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