by all Locations click on the Show Only Shared Events link shown in red next to the clasped hands icon FD on the Organization Events Calendar page This link is loc
27. 18 19 10 11 12 13 14 15 16 16 17 18 19 20 21 22 20 21 22 23 24 25 26 17 18 19 20 21 22 23 22 24 25 2 amp 6 27 28 70 77 28 2Q 3n 31 24 25 26 27 28 2a an e Next enter the Begin and End Dates of the event in the boxes provided e Choose the Event Title that you entered earlier from the Select Event Type drop down box provided e Click Submit When the page refreshes you will see that the new event has been added both to the list on the right hand side of the screen as well as blocked out in black on the calendar on the left hand side of the screen SS SCHOOLDUDE SAYS Keep in mind that when you define an event you re only defining it for one year 68 Few More Things About the Calendar When you enter an event into the Organization Event Calendar that event s date or dates will show as highlighted in black on the yearly event calendar on the left hand side of the page Below is an example which shows that Spring Break is on April 17 21 Its dates have been highlighted in black on the calendar So MAMM 3 r All locations J SMIWTF BBEBHEH lt SIS 7 MII VYVUITILY ski MM February MTWT F 472 SiS M 3 4 eu B 9 9112131415 6 7 B 9 19115 6 7 8 9 1011 15 16 17 18 19 20 21 12 13 14 15 16 17 18 12 13 14 15 16 17 18 22 23 24 25 26 27 28 19 20 21 22 23 24 25 19 20 21 22 23 24 25 29 30 31 26 27 28 26 27 29 30 31 April May June SMTWTFSSMTWTFSSMTWTEFS 1 3 23455 123 23456781759 101112134 5 6 7 8 9
28. 2008 11 18 2008 Halte Birtielay wm BE 222324252527 28 19 20 21 22 23 24 25 19 20 21 22 23 24 25 Ser 275 3n 31 75 27 7B 26 27 E 28 30 a li 2 2005 11 28 2005 Teacher Wark ve BL Day November be lz 15 2005 lL 5 2006 Christmas Break GG 20O0Dn BES ril M June 2 33 56 zl EDD dew ab rebat KEN 23 1 i 4 X 5 F a s 3 2a 2n amp 3 28 2n amp Test Event sch Se fe L4 2345678 7 8 8 101112134 se 7 0 9 10 FM 101112131415 14 15 16 17 18 18 20 11 12 13 1415 18 17 4 17 2006 4 21 2006 Spring Break 9 6 2005 3 22 21 22 23 24 25 26 27 10 19 20 21 22 23 24 m35u RES 23 24 25 26 27 28 29 28 29 30 31 25 26 27 28 29 30 rn July August September SMTWTFS SMTWTFS SHMTWTPES 1 2345 12 4 3 4 6 F 8 6 7 B 9 1011123 4 6 7 amp 9 101112 1314 15 13 14 15 16 17 18 19 10 11 12 13 14 15 16 16 17 18 19 20 21 22 20 21 22 23 24 23 26 17 18 19 20 21 22 Z3 23 24 25 26 27 28 29 27 28 29 30 31 24252527 28 20 30 39 31 October November December SMTWTFSSHMTWTFES SHTWTPF S amp S 12345 12333 iz A 9 10111213145 amp 7 RE 101153 4 5 amp 7 8 8 15 16 17 10 19 20 21 12 13 14 15 16 17 18 10 11 12 13 14 15 16 g 3333 24 25 25 27 28 190 20 21 22 23 24 25 17 1R 19 20 21 22 23 29 30 31 26 27 20 z9 30 2a 25 252728 29 30 au Click here to talk Home Calendar New Schedule Account Settings Operator HOW Powered by Condktiene of Use Privacy Polley Security Slabervent En To enter an event into the Organization Event Calendar you ll n
29. ClientCare default asp v Go Links EN SITE MAP CONTACT US Save Money Maintain More Look Good H Home Products Clients Company News Events Partners Client Login Home Client Care Overview 4 Overview Training and Startup The Industry s Only Legendary Service Program Assistance 7 Data Import Conversion SchoolDude com s client services department is headed up by Joan Maddox Vice Services President of Client Services Joan s team of dedicated professionals have many years of combined experience working with educational facilities professionals across North America and are committed to your success s Technical Assistance SCHOOL Just consider us an extended part of your staff DUDE We understand that your facility management system is critical to your operation and IVERSITY that we must respond quickly and effectively to your service requests We also Register Now understand that your organization s information technology department has many challenges keeping up with the networks computers and needs of the classroom environment and often have challenges to make the facilities department a priority M O B i P E We offload this burden from your organization and ensure your success by providing Maintenance you with great support highly reliable applications and peace of mind Our commitment to you We will strive to answer your phone calls within the 3rd ring with a friendly and N helpful
30. GE 3 Select O Leaf Blower Cy Mower Bien Seen multe L e Esser Equipment Select PM Template Define Job sart up Define Safety Pomnts Step 10 Define Tasks amp Procedures Define Tonls Define Parts Define Journal Mates Define Codes amp Assxgnment Delma Frequency Define Template Setup Schedule Now L Show PM WO Click here to talk Home Calendar New Schedule Account Settings ibus Conditions of Use Privacy Policy Security Statement 44 Step 3 Select Manufacturer or choose Not Applicable aanre v Calendar T New Schedube F Account Settings Search far D Advanced featch Hal Back to PM Schedule List PM SCHEDULE You are at Step 3 Select manufacturer by clicking an icon below Steps for schedule setup Optional steps SS mico Qua applicable Step 2 Hawer EZE u manufacturer view Imanusscturer 2 view Step 4 Sciect Location Jsauthern Tend view Ferner Step 6 Select Equipement Select PM Template Define Jub Start Up Define Safety Poants Step 16 Define Tasks amp Procedures Define Tanls Define Parts Define Journal Nntes Define Codes amp Asxsgriment Define Frequency Defne Template Setup Schedule Show FM WO s H Click here to talk to an Online Operator HOW Conditions of Use Privacy Policy Security Statement 7 Home Calendar New Schedule Account Settings S
31. Graph My Schedules i Print Hy Schedules kom embergb e i Im CommunityDirect required for participation Sommurstybis rech information is ahared within the enira ak Gul PM Direct data i kapi prmwale to each cour Legend 7 Tndicates required information Add Update Location Location Code 7 Location Description Humber of Students F Note Enter the number of itudasts Herd by ua Io atzses Square Footage owes mi Total Lacatinn Cost TTD 0 00 Nate UM shown on this page represent costs thraugh westerdar up to date calculations use Print Your Costs optant Add Update Record Add Mew Location t2 Back b Location List Click haere bu talk Home Calendar New Schedule Account Setti to an Online SE Operator MAY Powered by Conditions of Use Privacy Policy Security Staberment 7 e Onthe Add Update Location page assign a code to your location and enter it in the Location Code field An example of a Location Code would be THS for Triton High School e In Location Description enter the name of the location e Enter any further information you have including number of students at each location square footage any notes you wish to make and budget code Then click Add Update Record 19 You will be taken to the following page Home kd Calendar y New Schedule T Account Settings Search for EEE Advanced Search Help Location Shortcuts Talk About It Su
32. Info LJ Logo Setup Generate PM s On El Role Setup Manage Codes User Login Log PM Users Copy Schema About Combo When should preventive maintenance work be generated Note PM work orders are generated each night The results can be emailed directly to you see below Begin auto generation date Eg Please specify the first date PM WO generation should start once you have this date specify you cannot change it in the future Generate PM Work Orders every 1 days and D days ahead of their due date C Yes create new PM WO even when there is a work order in process not completed closed Note Creating future PM WO s will require PM WO s to be generated with non complete closed PM WO s Check Yes create new PM WO even when outstanding work order has not been completed closed if you want to create multiple future PM WO s for the same schedule CO Yes send a notification when PM WO s are created to this email address schooldudeadmin schooldude co Home Services More Information Demo Powered by Conditions of Use Privacy Policy Security Statement e First of all you ll need to specify the date on which you d like for PM work order generation to start Keep in mind that once you set this date you can t change It e Next decide how often you want PM work orders to be generated by filling in the following blanks Every days and days ahead of their due date This lets you determine the frequency that PM work orders wi
33. Li DIRECT PMDirect User Manual Version 2 0 SchoolDude com Inc SchoolDude Support Phone 1 877 883 8337 Email support schooldude com PMDirect Table of Contents Welcome to PMD ITC CE sesscssccanissasexvssscvzssuscizentanictantesadeesiasasiesnantustssstsonibinssndetalouttesinsoiasissqesivniabuoteatacnasbued i DN ee ii AA AO GA ES l I Welcome to the Home Page Now What nunmehr l EE EE 4 ONE ENEE 5 Account Information ee 6 S PNO TETU ee ai ee ee 8 e Generate PM s ON EE 13 EE 15 EE 18 EE ee 21 EE 24 e Suppliers ieee csscscsssessessesssessesstsessscstssssstssssssssssesssssssesassessssussessessessesssaesetsesaes 26 COS ossibus iai mue een nee eee emer eee 29 EE E E 3l M E EE 33 E E 35 amp Projecto Eee 37 Aiii cire nis EE E E E E ee 38 e Manufacturers cceccccccscsesseesssssscsesssessesssesssssssssesssessesssscsssssessesssesssessessssseessecsssssessessseessees 40 e Projected Purchases Requirements 2 teoet rere tet iensenttd deni eoe 42 III Creating Editing PM Schedules ttes 43 DS ea MIN Ior Schedles oe eccentric eee 60 KEE EL E 64 KSE uu eee nee E ee ee ee ee ee ee 2 4 SchoolDude Vocabulary nennen 75 Sul ID Rene ea E 77 Welcome and Thank You for Choosing PMDirect PMDirect is SchoolDude s answer to managing your facility s recurring preventive maintenance tasks as efficiently as possible An easy to use web native tool PMDirect handles everything from tracking a
