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Maintenance Connection Overview
The Maintenance Connection solution encompasses the entire maintenance spectrum helping maintenance and facility managers across the globe increase asset life, predict and prevent asset failures, improve labor productivity, reduce costly downtimes, minimize investments in inventory, and lower the total cost of maintenance. The Maintenance Connection open dialog is displayed below showing all the modules and how they interact with each other.
| Home |
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| Upon logging on to the Maintenance
Manager, you are presented with your home page tailored to only show
you what is pertinent to your job. Tasks which need attention will
be highlighted in red. Examples of tasks that may be highlighted are
work assignments, maintenance requests that need approval, project
requests, preventive schedules that are due, or inventory parts that
need to be reordered. If you have the appropriate access rights, you
can view other Repair Center's home pages by using the Repair Center
drop down control.
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| Calendar |
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The Calendar is part of the Home
WorkCenter and is used to view maintenance and other activities such
as sick or vacation time. Depending on your access rights, you can
choose the following Calendar viewing options:
- My Calendar
- Labor that reports to me
- All Employees
- All Contractors
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| Asset / Location Tree |
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| Maintenance Connection provides to
ability to build a tree representing the locations and assets within
your organization. With the intuitive hierarchy view of your
organization’s assets, you can easily view the location of each
asset, and add new assets or locations when necessary. With the
search and filter options, you can quickly find an asset and view
the maintenance history or work in progress. The Asset Module also
allows you to clone assets to speed up the data entry process in
building the asset tree. Once the asset tree is defined for your
organization, you can drag assets directly to work orders or create
a new work order by right-clicking on an asset.
In the screen-shot example below, by
selecting San Francisco in the tree on the left, and setting the
Classification filter to Fire Extinguisher displays all the Fire
Extinguishers at any location under the San Francisco node. This
allows you to find Assets quickly and efficiently. |
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| Asset History (Work History
and Location Hsitory) |
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| Maintenance Connection stores both
Location History and Work History for each Asset or Location. This
enables you to keep track of where Assets where moved to, and when
the last time a particular task line-item was performed on an Asset.
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| Preventive Maintenance |
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| Preventive Maintenance is scheduled
maintenance procedures that can be set up to run on a routine basis.
Select from a library of over 300 built-in Preventative Maintenance
schedules or create your own to automatically generate work orders
on a daily, weekly, monthly, yearly, or based on target meter
levels. Preventive Maintenance Schedules can be automatically
generated by the system or you can specify the number of days in
advance and receive an alert message on your home page. |
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| Work Order Projections |
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| With Maintenance Connection, you have
the ability to generate projections well into the future so you can
plan ahead for material and labor utilization. Generating Work
Order Projections can be done at any time and does not reset any
Preventive Maintenance schedules. |
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| Work Order Search |
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| The Work Order search page allows you
to find a Work Order based on search criteria that you define. By
using the easy to use tabs, combined with the drop-down filters -
you can quickly and easily locate the Work Order or Work Orders that
you would like to work with.
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| Work Order Details |
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| The Work Order is the heart of the
Maintenance Connection. By simply selecting a Requester, Asset /
Location, and a Procedure - you can fill out a Work Order in
seconds. You can perform such tasks as changing the status of the
Work Order, assigning the Work Order, and shutting down the Asset /
Location all from the Work Order WorkCenter.
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| Work Order Tasks |
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| The Work Order Tasks page is a part of
the Work Order WorkCenter and allows you to define tasks which can
later be flagged as completed, not-completed, and/or failed. Tasks
are usually defined as a part of a Procedure that is then attached
to a Work Order. There is also an area for instructions, labor
reporting, and failure analysis on the Work Order Tasks page.
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| Work Order Costs |
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The Work Order Costs page is part of
the Work Order WorkCenter and allows you to define all costs /
charges associated with the Work Order. Costs are broken down by
estimated or actual costs. The different costs that can be defined
are as follows:
- Labor (Employee and/or
Contractor work cost)
- Materials (Stocked or
Non-Stocked parts)
- Other Costs (Truck Rentals,
Meals etc.)
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| Labor Lookup |
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The Labor Lookup allows you to quickly
and easily select the Labor for a Work Order. You can do the
following with the Labor Lookup:
- Select Multiple Labor
(Employees and/or Contractors)
- Select Crafts
- Search by using the tabs or
filter drop-downs
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| Inventory Lookup |
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The Inventory Lookup allows you to
quickly and easily select the parts for a Work Order. You can do
the following with the Inventory Lookup:
- Select a Store Room or All
Store Rooms
- Select Multiple Parts from
Multiple Store Rooms
- Search by using the tabs or
filter drop-downs
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| Tool Lookup |
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The Tool Lookup allows you to quickly
and easily select the tools for a Work Order. You can do the
following with the Tool Lookup:
- Select a Tool Room or All Tool
Rooms
- Select Multiple Tools from
Multiple Tool Rooms
- Search by using the tabs or
filter drop-downs
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| Document Lookup |
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The Document Lookup allows you to
quickly and easily select the documents to attach to a Work Order.
