Work Order Procedures – 5 Minute CMMS Training Topic

cmmsun5 — Thu, 29 Aug 2019 15:04:08 +0000

Insert Work Order Detailed Instructions and Procedures

This video demonstrates how the maintenance planner or maintenance manager can save time inserting detailed numbered lists into work orders, preventive maintenance task lists and purchase orders. Copy and paste text from virtually any source into the details screen in MaintSmart. Insert bulleted ordered lists using the new Format button. The maintenance technician easily and intuitively checks off each numbered item as the work is completed.

Additionally, insert separator lines into the paragraph to group and further organize the assignment. This leads to an easy to read and understand document. Best of all, building this document partially automated saving the maintenance planner time as well.

https://www.maintsmart.com/wp-content/uploads/2019/08/work-order-detailed-procedures-formatting-.mp4

Copy Work Order Procedure Text From Virtually Any Source

Use the work order text editor's (detailed instructions or procedures) automated capabilities for other detailed instructions such as preventive maintenance task lists and purchase orders.

Preventive Maintenance Procedures Are Easy to Insert With New Formatting Capability

Once the work order procedures are pasted into the details screen they are easily formatted into a simple to follow ordered (numbered) list. Best of all the maintenance planner has complete control over how the numbered list is displayed.

Automate The Insertion of Detailed Into Work Orders, PMs and Purchase Orders

The final result is a work order, preventive maintenance task list or purchase order that is intuitive and descriptive. Additionally, it only took a minute or two to construct this list of work order task instructions.

Work Order After Procedures are Added

Please leave a comment below and let us know what you think of this topic or any other CMMS topic. We also value your suggestions on ways to improve MaintSmart. All suggestions receive serious consideration. Need a personalized online demonstration of MaintSmart? Just ask!

MaintSmart CMMS Software, Inc.

1.541.404.0616 (Phone)

feedback@maintsmart.com

The post Work Order Procedures – 5 Minute CMMS Training Topic appeared first on CMMS Software for Preventive Maintenance.

Maintenance Scheduling Software | Scheduled Maintenance

cmmsun5 — Thu, 01 Mar 2018 00:08:45 +0000

Maintenance Scheduling Software

Maintenance scheduling software that automatically emails preventive maintenance task lists, work orders or any other report with time-sensitive data.

Maintenance Scheduling Software - Automatically Email Maintenance Schedules at Exactly the Right Time

Maintenance scheduling software is CMMS software that is used to schedule preventive maintenance tasks, work orders or any other report. These reports are generated with a time-sensitive filter (where applicable) by the maintenance planner. This post explains how to configure the outbound email server so that the CMMS can send email, either manually or automatically. Consider the benefits of an automatic scheduled maintenance email sender.

Provides consistent issuance of preventive maintenance.
Time-sensitive nature of the automatic email system means the reports and tasks lists sent are always timely.
Flexible scheduling by weekday, day of month, count of days and weekday sequence in the month ensure that the maintenance manager can always generate the needed CMMS report schedules.
Option to either email or print (or both) .

Configuring the Email Scheduler

The maintenance scheduling software email scheduler is configured by linking one or more user IDs to an outbound email server. If a user has a email address linked to the user ID and this email address is identified as being an outbound email address used for sending mail then that address is used. Otherwise one email address may be designated as the Default Email Sender. The CMMS software program tries to use the logged in users email credentials, however if none exist then the default sender credentials are used. This ensures that email can always be sent, one way or another. A typical way to use this email component is to have one sender. Perhaps this sender is named "Maintenance". All email could be sent from this sender is set as the default sender. All received email would be marked as coming from "maintenance" in this case.

Other setting include which file attachment format to use when sending email. The default is Adobe Acrobat since this is a widely popular format accessible to most software users. Other formats include Excel, MS Word, Web Page, Rich text Format and many others. Additionally a delivery notification could be requested by default, the email priority may derive its setting from the work order priority or the email priority may be set by default for the user. If using just a default email sender to send all email then it makes sense to activate either the Insert User Name in Subject or Insert User Name in Body. By setting one or both of these settings even though a default email sender is used the email still shows who sent it by listing their user-friendly name on the email.

Although using just one default sender for sending email makes this email component very easy to set up there is a downside. For one thing all default settings for all email being sent would use the same default settings. Alternatively if each user has email sender credentials then each of these users could set their own preferences and defaults. When manually sending, in particular, it is useful to have the sender name show up on the email received by the recipients. In this case, using either Insert User in Subject (setting) or the having user actually linked to sender credentials of their own makes sense.

Email Work Schedules Without a File Attachment

This powerful maintenance scheduling software module has the ability to extract the text data from a report and then embed it into the email body. In the situation where file attachments are not desired then simply send a text email with the report data or preventive maintenance task list embedded into the body of the email.

https://www.maintsmart.com/wp-content/uploads/2018/03/maintenance-scheduling-software-configuration.mp4

Configuring Email Senders and the Default Sender (5:17)

Maintenance Scheduling Software - Using the Email Scheduler

The automatic email scheduler sends our reports, preventive maintenance task lists, work orders and many other date sensitive CMMS reports automatically. Once the email or print job is set up the system continues to issue the appropriate report with timely data on the user specified interval with no other user intervention needed. It is fully automatic. This system saves time, provides consistency and save money by always making certain the correct report or work list is sent to the correct person or printer.

Never again will the maintenance planner need to worry about assigning work orders, preventive maintenance task lists, restocking lists or any other report. All of these items generate automatically, accurately and consistently. This phenomenal utility is integrated into the software program and available at no extra cost.

https://www.maintsmart.com/wp-content/uploads/2018/03/maintenance-scheduling-software.mp4

How to Create a Scheduled Email Job (5:07)

With Maintenance Scheduling Software Knowing What I Have Scheduled Each Day is Never a Concern

MaintSmart Software, Inc.,
66164 Homestead Rd.
North Bend, OR, 97459 U.S.A.
+1-541-404-0616

The post Maintenance Scheduling Software | Scheduled Maintenance appeared first on CMMS Software for Preventive Maintenance.

Automatic Work Order Archives - CMMS Software for Preventive Maintenance