FASTER Win Basics
Tour de FASTER
Al Steven
Tour 101
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Balance/Process
Riding a bike/Navigating the software
Building a Team/System Settings
Team members:
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Equipment and assets
Work Orders
TWS and IDL
Parts
Operational Costs
Report Runner
Balance/Process
 Process, Process, Process
 Consistency
 Data
 Reporting
 Training
Navigation
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Various ways to access the software
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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
Setting Up Your Team
 System settings
 Majority of set-up options
 Important to review periodically
System Settings – System Information
 Defines how your software works
 Admin-level permissions
 Important to review periodically
System Settings – Users
 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 – Table Lookup Codes
 Populate the drop down fields
 Set codes and descriptions
 Always use the manual when adding or updating
System Settings – Repair 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 – Other Tabs
 Purchase Orders
 Account Codes
 Vendors
 Flat Rate
 PM Scheduler & PM Posting Applet
 EQ Warranty & Warranty Tracking Applet
Team Member – Equipment and Assets
 Equipment Inventory
 Equipment Template
 Equipment Ownership
Equipment Inventory – Header
 Required information
 White background, blue letters
 13 fields
 Strongly recommended information
 EAC
 Color
 TSet
 Meter Reading
 Last PM
 Parent EQ Company
Equipment Inventory – Master
 Additional vehicle specific information
 Important fields
 Fuel Types and Fuel Capacity
 Engine, Transmission, and Tire sizes
 Keys
 Benefits
 Comment lines 1-3
Equipment Inventory – Billing
 Required field
 Important tab
Equipment Inventory – Acquire/Dispose
 Last required field
 Acquire information
 Dispose information
 Title number
Equipment Inventory – Vehicle Replacement
 15 point rating system
 Maintenance costs life-to-date
 Life-to-date mileage or hours
 Expended life in months
Equipment Inventory – Meters
 Set up for tracking meter(s)
 Primary meter
 Life expectancy
 Roll over or replaced meters
Equipment Inventory – Warranty
 Setup by time and/or distance
 Pre-warranty expiration
 Use in conjunction with warranty tracking applet
Equipment Inventory – PMs
 Setup by time and/or distance
 Intervals must be divisible into each other
Equipment Inventory – User Reference
 Additional tracking
 Purchase price
 Heavy equipment / Buses
Equipment Inventory – Other Tabs
 Account
 Parts
 History
Team Member – Equipment Ownership
 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 Template
 Does not require the Gateway
 Setting up templates
 Required fields
 White background, blue letters
 Reusing templates
 Search
 Adding vehicles
Team Member – Work Orders
 Foundation
 Information gathering
 Information gathered from work orders
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Repair time
Repair frequency
Maintenance history
Technician efficiency
Unit availability
Work Order – Header
 Required fields to open a work order
 Tab, tab, tab
 Status
 Department
 Location
 Billing code
 Default reason code
 Disable downtime tracking
Work Order – Repairs
 Reason
 Supplement with notes
 Assigning repairs
 Editing repairs
Work Order – Labor
 Repair labor tracking
 Real time vs. batch
 Editing labor
Work Order – Parts
 Parts used during repair
 RTY
 Returning parts
 Display options
Work Order – Sublet
 Vendor repair costs
 Tracking
 Editing
Work Order – Cost
 View total cost
 Add miscellaneous costs
 Cost type
 Auto shop charge
Work Order – Credit
 Automatic part warranty credit
 Manually add credits
 Credit type
Work Order – User Ref
 Additional data tracking
 PM information
Work Order – Parts and Tasks
 Only place to issue from a part list
 Print/reprint both lists
Work Order – Other Tabs
 Issue Search
Team Member – Parts or Inventory
 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
Parts Inventory – Master
 Reference Keys
 Stock quantities
 EOQ
 ABC
 Core
Parts Inventory – XRef Parts
 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 – Warranty
 Automatic alerts
 3 sections
 Warranties on Part
 Equipment with Warranted Part
 Part Usage Codes
 Adding a warranty
Parts Inventory – Other Tabs
 User Ref
 Order Search
 Bar Code
 Order/Receipt
 Transfer
 History
Team Member – Parts Processing
 Tracking
 Ordering
 Receiving
 Real time issuing
 Transferring
 Controlling Inventory
Parts Processing – Order/Receipt vs. One Step
 Order/receipt
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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 – Auto Order
 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 – Inventory / Cyclical Inventory
 Inventory tab vs. Cyclical tab
 Best practice – count while closed
 Generating inventory lists
 Updating in-stock quantities
Parts Processing – Other tabs
 Issues
 Transfers
 Credits
 Searches and Query
Team Member – Utilities
 Mass Update
 Title Sets
 ABC/EOQ
 Key Change
Utilities – Parts and Tasks Lists
 Found in Utilities applet
 Part list
 Time saver
 Consistency
 Issuing parts from a list
 Task list
 Duplicating lists
Team Member – Independent Issue
 Part issue with no labor
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Light bulb
Office supplies
Uniforms
Windshield wiper
 Creating independent issue
 Vehicle
 Department
 Issuing parts
 Costs and credits
 Returns
Team Member – TWS and IDL
 Real time labor tracking
Technician Work Station – Log On/Off
 Shop vs. All tab
 All real time labor transactions
 Logging on / Switching repairs
 Log out
Technician Work Station – Work In Progress
 View shop activity
 Displays both direct and indirect labor
 View all Shops
Technician Work Station – Work Orders
 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 – Other Tabs
 Part Search
 Assigned Repairs Search
 TWS Review
 Options
 Message Log
Indirect Labor Editor
 Location
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Start -> All Programs -> FASTER for Windows Fleet Management -> Maintenance
Utilities
 Edit
 Add
 Multiple entries
Team Member – Fuel
 Capable of tracking all aspects of fluid inventory
 Monitor consumption
 Track usage
 Track tanks
 True cost of operating in-house fueling services
Operational Costs
 Manage fuel transactions
 Update meter readings
 Manual fuel transaction
 Custom utility to import fuel transactions
 Search
 Updating posted transactions
 Updating meter readings
Tank Inventory
 Tracks information on each tank
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Receipts
Fuel issues
Stick readings
Maintenance
 Allowing tanks to go negative
Mass Update Utility
 Tabs for equipment, parts, and history
 Information separated by tab
 Undo Update
PM Posting
 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
Warranty Tracking
 Track claims
 Report on dollars recovered
Other Applets
 Batch Entry
 FASTER Help
Team Member – Reports
 Equipment
 Parts
 Work Orders
 Fuel
 Motor pool
 System
 Billing
 Custom
Reports continued
 Analysis: Understanding the reports
 Monitor
 Goals
 Regroup
 Process
Question & Answer