evaluatio evaluation tutorial us er manual
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1. Vendor Code and then clicking on the down arrow Select the vendor of your choice Close the Inventory module by clicking the lower corner close button in the right Preventive Maintenance Master At the top of the screen under the Maintenance drop down menu select PM Master The PM Master file is used to develop assign and schedule preventive maintenance procedures Select Job No AHU 002 and observe the information under each tab PM Master Equipment Date Schedule Tasks Parts Labor Tools W O Desc User Fields and Attachments Tutorial Under the Date Schedule tab notice at the bottom of the screen that the work order has a Monthly schedule as well as an Annual schedule click on the monthly button to the right of the cycle type checkbox To view an extended schedule enter 5 in the Months field click on the View button ProTeus 9 6 0 PM Master AHU 002 Je Z Assets Maintenance Personnel Purchasing Other Reports Windows Help 5 9 HAGEL lt gt r 7x2 Quick List PM Master Equipment Date Schedule Tasks Parts Labor Tools WO Desc User Fields Attachments Mobile go i 5 View Schedule Month s a k j Every 1 fal Month s a mM Monthly A O Every T Ey era Annual j First Occurrence PR oat 72004 FE onthe 1 x Day Advance by Oonthe 0 fe days Est Downtime 3 50 Cy2. The cursor advances to the next field Tutorial 15 5 Inthe Part Name field type FILTER HEPA Press Tab The cursor advances to the next field In the Qty on Hand field type 5 to add five to inventory Press Tab Click in the Unit Cost field Highlight the value and then type 5 and press tab key This value will indicate that the cost of the filter is 5 00 The dollar sign does not need to be added it will appear automatically 8 To save the new inventory record either click the Post Edit v button on the Navigator or close the file window The message Do you want to save the last changes may appear Click Yes to save changes 9 Close the Inventory module by clicking the lower close button in the right corner and return to the Main Menu of ProTeus Exercise Three This exercise explains how to add a piece of equipment The Equipment Add a Piece of Master File will contain everything maintenance will be performed on In this Equipment example an air handling unit will be added 1 From the Main menu select Assets gt Equipment 2 The Equipment Quick List is displayed which will show a listing of all defined equipment Al ProTeus 9 6 0 Equipment AHUOO2 Je 8 Ff Assets Maintenance Personnel Purchasing Other Reports Windows Help BECAKE 4 vyx Quick List Equipment Sub Assembly BOM PM List Cost History Equip Desc User Fields Attachments Search Char Equ
3. MM for the Password and click OK The first screen shown in many of the modules is the Quick List the Quick List displays a listing of all records in the current master file The list is sorted in ASCII sort order by the contents in the first column The columns on most quick lists can be changed so that the settings for column ordering and width will fit the user s needs To sort click on a column header in a list Drag the column to a new location on the list To modify column width drag the boundary on the right side of the column heading until the column is the width you want Quick Lists are primarily used for record selection To the left of each Quick List will appear an arrow this arrow indicates the currently selected record The current record is also displayed on the title bar Moving between records in the quick list will change the data displayed in the Quick Screen see next paragraph and the contents displayed in the tabs to the right of the Quick List To modify data use the Quick Screen or go through the tabs Data displayed in the quick list grid cannot be changed by typing into the actual grid A Quick Screen is provided on the Quick List tabs of virtually all editable modules within ProTeus Quick Screens allow quick creation of a record providing only required or most frequently accessed fields in each master file This prevents the need for a user to jump from tab to tab when only minimum information is required in s
4. arrow button to the right of the field or enter it in manual 7 To save the new Demand Maintenance Active Work Order either click the Post Edit y button on the Navigator or close the file window The message Do you want to save the last changes may appear Click Yes to save changes 8 To return to the Main Menu of ProTeus click the lower close button in the right corner Exercise Eight This exercise explains how to print the DM work order created in the previous Print a Work exercises Make sure a default printer is connected and on line Order 1 From the Main menu screen select Reports gt Forms gt DM Active Work Order Form 2 In the resulting screen click Query and then choose New Query from the pop up menu 3 Inthe Fields list find Equipment No and click on it Tutorial 21 Exercise Nine 4 Inthe Field Value box type CHL002 Make sure the Exact Match radio button is selected so that only work orders in which Equipment No CHLO02 are printed Fields Equipment No Al Searched By Value By Range Jf OK Work Order No ma Field Value Equipment No Request No Search Type Requested By O Exact Match Priority Parti a Status Partial Match at Beginning Date Started Partial Match Anywhere Time Started Completion Date C Show non matching records Date Required x Field Order DM Active Print Query Window 5 Click OK and the DM Active Work Order Form displays showing all wo
