Asset Tracking Database Control Calibrated Equipment Manage Preventive

Asset Tracking Database Control Calibrated Equipment Manage Preventive Maintenance General Maintenance Tracking

Asset Tracking Database 4 Control of Calibrated Equipment 4 Preventive Maintenance 4 Unscheduled Maintenance 4 Fix-It-Tickets 4 Miscellaneous Asset Control www. Sunday. Biz. Sys. com Sunday Business Systems

Benefits 4 Control your calibrated equipment 8 Display your recall list 8 Track calibration history 4 Prevent damage to equipment from “forgotten” maintenance 4 Efficient and cost effective software solution 8 Simple, low cost solution 8 Saves time and improves efficiency 8 Shows the status of your equipment with a click of a button 4 A vital tool to ensure ISO 9001: 2015 compliance 4 Paperless system 8 Scan and link = = = digital photographs, calibration certificates, or other electronic documents www. Sunday. Biz. Sys. com Sunday Business Systems

Features 4 Tracks Equipment (or Assets) through their life cycle 8 From purchase to sale or scrap 8 Defines which assets require calibration 8 Defines which assets require preventive maintenance 4 Controls Calibrated Equipment 8 Recall reports 8 Calibration Schedule 8 Delinquent calibration report 4 Tracks Preventive Maintenance 8 Maintenance schedule 8 Delinquent Maintenance reports 4 Tracks Unscheduled Maintenance 4 Full set of reports 8 To track your assets 8 To manage assets through proper calibration and maintenance www. Sunday. Biz. Sys. com Sunday Business Systems

Database Setup

Easy Installation 4 Download the demo database 4 Save or copy the Asset Tracking. accde to a designated folder on your Network File Server 4 Once purchased, register the demo database (enter the Product Code) 4 Ensure all Workstations have 8 Microsoft Access or the free Runtime version of Microsoft Access 8 Read and write privileges to the designated folder on the Network File Server Note: The above graphic is for stand alone Access databases - SQL configurations are different www. Sunday. Biz. Sys. com Sunday Business Systems

Main Menu 4 Easy to navigate to the various features of the ATDB using the Main Menu www. Sunday. Biz. Sys. com Sunday Business Systems

Setup Asset Categories Set-up Parameters are organized by Tabs Asset Categories are used to organize assets into functional groups Use www. Sunday. Biz. Sys. com Sunday Business Systems

Set-up – Calibration Tests 4 Calibration tests are used for documenting detailed measurements taken to validate asset performance or capability 4 Used for internal or secondary calibration / validation Define a test Name Used by the Calibration Define parameters to transaction form be measured Lower Spec Limit (LSL) www. Sunday. Biz. Sys. com Upper Spec Limit (USL) Sunday Business Systems

Set-Up - Departments Enter the Department which owns the asset Use www. Sunday. Biz. Sys. com Sunday Business Systems

Set-Up - Dispositions 4 Dispositions are used to document the results of calibration failures 8 Describes what must happen after an asset is found to be out of calibration What is the result of the investigation? www. Sunday. Biz. Sys. com Sunday Business Systems

Enter Equipment Manufacturers and Models Enter a model the asset number Manufacturer and select a information manufacturer This will associate or link the model to the manufacturer Use www. Sunday. Biz. Sys. com Sunday Business Systems

Set-Up – (Configuration) Options www. Sunday. Biz. Sys. com Sunday Business Systems

Set-Up – PM Frequency 4 PM Frequency: how often Preventive Maintenance must be performed 8 Is used to schedule the next PM (after a PM is completed) 42 Types 8 Time based PM – next PM is scheduled by adding X number of days to the PM completion date where X = the Default Counter value 8 Count based PM – the next PM is due when the counter meets or exceeds the specified count. The PM is scheduled by adding X to the counter value where X = the Default Counter value. Used in defining the PM Type www. Sunday. Biz. Sys. com Sunday Business Systems

