Asset Tracking Database

1. Asset Tracking Database Control Calibrated Equipment Manage Preventive Maintenance Maintenance Tracking

2. Asset Tracking Database • Control of Calibrated Equipment • Preventive Maintenance • Unscheduled Maintenance • Fix-It-Tickets • Miscellaneous Asset Control

3. Benefits • Control your calibrated equipment • Display your recall list • Track calibration history • Prevent damage to equipment from “forgotten” maintenance • Efficient and cost effective software solution • Simple, low cost solution • Saves time and improves efficiency • Shows the status of your equipment with a click of a button • A vital tool to ensure ISO9001:2008 compliance • Paperless system • Scan and link • digital photographs, • calibration certificates, • or other electronic documents

4. Features • Tracks Equipment (or Assets) through their life cycle • From purchase to sale or scrap • Defines which assets require calibration • Defines which assets require preventive maintenance • Controls Calibrated Equipment • Recall reports • Calibration Schedule • Delinquent calibration report • Tracks Preventive Maintenance • Maintenance schedule • Delinquent Maintenance reports • Tracks Unscheduled Maintenance • Full set of reports • To track your assets • To manage assets through proper calibration and maintenance

5. Database Setup

6. Easy Installation • Download the demo database • Save or copy the Asset Tracking.mde or Asset Tracking.accde to a designated folder on your Network File Server • Once purchased, register the demo database (enter the Product Code) • Ensure all Workstations have • Microsoft Access or the free Runtime version of Microsoft Access • Read and write privileges to the designated folder on the Network File Server Note: The above graphic is for stand alone Access databases - SQL configurations are different

7. Setup Set-up is organized in Tabs

8. Enter Equipment Manufacturers and Models Enter the asset Manufacturer information Enter a model number and select a manufacturer This will associate or link the model to the manufacturer

9. Enter Departments, Categories, & Vendors Enter the Department which owns the asset Enter the Category to organize assets into functional groups Enter Vendors, including calibration service providers

10. Enter Part Numbers and Employee Names Enter Parts that may be used in the repair or preventive maintenance Enter Employees, or equipment owners

11. Deleting Sample Data • Delete sample Asset data • Open the Assets form • Click Edit Assets button • Right click on the form tab and select Datasheet View • Select Data • Press Delete on the keyboard to delete all records

12. Create a New Asset Create new assets Set-up the asset for calibration Set-up the asset for preventive maintenance

13. Assets • Assets can be any material owned by the company • Computers • Furniture • Vehicles • Measurement and test equipment • Factory equipment • Each asset has • A unique serial number for tracking • Two additional tracking numbers are available • A manufacturer and model • An owner, department, and location for organizing and tracking • A category such as “measurement and test equipment” • Each asset may then be classified as • Calibration required • For Reference Only • Preventive maintenance required

14. Control pane: controls data entry, filters and links to other forms Create a New Asset Fields in YELLOW are required Enter Specific Asset information

15. Create a New Asset Serial # is the key tracking parameter General asset information Specific Asset information Calibration and Maintenance information is organized into 4 tabs

16. Create a New Asset – Calibration Details Indicates that Calibration is required Click to record a Calibration Event Shows the past Calibration Events

17. Create a New Asset – Preventive Maintenance Indicates that a PM is required PM counter may be miles, KW-hrs, Machine hours, units produced, etc. PMs may be time based… Or based on a count View the Maintenance History

18. Create a New Asset – Additional Details

19. Calibration Record calibration events Review calibration reports

20. Asset Calibration • Calibration events are recorded • When was it calibrated? • Who performed calibration? • Did it pass? • If not what was done • How much did it cost? • Next due date • Electronic Certificate is linked to the event

22. Record a Calibration Event • Select an asset for calibration • Use the filters to find the asset by serial number Date Cal. Next Due drives the recall reports Enter Calibration history Ctrl-K to create hyperlink to scanned image

23. Review Reports • A rich set of flexible, configurable reports • Review Reports to manage calibration schedule • Review all delinquent assets • See all assets due within the next 30 days

24. Preventive Maintenance Add a PM Create a PM Checklist Add a PM transaction Review PMs Near Due Report

25. Create a PM Enter PM Description Enter PM Frequency: Time based or Count Based PM will be automatically re-scheduled once it is marked complete PM will be due every 1000 running hours Prints a simple PM Checklist

26. Update Asset Counters • Asset counters may be • Running hours – the number or running or processing hours an asset or equipment has accrued from an arbitrary starting point. • Unit Count – the number of pieces an asset has produced or completed Enter the current Count (running hours or unit count)

27. Record a PM Transaction • PMs have a status that describes their state • First, PMs are scheduled for a future date (Date Next PM) or Count (Next PM Counter) • Status = Scheduled • Then they are marked as Complete • Status = • Completed • Waived • Or Not Done • If the PM Type is configured appropriately, the PM will be automatically re-scheduled for a future Date or Count (Next PM Counter)

28. Review PM Reports • Review Reports to manage PM schedule • Review all delinquent PMs • See all PMs due within the next 30 days • Review the PM Schedule

29. Unscheduled Maintenance Create a Fix-It-Ticket Record unscheduled maintenance Review reports

30. Create a Fix-It-Ticket “Add a Fix-It-Ticket and change the Asset status to “Out of Service” Email a notice to supervisors, etc. Record a detailed description of the problem to be addressed

31. Resolve the Fix-It-Ticket

32. About SBS • Sunday Business Systems is engaged in software sales and consulting services. • Applies Lean Manufacturing principles to Quality Management Systems • Sells software solutions to small businesses which help them implement ISO9001:2008 compliant systems for • Document Control • Corrective and Preventive Actions • Employee Training • Control of calibrated equipment • Customer Satisfaction Surveys • Communication / Continual improvement • Statistical Process Control • Shop Floor Control • Will customize the software for a particular Customer • Offers full Training services customized to individual needs

33. About SBS – Services • Data Import Services • Import employees, departments, Mfg, Models, and Serial numbers • Database Customization • Modify the standard product to match your process / terminology • Custom Database Solutions • Solutions for shop floor control/order processing and bar code solutions. • Database programming • MS Access • SQL • Contact SBS for additional details • Sales@SundayBizSys.com

34. Sunday Business Systems Fueling Small Business Efficiency • Visit www.SundayBizSys.com for: • Additional information • Free product demos • Pricing • Links to purchase software © 2012 Sunday Business Systems. All rights reserved. This presentation is for informational purposes only. Sunday Business Systems MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries.