Ellipse 63 Full Course Catalogue 2

Contents

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Contents

Chapter 1 Mincom Ellipse General Stream 3

Mincom Ellipse Foundation ............................................................................................................... 4 Mincom Ellipse Functional System Administration ........................................................................... 5

Chapter 2 Mincom Ellipse Finance Stream 7

Mincom Ellipse Financials Familiarisation ......................................................................................... 8 Mincom Ellipse Financial Accounting Tools ...................................................................................... 9 Mincom Ellipse Management Accounting ....................................................................................... 10 Mincom Ellipse Accounts Payable .................................................................................................. 11 Mincom Ellipse Project Control ....................................................................................................... 12 Mincom Ellipse Utilities Asset Accounting ....................................................................................... 13 Mincom Ellipse Fixed Assets........................................................................................................... 14 Mincom Ellipse Plan/Actual Statistics for Accountants ................................................................... 15 Mincom Ellipse Accounts Receivable ............................................................................................. 16 Mincom Ellipse Labour Costing ....................................................................................................... 17 Mincom Ellipse Contracts Management .......................................................................................... 18

Chapter 3 Mincom Ellipse Human Resources Stream 19

Mincom Ellipse Personnel Familiarisation ....................................................................................... 20 Mincom Ellipse Position Management ............................................................................................ 21 Mincom Ellipse Training Management ............................................................................................ 22 Mincom Ellipse Recruitment Management ...................................................................................... 23 Mincom Ellipse Personnel Administration ....................................................................................... 24 Mincom Ellipse Health, Safety, Social Responsibility, and Environment ........................................ 25 Mincom Ellipse Workers Compensation ......................................................................................... 27 Mincom Ellipse Salary Administration ............................................................................................. 28

Chapter 4 Payroll Stream 29

Mincom Ellipse Payroll Familiarisation ............................................................................................ 30 Mincom Ellipse Time Management ................................................................................................. 31 Mincom Ellipse Benefits Administration .......................................................................................... 32 Mincom Ellipse Payroll Configuration .............................................................................................. 33 Mincom Ellipse Payroll Management .............................................................................................. 34 Mincom Ellipse Employee Self-Service ........................................................................................... 35

Chapter 5 Mincom Ellipse Maintenance Stream 37

Mincom Ellipse Maintenance Familiarisation .................................................................................. 38 Mincom Ellipse Core Asset Management ....................................................................................... 39 Mincom Ellipse Core Work Management ........................................................................................ 40 Mincom Ellipse Planning and Scheduling ....................................................................................... 41 Mincom Ellipse Customer Work Management ................................................................................ 42 Mincom Ellipse Equipment Tracing ................................................................................................. 44 Mincom Ellipse Condition Monitoring .............................................................................................. 46 Mincom Ellipse Material Demand Management ............................................................................. 47 Mincom Ellipse Permit to Work ....................................................................................................... 48 Mincom Ellipse Inspections, Defects and Asset Survey ................................................................. 49

Contents

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Chapter 6 Materials Stream 51

Mincom Ellipse Materials Familiarisation ........................................................................................ 52 Mincom Ellipse Cataloguing ............................................................................................................ 53 Mincom Ellipse Stores ..................................................................................................................... 54 Mincom Ellipse Warehouse Processes and Requisitions ............................................................... 55 Mincom Ellipse Purchasing Goods and Services Management ..................................................... 56 Mincom Ellipse Disposals Management ......................................................................................... 57 Mincom Ellipse Transport Consolidation ......................................................................................... 58 Mincom Ellipse Forward Purchasing Agreements .......................................................................... 59 Mincom Ellipse Repairable Item Management................................................................................ 60 Mincom Ellipse Global Purchasing Agreements ............................................................................. 61 Mincom Ellipse Advanced Warehousing ......................................................................................... 62 Mincom Ellipse Supply Customer Management ............................................................................. 63 Mincom Ellipse Entitlements ........................................................................................................... 64

Chapter 7 Mincom Ellipse Technical Stream 65

Mincom Ellipse Server Administration ............................................................................................. 66

Chapter 8 Mincom Ellipse Reporting Courses 69

Introduction to Mincom Ellipse Reporting ........................................................................................ 70 Mincom Ellipse Reporting Universe Design .................................................................................... 71 Mincom Ellipse Reporting Administration and Security .................................................................. 72

Chapter 9 Mincom Work Planner Stream 73

Mincom Work Planner Basics ......................................................................................................... 74 Mincom Work Planner Estimate Scheduling ................................................................................... 76

Chapter 10 Link One 77

Mincom LinkOne Basic Publisher ................................................................................................... 78 Mincom LinkOne Advanced Publisher ............................................................................................ 79

Mincom Ellipse General Stream

In This Chapter Mincom Ellipse Foundation ................................................................................................... 4 Mincom Ellipse Functional System Administration ................................................................ 5

C H A P T E R 1

Mincom 6.3 Full Course Catalogue

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Mincom Ellipse Foundation

Mincom Ellipse Foundation

Course ID: GE-02, Ellipse 6.3; Stream: General

Course Description: All new Ellipse users will receive an introduction to the system, its integration, and key concepts. Participants will be able to navigate, search, and review data within Ellipse and, through practical exercises, explore the integration of Ellipse across business streams.

Course Length: 1 ½ days

Intended Audience: All new Mincom Ellipse users.

Prerequisites: No Mincom Ellipse knowledge required. ERP systems experience recommended.

Modules Included: • 3001 – General • 3620 – Work Orders • 3870 – Position Management • 3910 – Journals

• 3140 – Stores • 3260 – Accounts Payable • 3901 - Journal Holding

Objectives: On completion of this course, you will be able to:

• Use Mincom Ellipse Online Help (OH) • Identify the Mincom Ellipse business streams • Navigate within Mincom Ellipse • Identify the concepts of system, district, and warehouse controls • Search for and review data in Mincom Ellipse • Maintain diary messages • Identify key Position Management elements • Create a work order • Create a warehouse requisition • Create a purchase requisition • Approve transactions • Run and review Mincom Ellipse Reporting (MER) reports

Outcomes: Identify key concepts of Mincom Ellipse.

Registration: To register an expression of interest in course attendance, email [email protected].


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Mincom Ellipse Functional System Administration

Mincom Ellipse Functional System Administration

Course ID: GE-03, Ellipse 6.3; Stream: General

Course Description: The Mincom Ellipse Functional System Administration course focuses on the management and configuration settings of the front end of the Ellipse application (technical system administration is addressed in the Technical Training).

Course Length: 4 days

Intended Audience: All individuals associated with non-technical system administration, implementation or consulting.

Prerequisites: Mincom Ellipse Foundation Course. Basic understanding of client-server architecture. Familiarity with the Ellipse functional streams and basic objects.

Modules Included: • 3001 - General


• Identify key concepts of Functional System Administration • Describe the use of District, System and Warehouse controls and

associated table files • Maintain Mincom Ellipse tables and associated table codes • Describe the role of the Functional System Administrator • Configure and maintain security profiles and menus • Administer MSO and MSQ security • Set up and review global and program files • Maintain Mincom Ellipse Position Management • Maintain sign-on profiles for employees • Maintain Mincom Ellipse devices • Manage reports • Control reference codes • Archive and restore Mincom Ellipse data from an extracted archive

selection list

Outcomes: Perform Functional System Administration within Mincom Ellipse.


Mincom Ellipse Finance Stream

In This Chapter Mincom Ellipse Financials Familiarisation ............................................................................. 8 Mincom Ellipse Financial Accounting Tools .......................................................................... 9 Mincom Ellipse Management Accounting ............................................................................. 10 Mincom Ellipse Accounts Payable ........................................................................................ 11 Mincom Ellipse Project Control ............................................................................................. 12 Mincom Ellipse Utilities Asset Accounting ............................................................................. 13 Mincom Ellipse Fixed Assets ................................................................................................. 14 Mincom Ellipse Plan/Actual Statistics for Accountants ......................................................... 15 Mincom Ellipse Accounts Receivable .................................................................................... 16 Mincom Ellipse Labour Costing ............................................................................................. 17 Mincom Ellipse Contracts Management ................................................................................ 18

C H A P T E R 2


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Mincom Ellipse Financials Familiarisation

Mincom Ellipse Financials Familiarisation

Course ID: FI-00, Ellipse 6.3; Stream: Finance

Course Description:

The Mincom Ellipse Finance Familiarisation course provides participants with conceptual and working knowledge of the financial modules provided by Ellipse. The course is designed for both employees and supervisors, so that both groups know who is responsible for what, and what the accounting processes are.