Set-Up – PM Type 4 Defines the Preventive Maintenance activity 8 Frequency 8 Specify if the PM is to be automatically re-scheduled once it is complete 8 List PM steps so a PM Checklist may be printed and completed manually. = Ideally, this would be scanned and linked to the PM event to create a paperless history www. Sunday. Biz. Sys. com Sunday Business Systems

Set-Up – PM Parts List 4 Can make a list of parts to be used on the PM www. Sunday. Biz. Sys. com Sunday Business Systems

Set-Up - Vendors List Vendors, particularly Companies that provide Calibration services Used by the Calibration Form www. Sunday. Biz. Sys. com Sunday Business Systems

Set-Up – Add / Edit Employees Enter a Password and access Privileges www. Sunday. Biz. Sys. com Yellow Fields are Required These Privileges restrict user activity Sunday Business Systems

Deleting Sample Data 4 Delete sample Asset data 8 Open the Assets form 8 Click Edit Assets button 8 Right click on the form tab and select Datasheet View 8 Select Data 8 Press Delete on the keyboard to delete all records www. Sunday. Biz. Sys. com Sunday Business Systems

USING THE DATABASE www. Sunday. Biz. Sys. com Sunday Business Systems

Dashboard 4 Use the dashboard to show current status of 8 delinquent calibrations 8 delinquent preventive maintenance activity www. Sunday. Biz. Sys. com Sunday Business Systems

Create a New Asset Create new assets Set-up the asset for calibration Set-up the asset for preventive maintenance

Assets 4 Assets can be any material owned by the company 8 Computers 8 Furniture 8 Vehicles 8 Measurement and test equipment 8 Factory equipment 4 Each asset has 8 A unique serial number for tracking = Two additional tracking numbers are available 8 A manufacturer and model 8 An owner, department, and location for organizing and tracking 8 A category such as “measurement and test equipment” 4 Each asset may then be classified as 8 Calibration required 8 For Reference Only 8 Preventive maintenance required www. Sunday. Biz. Sys. com Sunday Business Systems

Create a New Asset Enter Specific Asset information Fields in YELLOW are required Click to add a new asset Click to unlock the form to edit and asset Calibration and Maintenance info organized into 4 tabs www. Sunday. Biz. Sys. com Sunday Business Systems

Create a New Asset Serial # is the key tracking parameter General asset information Specific Asset information Calibration and Maintenance information is organized into 4 tabs www. Sunday. Biz. Sys. com Sunday Business Systems

Create a New Asset Requiring Calibration Define the asset to be used as an internal standard Check to require calibration Interval used to calculate next Calibration due date Option: define calibration data to be collected Specify a work Instruction which details how to calibrate the asset Check to indicate the measurement device does not require calibration www. Sunday. Biz. Sys. com Specify internal standards used to calibrate the asset Sunday Business Systems

Create a New Asset – Calibration History Shows the past Calibration Events www. Sunday. Biz. Sys. com Sunday Business Systems

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 www. Sunday. Biz. Sys. com View the Maintenance History Sunday Business Systems

Create a New Asset – Additional Details www. Sunday. Biz. Sys. com Sunday Business Systems

Calibration Record calibration events Record data collection Review calibration reports

Asset Calibration 4 Calibration events are recorded 8 When was it calibrated? 8 Who performed calibration? 8 What measurements were recorded 8 Did it pass? = If not what was done 8 How much did it cost? 8 Next due date 8 Electronic Certificate may be linked to the event www. Sunday. Biz. Sys. com Sunday Business Systems

www. Sunday. Biz. Sys. com Sunday Business Systems

Use filters to select the asset Record a Calibration Event 4 Select an asset for calibration 8 Use the filters to find the asset by serial number Date Cal. Next Due drives the recall reports Enter Calibration history www. Sunday. Biz. Sys. com Ctrl-K to create hyperlink to scanned image Sunday Business Systems

Review Reports 4 A rich set of flexible, configurable reports 4 Review Reports to manage calibration schedule 8 Review all delinquent assets 8 See all assets due within the next 30 days www. Sunday. Biz. Sys. com Sunday Business Systems

Preventive Maintenance Add a PM Create a PM Checklist Add a PM transaction Review PMs Near Due Report

Create a PM Enter PM Description Enter PM Frequency: Time based or Count Based PM will be automatically rescheduled once it is marked complete Prints a simple PM Checklist www. Sunday. Biz. Sys. com PM will be due every 750 running hours Sunday Business Systems

Update Asset Counters 4 Asset counters may be 8 Running hours – the number or running or processing hours an asset or equipment has accrued from an arbitrary starting point. 8 Unit Count – the number of pieces an asset has produced or completed Enter the current Count (running hours or unit count) www. Sunday. Biz. Sys. com Sunday Business Systems

Record a PM Transaction 4 PMs have a status that describes their state 4 First, PMs are scheduled for a future date (Date Next PM) or Count (Next PM Counter) 4 Status = Scheduled 4 Then they are marked as Complete 4 Status = 4 Completed 4 Waived 4 Or Not Done 4 If the PM Type is configured appropriately, the PM will be automatically rescheduled for a future Date or Count (Next PM Counter) www. Sunday. Biz. Sys. com Sunday Business Systems

Record a PM Transaction Enter the requested information to complete the PM Click to indicate a PM is complete www. Sunday. Biz. Sys. com Sunday Business Systems

Review PM Reports 4 Review Reports to manage PM schedule 8 Review all delinquent PMs 8 See all PMs due within the next 30 days 8 Review the PM Schedule www. Sunday. Biz. Sys. com Sunday Business Systems

Unscheduled Maintenance Create a Fix-It-Ticket Record unscheduled maintenance Review reports

Create a Fix-It-Ticket www. Sunday. Biz. Sys. com Sunday Business Systems

Create a Fix-It-Ticket Check to Add a Fix-It. Ticket and change the status to “Out of Service” Print a Fix-itticket; affix it to the asset Email a notice Reports Record a detailed description of the problem to be addressed www. Sunday. Biz. Sys. com Sunday Business Systems

Resolve the Fix-It-Ticket Use the filter to find an asset Document what was done to resolve the issue Document any parts used Change the asset status to “In Service” www. Sunday. Biz. Sys. com Sunday Business Systems

Summary

Summary 4 The SBS Asset Tracking Database is an efficient tool to 8 Document and manage calibrated assets 8 Track and document Preventive Maintenance activities 8 Document Unscheduled Maintenance 4 Analyze results with a rich set of reports 4 Create a paperless records system 4 Maintain QMS compliance www. Sunday. Biz. Sys. com Sunday Business Systems

Additional Services 4 Data Import Service 8 Import legacy data from excel spreadsheets into your Database 4 Training Services 8 SBS offers instructor led, Webex based, interactive training sessions 8 We cover the following subjects: = = = Database features and benefits General set-up and configuration Creating Preventive Maintenance schedules Documenting Calibration history Using reports to manage the PMs and Calibrationprocess Microsoft Access tips and tricks 4 Customization 8 Talk to us about customizing the software to meet your needs! www. Sunday. Biz. Sys. com Sunday Business Systems

About SBS 4 Sunday Business Systems is engaged in software sales and consulting services. 4 Applies Lean Manufacturing principles to Quality Management Systems 4 Sells software solutions to small businesses which help them implement ISO 9001: 2015 compliant systems for 8 Document Control 8 Corrective and Preventive Actions 8 Risk Management (FMEA) 8 Employee Training 8 Control of calibrated equipment 8 Preventive Maintenance 8 Vendor Management 8 Communication / Continual improvement 8 Statistical Process Control 8 Shop Floor Control 4 Will customize the software for a particular Customer 4 Offers full Training services customized to individual needs www. Sunday. Biz. Sys. com Sunday Business Systems

Fueling Small Business Efficiency Visit www. sundaybizsys. com for: • Additional information • Free product demos • Pricing • Links to purchase software © 2019 Sunday Business Systems. All rights reserved. This presentation is for informational purposes only. Sunday Business Systems MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries.