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Managing assets requiring calibration and / or preventive maintenance.
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Sunday Business Systems
Asset Tracking Database
Control Calibrated EquipmentManage Preventive MaintenanceMaintenance Tracking
Sunday Business Systemswww.SundayBizSys.com
Asset Tracking Database
Control of Calibrated Equipment Preventive Maintenance Unscheduled Maintenance Fix-It-Tickets Miscellaneous Asset Control
Sunday Business Systemswww.SundayBizSys.com
Benefits
Control your calibrated equipment Display your recall list Track calibration history
Prevent damage to equipment from “forgotten” maintenance Efficient and cost effective software solution
Simple, low cost solution Saves time and improves efficiency Shows the status of your equipment with a click of a button
A vital tool to ensure ISO9001:2008 compliance Paperless system
Scan and link digital photographs, calibration certificates, or other electronic documents
Sunday Business Systemswww.SundayBizSys.com
Features
Tracks Equipment (or Assets) through their life cycle From purchase to sale or scrap Defines which assets require calibration Defines which assets require preventive maintenance
Controls Calibrated Equipment Recall reports Calibration Schedule Delinquent calibration report
Tracks Preventive Maintenance Maintenance schedule Delinquent Maintenance reports
Tracks Unscheduled Maintenance Full set of reports
To track your assets To manage assets through proper calibration and maintenance
Sunday Business Systems
Database Setup
Sunday Business Systemswww.SundayBizSys.com
Setup Set-up is organized by Tabs
Sunday Business Systemswww.SundayBizSys.com
Enter Equipment Manufacturers and Models
Enter the asset Manufacturer information
Enter a model number and select a
manufacturer
This will associate or link the model to the
manufacturer
Sunday Business Systemswww.SundayBizSys.com
Enter Departments, Categories, & Vendors
Enter the Department
which owns the asset
Enter the Category to organize assets into
functional groupsEnter Vendors,
including calibration service providers
Sunday Business Systemswww.SundayBizSys.com
Enter Part Numbers and Employee Names
Enter Parts that may be used in the repair or
preventive maintenance
Enter Employees, or equipment owners
Sunday Business Systems
Create a New Asset
Create new assetsSet-up the asset for calibrationSet-up the asset for preventive maintenance
Sunday Business Systemswww.SundayBizSys.com
Assets
Assets can be any material owned by the company Computers Furniture Vehicles Measurement and test equipment Factory equipment
Each asset has A unique serial number for tracking
Two additional tracking numbers are available A manufacturer and model An owner, department, and location for organizing and tracking A category such as “measurement and test equipment”
Each asset may then be classified as Calibration required For Reference Only Preventive maintenance required
Sunday Business Systemswww.SundayBizSys.com
Create a New Asset
Enter Specific Asset information
Fields in YELLOW are required
Control pane: controls data entry, filters and links to other forms
Sunday Business Systemswww.SundayBizSys.com
Create a New Asset
Specific Asset information
General asset information
Calibration and Maintenance information is
organized into 4 tabs
Serial # is the key tracking parameter
Sunday Business Systemswww.SundayBizSys.com
Create a New Asset – Calibration Details
Indicates that Calibration is
required
Shows the past Calibration Events
Click to record a Calibration Event
Sunday Business Systemswww.SundayBizSys.com
Create a New Asset – Preventive Maintenance
Indicates that a PM is required
PM counter may be miles, KW-hrs, Machine hours, units produced,
etc.PMs may be time
based…
Or based on a count
View the Maintenance
History
Sunday Business Systemswww.SundayBizSys.com
Create a New Asset – Additional Details
Sunday Business Systems
Calibration
Record calibration eventsReview calibration reports
Sunday Business Systemswww.SundayBizSys.com
Asset Calibration
Calibration events are recorded When was it calibrated? Who performed calibration? Did it pass?
If not what was done How much did it cost? Next due date Electronic Certificate is linked to the event
Sunday Business Systemswww.SundayBizSys.com
Calibrated Equipment Control Process
Manager / Supervisor
Quality
Buy new Equipment
Calibration Due
Remove unit from work area, Label as
"Out of Service"
Externally calibrated?