34. Log A PM Users amp Copy Schema ID Manage Codes ID About Combo Code Schema Definition Select Code Schema you wish to use UniFormat II View code list OCSI View code list O NJAC 6 24 View code list O ASFB View code list ODE DOE View code list OSISC View code list ONMGCT View code list Create my own Home Calendar New Schedule Account Settings _Powered by e j BUDE Conditions of Use Privacy Policy Security Statement 29 eh SAYS Once you copy a schema into your account it will be difficult to undo so please make sure that you want that particular schema If you choose to use a pre defined schema you can still add modify and delete to customize groups classifications and types You will not be limited to the schema that is copied e To view an example of each schema click on the View Code List link provided in parenthesis next to each Code Schema DON T click the empty buttons to the left of each Code Schema click those only when you wish to select that schema for use To copy a schema click the empty button to the left of it and then click Submit 30 ll Groups Groups classifications and types are used to categorize schedules and equipment Groups are the broadest category of equipment or building systems moving down to Classifications and then Types respectively An example of a Group would be Equipment Classifications and Types will be
35. Schedule that excludes generating FM work orders during summer bresk PM Schedules assigned all locations reviews school Define Tools events aceyried to all locaton Define Parts C christmas Break Defina Journal C Fall Break Makes Matt s Birthday e Step 14 Define Codes amp U Phil Day ee O Spring Break EEJ ceine revenc CO Teacher work Day November Define Template U Test Event Setup Schedule Mow Klick ber der talk to an Online Home Calendar New Schedule Account Settings Operator NOW qe Condens ol Use Privacy Pobcy Security Statement 55 Step 16 Create a PM template by deciding if you want to make this schedule available in your template book for recurring use Enter a template title and click Create Template Now Then click Next Step i Bikect New Schedube i Account Sellings search for MENHNEENNNENENI Aavncad fitch Mel Back to PM Schedule List PM You are at Step 16 Create Template Ie Lawn Equipment Select a Template Book If you want to make this schedule avallable In your template book E My Blandard C Creste New Template Book i Southern Toal i NorthEastern Sloan pe not make a template from this schedule High O ves template will be used as a master Master templates alaw the taske list tn be shared among multiple schedules m Step 5 Slean Gymnasien Sien amp Select Equipenent Select PM Template Defina bob stam un Define afety Poants Step
36. To view a specific schedule click on the schedule s name SCHOOLDUDE SAYS Narrow your Advanced Search criteria by choosing one of the two shortcuts near the top of the screen based on what information you re looking for PM Work Order Search or Equipment Search Home y Calendar Tv New Schedule Account Settings Search for GO Advanced Search Help Advanced Search Shortcuts 4 PM Work Order Search 3 Equipment Search PM Direct Advanced Search Tip To select multiple choices in each list box use the Ctrl key to select 62 V Using the Calendar See the Big Picture As with all other SchoolDude products PMDirect has a Calendar tab a place you can go to see what s going on where when and who s involved You can see in easy to read calendar format work orders and PM schedules entered on a month to month or year to year basis You can even check the weather In this section of your manual well show you how to use the calendar and all of its options in the way that works best for you e Toopen up your calendar from wherever you are click on the Calendar tab at the top of your screen The page that opens up will look something like this New Schedule b d Account Settings Search bor D n LET EE T EA I Help Calendar Shortcuts PH Schedules Day View Organizalion Event Calendar An Gel Weather Select Month Year 3 Location include ANY Locations V December MEN 2005 am
37. age just above the Group list or on the far left hand side of the page just under the Group list e This will take you to the Add Update Group page On this page simply enter the description or name of the Group in the field provided e f you would like to have a specific image or icon to represent this group browse out and find the image you want e Click Submit e Youll be taken back to the My Groups page where you ll see that your new Group has been listed See next page 3l R DIRECT Home P Calendar P New Schedule T Account Settings Search for EEE gt Advanced Search Help Group Shortcuts 7 uick Links Talk About It amp Suppliers lt New Group pere rna 4f My Groups i Graph My Schedule Print My Schedule Types Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Legend Click E to sort table by that column Filtering View Group starting by O22 32 56 7 SHA BE OEE GH EEK EM AN OOP OR ST UV WX TZ AR My Grou ps Add New Group 1 1 of total 1 listed Group O PM Schedules O Estimated Cost O Equipment 0 0 00 Add New Group e Calculations shown on this page represent costs counts through yesterday gt Print This For up to date calculations use Print My Schedule options Click here to talk Home Calendar New Schedule Accou
38. al rar er el Budget Monies en Budget Amaunl Remaining Fiscal Year Begin 8 1 2005 Fiscal Year End 8 31 2006 Click here to talk io am Online H Calend N Schedule A nt setti ONE ar ew H TOFU ngs o mor B r Corg tong of Use Privacy Paley Security Staberneni e On this page enter the name of your budget in the Budget Code box provided e Inthe Description field give the budget a self explanatory name or give a brief description of what the budget is for e Enter any Fiscal Year Budget Monies and any notes you wish to include e Click Submit SCHOOLDUDE SAYS Keep in mind that the Budget window will display the budget s code and description You will have room for about 30 characters 16 When the page refreshes you will be taken back to the My Budget page where you will see the new budget has been added at the bottom of the list Initially it will show with a yellow thumbs up CH next to it which indicates that the budget is currently active To deactivate the budget and to reactivate it at any time simply click on the thumb This will change it to a grey thumbs down KI which indicates that the budget is inactive d SCHOOLDUDE SAYS To delete or update a Budget at any time click on the Budget name on the My Budget page Once on the Add Update Budget page you can either edit the budget information clicking Submit when you re finished or you can scroll down to the bottom and click Delete
39. ated above the list of events see next page 69 View 1 Organization Event Calendar lt Get Weal Add New Event Begin Date End Date Event Title Select Event Type Create for ALL Locations county Schools Organization Event Calendar Lzlshow Only Shared Events 1 6 of total 6 listed 70 4 The Get Weather shortcut as with the weather icon on the main monthly calendar serves as a link to connect you with AccuWeather com where you can check current weather conditions in your area or the area where work orders are being done You can also check the forecast with a range up to fifteen days Fh Get Weather Get Weather e Simply click on the Get Weather shortcut near the top of the page and a separate browser page will pop up displaying AccuWeather com 5i AccuWeather A Local Weather Forecast Home Fors Zipcode or City State e Enter your Zip Code or City State into the box shown above and click Go 1 VIII Reports Listing Printing and Graphing Your PM Schedules SchoolDude provides you with the options of listing graphing and printing any and all of your schedules along with their information for your convenience and for your records And it s really easy Using the Information and Analysis section of your Home page follow the steps in this section and you ll have hard copies and visual aids for all of your preventive maintenance information at your fingertips T
40. ch easier for you e To get started click on the PM Users link at the bottom of the Account Settings page You ll be taken to the following page ome y Calendar S New Schedule T Account Settings prch for GO Advanced Search Help Account Settings Shortcuts Y Account Setup Steps CJ Account Info CJ Logo Setup i PM Users ID Manage Codes amp User Login Log ID About Combo Legend Click to sort table by that column This icon K appears when a user login is disabled Generate PM s On Fl Role Setup Copy Schema Filtering View Last Name beginning with ABCDETGHIZJIKLIMNOPORSTUMWIX Y xz ARM Role Personnel Type 3 List of PMDirect Users Add User 1 1 of total 1 listed M First Prev Next Last Email ry Phone r1 Pager 7 Role r7 Fax ry Cellular Phone ry Personnel Typer Date Added ry Administrator Schooldude schooldudeadmin schooldude com PMD Administrator Not Assigned 11 6 2006 3 29 50 PM Add User First Prev Next Last D Print This Click he e Next click the Add User link at either the top right or bottom left corner of the List of PMDirect Users section e Once you click this link you ll be taken to the following page Home 7 Calendar y New Schedule y Account Settings Search for NE 2 Advanced Search Help Participants Shortcuts Back to Administrative Functions SchoolDude Test District Here s a list of registered users Select one to add as PM Direct user
41. chedule Era n gan abate Points Step 10 Dehns Tacks A Setup bc e Now Pracredurres Define Tonla Step 12 Define Parts Define Journal Malbec Ca Define Codes amp Aurel DN Delne Frequency Define Template ES e schedule Now L Soe Pm wos Click here to talk x ua to an Online Home Calendar New Schedule Account Settings sen i Powered by Et ondion of Use Privacy Policy Security Statement e First off you ll notice that in the Schedule Title box near the top of the page you ll see the words PM Schedule created on with today s date This will default as the title of the schedule unless you change it To create your own customized title for the schedule simply clear the text out of this box and enter your own e Click Set Up Schedule Now 5f That s it You re finished You should see a screen that says as much You Are Done Your schedule was created and activated Click here to review the schedule or create a new schedule now See below Home Ki Calendar Y New Schedule Account Settings Search for EEE Advanced Search Help Back to PM SCHEDULE You are DONE a aad v1 Lawn Equipment Your schedule was created and activated Click here to review the schedule or create a new schedule now EN Leaf Blower EN Manufacturer 2 EN All locations EN All buildings Select Equipment Select PM Template Define Job Start Up Define Safety Points Define Tasks amp Proce
42. ck to the My Types page which will show that your new type has been added See example on the next page 35 i DIRecT Home v Calendar kd New Schedule F Account Settings Search for GO Advanced Search Help Type Shortcuts z i Quick Links ee Dees 7 New Type Classifications My Types H8 Graph My Schedules Print My Schedules Groups Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Legend Click E to sort table by that column Filtering View types starting by 01234567B9 ABCDECGHILIJKLMNOPORSTUMVNWXTYZ AB My Types Add New Type 1 1 of total 1 listed Previous 20 Next 20 Type Description r7 PM Schedules fy Estimated Costs py Leaf Blower 0 0 00 Add New Type i Calculations shown on this page represent costs counts through yesterday PrintThis For up to date calculations use Print My Schedules options Click here to talk Home Calendar New Schedule Account Settings DEL NON Powered by S Conditions of Use Privacy Policy Security Statement SCHOOLDUDE SAYS To edit or delete a type simply click on the name of the type on the My Types page On the Add Update Type page either make the desired change and click Submit or scroll down and click Delete Record SCHOOLDUDE SAYS You will NOT be able to delete a type once there
43. cturer once it s been added and before any costs are tied to it simply click on that manufacturer s name in the My Manufacturers list In the first New Manufacturer step click the Delete button at the bottom of the page beneath the Notes field A gray confirmation box will appear to make sure that you want to delete the manufacturer Click OK You will then be taken back to the My Manufacturers page which will show that the manufacturer has been deleted Uwe SAYS Keep in mind that you will NOT be able to delete a Manufacturer once you have costs associated with it 4 17 Projected Purchases Requirements The Projected Purchases Requirements page will list all parts and supplies from the Parts list in your schedules The list will be sorted by date for all the upcoming work orders scheduled for generation This list is intended to give you an idea of the items needed from inventory or items you may need to purchase before the upcoming work orders can be completed i DIRecT Home v Calendar y New Schedule v Account Settings Search for MENS gt Advanced Search Help Projected Purchases Requirements Talk About It Suppliers E Print My My Projected H8 Graph My Schedules Schedules Purchases Requirements Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each acc
44. d New Building link and repeating the steps above 2 Home 7 Calendar y New Schedule i Account Settings Search for i 7 Advanced Search Help Building Shortcuts Talk t New My Buildings fe Graph E Print About It My Schedules My Schedules Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Suppliers Legend Click si to sort table by that column Use Building in PMDirect Hide Building in PMDirect Filtering View buildings starting by 0123456789 ABCDEFGHIJKLMNOPQRSTUVWXYZ AI My Buildings Add New Building 1 3 of total 3 listed Calendar Location r1 Sq Ft r1 Cost YTD CA C Boyd Auditorium Sloan High 0 00 0 00 School Q R Sloan Gymnasium Sloan High 0 00 0 00 School gt Sloan Gymnasium NorthEastern 0 00 0 00 Sloan High Add New Building i Calculations shown on this page represent costs through yesterday _ PrintThis Print to Excel For up to date calculations use My Building Reports options Click here to talk Home Calendar New Schedule Account Settings to an Online E Operator NOW Powered by E Conditions of Use Privacy Policy Security Statement SCHOOLDUDE SAYS To edit update information for a particular building simply click on that building s name on the My Buildings page make the chang
45. dar New Schedule Account Settings Powered by e Enter the Organization Name the name of the supplier here e Ifyou have the Supplier s address enter it here e Include any notes you wish to include in the field provided e Click Next Step 20 The page you are taken to next will look like this Home v Calendar y New Schedule y Account Settings Search for M 7 Advanced Search Help Supplier Shortcuts New Supplier My Suppliers E Print My Suppliers Legend V Indicates required information Quick Navigation Supplier Information Departments WebSite URLs Contacts Notes Payment Billing Information You are here New Supplier Home Depot 2 Create New Department Note You can skip this step by clicking Next Step Department Name Address Phne Fax Notes Prev Step Next Step To remove a department click the red x button shown below in the Remove column The department will be removed immediately To edit a department click the department name Fax No departments in record Click here to talk Home Calendar New Schedule Account Settings Leni Powered by S L Conditions of Use Privacy Policy Security Statement Email e Ifyou would like to create a department name if specifying a particular department of your supplier is necessary enter the name address phone fax and or any notes here If you want you can choose to skip this step
46. dures Define Tools Define Parts Define Journal Notes V Step 14 Define Codes amp Assignment vI Define Frequency Define Template Setup Schedule Now Create Template Click here t Home Calendar New Schedule Account Settinas to an Onli 58 Editing a Schedule To take a look at a schedule and make any necessary changes just visit the My PM Schedules page by clicking on the My PM Schedules shortcut or on the PM Schedules link in the Information Analysis section of your Home page See below Hf one Home calendar New Schedule Account Settings Search for D el Search Hil DM Schedules Shortcuts 9 Maa Suppers 27 Datch Reaszign FE Graph My Schedules LU New PH SGrhedule B Frint Schedule Analysis im Community irect required for chang nl Eomma information is shared wirken the entire t PM Direct data is kept private ta each Membe Reien Legend Click mw ro sort table by that column Filtering RE E 1234557B A ABCDEFGHIIJIKLUMNOP RE5ITSI VM X Y 7 AM My PM Schedules PH Schedule 8 of total amp listed 44 rirst Prev 20 Next 20 b Last Tithe ai Elalus r1 Craft rj Classificalinn p Fal Labor Hri Date Generated al Last WUOID rj Mext PM WO On m Location r1 Recurrence Pattern r7 Total Cat Costs 7 PM Schedule crested on Definition Fire Alarms E 12 18 2006 0 00 PH Erherule created nn Crefinitinn AVA D E 12 L8 2006 Sloan
47. e of the month at the top of the small calendar see below 4 December 2006 M TW T F 26 27 28 29 30 1 3 4 5 67 8 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 12 3 4 b 6 iN p E SCHOOLDUDE SAYS To print a form for a schedule click on the Print This button for the corresponding schedule 65 3 The Organization Event Calendar page is where you can view and enter events such as school breaks for locations organizations within your school or district They will then be stored on a yearly calendar on the left hand side of the screen and then listed in more detail on the right hand side You can reach the Organization Event Calendar by clicking on the short cut at the top of the Calendar page The Organization Event Calendar page should look something like this Account Settings Calendar shortcuts 1 PH Srhedules i Day View Organization Fuent Calendar i En Add New Lvent L mation Begin Date Eng Dat Event Tale Select Lnention elect went Type EI Greate far ALL Locations 20064 gt Sloan County Schools Organization Event Calendar Edishow Only Shared Events 1 6 of total 6 beefed AH locations Date Era Title January February March Created SMTWTFSSMTITWTFSSMTWTEFS 1102005 10 14 2005 Fall Break amp 18 2005 i BHHDHB 1234 1234 sober BEA TI 10111213145 6 7 B 9 10115 6 7 0 9 1031 di 15 16 17 18 19 90 71 12 13141516 17 181213 14 15 16 17 1g 11 15
48. e page provides information about the next five days of schedules that will be generated There is a link to change the view to the next ten days of schedules if you wish 5 Dist ULI The graph in this section shows the next three months ot projected PM labor hours This information comes from the estimated hours field on the New Schedule form which well cover in detail later These hours are only a projected estimate not a view of the actual hours For actual hours please view reports in MaintenanceDirect Ss CHOOLDUDE SAYS Macromedia Flash Player a free download is required to view the pie graph on the Home page as well as other graphs throughout PMDirect d nformation Ana lysis This is your go to section for getting it done It provides important links for all the major components of PM schedule management Budget Codes Buildings Calendar Event Types Classifications Crafts Employees Equipment Groups Locations Manufacturers PM Schedules PM Templates PM Work Orders Projects Projected Purchases Suppliers and Types Blei E ES These are the PM schedules that have been started but not completed They are not active and will not generate work orders If you start a PM schedule and do not get a chance to finish it it will be listed here They can be either edited or deleted from the In Definition Stage list 8 Hel D Help links are available in both the top and bottom right hand c
49. e top of the page The Day View automatically defaults to today s date and shows you what s going on one day at a time You will see any schedules assigned to each particular day who the work order was assigned to if applicable the Schedule ID number the Description date created the Location Name the Classification the Type and the Frequency See area marked with the red arrow below New Schedule Account Settings Advanced Search Help Calendar Shortcuts PM Schedules Legend A Archived PM events due to schedule changes Organization Event Calendar Get Weather Day View PM Schedules for Friday 12 29 2006 December 2006 Bm Ww E k 8 Schedule ID 24523 26 27 28 29 30 1 2 anti 5 B 7 B UU Description pM Schedule created on 12 20 2006 2054132 38 42 38 ze Location NorthEastern Sloan High 17 18 19 20 21 22 23 e e e 24 25 26 27 28 29 30 Classification Lawn Equipment s RW 2234 5 6 Type Mower Assigned To Frequency Weekly Print This Home Calendar New Schedule Account Settings Powered by Conditions of Use Privacy Policy Security Statement LOGIN SERVICES MY ACCOUNT 32631335 HFIP SS SCHOOLDUDE SAYS You can navigate from one day to the next using the small calendar on the right hand side of the screen see green arrow above Simply click the number of the day you wish to view To move from one month to another use the left and right arrows next to the nam
50. e you to the PMDirect Advanced Search page which looks like this i Ethecr Calendar New Schedule Account Settings Search bor i ei D EA get Besch Hali Advanced Search Shortcuts PM Work Order Search 3 Equipmenl Search FM Direct Advanced Search Tip Ta select mulciple choices in sach linz herz une the Crri bay rn reiecr tnaling Generating System Dustribution System Energy Supply Heat Generating System Leal Biower Mower Split System AG Uri e System Testing and Balancing NarthLastern Sloan High Pinon High Sehgal Slaar Cymnasium Library Fund Any mares allott Equipment Polnts TER Pd Search NOW Click haere to talk a to an Online Home Calendar New Schedule Account Settings Operator HOW Powered hy 6l You should see here all of the information that you entered during the Account Setup process as far as the names of Groups Classifications Types Manufacturers Locations Buildings Users Crafts Budgets Projects Frequency and Equipment On this page you may choose any combination of search options from the listings provided as well as the fields shown on the bottom half of the page e Enter your search criteria and click the Search Now button A list of all work orders that meet those particular criteria will appear e To print out the results list click on the Print This or Print to Excel icon at the bottom of the results page e
51. eed to start by creating an Event Title for that event and proceeding from there e Toenter your Event Title click on the Event Title link shown in red above the Select Event Type drop down box See red arrow above e Clicking on the Event Title link will take you to a new page titled Add Update Event Code In the box provided next to the word Title enter the title of the event See next page 66 Hunn 7 Calendar 7 Kew Schsabubr 7 Account Settings Search for EBENEN Adastra Eearch Help Calendar Event 1 Talk Ahnut Tr 5 Suppliers lew Calendar By Calendar 2 rganizatinn Lwent Type Lwent Types Lvent Calendar P Mernbersiug m CormmunbyDired required f r pastiapatien CommursbyDerech omahen i shared elen the entire membershi Gul PM Direct data i amp kept privalg io sach account Legend 7 Indicates required information m E Add Update Event Te Submit Clich haere Im talk to an Online Home Calendar New schedule Account Settings d t Powered by Ei Coeufbuwne of Uee Privacy Policy Security Baber e Click Submit e You will then be taken to the Calendar Event Types page which will look something like this depending on the events you have or haven t entered yet E an Home Calendar New Schedule Account Settings Search lor lo La a Halt Calendar Event Type shortcuts Talk About It ie Suppliers
52. es that you wish to make on the Add Update Building page and click Save SCHOOLDUDE SAYS To Delete a building simply click on the name of that building on the My Buildings page Once on the Add Update Building page click the Delete button near the bottom The building will then be deleted SCHOOLDUDE SAYS You will not be able to delete a building once costs have been assigned to it 23 8 Crafts Crafts are generic skills needed to fix a problem MaintenanceDirect and PMDirect have over 200 crafts to choose from Crafts help you organize your work and assign it to the appropriate people Think of crafts as another way of saying trade code or problem type To set up Crafts simply follow these steps e From the Account Settings page click on the Crafts link The page you are taken to should look like this Home 7 Calendar ia New Schedule y Account Settings Search for Advanced Search Help Craft ern Talk About It amp Suppliers 3 My Crafts Y Craft List Graph My Schedule Print My Schedule Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Legend Click to sort table by that column Ei Use Craft in MaintenanceDirect Q Hide Craft in MaintenanceDirect Filtering ABE OEFEaQGHILTELMAN OP ORS TLV WR TZ All My Crafts 1 20 of
53. fy electronically by C stir Phone Nabe Cellular nathe el pes must augp rt alae ge hant Only p rat 160 charac eis ig Disable Login 7 Effective on Mate Datablad uterg cannot lagia or nacaiva email han M Coen for ithe dis abled v uerg mill spill ba ailabla Sack to Parneipant ist Newt Step Click here to talk Home Calendar New Schedule Account Settings videas ce Operator NOW Condens of Use Privacy Paley Security Slaberneni e Check the name and contact information of the User making any necessary or desired changes Note that you can also disable a User s login from this page e Click the Next Step button when you re finished or click Back to Participant List to return to the previous page without making any changes e Onthe next page decide whether or not you want to mark this person as a PMDirect Administrator or if you want to mark them as Not a PMDirect User by clicking the appropriate circle e Ifyou want the user to be notified of their new login information via email click the check box provided for this option You can also indicate here whether or not you want a copy of the login email to be sent to you and or to any other administrators in PMDirect e Click Next Step when you re finished or Back to return to the previous page You re finished After clicking Next Step you ll be taken back to the List of PMDirect Users page where you ll see that your new user has bee
54. hese are the types of reports that are available in PMDirect Budget Codes Classifications Crafts Employees Equipment Groups Locations Manufacturers PM Schedules PM Templates PM Work Orders Projects Project Parts and Supplies Types MN SAYS Remember all reports in PMDirect provide you with an estimated cost based on the schedules created To view actual costs you ll need to go to the MaintenanceDirect reports e Toget started with running a report use the Information Analysis section of your Home page to help you find the information you need Click on that category slink For our example we ll use PM Schedules so we ll click on the PM Schedules link 2 e You ll be taken to the My PM Schedules page which looks something like this ka Home y Calendar y New Schedule T Account Settings Search for i PM Schedules Shortcuts Talk About It amp Suppliers 57 New PM Schedule x My PM Schedules Hi Graph My Schedules Print My Schedules amp Print Schedule Analysis irect required for participation CommunityDirect information is shared within the entire data is kept private to each account Legend Click E to Art table by that column Filtering View PM schedules starting by 0212345675 I A REDEE GH PRE N OP ORS Vv Ww X Y Z AII My PM Schedules PM Schedule 1 8 of total 8 listed First Prev 20 Next 20 Last Title 77 Status r7 Craft py Classificat
55. ht list these as Buildings for a particular location Some examples are Dude Hall Smith Performing Arts Center Calendar Event Types The name or title of an event used on the Calendar page to describe an event put on the calendar An example of a Calendar Event Type would be Spring Break or Teacher Work Day Classifications A way of breaking down equipment by what it s used for For instance a classification could be lawn equipment or HVAC Closed The status a work order schedule would hold once all transactions and notes were added into it Crafts Crafts are generic skills needed to fix a problem MaintenanceDirect and PMDirect have over 200 crafts to choose from Crafts help you organize your work and assign it to the appropriate people Think of crafts as another way of saying trade code or problem type Deferred This status is used to show that a schedule has been created but will be activated at a later date Equipment Any tools machinery etc used to carry out work done such as lawnmowers or generators Locations Locations are typically campuses in your district If you are working with a single campus locations may be used for different places on that campus Project Codes Project Codes can group several work order schedules into a common project For instance you may have several work orders that deal with building a new 5 playground set Applying the same Pro
56. icon is used on the Organization Event Calendar page and indicates an event that is shared by more than one Location e is the SchoolDude He s your friend 70 Help Reference At SchoolDude we understand that sometimes searching for answers to your questions can be frustrating For that reason we ve included this page to give you a few quick sources to get you off the shoulder and back onto the road l Give usa call at 1 877 883 8337 We strive to answer your phone calls within the first three rings Our friendly and helpful service professionals will be available to take your calls between the hours of 8 am and 6 pm EST Monday Friday 2 Drop us an email at the following address support schooldude com Someone will reply to your email or give you a call promptly usually within an hour during regular business hours 3 Chat live with a service professional by logging on to your account and clicking on the Help link in the lower right hand corner of your Home page It looks like this Click here to talk to an Online Operator NOW Or visit www schooldude com click on Client Care and choose Technical Assistance shown in red from the list on the right hand side of the screen See below 4 SchoolDude com Online Tools for Managing School Facilities and Operations Microsoft Internet Explorer File Edit View Favorites Tools Help au Qu O DAO een Jr 0 3 a DAS Address http www schooldude com marketingsite
