8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 1/92
MIE M AINTENANCE
2011.0
USERGUIDE
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 2/92
MIE Maintenance User Guide
2
Table of Contents
Introduction ..................................................................................................................................... 3 Installing MIE Maintenance ............................................................................................................ 4
Installation Overview .................................................................................................................. 4 System Requirements .................................................................................................................. 4 Client Installation ........................................................................................................................ 5
Prerequisites .NET Framework, SQL Server .............................................................................. 5 Logging Into MIE Maintenance .................................................................................................. 7
Getting Started ................................................................................................................................. 8 MIE Maintenance Ribbon Bar .................................................................................................... 8
Setup Lists ..................................................................................................................................... 11 Organization Maintenance ........................................................................................................ 12 Division Maintenance ............................................................................................................... 13 Sites Maintenance ..................................................................................................................... 16 Department Maintenance .......................................................................................................... 17 Work Center Maintenance ........................................................................................................ 19 Machine Types Maintenance .................................................................................................... 25 Machine Categories Maintenance ............................................................................................. 26
Maintenance Types ................................................................................................................... 27 Failure Types Maintenance ....................................................................................................... 28 General Ledger Account Maintenance ...................................................................................... 29 Payment Term Maintenance ..................................................................................................... 30 Payment Method Maintenance .................................................................................................. 32 Currency Code Maintenance ..................................................................................................... 33 Discount Maintenance ............................................................................................................... 34 Sales Tax Maintenance ............................................................................................................. 35 Ship Via Maintenance ............................................................................................................... 36 Party Maintenance ..................................................................................................................... 37 User Maintenance ..................................................................................................................... 43 Customer Group Maintenance .................................................................................................. 46 Security Maintenance ................................................................................................................ 46 Days Off Maintenance .............................................................................................................. 48
Repair & Maintenance ................................................................................................................... 49 Machine Work Orders .............................................................................................................. 49 Machine Usage Reading ........................................................................................................... 57 Maintenance Requests .............................................................................................................. 59 Maintenance Schedules ............................................................................................................ 66
Item ................................................................................................................................................ 74 Purchase order ............................................................................................................................... 74 Backup ........................................................................................................................................... 75 Appendix A – Detailed Installation Instructions ........................................................................... 76 MIE Maintenance Installation Procedures .................................................................................... 76
Installation Overview ................................................................................................................ 76 System Requirements ................................................................................................................ 76 Download Software ................................................................................................................... 76 Client Installation ...................................................................................................................... 76
.NET FRAMEWORK INSTALLATION................................................................................. 77
.NET FRAMEWORK ALREADY INSTALLED...................................................................... 79
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 3/92
MIE Maintenance User Guide
3
Introduction
Congratulations on your decision to use the MIE Maintenance system.
MIE Maintenance is a software system designed to help manage and keep track of all themaintenance activities within your organization from machines to vehicles.
Key Benefits of a scheduled maintenance program are:
1) Establish a preventative maintenance program to maintain equipment on a planned
schedule in order to minimize unexpected breakdowns.2) Planned down time of machines so scheduling can schedule around the downtime to
maximize on time deliveries.
Key Benefits of MIE Solution‟s MIE Maintenance software includes all of the above and:
1) Accumulate costs for each maintenance work order to track costs and how often
maintenance is being performed.2) Have a history of maintenance performed on each piece of equipment to help
determine when a major overhaul may be needed or the piece of equipment may need
to be replaced due to excessive downtime or repair costs.
3) Set notifications for inspection equipment to be recertified.4) Track warranty periods on all equipment and set when standard warranty inspections
need to be performed.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 4/92
MIE Maintenance User Guide
4
Installing MIE Maintenance
Installation Overview
IMPORTANT!
Make sure to completely read and understand the installation instructions. You can
render your current software unusable if you perform the installation incorrectly! Back up your current set of databases and reports to a safe location. If you encounter
any problems, please contact Technical Support. You should develop an installationstrategy before performing a new or upgrade installation. The overall installation process
consists of the following steps:
For companies with network securities set up.
Preliminaries:
MSSQL Server:- SQL Account (username & password) to create & login to a new Database.- Firewall (both local & company Firewall) needs to be setup to allow MSSQL
connections between Clients & MSSQL Server.
- MS SQL Management Studio installed.
Client computer:
- Need to be able to connect to MSSQL Server. (MS SQL Management Studio can beinstalled to test this.)
System Requirements
The MIE Maintenance software can be installed on computers running on any of the
following operating systems:
Windows 7
Windows Vista
Windows Server 2003
Windows XP
Windows 2000
The operating system version can be either Workstation or Server. Ensure that the target
computer has at least 100 MB of free space for the installation.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 5/92
MIE Maintenance User Guide
5
Client Installation
The client installation must be installed first onto the computer that will be hosting the
document repository for MIE Maintenance. The client installation can run on every
computer that requires access to MIE Maintenance.
IMPORTANT NOTE: You must run this installation as Administrator. On Vista
you can right click on the file and install as administrator. On Vista you must also
be logged in as local administrator.
Prerequisites .NET Framework
1) The prerequisite for MIE Maintenance is SQL Server and .NET Framework 3.5.
To install MIE Maintenance click on the setup icon fromthe download.
.NET FRAMEWORK INSTALLATION
If the .NET Framework has not been installed
before this Setup screen will appear.
(See Appendix A for detailed instructions for
the installation of the .NET Framework.)
.NET FRAMEWORK ALREADY INSTALLED
The MIE Maintenance Setup screen appears.
Click the Next button.
The next setup screen gives the user the ability
to either use the default installation path and
folder or to change where the system will
install the program.
Click the Next button
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 6/92
MIE Maintenance User Guide
6
SQL, SERVER OR EXPRESS INSTALLATION
The next setup screen gives the user the ability
to:
1) Create a desktop icon
2) Create a Quick Launch icon
If a version of SQL, Server or Express, i sn’t
installed on the system put a checkmark in the
following checkboxes:1) Download and Install MS SQL Express?
2) Download and Install MS SQL
Management Studio Express?
Click the Next button
(See Appendix A for detailed instructions for the installation of the SQL, Server or Express.)
Click the Finish button to finish installingMIE Maintenance.
On the initial server install there should be
a checkmark in the Database is installed on
this computer checkbox.
Click the Test Connection button. If the
connection is OK the system will ask if it isOK to Setup New Database.
Click the OK button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 7/92
MIE Maintenance User Guide
7
Logging Into MIE Maintenance
Running the MIE Maintenance application is very simple.
Click on the MIE Maintenance icon if it was created on the
desktop or from the start menu to start the application.
The first screen gives MIE
Solutions contact information andsoftware version during the login
process.
The second screen that appears is a login screen asking for the user name and password.
The default user name is:
Admin N/A
The default password is:Admin
(Password is not case sensitive.)
Once logged in, additional users can be added and passwords can be changed. This is
done in User Maintenance.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 8/92
MIE Maintenance User Guide
8
Getting Started
MIE Maintenance Ribbon Bar
DESCRIPTION
The MIE Maintenance ribbon bar is where the user accesses all of the maintenance tables
and the daily modules for the maintenance program. There are five tabs, Repair &Maintenance, Maintenance, Item, Purchase Order and Help & Support.
REPAIR & MAINTENANCE TAB
The Repair & Maintenance tab is where the user accesses the daily modules for the
maintenance program.
MAINTENANCE TAB
The Maintenance tab is where the user accesses the data setup maintenance tables for the
maintenance program.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 9/92
MIE Maintenance User Guide
9
ITEM TAB
The Item tab is where the user accesses the maintenance tables for the Item maintenance
tables for the maintenance program.
PURCHASE ORDER TAB
The Purchase Order tab is where the user accesses the Purchase Order maintenance
tables maintenance program.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 10/92
MIE Maintenance User Guide
10
HELP & SUPPORT TAB
The Help & Support tab is where the user would go to access the following:
1) Help – an option when clicked on, the MIE Maintenance Installation Guide PDF pops
up.
2) About – an option to see what version of the software is currently running and contactinformation for MIE Solutions.
3) TeamViewer – an option for opening a tool to connect to technical support through
the internet.
4) Check For New Versions – an option to check to see if there have been any releases
since the version that is currently running. The user must have internet access for this
to function.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 11/92
MIE Maintenance User Guide
11
Setup Lists
INITIAL SETUP
MIE Maintenance requires some prerequisite information to be setup prior to actuallymaking full use of the system. There is a Maintenance ribbon bar tab on the top portion
of the screen where the user can enter this prerequisite information.
MAINTENANCE TAB
ORGANIZATION SETUP
Organization Work Center Failure Type
Division Machine Types
Sites Machine Categories
Department Maintenance Types
ACCOUNTING SETUP
General Ledger Account Currency Code
Payment Terms Discount
Payment Method Sales Tax
Ship Via
PARTY SETUP
Party
UserCustomer Group
Security
MISCELLANEOUS SETUP
Days Off
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 12/92
MIE Maintenance User Guide
12
Organization Setup
Organization Maintenance
DESCRIPTION
MIE Maintenance requires one organization to be setup prior to entering divisions.
Organization maintenance is accessed from the Maintenance tab on the MIE Maintenance
ribbon bar.
PREREQUISITES
None
DETAILS TAB
SUMMARY OF USAGE
In order to create divisions and users in MIE Maintenance, an organization must be
created.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 13/92
MIE Maintenance User Guide
13
Division Maintenance
DESCRIPTION
A division of a business entity is a portion of that business that operates under a different
name. An example of this would be to look at Hewlett Packard (HP), the computer andprinter company. HP has several divisions, with the printer division, that makes laser and
inkjet printers. Division maintenance is accessed from the Maintenance tab on the MIE
Maintenance ribbon bar. At least 1 division must be setup to use MIE Maintenance.There are three tabs, Details, Addresses and Users.
PREREQUISITES
An Organization must be setup prior to entering Divisions.
DETAILS TAB
The Details tab is where the user enters the basic information for the division and assigns
the division to the organization.
REQUIRED FIELDS
Name Enter the name that the division will go by.
OrganizationPick the organization the division should be assigned to from the drop
down list.
Enabled Enter a checkmark in the Enabled checkbox if the user wants to be ableto log into the division.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 14/92
MIE Maintenance User Guide
14
ADDRESSES TAB
Addresses can be added to the Division identifying a Billing Address and multiple
Shipping Addresses.
REQUIRED FIELDS
Address TypePick from the drop down list whether the address is a billing or ship to
address.
NameEnter the name that should be displayed on a document when receiving
a bill or shipment from someone for this division.
Address 1Enter the street address or PO Box that is to be used when receiving abill or shipment from someone for this division.
City
Enter the city that is to be used when receiving a bill or shipment from
someone for this division.
StateEnter the state that is to be used when receiving a bill or shipment from
someone for this division.
Zip CodeEnter the zip code that is to be used when receiving a bill or shipmentfrom someone for this division.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 15/92
MIE Maintenance User Guide
15
USERS TAB
Users can be assigned to the Division either through Division Maintenance or User
Maintenance.
To assign through Division
Maintenance click on the Add buttonand pick the user from the list of all
users for all divisions.
PREREQUISITES
Users must be already entered into MIE Maintenance in any of the divisions through User
Maintenance.
SUMMARY OF USAGE
Each division in the system acts as an individual organization with its own maintenance
work orders. If multiple divisions are setup the user will be able to do consolidated
management reports. A single user can be assigned to multiple divisions which will
allow the user to log into any divisions they are assigned to.
EXAMPLES
Machine ShopSheet Metal Shop
SEE FOR MORE INFORMATION
User Maintenance
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 16/92
MIE Maintenance User Guide
16
Sites Maintenance
DESCRIPTION
Sites Maintenance is used to identify multiple locations (sites) within a Division. Site
maintenance is accessed from the Maintenance tab on the MIE Maintenance ribbon bar.
DETAILS TAB
REQUIRED FIELDS
Description Enter the description that is to identify the location.
IMPORTANT FIELDS
CodeCode is a field allowing the user to enter a user defined “id” to definethe location (site)
SUMMARY OF USAGE
Sites give the user the ability to list all of the different locations (sites) within a division.
In work centers, machines are assigned to sites.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 17/92
MIE Maintenance User Guide
17
Department Maintenance
DESCRIPTION
Departments are areas in a facility that share common functions, processes or machines.
Department Maintenance is accessed from the Maintenance tab on the MIE Maintenanceribbon bar. There are two tabs, the Details and Employees tabs.
PREREQUISITES
You must have at least 1 Division setup prior to entering Departments.
DETAILS TAB
REQUIRED FIELDS
Name Enter the name that describes the department.
Leader Enter the name of the employee responsible for the department.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 18/92
MIE Maintenance User Guide
18
EMPLOYEES TAB
The employees tab lists all of the employees that have been assigned to the department inUser maintenance.
SUMMARY OF USAGE
Departments are used to group users (employees) and work centers.
EXAMPLES
Machining, Accounting, HR and Shipping are all examples of departments.
SEE FOR MORE INFORMATION
User Maintenance
Work Center Maintenance
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 19/92
MIE Maintenance User Guide
19
Work Center Maintenance
DESCRIPTION
Work Centers represent groups of equipment that perform the same operation within a
division. A work center can be a piece of equipment, such as a single machine tool,several similar machine tools, an operation or any work process. Work Center
maintenance is accessed from the Maintenance tab on the MIE Maintenance ribbon bar.There are three tabs, Detail, Assign Employees and Machines.
PREREQUISITES
At least one Department needs to be setup prior to entering Work Centers.
DETAIL TAB
The Detail tab is where the general information about the work center is entered. The LagTime, CAP Hours, Hourly Overhead, Week days available and hours per week day are all
copied over to each machine that is added to the work center as default information.
REQUIRED FIELDS
Code Enter the user defined code for the work center.
Work Center Enter the name that best describes the work center.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 20/92
MIE Maintenance User Guide
20
ASSIGN EMPLOYEES TAB
The Assign Employees tab lists all of the employees that are assigned to the specific
work center. Employees can be assigned to a work center even if not assigned to thesame department that the work center is assigned to.
To add an employee click the Add button and the Work Center Employees popup
appears.
By clicking on the Employee drop down list the entire list of employees will be available
to pick from as long as the Department field is blank.
By clicking on the Department drop down list and picking a department only theemployees assigned to the department will be listed to pick from.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 21/92
MIE Maintenance User Guide
21
MACHINES TAB
The Machines tab lists all of the machines that have been added to the specific work
center. A machine can be moved to a different work center appearing in the Centers list
by clicking the Move button and selecting the new center from the drop down list.
To add a machine to a work center click on the Add button and the Machine Maintenance
window appears.
The Lag Time, CAP Hours, Hourly Overhead, days of the Week available and hours each
day available will default to the values entered for the work center. They can be modified
for each individual machine.
REQUIRED FIELDS
Machine NumberThe user defined machine number which can be alpha-
numeric.
Description The description of the piece of equipment.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 22/92
MIE Maintenance User Guide
22
MACHINES TAB PRINT BUTTON
Clicking the Print button from the Machines tab brings up the report selection screen
from which the user can select the Machine Master Report. This report produces the
Machine List which lists the machines currently displayed.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 23/92
MIE Maintenance User Guide
23
There are three additional tabs accessible through the Machines tab for entering
Scheduling-Costing, Fixed Asset and Spare Parts.
SCHEDULING-COSTING TAB
FIXED ASSET TAB
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 24/92
MIE Maintenance User Guide
24
SPARE PARTS TAB
The Item Advance Search screen (below) is initiated through the search button to theright of the Part No. field on the Spare Parts tab. It allows the user to select a spare part
number by searching iten inventory records.
SUMMARY OF USAGE
Work Centers are used to group like kinds of equipment that perform the same operationwithin a division. A work center can be a piece of equipment, such as a single machine
tool, several similar machine tools, an operation or any work process.
EXAMPLES
Laser, Press Brake, Engineering are examples of work centers
SEE FOR MORE INFORMATION
Departments
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 25/92
MIE Maintenance User Guide
25
Machine Types Maintenance
DESCRIPTION
Machine Types maintenance is used to group types of machines together for reporting
purposes. Machine Types maintenance is accessed from the Maintenance tab on the MIEMaintenance ribbon bar.
DETAILS TAB
REQUIRED FIELDS
CodeEnter a user defined “id” to identify the machine type throughout thesystem.
IMPORTANT FIELDS
Description Enter the description to describe the type of machine(s).
SUMMARY OF USAGE
Machine Types maintenance is used to group types of machines together. Machine Types
are used in Work Center maintenance when machines are added to a work center and canbe used for reporting purposes.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 26/92
MIE Maintenance User Guide
26
Machine Categories Maintenance
DESCRIPTION
Machine Category maintenance is used to group machines together into categories for
reporting purposes. Machine Categories maintenance is accessed from the Maintenancetab on the MIE Maintenance ribbon bar.
DETAILS TAB
REQUIRED FIELDS
CodeEnter a user defined “id” to identify the machine type throughout thesystem.
IMPORTANT FIELDS
Description Enter the description to describe the machine category.
SUMMARY OF USAGE
Machine Category maintenance is used to group machines together into categories for
reporting purposes. Machine Categories are used in Work Center maintenance when
machines are added to a work center.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 27/92
MIE Maintenance User Guide
27
Maintenance Types
DESCRIPTION
Maintenance Types are used to identify the different types of maintenance that is
scheduled or being performed. Maintenance Types is accessed from the Maintenance tabon the MIE Maintenance ribbon bar.
DETAILS TAB
IMPORTANT FIELDS
MachineIf the maintenance type is unique to a specific machine then assign the machine
to the maintenance type otherwise leave it blank.
CodeEnter a user defined “id” to identify the type of maintenance being performed
throughout the system. The code can be alpha- numeric.
Description Enter a description to describe the maintenance type.
SUMMARY OF USAGE
Maintenance Types are used to identify the different types of maintenance that is
scheduled or being performed.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 28/92
MIE Maintenance User Guide
28
Failure Types Maintenance
DESCRIPTION
Failure Type is used to identify the type of failures that the user wants to track. Failure
Type maintenance is accessed from the Maintenance tab on the MIE Maintenance ribbonbar.
DETAILS TAB
REQUIRED FIELDS
CodeEnter a user defined “id” to identify the failure type throughout thesystem.
IMPORTANT FIELDS
Description Enter a description to describe the failure.
SUMMARY OF USAGE
Failure Type is used during the Maintenance Request preparation to give the user the
ability to track the frequency of different failure types for each machine.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 29/92
MIE Maintenance User Guide
29
Accounting Setup
General Ledger Account Maintenance
DESCRIPTION
General Ledger Accounts are used in the linking of MIE Maintenance to an accounting
package so that the costs are charged to the correct account. Select the General Ledger
Account option from Maintenance tab to open the General Ledger Account table.
DETAILS TAB
REQUIRED FIELDS
Account NumberEnter the account number corresponding to the accounting packages
Chart of Accounts. (The field is alpha-numeric.)
Description Enter the description of the account number.
Account Type Select an account type from the drop down list.
Division Select a division from the drop down list.
IMPORTANT FIELDS
Enable Check to enable the use of the account.
SUMMARY OF USAGE
General ledger is a list of accounts, commonly known as the Chart of Accounts that
supports the items shown in the financial statements.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 30/92
MIE Maintenance User Guide
30
Payment Term Maintenance
DESCRIPTION
Payment Terms are used to group the payment type, number of due days and/or due
months and discount percentage, days and months under a specific code. Select thePayment Term option from the Maintenance tab to open the Payment Term.
DETAILS TAB
REQUIRED FIELDS
CodeA field allowing the user to put in a user defined “id” to define the paymentTerm
DescriptionEnter the description that is to be printed on a document describing the
payment terms of the sale or purchase.
