PMXpert User Manual

General

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1.Select Setup | System Settings from PMXpert’s main menu.
2.Select the General tab and enter your settings, following the instructions below.
3.When you have completed entering data into all the System Settings tabs, click Save.

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Click to expand/collapse textCalendar

Choose the Calendar Start Day of the Week from the drop-down list.
Click to expand/collapse textLink Services Rule

Choose whether you want to Link Services to the Smaller Interval, Link Services to the Larger Interval or Link Services to the Earliest Service. Later, when you create services, you will be able to link some of them together so that if they are both supposed to be performed within a certain time period, they will be pulled together into the same Work Order.  This way, the asset will only go for servicing once, instead of several times over a short period of time.

The Link Services Rule setting determines when the linked services will occur, whether with the smaller interval, the largest interval or the earliest service.  For more information, see Step 6: Services, Entering Services below.  Note that if you change this setting after linking services together, you will receive a warning that some of the services may become unlinked.
Click to expand/collapse textHeader Buttons

Select the checkboxes next to the header buttons you want appearing across the top of the PMXpert screen.

To change the order, drag and drop the headers to new positions in the vertical list.

The top header under Header Buttons will be the farthest left button along the top of the screen.

Click to expand/collapse textCurrency

From the drop-down list, choose the Currency you will use.
Click to expand/collapse textLitre to Gallon Conversion

Click a radio button to choose US Gallons or Imperial Gallons.
Click to expand/collapse textPM Schedule

The PM Schedule displays Asset Services that are scheduled to be performed, and you can generate work orders for the scheduled services.  See Chapter 5: Generate a PM Schedule, How the PM Schedule Works.

1.Generate W.O. Description Prefix: Enter the prefix that will appear by default on every work order generated in the PM Schedule screen.  See Chapter 5: Generate a PM Schedule, Generate Work Orders from Scheduled Services.
2.Reschedule Asset Service when Changing Scheduled Date on PM Schedule: The PM Schedule automatically pulls in an Asset Service when it reaches the Scheduled Date. The Lock Level of an Asset Service is usually Unlocked, meaning that PMXpert will adjust the Scheduled Date based on the last performed date, and the passage of time and/or use of the asset (meter) as defined in Asset Setup.  You can, however, manually change the Scheduled Date of the Asset Service on the PM Schedule.  This System Setting option allows you to choose whether the Asset Service is locked at the new date you select in the PM Schedule.  If you select Always, the Asset Service will be set to a Lock Level of Full Lock, meaning that the service will be locked into occurring on the date you select in the PM Schedule.  If you select Never, you can still manually change the Scheduled Dates of the Asset Services on the PM Schedule, but the lock level of the Asset Service remains Unlocked; if you leave the PM Schedule without generating work orders, the Scheduled Dates will revert to the original dates calculated in Asset Setup. See Chapter 5: Generate a PM Schedule, Edit and Reschedule Services.
Click to expand/collapse textAsset
1.Prompt to Add Inventory to the Asset Part/Fluid List: Check this checkbox if you want to receive a prompt when you add an inventory item to an Asset, asking if you want to add that item to the Asset’s Part/Fluid list.  To learn more about Asset Part/Fluid lists, see Chapter 3: Assets, Create a Part/Fluid List.
2.Warn if the Meter Exceeds Normal Usage: Check this checkbox if you want to be warned if the meter for the asset exceeds normal usage.
3.Include Removed Statuses When Setting the Asset Status: When you later create assets, you can set the status for each asset.  See Chapter 3: Assets, Enter an Asset.  If you want to be able to apply a "Removed" status to the asset, check this checkbox.  If you only want to choose from "Active" statuses when setting a status for a new asset, you can leave this checkbox unchecked.
4.Default Service Procedure Status: From this drop-down list, choose the default status that will apply to a procedure when you first add it to a service.
5.# of Memo User Field Lines: Enter the number of lines you want visible in a Memo-type user field in the Asset [New] or [Edit] window, and the User Fields tab of the Assets screen. You can still enter a memo that is longer than the number of lines you choose here; this just determines the size of the memo box. To learn how to create user fields, see Chapter 2: Setting Up PMXpert, Step 10: User Fields, User Fields for Assets, Inventory and Labor, and to learn how to fill in user fields for an asset, see Chapter 3: Assets, Enter an Asset.
Click to expand/collapse textOptions
1.Default New Cost Entry to Today’s Date: Select this checkbox if you want to default a new cost entry to today's date.  If you check the checkbox, when you later Add Costing to the Cost Entry area of PMXpert, the Performed Date for the new costing entry will default to the current date.  If you do not select the checkbox, the default date will be blank.
2.Show Filter Upon Entry of History Screen: This option determines whether or not the Filter Criteria window will appear when entering the History screen.  If you want the Filter Criteria window to appear every time you enter the History screen, select this checkbox.  If you do not want the Filter Criteria window to appear, do not select this checkbox.
3.Warn If Entering a Future Costing Date: Select this checkbox if you want a warning dialog to appear when a user attempts to enter a future date for a cost entry.
4.Default Inventory Lookup: From the drop-down list, choose the default inventory lookup: Inventory or None.  When you later add costing to Cost Entry, or detail items to a work order, purchase order or asset service, the inventory lookup drop-down list will default to the option you choose here.
5.Default Procedure Type: Choose the default procedure type from the drop-down list: Free Formatted, Check List or Attachment.  When you later add service procedures, the Procedure Type will default to the option you choose here.
6.Inactivity Timeout (Minutes): In this field, enter the minutes of inactivity after which PMXpert will automatically log out. By default, this will be set to 0 (disabled). It is recommended that you enter a number of minutes for the inactivity timeout. First, it provides extra security for your confidential data, as it will shut down the program if a person is away from his or her computer for an extended period of time. Second, if you set up external backups to run after hours and a user accidentally stays logged into PMXpert, the Inactivity Timeout will logout that inactive user and allow the backups to run.
7.Search Type: This option affects how you search in a Find dialog. From this drop-down, choose whether you want the search to start after there is a pause in typing, or if searches begin only after you press Enter on your keyboard.