Course Length: 1 day

Intended Audience: Those requiring a high-level understanding of the financials functionality of the Mincom Ellipse system.

Prerequisites: • GE-02 - Mincom Ellipse Foundation

Modules Included: • 3260 - Accounts Payable • 3620 - Work Orders • 3850 - Labour Costing • 3920 - Chart of Accounts


• Identify components of the chart of accounts • Describe costing in Ellipse • Describe the integration between Financials and the other Ellipse streams

Outcomes: Identify key concepts of Financials and recognise business stream integration within Mincom Ellipse.



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Mincom Ellipse Financial Accounting Tools

Mincom Ellipse Financial Accounting Tools


Course Description:

The Mincom Ellipse Financial Accounting Tools course provides participants with conceptual and working knowledge of financial accounting tools provided by Ellipse. The course is designed for both employees and supervisors, so that both groups know who is responsible for what, and what the accounting processes are.


Intended Audience: Those individuals responsible for maintaining a chart of accounts, analysing and reconciling accounts, or managing the financial accounting function.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • FI-00 – Finance Familiarisation

Modules Included: • 3901 - Journal Holding • 3910 - Journals

• 3920 - Chart of Accounts • 3990 - General Ledger


• Understand general ledger codes • Understand cost centres and cost centre segments • Understand expense elements • Understand posting accounts • Understand user-defined subledgers • Understand colloquials • Understand basic journals • Understand standing journals • Understand reallocation journals • Understanding transaction reviews • Understand posted accounting transaction amendments

Outcomes: Use Financial Accounting Tools within Mincom Ellipse.



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Mincom Ellipse Management Accounting

Mincom Ellipse Management Accounting


Course Description:

Mincom Ellipse offers accountants and managers powerful tools to formulate budgets, as well as to analyse and interpret financial data. Trainees will maintain budgets and online review formats. Trainees will also maintain accounts relationships for account summarisation.


Intended Audience: Those individuals responsible for creating and maintaining operating budgets, analysing and reporting account balances, or managing the accounting function.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • FI-00 - Finance Familiarisation • FI-01 - Mincom Ellipse Financial Accounting Tools

Modules Included: • 3901 - Journal Holding • 3910 - Journals • 3920 – Chart of Accounts

• 3960 – Management Accounting

• 3980 – Plan/Actual Statistics • 3990 - General Ledger


• Work with budget types and assumptions • Work with posting accounts and statistics • Work with budget values • Describe account relationships • Perform online enquiries • Work with multiple currencies and translate account balances • Perform month-end and year-end processing

Outcomes: Perform Management Accounting within Mincom Ellipse.



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Mincom Ellipse Accounts Payable

Mincom Ellipse Accounts Payable


Course Description:

The Mincom Ellipse Accounts Payable course takes trainees through the full accounts payable cycle, from processing and approving invoices to processing payments.


Intended Audience: Those individuals responsible for processing invoices, managing the accounts payable function.


Modules Included: • 3001 – General • 3140 – Stores • 3201 – Supplier Information

• 3210 – Purchasing • 3260 – Accounts Payable • 3280 – Payment Processing


• Process and review invoices • Process payment runs • Cancel cheques • Create manual cheques • Carry out accounts-payable reporting functions

Outcomes: Perform accounts payable administration within Mincom Ellipse.



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Mincom Ellipse Project Control

Mincom Ellipse Project Control


Course Description:

Mincom Ellipse enables major operational and capital expenditures to be controlled independently of the normal organisational reporting hierarchy. Mincom Ellipse Projects support both engineering and accounting requirements. Actual costs, commitments, and budget amounts are automatically accumulated up the project hierarchy.


Intended Audience: Those individuals responsible for managing project costs or managing the physical work related to projects.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • FI-00 - Finance Familiarisation • FI-02 - Mincom Ellipse Management Accounting

Modules Included: • 3140 – Stores • 3210 – Purchasing • 3260 – Accounts Payable • 3620 – Work Orders • 3660 – Project Control • 3680 – Fixed Assets

• 3850 – Labour Costing • 3901 - Journal Holding • 3910 - Journals • 3920 – Chart of Accounts • 3970 – Cost Categories


• Create project hierarchies • Create cost categories • Review project costs and commitments

Outcomes: Perform Project Control within Mincom Ellipse.



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Mincom Ellipse Utilities Asset Accounting

Mincom Ellipse Utilities Asset Accounting


Course Description:

Mincom Ellipse offers a utilities accounting module that controls a company’s utilities assets and calculates depreciation for those assets. The module provides facilities to unitise, capitalise, and review the costs of materials, labour, and equipment charges associated with capital work.


Intended Audience: Those individuals responsible for maintaining utilities assets or managing the utilities asset function.


Modules Included: • 3101 – Catalogue • 3140 – Stores • 3210 – Purchasing • 3260 – Accounts Payable • 3660 – Project Control • 3680 – Fixed Assets

• 3850 – Labour Costing • 3901 - Journal Holding • 3910 - Journals • 3920 – Chart of Accounts • 3930 – Utilities Asset Accounting • 3970 – Cost Categorisation


• Maintain account profiles • Maintain business categories • Maintain property units • Maintain bills of property units (BPU) • Unitise and capitalise BPUs • Maintain the mass and specific assets on the continuous property record

Outcomes: Perform the asset accounting function within Mincom Ellipse for companies involved in a utilities market.



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Mincom Ellipse Fixed Assets

Mincom Ellipse Fixed Assets


Course Description:

Mincom Ellipse Fixed Assets functionality provides the tools to control a company’s fixed assets and to calculate depreciation for those assets. Trainees will maintain the fixed asset register and sub-assets. Trainees will also create financial transactions related to capitalisation, depreciation, and disposal of assets.


Intended Audience: Those individuals responsible for maintaining and reconciling fixed assets or managing the fixed asset function.


Modules Included: • 3630 – Equipment History and Costing • 3680 – Fixed Assets • 3901 - Journal Holding • 3910 - Journals • 3920 – Chart of Accounts


• Create account profiles • Maintain assets and subassets • Transfer/dispose of subassets • Generate depreciation expense transactions

Outcomes: Maintain and reconcile a fixed-assets register within Mincom Ellipse.



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Mincom Ellipse Plan/Actual Statistics for Accountants

Mincom Ellipse Plan/Actual Statistics for Accountants


Course Description:

The Mincom Ellipse Plan/Actual Statistics for Accountants course provides participants with the skills to maintain and use operating statistics for financial reporting.


Intended Audience: Those individuals responsible for processing general-ledger reallocations based on statistics or managing the budgeting function.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • FI-00 - Finance Familiarisation • FI-02 - Mincom Ellipse Management Accounting

Modules Included: • 3980 - Plan/Actual Statistics


• Identify plan/actual statistics • Maintain plan/actual statistics • Interpret and use plan/actual statistics

Outcomes: Perform financial reporting using operating statistics within Mincom Ellipse.



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Mincom Ellipse Accounts Receivable

Mincom Ellipse Accounts Receivable


Course Description:

The Mincom Ellipse Accounts Receivable course takes participants through the full accounts receivable cycle, from the creation of the organisation’s customers and raising of invoices, through to the receipt and allocation of payments. Mincom Ellipse Accounts Receivable module manages the detail of money owed by an organisation’s customers.


Intended Audience: Those individuals responsible for applying payments to invoices or managing the accounts receivable function.


Modules Included: • 3501 - Customer Information • 3560 - Accounts Receivable


• Maintain customer information • Maintain pricing codes • Manage customer invoicing • Manage customer credit notes • Perform cash receipting • Carry out AR reviews and reporting

Outcomes: Perform accounts receivable administration within Mincom Ellipse.



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Mincom Ellipse Labour Costing

Mincom Ellipse Labour Costing


Course Description:

Mincom Ellipse Labour Costing allows the most accurate collection of labour and labour-burden costs to be captured for projects and work orders. Trainees will:

• maintain labour classifications, as well as labour and burden rates. • process labour transactions to projects and work orders for cost

accumulation and analysis.


Intended Audience: Those individuals responsible for processing labour transactions, analysing project and/or work-order costs, and managing the project costing or work-order costing function.

Prerequisites: • GE-02 - General Foundation • FI-05 - Mincom Ellipse Project Control

Modules Included: • 3620 - Work Orders • 3660 - Project Control • 3850 - Labour Costing • 3901 - Journal Holding

• 3910 - Journals • 3920 - Chart of Accounts • 3970 - Cost Categories


• Create labour classifications • Create labour oncosts • Review labour transactions against projects, work orders, and equipment

Outcomes: Perform labour costing for projects and work orders within Mincom Ellipse.



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Mincom Ellipse Contracts Management

Mincom Ellipse Contracts Management


Course Description:

The Mincom Ellipse Contracts Management module is designed to support the management and administration of works, service, and supply contracts as well as consultant engagements. Contract types from major construction to minor works and consulting engagements can be administered through the system. These contracts can be lump-sum, schedule-of-rates, or a combination of these. The module consists of online applications to record the contract details, contract items, variations, and valuations from its creation to its completion.


Intended Audience: Those individuals responsible for processing contracts and contract invoices or the contract management function.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • FI-00 - Finance Familiarisation

Modules Included: • 338A - Advanced Contract Administration


• Invite and record tenders • Evaluate, adjust, and review tenders • Maintain contracts and contract variations • Create a contract valuation • Maintain contract invoices

Outcomes: Manage contracts within Mincom Ellipse.


Mincom Ellipse Human Resources Stream

In This Chapter Mincom Ellipse Personnel Familiarisation ............................................................................. 20 Mincom Ellipse Position Management .................................................................................. 21 Mincom Ellipse Training Management .................................................................................. 22 Mincom Ellipse Recruitment Management ............................................................................ 23 Mincom Ellipse Personnel Administration ............................................................................. 24 Mincom Ellipse Health, Safety, Social Responsibility, and Environment .............................. 25 Mincom Ellipse Workers Compensation ................................................................................ 27 Mincom Ellipse Salary Administration ................................................................................... 28

C H A P T E R 3


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Mincom Ellipse Personnel Familiarisation

Mincom Ellipse Personnel Familiarisation

Course ID: HR-00, Ellipse 6.3; Stream: HR/Payroll

Course Description: The Mincom Ellipse Personnel Familiarisation course provides participants with conceptual knowledge of the Mincom Ellipse Human Resources system.

Course Length: 1/2 day

Intended Audience: Implementation team members and new end-users responsible for management and administration of personnel records, health and safety records and processes, compensation management and supervision, and training management.

Prerequisites: GE-02 - Mincom Ellipse Foundation

Modules Included: • 3870 - Position Management • 3760 - Personnel Administration • 3770 - Training Management • 3510 - Health, Safety, Social Responsibility, and Environment • 3530 - Workers Compensation • 3795 - Performance Management • 3790 - Resourcing


• Discuss the purpose of each key Mincom Ellipse Human Resource module • Describe the Human Resource process from management of positions

through retirement • Explain the integration of Ellipse Human Resource modules and other

streams

Outcomes: Understanding of key concepts and components of the Mincom Ellipse Human Resources system capabilities.



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Mincom Ellipse Position Management

Mincom Ellipse Position Management


Course Description: The Mincom Ellipse Position Management course provides participants with the training to use the Mincom Ellipse Position Management module to maintain job profiles, primary reporting codes, positions, and hierarchy.


Intended Audience: Those individuals responsible for management and administration of personnel records or personnel practitioners.

Prerequisites: HR-00 - Mincom Ellipse Personnel Familiarisation

Modules Included: • 3870 - Position Management


• Create positions • Maintain job evaluation details, context, and objectives • Maintain job details, profiles, duties, and selection criteria • Create job requirement details • Create and review primary reporting codes • Create and modify a hierarchy • Modify position authorities • Maintain position objectives, duties, and costing details • Review position management reports

Outcomes: Perform position management within Mincom Ellipse.



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Mincom Ellipse Training Management

Mincom Ellipse Training Management


Course Description: The Mincom Ellipse Training Management course provides participants with the ability to use the Mincom Ellipse Training Management module to manage training courses, sessions, training programs, employee training plans, and attendee details.


Intended Audience: Those individuals responsible for management and administration of training records.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • HR-00 - Mincom Ellipse Personnel Familiarisation

Modules Included: • 3770 - Training Management


• Create and maintain training course, session, and event details • Create and maintain equipment, outcome, and trainer details • Create and maintain training programs and employee training plans • Maintain training course attendee nominations, confirmations, and results • Review the benefits of integrating Training Management with other Ellipse

modules

Outcomes: Manage training courses, sessions, and attendee details within Mincom Ellipse.



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Mincom Ellipse Recruitment Management

Mincom Ellipse Recruitment Management


Course Description: The Mincom Ellipse Recruitment Management course provides participants with the training to use the Mincom Ellipse Recruitment Management module for recruitment tasks.


Intended Audience: Those individuals responsible for recruitment management and supervision.

Prerequisites: HR-00 - Mincom Ellipse Personnel Familiarisation

Modules Included: • 3780 - Recruitment


• Create and maintain a position vacancy • Create employee and non-employee applicant details • Create applicant details • Match and appoint applicants

Outcomes: Perform recruitment tasks within Mincom Ellipse.



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Mincom Ellipse Personnel Administration

Mincom Ellipse Personnel Administration


Course Description: The Mincom Ellipse Personnel Administration course provides participants with the training to use the Mincom Ellipse Personnel Administration module for personnel management, resourcing (competencies), and performance appraisals.


Intended Audience: Those individuals responsible for management and administration of personnel records and personnel practitioners.


Modules Included: • 3730 - Resourcing • 3820 - Payroll Management • 3760 - Personnel Administration • 3795 - Performance Appraisal


• Create and maintain employee details • Create and maintain non-employee resource details • Maintain personnel details and conduct information • Manage employee status • Create resource classes, type details, and groups • Maintain employee performance appraisal • Review personnel reports

Outcomes: Process and manage the Mincom Ellipse personnel database on a daily basis.



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Mincom Ellipse Health, Safety, Social Responsibility, and Environment

Mincom Ellipse Health, Safety, Social Responsibility, and Environment


Course Description: The Mincom Ellipse Health, Safety, Social Responsibility, and Environment course provides participants with the training to create and maintain records for any kind of related event. You can create risk ratings and perform preventative analyses, and identify immediate and basic causes for events. You can explain automatic corrective action notification messages, and maintain sign-off details.


Intended Audience: Those individuals responsible for health, safety, social responsibility, and environment management and supervision.


Modules Included: • 3510 - Health and Safety • 3515 - Event and Budgeting Analysis • 3516 - Environment, Social, and Loss Management • 3520 - Medical and Rehabilitation Management • 3770 - Training Management • 3620 - Work Orders


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• Configure Health, Safety, Social Responsibility and Environment • Create employees and non-employees • Configure corrective action message rules • Review system and district controls • Review tables files

• Explain the Loss Causation model • Create event records • Create the loss information

• Create event people details • Create event equipment details • Create event process loss details • Create event environmental impact details • Create event social responsibility details

• Create event category details • Create the event investigation history details • Create the medical and rehabilitation details

• Create event injury details • Create event medical details • Create event medical test details

• Create event rehabilitation plan details • Conduct risk analysis and create reporting dates • Create reporting classification details • Create immediate and basic cause details • Create preventative action details • Explain preventative action notifications • Create event sign-off records • Perform HSSE benchmarking tasks

Outcomes: Manage workplace health, safety, social responsibility, and environment details within Mincom Ellipse.



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Mincom Ellipse Workers Compensation

Mincom Ellipse Workers Compensation


Course Description: The Mincom Ellipse Workers Compensation course provides participants with the training to use the Mincom Ellipse Workers Compensation module to manage and administer workers compensation tasks.


Intended Audience: Those individuals responsible for workers compensation management and supervision.


Modules Included: • 3530 - Workers Compensation


• Identify the relevant terms and processes in the Workers Compensation module

• Configure and maintain workers compensation details • Review claim selection • Maintain recovery types • Review and maintain workers compensation statistics

Outcomes: Manage workers compensation details within Mincom Ellipse.



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Mincom Ellipse Salary Administration

Mincom Ellipse Salary Administration


Course Description: The Mincom Ellipse Salary Administration course provides participants with the training to use the Mincom Ellipse Salary Administration module to perform salary administration tasks.


Intended Audience: Those individuals responsible for management and administration of personnel records and compensation management and supervision.


Modules Included: • 3785 - Salary Administration


• Identify terms and processes relating to the Salary Administration module • Create and modify employee salary packages • Create and delete employee reimbursements • Load and update employee salary reviews and PRC budgets

Outcomes: Perform salary administration tasks within Mincom Ellipse.


Payroll Stream

In This Chapter Mincom Ellipse Payroll Familiarisation .................................................................................. 30 Mincom Ellipse Time Management ....................................................................................... 31 Mincom Ellipse Benefits Administration ................................................................................ 32 Mincom Ellipse Payroll Configuration .................................................................................... 33 Mincom Ellipse Payroll Management .................................................................................... 34 Mincom Ellipse Employee Self-Service ................................................................................. 35

C H A P T E R 4


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Mincom Ellipse Payroll Familiarisation

Mincom Ellipse Payroll Familiarisation

Course ID: PY-00, Ellipse 6.3; Stream: HR/Payroll

Course Description: The Mincom Ellipse Payroll Familiarisation course provides participants with conceptual knowledge of the Ellipse Payroll system, and how it functions as an integrated system.

Course Length: 1/2 day

Intended Audience: Those individuals responsible for payroll management and administration of personnel records, employee timekeeping and rostering, payroll implementation, and remuneration/benefits management and supervision.


Modules Included: • 3760 - Personnel Administration • 3820 - Payroll Management • 3880 - Absence Management • 3890 - Time Management


• Identify the Ellipse Payroll modules required to complete a process • Identify the integration between the Payroll stream and other streams • Identify the purpose of each key Payroll module

Outcomes: Understanding of the key concepts and components of the Mincom Ellipse Payroll system capabilities.



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Mincom Ellipse Time Management

Mincom Ellipse Time Management


Course Description: The Mincom Ellipse Time Management course provides participants with the knowledge to configure and process time and attendance transactions on a daily basis using the relevant Mincom Ellipse applications.


Intended Audience: Those individuals responsible for payroll management, supervision and administration, HR/Payroll implementation, or employee timekeeping and rostering.

Prerequisites: PY-00 - Mincom Ellipse Payroll Familiarisation

Modules Included: • 3890 - Time Management • 3850 - Labour Costing


• Configure the system controls and table files associated with the Time Management and Labour Costing modules

• Maintain pay group processing schedules and pay run authorisations tables • Create and review roster work codes • Create, modify, and predict roster patterns • Create and review time management controls • Create and review daily award code • Create and maintain pay groups • Create and maintain an employee roster • Process a payroll update • Create and maintain multiple employee timesheet transactions • Create an employee exception transaction • Create and maintain multiple employee leave requests • Maintain employee higher duties

Outcomes: Configure and process time and attendance transactions and review labour costing using Mincom Ellipse applications.



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Mincom Ellipse Benefits Administration

Mincom Ellipse Benefits Administration


Course Description: The Mincom Ellipse Benefits Administration course provides participants with the knowledge to create and maintain benefit types, plans, and programs using the Mincom Ellipse Benefits Administration module.


Intended Audience: Those individuals responsible for employee benefits administration, employee benefits management and supervision, HR/Payroll implementation, or Mincom Ellipse HR business consulting.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • PY-00 - Mincom Ellipse Payroll Familiarisation

Modules Included: • 3845 - Benefits Administration • 3801 - Payroll Configuration


• Create and maintain benefit types, plans, and programs including plans with different enrolment categories

• Create and maintain an employee’s benefit plan details, including plan accumulator details

• Maintain health plans, life/disability plans, and section 125 plans • Maintain enrolment information, and maintain an open enrolment period • Generate reports relating to employee benefits and benefit plans • Review the necessary information that must be created and maintained in

the Payroll module in order to run a complete payroll update process

Outcomes: Process and manage benefits for employees on a daily basis within Mincom Ellipse.



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Mincom Ellipse Payroll Configuration

Mincom Ellipse Payroll Configuration


Course Description: The Mincom Ellipse Payroll Configuration course provides participants with the knowledge to formulate rules and configure payroll and absences within Mincom Ellipse.


Intended Audience: Those individuals responsible for payroll administration, payroll management, payroll supervision, payroll implementation, Mincom Ellipse HR business consulting, Human Resources administration, or timekeeping.


Modules Included: • 3801 - Payroll Configuration • 3820 - Payroll Management • 3880 - Absence Management

• 3840 - Higher Duties • 3890 - Time Management • 3895 - Retrospective Payments


• Configure system controls and table files associated with the payroll modules

• Configure earnings and deduction codes, employee terms of employment rules, and employee pay rate requirements

• Understand the rules supporting service and experience payments, higher duty payments, payslip and message controls, and pay function and disbursement controls

• Create, maintain, and review employee’s payroll details, including general payroll details, fixed allowances and deductions, banking details, taxation details, and rates of pay

• Understand the configuration of the Absence Management module, including leave types and accruals, leave loading, and leave entitlements that display on payslips

Outcomes: Configure payroll and absences within Mincom Ellipse.



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Mincom Ellipse Payroll Management

Mincom Ellipse Payroll Management


Course Description: The Mincom Ellipse Payroll Management course provides participants with the knowledge to process and manage payroll and absences within Mincom Ellipse.


Intended Audience: Those individuals responsible for payroll administration, payroll management, payroll supervision, Mincom Ellipse HR business consulting, HR administration/timekeeping, or HR administration/timekeeping.


Modules Included: • 3820 - Payroll Management • 3880 - Absence Management • 3280 - Payment Processing • 3890 - Time Management • 3840 - Higher Duties • 3895 - Retrospective Payments


• Transfer employees to different pay groups, awards, and physical locations • Process payroll previews and updates to calculate payments to employees

by cash, cheque, and multiple financial institution accounts • Process payment summaries at the end of each year and produce required

year end reports • Create, maintain, and review employee’s leave details and history

Outcomes: Process and manage payroll and absences within Mincom Ellipse.



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Mincom Ellipse Employee Self-Service

Mincom Ellipse Employee Self-Service


Course Description: The Mincom Ellipse Employee and Manager Self-Service course provides participants with conceptual and working knowledge of the self-service features provided by Ellipse. The course is designed for both employees and supervisors, so that both groups know who is responsible for what, and what the self-service processes are.


Intended Audience: Employees and supervisors who manage leave, training, and benefits.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • HR-00 - Personnel Familiarisation

Modules Included: • 3820 - Payroll Management • 3770 - Training Management • 3845 - Benefits Administration • 3880 - Absence Management • 3760 - Personnel Administration


• Maintain Personal Information • Maintain Work Information • Maintain Leave Information • Maintain Timekeeping Information • Maintain Development Information • Review Payroll Information • Maintain Benefits Information

Outcomes: Review and maintain personal, position, leave, training, and payroll information.


Mincom Ellipse Maintenance Stream

In This Chapter Mincom Ellipse Maintenance Familiarisation ........................................................................ 38 Mincom Ellipse Core Asset Management ............................................................................. 39 Mincom Ellipse Core Work Management .............................................................................. 40 Mincom Ellipse Planning and Scheduling ............................................................................. 41 Mincom Ellipse Customer Work Management ...................................................................... 42 Mincom Ellipse Equipment Tracing ....................................................................................... 44 Mincom Ellipse Condition Monitoring .................................................................................... 46 Mincom Ellipse Material Demand Management .................................................................... 47 Mincom Ellipse Permit to Work ............................................................................................. 48 Mincom Ellipse Inspections, Defects and Asset Survey ....................................................... 49

C H A P T E R 5


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Mincom Ellipse Maintenance Familiarisation

Mincom Ellipse Maintenance Familiarisation

Course ID: MN-00, Ellipse 6.3; Stream: Maintenance

Course Description: The Mincom Ellipse Maintenance Familiarisation course provides participants with conceptual knowledge of the Mincom Ellipse Maintenance system. This course is a combination of lecture and demonstrations providing knowledge of Mincom Ellipse maintenance functionality.


Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management and maintenance consulting, supervision, planning, asset management, and maintenance engineering.

