faster win basics tour de faster al steven. tour 101 balance/process riding a bike/navigating the...

FASTER Win Basics

Tour de FASTER

Al Steven

Tour 101 Balance/Process Riding a bike/Navigating the software Building a Team/System Settings Team members:

Equipment and assets Work Orders TWS and IDL Parts Operational Costs Report Runner

Process, Process, Process

Consistency

Data

Reporting

Training

Balance/Process

Various ways to access the software Start menu

(Start -> All Programs -> FASTER for Windows Fleet Management)

Toolbar Shortcuts

Navigation

Using the software Gateway Buttons Mouse or keyboard

Navigation

Basic applet layout Title Buttons

Navigation

Basic applet layout Header/master

Navigation

Basic applet layout Tabs

Navigation

Search

Navigation

Query

Navigation

Notes

Navigation

System settings Majority of set-up options Important to review periodically

Setting Up Your Team

Defines how your software works

Admin-level permissions

Important to review periodically

System Settings – System Information

Users are added

Rights within the software are granted

Uses Windows Logon

Security at the table level

Properties tab

Tables tab

Examples in manual for task specific permissions

System Settings – Users

Populate the drop down fields

Set codes and descriptions

Always use the manual when adding or updating

System Settings – Table Lookup Codes

Position 1: Reason

Position 2-4: Group

Position 5-7: Component

Position 8-10: Repair type (action)

Position 11: Billable vs. Non-billable

Position 12: Scheduled vs. Nonscheduled

System Settings – Repair Codes

Purchase Orders

Account Codes

Vendors

Flat Rate

PM Scheduler & PM Posting Applet

EQ Warranty & Warranty Tracking Applet

System Settings – Other Tabs

Equipment Inventory

Equipment Template

Equipment Ownership

Team Member – Equipment and Assets

Required information White background, blue letters 13 fields

Strongly recommended information EAC Color

TSet

Meter Reading

Last PM

Parent EQ Company

Equipment Inventory – Header

Additional vehicle specific information

Important fields Fuel Types and Fuel Capacity Engine, Transmission, and Tire sizes Keys

Benefits

Comment lines 1-3

Equipment Inventory – Master

Required field

Important tab

Equipment Inventory – Billing

Last required field

Acquire information

Dispose information

Title number

Equipment Inventory – Acquire/Dispose

15 point rating system Maintenance costs life-to-date Life-to-date mileage or hours Expended life in months

Equipment Inventory – Vehicle Replacement

Set up for tracking meter(s)

Primary meter

Life expectancy

Roll over or replaced meters

Equipment Inventory – Meters

Setup by time and/or distance

Pre-warranty expiration

Use in conjunction with warranty tracking applet

Equipment Inventory – Warranty

Setup by time and/or distance

Intervals must be divisible into each other

Equipment Inventory – PMs

Additional tracking

Purchase price

Heavy equipment / Buses

Equipment Inventory – User Reference

Account

Parts

History

Equipment Inventory – Other Tabs

Before transferring Post all fuel Close all work orders

System switch Use EO For Changing DPN = Y

Access Equipment Inventory Equipment Ownership

Team Member – Equipment Ownership

Does not require the Gateway

Setting up templates

Required fields White background, blue letters

Reusing templates

Search

Adding vehicles

Team Member – Equipment Template

Foundation

Information gathering

Information gathered from work orders Repair time Repair frequency Maintenance history Technician efficiency Unit availability

Team Member – Work Orders

Required fields to open a work order

Tab, tab, tab

Status

Department

Location

Billing code

Default reason code

Disable downtime tracking

Work Order – Header

Reason

Supplement with notes

Assigning repairs

Editing repairs

Work Order – Repairs

Repair labor tracking

Real time vs. batch

Editing labor

Work Order – Labor

Parts used during repair

RTY

Returning parts

Display options

Work Order – Parts

Vendor repair costs

Tracking

Editing

Work Order – Sublet

View total cost

Add miscellaneous costs

Cost type

Auto shop charge

Work Order – Cost

Automatic part warranty credit

Manually add credits

Credit type

Work Order – Credit

Additional data tracking

PM information

Work Order – User Ref

Only place to issue from a part list

Print/reprint both lists

Work Order – Parts and Tasks

Issue Search

Work Order – Other Tabs

Birth certificate

Required information White background, blue letters 6 fields

Display fields

Reference fields

Strongly recommended information Vendor Location(s) Unit of issue

Other methods to add a part record

Team Member – Parts or Inventory

Reference Keys

Stock quantities

EOQ

ABC

Core

Parts Inventory – Master

Multiple cross-reference part numbers

FASTER part number

Cross-reference part number

Existing part numbers as cross-reference part numbers Not allowed How to handle

Parts Inventory – XRef Parts

Automatic alerts

3 sections Warranties on Part Equipment with Warranted Part Part Usage Codes

Adding a warranty

Parts Inventory – Warranty

User Ref

Order Search

Bar Code

Order/Receipt

Transfer

History

Parts Inventory – Other Tabs

Tracking

Ordering

Receiving

Real time issuing

Transferring

Controlling Inventory

Team Member – Parts Processing

Order/receipt Real time tracking Track outstanding orders Track back orders Track ETA / Lead time Vendor performance

One step After the fact Limited tracking

Creating an order

Receiving an order

Back ordered parts

Closing an order

Parts Processing – Order/Receipt vs. One Step

Per vendor recommended orders

It’s “auto-magic”

For auto order to work Vendor Reorder point High level

Generating an auto order

Adding direct demand parts

Parts Processing – Auto Order

Inventory tab vs. Cyclical tab

Best practice – count while closed

Generating inventory lists

Updating in-stock quantities

Parts Processing – Inventory / Cyclical Inventory

Issues

Transfers

Credits

Searches and Query

Parts Processing – Other tabs

Mass Update

Title Sets

ABC/EOQ

Key Change

Team Member – Utilities

Found in Utilities applet

Part list Time saver Consistency

Issuing parts from a list

Task list

Duplicating lists

Utilities – Parts and Tasks Lists

Part issue with no labor Light bulb Office supplies Uniforms Windshield wiper

Creating independent issue Vehicle Department

Issuing parts

Costs and credits

Returns

Team Member – Independent Issue

Real time labor tracking

Team Member – TWS and IDL

Shop vs. All tab

All real time labor transactions

Logging on / Switching repairs

Log out

Technician Work Station – Log On/Off

View shop activity

Displays both direct and indirect labor

View all Shops

Technician Work Station – Work In Progress

Read-only version of the Work Order applet

Exception to the rule Update work order status Update shop Update meter readings

Permissions on MID code

Technician Work Station – Work Orders

Part Search

Assigned Repairs Search

TWS Review

Options

Message Log

Technician Work Station – Other Tabs

Location Start -> All Programs -> FASTER for Windows Fleet Management ->

Maintenance Utilities

Edit

Add

Multiple entries

Indirect Labor Editor

Capable of tracking all aspects of fluid inventory

Monitor consumption

Track usage

Track tanks

True cost of operating in-house fueling services

Team Member – Fuel

Manage fuel transactions

Update meter readings

Manual fuel transaction

Custom utility to import fuel transactions

Search

Updating posted transactions

Updating meter readings

Operational Costs

Tracks information on each tank Receipts Fuel issues Stick readings Maintenance

Allowing tanks to go negative

Tank Inventory

Tabs for equipment, parts, and history

Information separated by tab

Undo Update

Mass Update Utility

Setup in System Settings Create shop schedule

PM Posting Setup similar to PM Due Report View result before posting

Post to Shop Floor Manager as Deferred Repair When work order is created, PM is “auto-magically”

added as a repair Can send PM Due lists to customer

PM Posting

Track claims

Report on dollars recovered

Warranty Tracking

Batch Entry

FASTER Help

Other Applets

Equipment

Parts

Work Orders

Fuel

Motor pool

System

Billing

Custom

Team Member – Reports

Analysis: Understanding the reports

Monitor

Goals

Regroup

Process

Reports continued

Question & Answer