57. ilding Area Area Number e SON X NS NS 38 Tag Number Model Number Serial Number Out of Service Begin Out of Service End Date Placed Date Removed Warranty Expires Life Expectancy Unit Life Expectancy Notes Use this space for anything you might want the technicians to know like what kind of oil is used etc Reading Measurement Current Reading Previous Reading Usage Unit of Measure Comes in gallons only SS SAN KOS NN ON S e Be sure to decide whether or not to include any notes you ve made on the work order form when it prints e Click Save When the page refreshes you will be taken back to the top of the Add Update Equipment page where you will see the words New Equipment Saved Successfully in red near the top see below Home ei Calendar T New Schedule v Account Settings Search for MEME C Advanced Search Help uipment Shortcuts Talk About It t Suppliers e New My Equipment E Print e Duplicate My Schedules Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Legend v Indicates required information Add Update Equipment New equipment saved successfully item Number Ttem Number is a primary sort Please use an identifier that will sort your equipment in an understandable way You can use characters and or
58. ill need to do as Administrator upon logging in for the first time is to set up all of your account information so that all options and fields will be filled in and available Below are the steps that you ll need to follow in the order that will assure that the information you need is there when you need it Keep in mind that fields marked with a V both in the system and in this manual are required fields and we will cover those first eh SAYS Before you get started just a note to you about the Manage Codes section of your Account Settings All of the codes used throughout PMDirect are nothing more than available information fields for maintenance schedules to make them as clear and useful to your facility as possible Simply put Manage Codes is just a way to specify whatever information you would like to include on your maintenance schedules l Getting Started Click on the Account Settings tab at the top of the Home page The Account Settings page should look like this Home F Calendar P New Schedule T Account Settings Search for E 2 Advanced Search Help Account Settings Shortcuts y Account Setup Steps CJ Account Info Generate PM s On Copy Schema El Role Setup ID Manage Codes amp User Login Log ID About Combo Your PM Direct Account Settings To begin your journey in PM Direct you should enter your organization s information in the forms below beginning with Accoun
59. ion 77 Est Labor Hrsr Date Generated rz Last WOID r Next PM WO On ry Location ry Recurrence Pattern ry Type r1 Total Est Costs fy PM Schedule created on Definition Fire Alarms 0 12 18 2006 0 00 PM Schedule created on Definition HVAC 0 e 12 18 2006 Sloan High School Weekly Heat Generating 0 00 System PM Schedule created on Definition Fire Alarms 12 20 2006 NorthEastern Sloan High 0 00 PM Schedule created on Definition Electrical t 12 20 2006 x 0 00 PM Schedule created on Definition Lawn Equipment 0 12 20 2006 on 0 00 PM Schedule created on Definition Landscaping 0 P 12 20 2006 0 00 PM Schedule created on Running Lawn Equipment 0 12 20 2006 116 1 5 2007 NorthEastern Sloan Weekly 12 28 2006 High 0 00 Mower PM Schedule created on Running Lawn Equipment 2 12 20 2006 117 2 5 2007 Monthly 12 31 2006 Leaf Blower 0 00 IT St rre U ICAL ZU Las ur Calculations shown on this page represent costs counts through yesterday LL Print This Print to Excel For up to date calculations use Print My Schedules options Once on this page you have several options e To view the details of a PM schedule click on that schedule s title shown in red on the left hand side of the screen see red arrow above e To view a report click on the Print My Schedules shortcut in the shortcuts menu at the top of the page see green arrow above e To view a graph click on the Graph My Schedules shortcut see yellow arrow above e For a
60. ject Code to each of the work orders allows you to run reports on how much that playground set cost to install Quick Launch a section of shortcuts on the left hand side of the Home page used for such things as creating a PM schedule printing PM work orders and visiting the User Forum Quick Links a drop down box at the top of each page in PMDirect that allows you to switch from one SchoolDude product to another without logging out and then logging back in Shortcuts Links that SchoolDude utilizes in all of its products so that users can navigate quickly from one page to another without clicking through a series of other links These Shortcuts are usually located near the top of a page in a series of white boxes Different shortcuts are available on differing pages and they also vary from role to role Users Anyone employed by your district or educational facility that uses PMDirect Symbol Icon Legend W Indicates required information E Click on this calendar icon to be taken to an interactive calendar where you can select the date you wish to use The thumbs up and thumbs down icons indicate that a service or service provider is active or inactive respectively MI Click on this email icon to open up a blank email form Click on this icon to sort information by the category it indicates the category that it appears beside Al Clicking on this icon will invert listed options or information KE This
61. l Yr PM Active PM Schedules rz PM Cost Student PM Cost SqFt Facility Age Estimated Costs r7 Q Sloan Community College 9850 50000 1 22 1987 0 00 0 0 00 0 00 19 years Q Sloan Elementary School 1500 25000 3 28 1950 0 00 D 0 00 0 00 56 years Q Sloan High School 2500 22000 3 28 1980 0 00 0 0 00 0 00 26 years Q Sloan Middle School 1000 20000 3 28 1985 0 00 0 0 00 0 00 21 years Q South Sloan High School 1300 0 0 00 0 0 00 Q West Sloan High School 2500 0 00 0 0 00 Add New Location i Calculations shown on this page represent costs counts through yesterday Ss Print This For up to date calculations use Print My Schedules options Click here to1 to an Onlin Home Calendar New Schedule Account Settings 8 Operator NO Conditions of Use Privacy Policy Security Statement Email What you ll need to do on this page is to activate the Locations for which you ll be creating PM schedules To activate a Location click on the grey thumbs down hj icon next to that Location s name When the page refreshes the icon will be changed to a yellow thumbs up CH to indicate that the Location is now active 18 To add a new location follow these steps e Click the Add New Location link on the My Locations page e You ll be taken to the Add Update Location page which looks like this en Account Settings Location Shortcuts Talk About WS i suppliers Anew ir Hy Laratinns
62. l get an email with EVERY PM work order that s generated Depending on how much PM work that goes on at your facility your inbox can fill up pretty fast e Click Submit when you re finished Your changes have been saved 14 5 Budgets If you would like to keep track of budgeting and project related costs optional enter your budget information here A Budget option will show up in the next step of your Account Setup process Locations so in order to have it available then it should be set up now You can have a different budget for each location or for each project or schedule Organize your budgets in the way that works best for you To get started click the Budget link on the Account Settings page You ll be taken to the My Budget page which looks something like this aen Hew Schedule 1 Account Settings Search far D Budget Shortcuts U Talk About I i Suppliers d New 4 My Budget Codes H Graph Print My Schedules Hy Schedules Membership in in Community Direct required for participation CommuniatyDirect information i is shared within the entire membership but FM Direct data is kept private to each account Legend Click si ron sort table hy that caluma Filtering Quick Edit sf View budgets starting by Budget Code 01234568789ABCDEFGHIIJKLMNOPQRSTUVMWM X Y E Ml My Budget Add New Budget Code 1 5 al total 5 leui Rudgel Code O amp PM Schedules O Estimated Cost O Any moraa Zn dead
63. l look something like this Home v Calendar v New Schedule Y Account Settings Search for MEE 7 Advanced Search Help Type Shortcuts n 3 uick Links Talk About It Suppliers L New Type pw Sara My Types i Graph My Schedules E Print My Schedules un Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Legend Click si to sort table by that column Filtering View types starting by 0432431454 7B9A B C DEFGHIJ KLMWO PORSTUWVWXY z AE My Types Add New Type 1 0 of total O listed Previous 20 Next 20 Type Description rz PM Schedules rz Estimated Costs r7 No records found Add New Type i Calculations shown on this page represent costs counts through yesterday Print This For up to date calculations use Print My Schedules options Click here to talk to an Online H New Sc le A t Setti ome Calendar ew Schedu ccount Settings Operator NOW Powered by Bue x Conditions of Use Privacy Policy Security Statement Select the Classification of the equipment e Inthe box provided enter the new Type of equipment that you wish to add e If you have an icon you would like to use to mark this Type click the Browse button and add it To delete an icon just click the Delete Icon button provided e Click Submit e You will automatically be taken ba
64. ll scheduled maintenance to creating recurring maintenance schedules on a daily weekly monthly or annual basis to storing schedule templates for quick creation of schedules you use frequently PMDirect can even send automatic email notifications when PM work orders are generated In this manual we ve provided you with everything you ll need to know to use PMDirect to your facility s fullest advantage We ll walk you through everything from the account setup process to how to create and activate schedules for all of your locations to how to run reports To make the instructions in this manual as easy to follow along as possible you will see page names and important words written in bold font while actions you should take links to click at any given point as well as chapter headings will be shown in red so they ll be hard to miss Keep an eye out for SCHOOLDUDE SAYS tips and notes included to help you out along the way For your convenience this manual includes a brief overview of the Administrator s role at the beginning as well as a glossary of terms and symbols near the end for easy reference Please take a moment to look over the glossary before getting started to familiarize yourself with these terms and symbols as you ll see them throughout your use of PMDirect We ve also included a Help Reference page at the end of this manual to guide you to any assistance you might need via telephone email or live online chat should you s
