Asset Tracking Training

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


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


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


Database Setup


Setup Set-up is organized by Tabs


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


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


Enter Part Numbers and Employee Names

Enter Parts that may be used in the repair or

preventive maintenance

Enter Employees, or equipment owners


Create a New Asset

Create new assetsSet-up the asset for calibrationSet-up the asset for preventive maintenance


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


Create a New Asset

Enter Specific Asset information

Fields in YELLOW are required

Control pane: controls data entry, filters and links to other forms


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


Create a New Asset – Calibration Details

Indicates that Calibration is

required

Shows the past Calibration Events

Click to record a Calibration Event


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


Create a New Asset – Additional Details


Calibration

Record calibration eventsReview calibration reports


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


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


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


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


Preventive Maintenance

Add a PMCreate a PM ChecklistAdd a PM transactionReview PMs Near Due Report


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


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)


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


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


Unscheduled Maintenance

Create a Fix-It-TicketRecord unscheduled maintenance Review reports


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.


Resolve the Fix-It-Ticket


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


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]


Fueling Small Business EfficiencyFueling Small Business Efficiency

Visit www.SundayBizSys.com for:•Additional information•Free product demos•Pricing•Links to purchase software

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