Prerequisites: • GE-02 - Mincom Ellipse Foundation

Modules Included: • 3130 - Application Parts Lists • 3301 - Fluid Management • 3340 - Condition Monitoring • 3401 - Operating Statistics • 3430 - Production Statistics • 3540 - Work Requests • 3601 - Equipment Register • 3605 - Nameplates • 3610 - Equipment Group Identifier • 3620 - Work Orders • 3630 - Equipment History & Costing

• 3645 - Permit to Work • 3650 - Equipment Tracing • 3655 - Job Estimating • 3660 - Project Control • 3690 - Standard Jobs • 3695 - Job Packaging • 3701 - Maintenance

Scheduling • 3705 - Work Manager • 3715 - Material Demand

Management • 3720 - Work Groups


• Identify the Mincom Ellipse Maintenance modules required to complete a process

• Explain the integration between Maintenance and other streams • Identify the purpose of each key Maintenance module

Outcomes: Understanding of key concepts and components of the Mincom Ellipse Maintenance system capabilities and preparation for hands-on training.



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Mincom Ellipse Core Asset Management

Mincom Ellipse Core Asset Management


Course Description: The Mincom Ellipse Core Asset Management course trains participants in the use of Mincom Ellipse so that they may maximise asset usage by monitoring asset status and performance, receiving key condition measurements and recommending the most appropriate maintenance strategies.


Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, Work Management consulting, Maintenance consulting, planning, asset management or Maintenance engineering.

Prerequisites: • MN-00 - Mincom Ellipse Maintenance Familiarisation • GE-02 - Mincom Ellipse Foundation

Modules Included: • 3130 - Application Parts Lists • 3601 - Equipment Register • 3605 - Nameplates • 3610 - Equipment Group Identifier • 3630 - Equipment History and Costing • 3650 - Equipment Tracing


• Create and identify equipment • Identify grouping mechanisms available for equipment • Build a structured numbering system • Build and apply equipment nameplate attributes

Outcomes: Obtain the working knowledge and practical skills to manage assets using Mincom Ellipse.



40

Mincom Ellipse Core Work Management

Mincom Ellipse Core Work Management


Course Description: The Mincom Ellipse Core Work Management course provides participants with an understanding of the Mincom Ellipse Work Order module and the basic building blocks involved in the management of maintenance work system.


Intended Audience: Those individuals responsible for operating or maintaining equipment planning, asset management, maintenance engineering, work management, maintenance consulting, planning, or scheduling work.

Prerequisites: • MN-00 - Maintenance Familiarisation • MN-01 - Mincom Ellipse Core Asset Management • GE-02 - Mincom Ellipse Foundation

Modules Included: • 3610 - Equipment Group Identifier • 3615 - Maintenance Strategy Support System • 3620 - Work Orders • 3690 - Standard Jobs • 3720 - Work Groups • 3740 - Daily Planner


• Review and select equipment • Raise standalone work orders • Create and maintain standard jobs • Build work order estimated costs through requirements • Create work groups and crews • Utilise maintenance strategy support data in a work order closure

Outcomes: Perform work order management in Mincom Ellipse.



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Mincom Ellipse Planning and Scheduling

Mincom Ellipse Planning and Scheduling


Course Description: The Mincom Ellipse Planning and Scheduling course builds on the Mincom Ellipse Core Work Management course by bringing together the building blocks of work management and using them in a full planning and scheduling process. The course provides participants with an understanding of the Mincom Ellipse tools used to review planned work from the many triggers in Mincom Ellipse such as calendar-based maintenance, statistic-based maintenance and unplanned maintenance. Participants learn how to balance resource commitments and schedule a final list of work to be accomplished.


Intended Audience: Those individuals responsible for planning or scheduling work, operating or maintaining equipment, monitoring equipment performance and availability, asset management, maintenance engineering, work management or maintenance consulting.

Prerequisites: • MN-00 - Maintenance Familiarisation • MN-02 - Mincom Ellipse Core Work Management • GE-02 - Mincom Ellipse Foundation

Modules Included: • 3001 - General • 3401 - Operating Statistics • 3601 - Equipment Register • 3620 - Work Orders • 3690 - Standard Jobs

• 3701 - Maintenance Scheduling • 3705 - Work Manager • 3720 - Work Groups • 3740 - Daily Planner


• Build routine maintenance schedules • Build schedules based on operating statistics • Schedule planned and unplanned work • Balance work loads between groups • Forecast, commit, and reschedule work • Review committed work • Execute and close work

Outcomes: Perform work management of planned and unplanned work within Mincom Ellipse.



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Mincom Ellipse Customer Work Management

Mincom Ellipse Customer Work Management


Course Description: Customer work management is a suite of Mincom Ellipse modules that provide the functionality needed to manage any task, from high volume simple requests such as a call centre operation, through to complex projects that extend over many years and cost many millions of dollars. The Mincom Ellipse Customer Work Management course provides participants with an understanding of the capabilities of the compatible unit and estimating facilities, and the efficiency of the work packaging functions.


Intended Audience: Those individuals responsible for planning and optimising high volume tasks, building and managing projects, work management and maintenance consulting, asset management, or maintenance engineering.

Prerequisites: • MN-00 - Mincom Ellipse Maintenance Familiarisation • GE-02 - Mincom Ellipse Foundation

Modules Included: • 3540 - Work Requests • 3620 - Work Orders • 3625 - Job Dispatch • 3629 - Notifications • 3635 - Compatible Units • 3655 - Job Estimating • 3695 - Job Packaging


43


• Create and review locations, requestors, and work requests • Create simple and hierarchical compatible units • Add and delete items from a compatible unit • Include existing compatible units into a compatible unit hierarchy • Review compatible units • Create a standard job estimate • Modify and delete a job estimate • Create job estimates from work orders and standard jobs • Develop a job estimate hierarchy • Include a compatible unit into a job estimate • Change the status of a job estimate • Review job estimates • Create job packages • Review job packages • Create job dispatches • Schedule work orders for job dispatch • Review job dispatches

Outcomes: Perform customer work management within Mincom Ellipse.



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Mincom Ellipse Equipment Tracing

Mincom Ellipse Equipment Tracing


Course Description: The Mincom Ellipse Equipment Tracing module traces equipment items through their life-cycle of purchase, fitment, defittment, rebuild, and repair. In the Mincom Ellipse Equipment Tracing course, participants learn how to build equipment profiles, understand the process of fitting, defitting, and rebuilding traceable items of equipment, and review the history of these actions. Integration with the Equipment Register and Operating Statistics modules is also reviewed as the full impact of tracing equipment is explored. The Equipment History and Costing module will be introduced by displaying history of equipment both in relation to Equipment Tracing and other maintenance activities.


Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management, maintenance consulting, planning, asset management, or maintenance engineering.

Prerequisites: • MN-00 - Maintenance Familiarisation • MN-03 - Mincom Ellipse Planning and Scheduling • GE-02 - Mincom Ellipse Foundation

Modules Included: • 3001 - General • 3401 - Operating Statistics • 3601 - Equipment Register • 3610 - Equipment Group Identifiers • 3620 - Work Order • 3630 - Equipment History and Costing • 3650 - Equipment Tracing


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• Configure equipment to be traced • Create EGI/equipment profiles • Trace equipment through fitment, defitment, rebuilding, and repairing (in-

situ/off site) • Review equipment tracing history and costs • Module provides ability to trace equipment through lifecycle of purchase,

fitment, defitment, rebuild and repair • Captures all action taken against an equipment • Accumulates equipment operating statistics, to ensure MSTs are performed

as required • Efficiently manage and track rotable stock

Outcomes: Trace equipment life-cycles within Mincom Ellipse.



46

Mincom Ellipse Condition Monitoring

Mincom Ellipse Condition Monitoring


Course Description: The practice of condition-based monitoring and maintenance can be an invaluable tool in improving maintenance efficiency, safety and equipment use. The Mincom Ellipse Condition Monitoring course assists users in understanding Mincom Ellipse’s ability to maintain equipment condition measurements and alert personnel when pre-defined condition criteria have been met. The ability to monitor fluid expected and actual usages will also be discussed, as a piece of equipment’s performance can be directly monitored based on its usage of consumable products.


Intended Audience: Those individuals responsible for equipment life-cycle analysis, preventative maintenance programs, work management and maintenance consulting, planning, asset management, and maintenance engineering.

Prerequisites: • MN-00 - Maintenance Familiarisation • MN-03 - Mincom Ellipse Planning and Scheduling • GE-02 - Mincom Ellipse Foundation

Modules Included: • 3301 - Fluid Management • 3340 - Condition Monitoring • 3601 - Equipment Register • 3650 - Equipment Tracing


• Build condition monitoring sets • Record condition measurements • Build standard work templates for condition based maintenance • Build fluid usage profiles for equipment • Recording and analysis of equipment condition • Prevention of equipment failure • Initiation of work orders based upon pre-set alarms • Prediction of equipment failure

Outcomes: Perform condition-based monitoring within Mincom Ellipse.



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Mincom Ellipse Material Demand Management

Mincom Ellipse Material Demand Management


Course Description: Efficient material availability for work is a key performance indicator in most asset intensive industries. The Mincom Ellipse Material Demand Management course provides participants with the knowledge to use the Material Demand Management tool for the analysis of material required for planned and scheduled tasks without needing to raise requisitions. It is used for work where the future workload can be accurately planned and where past material usage is not a reliable indicator of future demand.


Intended Audience: Buyers, procurement officers, and individuals responsible for planning and scheduling work.


Modules Included: • 3620 - Work Orders • 3715 - Material Demand Management


• Create, Maintain & Review Material Planning Groups • Maintain & Review Work Groups for a Material Planning Group • Maintain & Review Warehouses for a Material Planning Group • Delete Material Planning Groups • Create, Maintain, Review & Delete Material Planning Group Run

Parameters • Generate Reports

Outcomes: Perform Material Demand Management within Mincom Ellipse.



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Mincom Ellipse Permit to Work

Mincom Ellipse Permit to Work


Course Description: A critical component of maintenance activities, the Permit to Work module helps you to manage plant and equipment isolations. Asset maintenance activities require that the plant is fully isolated and safe before work commences The Mincom Ellipse Permit to Work course provides participants with an understanding of the permit functionality including officer in charge, isolation guides and sheets, and standard steps and blocks. The course will also reinforce previous work management topics by reviewing the Mincom Ellipse work order tools.


Intended Audience: Those individuals responsible for applying for permits to work, creating and maintaining permits to work, and planning and scheduling permits to work.


Modules Included: • 3645 - Permit to Work • 3620 - Work Orders


• Set up permit to work • Create and maintain applications for a permit to work • Create and maintain permits to work • Create and maintain isolation sheets • Create and maintain isolation guides and standard steps

Outcomes: Apply for, create, maintain, plan, and schedule permits to work within Mincom Ellipse.



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Mincom Ellipse Inspections, Defects and Asset Survey

Ellipse Inspections, Defects and Asset Survey

Course ID: MN-11

Course Description: This course provides the participants with an understanding of the function and use of Inspections, Defects and Asset surveys applications of Work Planner.


Intended Audience: Asset Managers involved with the inspections of Assets.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • MN-00 - Mincom Ellipse Maintenance Familiarisation • MN-01 - Mincom Ellipse Core Asset Management • MWP-01 - Mincom Work Planner Basics

Modules Included: • Mincom Work Planner


• Determine the Template Strategy • Maintain Attributes • Link Attributes to Entities • Manage Activity Scripts • Manage Audit Scripts • Maintain Activity Templates • Perform Activities in the Field • Perform Activities Online • Maintain Alarms and Defects Manager • Maintain Survey Manager

Outcomes: Ability to create and maintain inspections and audits for assets and perform related activities online and in the field. Ability to maintain alarms, defects, and survey results in Mincom Work Planner.


Materials Stream

In This Chapter Mincom Ellipse Materials Familiarisation .............................................................................. 52 Mincom Ellipse Cataloguing .................................................................................................. 53 Mincom Ellipse Stores ........................................................................................................... 54 Mincom Ellipse Warehouse Processes and Requisitions ..................................................... 55 Mincom Ellipse Purchasing Goods and Services Management............................................ 56 Mincom Ellipse Disposals Management ................................................................................ 57 Mincom Ellipse Transport Consolidation ............................................................................... 58 Mincom Ellipse Forward Purchasing Agreements ................................................................ 59 Mincom Ellipse Repairable Item Management ...................................................................... 60 Mincom Ellipse Global Purchasing Agreements ................................................................... 61 Mincom Ellipse Advanced Warehousing ............................................................................... 62 Mincom Ellipse Supply Customer Management ................................................................... 63 Mincom Ellipse Entitlements ................................................................................................. 64

C H A P T E R 6


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Mincom Ellipse Materials Familiarisation

Mincom Ellipse Materials Familiarisation

Course ID: ML-00, Ellipse 6.3; Stream: Materials

Course Description: The Mincom Ellipse Materials Familiarisation course provides participants with conceptual knowledge of the Mincom Ellipse Materials system.


Intended Audience: Those individuals responsible for implementation and supply-specific activities.


Modules Included: • 3001 - General • 3101 - Catalogue • 3120 - Inventory Tracking • 3140 - Stores • 3190 - Warehouse Management • 3201 - Supplier Information • 3210 - Purchasing


• Identify the Mincom Ellipse materials modules required to complete a process

• Explain the integration between the materials stream and the other streams • Identify the purpose of each key materials module

Outcomes: Understanding of key concepts and components of the Mincom Ellipse Materials system capabilities and preparation for hands-on training.



53

Mincom Ellipse Cataloguing

Mincom Ellipse Cataloguing


Course Description: The Mincom Ellipse Cataloguing Course provides participants with an understanding of the Mincom Ellipse functionality for creating, modifying and maintaining catalogue records. This module allows users to add an item of material (inventory or stock item) to a globally maintained supply catalogue and maintain the item of material.


Intended Audience: Those individuals responsible for cataloguing items or materials consulting.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • ML-00 - Materials Familiarisation

Modules Included: • 3001 - General • 3101 - Catalogue • 3140 - Stores


• Use group classes and item name codes • Create and maintain catalogued items • Process item merges • Change an item's units of measure • Archive catalogued items • Search and review stock codes

Outcomes: Perform catalogue functions within Mincom Ellipse.



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Mincom Ellipse Stores

Mincom Ellipse Stores


Course Description: The Mincom Ellipse Stores Inventory Management course provides participants with knowledge of Mincom Ellipse functionality for maintaining inventory, warehouse attributes, lead times and ROP/ROQ forecasts.


Intended Audience: Those individuals responsible for managing inventory control.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • ML-00 - Materials Familiarisation • ML-01 - Mincom Ellipse Cataloguing

Modules Included: • 3001 - General • 3101 - Cataloguing • 3140 - Stores • 3120 - Inventory Tracking • 3210 - Purchasing • 3260 - Accounts Payable


• Load stock codes into inventory using the Long and Short Form Loads • Maintain consignment stock • Process recommended orders • Perform a random stock take • Manage inventory updates

Outcomes: Manage stores inventory within Mincom Ellipse.



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Mincom Ellipse Warehouse Processes and Requisitions

Mincom Ellipse Warehouse Processes and Requisitions


Course Description: The Ellipse Warehouse Processes and Requisitions course provides participants with knowledge of Mincom Ellipse functionality for processing warehouse transactions and customer transactions.


Intended Audience: Those individuals responsible for warehouse management.


Modules Included: • 3001 - General • 3101 - Catalogue • 3140 - Stores (Warehouse and Customer portions) • 3210 - Purchasing • 3245 - Discrepancy Reporting • 3260 - Accounts Payable


• Create and modify requisitions • Issue requisitions • Receive goods • Return items to stock and to a supplier • Perform warehouse transfers • Maintain bin locations • Perform general warehouse reviews • Generate warehouse reports

Outcomes: Manage Warehouse Processes and Requisitions in Mincom Ellipse.



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Mincom Ellipse Purchasing Goods and Services Management

Mincom Ellipse Purchasing Goods and Services Management


Course Description: The Mincom Ellipse Purchasing Goods and Services Management course provides participants with the training to create and manage supplier records, work with catalogued and direct charge purchasing, receive services, and manage discrepancies.


Intended Audience: Those individuals responsible for purchasing, maintaining the supplier record, managing receipt discrepancies, materials consulting or business partners.

Prerequisites: • GE-02 - Mincom Ellipse Cataloguing • ML-00 - Materials Familiarisation

Modules Included: • 3101 - Catalogue • 3140 - Stores • 3201 - Supplier Information • 3210 - Purchasing • 3245 - Discrepancy Reporting • 3260 - Accounts Payable


• Identify the supplier, purchasing, and discrepancy report modules • Create a new supplier • Create and modify direct charge purchase requisitions/purchase orders • Create and modify catalogue item purchase requisitions/purchase orders

Outcomes: Obtain the working knowledge and practical skills to manage goods and services using Mincom Ellipse.



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Mincom Ellipse Disposals Management

Mincom Ellipse Disposals Management


Course Description: The Mincom Ellipse Disposals Management course provides participants with an understanding of Mincom Ellipse functionality for identifying disposal candidates using multiple parameters.


Intended Audience: Those individuals responsible for purchasing, inventory control or maintaining disposal items.

Prerequisites: • GE-02 - Mincom Ellipse Cataloguing • ML-00 - Materials Familiarisation • ML-03 - Mincom Ellipse Warehouse Process and Requisitioning

Modules Included: • 3001 - General • 3101 - Catalogue • 3140 - Stores • 3360 - Disposals


• Create disposal lists • Transfer bulk disposal lists • Create survey lists • Sentence survey items • Issue sentenced items

Outcomes: Perform Disposal Management within Mincom Ellipse.



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Mincom Ellipse Transport Consolidation

Mincom Ellipse Transport Consolidation


Course Description: The Mincom Ellipse Transport Consolidation course provides participants with an understanding of Ellipse functionality for operation of offsite receiving.


Intended Audience: Those individuals responsible for operating offsite receiving and transportation.

Prerequisites: • GE-02 - Mincom Ellipse Cataloguing • ML-00 - Materials Familiarisation • ML-03 - Mincom Ellipse Warehouse Processes and Requisitioning

Modules Included: • 3001 - General • 3101 - Catalogue • 3140 - Stores • 3155 - Transport Consolidation


• Maintain locations • Manage waybills and manifests • Manage containers and trips • Receive waybills and containers • Describe the processes used to track stock in transit

Outcomes: Perform Transport Consolidation Management within Mincom Ellipse.



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Mincom Ellipse Forward Purchasing Agreements

Mincom Ellipse Forward Purchasing Agreements


Course Description: The Mincom Ellipse Forward Purchasing Agreements (FPAs) course provides participants with an understanding of Mincom Ellipse functionality for creating, evaluating and selecting quotations for both stock and non-stock items. Trainees will also review relevant standard reports, and run batch programs to generate FPA data.


Intended Audience: Those individuals responsible for creating and managing Forward Purchasing Agreements or purchasing from a Forward Purchasing Agreement.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • ML-00 - Materials Familiarisation • ML-04 - Mincom Ellipse Goods and Services Management

Modules Included: • 3001 - General • 3101 - Catalogue • 3140 - Stores • 3210 - Purchasing • 3250 - Forward Purchase Agreements


• Prepare forward purchasing agreements (FPAs) • Evaluate and select FPA suppliers • Maintain FPAs • Create direct charge quotes

Outcomes: Perform Forward Purchasing Agreements Management within Mincom Ellipse.



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Mincom Ellipse Repairable Item Management

Mincom Ellipse Repairable Item Management


Course Description: The Mincom Ellipse Repairable Item Management course provides participants with the training to manage Repairable Stock Items and associated Repair Agreements, tasks, purchase orders, and item life cycles.


Intended Audience: Those individuals responsible for purchasing, maintaining repairable item agreements or managing repair requests.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • ML-00 - Materials Familiarisation • ML-08 - Mincom Ellipse Forward Purchasing Agreements

Modules Included: • 3001 - General • 3101 - Catalogue • 3140 - Stores • 3210 - Purchasing • 3390 - Repairable Item Management


• Maintain repairable stock items • Create and monitor repair agreements • Create and monitor repair requests and linked tasks/sub-tasks • Explain the matching process used in RIM • Create requisitions that initiate repairs

Outcomes: Manage repairable stock items and their repair agreements using Mincom Ellipse.



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Mincom Ellipse Global Purchasing Agreements

Mincom Ellipse Global Purchasing Agreements


Course Description: The Mincom Ellipse Global Purchasing Course provides participants with the training to prepare Global Requests for Quotes, transmit RFQs to suppliers, enter supplier offers, evaluate offers, and create agreements based on successful offers.


Intended Audience: Those individuals responsible for preparing Requests for Quotations, receiving and evaluating Supplier Offers or purchasing Contract Management.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • ML-00 - Materials Familiarisation • ML-04 - Mincom Ellipse Goods and Services Management • ML-08 - Mincom Ellipse Forward Purchasing Agreements

Modules Included: • 3101 - Catalogue • 3255 - Global Purchasing Agreements


• Maintain location hierarchies • Maintain requests for quotes (RFQs) • Maintain/evaluate supplier offers • Maintain global agreements • Differentiate between global purchasing and "normal" Mincom Ellipse

purchasing

Outcomes: Obtain the working knowledge and practical skills to create and manage Global Purchasing Agreements using Mincom Ellipse.



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Mincom Ellipse Advanced Warehousing

Mincom Ellipse Advanced Warehousing


Course Description: The Mincom Ellipse Advanced Warehousing course provides participants with an understanding of Mincom Ellipse functionality for warehouse management.


Intended Audience: Those individuals responsible for Warehouse Management.


Modules Included: • 3001 - General • 3101 - Catalogue • 3140 - Stores • 3190 - Warehouse Management • 3210 - Purchasing


• Maintain inventory categories • Maintain storage types • Maintain consolidation of picking slips • Maintain batch lot/shelf life items • Track inventory • Review stock movement

Outcomes: Perform Supply Customer Account control in Mincom Ellipse.



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Mincom Ellipse Supply Customer Management

Mincom Ellipse Supply Customer Management


Course Description: The inventory tracking module is used to track inventory items - whether they are in storage, in transit or have been issued. The Mincom Ellipse Inventory Tracking course provides participants with an understanding of Mincom Ellipse functionality for supply customer management.


Intended Audience: Those individuals responsible for tracking inventory as part of the supply customer management system.


Modules Included: • 3001 - General • 3120 - Inventory Tracking • 3140 - Stores


• Create supply customers • Limit stock usage on selected stock items • Set limits on stock items • Requisition using a supply customer • Receive and transfer supply customer orders • Suspend supply customers • Take stock of supply customer stock items • Transfer stock between supply customers

Outcomes: Manage supply customers within Mincom Ellipse.



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Mincom Ellipse Entitlements

Mincom Ellipse Entitlements


Course Description: The Mincom Ellipse Entitlements course provides participants with an understanding of Ellipse functionality for conducting warehouse operations, including tracking inventory. The entitlements module allows users to control the issue of stock items by setting a maximum issue level to be held or used by a supply customer account, employee or inventory category.


Intended Audience: Those individuals responsible for warehouse management.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • ML-00 - Materials Familiarisation

Modules Included: • 3001 - General • 3101 - Catalogue • 3120 - Inventory Tracking • 3140 - Stores • 3190 - Warehouse Management • 3370 - Entitlements • 3760 - Personnel Administration


• Apply entitlement checking to stock items • Create entitlements group codes • Create entitlements • Build an entitlement hierarchy • Apply entitlements to supply customers and employees

Outcomes: Conduct Warehouse Operations and Inventory Tracking within Mincom Ellipse.


Mincom Ellipse Technical Stream

In This Chapter Mincom Ellipse Server Administration ................................................................................... 66

C H A P T E R 7


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Mincom Ellipse Server Administration

Mincom Ellipse Server Administration

Course ID: TE-01, Ellipse 6.3; Stream: Technical

Course Description: Training IT professionals to reduce business costs.

How will this course benefit you?

While business focuses on managing costs, growth, and risk, IT is focused on implementing the enterprise asset management software to support your business operations.

This class gives IP professionals the skills to:

• Maintain Ellipse instances • Compile Ellipse products as source • Configure the transaction processor, RDBMS, and batch processing • Describe the Ellipse Deployment Model

The course also provides problem determination scenarios and their potential solutions


Intended Audience: Technical consultants and systems administrators responsible for managing the Ellipse server configuration.

Prerequisites: Participants will need a technical understanding of enterprise software systems, databases and operating systems.