65. ll be generated as well as giving you however much time you ll need to see them before their due date SCHOOLDUDE SAYS If you re printing out work orders for your staff you may want to enter 30 30 so that one big batch will come out that you can easily print each month If your staff logs into MaintenanceDirect to perform their work you may want to enter 1 14 so that it checks every evening and gives the staff two weeks of lead time they ll trickle in instead of batching in at once e After that you ll need to decide whether or not you d like for a new PM work order to be created whether or not there is a work order in process and not completed closed Indicate your decision by using the check box provided 13 Gei SCHOOLDUDE SAYS You l need to also keep in mind for this step that creating future PM work orders will require work orders to be generated with non complete closed PM work orders Check the box discussed above if you d like to create multiple future PM work orders for the same schedule e Next decide whether or not you d like an email notification to be sent when PM work orders are created and to whom Click the check box provided and then enter the desired email address in the box You can enter multiple email addresses by separating them with commas o MEM SAYS Something else you ll need to keep in mind here If you set it up so that you ll receive an email notification when PM work orders are created you l
66. mage eg Click here to talk Home Calendar New Schedule Account Settings ns Powered by S Conditions of Use Privacy Policy Security Statement ares remeron ane a mma mir EA mamn e Select the appropriate Group from the drop down box provided e Enter the Classification you would like to add into the Description field provided e If you have an icon you would like to use to mark this Classification click the Browse button and add it To delete an icon just click the Delete Icon button provided e Click Submit e You will automatically be taken back to the My Classifications page which will show that your new classification has been added 33 eh SAYS To edit or delete a classification simply click on the name of the classification on the My Classifications page On the Add Update Classification page either make the desired change and click Submit or scroll down and click Delete Record eh SAYS You will NOT be able to delete a classification once there are costs associated with it 34 13 Types Types are a way of further narrowing the classification of your equipment For instance if your classification is Lawn Equipment then your type could be Lawn Mower or Leaf Blower To get started adding Types do the following e Click the Types link on the Account Settings page e On the My Types page click the Add New Type link e You will be taken to the Add Update Type page which wil
67. n added 10 Adding New PMDirect Users e Onthe List of PMDirect Users page click the Add User link in the top left or bottom right corners e On the next page shown below click the New User button Home y Calendar v New Schedule Account Settings Search for EEE Go Advanced Search Help Participants Shortcuts Back to Administrative Functions SchoolDude Test District Here s a list of registered users Select one to add as PM Direct user or click New User button nem 2 User List ae hd H Registered Users Click I Home Calendar New Schedule Account Settings to Ope 4 Conditions of Use Privacy Policy Security Statement E e You ll be taken to the PMD Participant Information page shown below i Home 7 Calendar p New Schedule y Account Settings earch for N e Advanced Search Help Participants Shortcuts Back to 33 New 2 User List a bal H Administrative Functions Legend 7 Indicates required information Account Administrator PMD Participant Information Login Name v V Indicates required information Password zZ Minimum 6 characters Confirm Password iM FrstName WW Last Name Email EN Note Reports to fields helps supervisors and administrators process and manage work assignments Personnel Type Phone Number res Peger 0 jJ Pager Email 7 Notify electronically by Pager Note Pager n
68. nd right hand corners that you can click on to navigate to the Previous Month or Next Month Just below the Calendar Shortcuts you will see two drop down boxes one for the month and the other for the year which serve as another kind of shortcut allowing you to navigate the large calendar from one month to the next without clicking multiple times on the Previous Month and Next Month buttons On the Month View each day shows in the traditional squares of a calendar which contain any schedules for the month that will generate work orders There are different icons used throughout the PMDirect Calendar page to indicate what kind of schedules are on the calendar The legend for these icons is at the bottom of the Month View page and looks like this lt Previous Month Next Month gt Legend C PM WO s have been generated for these days amp Archived PM events due to schedule changes Tip You can click on the day number to see more schedule details Also you can click on the schedule title to view the schedule details Schedule recurrence is noted as follows D Daily W Weekly M Monthly and Y Yearly SCHOOLDUDE SAYS PM schedules will be displayed on the calendar as red links and appear on the day of that schedule s Target Start Date If you click ona schedule link on the calendar it will take you to that PM schedule s setup page 1 64 2 To reach the Day View page of your calendar click the Day View shortcut at th
69. nt Settings ne Powered by Conditions of Use Privacy Policy Security Statement SCHOOLDUDE SAYS To delete a Group simply go to the My Groups page click on the name of the Group you wish to delete and when the Add Update Group page opens up for that Group click the Delete button 32 12 Classifications Classifications are just a way of breaking down equipment by what it s used for For instance a classification could be lawn equipment or HVAC To get started adding Classifications do the following e Click on the Classifications link on the Account Settings page e On the My Classifications page click on the Add New Classification link e You ll be taken to the Add Update Classification page which looks something like this TE one Home v Calendar y New Schedule y Account Settings Search for ME gt Advanced Search Help Classification Shortcuts Talk About It My Classifications H8 Graph My Schedule Print My Schedule Suppliers 1 New Classification Es Types Membership in CommunityDirect required for participation mtg ap cba Se is shared within the entire membership but PM Direct data is kept private to each accou Legend V Indicates required information Add Update Classification Group Select Group v Y Description max 255 characters fea This is your current icon change it below Icon I
70. onal steps Please note that Classification is requi red Az Select how you want to view the Classicamons 1 Selecban List or 2 Icons ESER select classification Som by code Sehed Type Q Q Architectural Q Bam Arcess improvements Constructian Marnutacturez us i Geschl Q Ceilings Q Communications Q Computers Step 4 Enter Locnbeg Q Doors Drainage Q Electrical Steg 5 Select Building Step 6 Select Eyuiprmeril Q Exterir Closure Q Fields md Play Areas O Ee Alarms Step 7 select m Q Food Service Foundations Furnishings Template Erquageniertt Define Job Start Up e Interior Construction Landscaping Lawn Equipment 5tep 1 Define Safety Peants Q Laghitirug C Plumbing Sohety Eoupmsz Define Tasks 8 Q walls Pracedures Celine Toole Define Parts Delne Journal Malbec Define Codes amp Aare Celine Frequency Define Template Sinn Scheide Now Click here to talk Home Calendar New Schedule Account Setti ae ngr Operator HOW Condeions of Use Privacy Policy Security Statement Simply follow the steps to create a schedule Step 1 Select the Classification see page shown above 43 Step 2 Select the Type aanre v Calendar T New Schedule F Account Settings Search for foo Advanced heitch Helg Back t PM Schedule List PM SCHEDULE You are at Step 2 Select the type by clicking an icon below Steps for schedule setup Code
71. or donaled ta tee kbrary f r new lahrary Fund D nna bppkaim athletics re Budgetz D 0 00 Budget for amy faculey retreats taken Budgets D 50 00 Marching Band Fund Budgeti D 2 00 Behe Clubu Furl Busloet 3 n Lim ita Add New Budgel Code Calculalvari shown on Lus page represent casis Ihraugh yesterday Print Thea For up Lu date calculabons use Pont My Schedules optweg Click haere Im talk Home Calendar New Schedule Account Settings to an Online ngs Operator MOW Powernd by Connors of Use Privacy Policy Security Statement As you can see from the example above if any budgets have been entered previously in MaintenanceDirect they ll show up here in PMDirect listed to show their Notes Code name any PM Schedules attached and the Estimated Cost To see any particular budget code on the list click on its name shown in red in the list 15 To add a new budget code do the following e Click on the Add New Budget Code link in the top right and bottom left corners of the My Budget list See below Budget Shortcuts Erza Zee Talk About 1 d Suppliers a New d My Budget Codes BH Graph E Print Hy Schedules Hy Schedules Membership in CommunityDirect required for parbiapation Commune Died formation is shared withen the entire membership Gul pp Direct date is kept private vo each account Legend 7 Indicates required information Add Update Budget Code F Budget Code 7 Description Fisc
72. orners of your Home page Clicking on the Help link in the top right hand corner will take you to the PMDirect manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from SchoolDude support via Instant Messenger click on the word here underlined and highlighted in red See below Click here to talk to an Online Operator NOW INE N To write and send an email directly to SchoolDude support simply click on the Email icon directly below the link we just mentioned The Email link looks like this NOW Email A blank email form will pop up already addressed and ready to use using whatever email program is set to be used by your Internet browser If nothing is set you will be asked to install Microsoft Outlook 9 The Quick Links provide you with a really easy way to navigate quickly between SchoolDude products while you work For instance if you would like to move from PMDirect to MaintenanceDirect for whatever reason all you have to do is click on the Quick Links drop down box choose the MaintenanceDirect from the list provided there and you ll be taken to the same page in MaintenanceDirect automatically Quick Links is located at the top of every page near the right hand corner and looks like this LOG II Account Settings Tell Us All About Yourself The first thing you w
73. otifications for work requester is not supported Unit must support electronic notifications You can test here Only first 160 characters will be sent Cellular Phone Cellular Email 7 Notify electronically by Cellular Phone Note Cellular notifications for work requester is not supported Unit must support electronic notifications You can test here Only first 160 characters will be sent Disable Login Effective on Note Disabled users cannot login or receive email notifications but reporting functions for the disabled users will still be available Back to Participant list Next Step Click here Home Calendar New Schedule Account Settings ar Powered by ll Fill in the required fields marked with a including Login Name Password Name and Email along with any other information you d like to include Click the Next Step button at the bottom of the page when you re finished Follow the same directions as those for adding an existing user starting on page 9 12 4 Generate PM s On In this section you ll set up how often you want the SchoolDude com servers to generate your work orders This doesn t set up the frequency of schedules however Each night at midnight our server will generate the work orders as you specify here You can reach the page you need by clicking the Generate PM s On link on the Account Settings page Account Settings Shortcuts Account Setup Steps Cl Account
74. ount Legend Click si to sort table by that column If Next PM Date is blank the PM schedules occurance has ended Filtering View project descriptions starting by 0123456785 A ABCDEFGHIJKLMNOPQRSTUNVNWXYT Z AB My Projected Purchases Requirements 1 0 of total O listed 4 Previous 20 Next 20 Next PM Date ry Item Description py Supplier Name ry Quantity ry Estimated Total Cost r7 PM Schedule Title ry Type m No records found Calculations shown on this page represent costs through yesterday For up top date calculations use Print My Schedules options D Print This Click here to talk d to an Online Home Calendar New Schedule Account Settings Operator NOW Powered by BE x Conditions of Use Privacy Policy Security Statement Emal 42 III Creating Editing PM Schedules Getting Down to Business Alright so let s get started creating those PM schedules To get going click the New Schedule tab at the top of your Home page You ll be taken to step one in the 17 step PM Schedule creation process we promise it s not as daunting as it may sound Fields marked with an asterisk are optional The first page will look something like this depending on how many Classifications you have entered Account Sellings Search for D Aa fitch Help Back to PM Schedule List PM SCHEDULE You are at Step 1 Select the classification by clicking an boon below Steps for schedule setup Opti
75. page you ll be taken to will look something like this Home Tv Calendar kA New Schedule y Account Settings Search for EEE 7 Advance d Search Help Building Shortcuts Talk About It My Buildings ES Graph E Print My Schedules My Schedules Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Suppliers th New Legend V Indicates required information Add Update Building V Location NorthEastern Sloan High v 7 Building Name Sloan Gymnasium Square Footage Number of Students Note Enter the number of students served by this building Entry Managed By Administrator Building Used By Add New Building Go Back to Building List Click here to talk to an Online Operator NOW Home Calendar New Schedule Account Settings Powered by x Conditions of Use Privacy Policy Security Statement e Select the Location of the building from the drop down box provided e Enter the Name of the building e Include square footage and number of students served if desired e Click Save at the bottom of the page You will then be taken back to the My Buildings page which will show the new building that you just entered see screen shot on the next page Continue adding Buildings by clicking the Ad
76. ppliers th New amp My Locations H Graph My Schedules amp Print My Schedules Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each accoun nt Legend mM Indicates required information Add Update Location Location Code NESH Quick Links Buildings 7 Location Description NorthEastern Sloan High Number of Students 9 Note Enter the number of students served by this location Square Footage o Date Built E Notes MM This Month Budget Code Select Budget Account v W Last Month Total Location Cost YTD 0 00 Note Right click on the graph to print Note Calculations shown on this page represent costs through yesterday For up to date calculations use Print Your Costs options Add Update Record Delete Record Add New Location Go Back to Location List Click here to talk Home Calendar New Schedule Account Settings Mages Powered by 5 Conditions of Use Privacy Policy Security Statement You can make changes to your Budget information on this page now or at any time by clicking on the name of the budget on the My Budget Codes page The Location Costs section to the right is a graph that will show costs for this location for This Month in green and Last Month in purple iSCHOOLDUDE
77. ptinns Click here to talk Home Calendar New Schedule Account Sellings in ibo Opera or HOAN Powered by Conddiens of Use Privacy Polley Security Slabeneani e On this page you can activate projects for which PM work will be done by clicking the gray thumbs down icon to change it to a yellow thumbs up icon active e Also you can click the Add New Project link to create a new Project You ll be taken to a page where you can click the Click Here button to be redirected to the Add Update Project page in MaintenanceDirect You can add a new project there 3 15 Equipment This is where you can list all of the equipment that your educational facility has for maintenance purposes This way you can keep up with what equipment you have warranty information when and where it s being used and more You don t have to have all equipment entered before you start making schedules because you can always go back in and fill out equipment later To start entering your equipment s information take the following steps e On the Account Settings page click on the Equipment link e You will be taken to the My Equipment page which will look something like this Home v Calendar kA New Schedule v Account Settings Search for i Advanced Search Help Equipment Shortcuts Talk About It te amp Print My Schedules Ee Graph My Schedules Membership in CommunityDirect required for participation Communit
78. s by clicking the check box provided at the top of the page To continue click Next Step when you re finished AR PP oincer Home Calendar New Schedule Account Settings Search lor iso Hal ce n el Search Ha Back to PH Scheda L PM SCHEDULE You are dl Step 10 Define your tasks and procedures below Steps for schedule setup In add more tasks simply click Mare New Tasks button below Optional steps Previous Step Next Step I Step 1 Lawn Equiprnert E Print Task List on PM Work Order II SEZ mower MEET seem ede HI 7 ten NnethEastern Sinan High Asch File DN Ji Step 5 Sinan Gymnasium Select Equipment 2 Shep 7 Select PM Spec al Tack Procedures Bpsaal Tack Procedures Template Altach File DN Step 8 Dalina Job Start Up 3i Define Safety 2 EZEZ ceir tests 6 attach File D Define Tools 4 5 IT md Stee 22 Define Parts ME TN E Step 13 Define Journal attach File D Bintes Step 14 Define Codes amp al Kass Special Task Procedures Shep 15 Gehine Frieejuaeruy Attach File D Sien 15 Define Template ES Tel Specal Task Procedures Attach File m 7 Specal Task Procedures Attach File D 8 Special Task Procedures attach File D Special Task Procedures attach File 10 Special Tesk Procedures attach File D RETE Click here to talk de am Chralinar Home Calendar Mew Schedule Account Selling in Oper r HOAN
79. schedule analysis click the Print Schedule Analysis shortcut at the top of the page see blue arrow above e To print your information a different way you can also look for the Print This or Print to Excel icons near the bottom of the page See below Print to Excel l m Print This Ai rin E 1 3 Click on the appropriate icon and follow the step by step instructions to specify exactly what you want to print and print your reports Co SCHOOLDUDE SAYS Keep in mind that when printing a summary report will only show totals while a detailed report will display each event in the schedule po SAYS Adobe Acrobat Reader must be installed to view reports All reports are displayed in PDF format 74 SchoolDude Vocabulary A Lesson in SchoolDude ish for PMDirect Users So you ve hit a certain word or phrase and you have no idea what you ve just read Welcome to SchoolDude Vocabulary a glossary created especially for SchoolDude clients to make all that SchoolDude lingo a little less confusing We ve also included in this section a brief legend ot the icons used throughout PMDirect Budget Codes Designated funds coming from a specific budget that are applied to cover a particular work order s costs If your organization doesn t use formalized budgets you might still use arbitrary Budget Codes for tracking work expenses Buildings If you have multiple free standing structures on a campus you mig
80. schedules using the search text box located in the green tab bar near the top left hand side of every page See below Home T Calendar y New Schedule W Account Settings Search for EEE Go Adwanced Search Help SPECIAL Projected PM Labor Hours e Inthis box you can enter a name location key word etc and click Go to search for the schedule or information that you need For example if you were searching for a schedule that referenced Alfred Dude you d simply enter his name in the Search For box and click Go A list of all schedules that referenced him would then be pulled up on a Search Results page See below nen Zanen Home Calendar Hew Schedule Account Settings Search Ir i 7 Acr s gl Seach Halt Search Results Search lor allred dude Search this results for GO Tithe rz ae Classification Tne Manufacturer r3 Last WOID r1 Next Projected Type r QUENCY r1 C D veer Location 1 WO Status f Generation Tater PM Schedule created on 12 20 2006 Monthly Lawn Equipment Leaf Blower Manufacturer 2 117 2 5 2007 PM Schedule d AN uaa You can then click on that schedule s title to view the schedule itself 60 2 Advanced Search Underneath the search field discussed above you will see a link that says Advanced Search ieee Home 7 Calendar y New Schedule v Account Settings Search Cor MEE 7 Advanced Search Help Projected PM Labor Hours Clicking on this link will tak
81. should also make sure that the Preventive Maintenance purpose code in MaintenanceDirect is set to Preventive Maintenance e Select your Budget Code Only set this if all PM work expenses will come from a single budget SCHOOLDUDE SAYS Purpose and Budget codes carry over from MaintenanceDirect if any have been entered there previously You ll learn how to add new Budget codes a little further on in this manual e Select the Current Period Fiscal Year Begin End Dates e Requested By This will be the default requested by name for new PM work orders e Click the check box next to the word Yes if you would like to have inventory issue transactions generate automatically when creating PM work orders ann SAYS This only applies if you also own InventoryDirect If you do own InventoryDirect and you leave this option blank it will only submit an Inventory request not an issue e Inthe box provided in the paragraph near the bottom of the page insert the number of days after which you d like for work orders to be considered as deferred This doesn t automatically change the status of the work as it only applies to the chart on the PMDirect Home page e Click the Submit button 3 PMDirect Users In this section you can add any users you need to include as Administrators in PMDirect There are no other roles in PMDirect but your users names will carry over from MaintenanceDirect to make adding them that mu
82. t Information This is a one time setup but you may come back to make modifications as often as needed Please note to begin using PM Direct you must define your Account Information define when to Generate PM s and define your Groups Classifications and Types If you adopted a schema standard such as Uniformat or CSI then your Groups Classifications and Types are already defined You may add the other information such as budget codes at any time gt Account Settings Setting your account for PM Direct gt Generate PM s On Set PM generation frequency gt Manage Codes Add and update all of your system codes such as budget project location and much more Budget Buildings Calendar Event Types Crafts Employees Equipment Locations Manufacturers PM Schedules PM Templates Project Projected Purchases Requirements Suppliers 1 Groups 2 Classifications 3 Types gt Role Setup gt User Login Log All PM Direct users login information gt PM Users Identify all PM Direct users and define their roles Click he Home Calendar New Schedule Account Settings to S Ope 4 Powered by egy Pues Conditions of Use Privacy Policy Security Statement Eon 2 W Account Information Click on the Account Settings link and on the Account Information page shown below create your setting preferences Been Search bor B sse ico Gecke tel Search Help Account Settings Shortcuts 5
83. t with the smallest number of Crafts activated as possible to limit the confusion of your new users when they fill out a form You can always activate more crafts later 25 9 Suppliers This step in the Account Setup process allows you to keep track of all of the suppliers used by your educational facility when ordering equipment and supplies for various projects Suppliers entered in MaintenanceDirect will automatically carry over to PMDirect New suppliers are normally added because there s a regular supplier you use for certain materials or PM schedules and you know that purchases from this supplier will be approved To start adding suppliers follow these steps e Onthe Account Settings page click on the Suppliers link e On the My Suppliers page click the Add New Supplier link e You will be taken to the New Supplier page which will look like this Home F Calendar v New Schedule v Account Settings Search for i Advanced Search Help Supplier Shortcuts New Supplier My Suppliers E Print My Suppliers Legend V Indicates required information Quick Navigation Supplier Information Department Web Site URLs Contacts Notes Payment Billing Information You are here New Supplier 1 Supplier Information v Organization Name Address Notes Click here to talk to an Online Operator NOW x Conditions of Use Privacy Policy Security Statement Home Calen
84. ticipation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account amp New Legend Click si to sort table by that column Use Building in PMDirect Hide Building in PMDirect Filtering View buildings starting by 0 2 ILS 8 9 BB DEF GH EI ELUN OC POR ST UY Ww YY ZN My Buildings Add New Building 1 2 of total 2 listed Calendar Fiscal Name Location Ft z o Seo Cost YTD Cost YTD Q C Boyd Auditorium Sloan High 0 00 0 00 School Q R Sloan Gymnasium Sloan High 0 00 0 00 WEE School e l Add New Building Calculations shown on this page represent costs through yesterday Print This Print to Excel For up to date calculations use My Building Reports options Click here to talk Home Calendar New Schedule Account Settings to an Online Operator NOW Powered by Conditions of Use Privacy Policy Security Statement Emal On this page just as you did for Locations just go down the list of Locations carried over from MaintenanceDirect and activate those Buildings you will be using Do this by clicking the grey thumbs down icon amp next to that Building s name to change it to the yellow thumbs up which indicates that the Building is now active 21 Also as in Locations you have the ability to add a new Building in PMDirect To do this click on the Add New Building link on the My Buildings page The
85. till have any questions Your success and the success of your facility are our number one priority here at SchoolDude and it s something we get really excited about We want you to get excited too Should you ever have any questions or concerns we are never more than a call or a click away No question is too big or too small for us We re here for you PMDirect Roles Who s Who in PMDirect There is only one role within PMDirect and that is The Administrator This is the only person or persons to have access to the entire system including the Account Setup in PMDirect They can see everything that is going on and can run reports in PMDirect and MaintenanceDirect It s important to point out that the actual creation and performance of work orders is carried out in MaintenanceDirect so only those involved in designing schedules have access to PMDirect An employee s role in MaintenanceDirect is what dictates how the work is actually performed ii Administrator Guidelines I Welcome to the Home Page Now What A quick overview of what s on the Home page Once you ve logged in with your user name and password you re taken directly to your Home page It should look something like the example below Aste itd ach Quick Launch Create PH Schedules Print FH Wo lzer Fnrum at IF pow are nat ehnaldudr Administret please click here 1n Definition Stage Ne PH Sehedules in definiti stage Nole
86. yDirect information is shared within the entire membership but PM Direct data is kept private to each account Suppliers New Equipment My Equipment Legend Click to sort table by that column Filtering View items starting Item Number D123534567B9 ABEDEF CH EEK LM N DO PO RST UV WET ZA My Equipment Add New Equipment 1 1 of total 1 listed First Previous 10 Next 10 Last Item Number r Classification ry Date Placed In Service r1 Warranty Date ry Last PM WO Description f Model Number r Removed From Service r Days Until Expiration py Scheduled PMs Estimated Cost Location fy Serial Number py Area Number r7 Area Description rz Lawn Mower 1 0 0 00 Add New Equipment aoe shown on this page represent costs through yesterday Print This Print to Excel p to date calculations use Print My Schedules options Click here to talk Home Calendar New Schedule Account Settings to an Online au s Operator NOW owered by Conditions of Use Privacy Policy Security Statement Email e On this page click the Add New Equipment link e You will be taken to the Add Update Equipment page Enter your equipment s information including Y Item Number required Classification Type Description this is a good place to put any information you want to mention about the equipment like part number filter size etc Manufacturer Supplier Date purchased Original Cost Location Bu

PMDirect User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents