Catering & Laundry Equipment Solutions Unit 8a Mulcahy Keane Estate, Greenhills Road, Dublin D12Y276 Ireland. 01 4504755 service@mulcahytechnical.ie VAT No: IE 8277434D 16th July 2020 Re: Requirements for upgrade of Service Management Database The following upgrades are required for our existing MS Access 365 database. The existing database is a slightly modified version of the Microsoft Service Database template. The upgrades below constitute phase 1 of the upgrade process. If these can be successfully implemented, we will move to phase 2, which will include purchase orders for spare parts and preventive maintenance logs for appliances. 1. At present, when we open a new case, we type in a list of faults as reported by the customer. Eg. Oven not working, dishwasher leaking, etc. We wish to move to a more ‘appliance-centred’ system where we ‘add’ appliances to cases. Thus, when we receive a call from a customer we will select the faulty appliance from a list of appliances for that customer and type in the fault for that appliance. There should also be an ability to add a repair note to that fault (to indicate what was done to fix it) and we would like to be able to assign a status to that fault – e.g. open, temporarily repaired, repaired, not repairable etc. 2. Once an appliance has been added to a case and the fault noted, we wish to be able to ‘add’ replacement parts to that appliance. We expect we will have to enter in a lot of new parts to begin with but as time goes by we should be able to add parts from the list of parts already entered. Parts assigned to an appliance will have a status: requested / quoted / fitted. 3. When parts are added to an appliance, we wish to be able to generate a quotation which will include parts and labour. This will be sent to the customer by email for approval. Again, we wish to be able to assign a status to the quotation – quote issued / quote approved / quote closed. 4. Based on the above, we would like to be able to generate a service history for specific appliances. This should be a report that will tell us what faults have occurred on that appliance, what remedial works were done, what parts were fitted, etc, etc. 5. We would like to add the facility to attach documents to cases and/or appliances – e.g. photographs from site or handwritten technician dockets. This facility was in Company Directors: E. Devoy & T. Devoy Company Reg. Number: 277434 VAT No: IE 8277434D www.mulcahytechnical.ie the original Microsoft Service database but we stripped it out as the scanned in documents made the database file quite large and we found it was unstable when being accessed by multiple users. I believe splitting the database might alleviate this problem (See next item). 6. We would like the database to be split to front end and back end in order to resolve the problems with the database file size becoming quite large if scanned documents are added. Best regards, Alan Monaghan, Service Manager, Mulcahy Technical Services Ltd. Company Directors: E. Devoy & T. Devoy Company Reg. Number: 277434 VAT No: IE 8277434D www.mulcahytechnical.ie