5. created it is activated based upon the date value in the First Occurrence field this date by default will always be today s date Thereafter the schedule follows the parameters entered in the Date Schedule tab 18 Close the Schedule window by clicking the close button in the right corner Close PM Master module by clicking the lower close button in the right corner to return to the main menu This exercise explains one way to activate the PM work order created in the previous exercise 1 From the Main menu select Maintenance gt PM Active 2 The PM Active Quick List is displayed which will show a listing of all active PM work orders 3 Right click the mouse button and choose Activate PM s from the menu The message Would you like to activate all appropriate Preventive Maintenance work orders appears Click YES 4 Locate AHU004 CLN M in the Job No field The M signifies that this is a monthly PM 5 Click the Date Schedule tab to view the details of this PM x 6 Close the PM Active module by clicking the lower right corner to return to the main menu close button in the 7 PM s can also be set to activate automatically when ProTeus is opened This is the most common method of PM activation Tutorial 20 Exercise Six Create a DM Work Order from DM Template Exercise Seven This exercise will illustrate how to create a new Demand Maintenance work order from DM Tem
6. 7 18 19 20 21 22 il E Equipment 3 a Details a Employee f Show cS a amp Customer 5 83 23 24 Today 25 26 27 28 29 a E November 30 31 Display 3 Months before lt gt Display 1 Months after Job No Equipment No Equipment Name Next Scheduled Date Procedure Description Opm Om OPMDM S72 M RTU0987 ROOF TOP UNIT 10 31 2005 PMROOF TOP UNIT Refresh Close the Scheduling module by clicking the lower close button in the right corner Tutorial 12 Employee Click on the Employee icon on the main screen From Quick List select Employee No 10019999 Click the Employee Tab At the bottom of the screen in the Max Purchase Field highlight the value and type 150000 and then press the tab key This will allow the employee to create Purchase Orders up to 150 000 per order Close the Employee module by clicking the lower close button in the right corner Purchasing At the top of the screen under the Purchasing drop down menu select Reorder List The reorder list shows the list of all parts in which the available Part Quantity is less than the defined Reorder Point Scroll to the right to view the stock and reorder levels Select the LUB001 record and then click the button on the bottom of the screen labeled Create Requisition This will automatically create a purchase requisition for the item selected Review information under the Order Details and Costs t
7. EVALUATION TUTORIAL WANVI dasi Erten N ia Fy FRE TECHNOLOGY COPYRIGHT 2009 Eagle Technology Inc All rights reserved In the preparation of the information contained in this document we have attempted to offer the most current correct and clearly expressed information possible Nonetheless inadvertent errors can occur THE INFORMATION CONTAINED IN THESE DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESSED OR IMPLIED INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE This document could include technical inaccuracies or typographical errors Changes are periodically added to the information herein Eagle Technology Inc and or its respective distributors may make improvements and or changes in the product s and or the program s described herein at any time In no event shall Eagle Technology Inc and or its respective distributors be liable for any special indirect or consequential damages or any damages whatsoever resulting from loss of use data or profits If you believe you have discovered an error please share it with us so we may correct it as appropriate Printed in the USA Eagle Technology Inc 11019 North Towne Square Road Mequon WI 53092 USA Phone 1 262 241 3845 In US 1 800 388 3268 Fax 1 262 241 5246 www eaglecmms com sales eaglecmms com TRADEMARKS ProLink Ill ProTeus and ProTeus V are tra
8. abs Close the Purchasing module by clicking the lower right corner close button in the Cost Center Under the Other drop down menu select Cost Center Manager The Cost Center Manager is where you set up annual budgets for material and labor are defined Z Cost Center Manager Jee Fiscal Year Start E January v 2005 E Search Char Cost Center 10000 as Budget Actual Remaining por Budget Actual Remaining A September 2005 Material 500 00 Material 500 00 March 2006 0 00 Labor 500 00 Labor 500 00 Total 1 000 00 0 01 Total 1 000 00 0 00 1 000 00 October 2005 April 2006 Material 500 00 500 Material 500 00 5 Labor 500 00 Labor 500 00 0 00 500 Total 1 000 00 0 0 Total 1 000 00 0 00 4 November 2005 May 2006 Material 500 00 51 Material 500 00 0 00 500 00 Labor 500 00 5 Labor 500 00 Total 1 000 00 0 00 1 000 00 Total 1 000 00 0 00 1 000 00 December 2005 June 2006 Material 500 00 500 Material 500 00 0 00 500 00 Labor 500 00 Labor 500 00 0 00 500 00 Total 1 000 00 0 01 1 00 Im Total 1 000 00 0 00 1 006 Close the Cost Center Manager by clicking the lower right corner Cost Center Manager close button in the Tutorial 13 Reports To view any of the over one hundred pre formatted reports available select Reports atthe top ofthe screen Next select one of the follo
9. appy to help you Pre Sales Questions 1 800 388 3268 1 262 241 3845 sales eaglecmms com Hours Monday Friday 7 30 am 5 00 pm CST Tutorial Self Guided Tour Exercises How to use this Tutorial Manual This document is intended to instruct users in the basic operation of the ProTeus Computerized Maintenance Management System CMMS It is divided into two sections A Se f Guided Tour and Exercises The evaluation copy of ProTeus V is pre loaded with data in each of the Master Files The login name MM and password MM are already set up with appropriate rights If you require assistance using certain functionality please call our Pre Sales Department at 1 800 388 3268 or 1 262 241 3845 The Self Guided tour is a quick overview of the ProTeus software We recommend that you start with the Self Guided tour Time Required 10 minutes The Exercises section includes exercises that provide you with a general understanding of the basic operation of ProTeus For best results please complete the exercises in the order listed Time Required 30 minutes Tutorial Start the program Terms and concepts Self guided Tour of ProTeus V CMMS After you complete the installation of the ProTeus software you can review the operation of the system using the following guidelines 1 Start the program by going to Start gt Programs gt ProTeus V gt ProTeus V 2 Click ProTeus V 3 Enter MM for the Login Name and
10. cle Type Next Scheduled Date Last Scheduled Date Active Date Last Completed Date First Occurrence Est Dow Monthly 11 01 2005 09 1 7 2004 11 01 2005 091 7 2004 Ra Annual 10 03 2005 09 17 2004 10 03 2005 10 03 2005 09 1 7 2004 38 en sl w PM Master Date Schedule Tab Close the Schedule window by clicking the close button in the right corner Right click anywhere in the screen and choose Print to print the PM Master work order form Wait for the preview of the work order to automatically open Tutorial 10 gt Ser Fl Toat 100 PM Master Work Order Form Job No AHU 0D2 Procedure Description INSPECTION OF AIR HANDLING UNIT Priority HIGH Maintenance Code HVAC Cost Center 20000 Work Type PM Shift SECOND Equipment No Equipment Name Location AH UOO2 AIR HANDLING UNIT MAIN PLANT Cyde Type Last Scheduled Date Active Date Next Scheduled Date Month hy Bram Bram Aal wa wan Runtime Cycle Runtime Advance Next PM Last PM om om om om Cyde Type Task No Description Labor Code Est Hours All Locoo1 USE PROPER LOCK OUT TAG OUT PROCEDURES MEC H E 00 All CHKODI CHECK EQUIPMENT AND AUDIT OPERATING CONDITION MEC H E REPORT CONDTION OF EQUIPMENT ON WORKORDER All CHKOD2 CHECK AIR LINE FILTERS FOR SIGNS OF MOISTURE HVAC All C HKOD3 CHECK CONDITION OF GASKETS ON DOORSAND DAMPERS HVAC A CLNOD1 CLEAN COILS AS NEEDED HVAC A RP LODI REPLACE FILTER SYSTEM MEC H E FOLLOW PROPER FILTER DISPOSAL PROCEDURES CydeTyp
11. d more The Quick Screen is displayed at the right side of the Quick List and shows key information about the selected piece of equipment Please note that field names that are blue Equipment Name and Equipment No are required fields All other fields can be used or left blank at the user s discretion Select the first piece of equipment AHU002 and then select each tab on the top of the screen to show information that is more detailed Under the Equipment tab notice that the Category field has a down arrow to select from a drop down list of items Selecting the open book icon to the right of the down arrow allows you to edit the drop down list Review the information available in the other tabs For example under the Attachments tab select the drawing and right click to select view attachment Close the Equipment module by clicking the lower close button in the right corner Inventory Click on the Inventory icon on the main screen or under the Assets drop down menu select Inventory The inventory file is used to track information about all stocked spare parts and supplies used to perform work orders The initial screen is the Quick List and operates the same as in the Equipment module Review the information in each tab Inventory Quantity Vendors Where used Allocated Description User Fields Attachments Under the Vendors tab you may choose a vendor by selecting the field under
12. demarks or registered trademarks of Eagle Technology Inc All other trademarks referenced are the property of their respective owner Revision 02 09 Tutorial Table of Contents Welcome t ProTeusV uu uuu 2a 4 How to Contact Eagle Technology sseeeeeeesseeeeeeees 6 How to use this Tutorial Manual ccccceseeeeeeeeeeeeeeeees 7 Self Guided POU Ketch oe et A ect Pr 7 EXETEISES lan nennen hed tubal tat EE dies dul cued tats dias exudes 7 Self guided Tour of ProTeus V CMMS ccccccseeeeeeeees 8 Start the OIRO CICA ee ee re 8 Terms and concept lee lese Heuierladtscleited 8 Reviewlhe modules ana re Een 9 EXEFeISeEs Zain ale 15 Overview of the Exercises uussssensnnennnnnnnnennnnnnnnennnnnnnnennnnnnnnennnenn 15 Exercise One Log IN are re rer rl 15 Exercise Two Add a Part to Inventory nn nennen 15 Exercise Three Add a Piece of Equipment ceeeeeeeeeeeees 16 Exercise Four Create a PM Work Order 22222444444444nnnR RR nennen 17 Exercise Five Activate a PM Work Order 44000s4022s rennen 20 Exercise Six Create a DM Work Order from DM Template 21 Exercise Seven Create a DM Work Order eeeeeeeeeeeeeeeeeeee 21 Exercise Eight Print a Work Order 222222222222224444444444444440440000 21 Exercise Nine Print a Report nes nn 22 Exercise Ten Change a Field Name cceeeee
13. der 14 Click the Date Schedule tab The Monthly Date Schedule window displays Z ProTeus 9 6 0 PM Master AHU004 CLN mA Ff Assets Maintenance Personnel Purchasing Other Reports Windows Help et HABER lt gt v xe Quick List PM Master Equipment Date Schedule Tasks Parts Labor Tools WO Desc User Fields Attachments Mobile View Schedule z Month s S every 1 Month s 4 Every Jan Feb Mar View Ma jul First Occurrence T a 12092005 FE Oonthe 21 Day Advance b ei f p a onthe First iv Monday x gt days Est Downtime 11 00 Cycle Type Next Scheduled Date Last Scheduled Date Active Date Last Completed Date First Occurrence Est Dova Monthly 12 09 2005 12 09 2005 12 09 2005 am Date Schedule Tab Tutorial 19 Exercise Five Activate aPM Work Order 15 In the View Schedule panel type in 6 in the Month s field This will preview the schedule for this work order for the next 6 months 16 Click the View button The Schedule window opens A Schedule x Month s Next Scheduled Date Day A December 12 09 2005 Friday January 01 02 2006 Monday February 02 06 2006 Monday March 03 06 2006 Monday April 04 03 2006 Monday Schedule Window 17 Note how the first date in the Schedule is today s date That is because whenever a PM work order is
14. e Navigator The template clears Type AHU004 CLN in the blue highlighted Job No field at the right side of the window Press Tab Click the Equipment No drop down arrow to activate the drop down list Select AHU004 Click in the Procedure Description field type MONTHLY CLEANING OF FILTERS In the Scheduling panel at the bottom of the Quick Screen check the box next to Monthly The Monthly Cycle Type window appears Tutorial A Cycle Type First Occurrence 12 09 2005 7 Est Downtime Advance by 0 0 1 days Every Month s O Every Blank Monthly Cycle Type Window 8 The First Occurrence defaults to today s date 9 In the Advance by field type 1 and press Tab This signifies that the work order will activate 1 day before it becomes due 10 Type 1 in the Est Down Time field 11 Since this work order is to become due on the first Monday of every month type click to the Every_Months field and type 1 12 Next select the second of the last two radio buttons at the bottom of the screen From the drop down lists choose First and Monday Tutorial 18 7 Cycle Type First Occurrence 12 09 2005 M Est Downtime Advance by 1 fi days Month s Oonthe 0 e Day On the First x Monday x Monthly Cycle Type Window 13 Click the amp in the upper right hand corner to close the Cycle Type window We will now view the schedule for this work or
15. e Part No Pat Name Qty Allocated Stockroom A FLTOO1 ANGLE FILTER 1 MAIN CydeType Employee No Employee Name Labor Code Est Hours Task No A 10012003 DONALD BARTON Hvac 19 RP LODI all 10012002 CARL NELSON MEC H E 3m a anni2nn3 NONa n RORTOM uwar nan comnns PM Master Work Order Close the Print Preview window by clicking the close button in the right corner Close the PM Master module by clicking the lower close button in the right corner Preventive Maintenance Work Orders Click on the PM Active icon on the main screen or under the Maintenance drop down menu select PM Active The PM Active Master file is used to modify print and close active preventive maintenance jobs previously created in the PM Master File Select a work order and observe the information under each tab PM Active Equipment Date Schedule Tasks Parts Labor Tools W O Desc User Fields and Attachments Under the Tasks tab add a task by clicking on the Record View icon 2 to the left of the Task No field name Click the icon to add a new task Using the task number drop down arrow look at the list of tasks Select the CHK004 task Click Close Under the Labor tab scroll to the right and change the hours at rate 1 for Carl Nelson to 5 Under the Date Schedule tab enter a completion date by selecting the calendar icon to the right of the empty field Then right click and choose Qu
16. eeeeeeeeeeeeeeeeeeeeeeeeeees 23 Other Information Available uu2u000020000000n0nonannn0 24 Technical Liferaf re 22 uune a ttrtntenrrnnnntnrnerennnnn nenene 24 Technical SUPpoll 252222050 Rein 24 Tutorial 3 Welcome to ProTeus V Welcome to ProTeus V Computerized Maintenance Management Software this tutorial manual will guide you to navigate through key features of the product and assist you in entering records The complete tutorial will take approximately 20 30 minutes ProTeus V provides efficient and user friendly asset and maintenance management It includes all of the features needed by most maintenance departments to organize and efficiently manage their operations Decrease equipment downtime by practical scheduling of preventive maintenance using the Multi Cycle PM module Automated activation and printing for Preventive Maintenance Work Orders Single or multiple records are able to be updated for labor using Resource Assignment Minimize redundant efforts by use of templates Demand Maintenance allows generation of work orders based on demand corrective maintenance requirements or alarms Open Work Order tracking which facilitates labor allocation and eliminates oversights Control part quantities by sustaining effective levels of inventory Create purchase requisitions for inventory and non inventory items Comprehensive history records for all maintenance work performed Life cycle cos
17. grams gt ProTeus V gt Field Name and click on it Use MM for the Login name and Password The following window displays The Default Display Name column shows the internal field names which cannot be changed The Display Name column contains the field names as displayed in ProTeus V Click on the drop down box next to Module and select Inventory 5 Change the Inventory Field Display Name to Parts Field Name 9 6 0 Module Inventory Default Display Name Display Name Parts PartNo Part Name Part Name Category Stock Class Size Description Description Reorder Point Reorder Point Econ Order Qty Econ Order Qty Maximum Qty Maximum Qty Manufacturer Manufacturer Mfg Part No Mfg Part No 0 Qty On Order Qty Allocated Field Name Change 6 Click OK to save the change and then click Close Note If you are currently in ProTeus V you will have to Restart Proteus V to see your changes Once you go back into ProTeus V your changes will be applied to all references of that field in the master files quick lists menu options and reports Tutorial 23 Technical Literature Technical Support Other Information Available For more information about specific features and capabilities of the ProTeus CMMS product please see the Help Menu or contact our technical support team Other literature listed below offers further details about the use and operation of ProTeus Quickstart ma
18. ick Close to close the work order Closing a work order will remove the job from PM Active place a copy of the job in PM History and re schedule the job for a later date Close the PM Active module by clicking the lower close button in the right corner Tutorial 11 Demand Maintenance Work Orders Click on the DM Active icon on the main screen or under the Maintenance drop down menu select DM Active The tabs are similar to the PM work orders except for the addition of the Causes tab The DM Active is where the user would create work orders on the fly in response to maintenance service requests emergency breakdowns or other non routine maintenance activities Under the Causes tab select from the list of causes available by clicking on the drop down arrow next to the Cause No label By reviewing the cause of breakdowns the operation of the building factory can be improved Close the DM Active module by clicking the lower close button in the right corner Scheduling Click on the Scheduling icon on the main screen or under the Maintenance drop down menu select Scheduling The Scheduling module displays current overdue and upcoming PM and DM work orders in calendar view and tree view formats Viewing these active overdue and future work orders allows equipment availability to be planned available resources to be identified and over scheduling to be el
19. iminated The tree view of the Scheduling module allows users to drill down to see PM and DM work orders by year month week day specific employee equipment or customer The number of months that display can be changed by altering the numbers that appear in the display panel on the lower left hand side of the screen In the tree view right click anywhere in the right hand window to preview and print a copy of the schedule Select the in front of the year to open the calendar and click on a month to view the PM and DM work orders planned for the month When viewing the calendar view in Scheduling clicking on PM Future Show will extrapolate the date schedules of existing PM Master records to predict future occurrences for each work order Clicking Details Show will expand the details in the right hand pane for the following selections in Tree view Weekly Daily Equipment Employee and ProTeus 9 6 0 Scheduling Jee FA Assets Maintenance Personnel Purchasing Other Reports Windows Help 15x PREE Falke Heb eawsiww 2005 a Bal July Monday October 31 2005 EE August Su M T Wed Th Fi Set ni ue E September 2 2 PM Active Ei eisber 1 PM Overdue ES Oct 1 eE Oct 2 PM Future a E Oct 9 2 3 4 5 6 d 2 DM Active a E Oct 16 a a E5 Oct 23 E oct 30 3 10 11 12 5 Ya FA PM Future Sun 30 a an Show H E Mon 31 16 1
20. ipment No Model AHUO02 MCCBO17UABOUA Equipment Name Manufacturer Equipment No Equipment Name A AIR HANDLING UNIT TRANE jAHu002 AIR HANDLING UNIT EEE Capacity AHUD02 MTR AIR HANDLING UNIT Mi MAIN PLANT 14000 CFM AHU003 AIR HANDLING UNIT Status Rating AHUO03 MTR AIR HANDLING UNIT Mt 208 230 460 BLROO1 BOILER SYSTEM CHLO01 CHILLER CHLOO1 MTR CHILLER MOTOR Asset No Warranty Date CNCODI CNC LATHE 0300 55 001 09 16 2005 w CNC002 CNC TURNING CENTE Serial No Weight FLTOO1 FORK LIFT TRUCK K0D54721234525F MSC001 MISCELLANEOUS EQU Date Installed Original Cost PRS001 TRIM PRESS 09 16 2004 J 25 000 00 PRS001 MTR TRIM PRESS MOTOR RTUOO1 ROOF TOP UNIT VEH100 TRUCK Current Usage Daily Runtime VEH200 TRUCK 0 0 v i Bi Equipment Master File 3 To add a new piece of equipment click on the Insert Record button on the Navigator The template clears 4 Inthe Equipment No field type AHU004 Press Tab The cursor advances to the next field Tutorial 16 Exercise Four Create a PM Work Order 10 11 12 13 14 15 In the Equipment Name field type AIR HANDLING UNIT Press Tab The cursor advances to the next field Type the location for the equipment as FLOOR1 Click in the Manufacturer field Type the name of the manufacturer TRANE Note that Date Installed and Warranty Date default to today s date To change this tab to the Date Installed field and type or use the calendar feature 01 01 2002 as
21. nies e ProTeus V Enterprise for large operations running on a MS SQL database ProTeus V runs in the Windows Servers Windows 2000 Professional XP and vista environments home versions of Windows XP is not supported All ProTeus V information is stored in a fully relational database which provides the flexibility rapid access and efficiency to accommodate greater amounts of data as a company s information level grows For more detailed information on ProTeus V product variations and database platforms please contact your Eagle sales representative or visit our website at www eaglecmms com ProTeus Alarm Interface PAI The ProTeus V CMMS product family supports interfaces to Building Automation Systems from the following companies BACnet Protocol Trane Johnson Controls Alerton Honeywell Siemens KMC Controls Automated Logic TAC and American Automatrix Niagara Framework Protocol Tridium Invensys Staefa Honeywell and Carrier The optional ProTeus V Alarm Interface module allows automatic activation of work orders Activation is based on control parameters such as alarms or runtimes PM DM work orders can be automatically printed or emailed upon activation Tutorial How to Contact Eagle Technology Do you have questions about the installation of your Evaluation Software Questions about the functionality of ProTeus Not sure if ProTeus offers the feature you are looking for Our sales representatives are h
22. nual Describes the key activities required to get a system up and running quickly Training manual Provided during training classes Users Manual The complete technical reference manual for all sections of the software This document is included as a file on the product CD For information on our training classes and for technical support please contact us at the following LAAGLS TECHNOLOGY Eagle Technology Inc 10500 North Port Washington Road Mequon Wisconsin 53092 USA Telephone 1 262 241 3845 Toll Free USA 1 800 388 3268 Email sales eaglecmms com Web www eaglecmms com We also have dealers worldwide who are trained in the installation and operation of ProTeus V Contact Eagle Technology Inc for a list of dealers near you Tutorial 24
23. ome areas entire records are created from the Quick Screen The Navigator buttons d lt P hH y X located onthe top of the screen are used to move between record selections add delete save records cancel changes and refresh the screen Position the cursor over each button and read the text in the bubble that defines the function of the button Drop down Lists are selection panels containing a list of choices for the corresponding field Drop down lists are accessed by clicking on the drop down arrow to the right of a field Click the down arrow to select from a drop down list of items Selecting the open book icon to the right of the down arrow allows the user to edit the drop down list Drop down lists can be sorted by what is typed into the field For Example if the entry USA exists in the Country drop down list typing US in the field before activating the drop down list will show the nearest match to what was typed Tutorial Review the modules Equipment Click on the Equipment icon on the main screen or under the Assets drop down menu select Equipment This master file is where all the equipment and sub assemblies used at your facility are recorded The Equipment Master File contains data on all aspects of the equipment including the Cost History Bill of Materials BOM Runtime information associated Sub assemblies Attachment Files list of Preventive Maintenance PM work orders User Fields an
24. ow to add a part to the Inventory Master file We will add gear oil supplied by Press Specialists 1 From the Main menu screen select Assets gt Inventory 2 The Inventory Quick List is displayed which will show a listing of all defined inventory This module holds all information that pertains to each part such as its number manufacturer and quantity on hand Al ProTeus 9 6 0 Inventory MAIN FLTOO1 Wels A Assets Maintenance Personnel Purchasing Other Reports Windows Help AUECEELECKEEJ 4 4 r y xe Quick List Inventory Quantity Vendors Where Used Allocated Description User Fields Attachments Search Char Part No Shelf Bin FLTOO1 700 Part Name Manufacturer Part No Part Name A AIR FILTER MAXI40 gt FLTO01 AIR FILTER Qty On Hand Mfg Part No FLTOO3 AIR FILTER 408 B HSE001 HOSE PACK Reorder Point Size LUBOO1 COOLANT 10 16X25X2 O1L001 HYDRAULIC Location Unit of Measure PBLOO1 PUSH BUTTC HVAC STORES EACH PKG001 SEALS At Description SPLO01 SPARK PLUG PLEATED TIROO1 TIRES TIR002 TIRES 3 VBLTOD1 VARIABLE BE met Code um Cost MCC001 v 2 75 Vendor Name Last Cost MC MASTER CARR v Default Vendor Total Cost m Last Purchase v lt Bi Inventory Master File 3 To add a new part click the Insert Record button on the Navigator The template clears 4 Inthe blue highlighted Part No Field at the right side of the window type FLT002 Press Tab
25. plate 1 2 From the Main menu select Maintenance gt DM Template The DM Template Quick List is displayed which will show a listing of all current work orders From the list select a DM Template work order click on the Job No right click and select Activate A Conformation message appears indicating that the work order has been activated select OK Repeat steps 1 4 to activate a different DM Template work order Close the DM Template module by clicking the lower the right corner to return to the main menu close button in This work order will replace a faulty switch on the Chiller previously created in Create a DM the Equipment Master File This work order will be created in DM Active file Work Order since it is an unplanned occurrence 1 From the Main menu select Maintenance gt DM Active 2 The DM Active Quick List is displayed which will show a listing of all current work orders 3 To clear the template so that a new work order can be created click on the Insert Record button on the Navigator The template clears Note that the date coded Work Order No field is filled in automatically The Work Order No Field cannot be edited 4 Click the Equipment No drop down arrow to activate the drop down list Select CHL002 The Equipment Name field fills in automatically In the Symptom field type BAD SWITCH The Date Required field will default to today s date To change the date click on the down
26. rk orders that fit the selection criteria 6 To print a hard copy of the form click the printer icon at the top of the report window Close the Print Preview window by clicking the close button in the right corner Close the Report dialog box by clicking the close button in the right corner and return to the Main Screen of ProTeus An alternate method of printing this work order would be as follows 1 Select the work order to print in the DM Active file right click the mouse and select Print from the menu 2 The Work Order Print Preview window displays showing a preview of the printed work order Click the printer icon A print box appears Click OK This next exercise explains how to print a report Follow these steps Print a Report 1 From the Main menu select Reports gt Maintenance Reports gt DM Reports gt DM History Actual Hours By Employee 2 The Report Dialog Box appears Click on Preview to look at the report before printing 3 To print the report click the printer icon on the report screen 4 When the report has printed close the Print Preview window by clicking on the close button in the right corner and close the Report dialog box by clicking the close button in the right corner Tutorial 22 Exercise Ten This next exercise explains how to change the field names in ProTeus V Change a Field 1 Find the Field Name icon in the ProTeus V program group Name Start gt Pro
27. t analysis for equipment Master Scheduler J Quick List Customization The Master Scheduler is a A B comprehensive display of a Frequently used fields cn company s entire Work Order be arranged to suit each user s schedule of events sort order and column width preferences I Multi Cycle Scheduler Multi cycle scheduling is unique to ProTeus V CMMS it means less data entry and fewer work orders in the ProTeus database _Time Card z Budget Module Time Card facilitates the rapid The Budget Module allows users entry of hours worked by to track material and labor costs displaying a comprehensive list of BAS Integration against indiviudal cost center work scheduled by employee lt budgets Unique to the industry ProTeus if provides a direct inferface to Building om Automation Systems for automated ICA generation of work orders based on alarms or runtime totals Tutorial 4 ProTeus V also includes a host of informative reports to help meet Quality Control Health amp Safety FDA Validation and Joint Commission Standards ProTeus V is designed for office buildings hospitals universities manufacturing plants warehouses hotels schools and any other organization where maintenance is vital to the operation Extensive computer knowledge is not needed in order to put ProTeus V to work ProTeus V is available in two versions e ProTeus V Professional for small to medium size compa
28. the Date Installed Enter 01 01 2005 in the Warranty Date field Note that Original Cost defaults to 0 00 Click in the original cost field highlight the value and type 50 000 00 Press Tab Now we will add another piece of equipment by clicking on the Insert Record button on the Navigator The template clears In the Equipment No field type CHL002 Press Tab The cursor advances to the next field In the Equipment Name field type CHILLER Press Tab The cursor advances to the next field Type the location for the equipment as FLOOR1 To save the new piece of equipment either click the Post Edit y button on the Navigator or close the Equipment Master File window The message Do you want to save the last changes may appear Click Yes to save changes x Close the Equipment module by clicking the lower close button in the right corner and return to the Main Menu of ProTeus This exercise explains how to create a new work order for a monthly cleaning of the filters on the air handling unit We will prepare a Preventative Maintenance PM work order This work order will be created in the PM Master File so it will occur on the first Monday of every month 1 2 From the Main menu select Maintenance gt PM Master The PM Master Quick List is displayed which will show a listing of all defined work orders To clear the template so that a new work order can be created click on the Insert Record a button on th
29. wing reports and click the Preview button in the resulting window Equipment Report gt Asset Report Inventory Report gt Inventory Cost Report Vendor Reports gt Vendor Contact Report Purchasing Reports gt Purchase Order Report Maintenance Report gt DM Report gt DM History Actual Hours By Craft Including Labor Costs Graph taas DM History Actual Hours By Craft including Labor Costs Graph 600 00 500 00 400 00 300 00 200 00 100 00 E Hrs H Cost O A x x X Le o Labor Code Sample Report DM History Actual Hours By Craft Including Labor Costs Graph Close the Print Preview window by clicking the close button in the right corner Close the Report dialog box by clicking the close button in the right corner and return to the Main Screen of ProTeus Refer to the ProTeus V User Manual for more detailed instructions on the features and functionality of the ProTeus software The Online User s Manual is available by clicking on the Help gt Index option Tutorial 14 Overview of the Exercises Exercise One Log in Exercise Two Add a Part to Inventory Exercises The exercises presented here cover some of the basic functions of ProTeus V 1 Open the ProTeus V application by selecting Start gt Programs gt ProTeus V gt ProTeus V 2 When prompted enter the Login Name MM and Password MM and click OK This exercise explains h
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