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Reports Managers Can Run To Maintain Productivity & Competitiveness. Presented By: Al Steven & Danny Brashear. What Are We Going To Cover. Which reports do Managers need Why do we need the reports When to run the reports Plan ahead for the reports Set goals with your reports
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Reports Managers Can Run To Maintain Productivity & Competitiveness Presented By: Al Steven & Danny Brashear
What Are We Going To Cover • Which reports do Managers need • Why do we need the reports • When to run the reports • Plan ahead for the reports • Set goals with your reports • Run the reports • Share your results
Which Reports Do Managers Need • 113 – Equipment Usage Report • 609 – Troubleshooting Report Meter Usage (5.69 only) • 119 – Parent/Child Relationship Report • 125 – Equipment Cost Exception Report (5.69 only) • 130 – Mileage Exception Report • 131 – Equipment Without PM Information • 205 – Orders Not Received • 229 – Parts Inventory Turns Report • 301 – Technician Accountability • 304 – Deferred Maintenance Report • 309 – Downtime Detail Report
Which Reports Do Managers Need • 311 – Active Work Order By Shop • 314 – Possible Comeback Report • 315 – PM Labor Percentage Report • 318 – Technicians Efficiency Report • 321 – Average Repair Time & Cost • 326 – Scheduled vs. Non-Scheduled Repairs • 330 – Technician Productivity Percentage Report • 331 – Technician Cost to Labor Dollar Comparison Report • 332 – Fleet Availability Summary • 334 – TWS Review Report • 406 – Equipment Without Fuel Transactions (5.69 only)
113 Equipment Usage Report • What information does this report produce • Average usage in mileage per vehicle and department • Who should run the report • Shop Floor Manager and/or Fleet Manager • How often should I run the report • Monthly
113 Equipment Usage Report • Why do I need this report • Find the average usage per department • Move vehicles around to even out the usage • Identify high usage vehicles • Are you UnderFleeted or UnderFleeted • When do I need to run the report • Monthly and annually • Who do I share the results with • All your staff • Customers so they can move the under utilized vehicle around
609 Troubleshooting Report • What information does this report produce • Duplicate equipment UIDs • More than a single fuel meter set on one piece of equipment • Invalid seconds posted in the ETodayMeter • Invalid setup on CPM table codes • Who should run the report • Shop Floor Manager and/or Fleet Manager • How often should I run the report • As needed
609 Troubleshooting Report • Why do I need this report • Get a list of error found • When do I need to run the report • As needed when any of the other reports fail, (113, 113S, 130, 150 and 150S) • Who do I share the results with • N/A
119 Parent/Child Relationship Report • What information does this report produce • List of equipment with a parent/child connection • Attachment status • Displays different shop and/or company in red • Displays billing codes for each • Who should run the report • Shop Floor Manager and/or Fleet Manager • How often should I run the report • Monthly and/or Yearly
119 Parent/Child Relationship Report • Why do I need this report • See which equipment has parent/child set up • See attachment status • Which child has a different shop and/or company • Compare possible different billing codes • When do I need to run the report • Monthly and/or Yearly • Who do I share the results with • Shop Supervisors
125 Equipment Cost Exception Report • What information does this report produce • Old equipment that might be driving my cost per class up • Average cost and age per class • Who should run this • Shop Floor Manager and/or Fleet Manager • How often do I look at this report • Yearly
125 Equipment Cost Exception Report • Why do I need this report • To find old equipment that might be driving my cost per class up • Find my average cost and age per class • Reduce the average cost by class • Do I have good class codes • When do I need to run the report • Yearly • After you replace equipment within that class range • Who do I share the results with • Your customers to get replaced • All your staff
130 Mileage Exception Report • What information does this report produce • High & low usage based on mileage • You must set up the EEP codes first • Possible errors in meter reading entry from fuel interface or work orders • Who should run the report • Shop Floor Manager and/or Fleet Manager • How often should I run the report • Monthly
130 Mileage Exception Report • Why do I need this report • Find those low and/or high usage vehicles • Move vehicles around to even out the usage • Find vehicles that are always high usage and make sure the PM schedule is set according to manufacturers recommendations for warranty purposes • Identify possible meter entry errors • When do I need to run the report • Monthly and annually • Who do I share the results with • All your staff • Customers so they can move the under utilized vehicle around
131 Equipment Without PM Information • What information does this report produce • List of equipment with no PM schedule • Sorted by equipment • **Note** If the equipment ever had a PM set up and performed, it will not be listed on this report • Who should run the report • Shop Floor Manager and/or Fleet Manager • How often should I run the report • Yearly to make sure that all your new equipment that require a PM is set up
131 Equipment Without PM Information • Why do I need this report • See a list of equipment with no PM set up • When do I need to run the report • Yearly to make sure that all your new equipment that require a PM is set up • Who do I share the results with • Shop Supervisors and/or Parts Manager
205 Orders Not Received Report • What information does this report produce • List of parts that are outstanding • List of back ordered parts • List of parts ordered for a Work Order and/or Technician • Who ordered the parts • Order number and PO number • Who should run the report • Parts Manager • How often should I run the report • Daily and/or weekly
205 Orders Not Received Report • Why do I need this report • See a list of outstanding parts orders for: • Stock • Open Work Orders / Technician • See any parts that are on backorder • Pinpoint downtime holdup • Pinpoint slow vendor response • Find parts on order causing them not to show up on my auto order • When do I need to run the report • Daily and/or weekly • Who do I share the results with • Parts room staff and Shop Supervisors
229 Parts Inventory Turns Report • What information does this report produce • Only includes stocked parts in ‘A’ active status • Report will include 365 days from the starting date you entered • List parts that you may need to stock more of • Locate parts that you may need to reduce the amount of inventory • Provides an overview of your Part’s Room efficiency • Who should run the report • Parts Manager • How often should I run the report • Quarterly
229 Parts Inventory Turns Report • Why do I need this report • Find parts that you need to stock more of • Locate parts that you may need to reduce the amount of inventory • Provide an overview of your Part’s Room efficiency • Set an average turn goal and monitor that goal • Start off with 4-6 turns per year • When do I need to run the report • Quarterly • Who do I share the results with • All your staff
301 Technician Accountability • What information does this report produce • A bar graph to display the difference in labor hours per Technician • Direct vs. indirect labor hours • Hours logged onto a WO vs. available hours available • Who should run the report • Shop Floor Manager • How often should I run the report • Weekly and/or monthly
