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Getting started

Using this help

Top help topics

Related documentation

Configuring your internet browser

Navigating the interface

Starting the application

Navigating the user interface

Navigating the application in accessibility mode

Accessing options on the header

Accessing the menu bar

Using the toolbar

Understanding tabs

Understanding the message bar

Using the keyboard shortcuts

Accessing right-click options

Updating fields

Entering information into fields with the equipment lookup

Entering equipment with the equipment lookup

Viewing equipment hierarchies with the equipment lookup

Entering custom fields

Entering user defined fields

Defining options for user defined text fields

Defining options for user defined date/time fields

Defining options for user defined number fields

Defining options for user defined check box fields

Selecting rows in a list

Defining quick filters on forms

Defining quick filters on lookups

Arranging columns in a list

Resizing columns in a list

Saving the list layout

Copying records

Exporting records

Displaying the total record count

Using a Dataspy

Editing an existing Dataspy

Creating a new Dataspy

Creating a copy of an existing Dataspy

Deleting a saved Dataspy

Specifying Dataspy criteria

Specifying Dataspy filter criteria

Specifying Dataspy sort criteria

Specifying Dataspy layout criteria

Specifying Dataspy advanced criteria

Hiding global Dataspies

Viewing the Start Center

Understanding the Start Center inbox

Setting up the Start Center inbox

Specifying the default Start Center inbox tab

Adding entries to the Start Center inbox

Modifying the sequence of inbox entries

Accessing screens from the Start Center inbox

Understanding the Start Center KPIs

Setting up the Start Center KPIs

Adding KPIs to the Start Center

Modifying the sequence of KPIs

Accessing screens from Start Center KPIs

System configuration

Defining installation parameters

Setting up installation parameters

Understanding entities

Defining system codes

Creating and modifying screens

Changing text on a specific screen

Defining URL parameters for custom screens

Defining custom tabs for screens

Remembering fields for forms

Associating Dataspies to users by screens

Viewing Dataspies associated to screens

Creating user defined screens

Defining fields for user defined screens

Defining custom fields information

Defining custom fields

Defining lookup values for custom fields

Associating custom fields with entities or classes

Defining status requirements for custom fields

Defining global text changes

Displaying boiler text where used

Defining cost codes

Selecting languages

Adding a new language

Making a language available

Installing an available language

Refreshing an installed language

Viewing the current status of boiler text records for new languages

Viewing the current status of code description text records for new languages

Viewing the current status of error text records for new languages

Viewing the current status of menu text tab for new languages

Defining closing periods

Creating and modifying locales

Managing access to documents across an enterprise

Defining documents

Removing document associations

Setting up access to external documents

Setting up printers

Defining classes

Defining classes and custom fields

Associating custom fields with classes

Setting up field filters for screens

Setting up classes for screens

Setting up types for screens

Setting up work order equipment types for screens

Specifying operator checklists for screen setup

Creating part hierarchy codes

Defining account details

Defining capital request categorization codes

Auditing attributes

Setting up audit triggers

Viewing trigger status values

Purging audit records

Administering comments and custom fields audit flags

Viewing audits for fields

Defining Flex business rules

Setting up Messenger

Defining installation parameters for Messenger

Creating e-mail templates for Messenger

Selecting multiple recipients for e-mail notification

Creating e-mail notifications for Messenger

Purging e-mail records

Setting up e-mail notification parameters

Setting up e-mail notification conditions

Viewing initiated e-mails for Messenger

Managing alerts

Creating alerts

Defining before SQL statements for alerts

Previewing grids for alerts

Defining after SQL statements for alerts

Creating work order alerts

Mapping additional fields for work order alerts

Defining the generate WO alert type

Defining the work order pick ticket alert type

Creating e-mail alerts

Creating parameters for alerts

Defining exceptions for alerts

Viewing alert history

Creating region codes

Recording actual temperature data for regions

Updating historical temperature data for regions

Getting actual temperatures for regions

Purging actual temperature records for regions

Creating report organization structures

Setting up enterprise searches

Setting up repositories for enterprise searches

Defining repository columns for enterprise searches

Generating enterprise search definitions

Customizing extensible framework

Generating QR codes

Setting up general ledger accounting codes

System security

Implementing multi-organization security (MOS)

Defining organizations

Adding enterprise locations to organizations

Defining fiscal years for asset depreciation

Adding options for organizations

Adding users to organizations

Importing users to an organizations

Activating multi-organization security

Managing user groups

Creating user groups

Viewing users assigned to user groups

Managing interface options for user groups

Granting interface permissions to user groups

Adding inboxes to user groups

Adding KPIs to user groups

Adding charts to user groups

Granting work order authorization permissions to user groups

Granting store transaction permissions to user groups

Creating security filters

Granting screen-level permissions to user groups

Defining status authorizations for user groups

Viewing menu structure and permissions for user groups

Setting up menus for user groups

Showing menu items

Hiding menu items

Adding main menu folders

Adding sub-menu folders

Changing label names

Changing screen tab orders

Viewing page-level help

Setting up scanner menus for user groups

Adding scanner main menu folders

Adding scanner sub-menu folders

Managing advanced options for user groups

Activating iProcure security for user groups

Setting up Windows Mobile device menus for user groups

Setting up Mobile for Transit app menus for user groups

Setting up mobile app menus for user groups

Setting default values for user groups in mobile applications

Configuring EAM product access for users

Associating users with organizations

Associating users with KPIs

Associating users with inboxes

Associating users with responsibilities

Configuring advanced reporting options for users

Changing passwords for users

Unlocking accounts for users

Enabling accessibility mode for users

Creating LDAP roles

Maintaining electronic records and signatures

Defining entities for electronic records and signatures

Signing records

Configuring electronic records and signatures for cGMP equipment

Granting status change authorization permissions

Interface configuration

Personalizing the Start Center

Personalizing the inbox

Setting up inbox entries

Defining inbox ranges

Associating inbox entries with user groups

Associating inbox entries with users

Personalizing KPIs

Setting up KPIs

Defining KPI ranges

Associating KPIs with user groups

Associating KPIs with users

Defining KPI structures

Viewing KPI history

Personalizing charts

Setting up charts

Associating charts with user groups

Modifying the Overview screen

Configuring exports and imports

Exporting inbox items

Exporting custom fields

Exporting Flex SQL statements

Exporting web service prompts

Exporting custom reports

Exporting user defined grids

Exporting alerts

Exporting screens

Exporting task plans and job plans

Importing files

Uploading documents in a batch for import configuration

Exporting base configuration

Importing base configuration

Viewing the status of imports and exports

Exporting configurations

Previewing configurations for export

Viewing the status of exports

Importing configurations

Viewing the status of imports

Screen designer

Using screen designer keyboard shortcuts

Displaying pages in screen designer mode

Moving fields in screen designer mode

Modifying field display properties

Modifying field labels

Modifying block display properties

Modifying block labels

Modifying link and generic button display properties

Modifying function button display properties

Modifying link and button labels

Defining fields for grids

Defining parameters for grids

Defining validation for grids

Defining and generating views

Setting up hyperlinks

Using screen designer for web service prompts

Defining web service prompts

Defining web services for web service prompts

Defining fields for web service prompts

Defining retrieved values for web service prompts

Copying web service prompts

Viewing log files

Basic module data creation

Defining administration setup

Defining equipment setup

Defining equipment statuses for equipment setup

Defining equipment types for equipment setup

Defining equipment criticality for equipment setup

Defining purchasing setup

Defining expense types for purchasing setup

Defining requisition statuses for purchasing setup

Defining purchase order and transaction statuses for purchasing setup

Defining materials setup

Defining work setup

Defining work order priorities for work setup

Defining work order statuses for work setup

Defining work order types for work setup

Data collection

Defining queries

Defining transaction prompts

Defining return transaction prompts

Entering data with the prompt machine

Viewing scanner transactions to be processed

Setting up jobs

Correcting scanner transaction errors

Setting the data warehouse installation parameters

Setting the data warehouse run parameters

Setting the parameters for running the data warehouse load procedure

Setting the parameters for running the data warehouse purge procedure

Understanding historical inventory valuation for the data warehouse

Viewing the data warehouse run log

Viewing data warehouse run log details

Viewing data warehouse run log errors

Data management

Managing GDPR records

Viewing GDPR record errors

Enterprise data storage with Infor Data Lake

Scheduling data extracts from EAM

Selecting tables for data extracts to Infor Data Lake

Adding fields to tables scheduled for data extracts to Infor Data Lake

Fleet management configuration

Understanding fleet configuration

Creating parameters for fleet configuration

Setting up billing schedules for fleet configuration

Creating exceptions for fleet configuration

Granting vehicle ticket authorizations for fleet configuration

Tracking fuel costs for fleet configuration

Tracking maintenance costs for fleet configuration

Creating fleet billing codes

Setting up rates for fleet billing codes

Creating fleet markup codes

Setting up rates for fleet markup codes

Setting up fleet customers

Associating cost codes with fleet customers

Associating billing codes with fleet customers

Viewing billing histories for fleet customers

Viewing fleet bill transactions for fleet customers

Viewing fleet bill adjustment transactions for fleet customers

Replacing fleet cost codes

Viewing cost code errors

Archiving management

Archiving records

Viewing archive results

Viewing archived work order events

Web service prompt execution

Executing web service prompts

Executing a web service prompt containing an 'update' web service

Executing a web service prompt containing a 'delete' web service

Selecting multiple fields for web service prompts

Appendix: Installation parameters

Understanding installation parameters

Barcode parameters

Base parameters

HxGN EAM parameters

Materials parameters

Miscellaneous parameters

Purchasing parameters

Work parameters

Appendix: Organization options

Organization options

Call Center options

Equipment options

Materials options

Projects options

Purchasing options

Appendix: Default screen locations

Navigating default screen locations

Administration menu

Operations menu

Purchasing menu

Managing your account

Working with documents

Associating documents with records

Uploading documents to the application

Managing comments

Adding comments

Modifying comments

Viewing audits for comments

Managing description translations

Managing entity associations

Associating addresses

Associating parts

Viewing electronic records and signatures

Asset management

Understanding equipment

Viewing equipment overview 360

Setting up initial equipment information

Setting up equipment categories

Setting up closing codes

Associating closing codes with classes

Defining closing code hierarchies

Setting up departments

Associating tools with departments

Creating equipment profiles

Defining details for risk matrix setup

Defining consequences for risk matrix setup

Defining consequence costs for risk matrix setup

Defining equipment

Defining assets

Defining positions

Defining systems

Defining locations

Defining linear equipment

Defining EMRS equipment

Defining equipment using profiles

Defining healthcare assets

Defining healthcare properties

Defining healthcare systems

Creating warranties

Associating parts to warranties

Associating components with warranties

Associating equipment with warranties

Associating VMRS codes with warranties

Printing warranty claim vs. settlement chart

Creating warranty claims

Viewing warranty claims for equipment

Entering settlement details for warranty claims

Associating activities with warranty claims

Adding claim lines to warranty claims

Evaluating equipment

Creating equipment evaluations

Evaluating equipment equivalency

Evaluating cost analysis for equipment

Creating equipment hierarchies

Defining equipment hierarchies

Specifying preferences for equipment hierarchies

Reorganizing equipment hierarchies

Viewing equipment hierarchies

Unlinking equipment

Toggling cost rollup

Viewing the parents of assets, positions, or systems

Viewing the parent of a location

Replacing child equipment

Creating work orders for equipment

Searching work orders for equipment

Creating comprehensive work orders for equipment

Creating nonconformities for equipment

Viewing checklist items for equipment

Defining capacities for equipment

Printing the WO repair costs chart for equipment

Managing linear equipment

Associating references with linear equipment

Searching for references

Adding references to linear equipment

Splitting linear reference records

Viewing linear overview for equipment

Editing linear overview preferences

Adding linear condition references to equipment

Defining linear direction setup

Viewing equipment used for linear references

Adding routes to equipment

Adding segments to equipment

Adding right of ways to routes

Adding routes to segments

Defining meter information

Defining physical meters

Defining logical meters

Entering meter readings for logical meters

Viewing meter history

Entering meter readings for equipment

Deleting meter readings from history

Entering meter readings in a batch

Associating warranties with equipment

Adding calendar-based warranty coverage to equipment

Adding usage-based warranty coverage to equipment

Viewing the nonconformities analysis chart

Generating the OEE metrics report

Viewing open repairs for assets

Releasing work orders for equipment

Adding parts associated to equipment

Associating permits with equipment

Associating ERP resources to equipment

Adding PM schedules to equipment

Printing the PM repair costs chart for equipment

Associating qualifications to vehicle assets

Defining functions for RCM Project and equipment

Defining functional failures for functions

Editing consequences for functional failures

Defining failure modes

Defining functional failures for failure modes

Viewing RCM for equipment

Adding RCM failure mitigation for equipment

Importing RCM details from a RCM template

Importing RCM details from equipment

Creating RCM templates

Viewing structure for RCM templates

Adding RCM failure mitigation for RCM templates

Associating equipment classes with RCM templates

Viewing RCM templates usage

Associating service codes with equipment

Associating suppliers with equipment

Viewing suppliers and services associated with equipment

Transferring equipment between organizations

Understanding equipment transfer

Transferring equipment

Creating equipment configurations

Associating child equipment with equipment configurations

Viewing equipment configuration hierarchies

Defining PM Schedules for equipment configurations

Associating maintenance patterns with equipment configurations

Defining logical meters for equipment configurations

Adding calendar-based warranty coverage to equipment configurations

Adding usage-based warranty coverage to equipment configurations

Generating equipment using equipment configurations

Defining equipment details for equipment generation

Previewing equipment generations

Defining and managing change notices

Defining change notices

Adding lines for change notices

Viewing assets for change notices

Defining locations for change notices

Understanding Energy Star

Setting up Energy Star

Viewing Energy Star ratings

Viewing Energy Star messages

Printing the Energy Star ratings chart report

Designing energy consumption for equipment

Understanding effective and expiration date calculations for design consumption

Entering actual energy consumption information for equipment

Tracking asset depreciation

Understanding depreciation methods and daily calculations

Calculating straight line depreciation

Calculating sum of years digits depreciation

Calculating double declining balance depreciation

Calculating units of output depreciation

Understanding periodic depreciation and book value calculations

Calculating periodic depreciation expense

Calculating book values

Entering depreciation data

Viewing depreciation details

Entering units of output

Defining default attributes for equipment classes

Associating cost types with equipment class definitions

Associating service life usage with equipment classes

Defining capacities for equipment classes

Understanding equipment rankings

Creating equipment rankings

Creating survey setup for equipment rankings

Assigning a ranking index

Viewing equipment associated to equipment rankings

Selecting equipment rankings for equipment

Completing the ranking survey

Updating equipment ranking values in a batch

Updating ranking values of equipment with multiple classes

Completing the ranking survey in a batch

Copying equipment ranking values to equipment in a batch

Copying equipment rankings

Printing the reliability calculations reports

Viewing ranking history for equipment

Printing the ranking history chart

Defining details for decay curves

Defining curve points for decay curves

Viewing the decay curve chart

Recording details for the Markov transition matrix

Associating equipment with decay curves

Defining performance formulas

Creating facilities

Creating vehicles

Defining policies

Viewing strategies for policies

Completing the ranking survey for policies

Defining strategies

Viewing objectives for strategies

Completing the ranking survey for strategies

Defining objectives

Defining energy targets for objectives

Viewing capital planning requests for objectives

Completing the ranking survey for objectives

Defining parameters for asset inventory

Viewing inventory results for assets

Marking assets as not found

Adding assets to list

Updating observed physical location of assets

Creating work orders for assets

Approving sessions for asset inventory

Canceling sessions for asset inventory

Adding safety data to equipment

Defining lockout/tagout details for equipment

Importing lockout/tagout details from equipment

Importing lockout/tagout details from permits to work

Defining nonconformities

Merging nonconformities

Performing a linear equipment search for nonconformities

Specifying results of checklists for nonconformities

Creating observations for nonconformities

Viewing nonconformities associated with equipment

Defining settings for nonconformities

Creating status dependencies for nonconformities

Creating nonconformity observations

Specifying results of checklists for nonconformity observations

Defining nonconformity types

Associating material types with nonconformity types

Associating EMRS with nonconformity types

Associating parts with nonconformity types

Entering notes in the notebook

Adding emails to the notebook

Adding references for the notebook

Defining details for condition score matrix setup

Viewing the reservation calendar

Setting up defaults for reservation calendar

Creating equipment reservations

Creating sets and consists

Adding equipment to sets and consists

Copying a consist

Defining workspaces

Associating furnishings with workspaces

Associating employees with workspaces

Viewing equipment associated with workspaces

Viewing workspaces associated with equipment

Creating workspace moves

Viewing associations for workspace moves

Managing locks for keys

Associating keys with rings of keys

Viewing transactions for keys

Viewing keys associated with equipment

Viewing and modifying equipment information

Viewing equipment costs

Viewing fuel costs for equipment

Viewing equipment reservations

Viewing events and work orders for equipment

Viewing material usage

Viewing purchase orders for equipment

Viewing structure details for equipment

Updating operational status for equipment

Viewing work orders for equipment in need of preventive maintenance

Materials management

Setting up initial materials information

Defining commodity codes

Recording greenhouse gas records for fuel types for commodities

Defining currencies

Defining exchange rates for currencies

Defining tax codes

Step 1. Defining tax rate types

Step 2. Defining tax rates

Step 3. Defining values for tax rates

Step 4. Defining tax codes

Step 5. Defining rates for tax codes

Defining reasons for return

Defining units of measure

Defining conversions for units of measure

Adding alternate units of measure

Understanding time-based inventory valuation (LIFO/FIFO)

Creating stores

Creating bins for stores

Viewing part reservations for stores

Viewing bin stock

Viewing archived transactions for stores

Viewing stock for stores

Viewing stock levels by store

Viewing stock transactions per store

Creating and managing parts information

Defining multiple prices of parts (MOS)

Defining sales prices for parts

Associating manufacturers with parts

Associating nonconformity types with parts

Associating suppliers with parts

Associating alternate supplier catalog references for parts

Adding safety data to parts

Creating repair details for core tracked parts

Understanding the auto-assignment processes for core tracked parts

Creating repair details for core tracked parts to be repaired internally

Creating repair details for core tracked parts to be repaired externally

Defining substitute parts

Changing part numbers

Viewing part number history

Viewing the monthly part usage chart

Viewing archived transactions for parts

Defining and managing manufacturer information

Defining manufacturer information

Associating parts with a manufacturer

Defining and managing supplier information

Defining suppliers

Defining contacts for suppliers

Copying suppliers

Creating a supplier catalog

Associating alternate catalog references for suppliers

Viewing purchase order history for suppliers

Defining rates for suppliers

Associating commodities with suppliers

Recording fuel mixes for associated commodities

Associating account numbers to suppliers

Associating equipment with suppliers

Adding services to suppliers

Associating service codes with suppliers

Creating service code exclusions for suppliers

Managing stock information

Associating stores with parts

Entering stock information for parts

Recording stockouts for parts

Calculating economic order quantity (EOQ)

Scrapping parts

Transferring parts between bins

Transferring parts without requisitions

Creating packages

Issuing and returning parts for packages

Viewing transactions for packages

Adding parts to packages

Transferring held items between stores

Transferring held items to stock bins

Transferring stock items to held item bins

Generating requisitions

Previewing parts for requisitions

Previewing services for requisitions

Creating requisitions

Creating requisition headers

Adding parts to requisitions

Adding multiple parts to requisitions

Manually creating parts for requisitions

Selecting substitute parts

Adding services to requisitions

Copying requisitions

Creating work orders and activities on the Services page

Manually assigning repair details for core tracked parts on requisitions

Viewing open repairs for requisitions

Viewing transactions for requisitions

Generating RFQs from requisitions

Approving and rejecting purchasing requisitions

Approving requisitions

Rejecting requisitions

Understanding automatic purchase order generation

Creating a new purchase order from requisition line items

Adding requisition line items to an existing purchase order

Receiving parts

Receiving parts against purchase orders

Step 1: Create a non-purchase order receipt

Step 2: Record packing slip information for PO receipts

Step 3: Retrieve outstanding PO lines (skip packing slip)

Viewing processed lines for PO receipts

Receiving parts without purchase orders

Creating non-purchase order receipts

Step 1: Create a non-purchase order receipt

Step 2: Add parts to a non-purchase order receipt

Issuing and returning parts

Issuing parts to work orders, equipment, or projects

Issuing parts to multiple equipment work orders

Adding parts on a material list to an issue

Adding parts on a pick ticket to an issue/return

Returning parts from work orders, equipment, or projects

Returning parts from multiple equipment work orders

Issuing parts from a stock record of a part

Returning parts from a stock record of a part

Returning parts to a supplier

Step 1: Create a supplier return header

Step 2: Add parts to a supplier return

Defining part condition templates

Adding conditions to part condition templates

Changing conditions for parts

Creating greenhouse gas records

Defining greenhouse gas emissions for parts

Defining kit template parts

Breaking up kits

Creating store groups

Defining transfer fees for store groups

Creating store-to-store requisitions

Creating store-to-store requisition headers

Adding parts to store-to-store requisitions

Creating store-to-store issues

Creating store-to-store issue headers

Adding parts to store-to-store issues

Creating store-to-store receipts

Creating store-to-store receipt headers

Adding parts to store-to-store receipts

Creating a return requisition for core tracked parts from a store-to-store receipt

Creating internal repair receipts

Creating internal repair receipt headers

Adding parts to internal repair receipts

Creating pick tickets

Defining pick ticket headers

Adding parts to a pick ticket

Importing a parts list for a pick ticket

Performing a physical inventory

Generating a physical inventory counting sheet

Entering physical inventory quantities

Refreshing existing physical inventory data

Generating ABC analysis

Viewing and modifying materials information

Viewing and modifying parts information

Viewing and modifying associated documents

Viewing and modifying store information

Viewing and modifying stores associated with parts

Viewing and modifying stock information for parts

Viewing and modifying multiple prices of parts (MOS)

Viewing and modifying part inspections

Viewing usage and demand of parts

Viewing part details

Viewing stock levels by part

Viewing purchasing contracts for parts

Viewing requisitions for parts

Viewing purchase orders for parts

Viewing purchase order history for parts

Viewing stock values for LIFO/FIFO parts

Viewing when and where a part has been used

Viewing stock transactions for parts

Viewing stock in-transit for parts

Viewing part reservations

Viewing parts associated with manufacturers

Viewing parts associated with suppliers

Managing iProcure items in EAM

Creating iProcure vendors

Creating EAM suppliers for iProcure vendors

Associating EAM suppliers with iProcure vendors

Associating iProcure items with parts

Updating iProcure items

Adding iProcure part items to requisitions

Viewing iProcure sync errors

Managing warranty claims for parts

Associating parts to part warranty claims

Importing parts for part warranty claims

Viewing imported parts

Purchasing management

Defining initial purchase information

Defining purchase order terms

Defining purchasing clauses

Defining children for purchasing clauses

Viewing purchasing clause hierarchies

Defining delivery addresses

Associating organizations with delivery addresses

Defining credit cards

Defining users for credit cards

Creating and revising purchase orders

Creating purchase order headers

Adding part details to purchase orders

Creating new parts to add to purchase orders

Adding multiple parts to purchase orders

Selecting multiple supplier catalog parts for purchase orders

Adding iProcure part items to purchase orders

Updating iProcure items

Entering extra charges or discounts

Creating assets for purchase order items

Adding service details to purchase orders

Associating clauses with purchase orders

Copying purchase orders

Viewing documents associated to a purchase order

Viewing open repairs for purchase orders

Viewing transactions for purchase orders

Viewing tracking for purchase orders

Viewing purchase order history

Updating purchase orders

Creating and using blanket orders

Creating blanket order headers

Creating purchase orders from a blanket order

Adding part details to blanket orders

Adding service details to blanket orders

Associating clauses with blanket orders

Associating purchase order terms with blanket orders

Defining blanket order user authorizations

Creating partial order blanket orders

Recording invoice vouchers

Creating regular invoice vouchers

Creating invoice voucher headers

Adding line items to invoice vouchers

Creating costs for invoice vouchers

Adding unmatched costs to invoice vouchers

Defining utility bills for invoice vouchers

Viewing invoice voucher line item information

Viewing utility invoice audit messages

Booking invoice allocations

Defining requests for quotations

Calculating costs for RFQs

Defining clauses for RFQs

Associating parts with RFQs

Creating parts for RFQs

Selecting multiple parts

Retrieving WO parts

Selecting substitute parts

Selecting items on RFQs

Updating a supplier catalog

Generating requisitions for RFQs

Generating POs for RFQs

Viewing totals by supplier

Defining suppliers for RFQs

Defining services for RFQs

Retrieving WO services for RFQ service

Editing quotations

Defining services price information for quotations

Defining parts price information for quotations

Work management

Defining initial work information

Defining supervisors

Defining permits

Adding permit body comments

Deleting permit body comments

Modifying permit body comments

Defining qualifications

Defining trades

Defining trade rates

Defining supplier trade rates

Associating qualifications with trades

Defining employee information

Defining employee codes

Defining wage rates for employees

Recording labor availability exceptions for individual employees

Recording labor availability exceptions for groups

Associating qualifications with employee codes

Associating employee types

Transferring employees between organizations

Viewing outstanding issues for employees

Defining shifts

Defining days for shifts

Defining shift personnel

Defining shift crews

Defining standard crews

Defining rates for standard crews

Adding employees to crews

Defining task plan information

Adding and modifying task plan instructions

Planning parts for task plans

Planning labor for task plans

Planning tools for task plans

Viewing estimated costs for task plans

Adding checklists to task plans

Importing checklists from task plans

Planning jobs for task plans

Defining prices for common task plans

Associating qualifications with task plans

Defining sales prices for task plans

Defining supplier task plan prices

Defining job plans

Planning labor for job plans

Planning parts for job plans

Managing tools for job plans

Adding checklists to job plans

Managing and adding qualifications for job plans

Viewing estimated costs for job plans

Defining prices for job plans

Defining supplier prices for job plans

Defining sales prices for job plans

Defining simple tools

Viewing transactions for tools

Defining material lists

Adding multiple parts to materials lists

Copying material lists

Defining EMRS codes

Associating EMRS codes with classes

Associating ERMS codes with nonconformity types

Approving and rejecting work requests

Approving work requests

Rejecting work requests

Creating standard work orders

Defining standard work order headers

Defining standard work order activities

Copying standard work orders

Assigning child work orders to standard work orders

Managing tools for standard work orders

Associating permits with standard work orders

Adding safety hazards and precautions to standard work orders

Defining sales prices for standard work orders

Viewing estimated costs for standard work orders

Creating regular work orders

Defining regular work order headers

Defining regular work order activities

Importing activities for a work order

Defining additional costs for work orders

Managing repairs for work orders

Creating a labor requisition

Scheduling labor for work orders

Copying an existing labor schedule

Adding equipment to work orders to split work order costs

Importing equipment from an existing equipment route to work orders

Tracing linear route equipment to add to work orders

Associating qualifications with work order activities

Associating ERP resources to work orders

Importing unlinked qualifications

Booking labor for work orders

Booking vendor hours for work orders

Booking labor by employee

Booking labor for work orders in a batch

Defining nonconformities for work orders

Importing nonconformities to work orders from equipment

Changing the status of nonconformities on work orders

Managing tools for work orders

Viewing and entering results of checklists for work orders

Identifying detailed location information for equipment on checklists

Planning labor for work orders

Viewing dispatched labor records for work order activities

Adding Documoto details to work order activities and jobs

Managing work orders on the quick entry form

Creating and updating work orders on the quick entry form

Creating activities for work orders on the quick entry form

Issuing parts to work orders on the quick entry form

Managing parts for work orders

Adding planned parts to work orders

Viewing planned part availability for work orders

Adding core tracked parts to work orders for repair

Manually assigning repair details for core tracked parts on work orders

Manually adding part failure details to work orders

Reserving parts for work orders

Importing a parts list for a work order

Creating a parts requisition

Creating a pick ticket

Viewing unreturned core parts

Entering monitored data results for work orders

Issuing and returning parts for work orders

Returning parts from work orders

Adding child work orders to a parent work order

Adding permits to work orders

Scheduling tools for work orders

Recording tool usage for work orders

Adding safety hazards and precautions to work orders

Viewing and modifying work orders

Updating work orders

Viewing work order costs

Viewing child work orders on a parent work order

Viewing service request details for work orders

Viewing equipment custom fields from a work order

Viewing purchasing for work orders

Viewing documents associated to a work order

Booking labor for purchase orders

Creating capital planning requests

Associating projects to capital planning requests

Creating preventive maintenance work orders

Defining PM routes and equipment within routes

Defining preventive maintenance schedules

Defining activities of PM work orders

Defining equipment for PM schedules

Including nonconformities on PM schedules

Viewing work orders per PM schedule

Viewing comments for PM work order activities

Viewing jobs for PM schedules

Viewing planned labor for PM schedules

Viewing planned parts for PM schedules

Viewing estimated costs for PM schedules

Managing tools for PM schedules

Defining sales prices for PM schedules

Breaking down work on linear equipment for PM schedules

Associating permits to PM schedules

Associating ERP resources to PM schedules

Adding safety hazards and precautions to PM schedules

Releasing PM work orders

Viewing the resource history for equipment and PM schedules

Understanding PM work packages

Creating and editing PM work packages

Defining equipment for PM work packages

Scheduling employees for PM work packages

Understanding PM forecasting

Defining equipment parameters for PM forecasting

Forecasting PMs

Understanding PM forecasting options

Viewing the resource load

Generating work orders

Generating work orders for repairable core parts

Assigning asset repair details

Scheduling work

Viewing the work order schedule

Calculating labor availability

Viewing labor utilization

Scheduling or rescheduling work orders

Viewing work order comments

Changing work order status

Freezing and unfreezing activity schedules

Balancing the workload

Viewing work order details while balancing the workload

Booking labor corrections for work orders

Dispatching employees to work order activities on a map

Deleting dispatched labor records

Creating crews for dispatched labor

Modifying existing crews for dispatched labor

Completing work

Closing work orders

Closing work orders on the quick close page

Reopening closed work orders

Entering meter readings for work order equipment

Creating operator checklist results for equipment

Reviewing operator checklist results for equipment

Performing a linear equipment search for work orders

Performing revision control

Defining revision control approval lists

Defining users for revision control approval lists

Approving revisions

Rejecting revisions

Approving parent PMs for revision control

Viewing approvers

Viewing revision control approval history

Setting up revision control for PM work orders

Setting up revision control for hazards

Setting up revision control for isolation points

Setting up revision control for precautions

Setting up revision control for permits

Setting up revision control for permits to work

Defining initial service request information

Creating customers

Associating properties with customers

Creating callers for customers

Viewing customer requests for work orders

Defining property code-structure combinations for service requests

Associating properties with employees

Managing property information

Creating service codes

Creating service requests

Creating new caller records

Editing existing caller records

Assigning personnel to service requests

Viewing work order details for service requests

Closing service requests

Booking hours for service requests

Issuing parts for service requests

Returning parts from service requests

Booking hours and closing service requests

Creating service request log entries

Creating information requests

Viewing your service requests

Creating PM plans

Creating PM plan headers

Copying PM plans

Associating PM schedules with PM plans

Creating activities for PM schedules on PM plans

Moving activities to PM plans

Adding equipment to PM plans

Creating depots

Creating tanks for depots

Creating pumps for depots

Associating pumps to tanks and fuel for depots

Receiving fuel into tanks

Recording tank volumes for fuel physical inventories

Viewing associated depots and tanks for fuels

Viewing fuel transactions

Entering fuel issues and meter readings in a batch

Understanding deferred maintenance

Creating deferred maintenance

Adding parts to deferred maintenance

Creating maintenance patterns

Adding sequences to maintenance patterns

Managing equipment for maintenance patterns

Adding equipment to maintenance patterns

Activating maintenance patterns for equipment

Deactivating maintenance patterns for equipment

Viewing work orders for maintenance patterns

Copying maintenance patterns

Scheduling work orders daily

Defining parameters for work order daily scheduling

Selecting equipment for work order daily scheduling

Selecting work order activities for work order daily scheduling

Selecting employees for work order daily scheduling

Scheduling labor for work order daily scheduling sessions

Modifying work order details

Modifying labor schedules for work order activities

Viewing planned part availability for work order activities

Modifying labor schedules for employees

Viewing booked labor for work order activities

Viewing booked labor for employees

Scheduling employees on shifts for work order daily scheduling

Viewing employee schedules for work order daily scheduling

Managing work order activities and jobs on the mechanic's workbench

Managing customer contracts

Defining adjustments

Defining contract templates

Defining work order criteria for contract templates

Associating clauses with contract templates

Associating discounts with contract templates

Associating sales prices with contract templates

Defining charges for contract templates

Copying contract templates

Defining customer contracts

Defining contract items for customer contracts

Associating discounts with customer contracts

Defining work order criteria for customer contracts

Associating commodities with customer contracts

Defining sales prices for customer contracts

Associating clauses with customer contracts

Defining charges for customer contracts

Associating adjustments with customer contracts

Copying customer contracts

Defining reservations

Associating adjustments with reservations

Viewing charge definitions for reservations

Creating reservation requests

Reviewing reservation requests

Viewing customer invoices

Viewing contract items for customer invoices

Viewing and modifying customer invoice details

Viewing invoice generation errors

Updating work order activities via the contractor portal

Managing permits to work

Defining permit to work setup

Defining hazards

Associating precautions with hazards

Viewing hazard usage

Defining precautions

Defining isolation points for equipment

Viewing permits to work for isolation points

Defining lockout boxes for lockout/tagout procedures

Defining permits to work

Adding safety hazards and precautions to permits to work

Implementing lockout/tagout procedures for permits to work

Signing permits to work

Viewing and entering checklist items for permits to work

Resolving conflicts with permits to work

Viewing event logs for permits to work

Copying and replacing permits to work

Viewing contractor signatures on permits to work

Associating hazards and precautions on the Safety Matrix screen

Creating healthcare work orders

Creating incident requests

Creating hospitality work orders

Creating production requests

Defining parameters for generating production requests

Associating ERP resources to production requests

Viewing work orders associated to production requests

Excluding work order types from generating production requests

Identifying work order status changes for production requests

Selecting work orders for generating production requests

Previewing production requests

Specifying accomplishments on work orders

Viewing transactions for work orders

Viewing auto-generated WO sessions

Viewing compatible units library records associated to work orders

Dispatching crews to work in the field

Setting up the scheduler

Defining work order activities for export to the constraint optimizer

Defining employees for export to the constraint optimizer

Defining crews for export to the constraint optimizer

Defining shifts for export to the constraint optimizer

Exporting data to the scheduler

Inspection management

Inspection management terms

Defining inspection codes

Defining inspection aspects

Defining prompts for inspection aspects

Defining inspection point types

Defining inspection methods

Defining inspection conditions

Defining inspection findings

Assigning equipment classes to findings

Viewing monitored data

Defining points

Defining equipment inspection points

Defining equipment inspection aspects

Defining equipment inspection aspect points

Copying aspect points

Defining equipment inspection conditions

Entering additional equipment inspection information

Recording equipment inspection results

Defining and associating inspection routes

Defining inspection route inspection points

Associating inspection routes to work orders

Associating inspection points with work orders

Changing inspection statuses

Adding inspection point comments

Adding inspection custom fields

Adding inspection point custom fields

Approving inspection results

Defining formulas

Associating parameters with formulas

Editing formula parameters

Calibration management

Understanding calibration management

Understanding calibration loops

Defining calibration test point data

Step 1: Define basic calibration data

Step 2: Define test point data

Importing test point data

Entering calibration results

Viewing loop instruments for a work order

Defining standards used for calibration

Viewing calibration results

Project management

Defining initial project information

Defining budget codes for projects

Defining shutdown codes

Associating standard work orders, equipment, and projects with shutdown codes

Defining parent and child projects

Defining project basics

Associating predefined budget codes with projects

Linking default budget codes with projects

Granting purchasing authorization permissions for projects

Viewing project hierarchy

Creating project work orders

Creating new project work orders

Generating shutdown work orders

Viewing all work orders associated with projects

Closing work orders associated with projects

Detaching and deleting work orders associated with projects

Viewing project purchase orders

Viewing detailed project cost summaries

Printing the project summary chart

Creating campaigns

Adding events to campaigns

Managing equipment for campaigns

Adding equipment to campaigns

Marking equipment for campaigns

Generating work orders for campaigns

Viewing work orders for campaigns

Copying campaigns

Designing capital projects with compatible units libraries

Defining compatible units libraries

Associating labor with compatible units libraries

Associating parts with compatible units libraries

Associating tools with compatible units libraries

Associating services with compatible units libraries

Associating child CU records with compatible units libraries

Viewing when and where a compatible units record has been used

Defining overhead for compatible units

Defining accounting details for compatible units

Defining fixed assets for compatible units

Creating cost estimates for compatible units

Defining work points for compatible units estimates

Associating suppliers with compatible units estimates

Associating compatible units with compatible units estimates

Estimating costs of capital projects using compatible units

Performing cost estimates for compatible units

Viewing detailed costs summaries for CU estimates

Quoting estimates for compatible units

Approving cost estimates for compatible units

Fleet management

Understanding fleet management terms

Understanding motor pool management

Understanding the fleet billing process

Creating vehicle tickets

Associating billing exceptions with vehicle tickets

Viewing billing adjustments for vehicle tickets

Viewing fleet bills

Modifying fleet bills

Viewing billing details for fleet bills

Viewing fleet bill transactions

Viewing fleet bill adjustment transactions

Creating pool and loaner adjustments for fleet bills

Creating assignment adjustments for fleet bills

Infor EAM Microsoft Project interface

Installing the EAM MS Project interface

Setting up connection information

Associating EAM priority codes with MS Project priority codes

Creating scheduling sessions in EAM

Creating and adding work orders and activities to scheduling sessions

Creating a work order and adding it to an existing scheduling session

Creating a work order activity and adding it to an existing scheduling session

Exporting sessions from MS Project to EAM

Canceling sessions

Asset management services

Creating customer contracts

Creating fixed charge schedules for customer contracts

Creating pricing schedules

Creating custom trade rates

Creating custom part charges

Adding additional charges (MOS)

Defining work order criteria

Viewing invoices for AMS-Customers

Viewing AMS-customer contracts

Calculating and approving customer charges

Understanding the calculation of customer charges

Approving and generating customer charges

Viewing charges for AMS-Customers

Creating and generating customer invoices

Understanding customer invoice generation

Creating customer invoices from work orders

Generating customer invoices

Creating invoices for work orders

Viewing and changing the status of customer invoices

Viewing customer invoice lines

Viewing an overview of customer invoice lines

Defining budget setup information

Defining budget calendar types

Defining budget structures

Defining budget terms

Defining periods for budget terms

Defining budget groups

Assigning items to budget groups

Defining budgets

Defining budget details

Calculating budgets

Copying budgets

Copying sub-level budgets

Investment planning

Creating investment plans

Adding capital planning requests to investment plans

Adding equipment to investment plans

Viewing planning results for investment plans

Viewing the condition rating for equipment on investment plans

Viewing the condition rating chart for investment plans

Defining purchasing contracts

Assigning parts to purchasing contracts

Defining part discounts for purchasing contracts

Defining order discounts for purchasing contracts

Defining clauses for contract classes

Defining purchasing contract text

Understanding Call Center

Setting up basic Call Center information

Entering contact information

Associating equipment with contact information

Creating service codes

Associating GIS map layers with service codes

Defining case tasks for service codes

Defining sales prices for service codes

Creating providers

Creating service categories

Adding service codes to service categories

Creating department structures

Creating service delivery matrixes for equipment

Defining calendar groups for equipment

Defining calendar periods for calendar groups

Creating knowledge base articles

Viewing associated service delivery matrixes and knowledge base articles

Creating bulletin board notices

Defining event log type filters

Setting up the Call Center form

Selecting options for the Call Center form

Specifying GIS attributes for the Call Center form

Defining usability codes for equipment

Processing customer requests

Entering customer requests

Performing a customer search

Entering customer information

Viewing additional information

Viewing the event log

Processing an action request

Adding remarks to the customer request

Viewing bulletin board notices

Searching the knowledge base search

Viewing the results of the knowledge base search

Viewing the results summary

Viewing my recent searches

Viewing my favorites

Viewing the top 10 knowledge base articles

Managing service requests on the service request portal

Creating service requests on the service request portal

Updating service requests on the service request portal

Reviewing service requests on the service request portal

Creating customer surveys

Adding questions to customer surveys

Adding answers to questions for customer surveys

Adding triggers to customer surveys

Reviewing results of customer surveys

Updating long translations for customer surveys

Completing customer surveys

Defining cases for case management

Defining tasks for case management

Viewing event logs for case management

Completing task checklists for case management

Updating case management tasks

Installation tasks

Installation checklist

Installing or upgrading the EAM GIS extensions for ArcGIS Desktop (ArcMap)

Installing the ArcGIS Pro add-in

Deleting the add-in

Importing an ArcMap document

Understanding GIS integration

Defining equipment for GIS features defined prior to integration

Creating GISOBJID fields for layers manually in Esri

Creating UPDATE_COUNT columns in attribute tables for layers in Esri

Configuring GIS

Configuring Esri

Defining EAM user information in Esri

Defining field mappings for attributes in Esri

Defining preferences for the creation of EAM equipment in Esri

Configuring EAM

Modifying installation parameters

GIS installation parameters in EAM

Granting interface permissions for data filter grids in EAM

Defining preferences for the creation of GIS features in EAM

Linking EAM equipment and GIS features

Processing rules for defining equipment records within Esri

Defining EAM equipment (Esri)

Processing rules for defining GIS features within EAM

Defining GIS features in EAM

Synchronizing records (Esri)

Synchronizing equipment with features (Esri)

Synchronizing features with equipment (Esri)

Synchronizing attributes (Esri)

Synchronizing attribute details (Esri)

Performing a GIS map search in EAM

Performing a map search in EAM

GIS map toolbar in EAM

Selecting features on the GIS map in EAM

Identifying features in EAM

Viewing the nearest address

Creating GIS filters in EAM

Creating quick work orders in EAM

Creating work orders in EAM

Creating multiple equipment work orders in EAM

Scheduling work order activities in EAM

Copying an existing work order activities schedule in EAM

Creating routes and route work orders in EAM

Locating equipment and work orders on the GIS map in EAM

Viewing Analytics data in EAM

Viewing child equipment on the GIS map

Viewing GIS maps in EAM

Viewing GIS maps from equipment records

Viewing GIS maps from work orders

Defining parameters for GIS maps

Associating departments with GIS maps

Associating users with GIS maps

Copying GIS maps

Configuring reports

Creating reports

Defining report parameters

Defining text for reports

Generating authored reports

Generating reports

Specifying report parameters

Specifying report fields layout

Specifying report sort order

Specifying report group order

Saving report parameters

Retrieving saved report parameters

Deleting saved report parameters

Generating admin reports

Access violations

Checklist audit

Electronic records

GDPR Compliance - Caller

GDPR Compliance - Contact

GDPR Compliance - Employee

GDPR Compliance - Supervisor

GDPR Compliance - User

KPI/inbox usage

List of documents

List of electronic records

List of functions

List of HxGN EAM codes

List of tampered records

Print Flex business rules list

Temperature analysis chart

User group configuration

Generating asset reports

Annual energy reduction comparison

Annual energy use

Asset failures by service life

Calibration equipment

Calibration history

Capital performance evaluation

CO2e emissions by greenhouse gas

Cost of WOs per equipment

Decay curve chart

Degree day analysis

Downtime tracking

Energy Star ratings chart

Equipment costs by ranking chart

Equipment depreciation

Equipment details

Equipment hierarchies

Equipment history

Equipment history drill-down

Equipment performance by cost chart

Equipment performance by downtime chart

Equipment planning

Equipment reservations detail

Equipment transfer log

Expired warranties

Fault trend analysis

GAS index analysis

Heating and cooling degree days vs. energy consumption type analysis

Heating and cooling degree days vs. energy costs analysis

Key list-detail

Key management per equipment structure

Key transactions

List of categories per class

List of classes

List of equipment

List of equipment details

List of nonconformities

Mean time between failures

Mean time between failures per equipment

Nonconformities analysis chart

PM repair costs chart

Print maintenance pattern

Print notebook report

Print reliability survey

Printing temperature analysis chart

Ranking history chart

RCM equipment at risk

RCM potential yearly savings

RCM risk levels

Reliability calculations

Reliability chart

Reliability growth

Ring list-detail

Table of equipment with custom fields

Top 10 equipment breakdowns

Total annual energy use

Unreliability chart

Warranty claims

Warranty claim vs. settlement chart

Weekly booked hours by department

Work order repair costs chart

Workspace moves and associations list

WO cost by equipment

WO cost by type, cost code, or dept

WO cost of equipment per location

WO cost summary

WO cost summary chart

Generating budget reports

Budget analysis

Budget position details

Budgets consistency control

List of budget structure codes

List of budgets (lower level)

List of budgets (top level)

Generating calibrations reports

Calibration analysis

Calibration due

Calibration record

Calibration reverse traceability

Generating call center reports

Customer request

Customer survey results

Knowledge base articles

Open service requests

Penalty deduction detail

Penalty deduction summary

Service request overview

Service request status summary by type

Service requests

Service requests by department

Service requests by service category

Service requests by service code

Service requests by status

Service requests by type

Top 10 call center requests

Top 25 service requests-details

Total service requests

Generating contract reports

Contract classes

List of debit discounts

List of existing contracts

List of purchases under contract

Request discount based on purchases

Generating fleet reports

VMRS activities

Generating healthcare reports

Print healthcare work orders

Equipment list detail-healthcare

Labor productivity-healthcare

Medical equipment work orders by criticality

PM completion for life support equipment

Work order list-detail-healthcare

Generating hospitality reports

Actual labor hours against estimated - hospitality

Annual energy use-hospitality

CO2e emissions-hospitality

Capital performance evaluation-hospitality

Degree day analysis-hospitality

GAS index analysis-hospitality

Heating and cooling degree days vs. energy consumption type analysis-hospitality

Heating and cooling degree days vs. energy costs analysis-hospitality

Print hospitality work orders

Incident response time chart-hospitality

Incident summary chart-hospitality

WO backlog hospitality

WO cost list-hospitality

WO cost summary-hospitality

Generating inspection reports

Inspection route

List of inspection results

List of points to be inspected

Status of inspection points

Generating materials reports

Average monthly usage analysis

Consignment activity

Goods received note

Goods return note

Inventory standard

Kit templates list

List of expired kits

List of outstanding requisition items

Monthly part usage chart

Monthly usage trends

Parts currently reserved/allocated

Physical inventory discrepancy

Print build kit list

Print kit restock list

Print physical inventory list

Print pick ticket

Print requisition

Purchase history per item/supplier

Stock issues history by part

Stock transactions

Stock value listing by part type

Generating project reports

Cost summary by project and area

List of WOs for project

Project budget code cost summary

Project cost breakdown

Project cost summary

Project summary chart

Generating purchasing reports

Approved POs awaiting delivery

Blanket order list

List of invoices

Pricing variance

Purchase history per PO/supplier

PO cost summary

POs awaiting invoicing

Quotation summary

Request for quotation

Request for quotation summary

Vendor lead time

Generating work reports

Actual labor hours against estimated

Batch work order generation summary

Booked labor by activity

Cost summary by transaction date

Customer contract

Customer invoice details

Service request chart

Daily hours worked per employee

Daily trade schedule

Delinquent PM summary

Employee productivity

Equipment profile

Future maintenance cost

Hours needed for task plans

Labor required per day or trade

List of all PM schedules

List of permit issues

List of PM work orders

List of WOs bypassed due to nesting

List of work orders

Long term WO list

Material requirements analysis

Meter based PM due

Monthly scheduling details

Overdue vehicle issues and returns

Permits for WOs

PM due overview

PM schedule profile

Print customer charges

Print customer contract

Print permit to work

Print short WO cards

Print work order

Print work order - comprehensive

Proof of delivery

Qualification expiration

Qualification requirement

Response time by department

Resource load graph

Safety review required

Safety work order

Schedule attainment

Scheduled activities

Scheduled vs. actual - detail

Short customer invoice

Short term WO list (activities)

Short term WO list (WOs)

Standard work order frequency

VMRS activities chart

Vehicle rental history

WO on-time delivery by trade

WO on-time delivery by employee

Work by employee

accounting code

additional charge

alert tolerance

building maintenance program (BMP)

bulletin board notice

charge definition

compatible unit

compatible unit accounting code

consequence category

contribution total

cooling degree day

CU design project

CU standard rate

customer charge

customer contract

customer contract - work

customer invoice

customer rental

customer request

degree day reference point

design corrosion rate

device tolerance

equipment ranking

fields to remember

fraction slider dimensions

functional failure

heating degree day

HIPAA confidentiality

incident request

instrument type

isolation block

isolation dependent block

isolation point

maintenance pattern

maximum slider value

metric fraction slider

minimum slider value

normalization value

OEM site/system ID

process tolerance

regulatory account

reliability ranking

replicable CU design project

risk assessment

sets and consists

statement of conditions

test point range

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