Shiftbook and CMMS Interface User Manual

Symphony Plus

S+ Operations 2.0 Shiftbook and CMMS Interface User Guide

Symphony Plus

S+ Operations 2.0 Shiftbook and CMMS Interface User Guide

NOTICE This document contains information about one or more ABB products and may include a description of or a reference to one or more standards that may be generally relevant to the ABB products. The presence of any such description of a standard or reference to a standard is not a representation that all of the ABB products referenced in this document support all of the features of the described or referenced standard. In order to determine the specific features supported by a particular ABB product, the reader should consult the product specifications for the particular ABB product. ABB may have one or more patents or pending patent applications protecting the intellectual property in the ABB products described described in this document. The information in this document is subject to change without notice and should not be construed as a commitment by ABB. ABB assumes no responsibility for any errors that may appear in this document. In no event shall ABB be liable for direct, indirect, special, incidental or consequential damages of any nature or kind arising from the use of this document, nor shall ABB be liable for incidental or consequential damages arising from use of any software or hardware described in this document. This document and parts thereof must not be reproduced or copied without written permission from ABB, and the contents thereof must not b e imparted to a third party nor used for any unauthorized purpose. The software or hardware described in this document is furnished under a license and may be used, copied, or disclosed only in accordance with the terms of such license. This product meets the requirements specified in EMC Directive 2004/108/EC and in Low Volta ge Directive 2006/95/EC. SAFE FME DESKTOP PROFESSIONAL PROFESSIONAL tool information presented i s proprietory information of SAFE FME, ABB presents only customized customized workflows workflows of using SAFE FME FME Desktop Professional. Professional.

TRADEMARKS Symphony is a registered or pending trademark of ABB S.p.A. All rights to copyrights, registered registered trademarks, trademarks, and trademarks reside reside with their respective owners. Copyright © 2013ABB. All rights reserved. Release: July 2013 Document number: 2VAA003016A

TABLE OF CONTENTS

1

INTRODUCTION ........................................................................................... 7

1.1

Overview .......................................................................................................... 7

1.2

Purpose of S+ Operations ShiftBook ........................................................... 7

2

SETUP ........................................................................................................... 8

2.1

Configuration................................................................................................... 8

2.1.1 Configuring the Database ............................................................................ 8 2.1.2 Create a new ShiftBook database ..................... .......................................... 9 2.1.3 Database list .............................................................................................. 10 2.1.4 Creating Shiftbook users and groups ......................................................... 11 2.1.5 Login .......................................................................................................... 11 2.1.6 Groups ....................................................................................................... 12 2.1.7 Users ......................................................................................................... 12

3

OPERATION ............................................................................................... 13

3.1

Login .............................................................................................................. 13

3.2

User Access Rights ...................................................................................... 13

3.3

First Steps in the ShiftBook ......................................................................... 13

3.4

User Interface and Menu Structure.............................................................. 14

3.4.1 Start Page .................................................................................................. 14 3.4.2 User Interface ............................................................................................ 15 3.5

Menus ............................................................................................................. 15

3.6

Window Menu ................................................................................................ 25

3.7

Help-Menu ...................................................................................................... 25

3.8

Working with Entries .................................................................................... 26

3.8.1 List of entries ............................................................................................. 26 3.8.2 Filter ........................................................................................................... 27 3.8.3 Predefined ................................................................................................. 27 3.8.4 Filter page .................................................................................................. 27

TABLE OF CONTENTS

3.8.5 Creating a New Entry ................................................................................. 29 3.9

Comments- Index Card ................................................................................. 30

3.10 Component-Index Card ................................................................................ 31 3.10.1 Breakdown Data-Index Card...................................................................... 32 3.10.2 Time Data .................................................................................................. 33 3.10.3 Priority & Availability .................................................................................. 33 3.11 Snapshot-Index Card .................................................................................... 33 3.12 Shift Data- Index Card ................................................................................... 34 3.13 Other-Index Card........................................................................................... 34 3.14 Damage Data- Index Card............................................................................. 35 3.14.1 Editing / Viewing an Entry .......................................................................... 36 3.14.2 Acknowledgements / Confirmations ........................................................... 36 3.15 The First-Aid Log Book ................................................................................ 36 3.15.1 Creating a New Entry ................................................................................. 36 3.15.2 Editing an Entry ......................................................................................... 37 3.15.3 Operation ................................................................................................... 38 3.16 Archiving ....................................................................................................... 40 3.16.1 Operation ................................................................................................... 40 3.16.2 Accessing the Archive ............................................................................... 41

4

SETTINGS ................................................................................................... 42

4.1

Options-Dialog .............................................................................................. 42

4.1.1 Settings- Index Card .................................................................................. 42 4.1.2 Layout-Index Card ..................................................................................... 43 4.1.3 Print Layout- Index Card ............................................................................ 43 4.1.4 Shift Changeover- Index Card ................................................................... 44 4.1.5 Text Elements-Index Card ......................................................................... 44 4.1.6 CMMS-Index Card ..................................................................................... 47 4.1.7 Start Page- Index Card .............................................................................. 47

TABLE OF CONTENTS

4.2

5

Accepting Automatic Entries ....................................................................... 48

TOOLS ........................................................................................................ 49

5.1

Data Import / Data Export ............................................................................. 49

5.1.1 Menu .......................................................................................................... 49 5.2

CMMS Manager ............................................................................................. 50

5.2.1 ERP communication service ...................................................................... 50 5.3

ERPpro SQL Database Manager .................................................................. 50

5.4

ERPpro Administration ................................................................................. 53

5.5

User Manager ................................................................................................ 54

5.5.1 Menu .......................................................................................................... 55 5.5.2 Creating Users ........................................................................................... 55 5.5.3 Creating User Groups ................................................................................ 56 5.5.4 Group Access Rights ................................................................................. 57

6

INTEGRATION IN S+ OPERATIONS ......................................................... 58

6.1

Working with the ShiftBook Entry ............................................................... 58

SPlus Operations Shiftbook and CMMS Interface User Manual

1 1.1

INTRODUCTION

INTRODUCTION Overview This user guide contains information and instructions for Installing ShiftBook software and Configuring Shiftbook environment. The manual also explains how work with the following :

ShiftBook

UserManager

ERPClient

ERPConfiguration









1.2

Purpose of S+ Operations ShiftBook In accordance with the relevant legal and insurance-specific provisions, a shift book must be kept for every shift. The purpose of shift books is to record vital signal values and information on special events, along with comments. The shift supervisor can make manual entries into the ShiftBook. Beside this the ShiftBook application can be configured via the ERP Processor in this regards that signals automatically generate entries, if certain limit violations are determined. Shift supervisors can edit these entries and accept them for the ongoing shift. During shifts, shift supervisors and/or administrators can edit manually generated entries, provided that these entries have not been forwarded as maintenance messages to the ERP Client. Regular staff members have read-only access to the ShiftBook. Every entry can be supplemented by comments; comments made during a particular shift can be edited or deleted during that shift as well. Upon shift handover, the associated entries are sealed so that they can only be read and/or further comments be added.

7

2VAA003016A


2

SETUP

SETUP Start the setup on every node where the S+ Operations ShiftBook should be used (server/client). All the software that are needed for client and server is installed silently.

2.1

Configuration This chapter describes how to setup the ShiftBook environment so that after the steps described here the ShiftBook is ready to use. All actions can be started from the central tool CMMS Manage ‖. You can start the CMMS Manager from the start menu.

CMMS Manager Start Screen

2.1.1 Configuring the Database This chapter describes how to create a database for the S+ Operations ShiftBook and how to make it accessible. Both steps are done with the tool ―ERPpro SQL DB Manager‖ which can be started from the CMMS Manager. In the CMMS Manager choose Programs from the tree view left. Then select the icon to the left of the text ―Database Manager‖ in the right pane (see figure below).

CMMS Manager Programs view

As the name suggests the main tasks of the ERPpro SQL DB Manager is to manage the ShiftBook database(s) in the Microsoft SQL Server. Therefore the tool has to log on to the SQL server. In the Login window enter the server name where the SQL server is located and th e password for the ‗sa‘ user (SQL server System administrator).

2VAA003016A

8


SETUP

2.1.2 Create a new ShiftBook database This step is only necessary once at the server node. All client nodes will later be connected to the created database. Please perform this action on the server where the SQL server is located. In the ERPpro SQL DB Manager change to the tab Create Ne‖:

Figure 2-1: ERPpro SQL DB Manager - Create New tab

For creating a new database, the following entries need to be made: 

Name of the new database ("Database Name")



Name of the database owner ("Owner")



Database owner password ("Password")



Size of the database in megabytes ("Size of Database [MB]") plus log file size



Path ("Database Path")

Click on Create New button to create the new database. After the database was successfully created you are asked if you want to use it in the ERPpro Administration. Click Yes to start the ERPpro Administration tool where you can do some additional setting:

9

2VAA003016A


SETUP

Figure 2-2: ERPpro Administration – Settings

In this ERPpro Administration dialog please select the lan guage and the used Maintenance System, then clickOK. Finally the ERPpro SQL Database Manager starts automatically the procedure that maintains the databases. This is described in the next chapter.

list of useable

2.1.3 Database list To use one or more databases the connection parameter of useable databases are maintained from ERPpro SQL Database Manager . Therefore you have to enter the passwort of the database owner (you have set at creation of the shiftbook database) in the ‗Add DB to list‘ dialog. This dialog also pops up automatically after a new database was created. On all other (client) nodes you have start ERPpro SQL Database Manager (via CMMS Manager), connect to the SQL server where the shiftbook database is located, select the tab ‗Database Option’, choose the shiftbook database you want to use and click the ‗Add DB to List‘ button.

2VAA003016A

10


SETUP

Figure 2-3: ERPpro SQL Database Manager

2.1.4

Creating Shiftbook users and groups Since S+ Operations Shiftbook has its own user management users and user groups have to be defined. This chapter describes how to do this with the tool User Manager which can be started from the CMMS Manager. In the CMMS Manager choose ―Programs‖ from the tree view left. Then select the icon to the left of the text User Manager in the right pane (see figure below).

Figure 2-4: CMMS Manager

2.1.5 Login To work on a Shiftbook database with the User Manager you have to login first as an user with administrator rights. A new created database has initially a start user with the name STAR‖ and the password welcome. For security reasons delete this user after you have specified another user with administrator rights or change its password after the first login. 11

2VAA003016A


SETUP

2.1.6 Groups Shiftbook users are assigned to user groups. A user is a member of one group. Groups can have any number of users. In groups the user rights are defined. Every user of a group get the defined rights. In a new created database there 3 predefined groups 

Admin

administer shiftbook DB and can read shiftbook entries



Shiftsupervisor

supervise shifts and have read/write access to entries



Member

can read shiftbook entries

You can see and modify the group rights by double clicking the group.

Figure 2-5: Group Properties

You can add a new group with the Group menu -> New group.

2.1.7 Users To work with the S+ Operations ShiftBook you have to create at least one user with supervisor rights. For security reasons it is recommended to create additionally an user with administrator rights. Select ‗New User‘ from ‗User‘ menu, enter a login name and fill in the user settings and click OK.

Figure 2-6: User Properties

A new user is created and the password is set to ‗password’. The user should change his password later. He can this with the User Manager or the Shiftbook client. Save the configuration with ‗File’ menu -> Save.

2VAA003016A

12


3

OPERATIONS

OPERATION

3.1

Login Using the ShiftBook is possible only upon a successful login in the respective login dialog box. Depending on the predefined group allocation, shift changeovers can be carried out, new entries or comments can be created or edited, and/or existing entries can be read. You can open the login dialog at any time, using the ―key‖ symbol in the toolbar or by selecting the 'Login' option in the "File" menu or by using keyboard shortcut Ctrl+L. Groups and users, as well as their particular access rights in the ShiftBook, can be created and managed in the User Manager (see "Installation and Configuration").

Figure 3-1: ShiftBook — Login

3.2

User Access Rights In the ShiftBook, a distinction is made between the following user access rights: 

Administrator



Shift supervisor



Staff member



Acknowledge rights (Acknowledgement 1 and Acknowledgement 2)

Depending on the user access right assigned, a user may have read-and-write access or read-only access to the ShiftBook data. For a staff member, the menu options and buttons in the toolbar, e.g. for shift changeover or creating a new entry, are in a deactivated state.

3.3

First Steps in the ShiftBook The first shift must be rel eased by a shift supervisor carrying out a shift handover (a shift supervisor can effect the fi rst shift handover to himself); future shift handovers will be effected automatically upon login of the next shift supervisor. Upon each shift changeover, the program checks whether the user intending to end the ongoing shift is the current shift supervisor; only if this is the case and the new user is a member of the shift supervisor group as well, the ongoing shift wi ll be sealed and a new one will be created. From the first shift changeover on, an automatic entry will be created for every shift that will include a snapshot with userdefinable signals documenting the status at the time of handing-over.

13

2VAA003016A


3.4

OPERATIONS

User Interface and Menu Structure

3.4.1 Start Page

Figure 3-2: Start page

The "Start Page" opens up immediately after login. It displays 3 tables showing entries selected on the basis of different filters. The "Start Page" is user-configurable (see "Options" dialog) and is used for providing a quick overview of crucial data. Upon double-clicking an entry, you can view further details.

2VAA003016A

14


OPERATIONS

3.4.2 User Interface Upon successful login, the user interface will look like t his: Menu bar

Toolbar

Figure 3-3: ShiftBook — User interface

Status bar

3.5

Start page

Menus The following paragraphs describe the actions which can be selected via menu options and/or buttons in the toolbar. Depending on the type of view and the respective user access rights, individual menus and/or buttons in the toolbar may be inactive ("Administrator", "Shift Supervisor", or "Staff Member"). File Menu

This menu offers the following options:

Figure 3-4: ShiftBook — File menu

15

2VAA003016A


OPERATIONS

Menu Option-Login

With this menu option ( button or Ctrl + L), a new user can log into the ShiftBook. However, a shift changeover is not effected here, even if it would be in line with the given situation (current shift supervisor  next shift supervisor). Upon successful login, menu options and buttons will be shown in an active or inactive state, depending on the user access rights. Menu Option-Shift Changeover

With menu option "Shift Changeover" (button or Ctrl + S), you can predefine the shift handover from the current shift supervisor to the next shift supervisor, providing for the option of a shift supervisor being able to effect a shift handover to himself:

Figure 3-5: ShiftBook — "Shift Handover" dialog

The current shift supervisor only needs to repeat his password (provided that he was already logged-in) in order to end a shift terminate and hand it over. The next shift supervisor has to log in with his username and password in the same window. Only if the entries made are correct and complete, will a shift changeover be effected and a new shift will be created with the first automatic entry. If the entries are wrong, the program will display a message; upon clicking on "Cancel", the current shift supervisor will remain logged-in without any changes being made. The new shift supervisor can activate the function for automatically importing the entries created by the program into the ongoing shift by setting the respective check mark (see Section 2.8). A shift changeover will only be effected after all the automatic entries have either been allocated to the ongoing shift or after they have been deleted. The program will display a message if "automatic accepting" has not been activated and the "Automatic Entries" view is displayed. Using the "Options >>>" button, the dialog can be extended and the following setting options will appear for shift handover:

2VAA003016A



Close shift



Shift changeover without current shift supervisor



Open shift



Shift changeover

16


OPERATIONS OPERATION S

Figure 3-6:ShiftBook — "Shift Changeover" dialog

By selecting "Close Shift", the current shift supervisor can end the ongoing shift without starting a new one at the same time. After a confirmation prompt, an automatic entry will be created in the shift to be closed that indicates that the shift was closed without a handover to the next shift supervisor taking place. In the case of a "Shift Changeover without Current Supervisor", the shift handover can be carried out only with the next shift supervisor. After a confirmation prompt, an entry will be created automatically in the the shift just closed and in the new shift, indicating that a shift changeover has taken place without the current shift supervisor. The "Open Shift" option is available for creating a new shift only if there is not another shift still going on (first shift after installing the ShiftBook or after having closed the preceding shift). "Shift Changeover" is the default setting and is executed for a regular shift handover as described above. Click on the "Options <<<" button to close the additional setting options. Menu Option-New Entry

Select menu option "New Entry..." (button or Ctrl + N) to open the input mask for creating a new entry (see Section 2.5). For this purpose, the user, who has properly logged-in, does not need to have the view of the ongoing shift open. Each new entry will be allocated automatically to the ongoing shift.

Figure 3-7: Input mask Menu Option -Print

The shifts or entries selected can be p repared for printing in Word or Excel by selecting menu option "Print" (button ), depending on the setting under "Options" (see Section 2.5.1).

17

2VAA003016A



When the shift view is open, the respective entries will be accepted along with the shifts selected; in the views for the entries, open entries or simulations, however, the selected entries are accepted along with the individual shift information. Printout in Word or Excel is activated by selecting menu option "Print...". Menu Option Quit

You can quit the ShiftBook application by selecting menu option "Quit" (Ctrl + Q). This will not close the ongoing shift. View Menu

The View menu offers the following options:

Figure 3-8: ShiftBook — "View" menu Menu Option "Toolbar"

With this entry, you can hide or unhide the toolbar at the top:

Figure 3-9: Toolbar Menu Option -Status Bar

With this entry, you can define whether the status bar at the bottom shall be hidden or unhidden:

Figure 3-10: Status bar Menu Option -Refresh

Use this menu option (button

or F5) to refresh the current table display.

Menu Option-Shifts

Use the "Shifts..." menu option (button

or Shift + F2) to return to the main overview:

Figure 3-11: Shift -menu option

Double-clicking a line will open up a view of all entries of this particular shift:

2VAA003016A

18



Figure 3-12: Shift Entries- menu option

Upon double-clicking the maintenance ID of the entry, the ERPpro Client will open up, provided that the settings made under "Options" are correct, and will show this entry if it was as a maintenance message. Menu Option -All Entries

Selecting menu option "All Entries" (button or Shift + F3) will display a view of all the entries, regardless of the shift they were created in. Various types of entries (open (open entries (to-do‘s), simulations, instructions and au tomatic entries) can be shown highlighted in color. The number of entries shown shown can be reduced by activating activating different filters.

Figure 3-13: "All Entries" view

The various filter options are described in the filter chapter. . Menu Option-Open Entries

Open entries from all shifts recorded so far can be displayed by activating menu option "Open Entries..." ( Shift + F4). The program sets the filter for open entries.

button or

Figure 3-14: "Open Entries..." view Menu Option -Classification

For classifying ShiftBook ShiftBook entries into groups, groups, you can define define different classes which can can be used for filtering. Using buttons

19

, you can set filters directly:

2VAA003016A


OPERATIONS

Figure 3-15:"Classification..." view Menu Option-Automatic Entries

Menu option "Automatic Entries..." ( button or Shift + F7) is in an activated state only if the Service did write automatic entries into the database and if these entries can be accepted by the current shift supervisor for the ongoing shift (see Section Error! Reference source not found. ).

Figure 3-16: "Automatic Entries" view Tools Menu

The "Tools" menu offers the following options:

Figure 3-17:"Tools" menu Menu Option-Options…

With this entry ( button), the user can access the option menu where he or she can select language settings, default values, path data, print options, layout and settings for the shift changeover, the text elements, and the start page (see Section 2.6).

2VAA003016A

20


OPERATIONS

Figure 3-18:"Options" dialog Menu Option-Filter…

Use menu option "Filter..." ( button) for starting filtering. The filtering depends on the window actually shown. For the Start Page this menu item is disabled. If the list of entries is shown the filter (sub)page is overlaid and if the list of shifts is selected a time / component filter dialog is shown and can be used.

Figure 3-19:"Time/Component Filter" dialog

21

2VAA003016A


OPERATIONS

Menu Option-Change Password...

Shift supervisors and administrators, who have logged into the ShiftBook, can select menu option "Change Password"‖ ( button ) to define a new password. For this purpose, the previous password as well as a new one (repeated once) have to be entered into the dialog box. Provided that the old password is correct, the change will be saved in the database.

Figure 3-20:"Change Password" dialog Menu Option-Statistics...

Select menu option "Statistics..." ( button) to go to Excel where the user interface of the add-in for creating statistics is displayed automatically. Here, you can either create a hit list or a diagram of the history showing frequency of messages, e.g. for technical objects or items of equipment. Menu Option-Post-Trip Log...

Menu option "Post-Trip Log..." ( button) is in an active state only if an entry has been selected (in either one of the views "Entries", "All Entries", "Open Entries", "Simulations", "Instructions") for which a snapshot list has been created. For the signals entered in the snapshot list, a diagram will be generated in Excel showing the value trend before and after the time stamp defined for the snapshot. Menu Option-ERPpro Client...

For calling up the ERPpro Client directly from the ShiftBook, either click the "ERPpro Client..." menu option or the respective

button.

Menu Option-E-Mail

Menu option "E-Mail" offers three sub items. Send E-Mail

Menu option "Send E-Mail" ( button) will open up a dialog box where e-mails can be generated and sent. Shifts or shift entries, which might have been selected before that, will be attached to the e-mail.

2VAA003016A

22


OPERATIONS

Figure 3-21:E-Mail Program window

The buttons in the upper area are available for:

Sending an e-mail

Editing the address book

Calling-up the e-mail configuration In the "To" box, you can enter several recipients for one e-mail by clicking on the "+" button on the right, next to the box. The address book will open up and entries can be selected and imported by clicking on the recipients from the list by selecting them and then clicking on "Delete" or the " -" button.

button. You can delete

In the same manner, recipients of copies or blind carbon copies can be inserted into the "CC" and "BCC" input boxes. In the "Attachment" input box, you can attach files to an e-mail by clicking on the "+" button on the right. You can select any files in the appearing dialog box. Click on the "Delete" or "-" button to delete any files selected from the e-mail attachment. Into the "Message" box, you can write your actual message or the subject matter for an e-mail. Send QuickMail

Menu option "Send QuickMail" ( button) automatically creates an e-mail, possibly with an attachment, if any shifts or entries were highlighted. Such an e-mail is sent to the recipients in the QuickMail address book (can be defined during configuring).

