director of training & education - xcelerate · 2018. 11. 30. · previously the emaint...

p Why X5?

Director of Training & EducationWeslley Cavalcante

https://success.accelix.com

Your all-in-one support portal is here! Previously the eMaint Community, the Customer Success Portal is designed to help eMaint, Fluke Connect and Connect2 users achieve ongoing maintenance and reliability success.

New Customer Success Portal

Access articles and release notes

Chat with live support

Create and view support tickets

Share and vote on ideas

Key Features

● Sites (Multiple Sites in one Dataset)

● Languages (Defined by Admin or at user Level)

● Asset Hierarchy (Tree View)

● Multiple Asset PMs & Inspection Rounds

● PM Projections displayed on the WO list

● Audit Trail

● eMaint X5 Integration with Fluke Connect (Live Readings at Asset level / WO Generation)

● In App Training Tool

What is new in 2018

New Features

● Scheduler

● Purchase Orders

● Interactive Maps

● Graphs

● Enhancement on Workflow (Rules) Module

● etc

● We have customers live in X5

● We have customers being implemented

● You can request a demo account

● You can call your CSM to discuss migration

Migration, Implementation, Training & Support

● We have a migration Plan

● We have an Implementation Process

● There’s X5 Training Content in both EU and the Customer Success Portal

● Our Support Team is ready to support

New Integrations

● 3550 FC (Thermal Imaging Camera)

● 3561 FC (Vibration Sensors)

X3, X4, X5 Comparison

Multiple Sites in eMaint X3 & X4

Multiple Sites

Multiple Data Sets+

Consolidated Account

Multiple Sites

One Data Set

Multiple Sites in eMaint X5

Permanent Filters in X3

Define Site per user

Languages in X3

Call eMaint and request we change language globally

Language can not be setup at the user

Languages in X4

Each user can change the language

for their account

Languages in X5

Admin Users can set default language per

User has the option to change language for

their account

Asset Hierarchy (Only in X5)

Audit Trail for All Tables (Only in X5)

Scheduled Reports

- Scheduled Reports on a 1 hour frequency

- Stand Alone section showing all scheduled reports that email out.

- Send reports for all sites or on a site to site basis

Scheduler in X3 and X4

p What’s New in X5

Scheduler in X5 (Drag-and-Drop)

Drag and Drop work orders and publish

• View assigned work

orders on a calendar

• Group contacts

based on trade

• Drag and drop work

orders to contacts

Single Sign On

• Automatically provision new

users from your corporate

active directory

• Control authentication and

authorization

Enterprise Level security via SSO for global maintenance teams

Functional Locations

Ease of access to assets based on asset hierarchy

• Group assets based

on location

• Access assets faster

Interactive Maps

Access assets from floor plans and maps

• Upload blueprint

• Create pins for

assets

• Access assets

directly from pins

Purchase Order

Submit, Receive and Print purchase order

• Manage suppliers for

• Submit purchase

order with one or

more parts

• Receive in full/partial

Condition Monitoring (3550 FC TI Sensor)

Trend live streaming data from Fluke sensors

• Stream data from 3550 FC

Thermal imaging sensor

• Generate work orders

automatically

Condition Monitoring (3561 FC Vibration Sensor)

Trend live streaming data from Fluke sensors

• Stream data from 3561FC

Vibration Sensor

• Customize units for

temperature and velocity

Other integrations include 3540

power quality sensor

p What’s Coming X5

X5 RoadMap - What’s coming?

Q4 2019Q3 2019Q2 2019Q1 2019

Import PMs API ‘Push’ enhancements Stock requisitions, parts reorder list

Inspection round improvements

Workflow improvements Offline mobile Work permits for work orders PM work permits

WO close out configurations SAP connector Vendor Portal Job plans

PO Requisitions & Approver groups Reporting tool integration Scheduler improvements Navagis Integration

eMaint University for X5 Asset Failure Matrix QR code support for parts Doc management integration

SSO with Fluke Connect Condition monitoring

Comments on Work Orders & Work Requests

X5 RoadMap

Fluke’s statements regarding its plans, directions, and intent are subject to change or withdrawal at Fluke’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Import PM Schedules

Bulk import PM schedules

• Export system generated

templates

• Import calendar based or

meter based PMs

Work Order Closeout Form Configuration

Configure mandatory fields to be filled in before closing out WOs

• Enable mandatory form fills

before closing out work orders

• Text Fields

• Pass/Fail fields

• Meter readings

• Parts charge entry

• labor charge entry

Requisitioning

Submit PO requisitions and manage approver groups

• Manage multiple approval

groups

• Manage PO approvers and

PO requestors

• Submit PO Requisitions

• Approve PO requisitions

directly into a PO

QR Code Support

Scan QR code and create a work order request

• Scan QR code on asset

• View work order request

form with pre-populated

asset details

• Enter problem

description and submit

request

Condition Monitoring - Tool Integrations

Trend inspection readings from Fluke tools

• Capture tool measurements

from Fluke handheld tools -

thermal imagers, vibration

meters, DMMs etc.

• Synchronize measurements

from Fluke tools automatically

• Trend tool measurements and

generate inspection reports

Condition Monitoring - External Systems

Integrate measurements from Non-Fluke systems

• Connect external

monitoring data sources

into X5

• Show dashboards from

external systems inside X5

Offline Mobile App

Submit work order requests and execute work orders

• Enhance technician

capabilities with offline

mobile solution

• Create WO requests and

work orders while offline

• Asynchronous experience

while switching between

online and offline

Asset Failure Matrix

Manage failure code hierarchies

• Establish failure

hierarchies - Class,

problem, cause, remedy

• Drill down and look up the

failure modes based on

parent-child relationships

Out-of-the-box X5 SAP Connector

• Automatically charge out X5 WOs against an SAP cost

center

• Create PO requests in X5 and send them for approval in

• Transfer part cost information into X5 based on invoices

generated in SAP

• Adjust stock quantity in X5 based on receiving/scrapping

of parts in SAP

Integrate X5 with SAP for WO, Inventory and PO management

Add comments to Work Order and WO Requests

Enhance collaboration by adding comments on WOs

• Add comments on

WOs and WO requests

• Enhance collaboration

between the

maintenance and

operations team

Any questions?

Thank you!

director of training & education - xcelerate · 2018. 11. 30. · previously the emaint...

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