This document recapitulates in a nonexhaustive way the Management of the interventions
principal functionalities of OptiMaint. It has the role to help you to check the adequacy of OptiMaint to your needs. - Definition of the employee with photographs - Calendar by employee with management of the exceptions General characteristics of OptiMaint (vacation, diseases, formations …) - Definition of the roles of the employees - With only one licence management of an unlimited number of - Definition of the qualifications by employees companies and sites - Rate by employee - No module in option - Free comments - Nomenclature on various possible levels: company, sector, - Creation of personnalized fields for equipement, component, division, analytic center, cost center, equipment, component, article (format numerical, alphanumeric, monetary, date, yes/no, article (with concept of Family, Subfamily, Group) image) - Two types of tree structures : analytical and geographical - Definition of list unrolling with skeletal choices - Parameter setting of the number of decimals : price, amount and - Function of multi criteria research quantity - Multi currencies management Work requests (WR): - Print preview - Printing and/or sending by automatic email - Export of the reports towards spreadsheet, text processing - Management by statute (accepted - converted into work order - - Reports personnalisables (with Crystal Reports) engaged - enclosed - refused) - Insertion in the menus of personalized reports - Conversion of the WR into work order - Compatible with codes bars solutions - Management of the priorities of the WR - Sending Work request / Work order / Order …by email - Wished Date / Date beginning of breakdown (independent of any electronic mail service) - Function of multi criteria research - Data exchange with other software (ERP, SAP, Baan, Interventions : PeopleSoft, Oracle, Navision, etc …) (1) - graphic Synthesis and by table of the loads and resources over - Multilingual (available in French, English, Spanish ...) for a given period - Management of an unlimited user profiles - Planning of assignment of the work orders by taking account of - Password by user the availabilities of the employees and the equipment and with - Menus personnalisables checking of the necessary qualifications - Personnalisable level of confidentiality - Historical of the interventions - Obligatory field or not skeletal - Intervention on work order and except work order - Show/hidden field - Accepted Date - Personnalisable terminology - Date of beginning and end - Management and history of the users connexions - Spent time / Unavailability time - Help guide on each screens / Teachware / Lessons - Signature on work order (optional) - Homogeneity of the screens - State of work order advance (printed – involved - closed - cancelled) - Creation of permanent work order Assets management - Association of files joined to a work order - Creation of a work order and an activity from one screen - Coding of the equipment, the components and the items - From the work sheet screen access to all information on the - Tree structure of the equipment with the components and the labour, items and orders concerned items - Function of multi criteria research - Graphic Visualization of the tree structure - individual Calendar of the equipment with management of the Preventive maintenance : exceptions (revisions, exceptional stops …) - Creation and automatic or manual printing of the work order - Definition of family and of subfamily - operational Range (free description of the intervention) - Definition of skeletal meters - Qualification attached to an operational range - Visual Coding of the state equipment (available, under operation, - Time forecasted range, stop) - Scheduled cost - Historical Transfer of components identified - Necessary items - Management of the equivalent items - Definition of the types of intervention - Security instructions per equipment - Fusion of several work orders - Criticality of the equipment - Visual Planning of the preventive maintenance - Photographs of the equipment, components, items … - Planning according to meters - Free comments - Fixed Frequency and variable frequency - Function of partial or global recopy of an equipement - Association of files joined to a preventive maintenance - Creation of personnalized fields for equipement, component, - Function of recopy of a preventive maintenance on one or more article (format numerical, alphanumeric, monetary, date, yes/no, equipment image) - Function of multi criteria research - Function of multi criteria research Management of the interventions
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(1) Requires a development specific according to the customer requirements
Stock management Suppliers : - Coding Stock : - Definition of family - Multi stock room - Links with web site - Stock sheet - Quotation Suppliers - Main location - minimum amount of order - Definition of the terms/conditions of payment, delivery terms Movements : - Multi contacts for a supplier - Transfer of items between stock rooms - Multi suppliers for an article - Reception of article without order - Turnover realized by supplier - Historical of the movements - Creation of personnalized fields for equipement, component, - Quantity / quality control of the items at reception article (format numerical, alphanumeric, monetary, date, yes/no, - Charge of the exits to all the levels of the nomenclature image) - Exceptional entry - Definition of list unrolling with skeletal choices - Reintegration - Function of multi criteria research Management : The contracts supplier: - Management of the referred items in stock or not in stock - Type of contract - Current valorization or at a precised date of the stock - Definition of family / subfamily - minimum / maximum stock - Time and a number of interventions - Reorder point - Amount, period of invoicing, duration of notice renewal · links with - Suggestion of reordering documents - Reorder quantity - Creation of personnalized fields for equipement, component, - Delivery time article (format numerical, alphanumeric, monetary, date, yes/no, - Reservation of items (see suggestion of reordering) image) - Sleeping stock - Definition of list unrolling with skeletal choices - Function of multi criteria research Inventories : - Inventory list / inventory difference - Cycle inventory Management of the budgets
- Definition of the budgets by cost center
Purchase management - Definition of the budgets by equipment - Definition of the budgets by general account / imputation Purchase request (PR) : - Definition by work order types - PR since suggestion of reordering - Definition per year, month - Conversion PR into order - Definition by category (preventive, curative, various) - Unlimited levels of signature - Consolidation of several PR in only one order - Management by statute of the PR Management of the projects of investment - Function of multi criteria research Requests for price: - Definition of an initial budget in labour, items and invoices - Request for price to bring up to date the catalogue supplier - Followed budget with possible actualization - Request for price since suggestion of reordering - Definition of family of projects - Request for price since purchase request - Creation of personnalized fields for equipement, component, article (format numerical, alphanumeric, monetary, date, yes/no, Orders: image) - Order from suggestion of reordering - Definition of list unrolling with skeletal choices - Order of not referred article / services - Function of multi criteria research - Sending of the orders by mail / email / fax - Standard Price / Last order price / Weighted averaging - Calculation of the weighted averaging from the receiving note or Analysis of the order with possible correction at the time of the invoice - Management by statute of the orders (created – printed - involved - Analysis of the number of breakdowns, the unavailability time, the - balanced - invoiced - cancelled) cost and the rate of unavailability on all the levels of the tree - Order for different cost centers structure … - Delivery partial - Analysis of the availability ratio … - Synthesis of not delivered and/or not invoiced orders - Analysis MTBF and MTTR … - Analysis of the delays of delivery / average delivery time - Ventilation of times and the costs on all the levels of the tree - Part delivery structure … - Delivery reminder by mail / email / fax … - Classification ABC of the equipment and components… - Management of differents adresses of order, delivery, invoicing - Analysis of the interventions by code diagnosis and correction … - Function of multi criteria research - Export of the data towards spreadsheets, text processing … Invoices : - automatic generation of the invoice from the receiving note or the Characteristics data-processing order with possible modification - Recording of an invoice without order before - Standalone Licence or Network - Partial Invoicing - Compatibility with Windows 98 / NT4 (SP6) / 2000 / XP / Vista - Function of multi criteria research Terminal Server Edition for internet use or intranet (web) - Data bases : SQL Server, Oracle, Sybase, Db2/400, Access, MySQL, PostgreSQL
All the quoted marks are the property of their holder respective
(1) Requires a development specific according to the customer requirements