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Proteus MMX Training Manual - Company

 

[NOTE: To view Table of Contents and Module Exercise, see the File Attachments section.]

Company

1. Company Information

The Company Information page in the Company Functional Area is used to store the basic company contact and address information.  This information should be entered at the time of installation.   Proteus MMX will use this data for the Location Browser hierarchy within the following modules: Assets, Asset Systems, Stockrooms, Tools, Employees, Contractors, Vendors, Service Requests and Work Orders.  The company address will also be displayed as the billing address on purchase orders.  (This information can always be entered or revised later should any changes occur). 

Note: This page does not contain a Record Navigator

2. Facilities

The Facilities page in the Company menu is used to document the main facilities within your company. This could include your company headquarters as well as your manufacturing plant(s), warehouses and any other buildings in other state(s). Proteus MMX will use this data to populate the Location Browsers.  These facilities will automatically be populated into tree listings in Proteus MMX.  It is best to enter these locations at installation time.

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Proteus MMX can segregate data, based on facilities.  Each facility needs to be assigned MMX roles for individuals who belong to those roles to view the data.  This is advantageous for large organizations that require the ability to disallow access for select groups of users while maintaining the ability for managers and overseers to view the organization.

There are some points to consider when using facilities:

1)    Facilities should only be used for the purpose above, and not as a general organizational tool for data.  There are five other location tiers (Site, Building, Floor, Room, and Area) that can be used for this.  Too many facilities will slow down the ability of           Proteus MMX to render the organizational tree in Assets, Locations, and anywhere else the tree is displayed.

2)    Facilities were designed to be an alternative to a second full implementation of Proteus MMX and not just another tool in the standard installation of MMX.  For 90% of our installations, one facility should be fine.

3)    When using facilities, be sure to assign the proper roles to them.

Note: Most users will only use one (1) Facility. The advantage of multiple facilities allows for data segregation. Essentially, given 2 facilities, A & B, individuals from Facility A can only see their specific information. These 2 separate facilities can be stored in the same database but independently accessible.

3. Locations

The Locations page in the Company Functional Area is used to store the basic company location information.  Proteus MMX will use this data to populate the navigation tree within Facilities.  These locations will be automatically populated into any tree listing in Proteus MMX.  The individual locations can also have specific data associated with it (Name, Address, Cost History, etc.).  It is best to enter these locations at installation.  (This information can always be entered or revised later, should any changes occur).

Note: This page does not contain a Record Navigator

4. Location Hierarchy

Company Locations are created and stored in a tree structure that follows a semi-flexible hierarchy. If utilized properly, the hierarchy will aid in the visual designation of the location of Assets, Stockroom, etc. 

The Location hierarchy is listed as follows; from largest to smallest:

Company

Facility 

Site

Building 

Floor 

Room 

Area*

Note (I): A location of a larger level can never be added as a child to a parent of a smaller level. For example, a Floor cannot be added as a child to another Building. 

Note (II): A location cannot be added to a parent of the same location type. For example, a Building cannot be added as a child to another Building.

Note (III): *An Area is a wildcard and can be added to any node except for another Area.

To Add a Location

Note: All locations are automatically added as children of the currently selected node. 

1. Select the current location

2. Click the New icon

3. Enter the Location Name, Location Type, and any other relevant data.

To Delete a Location

1. Select a location to delete

2. Click the Delete icon

3. Click the Yes icon at the verification prompt

Note: When a location is deleted, all children of the deleted location will be moved up to the parent. 

To Rename a Location or edit any data within the location

1. Select a location to rename 

2. Click the Edit icon

3. Enter the modified data

4. Click the Save icon

To Issue a Work Order against a location 

1. Select a location

2. Click the Issue Work Ordericon

3. Enter all necessary information

4. Click the Save icon

Related Information

Once a Location is saved, an additional link is provided at the bottom of the Details Tab, showing Cost History.

Cost History

The Cost History link displays the cost history for the selected location. This pop-up shows the year-to-date and life-to-date costs for Preventive and Demand Maintenance on this location, as well as any asset that belongs in this location.  These figures are based on accumulated labor and material costs on closed Preventive Maintenance and Demand Maintenance work orders.  

Note: These figures cannot be edited since they are calculated values. 

--> The calculations for these fields are derived from the following formulas:

Material: Qty. Allocated * Unit Cost (if Unit Cost <> 0)

Calculated when the work order is closed.

Labor: Labor Rate for each employee * Actual Hours of Labor Rate 

Calculated when the work order is closed. 

5. Fiscal Year

If you select the fiscal month as 'January,' the screen will show the current year and the following months will show up from 'Jan Current Year'. (Ex: Jan 2017 to Dec 2017)

You can access this feature under:

Company > Cost Centers

*For Table of Contents and Module Exercises, see the File Attachments section.