Regional SPIN Report

1. Regional SPIN Report Report Instructions User’s Guide

2. Double Click Wynne User ID All Caps BAT File Steps - Automated SPIN • Double click on the bat file, “Create NA 10 ODBC.bat” it maybe different based on your location and Country • Enter User ID • The user ID is the same as the Wynne ID • Use all capitol Letters • Press Enter • This will only have to be completed the one time • Note if error during the process run the Bat file again

3. Regional SPIN Report User’s Guide

4. Automated SPIN Report • Copy and Save the SPIN Report file to your desk top • Upon opening, a dialog box will ask to enable or disable the automatic refresh • Choose to enable automatic refresh • Save the SPIN Report before closing Choose Enable

5. A. Key Numbers District Targets District N & D Status District P/U & In Transit District Total Controllable % District Unavailable District Fleet $ Location Unavailable Location Targets Equipment Shortage Region Totals Location N & D Status Location Utilization in $ Location P/U & In Transit Location Total Down Status

6. A1. Key Numbers/SMF Target Location Daily Average % Change Target District Daily Daily average is calculated by comparing the completed SMFs to the total SMFs due. # of Service Calls per Location

7. User’s Guide A. Tab Name - Key Number – Previous page • Provides a snapshot of Region, District, and Depot Targets. Current numbers for D status, N status, in-transit, pickup, and Equipment Shortage A1. Tab Name – Key Number – SMF – Bottom of Page • Daily average is calculated by comparing the completed SMFs to the total SMFs due. • Recap of number of Field Service calls per location based on the Closed WO tab

8. B. Status Detail Wynne W/O Problem This filter will toggle between D & N status Serial Number Wynne W/O Description Unit Number Location Filter Wynne W/O Date Open Units in Yellow are in D status. (ACC repairs) Units in Pink Required for rental based on Reservations If the Unit field is Red then it means there are 2 or more Work Orders on the same unit Year of unit mfg.

9. Outside Shop Filter • Select D in the filter tab of column F. This will filter down on all units in the Outside Shop category. These are the items assigned to our Atlas Copco repair center ONLY.

10. User’s Guide B. Tab Name – B. Status Detail – previous page • Open Work Orders are refreshed when opening the SPIN Report. • Custom filters are above each column. • Column B shows the serial number of the unit. • Using the filter above column H you can filter down to a specific Depot location. In this view you will see each piece of equipment that has an open work Order in Wynne. To see specific Depot location including satellite locations, then filter above Y. • Using the filter above column F you can filter down on either N or D status. B1. Tab Name – C. Status Detail – next page • Column Q is the actual book value, R is the actual cost • Column S thru X is the number of days in Status • Column AA is count of the double work orders, 2 means there are multiple work orders • Column AB shows what is on reservation from all locations and model needed for rental • This report is only as accurate as the data in the Work Order. Keeping the estimated completion date and Work Order detail current helps keep the SPIN Report accurate. • All the information in the report is refreshed when opening the SPIN Report or by selecting the refresh button by right clicking on the data and selection “refresh” the current page only • To refresh all you will need to use is the External Data – Refresh All button. The icon depends on the version of Excel used or

11. B1. Status Detail Count of units Avg Days in Status # of units on Reservation for all locations Tot Book Value of Items showing Tot Cost of items showing Days in status

12. User’s Guide C. Tab name - Res Sum • The “Res Sum” Tab is the detailed listing of open reservations. • If the number is negative then that implies that the reservation is past due • If the number is positive then that implies that the reservation is still good • Negative number should be reviewed so that reservations can be updated D. Tab name - Pickup – Trans Tab • The pickup-trans tab is the detailed listing of the units in pickup and in-transit status • In column I, U means pick up and I means In-transit E. Tab name - Res Detail • The Res Detail Tab list the reservation details including company name, dates, and the territory manager F. Tab name - Shortage Eqp Tab • The Shortage Equipment shows the equipment shortage based on quantity owned, quantity available, and quantity on reservation G. Tab name - Rental Checkout > 1 week Tab • The Rental Checkout > 1 week Tab shows all open work orders greater than 1 week that shows Rental Check out and have not been updated or closed

13. C. Res Sum Positive number 1 week to due date Negative number 3 weeks past due Product Description Customer Name

14. D. Pickup and In-transit Status U = Pick up I = In-transit Unit number Location

15. E. Res Detail Store Loc Company Name Territory Mgr Unit Description Date unit needed Weeks till unit needed Estimated Return Date

16. F. Shortage Equipment Equipment Shortage (a negative number is implied) Qty Available @ Location Qty Owned @ location Qty on Reservation @ location Location Filter Description Filter Calculation Qty Owned: 11 Qty Available: 2 Qty on other units = 11-2 = 9 Qty on other units = 9 may be on-rent, down or in-transit Qty on Reservation: 6 Equipment Shortage = 2 (qty available) – 6 (qty on reservation) Equipment Shortage = -4

17. G. Rental Checkout > 1 week Work Order number Unit number

18. User’s Guide H. Tab Name – Closed WO The closed work order detail can be reviewed by changing the start and ending date in Q2 and R2, respectively Enter the date as yearmonthday (example: 20100224) (note: no -/ or spaces) Right click on data and select refresh

19. H. Closed Work Order Breakdown of days in Shop Location Filter Unit # Filter Service Call Y/N Days in Repair Breakdown of WO Cost Location Billed Filter Report Date -From Report Date - To

20. Committed tosustainable productivity.