23

2VAA003016A


OPERATIONS

Configuration.

Upon activation of menu option "Configuration...", the dialog box for setting the mail options will appear.

Figure 3-22: E-mail "Configuration" dialog box

You can enter the paths for the respective files into the input boxes available for the address book or the QuickMail address book or you can select them using the can be edited in the dialog box shown below:

button. Upon clicking the

button, the address book indicated

Figure 3-23: "Address Book" dialog box

You can access the following functions through these menus:

File → New:

Creating a new address book

File → Open...:

Opening the existing address book

File → Save: Saving the address book 2VAA003016A

24


File → Save as...:

OPERATIONS

Saving the address book under another name

Management → New entry...:

Including a new e-mail address

Management → Edit entry...:

Editing an existing e-mail address

Management → Delete entry:

Deleting an e-mail address from the address book

In the dialog for creating or processing an address book entry, you can enter the first name and last name associated with a given e-mail address. Select one of the options under "Entry Type" to define the address as work-related or private.

Figure 3-24:"Edit Address Book Entry" dialog

Under "Mail Programs to be Used", you can define how the ShiftBook e-mails are to be sent (via SMTP, Lotus Notes or MAPI, e.g. Outlook). The precise information for SMTP can be entered in the lower section.

3.6

Window Menu This menu offers the following options:

Figure 3-25: ShiftBook — "Window" menu

Menu Option -Cascade

Upon selecting menu option "Cascade", several views (e.g. of shifts and entries) will be displayed in the form of cascaded windows. Menu Option-Tile Horizontally

Use menu option "Tile Horizontally" to arrange several views (e.g. of shifts and entries) horizontally next to each other. Menu Option-Tile Vertically

Use menu option "Tile Vertically" to arrange several views (e.g. of shifts and entries) vertically, one below the other. Menu Option-Full Screen

Use the "Full Screen" menu option or F11 to go from a freely sized window to fully screen or vice versa.

3.7

Help-Menu This menu offers the following options:

25

2VAA003016A


OPERATIONS

Figure 3-26: ShiftBook — "Help" menu Menu Option-Content...

By clicking on menu option "Content" or F1, you will come to an online help function providing assistance in handling the ShiftBook. Menu Option-DB Infos..

This menu option offers information on the DBMS used here and the currently active database and gives you a statistic representation of the database entries. Menu Option-About...

Contains information about the PGIM ShiftBook.

3.8

Working with Entries

3.8.1 List of entries Starting point for the work with ShiftBook entries is the list of ShiftBook entries. This list can be filtered or unfiltered. The unfiltered list is shown by selecting menu option "All Entries" (button

or Shift + F3).

Figure 3-27:"All Entries" view

At the head of the list there is a toolbar with filters, settings and actions regarding the list or their (selected) entries:

Figure 3-28: Entries toolbar

The "Markings" checkbox (de)activates the color-coded representation of the different statuses on the list. Shows the ―Details‖ of the selected entry. Same as an entry is doubleclicked.

Classification by means of a user-definable list of classes (e.g. working instructions, disturbance, simulation, etc.). Works as a filter for the list.

Classification by means of a user-definable list of classes (e.g. Power, Water, etc.). Works as a filter for the list. 3-state-button. Filters for the ―Open‖ state of the entries. Not clicked=Filter inactive (no border). Clicked once=Filter for entries with state ―Open‖ (green border). Clicked twice=Filter for entries with state not ―Open‖ (red border).

2VAA003016A

26


OPERATIONS

3-state-button. Filters for the ―Maintenance Message‖ state of the entries. Not clicked=Filter inactive (no border). Clicked once=Filter for entries with state ―Maintenance Message‖ (green border). Clicked twice=Filter for entries with state not ―Maintenance Message‖ (red border). 3-state-button. Filters for the ―Automatic Entry‖ state of the entries. Not clicked=Filter inactive (no border). Clicked once=Filter for entries with state ―Automatic Entry‖ (green border). Clicked twice=Filter for entries with state not ―Automatic Entry‖ (red border). Displays / Hides the filter selection that is d escribed in the next chapter.

Sets back every filter. All entries are shown in the list.

(De)Activates the ―Full text search‖. Additional controls appear at the top of the list.

With the submenus Acknowledge Level 1 and Level 2 can be done for the selected entries (s. Chapter 3.4.5).

3.8.2 Filter Since a list showing all the entries can be very long, filters that limit the number of entries in the list may be useful. If a filter is active and what kind of filter it is, is shown at top of the list.

3.8.3 Predefined Predefined filter are the menu options "Open Entries...", ―Classifications …‖ and ―Shifts‖ (selecting a shift in this page).

3.8.4 Filter page Throught the menu option "Filter..." ( over the list of entries.

27

button) ot the

button in the toolbar list the filter page will be set paartly

2VAA003016A


OPERATIONS

Figure 3-29: Filter Page

At the filter page entries can be filtered regarding their 

Assignment to a shift (―Shifts‖)



Entry number (―Entries‖)



State of acknowledgement (―Acknowledge‖)



Priority (―Priority‖)



Time (―Time‖)



Associated object name (―Objects‖)

All filters are applied immediatelly to the list. The result could be seen at once. To filter over infor mation for the maintenance system click the text ―Select to show dialog‖ in the frame with the caption ―Damage Information‖. The following dialog appear where more filter can be selected and activated.

Figure 3-30:More Filter

2VAA003016A

28


OPERATIONS

3.8.5 Creating a New Entry You can create a new entry using menu option "File  New Entry" or the

button.

The following dialog appears:

Figure 3-31: Input mask

In the upper section of the dialog box, you will find the following information on the entry … 

Brief Description: Here you can enter a short text (100 characters) summarizing the contents of the entry. The button gives you access to the text elements available.



Classification1:

Used for selecting an entry class, e.g. disturbance or instructions



Classification2:

Used for selecting a second entry class, e.g. Power or Water.

… and a toolbar with the following actions Entries, which require no further editing, can be checked off here as closed. Such a closed entry is no longer editable. Here you can check off those entries which are to be created as maintenance messages in the ERPpro Client as well. Such entries will no longer be editable, however; a respective warning will appear before you complete the action. Upon selection of this option, the entry will be acknowledged (1st level)

Upon selection of this option, the entry will be acknowledged (2st level)

Creates the entry in the Shi ftBook database.

Clears all the fields for start to create a new entry

Save changes

Cancel changes resp. Return to the list.

29

2VAA003016A


3.9

OPERATIONS

Comments- Index Card The "Comments" index card is used for recording additional information on a given entry. During any shift, comments can be added or a comment made in an ongoing shift can be edited or deleted. Comments made in preceding shifts can be accessed on a read-only basis.

Figure 3-32:Input mask of the "Comments" index card

As soon as files are attached , a list of thumbnails (showing the type of object) will appear on the right side of the index card and the original filename is displayed, starting with the ID numbers. Double-click the object to open up the associated application. If there is no associated application available, a copy of the object will be created and filed in the root directory of the ShiftBook for further processing. Objects, which were inserted by a staff member of the ongoing shift, can be deleted by this person by clicking on the associated button ( ) and answering a confirmation prompt. When selecting files, several objects (files) can be highlighted and imported into the ShiftBook. Many large-sized objects, however, considerably increase the memory requirements of the underlying database.