IMPORTANT FIELDS
Due Type
Select the type to determine how the calculation of the due date is performed.
The choices are: Specific Number of Days, End of Next Month and A Specific
Day Next Month.
Due DaysEnter a specific number of days if using that method, OR enter a specific dayof the following month on which the payment is due if using that method.
Due Month
Enter the number of months from the end of the current month before the
payment is due if using end of next month or a specific day next month. If the
selected Due Type is Specific Number Of Days this field will not accept input.
Discount TypeSelect the discount type: The choices are Specific Number of Days, End of Next Month and A Specific Day Next Month.
Discount %Enter the percentage allowed to be deducted from a payment if paid by the
discount date.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 31/92
MIE Maintenance User Guide
31
Discount Days
Enter a specific number of days if using that method, OR enter a specific day
of the following month up to which the discount is in effect if using that
method.
Discount Months
Enter the number of months from the end of the current month for the discount
to be in effect if using end of next month or a specific day next month for the
discount to expire. If the selected Discount Type is Specific Number of Days
this field will not accept input.
SUMMARY OF USAGE
Terms are used to calculate the due date of invoices for products shipped to a customer.
If an early payment discount is allowed it is used to calculate the date by which theinvoice needs to be paid in order for the customer to be eligible to take the discount
amount. It is also used to determine the date that a vendor payable is due to be paid.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 32/92
MIE Maintenance User Guide
32
Payment Method Maintenance
DESCRIPTION
Payment Method maintenance allows the user to add various Payment types that can be
assigned as a default to each Party as well as applied to any sales order or invoice whenapplicable. Select Payment Method option from the Maintenance tab to open the
Payment Method table.
DETAILS TAB
REQUIRED FIELDS
Description Description of the payment type.
IMPORTANT FIELDS
CodeCode is a field allowing the user to put in a user defined “id” to definethe payment type.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 33/92
MIE Maintenance User Guide
33
Currency Code Maintenance
DESCRIPTION
Currency Code Maintenance is used to convert one currency value to another currency
value. Currency Code maintenance is accessed from the Maintenance tab on the MIEQuote It ribbon bar.
DETAILS TAB
REQUIRED FIELDS
Code Enter the code for the currency conversion.
Description Enter the description to describe the currency conversion.
Home CurrencyEnter the conversion rate to convert the home currency into the
foreign currency.
Foreign CurrencyEnter the conversion rate to convert the foreign currency
into the home currency.
SUMMARY OF USAGE
Currency Code maintenance is used to take a quoted price in one currency and to change
it into the price in another currency.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 34/92
MIE Maintenance User Guide
34
Discount Maintenance
DESCRIPTION
Discount Maintenance is used to setup discounts that may be applied on a customer-by
customer basis. Select Discounts option from the Maintenance tab to open the Discountwindow.
DETAILS TAB
REQUIRED FIELDS
Code User defined „id‟ for the discount.
IMPORTANT FIELDS
Description Description of the discount.
Percentage Percentage of the discount.
SUMMARY OF USAGE
Discounts can be used to apply to sales orders that meet a certain dollar limit at which a
percentage discount is earned and reduced from the sales order.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 35/92
MIE Maintenance User Guide
35
Sales Tax Maintenance
DESCRIPTION
Select the Sales Tax option from the Maintenance tab to open the Sales Tax Maintenance
window.
DETAILS TAB
REQUIRED FIELDS
Name Description of the tax.
IMPORTANT FIELDS
Rate Percentage rate of the tax.
GL AccountGeneral Ledger Account that the tax should be charged to. This
information comes from GL Accounts.
Tax Code ReferenceThe reference for the tax code is used when interfacing with an
Accounting package.
SUMMARY OF USAGE
Sales Tax Maintenance allows the user to add various tax rates that can be applied to anySales Order or invoice when applicable as well as to Purchase Orders.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 36/92
MIE Maintenance User Guide
36
Ship Via Maintenance
DESCRIPTION
Ship Via is the transportation method used to ship Sales Order and Purchase Order Items.
Select Ship Via from the Maintenance tab to open the Ship Via window .
DETAILS TAB
IMPORTANT FIELDS
Description Describes the type of shipping. (Ex. FedEx Freight, UPS)
SCAC Standard Carrier Alpha Code used to identify transportationcompanies.
Shipping Method Examples: Air, Truck, Ship
SUMMARY OF USAGE
Ship Via allows the user to select from a list of Ship Via descriptions instead of having totype the description out every time.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 37/92
MIE Maintenance User Guide
37
Party Setup
Party Maintenance
DESCRIPTION
Party maintenance is where information about customers, salespersons suppliers (aka
vendors) and contacts are entered. Select Party Maintenance from the Maintenance tab on
the MIE Maintenance ribbon bar. There are eight tabs, Details, Address, Divisions,Salespersons, Supplier, Contacts, Customer Groups and Miscellaneous.
Salespersons, Suppliers and Contacts must be entered as a Party and be designated with acheck mark as a Salesperson, Supplier and /or Contact before they can be assigned to
another Party as such.
PREREQUISITES
In order to use the drop down menus Payment Method, Terms, Currency, Ship Via,
Discount, Sales Tax and Customer Group msut be added to their maintenance lists.
DETAILS TAB
The Details tab is where the primary information is entered for any entity whether it is a
customer, salesperson, supplier or contact. The only required field is the Name field.Each record can be checked as a Customer, Salesperson, Supplier and Contact.
REQUIRED FIELDS
Name Enter the name of the party.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 38/92
MIE Maintenance User Guide
38
ADDRESS TAB
The Address tab lists all of the Billing and Shipping addresses for an entity. The window
below handles address additions and modifications.
REQUIRED FIELDS
Address TypePick from the dropdown list the type of address, Billing, Shipping or
Billing & Shipping.
Name Enter the name the address is associated with.
Address 1Enter the first line of the address, usually the street address however
it might be a PO Box.
City Enter the name of the city.
State Enter the name of the state or province.
Zip Code Enter the postal zip code.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 39/92
MIE Maintenance User Guide
39
DIVISIONS TAB
The Divisions tab lists all of the divisions the party is associated with.
Pick the division(s) from
the drop down pick list.
SALESPERSONS TAB
The Salespersons tab lists all of the sales individuals associated with an entity.
A different commission % can be assignedto the same salesperson for each party.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 40/92
MIE Maintenance User Guide
40
SUPPLIER TAB
The Supplier tab lists all of the individual suppliers associated with an entity.
The user can enter a quality level,
audit and review dates, phone
numbers, email addresses and awebsite associated with the
Supplier
CONTACTS TAB
The Contacts tab lists all of the individual contacts associated with an entity.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 41/92
MIE Maintenance User Guide
41
The user can enter a description
identifying the contact‟s function
and designate the contact as the
default.
CUSTOMER GROUPS TAB
The Customer Groups tab lists all of the customer groups the entity has been assigned to
for reporting purposes.
Select a Customer Group from
the drop down list and click Save.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 42/92
MIE Maintenance User Guide
42
MISCELLANEOUS TAB
The Miscellaneous tab identifies what certifications and approvals are required by an
entity along with estimator and supplier data.
SEE FOR MORE INFORMATION
Payment Method MaintenanceTerms Maintenance
Currency Maintenance
Ship Via MaintenanceDiscount Maintenance
Sales Tax Maintenance
Customer Group Maintenance
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 43/92
MIE Maintenance User Guide
43
User Maintenance
DESCRIPTION
User Maintenance lists information about employees and assigns employees to
divisions and departments. User maintenance is accessed from the Maintenance tab onthe MIE Maintenance ribbon bar. There are two tabs, the Details and Divisions tabs.
PREREQUISITES
At least one division must be set up prior to entering any users.
DETAILS TAB
REQUIRED FIELDS
CodeCode is a field allowing you to put in a user defined “id” to definethis user.
First Name First name of the user
Last Name Last name of the user
IMPORTANT FIELDS
DepartmentSelect from the pull down list to assign am employee to adepartment.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 44/92
MIE Maintenance User Guide
44
DIVISIONS TAB
Add any divisions the user may be using. Different Security Groups can be assigned to
each division being added. Click the Add button and the popup below will appear.
IMPORTANT FIELDS
Division Pick the division(s) the employee is to be assigned to.
Security Group
This is required if the user being created will be logging into the
MIE Maintenance system through the login screen. Securitygroups are modified in Security Maintenance.
EnabledMake sure the „Enabled‟ checkbox is checked for any user thatwill be using MIE Maintenance.
SUMMARY OF USAGE
Users are a key component of MIE Maintenance which allows people to log into MIEMaintenance with their identity. A user can belong to more than one division so do not
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 45/92
MIE Maintenance User Guide
45
enter the same user more than once. Once the basic user information is setup the user
will have to go back and edit this information after creating appropriate security groups,etc.
PASSWORDS
MIE Maintenance requires that users logging into the software through the login screen
must have a password setup. This password can be modified by clicking on the password
button on the user maintenance screen. If the user is not going to log into softwarethrough the login screen, i.e. shop employees, they do not need passwords set.
SEE FOR MORE INFORMATION
Security Maintenance
Department Maintenance
HUMAN RESOURCE TAB
Add human resource payroll and personal information
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 46/92
MIE Maintenance User Guide
46
Customer Group Maintenance
DESCRIPTION
Select the Customer Group option from the Maintenance tab in order to open the
Customer Group Maintenance window.
DETAILS TAB
REQUIRED FIELDS
Description The description of the customer group.
SUMMARY OF USAGE
Customer Groups allow the user to group customers for reports into groups in order to
give the user the ability to manage the customers more effectively.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 47/92
MIE Maintenance User Guide
47
Security Maintenance
DESCRIPTION
Security levels protect the data from unauthorized tampering. Access can be limited to
designated modules of the software for particular users. Select Security Levels from theMaintenance tab to open the Security window.
SUMMARY OF USAGE
Security Levels allows the employee access into those modules checked for his/her
security level as well as the rights to Add, Modify and Delete if they have been granted.
If the Access box is not checked the Add, Modify and Delete boxes become irrelevantsince access to the module itself has been denied.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 48/92
MIE Maintenance User Guide
48
Miscellaneous Setup
Days Off Maintenance
DESCRIPTION
Days Off maintenance is used to identify holidays that would normally be off for theentire company. When the Maintenance Schedules module is run to create work orders it
uses the Days Off list and any work order that falls on one of the days off will be moved
to the next normally scheduled day if the user puts a checkmark in the correspondingcheckbox. Days Off maintenance is accessed from the Maintenance tab on the MIE
Maintenance ribbon bar.
REQUIRED FIELDS
NameEnter the description of the holiday, i.e. Thanksgiving Day, Day afterThanksgiving, etc.
IMPORTANT FIELDS
DateEnter or select from the drop down calendar the actual date that
corresponds to the holiday.
YearlyPut a checkmark in the checkbox if the holiday is exactly the same dayevery year, i.e. 4th of July, Christmas Day, etc.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 49/92
MIE Maintenance User Guide
49
Repair & Maintenance
Machine Work Orders
DESCRIPTION
The Machine Work Orders module is used to list and edit all of the different types of
work orders that need to be performed on the different pieces of equipment. The work orders available through Machine Work Orders must first be created through the Machine
Schedules or Maintenance Requests functions. The Machine Work Orders module is
accessed from the Repair and Maintenance tab on the MIE Maintenance ribbon bar.There are two tabs, Details and Calendar.
PREREQUISITES
Creation of work orders in the Maintenance Schedules module and / or MaintenanceRequests module.
DETAILS TAB
The Details tab is a query that lists the machine work orders that correspond to the filters
defined for the query. The filters are set on the left side of the window. To locatemachine work orders enter or select the proper set of filters and click Search.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 50/92
MIE Maintenance User Guide
50
This particular example displays all maintenance work orders for the laser saw machine
in the Lasers work center within a specific date range including an emergency repairorder displayed in red. The regularly scheduled work orders were created though the
Maintenance Schedules tab. The emergency work order was created through
Maintenance Requests.
Work orders may be deleted by highlighting a single order and clicking the Delete button
at the bottom. Deleting a work order removes it from the system. It is not the same as
canceling one through the Edit button.
MACHINE WORK ORDERS EDIT BUTTON
The Edit button at the bottom opens the Machine Maintenance Schedule Work Order
screen for the requested item highlighted in the list.
This screen is where the maintenance supervisor maintains all daily emergency requests
for maintenance. By clicking on one of the buttons at the top, the Work Order Statusfield will be updated to the appropriate status. If the user wants to reset the status to
some other status the user can click on the drop down list for the Work Order Status field
and pick from the list.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 51/92
MIE Maintenance User Guide
51
IMPORTANT FIELDS
Estimated DowntimeThe system defaults to the number of time units that wereset in the Cycle Time Edit button window for the length of
time that the machine will be out of service.
Time MeasurementThe system defaults to the time unit that was set in theCycle Time Edit button window to identify the length of
time the machine will be out of service.
PriorityDefaults to Normal but can be changed to High, Low,
Lowest or Urgent.
% CompletedThe system defaults to 0% but can be changed as the work
is completed.
DescriptionEnter a brief description that best describes the work
needing to be done.
Failure TypePick from the list of failure types that best identifies the
failure.
Machine Availability Defaults to Out Of Service but can be changed to Available.
PriorityDefaults to Normal but can be changed to High, Low,
Lowest or Urgent.
SupervisorPick from a list of employees that were entered in User
maintenance and assigned to the division.
Causes Enter in the cause of the machine maintenance request.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 52/92
MIE Maintenance User Guide
52
REQUIRED ITEMS TAB
The Required Items tab is where the user identifies the standard items that would
normally be required when the identified type of maintenance is performed on a
particular piece of equipment. Click the Required Items tab to display a list of all
required items for the Machine Work Order..
To Add, Edit or Delete items on the
list, highlight the item line and click
the appropriate button. Additionsand edits are performed through the
screen at the right. Deletions willbring up a confirm screen requiring
the user to click Yes or No.
To the right of the Part No. field is
the Item Advance Search button
which is explained in Work Center
Maintenance
IMPORTANT FIELDS
Name Enter the name or description of the required item.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 53/92
MIE Maintenance User Guide
53
MACHINE WORK ORDER EDIT PRINT BUTTON
To print the work order click on the Print button at the bottom of the Machine
Maintenance Schedule Work Order screen then click the Select button from the screen
below. The report will only be available if the user has been assigned to the report.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 54/92
MIE Maintenance User Guide
54
MACHINE WORK ORDERS DETAILS PRINT BUTTON
The Print button at the bottom of the Machine Work Orders Details tab will produce the
work order reports, Machine Maintenance Works Orders Master Report (Work Order
List) and Maintenance Work Orders Master Report (Preventive Maintenance Work Order
Report). The Work Orders List is a listing of all the work orders currently displayedwith all details. The Preventive Maintenance Work Order Report is a schedule of the
same work orders without the details.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 55/92
MIE Maintenance User Guide
55
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 56/92
MIE Maintenance User Guide
56
CALENDAR TAB
The Calendar tab displays the work orders listed in the Details tab query. The calendarcan be viewed a month at a time, weekly or a day at a time.
The calendar gives the user the ability to drag and drop work orders to different times of the day on the Day and Week format of the calendar and the user can drag the work order
between days on the Week and Month format of the calendar.
SUMMARY OF USAGE
The Work Orders module is used to manage the work orders that have been created toperform standard preventative maintenance and emergency maintenance on each piece of
equipment.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 57/92
MIE Maintenance User Guide
57
Machine Usage Reading
DESCRIPTION
Machine Usage Reading tracks machine meter readings by machine within a specific
work center and department.
PREREQUISITES
The following maintenance tables must be setup for selections to be available in the drop
down lists: Departments, Work Centers and machines within the work centers.
MACHINE USAGE TAB
The Machine Usage tab is where the user maintains usage/meter readings for each
defined machine within a work center and department. The available buttons are Add,
Edit and Delete.
To the left of each entry displayed in the Machine List at the left is an Edit button which
allows the user to edit the Machine Maintenance record for the corresponding entry
through the Machines tab Edit function of Work Center Maintenance.
There are currently no reports available though the Machine Usage Reading selection.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 58/92
MIE Maintenance User Guide
58
ADD, EDIT BUTTONS
Clicking the Add or Edit buttons brings up the Machine Usage Reading screen (below)
for the user to maintain the records.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 59/92
MIE Maintenance User Guide
59
Maintenance Requests
DESCRIPTION
Maintenance Requests is used to request non-scheduled work to be done on a piece of
equipment usually due to a breakdown of the equipment. It gives the user the ability toput a request in to the maintenance department and depending on the organization the
visibility to see if the work order request has been approved, declined, canceled, pendingcompleted or under maintenance. It is also used to manage all of the emergency requests
to fix equipment in the facility.
PREREQUISITES
The following maintenance tables must be setup for selections to be available in the drop
down lists: Work Centers, Machine Types, Maintenance Types, User and Party.
MAINTENANCE SCHEDULES REQUEST
The Maintenance Schedules Request screen allows the user to search for all maintenance
requests or for specific requests by narrowing the search criteria. To search by specific
criteria enter data in the fields under Search Conditions at the left and click the Searchbutton. To query all maintenance requests clear the Work Center field and the Request
Status field, select the All Machines field and click on the Search button. The found
Maintenance Requests will be displayed in the Maintenance Schedules Request list.
To create new maintenance requests click the Add button. To edit, delete, approve or
decline requests highlight a request from the list above and click the appropriate button.Approved requests may not be deleted. To edit the work order associated with approvedrequest highlight the request line and click the Edit WO button. Only requests that have
been approved will have an associated work order.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 60/92
MIE Maintenance User Guide
60
To clear the fields for the search the
following can be done:
Highlight and delete whatever is inthe field.
Or
Click on the X that is before thedrop down list arrow
REQUESTING A WORK ORDER
To request a work order to perform maintenance on a specific piece of equipment click on the Add button and the Machine Maintenance Schedule Request screen pops up. There
are two tabs, Details tab and Required Items tab.
DETAILS TAB
REQUIRED FIELDS
Requester
Defaults to the user that is logged into MIE Maintenance but
can be changed to any other user that has been added to
User Maintenance and assigned to the division.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 61/92
MIE Maintenance User Guide
61
Machine
Pick the machine from the drop down list that the user is
requesting maintenance to be performed on. The machinemust be added to Work Center maintenance in order to be
listed.
Maintenance Type
Pick from the list of maintenance types that were added in
Maintenance Types maintenance that best identifies the typeof maintenance needing to be performed.
SupervisorPick from a list of employees that were entered in Usermaintenance and assigned to the division.
Causes Enter in the cause of the machine maintenance request.
DescriptionEnter a brief description that best describes the work
needing to be done.
Failure TypePick from the list of failure types that best identifies thefailure.
IMPORTANT FIELDS
Request Status
Defaults to Pending when adding a new request. By clicking
on the Approve or Decline button the system changes thestatus. Or the user can click on the drop down list to change
the status.
Machine Availability Defaults to Out Of Service but can be changed to Available.
PriorityDefaults to Normal but can be changed to High, Low,
Lowest or Urgent.
REQUIRED ITEMS TAB
The Required Items tab is where the user identifies the standard items that would
normally be required when the identified type of maintenance is performed on a
particular piece of equipment.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 62/92
MIE Maintenance User Guide
62
To Add, Edit or Delete items on thelist, highlight the item line and click
the appropriate button. Additions
and edits are performed through the
screen at the right. Deletions willbring up a confirm screen requiring
the user to click Yes or No.
To the right of the Part No. field is
the Item Advance Search button
which is explained in Work CenterMaintenance
IMPORTANT FIELDS
Name Enter the name or description of the required item.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 63/92
MIE Maintenance User Guide
63
MAINTENANCE REQUESTS EDIT WO BUTTON
The Edit WO button opens the Machine Maintenance Schedule Work Order screen for
the requested item highlighted in the list.
This screen is where the maintenance supervisor can maintain all daily emergencyrequests for maintenance. This is where the work order status is kept updated.
By clicking on one of the buttons at the top, the Work Order Status field will be updated
to the appropriate status. If the user wants to reset the status to some other status the usercan click on the drop down list for the Work Order Status field and pick from the list.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 64/92
MIE Maintenance User Guide
64
PRINTING MAINTENANCE REQUESTS AND ASSOCIATED WORK ORDERS
The Print buttons available in Maintenance Requests offers the user two report selections;
Maintenance Requests Master Report and Maintenance Request Master Report. The
exception to this is the Print button available after selecting the Edit WO function which
will be discussed later in this section. Although available through the Add function thePrint button will not produce results because, technically, nothing has yet been saved.
MAINTENANCE REQUESTS MASTER REPORT
The Maintenance Requests Master Report selection produces the Machine Maintenance
Requests report which is a listing of the request(s) currently displayed in a left to right,
line by line format. If initiated from the Maintenance Schedules Request screen the
report will list all requests displayed on the screen. If initiated from the Edit screen for asingle request the report will display just that request.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 65/92
MIE Maintenance User Guide
65
MAINTENANCE REQUEST MASTER REPORT
The Maintenance Request Master Report selection produces the Maintenance Request
Report which lists the displayed maintenance request(s) in more detail in a top down
format. If initiated from the Maintenance Schedules Request screen the report will list all
requests displayed on the screen. If initiated from the Edit screen for a single request thereport will display just that request.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 66/92
MIE Maintenance User Guide
66
Maintenance Schedules
DESCRIPTION
Maintenance Schedules is used to identify and create work orders for the different types
of maintenance performed on each of the pieces of equipment previously setup in Work Center maintenance. This is for regularly scheduled maintenance orders only.
Unscheduled repair orders must be entered through Maintenance Requests. MaintenanceSchedules is accessed from the Repair and Maintenance tab on the MIE Maintenance
ribbon bar. There are three tabs, Details, Required Items and Work Orders.
PREREQUISITES
The following maintenance tables must be setup for selections to be available in the drop
down lists: Work Centers, Machine Types, Maintenance Types, User and Party.
DETAILS TAB
The Details tab is where the user identifies the standard types of maintenance that are to
be performed on a regular time table on a particular piece of equipment.
REQUIRED FIELDS
Machine Pick the machine the maintenance is to be performed on.
Maintenance Type Pick the maintenance type of the maintenance to be performed.
Description Enter a description that describes the maintenance to be performed.
Supervisor Pick the supervisor responsible for the machine.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 67/92
MIE Maintenance User Guide
67
IMPORTANT FIELDS
Priority Pick the priority of the maintenance
Cycle TypeEnter the estimated cycle times for the maintenance being
performed by clicking on the Edit button.
Cycle Time Edit button is where
the information is entered of how
often the type of maintenance is to
be performed and the standardduration of the task. This is used
for the scheduling of the work
orders.
IMPORTANT FIELDS
AtPick the approximate time the maintenance is targeted to be
performed.
Repeat EveryEnter the number of time units (time unit is picked to the right of
the Repeat Every field) between each work order.
Time Measurement Pick the time unit that is to be use.
Task Duration
Enter the number of time units (time unit is picked to the right of
the Task Duration field) length of time to perform the
maintenance task.
Time Measurement Pick the time unit that is to be use to identify the task duration.
Estimated Downtime
Enter the number of time units (time unit is picked to the right of
the Estimated Downtime field) length of time that the machinewill be out of service.
Time MeasurementPick the time unit that is to be use to identify the length of time
the machine will be out of service.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 68/92
MIE Maintenance User Guide
68
REQUIRED ITEMS TAB
The Required Items tab is where the user identifies the standard items that would
normally be required when the identified type of maintenance is performed on a
particular piece of equipment. Click the Required Items tab to display a list of all
required items for the Machine Work Order..
To Add, Edit or Delete items on the
list, highlight the item line and click the appropriate button. Additions
and edits are performed through thescreen at the right. Deletions will
bring up a confirm screen requiring
the user to click Yes or No.
To the right of the Part No. field is
the Item Advance Search button
which is explained in Work CenterMaintenance
IMPORTANT FIELDS
Name Enter the name or description of the required item.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 69/92
MIE Maintenance User Guide
69
WORK ORDERS TAB
The Work Orders tab is where work orders are listed that have been generated for the
maintenance type that is to be performed on a particular piece of equipment.
GENERATE WORK ORDERS BUTTON
IMPORTANT FIELDS
Start DateEnter the date that the first work order you are creating should
start on.
Generate WOs For Next
Gives the user the ability to work orders for this machines
maintenance type for the next number of years or months by
entering a value in the appropriate field.
Generate NextGives the user the ability to enter the number of work orders
that they want to generate from the Start Date entered.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 70/92
MIE Maintenance User Guide
70
MAINTENANCE SCHEDULES EDIT WORK ORDERS BUTTON
Edit Work Orders button gives the user the ability to modify an individual work order
that has been created.
The status can be changed for the work order by clicking on the appropriate button at thetop of the screen. Dates can be altered, employees and/or contractors can be assigned to
perform the work and notes can be entered.
IMPORTANT FIELDS
Estimated Downtime
The system defaults to the number of time units that were
set in the Cycle Time Edit button window for the length of
time that the machine will be out of service.
Time MeasurementThe system defaults to the time unit that was set in theCycle Time Edit button window to identify the length of
time the machine will be out of service.
PriorityDefaults to Normal but can be changed to High, Low,
Lowest or Urgent.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 71/92
MIE Maintenance User Guide
71
% CompletedThe system defaults to 0% but can be changed as the work is completed.
DescriptionEnter a brief description that best describes the work needing to be done.
Failure TypePick from the list of failure types that best identifies thefailure.
Machine Availability Defaults to Out Of Service but can be changed to Available.
PriorityDefaults to Normal but can be changed to High, Low,Lowest or Urgent.
SupervisorPick from a list of employees that were entered in Usermaintenance and assigned to the division.
Causes Enter in the cause of the machine maintenance request.
MAINTENANCE SCHEDULES EDIT WORK ORDERS PRINT BUTTON
The work order can be printed from the work order edit screen by clicking on the Print
button.
Highlight the description of the document that the user wants to print then click on the
Select button.
The reports will only be available if the Administrative user has assigned the user to
the report.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 72/92
MIE Maintenance User Guide
72
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 73/92
MIE Maintenance User Guide
73
GIVING USERS ACCESS TO A REPORT
The Administrative User has to assign each user that is to have access to each report. To
assign a user to a report highlight the report and click on the button and the
Assign User screen will appear.
Click on the button and the User Advance Search screen will appear.
Enter a search value and select the user that is to be given access to the report. Repeat this
for each user that is to have access to print the selected report.
Not until this is done will the user have access to any reports.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 74/92
MIE Maintenance User Guide
74
Item
Please refer to the Item User Guide for instructions in this module.
Purchase Order
Please refer to the Purchase Order User Guide for instructions in
this module.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 75/92
MIE Maintenance User Guide
75
Backup
To backup your database requires you to install SQL Server Management Studio Express.
Below are some scripts that can help you in backing up the database
Backup Database
Backup Entire Database
BACKUP DATABASE MIETRAK TO DISK = 'c:\TEMP\SQLServerBackups\MIETRAK DATA.bak' WITH
FORMAT;
GO
MUST BE A NON NETWORK DRIVE, CANNOT BE C:\
Removing the database (Use With Caution)DROP DATABASE MIETRAK;
GO
Restore Database
After a restore you must attach the database again.
RESTORE DATABASE MIETRAK FROM DISK = 'c:\TEMP\SQLServerBackups\MIETRAK DATA.bak'
GO
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 76/92
MIE Maintenance User Guide
76
Appendix A – Detailed Installation Instructions
MIE Maintenance Installation Procedures
Installation Overview
IMPORTANT!
Make sure to completely read and understand the installation instructions. You can
render your current software unusable if you perform the installation incorrectly! Back up your current set of databases and reports to a safe location. If you encounter
any problems, please contact Technical Support. You should develop an installation
strategy before performing a new or upgrade installation. The overall installation process
consists of these steps:
System Requirements
The MIE Maintenance software can be installed on computers running on any of thefollowing operating systems:
Windows 7
Windows Vista
Windows Server 2003
Windows XP
Windows 2000
The operating system version can be either Workstation or Server. Ensure that the targetcomputer has at least 100 MB of free space for the installation.
Download Software
To download the software go to the MIE Solutions Inc website www.miesolutions.com. In the Products list click on MIE Maintenance and the MIE Maintenance web page
appears. Click on Download MIE Maintenance to download the program.
Client Installation
The client installation must be installed first onto the computer that will be hosting thedatabase for MIE Maintenance. The client installation can run on every computer that
requires access to MIE Maintenance.
IMPORTANT NOTE: You must run this installation as Administrator. On Vista
you can right click on the file and install as administrator. On Vista you must also
be logged in as local administrator.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 77/92
MIE Maintenance User Guide
77
To install MIE Maintenance click on the setup icon
.NET FRAMEWORK INSTALLATION
If the .NET Framework has not been installed
before this Setup screen will appear.
Click the OK button to download and install
the .NET Framework.
This download screen appears after the system
connects to the website for the .NET
Framework.
It will take a number of minutes to download
the .NET Framework.
After the download of the .NET Framework
the Internet Explorer – Security Warning
screen appears.
Click on the Run button to install the
downloaded .NET Framework.
The Setup screen appears while the system
loads the installation components.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 78/92
MIE Maintenance User Guide
78
To install the .NET Framework click on the “I
have read and ACCEPT the terms of theLicense Agreement” radio button.
Then click on the Install button.
The Microsoft .NET Framework 3.5 SPI Setup
screen will appear while the program is beinginstalled.
When the installation has been completed
successfully click on the Exit button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 79/92
MIE Maintenance User Guide
79
Click on the Restart Now button to have the
system activate the .NET Framework.
.NET FRAMEWORK ALREADY INSTALLED
The MIE Maintenance Setup screen appears.
Click the Next button.
The next setup screen gives the user the ability
to either use the default installation path and
folder or to change where the system will
install the program.
Click the Next button.
The next setup screen gives the user the ability
to:
3) Create a desktop icon
4) Create a Quick Launch icon
If a version of SQL, Server or Express, hasn‟tbeen installed on your system then put a
checkmark in the following checkboxes:
3) Download and Install MS SQL Express?
4) Download and Install MS SQL
Management Studio Express?
Click the Next button
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 80/92
MIE Maintenance User Guide
80
This screen lists the items that are to be
downloaded and/or installed.
Click the Install button to continue and start the
install procedure of MIE Maintenance.
This screen only appears if the user chose to
download and install the SQL programs.
Click the OK button to continue.
The Microsoft SQL Server website comes up.
Scroll down to the Files in This Download that
list:
SQLEXPR.EXE
SQLEXPR32.EXE
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 81/92
MIE Maintenance User Guide
81
1) If the server is a 64 bit server download the first file.
2) If the server is a 32 bit server download the second file.
To continue click on the expression:
“To help protect your security, Internet Explorer
blocked this site from downloading files to your
computer. Click here for options.”
Click on the Run button.
The system will download the file.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 82/92
MIE Maintenance User Guide
82
Click the OK button for the system todownload and install the program.
The Microsoft SQL Server Management Studio
website comes up. Scroll down to the Files in
This Download that list:
SQLServer2005_SSMSEE.msi
SQLServer2005_SSMSEE_x64.msi
1) If the server is a 32 bit server download the first file.
2) If the server is a 64 bit server download the second file.
Click on the Run button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 83/92
MIE Maintenance User Guide
83
Click the Finish button.
Click the Run button.
Click in the “I accept the licensing terms
and conditions” checkbox and then click on
the Next button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 84/92
MIE Maintenance User Guide
84
Click the Install button.
Click the Next button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 85/92
MIE Maintenance User Guide
85
Click the Next button.
Click the Next button.
Enter the Company name and click theNext button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 86/92
MIE Maintenance User Guide
86
If Microsoft SQL Server is to be installed
other than in the Program files directoryclick on the Browse button and enter whereSQL Server is to be installed.
Click the Next button.
Click the Next button.
Click the Next button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 87/92
MIE Maintenance User Guide
87
Click the Next button.
Click the Install button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 88/92
MIE Maintenance User Guide
88
Click the Finish button.
Click the Run button.
Click the Next button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 89/92
MIE Maintenance User Guide
89
Click on the “I accept the terms in the
license agreement” radio button.
Enter the Company name.
Click the Next button.
Click the Next button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 90/92
MIE Maintenance User Guide
90
Click the Install button.
Click the Finish button.
Click the Finish button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 91/92
MIE Maintenance User Guide
91
Click the Test Connection button.
Click the OK button.
Click the OK button.
Click the Yes button to install the databasethe first time.
Click the OK button.
8/4/2019 043_MIE Maintenance Installation Guide
http://slidepdf.com/reader/full/043mie-maintenance-installation-guide 92/92
MIE Maintenance User Guide
INSTALLATION OF CLIENT
Top Related