You can do the following with the Document Lookup:
- Select Multiple Documents
(Informational, Lock-Out Procedures, Maps, Operating Procedures,
Policy / Legal, and/or Task Sheets)
- Search by using the tabs or
filter drop-downs
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| Work Order Grouping |
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The Work Order Grouping page is part of
the Work Order WorkCenter and allows you to group Work Orders
together for easy management. If your company or organization had 25
fire extinguishers that needed inspection, you can instruct
Maintenance Connection to group the Work Orders together. This will
then allow you to do the following:
- Print the Work Orders as a
Group. This feature prints the tasks and locations for each fire
extinguisher, and then provides a summary of the materials,
tool, and other costs.
- By using the Position in Route
field, you can define routes.
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| Work Order Status Menu |
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The Work Order Status can be changed by
using the buttons at the bottom of any Work Order page, or by using
the Work Order Status menu. The status can be changed to the
following:
- Issued
- Denied
- On-hold
- Canceled
- Closed
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| Work Order Report |
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| A Work Order Report can be viewed by
clicking on the Print button at the bottom of any Work Order page.
Work Orders can be printed, emailed, or faxed.
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| Work Order Scheduling |
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Work Order Scheduling is an easy to use
feature that allows you to dispatch Work Orders to your Employees or
Contractors by simply dragging a Work Order on to the appropriate
Employee or Contractor's calendar.
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| Work Order Close |
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Upon changing the status of a Work
Order to 'Close', the Work Order Close dialog will appear allowing
you to quickly and easily close-out a Work Order. Using the Work
Order Close dialog, you can:
- Enter a Labor Report
- Set All Tasks to Completed
(that are not marked as Failed)
- Set Actual Labor Hours equal to
Assigned Labor Hours
- Set Actual Materials equal to
Estimated Materials
- Set Actual Other Costs equal to
Estimated Other Costs
- Define Failures
- Define Downtime
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| Procedures / Tasks |
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| Procedures consist of pre-defined tasks
and costs (labor, material, and other costs) which can be attached
to either a Work Order or a Preventive Maintenance schedule. Select
from a library of 300+ standard maintenance procedures or create
your own for maintenance employees or contractors to follow when
completing work orders. You have the ability to drag-and-drop a
procedure directly onto either a Work Order or Preventive
Maintenance record.
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| Inventory Control |
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| Track inventory usage and manage your
on-hand, available, and reserved inventory items in the stock rooms.
You can also use this module to view all locations where an
inventory item has been used. The vendor tab shows you where you can
reorder the item when it is time to reorder.
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| Purchasing |
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| Purchase orders / Requests may be
printed with a list of line items, to be delivered to your
organization. With the Purchase Order Module, you have the ability
to quickly build purchase orders or requests depending on your
business process need. Purchase Order / Ruquests can also be
generated for inventory items which are below the reorder point set
in the Inventory module. Purchase orders may be printed or emailed
to a vendor. As parts are received, inventory levels are updated.
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| Classifications |
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| Use the Classifications Module to put
both assets and inventory into classes. This will allow you to
organize your data more efficiently. You have the ability to setup
user-defined specifications for each classification. When you create
a new asset and assign a classification, the associated user-defined
specifications will automatically be available for the new asset.
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| Labor / Crafts |
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| The Labor Module stores all employee
and contract labor available to perform maintenance. The Work Order
Manager application includes the individual’s photo for easy
recognition of your staff. From here, you can view contact
information, set individual labor rates, view monthly work
schedules, set work schedule/time off and keep track of employee’s
training and certification.
In addition to adding labor,
Maintenance Connection also allows you to define crafts. When
creating a work order, you can specify crafts and estimated hours
per craft required to complete the job, without assigning specific
maintenance employees. You can also specify general labor rates for
individual crafts.
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| Performing Actions in Batch |
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| By clicking the Explore button to
expand out the Explorer, you have the ability to perform actions in
batches. This allows you to select, for example, 5 Work Orders, and
then click Issue to issue them, or Close to Close them.
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| Help |
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| Online Help is available from within
each module by clicking the Help button in the top, right-hand
corner. In addition to online-help, you may also click on any field
name and popup will appear giving you information pertaining to the
selected field. This help is called inline help and is
customizable. This allows you to put notes in the help which are
specific to your organization.
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