Figure 3-33:Input mask of the "Add File..." dialog

For adding comments, click on the comment, click on the

2VAA003016A

button; for making changes, double-click an entry in the history. For deleting a

button. Use the

key to close the edit window.

30


OPERATIONS

Figure 3-34: Input mask of the " Edit Comments" dialog

Use this dialog box to enter any free text; you can save it by activating the If you wish, you can activate buttons

(Bold),

(Italic),

button.

(Underscore) and/or

(Strikethrough) to emphasize

certain parts of your text. Using the "Text Elements" button ( ), you make your selection from a number of predefined text elements which have been generated under "Options". In this context, the various elements are allocated to main categories and subcategories and are described by short texts in order to assist the user in finding the right text element. Use the "Cancel" button to leave the dialog box without importing a text.

Figure 3-35:"Text Elements" dialog

3.10 Component-Index Card Open up the "Component" index card to select a given component (Technical Location / Equipment) from a dialog box offering a tree structure :

31

2VAA003016A


OPERATIONS

Figure 3-36: Input mask of the " Component" index card

Figure 3-37: Input mask of the " Select Component" dialog

3.10.1 Breakdown Data-Index Card Open up the "Breakdown Data" index card to enter all information concerning type and duration of a disturbance or the component's level of availability:

Figure 3-38:Input mask of the "Breakdown Data" index card

This register card offers access to the following in formation: 2VAA003016A

32


OPERATIONS

3.10.2 Time Data Entries made under "Time Data" are primarily relevant to maintenance messages which ought to be created in the ERPpro Client. 

Begin: Beginning of the disturbance; the time when the entry is being made is entered here by default; click the "Now" button to set date and time to the current system time.



End: If/As soon as the end of the disturbance is known, you check off this box and thus define the end time of the disturbance.



Time to Repair:

Is computed by the program.



Component failure: component.

A check mark in this box indicates that the disturbance did lead to a failure of the

The "Now" scroll buttons set the entries for beginning or end to the current system time. The entry for the end can be made in a subsequent shift, provided the entry is not "Closed" before that.

3.10.3 Priority & Availability Here you can enter your estimate regarding the component's further level of availability. 

Priority: Classification of the message priority. Under "Options" (click on the button), you can define a default value which will appear automatically when a new entry is created. (see Section 2.6)



Availability:

Here you can enter the estimated level of availability of the component concerned.

3.11 Snapshot-Index Card Into the "Snapshot" index card, you can either import signal lists, which have been predefined in the ERPpro Configuration Tool, or you can add signals from the Signal Explorer by drag & drop.

Figure 3-39: Input mask of "Snapshot" i ndex card

When a signal list is being imported, the p rogram will automatically select the component preselected on the "Component" index card as the associated object of reference. You can delete signals from the list for a given ShiftBook entry — by dragging & dropping them into the trash or by using the "Delete" key. The measured values appertaining to the signals will be read automatically for the time entered (default setting: time when the entry is being created) as soon as a snapshot is loaded. If signals are added by drag & drop, the measured values need to be retrieved by clicking on the "Read Values" button. If this read procedure is interrupted due to errors (e.g. connection to server interrupted), a message will appear prompting the user to define whether the read procedure ought to be continued for additional signals from the same server or whether these signals ought to be skipped. Click on the "Post-Trip Log" button in Excel if you wish to have a diagram generated for the signals listed in the snapshot list, illustrating the value trend before and after the time stamp defined for the snapshot. The Signal Explorer can be called up directly by clicking on the "Start Signal Explorer" button. A trend of the signals specified can be viewed upon activation of "Display Trend" (PGIM required).

33

2VAA003016A


OPERATIONS

3.12 Shift Data- Index Card The ShiftBook program will automatically make the entries on the "Shift Data" index card; manual changes are not possible:

Figure 3-40: Input mask of the "Shift Data" index card

The Shift Data index card p rovides the following information: 

Shift supervisor: Shift supervisor of the shift the entry refers to



Previous supervisor: Supervisor of the previous shift, i.e. the one before the shift of the entry that is being displayed



Next supervisor: After the end of a shift, the name of the next shift supervisor is displayed



Shift dated: Date on which the shift began



Beginning of shift: Exact time of the shift handover at the beginning of this shift



End of shift: Exact time of the shift handover at the end of this shift (only appearing for closed shifts)



ID:



Time Stamp: Indicates the time when the entry has been created (is entered automatically upon creation).



Closed: Entries, which require no further editing, can be checked off here as closed. Such a closed entry is no longer editable.



Maintenance Messages: Here you can check off those entries which are to be created as maintenance messages in the ERPpro Client as well. Such entries will no longer be editable, however; a respective warning will appear before you complete the action.



Automatic Entry: Entries entered into the ShiftBook at shift changeover or by the ERPpro Service are marked accordingly and cannot be edited; but they can be supplemented with comments or marked as open.

ID number of the entry (assigned automatically when the entry is created).

3.13 Other-Index Card On this index card, you can enter additional information required for being able to forward the entry to SAP R/3 PM. In addition, information from the SAP system is displayed, e.g. the message number or the maintenance job number.

2VAA003016A

34


OPERATIONS

Figure 3-41: Input mask of "Other" index card

3.14 Damage Data- Index Card Entries made under "Damage Data" define the cause of the component malfunction and the priority of this message. In addition, you can enter your estimate regarding the component's further level of availability. 

Damage Class: The program will display a dialog box with a tree structure, where you can select the damage class. Entries in this tree structure are grouped on a plant-specific basis and can be entered using the data import tool.



Code of damage class: Is entered automatically upon selection of the damage class.



Cause of damage: For selecting the cause of the damage, the program will display another tree structure. All entries are grouped on a plant- and system-specific basis and can be entered using the data import tool.



Code of cause of damage: Is entered automatically upon selection of the cause of the damage.

Figure 3-42: Dialog boxes for "Select Damage Class" and "Select Cause of Damage"

35

2VAA003016A


OPERATIONS

3.14.1 Editing / Viewing an Entry To edit or view an existing entry, double-click it in the table using the left mouse button. This will open up the input mask with the entry data. Entries made in shifts, which are closed now, only permit access for the p urpose of attaching comments, for changing the ir status from "Open" to "Closed", or for setting or removing check marks for simulation or instruction. For entries, which are forwarded to the ERPpro Client as maintenance messages, further comments can be created and check marks for simulation or instruction can be set or removed. In the case of entries, which are generated automatically by the ShiftBook program upon shift changeover, users can merely attach additional comments.

3.14.2 Acknowledgements / Confirmations For every entry, two acknowledgement or confirmation levels are available that can be set or deleted in the input mask. If you need to acknowledge several entries, you can do so in the "All Entries" view. Click button "Q 1" or "Q 2" to acknowledge all entries selected at once (collective acknowledgement). For this purpose, the "acknowledgements" filter has to be active. Set the following symbols in the respective column (Q1 /Q2): 







confirmed not confirmed

Confirmations can be set only by those users who have sufficient user access rights ( see Section "User Manager").

3.15 The First-Aid Log Book The first-aid log book is used for recording all incidents occurring during operation that resulted in personal injuries. Call up the first-aid log book by clicking on the the main menu.

button on the menu bar or by selecting "Tools" "First-Aid Log Book" in

Figure 3-43: First-Aid Log Book

For more clarity, the program only displays the entries of the last three months. You can retrieve older entries by adjusting the timeframe accordingly using the

button.

3.15.1 Creating a New Entry You can create a new entry in the first-aid log book upon clicking the "New" button. In the dialog box opening up, you can enter all the information required:

2VAA003016A

36


OPERATIONS

Figure 3-44:First-Aid Log Book — New entry Data on the Circumstances of the Accident:

Name of the injured:

Name of the person injured (entered manually or selected from a list)

Date and time of accident:

Date and time when the accident happened

Location / Plant component:

Location of the accident (entered manually or selected from a list)

Witnesses:

List of who witnessed the accident (can also be selected from a list or entered manually)

Course of events:

Details / Description of the circumstances of the accident

Type / Severity of injury:

Detailed description of the injury

Information about first-aid measures:

Name of first-aider:

Name of the first-aider (entered manually or selected from a list)

Time of first-aid support:

Date and time of the first-aid assistance

Type of measures:

Description of the medical aid provided

3.15.2 Editing an Entry If you wish to edit an existing entry in the first-aid log book, double-click that entry. The appearing dialog corresponds to the one for preparing a new entry.

37

2VAA003016A


OPERATIONS

The Staff List

On the staff list, both the employees working on a shift and their activities will be recorded. You can also view lists of previous shifts and/or previous activities of a specific employee.

Figure 3-45: Staff List

The start view displays the staff list of the ongoing shift.

3.15.3 Operation List of Shifts

Shift Comment

Employees Present

Staff List — Operation

Print

Additional Options

List of Employees

List of Shifts:

List for selecting a particular shift (past / ongoing)

Employees Present:

List of employees working on the shift selected. Contains the following information:

2VAA003016A

38


OPERATIONS



Name of the employee



Department of the employee



Scheduled working hours (double-click  edit)



Overtime (double click  edit)



Description of the activity/activities (double-click  edit)

Shift Comment:

Remark / Comment on the shift selected

List of Employees:

List of all employees available. Adding employees to this list is done in the User Manager.

Additional Options:

Click

to add somebody to the staff list.

Click

to delete somebody from the staff list.

Opens the "Activities" view (Past activities of an employee  for details see below).

Save (saves the selections made)

Restore (restores the settings made following the last save command)

Add to current shift (applies the list selected to the current shift list) Print:

Print (prints the staff list of the shift selected)

Figure 3-46: Staff List — Activities

The "Activities" view shows all past activities of a certain employee over a certain period of time (date filter, editable using the

button). The employee is selected from the list of employees or staff list in the main view.

You can print any of the activity lists by activating

39

. Selecting several employees and printing their lists is possible.

2VAA003016A


OPERATIONS

3.16 Archiving Use the archiving function in the PGIM ShiftBook for storing ShiftBook entries in an existing archive in order to regain free disk space for the database primarily in use. Creating an Archive

Start the "ERPpro SQL Database Manager" to create a new archive for storing ShiftBook entries externally. Use the "Database Options" index card and click on the "Create DB Archive" button to create a corresponding archive for the database selected from the list.


3.16.1 Operation To access the archiving function go to "Tools"  "Archiver" in the main menu or click on the

button in the menu bar.

Figure 3-48: "Archiver" dialog

If an archive database already exists, it will be selected automatically. Under "Settings", you can define as of when entries ought to be stored externally (defined by the shift date in the case of shift operation, or by the entry date in the case of non-shift operation). Click the "Start" button for starting-up the archiving procedure.

2VAA003016A

40


OPERATIONS

IMPORTANT: Entries, which were not archived during a previous archiving procedure because they were still in an open status, are automatically checked again and archived, if possible, even though the time option selected for the current archiving procedure would not include these entries.

3.16.2 Accessing the Archive You can access an archive database via the ShiftBook user login by entering "ARCHIVE" as the username (password "dbarchive"); this is a rea d-only access. However, this user presetting can be edited or deleted in the "User Manager" in order to provide for more control over archive database access.

41

2VAA003016A


4 4.1

SETTINGS

SETTINGS Options-Dialog You can access the "Options..." dialog by selecting menu option "Tools  Options..." or by clicking on the button and make a number of changes there. Click the "Apply" button to save the changes made; the "Options" dialog box will remain open though. Upon clicking "OK", the changes will be accepted and the dialog box closes. "Cancel" will cancel all changes made and close the dialog box.

4.1.1 Settings- Index Card

Figure 4-1: Options — "Settings" index card 

For new entries, you can predefine priority and message type under Default.



The size of the printout is defined under Print Options defined. "Tabular Form" generates an overview in Excel showing information regarding the shift; the respective columns can be defined in detail on the "Print Layout" index card. A "Complete Report" generates a Word file which also contains comments and the snapshot list for the selected shift and entry data.



Under Selections, you can define the colors for highlighting open and automatic entries. The "Reset" button resets the representation to the default color code.



Under Snapshots, you can activate or deactivate the snapshot index cards in "Options" and in the input mask, as well as the automatic generation of a snapshot upon shift changeover.



Under Maintenance Messages, you can activate or deactivate the Apply button in the input mask.


SETTINGS

4.1.2 Layout-Index Card

Figure 4-2: Options — "Layout" index card

On the "Layout" index card, you can define the columns to be shown in the views. The list on the left shows the columns available for display; the list on the right shows the columns being shown at the time. Use the >> and << keys to define which ones are to be shown. Click on the arrow keys on the right in order to d efine the sequence of columns. Additionally you can specify the number of rows shown in the entries list.

4.1.3 Print Layout- Index Card

Figure 4-3: Options — "Print Layout" index card

Independent of the columns actually displayed, you can select certain columns for a printout in tabular form. However, columns "ID", "Brief Description" and "Technical Location" cannot be deselected for such a printout. The template for the Excel printout predefines these default columns and three optional columns. If more information is selected, the result might be a poor print layout. Use the >> and << keys to select the columns which shall be displayed. The sequence of the columns can be defined with the help of the arrow keys on the right.

43

2VAA003016A


SETTINGS

4.1.4 Shift Changeover- Index Card

Figure 4-4: Options — "Shift Changeover" index card

Upon each shift changeover, the ShiftBook creates an automatic entry — as an option, the entry may contain values scanned from the power plant operation at this point of time. The signals to be used for this snapshot list can be inserted on the "Shift Changeover" index card. The "Start Signal Explorer" button opens up the Signal Explorer where you can import signals into the table by drag & drop. To remove signals from the table, click on the "Del" key or drag & drop them into the wastebasket. With the "Auto Print" options, you can define whether all existing ShiftBook entries or open entries shall be printed upon shift changeover. For "Immediate Printout", there will be no further prompt regarding the creation of a Word file.

4.1.5 Text Elements-Index Card

Figure 4-5: Options — "Text Elements" Index Card

Text elements, which can be activated from a number of options (comments, short text entries, first-aid log book), can be created, managed and deleted on the "Text Elements" index card. From the top down, you can edit main categories, subcategories and text elements along with brief descriptions. By clicking on "+" next to a selection box, you can add certain elements; with "Change", you can edit the name, the text or the allocation to a category. Use the "-" button to delete elements after a confirmation prompt. Main categories

(+) : For adding a new main category, go to the following dialog box: 2VAA003016A

44


SETTINGS

Figure 4-6:"New Main Category" dialog

Click on "OK" to create the main category just entered. If such a category already exists, the program will display a message and you can change the name again. Use "Cancel" to leave the dialog box without having made a change. (Change) : If you wish to change the name of a main category without affecting possibly existing subcategories and text elements of this category, you can edit that name in the dialog box shown in Fig. 38. Again, the change will become effective after you click the "OK" button; use "Cancel" to keep the old name. (-) : If you wish to delete a main category, the following confirmation prompt will appear:

Figure 4-7:"Delete Main Category" dialog

The first option will delete only the main category selected. Appertaining subcategories with text elements will be allocated to main category "----------" from where they can be attached to another main category. The second option deletes the associated subcategories as well. Any remaining text elements will be allocated to subcategory "----------" from where they can be attached to other subcategories. Text elements or subcategories allocated to a "----------" category cannot be selected in a comment input box. First they need to be allocated to another category by activating the "Change" button at the subcategories/text elements of another category. The third option deletes all associated subcategories and text elements. Upon activating "Cancel", the main category selected will remain on the list. Subcategories (+): Use the following dialog box for adding a new subcategory:

Figure 4-8: "Add Subcategory" dialog

45

2VAA003016A


SETTINGS

Click the "OK" button to allocate the subcategory entered to the main category selected in the upper box. If this subcategory already exists, a respective message will appear and you can change the name. With "Cancel", you can leave the dialog box without having made a change. (Change): If you wish to change the name of a subcategory or its allocation to a main category without affecting any possibly existing text elements of this category, you can make these changes using the dialog box shown in Fig. 40. Again, the change will become effective after you click the "OK" button. Use "Cancel" to keep the old name or previous allocation. (-): When you attempt to delete a subcategory, the following confirmation prompt will appear:

Figure 4-9: "Delete Subcategory"

Clicking the "Yes" button will delete the subcategory selected from the list, along with all associated text elements. Clicking the "No" button will only delete the subcategory selected. Appertaining text elements will be allocated to the "---------" subcategory allocated from where they can be attached to another subcategory. Text elements listed under the "----------" subcategory will not be available in the comment input box. First, they need to be allocated to another subcategory by clicking the "Change" button at the text elements of another subcategory. Click "Cancel" to keep the subcategory selected on the list. Text elements (+): Use the following dialog box for adding a new text element:

Figure 4-10: "New Text Element" dialog

Upon clicking the "OK" button, the text element entered, along with a brief description, will be created under the subcategory selected in the upper box. If such a text element already exists, a respective message will appear and you can change the abbreviated name. Use "Cancel" to leave the dialog box without having made a change. (Change): If you wish to make changes regarding the abbreviated name, the text or the all ocation to a subcategory for a text element, you can make these changes in the dialog box shown in Fig. 42. Again, the changes will become effective upon clicking the "OK" button. Use "Cancel" to keep the old name or previous allocation. (-): Before a text element is deleted, a confirmation prompt will appear where you are asked to confirm the delete action.

2VAA003016A

46


SETTINGS

4.1.6 CMMS-Index Card

Figure 4-11: Options — "CMMS" index card

"Automatic Forwarding to SAP" under "Mainten. Message" assures that maintenance messages need not be selected again in the ERPpro Client in order to be forwarded to SAP.

4.1.7 Start Page- Index Card

Figure 4-12: Options — "Start Page" index card

The "Start Page" index card is used for configuring the start page. Under "Title", you can define the title, the background color, the font color and the logo, simply by clicking on the respective option. Furthermore, settings can be chosen for the 3 tables available: 

"Title": Heading of the table



"Classification": Filters the table entries on the basis of the classification specified



"Status of the Entry": Offering the following options: … Open entries only … Closed entries only … Both closed and open entries



47

"Columns Displayed": Here, you can select all the columns to be displayed. 2VAA003016A


SETTINGS

The sequence of the columns within the tables displayed on the start page can be changed by using the drag & drop method. Like the setting described above, this change is saved on a user-specific basis.

4.2

Accepting Automatic Entries The ERPpro Configuration Tool allows users to configure values for certain signals that will effect an automatic entry into the ShiftBook as soon as these values are reached. At 5-minute intervals, the ShiftBook checks whether such entries exist and prompts the user — provided that he has logged-in with default settings — to specify whether the entries ought to be shown in order to be able to accept them:

Figure 4-13: "Automatic Entries" message

 Upon "No", the button for going to the automatic entries will be activated ( ) so that these can be accessed at any time. Upon "Yes", a view of the new automatic entries will appear immediately, which is otherwise accessible via the respective activate button:

Figure 4-14: "Automatic Entries" view

Entries, which are to be imported, can be selected simply by clicking on them (use the Ctrl or Shift key to select several entries); they can be allocated to an ongoing shift by clicking on the "Accept Entries Selected" button. For deleting entries, simply select them by mouse click (use the Ctrl or Shift key to select several entries) and then click the "Delete Entries Selected" button. Unallocated or deleted entries will stay on the list when you go to another view; they can be edited at a later point of time. If, upon shift changeover, the shift supervisor logged-in did set the check mark for "Auto-Apply Service Entries", these entries will be imported into the ongoing shift without causing any further messages.

2VAA003016A

48


5 5.1

TOOLS

TOOLS Data Import / Data Export The following information can be imported into the database tables using Excel sheet "DB-import.xls" and any existing information can be edited: 

Technical Locations



DCS



Items of Equipment



Cross References



Damage Classes



Causes of Damage



Priorities



Error Codes 1



Error Codes 2



Error Codes 3



Text Elements

SAP

API-Pro

If there are no root elements for Technical Locations / PLS, you can have them generated automatically upon clicking the "Generate Root Elements" button, provided that the names for the technical locations are structured consistently, e.g. object ABC is the root element of object ABC1, ABCx, ... And, object ABC1 is the root element of objects ABC1x, with x representing any string of characters, etc.

5.1.1 Menu With the help of the following menu, you can add data to the database, replace data or have data imported from the database in order to be able to edit them:

Figure 5-1: Data Import / Data Export menu "Clear sheets and read from DB" 

"Clear Excel sheets": Clears the contents from all Excel sheets



"Read data from database": Clears all the Excel sheets, reads the data available, and imports the data into the respective Excel sheets


TOOLS

"Append sheets to existing DB" 

"Data of current Excel sheet": Imports only data from currently selected Excel sheet into the database. Existing data will not be overwritten.



"Data of all Excel sheets": Imports the data from all existing Excel sheets into the database. Existing data are kept.

"Delete DB content and create new sheets"

5.2



"Insert data from current sheet": Imports the data of the Excel sheet currently selected into the database include. All existing data will be removed.



"Insert data from all sheets": Imports data from all Excel sheets into the database. None of the existing data are accepted, but will be deleted completely.

CMMS Manager The CMMS Manager is a tool that helps to manage and configure the S+ Operations ShiftBook and the CMMS Suite (SAP Interface, APIpro Bridge). The tasks of the CMMS Manager are: 

Create an ERP communication service



Manage ERP communication services



Start other configuration tools



Change language and CMMS system settings

You can reach a task via the tree on the left part of the User Interface.

5.2.1 ERP communication service An ERP communication service manages the ShiftBook license and the communication to the CMMS system for one ShiftBook database. That means that for every ShiftBook database there exists an ERP communication service. Typically this service runs on the ShiftBook server. Create an ERP communication service

Do the following steps to create an ERP communication service: 

Select Database on the selection tree



Select the database for which you want to create a service



Click the right mouse button and select ―Create service‖



Follow the instructions.

Manage ERP communication services

To Start / Stop ERP communication services or read their log files choose Services on the selection tree. On the right pane the list of known services will be shown. Select the service of your choice and get the submenu with the right mouse button.

5.3

ERPpro SQL Database Manager Use the ERPpro SQL Database Manager for creating a new ShiftBook database, a ShiftBook database archive or for reviewing and extending an existing database that is compatible with the PGIM ShiftBook.


TOOLS

"ERPpro SQL DB Manager Login"

Using this tool is possible only upon a successful login as a system administrator of the database server. This user (MSSQL: SA) was created during the installation of the respective database server. "Create New DB" Index Card (MSSQL)


For creating a new database, the following entries need to be made on the "New Database" index card: 

Name of the new database ("Database Name")



Name of the database user ("User")



Database password ("Password")



Size of the database in megabytes ("Size of Database [MB]") plus log file size



Path ("Path")

After filling-in this information, click on "Create New DB" to create the new database. Keep in mind that the datab ase path indicated must correspond to the local path on the SQL server. Otherwise, there may be access problems if the user did not perform a system login on the SQL server.

51

2VAA003016A


TOOLS

Where a database with this particular name already exists, you can overwrite it now. Caution: All existing data will be lost for good. You can now confirm your action with "Yes", which will load the new database into the ERPpro Administration so you will be able to use it in the PGIM ShiftBook.

Figure 5-3: Confirmation Mesage

Use the "Database Options" index card to review the available information and options of the database. "Database Options" Index Card

On the "Database Options" index card, you can retrieve information about ShiftBook compatibility, usernames, date of creation, database path or size and number of the existing shifts — for any existing database registered on the server — and, if necessary, you can carry out an update of the entire structure of a database selected (using the "DB Update" button).

Figure 5-4: ERPpro SQL DBMan — "Database Options" index card

By clicking the "More..." button, you can view further details of the various tables in the given database. The "Refresh" button updates the view of the information available in the database. Furthermore, you can access ERPpro Administration by clicking on "ERPpro Administration" in order to be able to configure the database settings for the PGIM ShiftBook. If you wish, you can automatically load the database presently selected ("Import Selection into ERPpro Admin") or add it to or remove it from the PGIM ShiftBook selection menu by clicking on the "Add DB to L ist" or "Remove DB from List" button. Use "Create Archive" for creating an a rchive database. System Database (MSSQL)

The "System Database" index card displays information on the system databases of the server.

2VAA003016A

52


5.4

TOOLS

ERPpro Administration Start ERPpro Administration for configuring the language and database settings, the maintenance systems and the ERP Processor settings.

Figure 5-5: ERPpro Administration — Main window

You can open the ERPpro Administration dialog via the ―Load ERPpro Administration‖ button in the ERPpro SQL Database Manager. You have to enter the password of the owner of the selected database. Configuration Options

Select either English or any other language that is installed (applies to all ShiftBook applications). ERP Processor Service

Choose the settings for ERP Processor ("Host:" IP / name of the computer where the ERPpro Service is running, "Name:" name of the ERPpro Service) Use "Check" to stop or start the service. Database

Database settings (apply to all ERP applications) 

Type (type of database) Defines the type of database to be used with the PGIM ShiftBook.



Path Defines the path to the database



MSSQL: database server = name / IP address of the computer where the database has been installed; database name = name of the PGIM ShiftBook database)



User (database username) Sets the username of the database



Password (password of the database) Password of the database user

It is not possible to save the changes made if the link data entered for the database are incorrect. If you did start ERPpro Administration via the ERPpro SQL Database Manager, you can accept the databases selected right there. 53

2VAA003016A


TOOLS

Maintenance System

Choose either API PRO or SAP. Extended settings for API PRO:

Figure 5-6: Maintenance System

5.5



Import error codes



Import maintenance jobs



Export maintenance messages



Timer interval (in minutes)



Import path



Export path

User Manager The User Manager is used for creating users and user groups for the PGIM ShiftBook and for managing them. Username START

In order to be able to log into a new database, which is still empty, use the START username that has been created after the database was created.

Figure 5-7: User Manager — Login

Initially log into the database using "START" as the username and "welcome" as the password. For security reasons, delete the START user as soon as a new user(name) with administrator access rights has been created or at least change its password.

2VAA003016A

54


TOOLS

Figure 5-8:User Manager — Main window

5.5.1 Menu The following sections describe the User Manager menus and their functions. File Menu: The "File" menu offers options for saving the settings and ending the program. User Menu: The "User" menu is used for user management. Group Menu: The "Group" menu offers setting options for configuring and creating user groups.

5.5.2 Creating Users Select the New User menu option (User  New User) to create a new user.

Figure 5-9: User Manager — "User" menu

Upon input of the username, the "User Properties" dialog will appear.

55

2VAA003016A


TOOLS

Figure 5-10: User Manager — User Properties

The following settings need to be entered: 

First name



Last name

Department



Description



User group



The "Description" input box is used for briefly describing the user; the selected user group will determine the user's access rights. When creating a user the password is set to the default password "password". The user will be able to update the password in the PGIM ShiftBook (administrators can do this in the User Manager). Save the changes made by clicking on "Save" (File  Save) or using keyboard shortcut Ctrl+S.

Figure 5-11: User Manager — "File" menu

5.5.3 Creating User Groups Use menu option "New Group" (Group  New Group) for creating a new user group.

Figure 5-12: User Manager — "Group" menu

Upon entry of the group name, the "Group Properties" dialog is loaded.

2VAA003016A

56


TOOLS

Figure 5-13: User Manager — Group properties

The following settings need to be made:

Description

Rights





"Description" is used for briefly describing the tasks of the new group. The properties of the group access rights are outlined in the following paragraphs. Save the changes made by selecting menu option "Save" (File  Save) or using keyboard shortcut Ctrl + S.

Figure 5-14: Save Option

5.5.4 Group Access Rights The following rights can be assigned: 

Administrator access rights (administrators)



Read-and-write access (shift supervisor)



Read-only access (staff members)



Acknowledge rights (Acknowledgement 1 and Acknowledgement 2)

To have acknowledge rights, users do not have to have write or administrator access rights.

57

2VAA003016A


6 6.1

INTEGRATION IN S+ OPERATIONS

INTEGRATION IN S+ OPERATIONS Working with the ShiftBook Entry When you open a new Shiftbook entry for a tag for the first time, a mapping between the S+ Operations and the object structure in the ShiftBook will be accomplished. For all new objects which do not have a mapping up to now, you will see the following dialog:

Figure 6-1: Shiftbook Entry Mapping

Answer by ―yes‖ will connect you to the Mapper. For this you need to have Shiftbook administration rights – please log in with the appropriate credentials.

Figure 6-2: Authentfication dialog box

On the left hand side you will find the S+ Operations object, on the right hand side please browse and select the according Shiftbook object. When finished press ok.

Figure 6-3: Creat Reference

When the Shiftbook object already exist, then the Shiftbook entry page is opened. From here you can navigate to all Shiftbook entries (

).


INTEGRATION IN S+ OPERATIONS

Figure 6-4: Shiftbook entry page

59

2VAA003016A

Shiftbook and CMMS Interface User Manual

Recommend Documents