Module A: Quick Reference Guideinfor-techtraining.weebly.com/uploads/4/5/9/6/45960373/module_a... · Module A: Quick Reference Guide Work Order ... The Capabilities Of The INfOR User

Module A: Quick Reference GuideWork Order SystemINfOR 11.3 (EAM)

The URL for YF is http://159.222.54.247/web/base/logindispThe URL for Adient is http://10.20.207.112/web/base/logindisp

111/13/2017 Module A: Quick Reference Guide

http://159.222.54.247/web/base/logindisp

http://10.20.207.112/web/base/logindisp

SUMMARY

1. How To Access INfOR 11

2. How To Log In To INfOR

3. You Will Understand The Capabilities Of The INfOR User Roles

4. You Will Understand How To Navigate Through The INfOR Menus & Screens

5. Roles And Responsibilities For Plants, Regional Support, & IT

6. Email Notifications Available

11/13/2017 2Module A: Quick Reference Guide

How To Access INfOR 11

Click Link From Slide #1

Compatible Browsers (Internet Explorer)

– INfOR 11 EAM Is Compatible With Internet Explorer 9 Or Higher Or Google Chrome Version 57 Or Higher

Browser Setup

– Internet Explorer 11 Settings Should Be Set As Shown In: Internet Explorer Browser Settings For Optimization Document In Training Site


How To Log Into INfORWho Must Have A User ID To Use INfOR?

NOONE, everyone has access to INfOR for performing the basic tasks such as, submitting work requests, work order quick entries and viewing ANYTHING

a) Work Request Login

b) Work Order Quick Entry Login

c) View EVERYTHING In Entire Company


How To Log In To INfORIF YOU HAD A LOGIN TO INFOR 10 YOUR LOGIN IS THE SAME FOR INfOR 11 IF YOUR PASSWORD NEEDS TO BE RESET PUT IN A SERVICE ANYWHERE TICKET INTO THE IT

SYSTEM TO HAVE YOUR PASSWORD RESET

Work Request Login

Username: WXXX

Password: WXXX

511/13/2017

SUBSITIUTE XXX WITH YOUR PLANT NUMBERPlant Number Plant Name

1953 Avanzar

2504 Belvidere

07 Bryan

1954 Chattanooga

1226 Cottondale

56 Derramadero

2360 Fountain Inn

38 Frenchtown I

43 Frenchtown II

31A Grand Rapids

100 Harrison Twp

1221 Highland Park

73 Lansing

51 Louisville

Plant Number Plant Name

36 McCalla

924 Mississauga

1632 Northwood

742 PMSC

0588 PMSC (C'twd)

1528 Queretaro

1331 Ramos

200 Riverside

26 Romulus

1805 Santa Maria

0605 Southview

1947 West Point

Module A: Quick Reference Guide

How To Log Into INfORIF YOU HAD A LOGIN TO INFOR 10 YOUR LOGIN IS THE SAME FOR INfOR 11 IF YOUR PASSWORD NEEDS TO BE RESET PUT IN A SERVICE ANYWHERE TICKET INTO THE IT

SYSTEM TO HAVE YOUR PASSWORD RESET

Work Order Quick Entry Login

Username: TXXX

Password: TXXX

611/13/2017

SUBSITIUTE XXX WITH YOUR PLANT NUMBERPlant Number Plant Name

1953 Avanzar

2504 Belvidere

07 Bryan

1954 Chattanooga

1226 Cottondale

56 Derramadero

2360 Fountain Inn

38 Frenchtown I

43 Frenchtown II

31A Grand Rapids

100 Harrison Twp

1221 Highland Park

73 Lansing

51 Louisville

Plant Number Plant Name

36 McCalla

924 Mississauga

1632 Northwood

742 PMSC

0588 PMSC (C'twd)

1528 Queretaro

1331 Ramos

200 Riverside

26 Romulus

1805 Santa Maria

0605 Southview

1947 West PointNote:Plants that have individual IDs for their maintenance, process, and engineering technicians do not have this Login.


How To Log Into INfOR

View Everything LoginUsername: YFALL

Password: YFALL

711/13/2017

Note:This ID allows you to view anything in the entire company in absolute detail as advanced users but you cannot change anything.


Capabilities Of The INfOR User RolesIf These 3 Logins Will Not Satisfy Your Need The Following Are The Individual Logins That Can Be Setup After A ID Request Is Submitted by a MMGRPMGR= Manager Login

1) Can see everything in INfOR in your plant but cannot change anything.

MECH= Technician Login

1) Can Book Labor Against Work Orders

2) Can Mark Work Orders Completed For Supervisor To Close

3) Can Add Comments To Work Orders

MSUPER= Supervisor Login

1) Has The Ability To Fully Close Work Orders

2) Can Generate PMs

3) Can Add Or Remove New Employees To Plant Employee List

MMGR= Engineer Login (Requires 3 Day Training Course)

1) Can Add/Modify Equipment To System

2) Can Setup Or Modify Any PMs For Plant Equipment

3) Can Transfer Equipment

4) Can Request Plant Employee Login Changes or Setup Users


INFOR 11 Layouts For Different User IDs


11/13/2017 10

Home Screen After Logging Into The System

Plant Work Request Login WXXX Will Default To This Screen

The Login Defaults To This Screen So Anyone Can Write a Work Order

Request When Needed.


11/13/2017 11


MECH Logins Will Default To This Screen When Logging Into INfOR

The Login Defaults To This Screen So The Technicians Can Enter Work Order Quick

Entry’s Quickly When Needed.


11/13/2017 12


PMGR, MSUPER, & MMGR Logins Will Default To This Screen When Logging Into INfOR


Menu Layout


11/13/2017 14

This is Called The Start Center

Stop Lights Show Setup Errors In INfOR That Need Resolved For Your Plant(s)

Inbox Shows Specific Work Orders And Is A Pre-Filtered Way To Access Specific Work Order Types In A

List Form By Double Clicking One Of These Lines

Customize What Stoplights (KPI’s) Are Visible

Manual Refresh


Save KPI Layout

11/13/2017 15

This menu is accessible at anytime in any screen inside of INfOR

This Will Take You To The Start Center At Anytime

This Is Where You Can Manage Your Password, Success Message Timeout, Email, &Language


11/13/2017 16

Go Here To Setup Employees In Plant List For Booking Labor, Assigning To Work Orders, ETCTHIS DOES NOT CREATE A LOGIN ID

Go Here To Setup Owners. Owners Can Be Used To Show Who Takes Care Of Particular Equipment, etc.

Go Here To VIEW Trades Setup For Your Plant. Plants Do Not Have Access To Change Trade Setup.

Go Here To VIEW ALL Documents Setup in INFOR . Plants Do Not Have Access To Change.

Go Here To UPDATE Your Plants Contacts For Technical Manager, Maintenance Manager, Crib Attendant, and Buyer.


11/13/2017 17

Shows List Of Available Tasks For Use. Tasks Can Only Be Modified By Corporate Users

Shows List PM Schedules Used By Your Plant

Shows List Of Routes Used By Your Plant


11/13/2017 18

Takes You To WORK ORDER REQUEST to write a new request

Takes You To WORK ORDER QUICK ENTRY to write a new request

Takes You To WORK ORDER GENERATION for generating PMs

Takes You To METER RELEASE SCREEN


11/13/2017 19

View ALL work orders and PMs Regardless Of Department

View ALL Work Requests Not Yet Approved Of Department

View ALL Work Requests Ever Submitted For The Plant

View ALL Latest Work Requests Ready For Approval


11/13/2017 20

View ALL Equipment Entered Into INfOR In The Plant

Use This Menu To Remove Equipment From Your Plant When It Moves Out, Is Scrapped, Or Sold. This Gets The Equipment Off The Plants Equipment List


11/13/2017 21

This Screen You Can Setup Specific Locations For Your Plant Or Remove Them

This Screen You Can Setup Specific Cost Codes For Your Plant Which Is Used By Crib Inventory Software To Check Out Items Toward. Like Molding, General Maintenance, Assembly, Etc. Completely Plant Defined.

This Screen Shows The List Of Meters Setup For Your Plant. You Can Also Create a New Meter From Here. Meters Are Used To Trigger PMs Off Of Cycles Or Hours.

This Screen Shows A List Of All Closing Codes Available To Code Work Orders During Closing Process. These Cannot Be Added Or Modified At The Plant User Level.

This Screen Shows A List Of All Closing Codes Available To Code Work Orders During Closing Process. These Cannot Be Added Or Modified At The Plant User Level.

This Screen Shows The List Of Manufacturers Setup In INfOR. These Cannot Be Added Or Modified At The Plant Level.


11/13/2017 22

This is a LINK to Consolidated Reports. Once You Open This Report Add A Bookmark In Internet Explorer. INfOR Does Not Need To Be Open To Access.

Summarizes All Tasks Inside INfOR By Equipment Type, Plant, & Language In a Easy To Browse And Read Report

Shows A Simple List Of All INfOR Users By Access Level, Plant, Name, Etc.

Shows A Simple List Of All Plant Contacts In Company. You Can Setup And Modify Your Plants Contacts On This Screen.


11/13/2017 23

Shows Equipment Setup In INFOR Can View Past Due PMs, Future PMs, Etc. In Simple Report

Shows How Your Equipment Is Setup In INFOR In One Report. Lists What PMs Are Attached To What Equipment, When Next PM will Generate, When Last PM Was Closed, etc.


11/13/2017 24

INFOR TRAINING/HELP SITE LINK


11/13/2017 25

Write A Work Order Request To Corporate Team For Modifying Tasks, Creating New Tasks, Add Manufacturers, Add Departments, ETC

Write A Work Order Request To Get A New User Setup With Their Individual ID or Request A Change To A Existing ID

This Shows A Simple List Of All The INFOR MMGR Level Users In The Company By Plant, Name, Contact Information, Etc.


Common Tool Bar Button FunctionsAccess basic system functions on the toolbar. Hover the cursor over a button to view a pop-up description of the button’s function. Refer to the following descriptions when accessing buttons on the toolbar:

• The upper left hand side of the screen contains session information and the tool bar.

• Session information displays some details about how the user is logged into Infor EAM.

• Most screens contain a tool bar in the upper left hand side of the Infor EAM window.

11/13/2017 26

BACK OR START CENTER

SAVE RECORD

NEWRECORD

DELETE RECORD

PREVIOUS RECORD

FORWARD RECORD

COPY RECORD

RESET SCREEN

PRINT RECORD

PRINT PREVIEW

BASIC INFOR HELPEPAK

SEE RECORD VIEW, AND ALL OTHER TABS

SPLIT SCREEN

SEE LIST VIEWModule A: Quick Reference Guide

Tabs in Basic Screens Basic Tabs are listed below, depending on which screen you are on, the tabs may show different options.

11/13/2017 27

• Equipment List View: Lists the current files which have already been entered.• Record View: Area where information can be edited or added.• Comments: Enter comments to reference an item• Equip. History: List of scheduled events, When Record Created, Work Orders Against, Transfer History• PM Schedules: Lists of PM schedule equipment is on, unless it is part of a Route • Meters: Shows What Meters Are Setup For Equipment. Can Add Or Remove Meters Also.• Documents: Shows what Documents are attached to the equipment (like Manuals, Pictures, etc.)• Hours Since Last PM: Shows List Of PMs Completed, Hours Since Last PM, etc.

Click Here To Add More Tabs That Can Be Accessed But We Do Not Currently Use Them.


11/13/2017 28

List View Layout (Common)

Hold Down Ctrl Button To Highlight

Multiple Records Separately

Hold Down Shift Button To Highlight Multiple Records At

Once TogetherRight Click On Top Of Any Highlighted

Record Or Records And You Can Modify One Field For All Records At Once

Data Spy For Viewing Assets or Work Orders With a Different Status Like Equipment Previously In

Your Plant Or Closed Work Orders, etc. This filter is common in all list views in INFOR.

Second Filter Tool To Search Each Column Individually If So DesiredClick Any Column Header To Sort

List Alphabetically By That Column

Individual Data Column Filter Tool

Click Here To Go To Tab View Of Highlighted Record


List View Filtering OptionsThere Are Two Filtering Options In Any List View. One On Top Of Each Column And A Second In The Upper Right Corner Of The Screen. IF YOU USE THE COLUMN FILTER YOU CAN FILTER MULTIPLE COLUMNS AT ONE TIME To Narrow Down The Results Further. The Second Filter Search Only Searches One Column At A Time. My preference is to use the Column filter.

11/13/2017 29

Each Column Filter Second Filter Search Individual Column Only

Enter Partial Words, Numbers, Letters, etc. and HIT THE ENTER KEY to enact the filter.

You Can Set Different Filter Options With

Either Filter Option To Get More Specialized

Searches

In The Bottom Right Hand Corner Of The

Screen You Can Clear ALL Of The Column Filters At Once By

Clicking Here


List View Record Count

Click The Numbers 123 to get a total count of the records you are looking at in the view.


Equipment Record View Screen

11/13/2017 31

*All Starred Fields Are Mandatory Other Fields Can Be Used If Needed


11/13/2017 32

Click here to export list view to excel at any time

Click Here To Open OR Save The Excel File


List View Multiple Work Order Printing

You can print or reprint multiple orders from the list screen view at one time by Holding Down Your

Shift Key Or Ctrl Key to Select Multiple Work Orders and Thin Hitting The Print Button


INFOR Software Management Responsibilities

11/13/2017 34

Plant Users Regional Support Users IT Support Users

New Equipment Entries Training Plants On Use Of Software Password Resets If Needed

Modifying Equipment Entries Add Or Modify Tasks New/Modify User ID Creation

Equipment Transfer/Scrap Requests Add or Modify Closing Codes Setup of Special Email Notifications

Setup Of PMs On Equipment Add or Modify Problem Codes Fix Software Outages

Generate & Print Work Orders Add or Modify Trades

Fully Close Work Orders Modify Existing Documents

Write Work Order Requests Add Or Modify Manufacturers

Book Labor Against Work Orders Add Or Modify Plant Departments

Add & Remove Employees From Plant List New/Modify User ID Approval

Add Or Modify Cost Centers

Tag Equipment

New/Modify User ID Requests

Add/Remove People For Email Notifications

Maintain Plant Contact List


INFOR Email Notifications

11/13/2017 35

Email Notifications Can Be Configured By IT For INFOR To Send Notifications Via Emails When Actions Happen Inside Of Infor Such As:Work Request CreationWork Order CloseWork Order RejectionWork Order Creation For Specific EquipmentSafety Work Orders


Document Revision Log

11/13/2017 36

Revision Description Date

0 Initial Release 11-06-17

1 Updated For Browser Compatability, Equipment Transfer Withdraw on record view, fixed formatting.

11-13-17

2

3

4

5

6