Modules Included: • Ellipse technical and Ellipse Application Console


67


• Ellipse deployment environment • Basic operating system configuration • Instance creation and definition • Transaction processor configuration • Database configuration • Batch processing configuration • Client interface configuration • Post installation verification process • Ellipse source configuration • Ellipse server application source administration • Instance administration • CICS and Tuxedo administration • Database administration • Batch processing administration • Ellipse server application change control • Administer the Ellipse Application Source • Demonstrate how to administer a CICS region and Ellipse instance • Configure a database, start and stop the database, and configure database

network settings • Configure batch processing

Outcomes: Understand the Ellipse deployment model. Configure EAC and Ellipse. Create Ellipse instances. Perform basic compilation of Ellipse source.


Mincom Ellipse Reporting Courses

In This Chapter Introduction to Mincom Ellipse Reporting .............................................................................. 70 Mincom Ellipse Reporting Universe Design .......................................................................... 71 Mincom Ellipse Reporting Administration and Security ......................................................... 72

C H A P T E R 8


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Introduction to Mincom Ellipse Reporting

Introduction to Mincom Ellipse Reporting

Course ID: MER-01, Ellipse 6.3; Stream: Mincom Ellipse Reporting

Course Description: The Introduction to Mincom Ellipse Reporting course provides functional and technical participants with the knowledge to create, analyse, and manage reports using the Mincom designed universes and universe report templates. The user will gain specific knowledge on how to build Web Intelligence documents (reports) by following recommended guidelines.


Intended Audience: Those individuals responsible for creating, analysing, or managing reports.

Prerequisites: Understanding of Mincom Ellipse applications.

Modules Included: • Mincom Ellipse Reporting


• Access InfoView and Web Intelligence • Viewing documents in InfoView • Create new documents with queries objects • Restrict data returned by a query (filters) • Display information in different ways • Enhance the presentation of a report • Format reports • Create formulas and variables • Analyse data at varying levels of detail by drilling • Share documents • Identify Internationalisation report headings, labels and prompts • Create a report from the universe template • Identify the workshop specifications for building a Mincom Ellipse Web

Intelligence Report • Format documents/ reports to a style guide specifications • Build a Web Intelligence document from a Mincom supplied template

Outcomes: Perform Report Management within Mincom Ellipse Reporting.



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Mincom Ellipse Reporting Universe Design

Mincom Ellipse Reporting Universe Design


Course Description: The Mincom Ellipse Reporting Universe Design course provides functional and technical participants the knowledge to manage and maintain the Business Objects Designer module. The course will introduce participants to the principles and methods of maintaining Mincom supplied universes using the designer module.


Intended Audience: Those individuals responsible for maintaining reports, managing reports, maintaining universes, managing universes, or system administration.

Prerequisites: MER-01: Introduction to Mincom Ellipse Reporting



• Identify the Mincom supplied universes • Identify the Mincom universe customisation procedure • Use the designer module • Modify universe parameters • Add tables to the universe structure

Outcomes: Administer Universes within Mincom Ellipse.



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Mincom Ellipse Reporting Administration and Security

Mincom Ellipse Reporting Administration and Security


Course Description: The Mincom Ellipse Reporting Administration and Security course provides functional and technical participants with the knowledge and skills to deploy Business Objects modules to users using the Business Objects Central Management Console and perform a functional system administration role. The course provides participants with the knowledge to administer the Mincom Ellipse Reporting security requirements using the CMCe.


Intended Audience: Those individuals responsible for maintaining reports, managing reports, maintaining universes, managing universes, or system administration.

Prerequisites: MER-01 Introduction to Mincom Ellipse Reporting



• Maintain a Business Objects repository • Maintain groups, users and global profiles • Use the profile load tool • Apply command restrictions and predefined settings to profiles • Manage a monolithic repository architecture • Allocate and manage universe and documents • Maintain database connections • Configure Mincom supplied universes • Maintain Mincom Ellipse Reporting integrated security

Outcomes: Deploy and administer Business Objects Modules within Mincom Ellipse.


Mincom Work Planner Stream

In This Chapter Mincom Work Planner Basics ............................................................................................... 74 Mincom Work Planner Estimate Scheduling ......................................................................... 76

C H A P T E R 9


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Mincom Work Planner Basics

Mincom Work Planner Basics

Course ID: MWP-01

Course Description: This course provides the participants with an understanding of the function and use of the Jobs and Task portlets of Work Planner and Job Linking.


Intended Audience: Maintenance Work Planners and Schedulers involved with the managing, planning and scheduling of diverse work schedules and required resources.

Prerequisites: • MN-01 - Mincom Ellipse Core Asset Management • MN-02 - Mincom Ellipse Core Work Management • MN-03 - Mincom Ellipse Planning and Scheduling



75


• Login/Logout to Work Planner portal and the individual portlets • Navigate through Mincom Work Planner • Search, filter, sort and export data within the Jobs portlet • Create, save and use a User-defined Search and Filter preference setting in

Jobs portlet • Display, Review, Edit, and Print Work Orders • Use the Administration portlet to schedule and commit a Work Group • Display, Review, Edit, and Manage Maintenance Scheduling Task

Instances (MSTIs) • Create Work Orders from MSTIs • Display the schedule of Work Orders, Work Order Tasks, and MSTIs in a

graphical view • Review and adjust the task schedule using the graphical view • Use Work Planner to plan, schedule and assign work • Search, review and edit Work Order Tasks • Understand the concepts of Job Linking, Link Types, Lag and Lead

controls, and, Offsets • Use the Link function in Work Planner • Use Work Planner to dynamically review resource availability for an work

period • Use Work Planner to dynamically reschedule and manage diverse work

schedules • Use Work Planner to dynamically reschedule and manage resources • Review and Report Resource Work Schedules

Outcomes: Ability to plan, schedule and assign work using Mincom Work Planner.



76

Mincom Work Planner Estimate Scheduling

Mincom Work Planner Estimate Scheduling

Course ID: MWP-02

Course Description: This course provides the participants with an understanding of the function and use of the Estimate Scheduling application of Work Planner.


Intended Audience: Maintenance Work Planners and Schedulers involved with the managing, planning and scheduling of diverse work schedules and required resources.

Prerequisites: • GE-02 - Mincom Ellipse Foundation • MN-00 - Mincom Ellipse Maintenance Familiarisation • MN-01 - Mincom Ellipse Core Asset Management • MN-04 - Customer Work Management • MWP-01 - Mincom Work Planner Basics



• Search for Estimate Scheduling • Maintain Estimate Scheduling • Update Estimate Scheduling • Print Estimate Scheduling data • Export Estimate Scheduling data to a Microsoft Excel spreadsheet • Package Jobs • Maintain Resources

Outcomes: Ability to maintain estimate scheduling using Mincom Work Planner.


Link One

In This Chapter Mincom LinkOne Basic Publisher .......................................................................................... 78 Mincom LinkOne Advanced Publisher .................................................................................. 79

C H A P T E R 1 0


78

Mincom LinkOne Basic Publisher

Mincom LinkOne Basic Publisher

Course ID: LN-01

Course Description: The aim of this training course is to provide trainees with the required level of LinkOne Publishing knowledge to enable them to build LinkOne Parts and Maintenance Manuals of a basic level, while still incorporating book structure and simple formats.


Intended Audience: Operations and maintenance engineers and technical writers for equipment.

Prerequisites: None.

Modules Included: None.


• Analyse network infrastructure and system requirements • Define the LinkOne publishing process and applications • Define directory structures used in LinkOne • Define the importance of file naming conventions • Define LinkOne Source Data • Preparation of Book.inf contents • Preparation of book pages, including parts, documents and pictures • Perform the Book Building Process

Outcomes: Students will be able to create and publish a basic LinkOne book.



79

Mincom LinkOne Advanced Publisher

Mincom LinkOne Advanced Publisher

Course ID: LN-02

Course Description: This course provides trainees further knowledge of the functions of LinkOne, including overlays, options, formats and searches.


Intended Audience: Operations and maintenance engineers and technical writers for equipment.

Prerequisites: None.

Modules Included: • LinkOne Viewer


• Advantages of different book methodologies • Adding user-defined fields to a LinkOne book • Use of attributes • Creation of overlays • Creation of a search definition file • Creation of layout files with a number of formats • Applying different formats to different areas in the book • Creation of options and applying them to the separate components • Applying a search definition file and adding the search set • Applying LinkOne links to HTML for links within a book • Installation of DB Man and setting up necessary files

Outcomes: Obtain the working knowledge of LinkOne Viewer functions including how to and concepts.


Documents

Ellipse 63 Full Course Catalogue 2