Send unit out for Calibration
Calibrate internally
Change Equipment status to "Out for Cal"
Record a Calibration event
Create electronic copy of Cal. Certificate
Attach electronic Cal. Certificate
Change Equipment status to "In
Service"
NO YES
Enter Next Sched Calibration Date
Create a new Asset record
Review "Calibrated Equipment Report"
each month
Is Calibration <30 days due?
YES
Denotes action performed in
Asset Tracking Data Base
Return Asset to Work area
NO
Damage or maintenance that
may effect measurement
results
Notify Quality
Sunday Business Systemswww.SundayBizSys.com
Record a Calibration Event
Select an asset for calibration Use the filters to find the asset by serial number
EnterCalibration
history Ctrl-K to create hyperlink to scanned
image
Date Cal. Next Due drives the recall
reports
Sunday Business Systemswww.SundayBizSys.com
Review Reports
A rich set of flexible, configurable reports
Review Reports to manage calibration schedule Review all delinquent assets See all assets due within the next 30 days
Sunday Business Systems
Preventive Maintenance
Add a PMCreate a PM ChecklistAdd a PM transactionReview PMs Near Due Report
Sunday Business Systemswww.SundayBizSys.com
Create a PM Enter PM
Description
Prints a simple PM Checklist
Enter PM Frequency: Time based or Count
Based
PM will be due every 1000 running hours
PM will be automatically re-scheduled once it is
marked complete
Sunday Business Systemswww.SundayBizSys.com
Update Asset Counters
Asset counters may be Running hours – the number or running or processing hours an asset
or equipment has accrued from an arbitrary starting point. Unit Count – the number of pieces an asset has produced or completed
Enter the current Count (running hours or unit
count)
Sunday Business Systemswww.SundayBizSys.com
PMs have a status that describes their state First, PMs are scheduled for a future date (Date Next PM) or Count
(Next PM Counter) Status = Scheduled
Then they are marked as Complete Status =
Completed Waived Or Not Done
If the PM Type is configured appropriately, the PM will be automatically re-scheduled for a future Date or Count (Next PM Counter)
Record a PM Transaction
Sunday Business Systemswww.SundayBizSys.com
Review PM Reports
Review Reports to manage PM schedule Review all delinquent PMs See all PMs due within the next 30 days Review the PM Schedule
Sunday Business Systems
Unscheduled Maintenance
Create a Fix-It-TicketRecord unscheduled maintenance Review reports
Sunday Business Systemswww.SundayBizSys.com
Create a Fix-It-Ticket
Record a detailed description of the
problem to be addressed
“Add a Fix-It-Ticket and change the
Asset status to “Out of Service”
Email a notice to supervisors, etc.
Sunday Business Systemswww.SundayBizSys.com
Resolve the Fix-It-Ticket
Sunday Business Systemswww.SundayBizSys.com
About SBS
Sunday Business Systems is engaged in software sales and consulting services.
Applies Lean Manufacturing principles to Quality Management Systems
Sells software solutions to small businesses which help them implement ISO9001:2008 compliant systems for
Corrective and Preventive Actions Employee Training Control of calibrated equipment Customer Satisfaction Surveys Communication / Continual improvement Shop Floor Control
Will customize the software for a particular Customer Offers full Training services customized to individual needs
Sunday Business Systemswww.SundayBizSys.com
About SBS – Services
Data Import Services Import employees, departments, Mfg, Models, and Serial numbers
Database Customization Modify the standard product to match your process / terminology
Custom Database Solutions Solutions for shop floor control/order processing and bar code
solutions. Database programming
MS Access SQL
Contact SBS for additional details [email protected]
Sunday Business Systems
Fueling Small Business EfficiencyFueling Small Business Efficiency
Visit www.SundayBizSys.com for:•Additional information•Free product demos•Pricing•Links to purchase software
© 2012 Sunday Business Systems. All rights reserved. This presentation is for informational purposes only. Sunday Business Systems MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.
Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries.