Download pdf - Antero Manual

Antero Information 1

Setting Data in Motion

Release 10

Antero™

Maintenance Data Management

Manual

Copyright ©1996-2008 AllMax Software, Inc. All rights reserved.

AllMax Software, Inc., 911 S. Main St., PO Box 40, Kenton, OH 43326800-670-1867 419-673-8863 Fax: 419-673-8864

[email protected] www.allmaxsoftware.com


DEAR ALLMAX SOFTWARE USER:

Thank you for selecting Antero™ Maintenance Data Management Software.

The text in this manual, excluding appendices is also located in the Help File for this program. Some features shown in the Help File do not appear in the manual or in the program, but may be available in add-on modules and/or different versions. You will be receiving the revisions tothis manual as soon as the features are completed and released in future upgrades.

Context sensitive help is available throughout the program by pressing the F1 key or by clicking on the help menu item. If youneed further assistance, please call AllMax technical support at1-800-670-1867, fax your question to 419-673-8864, ore-mail: [email protected]

AllMax Software, Inc.Antero Maintenance Software


TECHNICAL SUPPORT

Context sensitive help is available in Antero maintenance data management software by pressing the F1 key or selecting the HELP option from the menu bar.

Technical support is available for this program by contacting the AllMax technical support department at:1-800-670-18671-419-673-8863

Fax: 1-419-673-8864 E-mail: [email protected]

Before contacting the AllMax technical support department, please have the following information available:License NumberSoftware VersionCompany NameCity, State, Zip

NOTE: The above information can be found by selecting HELP at the main screen of the program, then “About Antero”.

FOR QUICK REFERENCE FILL IN THE FOLLOWING

License Number ______________________________________

KeyCode Number ______________________________________

Software Version ______________________________________

Company Name ______________________________________

City ______________________________________

State ______________________________________

Zip ______________________________________

LICENSE AGREEMENT

AllMax provides a separate License for each copy or installation of the Antero software. It controls access to Number of concurrent ssers, versions, demo mode, etc.

WARNING: You MUST have a separate License for each copy or installation of the Antero software. Contact AllMax for additional information.

If you are licensed with Multi-User capabilities, this will allow you to load the software onto a computer network. Multi-user does not allow for installation of the program onto computers at different sites.


AllMax acknowledges the following tools incorporated into our software:

True DBGrid © APEX Software Corporation

Input Pro © FarPoint Technologies, Inc.

DynaZip © Inner Media, Inc.

Access 2000 Run-Time © Microsoft Corporation

Wasp Bar Code © Informatics, Inc.

All above logos and brands are trademarks or registared trademarks of the respective owners or companies.

Software that Works

TECHNOLOGIES INC


Information ................................................................................................................................................................1

Basic Features ..........................................................................................................................................................6

Installation Instructions ............................................................................................................................................17

Before You Begin .....................................................................................................................................................21

Facility / User Setup ................................................................................................................................................36

Equipment ...............................................................................................................................................................43

Part / Material ..........................................................................................................................................................50

Meter / Gauge .........................................................................................................................................................58

Consumables ..........................................................................................................................................................61

Vendor .....................................................................................................................................................................64

Work Order Scheduler .............................................................................................................................................69

Lists .........................................................................................................................................................................76

Ordering / Receiving ................................................................................................................................................87

Transaction ..............................................................................................................................................................95

Work Orders ..........................................................................................................................................................100

Reports .................................................................................................................................................................. 111

Custom Tools ......................................................................................................................................................... 117

DataPort ................................................................................................................................................................ 119

Utilities ...................................................................................................................................................................131

Index ......................................................................................................................................................................139

Contents

Antero Basic Features 6

Basic Features

This section contains all the basic functions usedthroughout the program in more detail.

Manual


ABOUTThe About box appears on the screen when you click on HELP,

then ABOUT. The following information is shown on the box as a reference:

● Current Facility Name ● Current User Name ● License Number ● Number of Current and Licensed users presently

using Antero. ● DataPort Status ● Application Directory ● Facility Directory ● Copyright and Version Number for Antero software. ● [CHECK VERSIONS] button to determine what files

are stored in what directory.

KEYCODEAllMax provides a separate License for each copy or installation of the Antero software. It controls access to

Number of Concurrent Users Versions, Demo Mode, etc.

WARNING: You MUST have a separate License for each installation of the Antero software. Contact AllMax for additional information.

Licenses may be updated by entering the 20-digit KeyCode supplied by AllMax, either when prompted during the installation, or at any time from the file menu.

WHO AM I?Who Am I? simply identifies the current User. Select FILE from the main menu, then WHO AM I?.

DATE, CALENDARThe Calendar function is available in several sections of the program when you are prompted to enter a date

by clicking on the [] popup button next to the date field.

NOTE: Date formats are dependent on Windows settings.

Dates may be entered in a variety of manners: - Delimiters may be omitted when the entered form is “MMDDYY” or

“MMDDYYYY”. - Delimiters can be any of the following characters: / - : , . - When using delimiters, the leading 0 may be omitted for month,

day or year. - When using delimiters, the century may be omitted for the year.

The Date may usually be selected from the Calendar box by pressing the [] popup button in the date entry field. Use the [] and [] buttons to select the previous or next month and year, then press the appropriate [1 to 31] day button to enter the date.


Examples: “020198” = February 1, 1998 “2/1/98” = February 1, 1998 “12/31/04” = December 31, 2004 “12-31-2004” = December 31, 2004

Future Date PromptWhenever a date is entered into the program that exceeds the current date, Antero will prompt for

confirmation before accepting the date. This measure is aimed at helping users to avoid mistakenly entering dates that could prevent timely creation of future items, such as work orders.

TOOLBARThe buttons in the Toolbar allow access to certain screens plus function movability in the program.

SECTION BUTTONS: When clicked these buttons will open the corresponding section.

EQUIPMENT WO HISTORY

METER ORDERING/RECEIVING

PART/MATERIAL TRANSACTION

VENDOR/MANUFACTURER MANUALLY ADD A WO

WORK ORDER SCHEDULER DATAPORT

WORK ORDER CONSUMABLES

WO FORECAST/CREATE ADD A CONSUMABLE TRANSACTION

WORK ORDER REQUEST

NAVIGATION and FUNCTION BUTTONS: The function buttons allow performing the labeled action on a selected record. Some differences in how a button works is dependent on the section of the program.

FIRST RECORD - skip directly to the first recordPREVIOUS RECORD - move one at a time to the previous recordNEXT RECORD - move one at a time to the next recordLAST RECORD - skip directly to the last recordFILTER BUTTON - a user can quickly unfilter a list they have filteredADDS A NEW RECORDDELETES A RECORDEDITS A UNIQUE IDENTIFIERPRINT WORK ORDERS, LISTS AND REPORTS

NOTE: The Navigation and Function buttons are not available on all screens or may not be available until a certain condition is met, such as a record is retrieved, loaded onto the screen or a report is displayed. To determine whether the function is available at any given time, the button’s wording and graphic will change, becoming black when available or gray when not available.


CUSTOMIZE TOOLBAROverview

The Customize Toolbar feature of the program allows you to customize the buttons in the order you would prefer on the toolbar in the active window.

AccessTo access Customize Toolbar,

DoubleClick within a blank area of the toolbar.

Details ● To add a button to your Toolbar, highlight the button under AVAILABLE BUTTONS and press [ADD]. ● To remove a button from your Toolbar, highlight the button under TOOLBAR BUTTONS and

press [REMOVE]. ● To change the order of buttons on your Toolbar, highlight the button under TOOLBAR BUTTONS and

press [MOVE UP] or [MOVE DOWN].

● NOTE: To default back to the original Toolbar setup, press [RESET].

CONTEXT SENSITIVE HELPContext sensitive help is available in Antero by pressing the F1 key or selecting the HELP option from the

menu bar.

Help File ConventionsHelp Topic (action(s))

represents an entry in this help file by the name of “Help Topic” which may be activated in the application by performing the “action(s)” listed.

<keyname>represents pressing the keyboard key marked as “keyname”.

[button name]represents pressing the dialog box push button displaying the name “button name”.

menu_item1 | menu_item2represents choosing “menu item1” from the main menu, then choosing “menu item2” from the submenu.

()radio_namerepresents choosing the radio button displaying the name “radio name”.

[]check_namerepresents choosing the checkbox displaying the name “check name”.

(n1 to n2 characters)represents a text entry from n1 to n2 characters, including spaces and punctuation. If n1 is 0, no entry is required. Reserved punctuation characters: hyphen, colon, and comma ( - : , ) have special usage, and should not be used for most entries.


GO-2-TECHGo2tech is a permission-based remote desktop sharing

tool that enables users to connect to an AllMax technical support representative via the internet. Once connected, a live chat can be established for remote desktop viewing, file transfers, automated updates, etc.

Connecting to go2tech (from Antero) ● Go to Support / go2tech. Enter your information in the provided fields (blank fields only). Click the Connect button. ● Proceed through the download process of the LogMeInRescue Applet as prompted. Once downloaded and the Applet is installed, the AllMax Software go2tech console will appear. ● Once connected, a technical support representative will make contact through the chat window.

Connecting to go2tech (via www.allmaxsoftware.com) ● Go to http://www.allmaxsoftware.com/go2tech/. Note that all fields in the go2tech window will be blank. Follow the same procedure as above.

SUPPORT MENUAntero includes a Support menu option in the toolbar.

Options available in the Support menu include: ● License: Displays the appropriate, assigned license number. ● Release: Displays the current release of Antero (Internet connection required) and current status, ‘Current’ or ‘Out of Date’. ● File Versions: Opens the Check Version Utility. ● go2tech: (Internet connection required) Begins a new session with AllMax technical support. View the go2tech topic to learn more. ● Web Support: (Internet connection required) Takes users to a support form on the AllMax Software website. Form information is sent directly to technical support representatives. ● Email Support: (Internet connection required) Initializes a new e-mail message, addressed to AllMax Software technical support staff.


KEYBOARD AND MOUSE SHORTCUTSKeyboard:F1 HelpF2 Within an Entry Field - clears the field Within a Grid List - enters edit modeF3 Current dateF4 Calendar popupF5 Move FirstF6 Move PreviousF7 Move NextF8 Move LastCtrl+A Vendor/Manufacturer Ctrl+B SubContractor ServicesCtrl+C CopyCtrl+D DeleteCtrl+E EditCtrl+F FacilityCtrl+G Meters/GaugeCtrl+K Task ListCtrl+L Equipment Location ListCtrl+M Preventative Maintenance (PM) Ctrl+N NewCtrl+O Ordering / ReceivingCtrl+P PrintCtrl+Q Equipment Ctrl+R Parts/MaterialsCtrl+S Select or deselect (Multi Select Function)Ctrl+T TransactionCtrl+U SubContractors Ctrl+V PasteCtrl+W Work OrderCtrl+X CutCtrl+Y Manually Add Work Order Ctrl+Z UndoEsc Escape editing the current cellArrow keys End editing and Move Up, Down, Right, LeftAlt+_(letter) Performs associated function

Left Mouse Button:LeftClick Select itemShift+LeftClick Select group of itemsCtrl+LeftClick Select group of individual itemsLeft Double-Click Begin editing cell On an item, moves from a grid List tab to Detail tab

Right Mouse Button:RightClick on an item, drop down menu appears: GoTo: transfers you directly to that item’s screen Undo: undoes last function Cut: cuts highlighted item in entry field Copy: copies highlighted item in entry field Paste: pastes highlighted item in entry field Delete: deletes highlighted item in entry field Select All: selects all items in entry field Lower Case: changes text to all lower case


Custom Tools Shortcut KeysShortcut keys will be assigned to the reports and application created in the Custom Tools section in the

following order:

Custom Tools 1 through 8 menu options:1st listed menu option Crtl+F12nd listed menu option Crtl+F23rd listed menu option Crtl+F34th listed menu option Crtl+F4Etc . . .

Custom Tools 9 through 16 menu options:9th listed menu option Shft+F110th listed menu option Shft+F211th listed menu option Shft+F312th listed menu option Shft+F4Etc . . .

Window Menu ItemsChoose Cascade to arrange all open screens in normal overlapping pattern, with the current screen in front.Choose Close Window to close the current screen.

PICKLISTA PickList is a box displaying a list of items that the user may choose or add. The PickList box is in several

locations in Antero (typically accessed using the […] button) and offers the capability to add new items and delete existing items. To add a new item from within the picklist, press the [Add] button and enter a unique name and a description for the new item. To delete an item, press the [Delete] button and confirm.

NOTE: Not all of the functions explained below are available on every PickList.

● To access a PickList box,press the [...] popup button at the right of the entry field.

● To choose an item, highlight theitem in the PickList and press [SELECT], or double-click on the item.

● To choose more than one item(Multi-Select PickLists Only), highlight the item(s) using the mouse or keyboard options, listed below, then press [SELECT].

Highlight Options: Mouse: Individual .........LeftClick on Row Selector Multi-Select .....Crtl+LeftClick on the Row Selector located at the left edge of the grid. Group Select ...Shift+LeftClick on the Row Selector located at the left edge of the grid. Entire List ........Click on Table Selector located at upper left corner (not available on all lists).

Keyboard: Arrow to any item, then press Ctrl+S to select or deselect.


● To create a new item, press [NEW] to display the Create A New... box and enter information in the entry fields. ● To remove an item, highlight the item in the PickList and press [DELETE]. ● To filter the PickList and only display items which match filter criteria, enter a filter (0 to 255 characters)

in the box and press [FILTER].

Filtering will display every item that matches the filter. The filter does not distinguish between upper and lower case.

NOTE: Filtering a PickList results in all records that match the filter in any of the displayed columns.

NOTESOverview

The Notes screen allows users to enter any information or reminders into the system. The notes can be made public, so that every user can see them, or left private so that only the user who entered them can review them. The feature can be handy when information needs to be conveyed to a different shift or to a manager.

NOTE: To have private notes, user access rights must be removed from the All Notes section, see Add/Edit User section of this manual.

AccessTo access the Notes screen, select VIEW from the main menu, then NOTES.

Note List and Note Detail TabNote List To add a note, press the [+] ADD button in the toolbar. Edit the Date and Time, if needed. To make this

message accessible to the rest of the users, simply check the [] Public checkbox.

Note Detail ● To view the details of a Note, highlight the item, then go to NOTE DETAIL tab or DoubleClick directly

on the item. ● To print this list, press the [PRINT] button in the toolbar. ● To delete a note from the list, highlight the item and press [DELETE].


ATTACHING AN IMAGE FILEAttach an image to equipment or part/material records by pressing the button located to the right of the Description entry field.

Type in the complete path and file name of the picture in the entry field, located at the bottom of the blank screen or press the [...] popup button at the right of the entry field to browse for a file.

Once a picture has been successfully attached, the blank button changes to a camera image.

TYPE-AHEADThis feature was designed with the goal of providing a means by which users can quickly and easily locate

information in Antero list screens. In areas such as the Equipment List and the Open WO List, a great deal of information is presented in a single table. To more quickly locate a specific item in the table, click on the column header for the data to be searched and begin typing. A pop-up text bubble will be displayed to show what has been typed and the table will simultaneously scroll to a matching item in the list.

ADD UNLISTED TO INVENTORYIn any table where unlisted parts appear, a simple right-click begins the process of converting the unlisted part

into a listed inventory item. To do this, right-click on the unlisted part in the table and click the Make Listed option. This will bring up Part No. picklist, from which a matching part can be selected, if one exists. If no matching part exists, click the [New] button to create a new part. The Part No. field will be filled in based on the name of the unlisted part (it may be changed), leaving only the description to be entered.

PRINT SETUPOverview

Print Setup displays a printer-dependent box which allows you to set up the Windows default printer. This will affect default settings for all Windows programs. See your printer documentation or Windows help for information on these settings.

AccessTo access the Print Setup screen, select FILE from the main menu, then PRINT SETUP.

PRINTOverview

The Print options box varies depending on the report you are printing. These options are explained in the individual sections.

AccessTo access the Print Options screen, select the [PRINT] button from the toolbar.

DetailsThere are several styles of reports that are available. Each style displays different information about the

selected item(s). Choose a Report Style by clicking on one of the following: List: prints only displayed information within the table of the selected item(s).

General: prints general information related to the selected item(s).Notes: prints the notes and general Work Order information.Detail: prints detailed information related to the selected item(s).Barcode Label: prints barcode label(s).Depreciation: prints straight line depreciation.Product: prints Vendor/Manufacturer information based on one of the following chosen criteria: All Parts; Equipment Type; Product Group or Product Type.Purchase Order: prints a Purchase Order.


NOTE: Not all options are available on all reports.

● Highlight the item(s) using the options listed below, then press [PRINT] or [PREVIEW] to preview thereport prior to printing.

Highlight Options: Mouse: Individual ......... LeftClick on Row Selector Multi-Select ...... Crtl+LeftClick on the Row Selector located at the left edge of the grid. Group Select .... Shift+LeftClick on the Row Selector located at the left edge of the grid. Entire List ......... Click on Table Selector located at upper left corner


NOTE: If no items are highlighted to preview, you will be prompted as to whether you want to print all of them.

● Filter boxes are located abovecertain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button.

● Sort/Filter By: function allowsa column of table information to be changed based on options in the [] drop down menu. This allows sorting and filtering of the table by different options.

● Each column within the table can be sorted by pressing a column header button. An arrow will appearindicating that the table is being sorted, in ascending [] or descending [] order, by that column header.

● To view an item’s detailed information, simply right-click on the item and press the Goto menu option.

NOTE: The table can display different column information, on certain reports, based on the field selected in the “Sort/Filter By:” box.

BARCODE LABELSOverview

BarCode Labels may be printed directly from the Antero application. They are especially suitable for use with the DataPort handheld data entry.

AccessTo access the BarCode Label Editor screen, select FILE from the main menu, then BARCODE SETUP.

Details ● To add a new Barcode Label, press the [+] ADD button in the toolbar. Enter a unique Barcode No. to

identify the Barcode (1 to 15 characters). A Description (1 to 30 characters) may also be entered to describe the Barcode in more detail.

● To edit a Barcode Label, press the [ABC] EDIT button in the toolbar to access the ENTER A NEWBARCODE NO. box. Enter the new name and press [OK].

● Enter a unique Report name (1 to 30 characters) to identify the Barcode Label Style or select one froma PickList by pressing the [...] popup button.

● Enter BarCode information such as Font, Font Size, Margin, and Bar Width. The Font “Code 128” isrecommended for most users, as it supports both alphabetic and numeric characters with a minimum of overhead.


Possible BarCode scanning formats include:

Text Formats: Code 128 (recommended for most users) Code 39 (Code 3 of 9) Code 93

● Mark the Name, Description,or Title checkboxes to include the information on the label, and enter an appropriate Font Size for each.

● Mark the Check Digit checkboxto add a number to validate the authenticity of the barcode number.

● Mark the AutoSelection Digit checkbox to allow the DataPort to automatically recognize what the BarCode represents.

A sample representation of a BarCode with the provided settings is shown and updated with any change.

NOTE: The sample representation is drawn at the low resolution of the screen. The actual printed label will more accurately reflect the settings provided.

Antero Installation 17

Installation of Antero

Provides information needed for the installation andsetup of the Antero Software.

● NOTE: Before performing any installation and setup, please read the section on Page 7about Microsoft® Access® 2000.

● REMINDER: Always do a back up before beginning any installation.

Manual


INSTALLATION INSTRUCTIONS ● Insert the CD-ROM into your CD-ROM drive.

The CD-ROM is set to Auto-Play once inserted into your CD-ROM drive. If you do not have Auto-Play enabled, you will need to run the file, install.exe, from the CD-ROM manually. To do so, go to the Windows® Start menu, from the menu, select the Run option. Type in drive:\install.exe.

● Select Install Antero™ to launch the Antero installation. ● Click [NEXT]. Choose a directory or allow installation in the default directory. Click [OK].

NOTE: To select a different directory, use the drop- down menu to select a drive from the list, then

use the browse area of the window to select a destination folder for the Antero program and setup files. Click [OK].

A window will appear asking if you have performed a backup. Assuming you have, click [Yes]. Read the “Antero Install--What’s New” and “License Agreement” windows and click [OK]. When prompted, type in your KeyCode to complete the installation.

NOTE: LICENSED mode: Licensed users should find the KeyCode in the case that contained the CD-ROM. This KeyCode uniquely identifies your software and installs the properly licensed version.

● After entering your KeyCode, the Antero setup will begin copying files. The progress bar indicates the files

that are being copied to your destination directory. ● Click [OK] to complete the Antero installation. ● You will be prompted for "Any existing data?". Clicking “YES” will launch Import Utilities.

NOTE: EVALUATION VERSION: You will not need a KeyCode. To install, click on the EVALUATION button, then [NEXT]. The license agreement will appear. If you agree, click [OK]. When prompted, choose the directory where you want to install, or use the default directory. Click [OK] to complete installation.

Microsoft Access 2000 Following the Antero installation, your system will be checked for Microsoft Access 2000, Runtime® or Fullversions. Microsoft Access 2000 Runtime or greater is required to view and print Antero reports. If Microsoft Access 2000 Runtime or greater is not found on your system, the Antero installation will begin the setup process for Microsoft’s Access Runtime 2000. If you are prompted to install Microsoft Access 2000 Runtime, please follow all defaults and prompts to install correctly.

Congratulations! Your Antero installation is now complete. You may now begin using the software.


WORKSTATION / CLIENT SETUPThe setup installs the necessary Windows and Antero components for Antero to run. Users who have the

program installed on another computer or server and wish to access data from that computer should run this option.

Users with Antero installed on another workstation or server should run the Workstation Setup for any and all computers after the installation has been performed on the computer/server where the data will reside.

● Navigate to the directory on the server or computer sharing the Antero software. ● Once you have found the directory/folder where Antero was previously installed, locate the file setup.exe

(or setup). Double-click the setup file to begin the workstation/client setup. ● Read and accept the End User License Agreement. Click [OK] to continue the installation. ● Next a dialogue box will appear asking users to choose whether to:

Run Program from Network or Existing Installation ... choose this option if you wish to run the program from the location specified during the prior installation process.

Copy Program Files and run from Local Directory ... choose this option if you wish to run the program from the local workstation, but access the data from the shared computer or server.

● Click [OK] to begin the Antero Workstation Setup

● NOTE: When the option, Copy Program Files and run from Local Directory, is chosen, you will berequired to select a destination directory/folder where program files can be copied.

● NOTE: Use the drop-down menu to select a drive then use the browse area of the window toselect a directory/folder. To create a folder, type the name of the folder into the field that displays the path of the installation. Click [OK] to continue the installation.

● NOTE: If you choose to install into an existing directory you will be prompted to confirm that youwish to install into an existing directory, click [Yes] to accept.

● Copy and install files. Once the file copy has been completed the installation of files necessary for Anteroto run will be installed on your computer.

● Click [OK] to complete the Antero installation.

Microsoft Access 2000 Following the Antero installation, your system will be checked for Microsoft Access 2000, Runtime or Full,versions. Microsoft Access 2000 Runtime or greater is required to view and print Antero reports. If Microsoft Access 2000 Runtime or greater is not found on your system, the Antero installation will begin the setup process for Microsoft’s Access Runtime 2000. If you are prompted to install Microsoft Access 2000 Runtime, please follow all defaults and prompts to install correctly.

Congratulations! The Antero software installation is now complete. You may begin using your Antero software.


LICENSE AllMax provides a separate license for each copy or installation of the Operator10 software. It controls access to purchased modules (Wastewater, Water, Pretreatment, Biosolids, etc.), demo mode, number of concurrent users, etc.

● WARNING: You MUST have a separate license for each copy or installation of the Operator10 software. Contact AllMax for additional information.

If you are licensed with multi-user capabilities, this will allow you to load the software onto a computer network and access the program from multiple work stations. Multi-user does not allow for installation of the program onto computers at different sites.

DEMO MODEAntero software may be installed and used in a demo mode. The demo mode allows full access to the

program for a period of 30 days. Reports and printouts are marked with the header “Unlicensed Demo Mode”.By contacting AllMax, the time period may be extended by either receiving a new License / Installation or

updating the existing License by receiving a new Key Code from AllMax. To receive a Key Code and update the existing License, start the Antero application in Demo Mode, and pause at the Demo Notice box.

Call your AllMax Sales Representative at (800) 670-1867. They will give you a Key Code to be entered in the box. The application will confirm that the Demo License has been extended.

Antero Before You Begin 21

Before You Begin

This section will take you through theAntero program showing the

screen layout, functions and features.This section will use the “AllMax Sample Facility” as a guide.

Manual


INTRODUCTIONThis section should be used as a guide in using the program before you start to set-up your program. More

detailed information is available on individual topics and functions throughout the manual. At any time during the program the HELP file may be accessed by pressing the F1 key or by selecting HELP from the menu bar.

Running the ProgramTo run the program DoubleClick on the icon or run the ANTERO.EXE file in the c:\AllMaxSoftware\Antero\

directory or the directory where the Antero program was installed.

User NameSince you are using the application for the first time, the USER

NAME box appears automatically when opening the program and defaults to “USER”, press [OK] to proceed.

● NOTE: If no Users have been created, the programwill automatically add a user with the name of “USER” with no password and all security levels activated.

Selecting a FacilityOnce the user name (USER) has been entered, the SELECT FACILITY box will be displayed. This section

of the manual will be using the “AllMax Sample Facility” as a guide. Highlight “AllMax Sample Facility” and press [SELECT].

Title / Menu BarThe application title bar displays the name of the program, the license number and facility currently in use.

The menu bar allows access to all sections of the program. For more information refer to the Basic Features section of the manual.


ToolbarThe buttons in the Toolbar allow access to certain screens plus function movability in the program.

SECTION BUTTONS: When clicked these buttons will open the corresponding section.

EQUIPMENT WO HISTORY

METER CONSUMABLES

PART/MATERIAL ORDERING/RECEIVING

VENDOR/MANUFACTURER TRANSACTION

WORK ORDER SCHEDULER MANUALLY ADD A WO

WO FORECAST/CREATE ADD A CONSUMABLE TRANSACTION

WORK ORDER DATAPORT

WORK ORDER REQUEST

NAVIGATION and FUNCTION BUTTONS: The function buttons allow performing the labeled action on a selected record. Some differences in how a button works is dependent on the section of the program.

FIRST RECORD - skip directly to the first recordPREVIOUS RECORD - move one at a time to the previous recordNEXT RECORD - move one at a time to the next recordLAST RECORD - skip directly to the last recordFILTER BUTTON - a user can quickly unfilter a list they have filteredADDS A NEW RECORDDELETES A RECORDEDITS A RECORDPRINT WORK ORDERS, LISTS AND REPORTS

● NOTE: The Navigation and Function buttons are not available on all screens or may not beavailable until a certain condition is met, such as a record is retrieved, loaded onto the screen or a report is displayed. To determine whether the function is available at any given time, the button’s wording and graphic will change, becoming black when available or gray when not available.


EQUIPMENT ● To display the Equipment screen, click the EQUIPMENT button on the toolbar.

The Equipment screen contains information about equipment within a facility. The different tabs allow you to view information assigned to a piece of equipment such as: equipment number, description, physical location within a facility, the type of equipment, vendor/manufacturer, and if the equipment is in or out of service. Purchase information can also be entered such as: purchase price, placed in service, salvage value, warranty information, and more.

Meters and gauges can be assigned to a piece of equipment, such as: odometers, pressure gauges, hour meters, counters, etc. These readings can then be used to produce Preventive Maintenance tasks.

Two other tabs involved with equipment are Part and History which will not be explained at this time. For more information on the Part and History tab, refer to the Equipment section of this manual.

● NOTE: To view a differentpiece of equipment, go to the Equipment List tab, highlight desired equipment piece, then return to the Equipment Detail tab, or simply double-click the equipment piece.

● NOTE: The [COPY FROM]button allowsyou to copy information from a similar piece of equipment to save on data entry time.

● NOTE: [COPY FROM] is not an available feature in Antero-SX.

METER/GAUGE ● To display the Meter/Gauge

screen, click the METER/GAUGE button in the toolbar.

The Meter/Gauge screen allows you to enter readings from meters/gauges on each piece of equipment.

Filter boxes are located above certain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button.

Each column within the table can be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.


PART/MATERIAL● To display the Part/Material

screen, click the PART/MATERIAL button on the toolbar.

The Part/Material screen allows facilities to enter in parts and materials that are stocked at this facility by assigning a unique inventory number and description for each part and material.

The different tabs on the Part/Material screen allow you to assign other information to a part or material such as: location within the facility, inventory quantities, cost information, product groups and types plus a table to assign multiple Vendor/Manufacturers.

Three (3) types of parts can be defi ned: ()Tracked (increase and decrease as parts are received and used), ()Untracked (will not increase or decrease as parts are used) or ()Tool/Equipment (enter tools with an associated cost for the use of the tools).

The Equipment, Order/Transactions and History tabs will not be explained at this time. For more information on these tabs, refer to the Part/Material section of this manual.

● NOTE: To view a different Part/Material, go to the Parts/Materials List tab, highlight desiredpart/material, then return to the Parts/Materials Detail tab, or simply double-click thepart/material.

● NOTE: The [COPY FROM] button allows you to copy information from a similar piece of equipment to save on data entry time.

VENDOR● To display the Vendor screen, click the VENDOR button on the toolbar.

The Vendor screen allows entry of Vendors that you use for maintaining your facility.The different tabs on the Vendor

screen allow you to assign a unique number and description. Equipment and Product Types/Groups can be associated with each Vendor plus a tab showing Purchase Orders/Transactions.

Other information can be entered such as: address, phone, Fed ID and Acct. numbers, and comments. Individuals can be set up within a Vendor to form a contact list that may have separate numbers and addresses.

● NOTE: To view a different Vendor, go to the Vendor List tab, highlight desired vendor, then return to the Vendor Detail tab, or simply double-click the vendor.


WORK ORDER SCHEDULER Only one Work Order will be created for each equipment/task combination. A new Work Order for Date/Meter will not be created until existing Work Order is logged complete.

● To display the Work Order Scheduler screen,

click the WO SCHEDULER button on the toolbar.

The Work Order Scheduler screen allows users to choose an existing piece of equipment and assign preventive maintenance tasks such as: change oil, replace filters, wax floors, etc.

The different tabs on the WO Scheduler screen allow you to assign information about a task. This information includes: Date Last Completed, Schedule Type, Scheduled By Date, Meter/Gauge, Calendar, and Work Order, Part and Estimated Quantity, plus Labor and Estimated Hours needed to perform the tasks.

The program will automatically forecast and create Work Orders for equipment and tasks combined based on the information entered on the Preventive Maintenance tabs.

● NOTE: Equipment and Task Code PickLists can be displayed by pressing the [...] popup buttonnext to the entry field. Highlight the piece of equipment or task code and press [SELECT].

● NOTE: The [COPY PMs] button allows you to copy information from one Work Order Scheduler toanother to save on data entry time.

FORECAST / CREATE WORK ORDER To display the Forecast/Create WO screen, click the FORECAST/CREATE WO button in the toolbar.

The Forecast/Create WO screen allows you to create and forecast preventive maintenance tasks, and create Work Orders.

Create TabThe Create tab displays a list

of equipment and tasks that are due or scheduled to be created through the entered date.

The Next WO Number available will be displayed and changes each time you create a Work Order. The Work Order number can be changed by clicking the [Change] button and entering a different Work Order number.


Filter boxes are located above certain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button or [] drop down list.


Create WOThis button allows you to create, from the table, the highlighted items that you want a Work Order created for.You can create Work Orders for one or a group of Preventive Maintenance Tasks by highlighting the item(s),

then pressing the [Create WO] button.Highlighting Options:

● Individual ......... LeftClick on Row Selector ● Multi-Select ...... Control + LeftClick on Row Selector ● Groups ............. Shift + LeftClick on Row Selector ● Entire List ......... Upper Left Button of the Grid on Table Selector in upper left corner


Print The [PRINT] button on the toolbar allows you to print a report based on the information displayed in the table.

If only specific records are desired on a report, filter or sort the list prior to printing.

Forecast Report TabThe Forecast Report tab creates a list of equipment and tasks and displays the number of times a Work

Order is expected to be created during the date range entered.A Forecast list can be displayed by entering a “Forecast From” and “Forecast Through” date.The table at the bottom of the tab shows you the preventive maintenance tasks that are forecasted to have

Work Orders created for the date(s) you have selected above.Filter boxes are located above certain columns allowing you to filter the list of items. Type the code given to

that item or select one from a PickList by pressing the [...] popup button or [] drop down list.Each column within the table can be sorted by pressing any column header button. An arrow will appear

indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.


OPEN WORK ORDER To display the Open Work Order screen, click the WORK ORDER button in the toolbar.

List / Detail TabsOnce Work Orders are created, they

are displayed on the Open List tab. The table lists the WO #, equipment #, task code, partial task description, scheduled date of work to be performed, type of Work Order, priority, delinquent Work Order date and if the Work Order was printed.



To view more information about a Work Order, click on the Open Detail tab. This shows you more detailed information, such as: task code, meters/gauge information, parts and labor. To view a different Work Order, press the [...] popup button, highlight the WO number and press [SELECT].

This section allows you to log the Work Order complete by entering a Date Completed, Completed WO Notes, Current meter or gauge readings, Parts and materials’ actual quantity used, labor hours and employee numbers.

Once all the information has been entered. Pressing the [Log As Complete] button will move this information from the Open Detail to the Work Order History.

WORK ORDER HISTORY To display the Work Order History screen, click the WO HISTORY button in the toolbar.

List / Detail TabsThe History List tab displays

Work Orders that have been logged as complete for this facility.



To view more information about a completed Work Order, click on the History Detail tab. This shows you all the information about a completed Work Order such as: Date Scheduled, Date Completed, Notes, Parts, Labor or SubContractor that was needed to complete the work. To view the history of a different Work Order, go back to the History List tab and double-click on an item.


ORDERING / RECEIVING To display the Ordering / Receiving screen, click the ORDERING / RECEIVING button on the toolbar.

The Ordering / Receiving screen is actually divided into three major sections that are interrelated. Each section will be explained separately.

Create TabThe Create tab allows the user to create Orders

for all parts and materials that need to be ordered according to the calculations of Quantity on Hand, Quantity on Order and Reorder Level in the Part/Material.

You can create Orders for one or more parts by highlighting the item(s), then pressing the [Create Order] button.

Highlighting Options:● Individual - LeftClick on Row Selector● Multi-Select - Control + LeftClick on Row Selector● Groups - Shift + LeftClick on Row Selector● Entire List - Upper Left Button of the Grid on Table Selector in upper left corner


NOTE: The table can display different column information based on the fi eld selected in the INCLUDE box.

Filter boxes are located above certain columns allowing you to fi lter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button or [] drop down list.


Open List / Detail TabOnce Orders are created they are displayed on the Open List tab. The table lists the date, PO number, Req.

number, vendor, and total.Filter boxes are located above certain columns

allowing you to fi lter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button.

Any column within the table can be sorted by pressing the column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.

To view more information about an Order, click on the Open Detail tab. You can enter cost information pertaining to each Order, print a requisition, add or delete parts or materials needed, and log your transactions as you receive them to complete an Order. Return to the Open List to select another Purchase Order.

Once all the information has been entered, by pressing the [Log Complete] button will move this information from the Open Detail to the History List.

History List / Detail TabsThe History List tab displays Orders that have been logged as complete for this facility.Filter boxes are located above certain columns allowing you to fi lter the list of items.


Type the code given to that item or select one from a PickList by pressing the [...] popup button. Each column within the table can be sorted by pressing any column header button. An arrow will appear

indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.To view more information about a completed Order, click on the History Detail tab. This shows you all

the information about a completed Order such as: Date, Vendor, Req. #, PO #, cost information and logged transactions. To view the history of a different Order, press the Date or Vendor [...] popup button, highlight the item and press [SELECT].

Information can be modifi ed on the completed Order, although any changes made will not affect related fi elds.

LISTS To display any of the Lists screens, select VIEW from the main menu, then click on LISTS, then select the individual list you want to open.

The Lists section allows you to add, edit, delete and maintain pertinent information about Equipment Types and Locations, Tasks, Employees, Warehouses, Assembly, Department, Product Groups and Types, Labor Accounts and Classes.

● To add, press the [+] ADD button in the toolbar to access the CREATE A NEW ... box. Enter theinformation requested, then press [OK].

● To edit, press the [ABC] EDIT button in the toolbar to access the ENTER A NEW ... box. Enter theinformation requested, then press [OK].

● To delete, press the [-] DELETE button in the toolbar.

For more information, refer to the List Section of this manual.

TRANSACTION NOTE: This feature not available in Antero-SX.

Overview The Transaction screen allows you to enter your invoiced parts and materials per Vendor into the system. All transactions will appear in this screen, including those created through a purchase order.

Access To access the Transaction screen, select VIEW from the main menu, then select TRANSACTION, or click the TRANSACTION button in the toolbar.

NOTE: The toolbar buttons allow easier access to certain screens plus function movability in the program. See the Basic Features section for more information about these buttons.

Transaction (Trans) List The Transaction List tab allows you to view and print any Transaction entered.

NOTE: Transaction are displayed in the grid with a gray box in the PO # column. When a number is displayed in the column, this is a transaction from the Purchase Order section.

● Filter boxes are located above certain columns allowing you to fi lter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button.

● Each column within the table can be sorted by pressing any column header button.


An arrow will indicate that the table is being sorted, in ascending [] or descending [] order, by that column header.

● To print this list, press the [PRINT] button in the toolbar.

NOTE: See the Basic Features section for additional information on printing.

● To view the details of a particular transaction, highlight the item, then go to the TRANSACTION DETAIL tab or Double- Click directly on the transaction.

Transaction (Trans) Detail Tab The Transaction Detail tab allows you to add, delete or view detailed information about a transaction.

● To add a new record, press the [+] ADD button in the toolbar.● To delete a record, press the [-] DELETE button in the toolbar. Deleting a record will not refl ect on the

Parts/Materials.

NOTE: Inventory quantities will not be updated when the transaction is deleted.

To print a report for the displayed inventory, press the [PRINT] button in the toolbar to access the PRINT OPTIONS box. Select which Report Style you want by clicking on one of the following: List: prints only displayed information within the table of the selected item(s). General: prints general information related to the selected item(s). Detail: prints detailed information related to the selected item(s).


● Date Enter the date that appears on the invoice or choose from the drop down calendar.

● Invoice Enter the number that appears on the invoice.

● Vendor/Manufacturer (Vnd/Mfg Name) Enter the code given to the vendor/manufacturer you purchased these items from or select from a PickList by pressing the [...] popup button.

● PO # and Req. # These fi elds refl ect the PO # and Req. # used when creating a Purchase Order.

● Comments Enter any comments pertaining to this invoice.

● Shipping Cost Enter the charges according to the invoice, within the Shipping, Tax, and Misc. entry fi elds.

● Cost of Goods This fi eld is automatically calculated according to entries made under the column header “Received”.

● Total This fi eld is automatically calculated when entries are complete within the Table and Shipping Cost entry fi elds. To add the parts from inventory, press the [ADD FROM INVENTORY] button to access SELECT PART NO. Highlight the item(s), then press [SELECT].

Highlighting Options: Individual - LeftClick on Row Selector Multi-Select - Control + LeftClick on Row Selector Groups - Shift + LeftClick on Row Selector


To add the supplies, not included in inventory, press the [ADD FROM UNLISTED] button to create an entry field in the Part No. column. Enter a Part No. or press the [...] popup button and select an unlisted part from the SELECT PART NO. list. Enter a description, if needed. To add the parts collected from your DataPort, press the [ADD FROM DATAPORT] button to access the DataPort file. Highlight the file you wish to add and press [OPEN].

Enter the Quantity received according to the invoice. ● Select the Unit of Measure if a part is stocked in a different unit of measure than it was purchased. The Purchase Units will be displayed by default. The Stocking Units can be selected if the part is received in the stocking units. ● Enter the Unit Cost of the part received. Once you have finished your entries, the Cost of Goods entry field will reflect the total of these figures. ● To delete any part from the list, highlight the item and press [DELETE]. ● Once all entries are complete, press the [LOG COMPLETE] button to finalize and save your transaction. This information will then be transferred to the system and appear in the Transaction List.

NOTE: The following Transfer List Tab and the Transfer Detail Tab are only available only if you have selected Multiple Warehouses in the Facility Setup Window.

Transfer List Tab The Transfer List tab allows you to view and print any Transfer. ● Filter boxes are located above certain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button. ● Each column within the table can be sorted by pressing any column header button. An arrow will indicate that the table is being sorted, in ascending [] or descending [] order, by that column header.



To view the details of a particular transaction, highlight the item, then go to the TRANSFER DETAIL tab or DoubleClick directly on the transfer.

Transfer Detail Tab The Transfer Detail tab allows you to add, delete or view detailed information about a particular transfer. ● To start your transfer, press the [+] ADD button in the toolbar. ● Enter the Date of the transfer or choose from the drop down calender. ● Enter the Warehouse No. or choose from the PickList by pressing the [...] popup button. ● To add a part from inventory, press the [ADD FROM INVENTORY] button to access SELECT PART NO. Highlight the item(s), then press [SELECT]. Highlighting Options: Individual - LeftClick on Row Selector Multi-Select - Control + LeftClick on Row Selector Groups - Shift + LeftClick on Row Selector

To add a parts file from the DataPort, press the [ADD FROM DATAPORT] button to access SELECT THEDATAPORT FILE, select the file and press [OPEN].● Highlight the part by clicking in the gray box to the left of the chart, press [MOVE TO] or [MOVE FROM] depending or where the part is being transferred to or from.● Double-click the WAREHOUSE column, enter the Warehouse No or press the [...] popup button and select from the SELECT WAREHOUSE PickList.● Enter the quantity being moved for each part.● Press the [LOG COMPLETE] button when all entries are correct.● To view an item’s detailed information, simply right-click on the item and press the Goto menu option.


REPORTSThe Report section allows you to print various reports, with most reports having several styles available.

Reports are provided for each of Antero’s main areas, such as equipment and work orders. In addition, a full range of historical reporting options is available, along with the ability to produce reports that include charting capability. There are well over one hundred report variations available in Antero.

To display any of the Reports listed, select REPORT from the main menu, then press the individual report you wish to print.

General Report FeaturesAll reports utilize a filter box that allows different print options and filters depending on the report. Not all print

options are available on all reports.

● Filter boxes are located above certaincolumns allowing you to filter the list of items. Type the code given to that item or select from a PickList by pressing the [...] popup button or [] drop down list.

● Each column within the table can be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header. ● Sort/Filter By: functions allow a column of table information to be changed based on options in the drop- down menu. This allows sorting and filtering of the table by different options.

NOTE: The table can display different column information, on certain reports, based on the field selected in the “Sort/Filter By” box.

● Beginning and Ending Date ranges can be entered (or choose from the drop-down calendar) to filter by date. ● All Completed Workorders checkbox can be marked to view all Work Orders. ● A Report Style can be checked to display different information about the selected item(s).

List: prints only displayed information within the table of the selected item(s).General: prints general information related to the selected item(s).Detail: prints detailed information related to the selected item(s).Notes: prints the notes and general Work Order information.Depreciation: prints straight line depreciation.Barcode Label: prints barcode label(s).(Part: prints detailed information of all parts ordered from a Vendor/Manufacturer.Purchase Order: prints a Purchase Order.Count Sheet: prints a Physical Inventory Count.

NOTE: Not all options are available on all reports.

Custom ReportsCustom Reports can be designed to your specifications by using Microsoft Access® or by contacting

AllMax Software sales representative or technical support for more information. An additional cost may apply.


CUSTOM TOOLS To display the Custom Tools screen, select CUSTOM TOOLS from the main menu, then select EDIT.

The Custom Tools feature allows the addition of custom reports and shortcuts to other applications included on the Custom Tools menu. A limit of sixteen (16) tools can be displayed on the Custom Tools menu, but an unlimited number of Custom Tools can be created. All of the Custom Tools defined can be accessed by selecting List All from the Custom Tools menu.

WHAT’S NEXT?Now that you have reviewed the “Before You Begin” section and viewed the example data provided with

Antero, what’s next?

IMPORTANT! Before entering any information, it is recommended that you take some time to determine how you will set up the Antero program for your facility. A systematic numbering and naming scheme should be completely planned and outlined before any entries are made. How you set up the program determines how usable and flexible it can be in the future.

Equipment NumberA numbering system should be developed to not only define what equipment is presently in use at your

facility, but to allow for expansion while maintaining this system. These numbers will be used extensively throughout the program.

Set these numbers up so that they are easy to find within the program and you will recognize and relate that number to a specific piece of equipment. This number will be used to find equipment within a PickList, used as a key when printing Work Orders, and along with their descriptions show up on most Work Orders or printed reports.

Part/MaterialA numbering system should be developed to define what parts and materials are presently at your facility

and allow for expansion while maintaining this system. These numbers will be used extensively throughout the program.

Set these numbers up so that they are easy to find within the program and you will recognize and relate that number to a specific part. This number will be used to find parts within a PickList and along with their descriptions show up on printed reports.

Within the program, you can determine the method you want to use in tracking all of your parts and materials. ● Tracked: will increase and decrease as parts are received and used, avg. unit cost will be updated when

parts are ordered and received. ● Untracked: will not increase or decrease inventory when parts are used or received. ● Tool/Equipment: allows for tools to be entered into parts inventory with an associated cost for the use of

the tools. When tools are used on a Work Order, the tool is allocated or in use. When work is completed the tool is returned to inventory and associated use cost charged to this Work Order.

VendorA naming system should be developed to not only define the present Vendors that you use to purchase

equipment, parts and materials for your facility, but allow for expansion while maintaining this system. These names will be used when choosing or printing a Vendor’s list. This list can contain addresses, telephone numbers and contact information. Also set up Equipment and Product Types/Groups related to each Vendor.


Preventive MaintenanceOnce your equipment is entered into the program, the Preventive Maintenance tasks can be defined to

perform maintenance on equipment. This is done by assigning a task code to a piece of equipment, then scheduling how that work is to be performed, how many days in between the work, parts needed, and labor that will be needed to complete the task.

A Task Code numbering system should be set up when developing preventive maintenance tasks. The system is not only to define what tasks are used presently at your facility, but allow for expansion while maintaining this system. Remember to set them up so that they are easy to find within the program and you will recognize and relate that number to a specific task. These numbers will be used extensively throughout the program.

Task codes can be created, when you’re setting up a preventive maintenance task, for a particular piece of equipment or they can be created in the List function.

ListsAntero has a variety of other lists:

● EQUIPMENT TYPE ● PRODUCT GROUP ● EMPLOYEE● WAREHOUSES ● PRODUCT TYPE ● ASSEMBLY● EQUIPMENT LOCATION ● LABOR ACCOUNT ● DEPARTMENT● TASK ● LABOR CLASS

These lists are used in conjunction with Equipment, Preventive Maintenance Tasks, and Part/Material. They allow you to categorize pieces of equipment, parts and similar equipment types and groups. These lists will be used to sort for printing purposes and Work Order creations.

A numbering system should be developed for each different list to not only define what is presently in use at your facility, but allow for expansion while maintaining this system. These numbers will be used extensively throughout the program.

Set these numbers up so that they are easy to find within the program and you will recognize and relate that number to a specific item.

DEVELOP A SCHEMEIt is important to spend the time developing a numbering and naming scheme that will work for you.

We suggest that you enter a few pieces of equipment and related information, then test it to make sure that the system you set up is going to work for your facility.

If you need some suggestions for setup, technical support is available for this program by contacting the AllMax technical support department or a sales representative at:

1-800-670-18671-419-673-8863

Fax: 1-419-673-8864 E-mail: [email protected]

Antero Facility/User Setup 36

Facility/User Setup

This section will take you through the steps neededto set up all Facility and User information.

Manual


ADD/EDIT FACILITY SETUPOverview

A Facility represents the entire plant site. Each Facility’s design and data is maintained separately, in a unique directory/folder, by the operating system. There is no limit on the number of Facilities established.

AccessTo modify the current Facility information or to add a new Facility, select EDIT from the main menu, then

ADD/EDIT FACILITY, FACILITY.

Details ● To add a facility, press the

[+] ADD button in the toolbar to access CREATEA NEW FACILITY. Enter the facility name and the suffix characters that will be used to create a sub-directory folder named DATA_XXX (suffix) that will store data entered into the program, then press [OK].

● To edit a facility, press the[ABC] EDIT button in the toolbar to access the ENTER A NEW NAMEFOR ... box. Enter the new name and press [OK].

● To delete a facility, press the [-] DELETE button in the toolbar.

General TabThe General tab allows you to view, add or edit the address, phone, etc. of each facility.

● Enter all information that pertains to this facility. ● Under the OPTIONS section, set some general defaults for the facility by simply checking on the

appropriate checkboxes:Print on Forecast/Create Work Orders – When this box is checked, Work Orders will

automatically print when created in the Work Order screen.Allow Multiple Warehouses – When this box is checked, Parts usage and quantities can be

tracked for multiple locations.WO Parts & Labor default to Estimated Qty. – When this box is checked, Work Orders will include the estimated quantities for parts and labor hours specified in the WO Scheduler section.Include Equipment Comments on Work Orders – When this box is checked, Work Orders will include comments entered for the piece of equipment.Include Recent Notes on Work Orders – When this box is checked, Work Orders will include

comments entered from previously completed this Work Order.

NOTE: Language – Currently, English is the only supported language. To create your own terminology throughout the program, see “Adding A Language” on page 30.


User Tab NOTE: The following options are not available in Antero-SX and there is no User tab in the Facility screen.

The User tab allows you to view, add or delete users for the current facility. Security levels can be assigned to each user selected for that facility.

● To add to the list of users,press the [ADD] button to access SELECT USER. Highlight the user you wish to add and press [SELECT]. To add a NEW user to the list, press the [NEW] button to access CREATE A NEW USER, type in the requested information and press [OK].

When choosing security levels for a user within the current facility, there is a standard that is built into the program. It is as follows:

● ACCESS - When this security level is assigned, user can ONLY access or print selected levels and can not Edit/Add or Delete any information.

● EDIT/ADD - When this security level is assigned, the user may create new items and edit existing items in the security area, the Access level is automatically assigned. ● DELETE - When this security level is assigned, the user may delete records in the security area, the Access and Edit/Add levels are automatically assigned.

NOTE: Shaded areas do not have the option available.

NOTE: Facility’s General and User tab information can only be viewed or modified when correct security levels have been assigned in the User screen.

● To assign security levels to a user, highlight the user’s name, then highlight the level of security required for each security area. Activate or deactivate this security level by LeftClicking or pressing the space bar.

NOTE: To give the same security levels to a new user from an existing user within the current facility, highlight the existing user first before pressing the [ADD] button. All security levels will be copied.

● To delete a user from the list, highlight the user’s name and press [DELETE].

FACILITY APPEARANCE - BACKGROUND EDITOROverview

The Background Editor screen allows you to change the background color or select a bitmap image to display in the background.

AccessTo access the Background Editor, select EDIT from the main menu, then ADD/EDIT FACILITY,

APPEARANCE.


Change Background Color ● Press the […] popup button across from the Color caption. ● Select the color you want to display as the background from the palette. ● On the Background Editor screen, under the Pattern caption, select the

[]None checkbox, then press [OK].

Change Background Pattern ● Press the […] popup button across from the Pattern caption. ● Select the bitmap (.bmp) file you wish to use as a pattern. ● On the Background Editor screen, choose either to stretch or tile

your pattern.- select the []Stretch checkbox to stretch a piece of the pattern across the entire screen- select the []None checkbox to let the pattern tile across the screen

● Press [OK].

Change Bitmap ● Press the […] popup button across from the Bitmap caption. ● Select the bitmap (.bmp) file you wish to use as a pattern. ● On the Background Editor screen, choose either to display your bitmap or make the bitmap transparent on the screen.

- Select the []Transparent checkbox to make the bitmap transparent on the screen- Select the []None checkbox to display the pattern on the screen

● Press [OK].

NOTE: You may stop displaying any pattern or bitmap by checking both of the [] None boxes in the Background Editor screen.

ADD/EDIT USER AND PASSWORD SETUPOverview

A User is the name and password (optional) assigned to an individual or a group of individuals that have security levels for selected facilities.

AccessTo modify current User information or to add a new User, select EDIT from the main menu, then

ADD/EDIT USER.

Details ● To add a new user, press the [+] ADD button in the toolbar to access CREATE A NEW USER. Enter the

user name and password (optional), then press [OK]. ● To edit a user, press the [ABC] EDIT button in the toolbar to access ENTER A NEW NAME FOR USER

box. Enter the new name and press [OK]. ● To add or edit a Password, enter the NEW password in the entry field. ● Denote which levels this User will be permitted to do within the Facility.

Access Facility Information: Permitted to access Facility screen ONLY.Edit Facility Information: Permitted to access and edit Facility’s General tab information.Add/Delete Facility, Edit/Add/Delete Security, User: Permitted to access Facility screen and make

any necessary changes in the General and User tab. At least one user must have this permission.

● To delete a user from the list, highlight and press the [-] DELETE button in the toolbar.


Facility TabThe Facility tab allows you to view, add or delete facilities for the current user. Security levels can be

assigned to each facility selected for that user.

● To add to the list of facilities, press the [ADD] button to access SELECT FACILITY. Highlight the facility you wish to add and press [SELECT].

When choosing security levels within a facility for the current user, there is a standard that is built into the program. It is as follows:

● ACCESS --- When this security level is assigned, user can ONLY access or print selected levels and can not Edit/Add or Delete any information.

● EDIT/ADD - When this security level is assigned, the user may create new items and edit existing items in the security area, the Access level is automatically assigned. ● DELETE --- When this security level is assigned, the user may delete records in the security area, the Access and Edit/Add levels are automatically assigned.

NOTE: Shaded areas do not have the option available.

● To assign security levelswithin a facility to the current user, highlight the facility, then highlight the level of security required for each security area. Activate or deactivate this security level by LeftClicking or pressing the space bar.

NOTE: To give the same security levels to a new facility from an existing facility for the current user, highlight the existing facility first before pressing the [ADD] button. All security levels will be copied.

● To delete a facility from the list, highlight the facility and press [DELETE].

ADD/EDIT LANGUAGEOverview

The Add/Edit Language feature allows field and screen names to be changed. The ability to modify the language, allows the application to conform to specific industry or company terminology. With this tool, users can change field and screen names such as Facility, Plant or Office.

AccessTo access the Language screen, select EDIT from the main menu, then select ADD/EDIT LANGUAGE.


Details ● To add a new language, press the [+] ADD button in the toolbar to access ENTER THE

NAME FOR THE NEW LANGUAGE box.

● The “Copy from” field displays the existing language that the new language will be based on.

NOTE: The “Copy from” value will default to whichever language was displayed in the Main Language screen when you clicked the [NEW] button. You can use the Next and Previous buttons in the toolbar to change the language, from within the Main Language screen.

● Enter a Unique name for the language you wish to create, then press the [OK] button.

There are three columns displayed on the Main Language window:

Areas – These are areas of terminology that can be changed. By selecting each area, any term that iseditable will display in the next column (which will contain the header based on the “Copy from” value displayed in the New Language screen.)

Middle (sample: US English) – This column displays the words from the base language that may be changed.Right Column – Use this column to customize the new language.

● Select the area you wish to change terminology in.

● Enter the replacement word, in the third column, next to the term you wish to change.

● Repeat the process for each area until your new language reflects the needs and desires of the companyor industry.

● To rename current language, press the [ABC] EDIT button in the toolbar to access the ENTER A NEW NAME FOR LANGUAGE box. Enter the new name and press [OK].

● To delete a Language, make sure that the language is the currently selected language, then press the [-] DELETE button in the toolbar.


CUSTOM WORK ORDER PRIORITY The Work Order Priority list can be customized to display alternate text, if desired.

● To modify the list of priorities, go to the Edit menu and click on Add/Edit Facility and Facility. Click on the [Set WO Priority tags] button to access the list. Changes are made by simply editing the text in the Tag col-umn. Click [OK] to save changes and exit the list. Changes made to the priorities can be seen in the Work Order Scheduler, and on Open and Historical Work Orders.

VERIFY COMPLETED WORK ORDER The Verify Completed Work Order option has been moved to the facility options, accessible under the Edit menu, Add/Edit Facility and Facility. Turning this option on will enable a prompt at the time of work order completion to confirm the action.

SHIP TO/BILL TO ADDRESSES The Facility options now includes separate Ship To and Bill To addresses. These options are found under the Edit menu, Add/Edit Facility and Facility. These addresses are used in the Ordering/Receiving section when printing Requisitions and Purchase Orders.

Antero Equipment 43

Equipment

This section will take you through the steps neededto enter all Equipment information.

Manual

Antero Equipment 44

EQUIPMENTSetting Information Parameters

Before entering any information, it is recommended that a systematic numbering and naming scheme be completely planned and outlined. This will make finding and adding equipment a logical, straight forward process.

OverviewThe Equipment screen allows you to enter each piece of equipment along with details and meter/gauge

readings. Equipment can be anything: a vehicle, a machine, a fixture, a roadway, a roof, a building, an apparatus or a system. Each must have minimum data consisting of at least a number. The information you enter here will become a part of your permanent equipment file and is used throughout the application.

AccessTo access the Equipment screen, select VIEW from the main menu, then select EQUIPMENT or click theEQUIPMENT button in the toolbar.

Equipment List The Equipment List tab shows the complete list of equipment as entered. The list will update with only the records containing the specific value in the particular field.

● Filter boxes are located above certain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button. ● Each column within the table can be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header. ● To view an item’s detailed information, simply double-click on the item.

Equipment DetailThe Equipment Detail tab shows the detailed information for a specific piece of equipment. There are

multiple tabs of information for each piece of equipment.

NOTE: The toolbar buttons allow easier access to certain screens plus record navigation in the program. See the Basic Features section for more information about these buttons.

Details ● To add a new piece of equip-ment, press the [+] ADD button in the toolbar. Enter a unique Equipment No. (1 to 20 characters) to help identify the piece of equipment being entered into the database.

A Description (1 to 30 characters) may also be entered to describe the equipment in more detail.

● To view or attach a picture of a piece of equipment,

press the button located to the right of the Description entry field.

Antero Equipment 45

● To copy selected information based on the categories checked, pressthe [COPY FROM] button. This information can be modified based on the current piece of equipment.

NOTE: [Copy From] is not an available feature in Antero-SX.

● To edit a record, press the [ABC] EDIT button in the toolbar to accessthe ENTER A NEW NAME FOR EQUIP NO. box. Enter the new name. Place a check in the option [ ] Also change in history database, to make changes to historical records. This option allows users to modify historical records when a change is made to an existing piece of equipment. This allows users to continue to track a piece of equipment even after the piece of equipment has had its equipment number modified. Press [OK].

● To delete a piece of equipment, highlight in Equipment List Tab and press the [-] DELETE button inthe toolbar.

● To print a report for the displayed equipment, press the [PRINT] button in the toolbar to access the Equipment Filter. Select which Report Style you want by clicking on one of the following:

List: prints only displayed information within the table of the selected item(s).General: prints general information related to the selected item(s).Detail: prints detailed information related to the selected item(s).Barcode Label: prints barcode label(s).Depreciation: prints straight line depreciation.


General TabThe General tab gathers basic information used for reporting and classifying the piece of equipment. These

fields are not required but are helpful when attempting to report on specific items, such as an Equipment List at a specific Location.

NOTE: Some aspects of this feature are not available in Antero-SX.

Location (Loc Code) ● Enter the code given to the location in your facility, where this piece of equipment is stored, or select from

a PickList by pressing the [...] popup button.

NOTE: To add a new Location, press the [NEW] button. Enter a unique Location Code and Description to help identify where items are stored or used within your facility.

Equipment Type (Eq Type) ● Enter the code given to determine the equipment type you want this piece of equipment to be categorized

in or select from a PickList by pressing the [...] popup button.

NOTE: To add a new Equipment Type, press the [NEW] button. Enter a unique Equipment Type and Description to help describe this piece of equipment.

Equipment Priority (Equip. Priority) ● Select the priority that best describes the seriousness of the equipment as it relates to critical operation

or timely maintenance.

Antero Equipment 46

Assembly ● Enter the code given to assign an assembly or select from a PickList by pressing the […] popup button.

The assembly is the group with which pieces of equipment can be linked if they are part of a larger whole.

For example: an HVAC unit may have a pump (HVAC_PMP_001), a motor (HVAC_MTR_001), a fan (HVAC_FAN_001), and other pieces listed as equipment. Assembly gives users the option to group those individual items, for use when reporting on the Assembly HVAC_UNIT_001.

Department ● Enter the code given to assign a department with which an equipment number is associated or select

from a PickList by pressing the […] popup button. Departments may be the group(s) that maintain or use the equipment. (Ex. Road Crew, General Maintenance, or Building Maintenance)

Vendor ● Enter the code given to the vendor you purchased this item from or select from a PickList by pressing the

[...] popup button.

NOTE: To add a new Vendor with detailed information, please refer to the Vendor/Manufacturer section for complete details.

Manufacturer ● Enter the code given to the manufacturer associated with this particular item or select from a PickList by

pressing the [...] popup button.

NOTE: To add a new Manufacturer with detailed information, please refer to the Vendor/ Manufacturer section for complete details.

Model No. ● Enter the model number (0 to 25 characters) of this piece of equipment.

Serial No. ● Enter the serial number (0 to 25 characters) of this piece of equipment.

In / Out of Service ● Denote whether a piece of equipment is either () In Service or () Out Of Service by clicking the

appropriate button. Type in, or choose from the drop down calendar, the date that this action occurred. These fields track the time that a piece of equipment spends out of service, as well as the current status for the equipment. Update the fields when the status of the equipment changes.

NOTE: Work Orders will not be created when equipment is Out-Of-Service.

ASSOCIATED TASKSThe Associated Tasks table displays a list of all tasks that have been associated with a piece of equipment.

Although this table is not editable, you may go to any task directly by selecting the task you wish to see and right-clicking on the highlight, then clicking the “Go To” menu option.

NOTE: The Associated Task table will be empty until preventive maintenance tasks have been created for this piece of equipment.

NOTE: Each column within the table can be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.

Antero Equipment 47

Detail TabThe Detail tab allows you to enter purchasing, warranty, depreciation, and user-defined information about the

piece of equipment.

NOTE: Some aspects of this feature not available in Antero-SX.

Asset Number ● Enter the asset number (1 to 15 characters) that was given to the equipment for accounting and asset

tracking purposes.

Date Purchased ● Enter the date the equipment was purchased or choose from the drop down calendar. (This field is used

in the depreciation calculation of the asset.)

Purchase Price ● Enter the purchase price for this piece of equipment. (This field is used in the depreciation calculation

of the asset.)

Salvage Value ● Enter the resale value expected at the end of the equipment’s life expectancy. (This field is used in the

depreciation calculation of the asset.)

Life Expectancy ● Enter the number of months (1 to 25 characters) you expect the equipment to be in use. (This field is

used in the depreciation calculation of the asset.)

Placed In Service ● Enter the date that the equipment was placed into service or choose from the drop-down calendar.

Warranty Day ● Enter the length in days of any warranty which applies to the entered equipment.

Warranty Meter ● Enter the length in meter increments (miles, hours, etc.) of any warranty which applies to the entered equipment.

Comments ● Enter any comments pertaining to this piece of equipment such as name plate dates or other specific information.

NOTE: A straight-line depreciation method is used to assume the cost of the equipment.

User-Defined FieldsAntero allows users to enter unlimited User-Defined Fields to help classify and hold additional information

about the selected piece of equipment. User-defined Values and Links can be entered. For each User-Defined Field, the Name, Description, and Link/Value can be defined. ● Click [Add Link] to create a new user-defined field that holds a link to information stored outside of

Antero. Links can be created and contain information for files (applications, documents, images, etc.) and web-based information (website addresses, email addresses, ftp addresses, etc.). An arrow button [] will be displayed while the link is valid, click the [] button to bring up the link.

Antero Equipment 48

NOTE: When linking to files, relative paths to the files are stored. If Antero is being used on a network it may be beneficial to save all necessary files to a shared location on a server or workstation with access to all users of Antero. Also, when opening the files by clicking the [] button, Antero passes the process of opening the file to Microsoft® Windows®. If the file does not open, check Windows to be sure the file can be opened.

● Click [Add Value] to create a new user-defined field that holds a text or numeric value relating to thename of the user-defined field.

● To delete a User-Defined Field, click on the User-Defined field you wish to have deleted then click the[Delete] button, a confirmation window will open; click [Yes] to delete the file.

Common User-Defined fields can be redefined for different pieces of equipment, once the Link or Value has been added, click the […] button in the name field to select an existing User-Defined Field name from a pick list.

Meter/Gauge TabThe Meter/Gauge tab allows the user to

add or remove meter/gauge specifications for the piece of equipment. Meters and gauges allow preventive maintenance to be scheduled based on the current reading. The user may also enter manual readings from the Meter/Gauge tab.

● To add a new meter or gauge to thelist, press the appropriate [ADD] button.

● Enter the name of the meter orgauge (1 to 15 characters), and the units (1 to 10 characters) that will be used.

NOTE: Meters and gauges allow preventive maintenance to be scheduled based on the current reading. A meter allows usage to be tracked such as miles, counter, hours, etc. A gauge allows for a high or low set point to be set to prompt a Work Order such as: pressure, amp reading, levels, etc.

● The current date is automatically displayed. If you choose to change this date, simply type in the date youwish to use or choose from the drop down calendar.

● Enter the current readings. ● Click [Apply Readings] to add the meter/gauge readings to the history of meter/gauge readings for the

piece of equipment. ● To modify a meter/gauge or current reading, highlight the desired field and make the necessary changes. ● To delete a meter or gauge from the list, highlight the reading and press [DELETE].

The Reading History Table displays a filtered list of historical meter/gauge readings for the selected piece of equipment.

● Filter boxes are located above certain columns allowing you to filter the list of items. Type the code givento that item or select one from a PickList by pressing the [...] popup button.

● Columns within the table can be sorted by pressing any column header button. An arrow will appearindicating that the table is being sorted, in ascending [] or descending [] order, by that column header.

Antero Equipment 49

Part TabThe Part tab allows you to add, delete or update a list of parts that the piece of equipment uses or is

associated with. The table shows a breakdown of individual parts & materials used on a piece of equipment.

NOTE: This feature not available in Antero-SX.

● To add to the list, press [ADD] to access “SELECT PART NO”. Highlight the item(s), then press [SELECT].

Highlighting Options: Individual........ LeftClick on Row Selector Multi-Select.... Control + LeftClick on Row Selector Groups........... Shift + LeftClick on Row Selector

● The [UPDATE LINKAGE] button willautomatically display the parts defined on associated preventive maintenance tasks. These parts will be added to the Part List if they do not exist and the task column will display a check mark.

● To delete any part or material fromthe list, highlight the item and press [DELETE].

● To view detailed information on anindividual item, simply right-click on the item and press the Goto menu option.

Work Order TabThe Work Order tab displays two tables containing all of the Work Orders–open and history–that have been

completed for the piece of equipment.

● Filter boxes are located above certaincolumns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button or [] drop-down list.

● Each column within the table can besorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.


NOTE: The History table will be empty until Work Orders have been created and completed for a piece of equipment.

Open Work OrdersThe Equipment section now includes currently open work orders along with historical work orders. This is

accomplished using two tables. Work orders in either list can be quickly cross-referenced by right-clicking on the item and then clicking the Goto option.

Antero Part/Material 50

Part/Material

This section will take you through the steps neededto enter all your Parts and Materials.

Manual


PART/MATERIALSetting Information Parameters

Before entering any information, it is recommended that a systematic numbering and naming scheme be completely planned and outlined. This will make finding and adding parts and materials a logical, straight forward process.

OverviewThe Part/Material screen allows you to enter your parts and materials along with quantities on hand, parts

location, unit cost, and more, into the system. A part may be anything: a replacement part, spare part, consumable part, hand tool, or piece of interchangeable equipment. Each part must have minimum data consisting of at least a Part No. The information you enter here will become a part of your permanent part file and is used throughout the application.

AccessTo access the Part/Material screen, select VIEW from the main menu, select PART/MATERIAL, then PART/MATERIAL or click the PART/MATERIAL button in the toolbar.

● NOTE: The toolbar buttons allow easier access to certain screens plus record navigation in theprogram. See the Basic Features section for more information about these buttons.

Part/Material ListThe Part/Material List tab shows the complete list of Parts/Materials as entered. ● Filter boxes are located above certain columns allowing you to filter the list of items. Type the code given

to that item or select one from a PickList by pressing the [...] popup button. ● Each column within the table can be sorted by pressing any column header button. An arrow will appear


● To view an item’s detailed information, simply double-click on the item or click the Detail tab.

Part/Material Detail

The Part/Material Detail tab shows the detailed information for a specific piece of equipment. There are multiple tabs of information for each piece of equipment.

Details ● To add a new record, press the [+] ADD button in the toolbar. Enter a unique Part No. (1 to 25

characters) to help identify the part or material being entered into the database. A Description (1 to 30 characters) may also be entered to describe the part or material in more detail.

● To view or attach a picture of a part/material, click on the button located to the right of the Descriptionentry field.

● To copy selected information based on the categories checked, press the [COPY FROM] button. Thisinformation can be modified based on the current Part/Material.

● To edit a record, press the [ABC] EDIT button in the toolbar to access the ENTER A NEW NAME FORPART NO. box. Enter the new name and press [OK]. Place a check in the option [ ] Also change in history database, to make changes to historical records.


This option allows users to modify historical records when a change is made to an existing part/material in inventory. This allows users to continue to track parts/materials even after a part/material has had its part number modified. Press [OK].

● To delete a part or material,press the [-] DELETE button in the toolbar.

● To print a report for thedisplayed parts or materials, press the [PRINT] button in the toolbar to access the Part/Material Filter box. Select which Report Style you want by clicking on one of the following:

List: prints only displayed information within the table of the selected item(s). General: prints general information related to the selected item(s). Detail: prints detailed information related to the selected item(s). Barcode Label: prints barcode label(s). Count Sheet: prints a Physical Inventory Count.


General TabThe General tab gathers basic information used for reporting and classifying the part/material. These fields

are not required but are helpful when attempting to report on specific items, such as a Parts/Materials List filtered by Product Group.

Product Group (Prod Group) ● Enter the code given to determine the product group that this part or material would be categorized in or

select from a PickList by pressing the [...] popup button.

NOTE: To add a new Product Group, press the [NEW] button in the PickList. Enter a unique Prod Group Code and Description.

Product Type (Prod Type) ● Enter the code given to determine the product type that this part or material would be categorized with or


NOTE: To add a new Product Type, press the [NEW] button in the PickList. Enter a unique Prod Type Code and Description.

Equipment Type (Eq Type) ● Enter the code given to determine the equipment type you want this piece of equipment to be categorized

in or select from a PickList by pressing the [...] popup button.

NOTE: To add a new Equipment Type, press the [NEW] button in the PickList. Enter a unique Eq Type Code and Description to help describe this piece of equipment.


Date Last Used Enter the date that you last used this item or choose from the drop down calendar. As you log completed Work Orders, this field will change to reflect each time you use this part or material.

Date Last Physical Count Enter the date that you last took physical inventory or choose from the drop down calendar.

Qty. Last Used Enter the quantity of this item you used last. This field may initially be left blank if you are unsure of the quantity you last used. As you log completed Work Orders, this field will change to reflect each time you use this part or material.

Since MM/DD/YY (Year to Date)This field is automatically calculated to show the quantity used during the past year.

Tracked, Untracked or Tool/EquipmentParts and Materials can be tracked in one of three methods.

● Tracked: will increase and decrease as parts are received and used, avg. unit cost will be updated whenparts are ordered and received.

● Untracked: will not increase or decrease inventory when parts are used or received. ● Tool/Equipment: allows for tools to be entered into parts inventory with an associated cost for the use of

the tools. When tools are used on a Work Order, the tool is allocated or in use. When work is completed the tool is returned to inventory and associated use cost charged to this Work Order.

Substitute Part No. ● Enter the code of a part (1 to 25 characters) to be used as a substitute, or select from a PickList by


Qty. on HandThis entry field is a calculated default for the substitute part chosen. Each time you choose a substitute part,

the quantity available field defaults to show you what quantity is available for that part.

Notes Enter notes pertaining to any part or material.

Detail TabThe Detail tab allows you

enter information pertaining to the individual parts and materials used. This information helps to track quantity, cost and reorder levels.

INVENTORY SECTION

Qty. On HandDisplays the total quantity of the

part/material in all the warehouses within the facility. This field will automatically update when Work Orders are completed and Orders are filled.


Qty. Allocated● Displays a calculated quantity of the part/material that has been allocated to pending Work Orders.

Qty. Available● Displays a calculated quantity of the part/material that is available for use.

Avg. Unit Cost ● Enter the initial average unit cost of the part or material. The system automatically updates this figure

using a rolling average as orders are completed.

Stocking Units ● Enter the in-house unit of measure of the part. Some examples of this might be Each, Gallon, Case, etc.

Reorder Level ● Enter the quantity that you do not want an item to fall below before reorder. The reorder level is calculated

by adding the amount of stock you want to keep on hand for sudden emergency demands to the amount of stock you expect to use during the time it takes to receive a new supply from the vendor.

Target Level ● Enter the quantity that you want to maintain your inventory level at. The target level is used when Antero

helps to create orders based on parts needing to be reordered. Antero will attempt to place an order that will adjust inventory levels to the target level.

Qty. On Order ● Displays the calculated number of units on Orders not yet received.

PURCHASING SECTION

Vendor Name ● Enter the code of the vendor that this part or material is most frequently ordered from or


NOTE: To add a new Vendor with detailed information, please refer to the Vendor section for complete details.

Purchase Units ● Enter the unit of measure you want to purchase the item in. Some examples of this might be Each,

Gallon, Case, etc.

Conversion Factor ● Enter the quantity of Stocking Units per Purchase Units. Example: 12 = 12 belts per 1 case.

Min. Order Qty. ● Enter the minimum quantity of Purchase Units you want to order each time.

WAREHOUSE TABThe table allows you to add and delete warehouse locations that contain parts and materials and is used to

enter the amounts at each location.

NOTE: Parts of this feature not available in Antero-SX.

NOTE: You may only add a warehouse if the multiple warehousing feature is turned on. See the Facility/User Section for additional information.


● To add a Warehouse Location, press the [ADD] button to access SELECT WAREHOUSE. Highlight theitem, then press [SELECT].

● Enter the code of the location where the part or material is kept within the warehouse, or select from aPickList by pressing the […] popup button.

● Enter the total quantity of the part/material in the particular location within the warehouse. This field willautomatically update when Work Orders are completed and Purchase Orders are filled.

● To remove a Part from a Warehouse Location, highlight the row and press [DELETE].

VENDOR TABThis table allows you to add and delete vendor information for ordering purposes.

● To add a vendor, press the [ADD] button to access SELECT VENDOR NAME. Highlight the item, then press [SELECT]. ● Enter information as needed within the other fields; item number, units, cost and date. ● To view an item’s detailed information, simply right-click on the item and press the Goto menu option. ● To remove the association of a vendor from the part, highlight the row and press [DELETE].

USER DEFINED TAB NOTE: This feature not available in Antero-SX.

User Defined TableThis table allows users to enter additional information not already defined in Antero. Unlimited User-Defined

values can be entered. For each User-Defined Field, the Name, Description, and Link/Value can be defined.

● Click the [ADD LINK] button to create a new user-defined field that holds a link to information storedoutside of Antero. Links can be created and contain information for files (applications, documents, images, etc.) and web-based information (website addresses, email addresses, ftp addresses, etc.). An arrow button [] will be displayed while the link is valid, click the [] button to bring up the link.

NOTE: When linking to files, relative paths to the files are stored, if Antero is being used on a network it may be beneficial to save all necessary files to a shared location on a server or workstation with access to all users of Antero. Also, when opening the files by clicking the [] button, Antero passes the process of opening the file to Microsoft Windows, if the file does not open, check Windows to be sure the file can be opened.

● Click the [ADD VALUE] button to create a new user-defined field that holds a text or numeric valuerelating to the name of the user-defined field.

● To delete a User-Defined Field, click on the User-Defined field you wish to have deleted then click the[DELETE] button, a confirmation window will open; click [YES] to confirm the deletion of the file.

● Common User-Defined fields can be redefined for different parts, once the Link or Value has been added.Select an existing User-Defined Field from a PickList by pressing the […] popup button.

EQUIPMENT (EQUIP) TAB NOTE: This feature not available in Antero-SX.

The EQUIPMENT tab allows you to add, delete or update a list of equipment that each part and material is used with. The table shows the equipment number and description of a piece of equipment, whether the part is on an associated preventive maintenance task assigned to that piece of equipment, and a comment section.


● To add to the list, press the [ADD] button to access SELECT EQUIP NO. Highlight the item(s), then press [SELECT].

Highlighting Options: Individual -LeftClick on Row Selector Multi-Select - Control + LeftClick on Row Selector Groups - Shift + LeftClick on Row Selector

● The [UPDATE LINKAGE] button will automatically display pieces of equipment associated with a

preventive maintenance task that uses this part. These pieces of equipment will be added to the Equipment List if they do not exist and the task column will display a check mark.

● To view an item’s detailed information, simply right-click on the item and press the Goto menu option. ● To delete a piece of equipment from the list, highlight the item and press [DELETE].

Orders/Transactions (Order/Trans) Tab NOTE: This feature not available in Antero-SX.

The ORDERS/TRANSACTIONS tab displays two separate tables. The top table titled ORDERING/RECEIVING displays “Open Purchase Orders” in blue type and “Completed Purchase Orders” in black type. The bottom table titled TRANSACTION displays all transactions entered into the system. A gray box displayed in the PO # column indicates that this is a transaction without a Purchase Order. When a number is displayed in the column, this is a transaction from a Purchase Order.

● Filter boxes are located above certaincolumns allowing you to filter the list of items. Type the code given tothat item or select one from a PickList by pressing the [...] popup button.

● Each column within the table can be sorted by pressing any column header button. An arrow will appearindicating that the table is being sorted, in ascending [] or descending [] order, by that column header.


Work Order TabThe Work Order tab displays a table containing all of the Work Orders that have been completed for the

piece of equipment.

● Filter boxes are located above certain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button or [] drop-down list.


● Each column within the table can besorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.


NOTE: The History table will be empty until Work Orders have been created and completed using this Part/Material.

Parts Work Order TabTwo tables are used to display the open and historical work orders that include the part in question. Items in

these tables can be quickly cross-referenced by right-clicking on the item and then clicking the Goto option.

PART AUDIT TRAIL ● NOTE: This feature not available in Antero-SX.

OverviewThe Audit Trail contains a record of all changes in

the quantity of parts/materials. The Audit Trail includes Date/Time of change, User who made the change, Source screen, Warehouse the change was made to, Part No, Change amount, and Quantity on hand in the Warehouse affected.

AccessTo access the Part Audit Trail screen, select

VIEW from the main menu, select PART/MATERIAL, then Audit Trail.

DetailsThe Audit Trail may be filtered by :

Date/Time - Filter by the date and time that the change occurred.User - Filter by the User ID of the person logged in who made the change.Source - Filter by the screen where the change occurred.Warehouse - Filter by the warehouse that the change occurred in.Part No. - Filter out all parts except the one you want to see.

● Filter boxes are located above certain columns allowing you to filter the list of items. Type the code givento that item or select one from a PickList by pressing the [...] popup button or [] drop down list.

● Each column can be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header. ● To view an item’s detailed information, simply right-click on the item and press the Goto menu option.

An Audit Trail Report may be accessed by clicking the Print icon in the toolbar, when the Audit Trail screen is open. The report may also be accessed by selecting REPORT, PART/MATERIAL, then Audit Trail.

Antero Meter/Gauge 58

Meter/Gauge

This section will take you through the steps neededto enter all Meter/Gauge readings.

Manual


METER/GAUGEOverview

The Meter/Gauge screen allows you to enter readings from meters/gauges on each piece of equipment. The Meter/Gauge section of Antero also allows users to view all historical Meter or Gauge readings taken manually when entered during Work Order completion, Consumable entry, automatically read via DDE, or imported from a DataPort.

● NOTE: This feature not available in Antero-SX.

AccessTo access the Meter/Gauge screen, select VIEW from the main menu, then select METER/GAUGE or click the METER/GAUGE button in the toolbar.

● NOTE: The toolbar buttons allow easier access to certain screens plus record navigation in theprogram. See the Basic Features section for more information about these buttons.

Readings TabThe Meter/Gauge Table allows

users to see all meters or gauges created for all pieces of equipment. This table also allows users to manually enter readings for each meter or gauge.

● Enter or select the date of the Meter/Gauge reading(s) to be logged here. ● Enter current readings. ● Click the [Apply Readings]

button when the readings of all Meters and Gauges have been entered for the selected date.

● Filter boxes are located above certain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button. ● Each column within the table can be sorted by pressing any column header button. An arrow will appear


● To print a report for the displayed equipment, press the [PRINT] button in the toolbar to access the PRINTOPTIONS box. Select which Report Style you want by clicking on one of the following:

() List: prints only displayed information within the table of the selected item(s).() Detail: prints detailed information related to the selected item(s).() Barcode Label: prints barcode label(s).



History TabThe History tab allows the user to view a list of meter/gauge readings in chronological order or find a particu-

lar meter/gauge reading.

● Filter boxes are locatedabove certain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button.

● Each column within thetable can be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column

Antero Consumables 61

Consumables

The Consumables section of Antero allows users to setup parts,from their inventory or unlisted, to be track as consumable parts.Entries can be made allowing users to track the equipment thatconsumed a part, the meter reading at the time of consumption,

the cost of the consumable, and the amount consumed.

Manual


CONSUMABLESOverview

The Consumables section of Antero allows users to setup parts, from their inventory or unlisted, to be track as consumable parts. Entries can be made allowing users to track the equipment that consumed a part, the meter reading at the time of consumption, the cost of the consumable, and the amount consumed.

AccessTo access the Consumables screen, select VIEW from the main menu, then select CONSUMABLES orclick the CONSUMABLES button in the toolbar.

● NOTE: This feature not available in Antero-SX.

Setup TabBefore a Consumables Entry can be made, you must setup the Consumables section.

Details ● To add the parts from

inventory, press the [ADD FROM INVENTORY] button to access SELECT PART NO. Highlight the item, then press [SELECT].

● To add the supplies, notincluded in inventory, press the [ADD FROM UNLISTED] button to create an entry field in the Part No. column. Enter a Part No. or press the [...] popup button and select an unlisted part from the SELECT PART NO. list. Enter a description, if needed, units and estimated quantity for this part.

● To delete any part from the list, highlight the item and press [DELETE].

Consumables EntryAccess

To access the Consumables Entry screen, select VIEW from the main menu, then

select ADD A CONSUMABLE TRANSACTION or click the MANUALLY ADD A CONSUMABLE TRANSACTION button in the toolbar.

● Enter a piece of equipment in

the Equipment field or select from a PickList by pressing the [...] popup button.


Once the equipment has been selected, the tables displaying the Consumables and Meters/Gauges will be filled.

● Enter a date in the Date field or choose from the drop down calendar. ● Enter the time that the consumable was added to the piece of equipment by clicking in the Time field or

press the [!] to automatically enter the current system time. ● Enter the employee who was responsible for adding the consumable or select from a PickList by pressing

the [...] popup button.

In the table displaying the Consumables, edit the cost of any unlisted parts, and enter the quantity for all consumables used in the column called Qty. ● NOTE: Once the quantity for one consumable has been entered, the [LOG COMPLETE] button

will become enabled. You may log this entry complete at any time.

● Enter the meter or gauge readings at the time of the consumable being added to the piece of equipmentin the column labeled Reading.

● Verify that the entry is correct and click the [Log Complete] button to log this entry complete and updatethe database.

History List TabThe History List tab displays all completed Consumables entries.



● To view an item’s detailed information, simply double-click on the item.

History Detail TabThe History Detail tab displays a completed Consumable entry in detail. You may view the entry to verify

data, but it is not able to be edited.


● Each column within the tablecan be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.

● To view an item’s detailed information, simply double-click on the item.

Antero Vendor 64

Vendor

This section will take you through the steps neededto enter all Vendors and Manufacturers.

Manual

Antero Vendor 65

VENDOR / MANUFACTURER Subcontractor data is built into the Vendor/Manufacturer section. There is no distinction between these three types of outsourcing.

Setting Information ParametersBefore entering any information, it is recommended that a systematic numbering and naming scheme be

planned and outlined. This will make finding and adding Vendors and Manufacturers a logical process.

NOTE: Some aspects of this feature not available in Antero-SX.

OverviewThe Vendor/Manufacturer screen allows you to enter your vendors and manufacturer contact information.

The vendors and manufacturers entered will be used when setting up equipment and parts. They will also be used when creating purchase orders.

AccessTo access the Vendor/Manufacturer screen, select VIEW from the main menu, then select VENDOR/MANUFACTURER or click the VENDOR/MANUFACTURER button in the toolbar.

NOTE: The toolbar buttons allow easier access to certain screens plus function movability in the program. See the Basic Features section for more information about these buttons.

Vendor/Mfg ListThe Vendor/Mfg List tab shows the complete list of vendors and manufacturers as entered. ● Filter boxes are located above certain columns allowing you to filter the list of items. Type the code given

to that item or select one from a PickList by pressing the [...] popup button. ● Each column within the table can be sorted by pressing any column header button. An arrow will appear

indicating that the table is being sorted, in ascending [] or descending [] order.● To view an item’s detailed information, simply double-click on the item.

Vendor/Mfg DetailThe Vendor/Mfg Detail tab shows the detailed information for a specific Vendor or Manufacturer. There are

multiple tabs of information for each Vendor/Manufacturer.

Details ● To add a new record, press the [+] ADD button in the toolbar. Enter a unique Vendor/Manufacturer

Name (1 to 25 characters) to help identify who is being entered into the database. Enter the Vendor/Manufacturer’s full company name (1 to 30 characters).

● To edit a record, press the [ABC] EDIT button in the toolbar to access the ENTER A NEW NAME FORVND/MFG NAME box. Enter the new name. Place a check in the option [ ] Also change in history database, to make changes to historical records. Press [OK].

● To delete a vendor/manufacturer, press the [-] DELETE button in the toolbar. ● To print a report for the displayed vendor/manufacturer, press the [PRINT] button in the toolbar to access

the PRINT OPTIONS box. Select which Report Style you want by clicking on one of the following: List: prints only displayed information within the table of the selected item(s).General: prints general information related to the selected item(s).Detail: prints detailed information related to the selected item(s).Product: prints Vendor/Manufacturer information based on one of the following chosen criteria: All Parts; () Equipment Type; () Product Group or () Product Type.


Antero Vendor 66

Address/Phone TabEnter the address information of a Vendor/

Manufacturer within each specifi ed fi eld.● Address (1 to 225 characters)● City (1 to 30 characters)● State (1 to 15 characters)● Zip (1 to 20 characters)● Country (1 to 20 characters)● Fed ID # (1 to 25 characters)● Acct. # (1 to 15 characters)

Enter the type of phone number or choose from the drop down list, then enter the number within the next fi eld. ● Phone Type (1 to 10 characters) ● Phone Number (1 to 50 characters)

Enter any comments that would pertain to this company.

NOTE: You may enter your own contact criteria if the default methods do not fi t your needs. Simply click in the white space next to the [] dropdown arrow. The cursor should then be displayed in the fi eld. You may then type up to 10 characters.

Contact Detail TabThe Contact Detail tab shows detailed information about each individual contact per Vendor/Manufacturer.


● To add a new contact, press the [ADD] button. An “Add a Contact for” box will appear. Enter the name, number and any comments that need to be included with this contact.

● To delete a contact, highlight the item and press [DELETE].

● Enter the Contact’s name or select one from a PickList by pressing the [...] popup button. You can also

highlight the name in the CONTACT LIST tab, then go to the CONTACT DETAIL tab and all information will be presented. Enter the Contact’s address and phone information if different than selected Vendor/Manufacturer.

● To view or edit details of any contact, press the [...] popup button to access SELECT CONTACT. Highlight the contact and press [SELECT]. You can change any information needed within this tab to keep a current record of each individual contact per Vendor/Manufacturer.

● To rename a contact, press the [RENAME] button to access the ENTER A NEW NAME FOR CONTACTbox. Enter the new name and press [OK].

NOTE: You may enter your own contact criteria if the default methods do not fi t your needs. Simply click in the white space next to the [] dropdown arrow. The cursor should then be displayed in the fi eld. You may then type up to 10 characters.

Antero Vendor 67

Products TabThe Products tab contains a

comprehensive list of all products associated with this Vendor/Manufacturer. The products are tracked on any of four ways, including Part, Equipment Type, Product Group or Product Type. The functions and fi elds of the screen are as described below.


● Select which Products Listyou want by clicking on oneof the following:

() Part – displays a list of all parts associated with the Vendor/Manufacturer.

() Equipment Type – displays a list of all Equipment Types associated with the Vendor/Manufacturer.() Product Group – displays a list of all Product Groups associated with the Vendor/Manufacturer.() Product Type – displays a list of all Product Types associated with the Vendor/Manufacturer.

● To add a new item, press the [ADD] button to access a PickList. Highlight the item and press [SELECT].To add to the PickList, press the [NEW] button to access CREATE A NEW... Enter your information andpress [OK].


● To view an item’s detailed information, simply right-click on the item and press the Goto menu option.● To delete any contact from the list, highlight the item and press [DELETE].

Orders/Transactions (Order/Trans) TabThe ORDERS/TRANSACTIONS

tab displays two separate tables. The top table titled ORDERING/RECEIVING displays Open Purchase Orders, for this vendor, in blue type and Completed Purchase Orders in black type. The bottom table titled TRANSACTIONS displays all transactions, for this vendor, entered into the system. A gray box displayed in the PO # column indicates that this is a transaction without a Purchase Order. When a number is displayed in the column, this is a transaction from a Purchase Order.



Antero Vendor 68

● Each column within the table can be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.


Work Order TabThe Work Order tab displays all of the Work Orders involving a Subcontractor.

● Filter boxes are located above certain columns allowing you to fi lter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button or [] drop down list.



Antero Work Order Scheduler 69

Work Order Scheduler

This section will take you through the steps needed to enter and maintain Scheduled Work Order Tasks.

Manual


WORK ORDER SCHEDULEROverview

The Work Order (WO) Scheduler screen is used to determine what tasks work orders will involve, as well as, when the work order will come due. The WO schedules you create will act as templates for all work orders.

Each Scheduled WO must be composed of a Single Piece of Equipment and a Single Task Code.

AccessTo access the Work Order Scheduler screen, select VIEW from the main menu, then select “Work Order Scheduler” or click the “Work Order Scheduler” button in the toolbar.


List TabThe List tab shows the complete list of Scheduled WOs as entered.


● Columns within the table can be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header. ● To view an item’s detailed information, simply double-click on the item, or click the Detail tab.

Detail TabThe Detail tab shows the detailed information for a specific Scheduled WO. There are multiple tabs of

information for each WO.

Details To add or edit a task to an existing piece of equipment, press the [+] ADD button in the toolbar. Enter the Equipment No. or select one from a PickList by pressing the [...] popup button next to the Equipment No. entry field. Highlight the number and press [SELECT].

NOTE: This equipment number must already be on file in the Equipment section of your system.

Enter a Task Code number or select one from a PickList by pressing the [...] popup button next to the Task Code entry field. Highlight the task and press [SELECT]. The task list will only display tasks previously assigned to this piece of equipment.

● If you don’t find the task you’re looking for, press the [ALL TASKS] button in the SELECT PM PickList box to display a complete list of tasks. Highlight the desired task and press [SELECT]. ● To copy tasks from another piece of equipment to the current piece of equipment, press the [PMs] button. These tasks can then be modified based on the selected equipment. ● To print a report for the displayed task, press the [PRINT] button in the toolbar to access the PRINT OPTIONS box. Select which Report Style you want by clicking on one of the following: List: prints only displayed information within the table of the selected item(s). General: prints general information related to the selected item(s). Detail: prints detailed information related to the selected item(s).

WO Scheduler Additional Instructions The Work Order Scheduler provides additional instructions for a given work order. These instructions are in addition to the previously defined task instructions. To enter instructions, click on the [Instructions] button and enter text into the box provided. Click the [OK] button to save and exit or [Cancel] to discard changes and exit.



Scheduler TabThe Scheduler tab allows you to enter information as to when a Work Order should be created based on

days, meter or gauge readings.

Date Last Scheduled Enter the date, or choose from the drop down calendar, when the last Work Order was created for this piece of equipment and task code combined.

● NOTE: This will automatically be updated when Work Orders are created.

Date Last Completed Enter the date, or choose from the drop down calendar, when the last Work Order was completed for this piece of equipment and task code combined.

NOTE: This will automatically be updated when Work Orders are completed.

Priority Enter the priority number you want to be assigned to this task. (You may decide which number has highest priority.)

NOTE: The Work Order Priority list can be modified or customized if desired.

Type Choose the type of maintenance to be performed from the drop down list. You may define these types however you wish. Some suggestions are:

Scheduled maintenance can be defined as your routine maintenance PMs.Unscheduled maintenance can be the PMs that you do on an as-needed basis and are not scheduled

within the program.Corrective maintenance can be repairs not scheduled within the program.Emergency maintenance can be similar to corrective, but with a higher priority.Other maintenance can be anything that does not fall into one of the categories above.

NOTE: In the Work Order section you have the option of creating and completing CORRECTIVE or EMERGENCY or OTHER Work Orders. Refer to the Work Orders section of the manual for more information.

Days Till Delinquent Enter the number of calendar days allocated to complete a Work Order. This field will determine when a Work Order should be considered delinquent. If left blank, a “Date Delinquent” date will not appear on the Work Order.

Current Open WOIf a Work Order exists for the Equipment / Task combination, this field displays the Work Order number.

NOTE: The graphics that appear at the top of each tab, By Date, By Meter/Gauge, By Calendar,and By PM will change as the individual tabs for scheduling are enabled and data is entered for each appropriate tab.


✔ Means that the method of scheduling has been enabled and that the PM will generatea Work Order based on that method

! Means that the method of scheduling has been enabled, but that there are additionalvalues that need to be entered and the PM will not generate a Work Order by that method

X Means that the method of scheduling has not been enabled and that the PM will notgenerate a Work Order

NOTE: When a PM is scheduled using more than one method, it is important to know that a workorder will come due based on whichever scheduling method occurs first. For example, if an oil change is scheduled for my car after 3000 miles or on a 90 day interval. A work order will show up as ready to create when my usage for the odometer reaches 3000 miles or after 90 days, whichever comes first.

BY DATE NOTE: When scheduling with the By Calendar method, the other two scheduling methods used will become inactive. This is done since the Calendar option allows for the creation of multiple identical work orders.

Schedule By Day Place a check in the box Enable to enable the Work Order to be scheduled by this method.

● Enter a number in the Interval Days field to define the number of days that are to elapse before theScheduled Work Order generates a new Work Order.

Choose from the options: ● From Date last Scheduled ● From Date last Completed

Depending on the option you haveselected be sure that there is a datein the corresponding field.

NOTE: You may also forecast theWork Order based on Date. To do this, enter a value into the Interval Days field of the FORECAST section of the screen. Forecasting will always be based off of the Date Last Scheduled.

Forecast Enter the number of calendar days you anticipate a Work Order should be created by, based on daysscheduled, meter, or gauge readings. After entering the calendar days, the program automatically calculates the NEXT FORECAST DATE and displays it in that field.


BY METER / GAUGE NOTE: The table displays the name, type and units of meters and gauges defined for this piece of equipment.

● Place a check in the box Enable toenable the WO to be scheduled by this method.

● Select the Meter or Gauge that the PM is to be scheduled by from the table that is visible. ● If you selected a meter, enter a value

for Usage.Usage to trigger the WO is calculated based on the most current reading (Shown) minus the value in the Last WO Completed Reading field.

● If you selected a gauge, enter the minimum or maximum gauge reading.

Work Orders are created if the most current reading (Shown) is below the minimum reading or above the Maximum reading.

BY CALENDAR Place a check in the box Enable to enable the WO to be scheduled by this method.

● Select the months of the year that the Work Order should be created for, by checking the [] under each month’s caption.

● Select either: ⋅ Days of the week to schedule based on the week number and the day of the week. Example: To schedule a work order on the first Monday of every month, click [Mark All] in the MONTHS box and 1st Monday checkboxes. ⋅ Dates to schedule based on the day number of the month. Example: To schedule a work order on the 1st and 15th of every month, click [Mark All] in the MONTHS box and 1 and 15 (not shown).

NOTE: The status section of the By Date, By Meter/Gauge, and By Calendar tabs will allow users to see whether or not a WO can be produced based on the information entered. The status will display any and all items that need to be entered for the WO to be created properly.

BY WORK ORDER NOTE: This feature is not available in Antero-SX.

This tab displays other existing work order schedules that have the ability to cause the current work order schedule to be triggered. This tab is populated when other scheduled tasks have the current work order schedule added to their “Attached Work Order” tab.


The “Attached Work Order” screen essentially functions as a cross-reference to point out those work orders that have the ability to trigger others.

Part TabThe Part tab allows you to add, edit or delete parts and supplies needed to perform the Preventive

Maintenance tasks.

● To add the parts from inventory, press the [ADD FROM INVENTORY] button to access SELECT PART NO. Highlight the item(s), then press [SELECT].

Highlighting Options: ● Individual - LeftClick on Row Selector ● Multi-Select - Control + LeftClick on Row Selector ● Groups - Shift + LeftClick on Row Selector

● Enter the Estimated Quantity needed. ● Select which Warehouse to use the part from by pressing the [...] popup button to access the WAREHOUSE PickList. Repeat this step for each part.

NOTE: This feature is only available when the feature to Allow Multiple Warehouses is turned on.

● To add the supplies not included in inventory, press the [ADD FROM UNLISTED] button to create an entry field in the Part No. column. Enter a Part No. or press the [...] popup button and select an unlisted part from the SELECT PART NO. list. Enter a description, if needed, units and estimated quantity for this part. ● To modify any Part No. or Estimated Quantity, highlight the desired field and make the necessary changes. ● To delete any part from the list, highlight the item and press [DELETE].

Labor TabThe Labor tab allows you to define Labor Class, Labor Accounts and Estimated Hours to perform the task.

● To add to the list of labor, press the [ADD] button to access SELECT LABOR CLASS NO. Highlight the

item(s), then press [SELECT].

Highlighting Options: ● Individual - LeftClick on Row Selector ● Multi-Select - Control + LeftClick on Row Selector ● Groups - Shift + LeftClick on Row Selector

● To add a NEW labor class to thelist, press the [NEW] button in the PickList to access CREATE A NEW LABOR CLASS NO. Type in the requested information and press [OK].


● To add Labor Account No., click in the Labor Account No. column. Press the [...] popup button to accessSELECT LABOR ACCOUNT NO. Highlight the labor account number you want, then press [SELECT]. To add a NEW labor account number to the list, press the [NEW] button to access CREATE A NEW LABOR ACCOUNT NO. Type in the requested information and press [OK].

● To add an Employee ID for each Labor Class No, click in the Employee column. Press the [...] popupbutton to access SELECT EMPLOYEE NO. Highlight the employee number you want, then press [SELECT]. To add a NEW employee number to the list, press the [NEW] button to access CREATE A NEW EMPLOYEE. Type in the requested information and press [OK].

● Enter the estimated time needed for each Labor Class to perform their duties in regard to this task. ● To modify any Labor Class or Account, highlight the desired field and make the necessary changes. ● To delete any labor from the list, highlight the item and press [DELETE].

Subcontractor TabThe Subcontractor tab allows you to add a vendor’s information for performing a task.

● To add to the list of subcontractors (vendors), press the [ADD] button to access SELECT CONTRACTOR.Highlight the contractor(s), then press [SELECT].

● To add a NEW vendor to the list, press the [NEW] button to access CREATE A NEW VENDOR. Type in the requested information and press [OK]. ● Fill in the cost amount for parts, labor, misc and tax per vendor. The total column will automatically

tally the previous columns for you. ● To delete any vendor from the list, highlight the item and press [DELETE].

NOTE: If you do not have any Subcontractors added, you will have to go to the SUBCONTRACTOR section of this manual.

Attached Work Orders Tab NOTE: This feature is not available in Antero-SX.

An additional scheduling method: Schedule by Work Order. This scheduling method allows users to attach WOs to a parent WO that, when the parent WO is due, the attached WOs will appear due as well.

Example: If your engine is to be overhauled and you set up a PM for engine overhaul. You could also attach PM’s that will also be performed while overhauling the engine, such as, an oil change, grease, replace seals, etc. Each WO will be created when the PM for engine overhaul is created.

This feature is helpful and will allow users to efficiently generate multiplework orders for a piece or pieces ofequipment.

● To add to the list, press the [ADD] button to access SELECT EQUIP NO. Highlight an item, then press [SELECT]. ● To delete any part or material from the list, highlight the item and press [DELETE]. ● To view detailed information on an individual item, simply right-click on the item and press the Goto

menu option. ● Repeat steps until desired WOs are associated with the parent PM. ● To delete any attached WO from the list, highlight the item and press [DELETE].

Antero Lists 76

Lists

This section will take you through the steps neededto enter all Equipment Types and Locations, Tasks, Employees,

Warehouses, Product Groups and Types, Labor Accounts and Classes.

Manual

Antero Lists 77

LISTSSetting Information Parameters

Before entering any information, it is recommended that a systematic numbering and naming scheme be completely planned and outlined.

OverviewThe Lists section allows you to enter detailed information for all categories used. The screens available under

LISTS are as follows:

● EQUIPMENT TYPE ● PRODUCT GROUP ● EMPLOYEE● WAREHOUSE ● PRODUCT TYPE ● ASSEMBLY● EQUIPMENT LOCATION ● LABOR ACCOUNT ● DEPARTMENT● TASK ● LABOR CLASS

AccessTo access any of the above mentioned screens, select VIEW from the main menu, press LISTS, then select

the individual screen where you wish to enter information.

NOTE: Lists are also available on the main screens by pressing the [...] popup button within an entry field.

Details ● To add a new record, press the [+] ADD button in the toolbar. Enter a Unique Code Name to help identify the item being entered into the database. A Description may also be entered to help determine exactly what the code name is.

NOTE: The Task Code name has only 1 to 10 characters within its entry field.

● To edit a record, press the [ABC] EDIT button in the toolbar to access the ENTER A NEW NAME FOR...box. Enter the new name and press [OK]. The previous Code number will appear. Type in the NEW code. To change throughout the historical database, click Also change in history database. Press [OK].

● To delete a record, press the [-] DELETE button in the toolbar. ● To print a report, press the [PRINT] button in the toolbar to access the PRINT OPTIONS box. Select

which Report Style you want by clicking on one of the following: List: prints only displayed information within the table of the selected item(s).General: prints general information related to the selected item(s).Detail: prints detailed information related to the selected item(s).


NOTE: If you are working in a new facility, Antero will automatically start the process of adding a new item, since the list will be blank.

EQUIPMENT TYPEThe Equipment Type screen allows you to categorize your equipment, parts/materials, vendors/

manufacturers into different type definitions.

Antero Lists 78

Equipment (Equip) TabThe Equipment tab shows you a chart of all pieces of equipment that should be categorized within a specifi c

Equipment Type.

● To add to the list, press the [ADD] button to access SELECT EQUIP NO. Highlight the item(s), then press[SELECT].Highlighting Options:

● Individual .........LeftClick on Row Selector● Multi-Select ......Control + LeftClick on Row Selector● Groups .............Shift + LeftClick on Row Selector

● To delete a piece of equipment from the list, highlight the item and press [DELETE].

Antero Lists 79

Part TabThe Part tab shows you a chart of all parts/materials that would be used on, or to repair, pieces of equipment

categorized within a specified Equipment Type.

● To add to the list, press the [ADD] button to access SELECT PART NO. Highlight the item(s), then press[SELECT].Highlighting Options:

● Individual ......... LeftClick on Row Selector ● Multi-Select ...... Control + LeftClick on Row Selector ● Groups ............. Shift + LeftClick on Row Selector ● To delete any part/material from the list, highlight the item and press [DELETE].

Vendor TabThe Vendor tab shows you a chart of all vendors that supply parts/materials for pieces of equipment

categorized within a specified Equipment Type.

● To add to the list, press the [ADD] button to access SELECT VENDOR NAME. Highlight the item(s), thenpress [SELECT].Highlighting Options:

● Individual ......... LeftClick on Row Selector ● Multi-Select ...... Control + LeftClick on Row Selector ● Groups ............. Shift + LeftClick on Row Selector ● To delete any vendor from the list, highlight the item and press [DELETE].

WAREHOUSE ● NOTE: This feature not available in Antero-SX.

The Warehouse screen allows you to categorize your parts/materials into different locations to determine where they are being stored or used within your facility.

Antero Lists 80

Part TabThe Part tab shows you a chart of all parts/materials that are in locations within the warehouse.

● To add to the list, press [ADD] to access SELECT PART NO. Highlight the item(s), then press [SELECT].

Highlighting Options:● Individual .........LeftClick on Row Selector● Multi-Select ......Control + LeftClick on Row Selector● Groups .............Shift + LeftClick on Row Selector

● Filter boxes are located above certain columns allowing you to fi lter the list of items. Type the code givento that item or select one from a PickList by pressing the [...] popup button.

● To delete a part from the list, highlight the item and press [DELETE].

NOTE: The MSTR warehouse is the default warehouse. It is present in every facility and cannot be deleted.

NOTE: Right-click on any row to bring up the “Goto” option. This option will take you to the appropriate part/material.

Location TabThe Location tab The Location tab shows you a chart of all locations that are within a specifi c warehouse.

● To add to the list, press [ADD] to access SELECT LOC CODE. Highlight the item(s), then press [SELECT].

Highlighting Options:● Individual .........LeftClick on Row Selector● Multi-Select ......Control + LeftClick on Row Selector● Groups .............Shift + LeftClick on Row Selector

● To edit a Location Code, highlight the items in the chart, press the [EDIT] button to access ENTER ANEW NAME FOR LOC CODE. The previous Code number will appear, simply type in the NEW code. To change this location throughout the historical database, click Also change in history database. Press [OK].

● To delete a location from the list, highlight the item and press [DELETE].

EQUIPMENT LOCATIONThe Equipment Location screen

allows you to categorize your equipment and parts/materials into different locations to determine where they are being stored or used within your facility.

Antero Lists 81

Equipment (Equip) TabThe Equipment tab shows you a chart of all pieces of equipment that are in a specified Location.

● To add to the list, press the [ADD] button to access SELECT EQUIP NO. Highlight the item(s), then press [SELECT].

Highlighting Options: ● Individual ......... LeftClick on Row Selector ● Multi-Select ...... Control + LeftClick on Row Selector ● Groups ............. Shift + LeftClick on Row Selector

● To delete a piece of equipment from the list, highlight the item and press [DELETE].

TASKThe Task screen allows you to specify different maintenance

task definitions. Enter all the maintenance operations that would be performed as a Task Code.

● Enter all instructions, procedures, or directions you want to be placed on file for any maintenance task.

These instructions will be instantly attached to any Work Order when that particular task code is chosen.

Associated Tasks TabThe Associated

Tasks tab shows you a list of all pieces of equipment that have this particular task scheduled at any given time.

Antero Lists 82

PRODUCT GROUPThe Product Group screen allows you to categorize similar parts/materials and vendors/manufacturers

together. This category is used on reports or on entry screens where verifi cation of a category is required.

Part TabThe Part tab shows you a chart of all parts/materials categorized within a specifi ed Product Group.

● To add to the list, press the [ADD] button to access SELECT PART NO. Highlight the item(s), then press[SELECT].

Highlighting Options:● Individual ......... LeftClick on Row Selector● Multi-Select ...... Control + LeftClick on Row Selector● Groups ............. Shift + LeftClick on Row Selector

● To delete any part/material from the list, highlight the item and press [DELETE].

Vendor TabThe Vendor tab shows you a chart of all vendors that supply parts/materials for a specifi ed Product Group.

● To add to the list, press the [ADD] button to access SELECT VENDOR NAME. Highlight the item(s), thenpress [SELECT].


● To delete any vendor from the list, highlight the item and press [DELETE].

Antero Lists 83

PRODUCT TYPEThe Product Type screen allows you to categorize individual parts/materials and vendors/manufacturers.

This category is used on reports or on entry screens where verifi cation of a category is required.

Part TabThe Part tab shows you a chart of all parts/materials categorized within a specifi ed Product Type.

● To add to the list, press the [ADD] button to access SELECT PART NO. Highlight the item(s), then press [SELECT].


● To delete any part/material from the list, highlight the item and press [DELETE].

Vendor TabThe Vendor tab shows you a chart of all vendors that supply parts/materials for a specifi ed Product Type.

● To add to the list, press the [ADD] button to access SELECT VENDOR NAME. Highlight the item(s), thenpress [SELECT].


● To delete any vendor from the list, highlight the item and press [DELETE].

Antero Lists 84

LABOR ACCOUNTThe Labor Account screen shows you what preventive maintenance tasks are categorized within different

labor accounts.

Associated Tasks TabThe Associated Tasks tab

shows you a list of all equipment and associated tasks that are in this specified Labor Account.

LABOR CLASSThe Labor Class screen shows you what preventive

maintenance tasks are categorized within different labor classes.

● To add or edit the wage for the selected Labor Class, simply type in the new amount.

Associated Tasks TabThe Associated Tasks tab

shows you a chart of all equipment and associated tasks that are in a specified Labor Class.

Antero Lists 85

EMPLOYEEThe Employee screen allows you to view a list of work orders that have been assigned to the employee.

The open work orders for the employee display on the Open WO tab. The completed work orders display on the Completed WO tab.

● Add employee details, including address, contact information and comments in the “Employee Detail” section.

Open WO TabThe Open WO tab shows you Open Work Orders associated with the Employee.

● To add a new employee, press the [+] ADD button in the toolbar. Enter an Employee No. and Name,press [OK].

● To edit a record, press the [ABC] EDIT button in the toolbar to access the ENTER A NEW NAME FOREMPLOYEE box. The previous Code number will appear, simply type in the NEW code. To change this employee throughout the historical database, click [ ] Also change in history database. Press [OK].

● To view an item’s detailed information, simply right-click on the item and press the Goto menu option. ● To delete a record, press the [-] DELETE button in the toolbar.

Completed WO TabThe Completed WO tab shows you Completed Work Orders associated with the Employee.


Antero Lists 86

ASSEMBLY NOTE: This feature not available in Antero-SX.

The Assembly screen allows you to categorize your equipment. An assembly can be a group of smaller pieces of equipment that make up a larger system or piece of equipment.

Equipment TabThe Equipment tab contains the

list of all pieces of equipment that are associated with the selected Assembly.

● To add to the list, press the[ADD] button to access SELECT EQUIP NO. Highlight the item(s), then press [SELECT].

● To delete a piece of equipmentfrom the list, highlight the item and press [DELETE].

DEPARTMENT NOTE: This feature not available in Antero-SX.

The Department screen allows you to categorize your equipment. The Department can be the group of employees who use or maintain the pieces of equipment that are added to the list.

Equipment TabThe Equipment tab contains the list of all pieces of equipment that are associated with the selected

Department.

● To add to the list, press the [ADD]button to access SELECT EQUIP NO. Highlight the item(s), then press [SELECT].

● To delete a piece of equipmentfrom the list, highlight the itemand press [DELETE].

Antero Ordering / Receiving 87

Ordering/Receiving

This section will take you through the steps neededto create Orders or Requisitions and log Transactions.

Manual


ORDERING/RECEIVINGOverview

The Ordering/Receiving screen allows you to create orders from Vendors, log transactions and see the history of all completed orders.

AccessTo access the Ordering/Receiving screen, select VIEW from the main menu, then select ORDERING/RECEIVING or click the ORDERING/RECEIVING button in the toolbar.

Create TabThe Create tab displays a list of all parts or materials, according to the Part/Material screen, that need to be

ordered.

NOTE: The table can display different column information based on the fi eld selected in the INCLUDE box.

● Filter boxes are locatedabove certain columns allowing you to fi lter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button.


● To view an item’s detailed information, simply right-click on the item and press the “Goto” menu option.


If only specifi c records are desired on a report, fi lter or sort the list prior to printing.


Create OrderThis button allows you to create, from the table, the highlighted items you want an Order or Requisition

created for.

NOTE: Orders can be created manually or automatically for parts in your inventory that have quantities that are less than their Re-Order levels.

● To create an Order or Requisition from the table, highlight the item(s), then press [CREATE ORDER].Highlighting Options:

● Individual ......... LeftClick on Row Selector● Multi-Select ...... Control + LeftClick on Row Selector

● Groups ............. Shift + LeftClick on Row Selector● Entire List ......... Upper Left Button of the Grid on Table Selector in upper left corner


NOTE: If a Purchasing Vendor was not selected within the Part/Material - Detail tab screen, you will be prompted to select one when you press the CREATE ORDER button.

Open List TabThe Open List tab allows you to

view all active Orders or Requisitions that have been created.

NOTE: If the actual cost on an Order or Requisition exceeds your entry in the ORDER NOT TO EXCEED fi eld, these Orders or Requisitions will appear in Red type.





● To view the details of an open Order or Requestion, highlight the item, then go to OPEN DETAIL tab ordouble-click directly on the item.

Open Detail TabThe Open Detail tab allows you to view detailed information about a particular Order or Requisition before

printing. You can enter cost information pertaining to each Order or Requisition, add or delete parts or materials needed, and log your transactions as you receive them to complete an Order or Requisition.

Date● Enter the date, or choose from the drop down calender, of when the Order or Requisition was created.

Vendor (Vendor Name)● Enter the code given to the vendor you wish to place an Order or Requisition with or select from a

PickList by pressing the [...] popup button.

NOTE: The Date and Vendor entry fi elds can NOT be edited once a Transaction has been received.

Req #● Enter a Requisition Number. To view the last eight numbers used, simply click on the drop down

list button.


PO # ● Enter a Purchase Order number. To view the last eight numbers used, simply click on the drop-down list button.

NOTE: The Req # and PO # entry fields are editable until you log your first transaction.

GENERAL TABThe General tab allows you

to enter the cost information for an Order and then print a Requisition form for the correct department.

Order Not to Exceed ● Enter the cost amount that

you do not want this Order or Requisition to exceed.

Acct No. ● This field automatically

defaults to the Acct. No. of the Vendor you selected. You may change this number and it will NOT affect the Acct. No. on the Vendor/Manufacturer screen.

Ship Via ● Enter how the parts and materials are to be shipped for this Order or Requisition.

Date Needed By ● Enter date shipment/products are needed by.

Comments ● Enter any comments that need to be on this Order or Requisition.

Cost Information sectionOrder # column:

● Enter an estimated amount within the Shipping, Tax, and Misc. entry fields.Cost of Goods - This field is automatically calculated according to the entries made in the Parts /

Materials - Detail tab.Total - This field is automatically calculated when transactions are logged in the Transaction Detail tab.

Actual column:These fields are automatically calculated when transactions are logged.

Printing a Requisition ● Press the [PRINT] button on the toolbar to print out a Requisition Form for your Purchasing Department.

ORDER TABThe Order tab allows you to add

or delete parts to your order. Once you have entered this information, the Cost of Goods in the General tab is calculated.


● To add the parts from inventory, press the [ADD FROM INVENTORY] button to access SELECT PARTNO. Highlight the item(s), then press [SELECT].


● Enter or modify the Unit of Measure, Item No., Qty. and Unit Cost for this part. ● To add the supplies, not included in inventory, press the [ADD UNLISTED] button to create an entry field

in the Part No. column. Enter a part no., description, units, quantity and unit cost. ● To delete any part from the list, highlight the item and press [DELETE].

TRANSACTION (TRANS) LIST TABThe Transactions List

tab displays a grid showing all transactions logged for a particular Order or Requisition. The total amounts of Cost of Goods, Shipping, Tax, Misc. and Total Cost are then calculated and displayed at the bottom of the grid. All of this information is transferred to the General tab.

TRANSACTION (TRANS) DETAIL TABThe Transaction Detail tab

allows you to add transactions as you receive them on an Order or Requisition.

● To add a transaction, pressthe [ADD TRANS] button. All parts listed in the Order tab are automatically added to this tab.

● Enter the Quantity Receivedand Unit Cost. The Total Cost field is automatically calculated, once you have made these entries.

● To delete any transaction, press the [DELETE TRANS] button.

NOTE: When you delete a Transaction, the inventory levels will need to be manually adjusted back to their original levels.

Date ● The date entry field automatically reflects the current day. To change this date, press the drop down

calendar button.


Invoice● Enter an Invoice number in the entry fi eld, if needed.

Comments● Enter any comments for the transaction.

Shipping, Tax, Misc.● Enter the total amount charged in the appropriate entry fi elds.

Log Trans Complete● Press the [LOG TRANS COMPLETE] button to transfer this information. Your Parts and Materials will

then be updated to refl ect parts received.

NOTE: Each transaction must be logged before you can continue.

Located under the PO# entry fi eld is the % Complete. This calculation refl ects the percentage of the total quantity received in relation to the total quantity ordered on an Order or Requisition.

NOTE: An Order or Requisition can be more than 100% if more parts are received than ordered.

Logging Your Order or Requisition CompleteLogging your Order or Requisition as complete is done at the OPEN DETAIL tab. You must have at least one

transaction logged, even if you received nothing from that Order or Requisition to log as complete.● If the Verify box is checked, you will be asked to confi rm that the Order is complete and that it will

be moved to the history list.● If Verify was not checked, the screen will refresh and the next open Order will be displayed.

NOTE: Once a transaction or Order is logged complete, modifi cations or deletions to the transaction or Order will not update the inventory quantity.

Once all transactions and information are entered, press the [LOG COMPLETE] button.

History List TabThe History List tab allows you to view all Orders or Requisitions that have been logged as complete.

NOTE: If the actual cost on an Order or Requestion exceeds your entry in the ORDER NOT TO EXCEED fi eld, these Orders or Requisitions will appear in Red type.

● Filter boxes are located abovecertain columns allowing you to fi lter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button.





● To view the details of completed Orders or Requisitions, highlight the item, then go to HISTORY DETAILtab or double-click directly on the item.

History Detail TabThe History Detail tab allows you to view or modify detailed information about a particular completed Order

or Requisition.

Date● You may enter the date of the Order or Requisition or select from a PickList by pressing the [...] popup

button to navigate to another order.

Vendor (Vendor Name)● You may enter the code given to the Vendor within the entry fi eld or select one from a PickList by

pressing the [...] popup button to navigate to another order.

NOTE: You can also highlight the item in HISTORY LIST, then go to HISTORY DETAIL tab or double-click directly on the item and all information will be presented.

Req #The fi eld refl ects the Requisition

number given for a particular Order or Requisition.

PO #The fi eld refl ects the Order or

Requisition number given relative to the date and vendor combined.

GENERAL TABThe General tab shows you the Cost Information, etc. on this Order or Requisition. You can also modify

certain entry fi elds, such as: Order Not to Exceed, Acct No., Ship Via, Date Needed By, Comments, Order Shipping, Order Tax and Order Misc.

ORDER TABThe Order tab shows you a grid of all parts and materials ordered through a particular Order or Requisition.

TRANSACTION (TRANS) LIST TABThe Transaction List tab shows you a grid of logged transactions with cost information.

TRANSACTION (TRANS) DETAIL TABThe Transaction Detail tab shows you a grid of the part number, description, quantity received, unit cost and

total cost for each transaction.


Date ● Select a transaction by entering the date of the transaction or select from a PickList by pressing the

[...] popup button.

Invoice ● Select a transaction by entering the invoice number within the entry field or select one from a PickList by


Shipping, Tax, Misc. ● You can enter charges that were not originally entered before the transaction was logged complete.

Comments ● Enter any comments, if needed. ● To delete any transaction, press the [DELETE TRANS] button.

NOTE: If you choose to delete a transaction, this will not update your Parts and Materials. You must have Transaction delete permission to delete a transaction.

Antero Transaction 95

Transaction

This section will take you through the steps neededto enter and maintain Transaction.

Manual


TRANSACTION● NOTE: This feature not available in Antero-SX.

OverviewThe Transaction screen allows you to enter your invoiced parts and materials per Vendor into the system.

All transactions will appear in this screen, including those created through Ordering/Receiving.

AccessTo access the Transaction screen, select VIEW from the main menu, then select TRANSACTION or click the TRANSACTION button in the toolbar.


Transaction (Trans) ListThe Transaction List tab allows you to view and print any Transaction entered.

NOTE: Transaction are displayed in the grid with a gray box in the PO # column. When a number is displayed in the column, this is a transaction from the Ordering/Receiving section.



● To print this list, press the[PRINT] button in the toolbar.


● To view the details of a particular transaction, highlight the item, then go to the TRANSACTION DETAILtab or double-click directly on the transaction.

Transaction (Trans) Detail TabThe Transaction Detail tab allows you to add, delete or view detailed information about a particular

transaction.

● To add a new record, press the [+] ADD button in the toolbar.● To delete a record, press the [-] DELETE button in the toolbar. Deleting a record will not refl ect on the

Parts/Materials.


NOTE: Inventory quantities will not be updated when the transaction is deleted.

● To print a report for the displayed inventory, press the [PRINT] button in the toolbar to access the PRINTOPTIONS box. Select which Report Style you want by clicking on one of the following:

List: Prints only displayed information within the table of the selected item(s). General: Prints general information related to the selected item(s). Detail: Prints detailed information related to the selected item(s).


Date● Enter the date that appears on the invoice or choose from the drop-down calendar.

Invoice● Enter the number that appears on the invoice.

Vendor (Vendor Name)● Enter the code given to the vendor you purchased these items from or select from a PickList by


PO # and Req. #These fi elds refl ect the PO # and Req. # used when creating an Order.

Comments● Enter any comments

pertaining to this invoice.

SHIPPING COST● Enter the charges according

to the invoice, within the Shipping, Tax, and Misc. entry fi elds.

Cost of GoodsThis fi eld is automatically calculated according to the entries made in the Table under the column header Received.

TotalThis fi eld is automatically calculated when entries are complete within the Table and the Shipping Cost entry fi elds.

● To add the parts from inventory, press the [ADD FROM INVENTORY] button to access SELECT PARTNO. Highlight the item(s), then press [SELECT].Highlighting Options:

● Individual ......... LeftClick on Row Selector● Multi-Select ...... Control + LeftClick on Row Selector● Groups ............. Shift + LeftClick on Row Selector

● To add the supplies, not included in inventory, press the [ADD FROM UNLISTED] button to create anentry fi eld in the Part No. column. Enter a Part No. or press the [...] popup button and select an unlisted part from the SELECT PART NO. list. Enter a description, if needed.

● To add the parts collected from your DataPort, press the [ADD FROM DATAPORT] button to access theDataPort fi le. Highlight the fi le you wish to add and press [OPEN].


● Enter the Quantity received according to the invoice. ● Select the Unit of Measure if this part is stocked in a different unit of measure than it is purchased. The

Purchase Units will be displayed by default. The Stocking Units can be selected if the part is received in the stocking units.

● Enter the Unit Cost of the part received. Once you have finished your entries, the Cost of Goods entryfield will reflect the total of these figures.

● To delete any part from the list, highlight the item and press [DELETE]. ● Once all entries are complete, press the [Log Complete] button to finalize and save your transaction.

This information will then be transferred to the system and appear in the Transaction List.

● NOTE: The following Transfer List and Transfer Detail tabs are only available only if youhave selected Multiple Warehouses in the Facility Setup Window.

Transfer List TabThe Transfer List tab allows you to view and print any Transfer.



● To print this list, press the[PRINT] button in the toolbar.

● NOTE: See the Basic Features section for additional information on printing.

● To view the details of a particular transaction, highlight the item, then go to the TRANSFER DETAIL tabor double-click directly on the transfer.

Transfer Detail TabThe Transfer Detail tab allows you to add, delete or view detailed information about a particular transfer.

● To start your transfer, press the [+] ADD button in the toolbar. ● Enter the Date of the transfer or choose from the drop down calender. ● Enter the Warehouse No. or choose from the PickList by pressing the [...] popup button. ● To add a part from inventory, press the [ADD FROM INVENTORY] button to access SELECT PART NO.

Highlight the item(s), then press [SELECT].



● To add a parts fi le from the DataPort, press the [ADD FROM DATAPORT] button to access SELECT THEDATAPORT FILE, select the fi le and press [OPEN].

● Highlight the part by clicking in the gray box to the left of the chart, press [MOVE TO] or [MOVE FROM]depending or where the part is being transferred to or from.

● Double-click the WAREHOUSE column, enter the Warehouse No or press the [...] popup button andselect from the SELECT WAREHOUSE PickList.

● Enter the quantity being moved for each part.● Press the [LOG COMPLETE] button when all entries are correct.● To view an item’s detailed information, simply right-click on the item and press the Goto menu option.

Antero Work Orders 100

Work Orders

This section will take you through the steps neededto forecast/create Work Orders.

Manual


FORECAST / CREATE WOOverview

The Forecast/Create WO screen allows you to create and forecast preventive maintenance tasks.

AccessTo access the Forecast/Create WO screen, select VIEW from the main menu, then select WORK ORDER, then FORECAST/CREATE or click the CREATE WO button in the toolbar.

Create TabThe Create tab displays a list of equipment and tasks that are due or scheduled to be created through the

entered date.

Date ● Choose the most appropriate

period to create work orders through.

() End of Week: This option allows users to view all work orders that should be created through the end of the week. By choosing the start of the work week in the Facility Options, users will see all work orders to be created 6 days from the start of the week.() End of Month: This option allows users to view all work orders that should be created through the end of the current month.() Today + Days: This option allows users to view all work orders that should be created based on today as the starting day and moving ahead the number of days selected. Choose the appropriate number of days by using the drop-down menu.

NOTE: The value, once chosen, will stick until changed. By default it will be set for 0 days. Create through Date ● Enter the date, or choose from the drop down calender, the date you want to create Work Orders through.

NOTE: The Create Through field will automatically display the current date.

● Press the [Apply] button to apply the entered dates. A list of work orders that are due through the datepreviously entered will display in the table at the bottom of the screen.

Last Created ThroughThe date that appears is the last date you created a Work Order using this screen.

Next WO NumberThe number that appears is the next Work Order number that will be created.

● If you choose to change this Work Order number, simply press [CHANGE] to access the ENTER A NEWNUMBER FOR NEXT WO # box. Enter the new number and press [OK].

NOTE: A new WO # cannot match an existing Open WO.


The table at the bottom of the tab shows you the preventive maintenance tasks that are scheduled to have Work Orders created for the date range selected.

● Filter boxes are located above certain columns allowing you to filter the list of items. Type the code givento that item or select one from a PickList by pressing the [...] popup button or [] drop down list.



Attached Work OrdersIn the Work Order Scheduler section of Antero, users can now attach additional work orders that should be

created when the parent work order is due.When those WOs with attached WOs display in the Work Order grid to be created, users should see a [+]

symbol displayed by each work order with additional attached work orders. As work orders are created, the attached work orders will also be created. Users should see that the attached work orders have a slightly modified work order number reflecting the parent work order.

Work Orders based on some parent work order can be created, completed, and deleted as if they were a normal work order.

Create WOThis button allows you to create, from the table, the highlighted items that you want a Work Order created for.

● To create a Work Order from the table, highlight the item(s), then press [CREATE WO].Highlighting Options:

Individual ........ LeftClick on Row Selector Multi-Select .... Control + LeftClick on Row Selector Groups ............ Shift + LeftClick on Row Selector Entire List ....... Upper Left Button of the Grid on Table Selector in upper left corner

● To override the “Print on Creation” default behavior you set in FACILITY SETUP, simply check the PrintOn Creation checkbox before pressing [OK].


If only specific records are desired on a report, filter or sort the list prior to printing.


Forecast Report TabThe Forecast Report tab creates a list of equipment and tasks and displays the number of times a Work

Order is expected to be created during the date range entered.

Forecast from Date ● Enter the start date of a forecast, or choose from the drop-down calender.

Forecast through Date ● Enter the end date of a forecast, or choose from the drop down calender. ● Press the [Apply] button to apply the entered dates. A list of work orders will display in the table at the

bottom of the screen.

The table at the bottom of the tab shows the preventive maintenance tasks that are forecasted to have Work Orders created for the date range selected.


● Filter boxes are located abovecertain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button or [] drop down list.


● To view an item’s detailedinformation, simply right-click on the item and press the “Goto” menu option.

NOTE: When you are forecasting, the table has an additional column with a number ( # ) sign. This column shows you how many times a Work Order may be created for the preventive maintenance task during the time period specified.

OPEN WORK ORDEROverview

The Open Work Order screen allows you to add, view, edit, delete Open Work Orders and then Log As Complete.

AccessTo access the Open Work Order screen, select VIEW from the main menu, then select WORK ORDER, then OPEN or click the WORK ORDER button in the toolbar.

Open List TabThe Open List tab allows you to view all active Work Orders that have been created.

● Filter boxes are located abovecertain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button or [] drop down list.





● To view the details of an open Work Order, highlight the item, then go to OPEN DETAIL tab orDoubleClick directly on the item.

Open Detail TabThe Open Detail tab allows you to add or view detailed information about a particular Work Order. You can

also add or delete parts or materials and labor, and log your Work Order as complete in this tab.

● Enter a WO # in the entry field or select one from a PickList by pressing the [...] popup button. Youcan also highlight the item in OPEN LIST, then go to OPEN DETAIL tab or double-click directly on the item and all information will be presented.

NOTE: Any information modified specifically on this Work Order, will not affect the associated Preventive Maintenance Task or other related fields.

● If you choose to reschedule a Work Order, enter the desired date rescheduled within the DATESCHEDULED entry field or choose from the drop down calendar.

NOTE: DATE DELINQUENT will not change if you choose to reschedule a Work Order.

● Enter the Status of the Work Order or choose from the [] drop down list.

NOTE: If the DataPort is chosen within the Status entry field a PickList will appear for you tochoose a DataPort ID for this Work Order to be transferred to.

Manually Create a Work OrderManually create unscheduled,

emergency, corrective, or other types of work orders in the Open Detail tab of the Open Work Order screen.

● To add a new work order,press [+] ADD in the toolbar. Verify that the number shown in the WO # field is correct. If not, correct by typing directly into this field.

NOTE: If the work order number is changed in the above step, the numeric sequence will be reset to the entered number.

NOTE: If the work order number entered is already assigned to an open work order, the next available work order number will be displayed in an message letting you know what work order number will be assigned.

● Select the piece of Equipment by clicking the [...] popup button to display the Equipment PickList. Selectthe appropriate piece of equipment from the PickList.


● Select the Task Code by clicking the [...] popup button to display the Task Code PickList. Select theappropriate task from the PickList. The first list of tasks displayed are a filtered list of PM’s that already exist for the selected piece of equipment. If you would like to create a work order based on a PM and that PM has a PM already attached, you will be prompted for creation of the attached PM. All information selected in the PM section of Antero will be copied to the work order to be created. If you would like to select another existing task that is not a PM or create a new task for the work order, click the [All Tasks] button that appears in the Tasks PickList.

● Once you have selected a piece of equipment and a task code, the work order will be created, if the workorder already exists, Antero will alert you and request that you select another equipment/task code combination.

● Edit the work order or complete the work order following the instructions shown below.

GENERAL TABThe General tab allows you to view the type of Work Order that is being created, what priority that

was given to this task, the reason the Work Order was created and specific instructions for the preventive maintenance task.

TypeThe Work Order type will be displayed based on the type designated in the Work Order Scheduler or when a

Work Order was created manually.

PriorityThis field will display the priority given to a task.

ReasonThis field will display the reason a Work Order was created.

PM Date - Day Interval expired PM Meter - Usage of a meter has been exceeded PM Gauge - Gauge reading outside of the high or low settings PM Calendar - Date has been reached By User - Created manually by user PM Link - Work Order was created as a result of another Work Order Other - Selected by user

By Enter the name or initials of the person creating the Work Order.

InstructionsThe instructions are a the same as defined for the Task, or when a Work Order is created manually.

Completed WO Notes Enter notes about the work that was performed on the equipment. The Completed WO Notes will carry forward notes from the last completed work order. These notes may be kept as part of the completed notes for the current work order, or they may be deleted prior to logging the work order complete. Carrying these notes forward serves as a way to provide additional information to the maintenance technician.

METER/GAUGE TABThe Meter/Gauge tab shows the previous meter/gauge readings and dates the readings were recorded.

Current meter or gauge readings can be entered and when the Work Order is logged as complete, these values will become the current readings.


PART TABThe Part tab allows you to view,

modify, or delete parts or materials that were used for this Work Order and the quantity used. You can enter any part or material that was needed or used to complete the preventive maintenance task but was not listed on the Work Order.

● To add the parts from inventory, press the [ADD FROM INVENTORY] button to access SELECT PARTNO. Highlight the item(s), then press [SELECT].

Highlighting Options: Individual ......... LeftClick on Row Selector Multi-Select ...... Control + LeftClick on Row Selector Groups ............. Shift + LeftClick on Row Selector

● Enter the Estimated Quantity needed and the actual Quantity used for this part, then select theWarehouse the parts came from by typing in the Warehouse No or selecting from a PickList by pressing the [...] popup button.

● To add supplies not included in inventory, press the [ADD FROM UNLISTED] button to create anentry field in the Part No. column. Enter a Part No. or press the [...] popup button and select an unlisted part from the SELECT PART NO. list. Enter a description, if needed, units and quantity used.

● To modify any Part No., Estimated Quantity or Quantity, highlight the desired field and make thenecessary changes.

● To delete any part from the list, highlight the item and press [DELETE].

LABOR TABThe Labor tab allows you to view,

modify or delete Labor Classes, Labor Accounts, Employees, Estimated Hours and Actual Hours that were denoted for this Work Order.

● To add to the list of labor,press the [ADD] button to access SELECT LABOR CLASS NO. Highlight the item(s), then press [SELECT].

Highlighting Options: Individual ......... LeftClick on Row Selector Multi-Select ...... Control + LeftClick on Row Selector Groups ............. Shift + LeftClick on Row Selector

● To add a NEW labor class to the PickList, press the [NEW] button to access CREATE A NEW LABORCLASS NO., type in the requested information and press [OK].

● To add a Labor Account No., click in the Labor Account No. column. Press the [...] popup button to accessSELECT LABOR ACCOUNT NO. Highlight the Labor Account Number you want, then press [SELECT]. To add a NEW labor account number to the list, press the [NEW] button to access CREATE A NEW LABOR ACCOUNT NO., type in the requested information and press [OK].

Enter the information needed within the table. ● To edit or modify Labor Class or Account, highlight the desired field and make the necessary changes. ● To delete any labor from the list, highlight the item and press [DELETE].


SUBCONTRACTOR TABThe Subcontractor (vendor) tab allows

you to view, modify or delete contractors that were denoted for this Work Order.

● To add to the list of vendors, click [ADD] to access SELECT CONTRACTOR. Highlight the item(s), then press [SELECT]. Enter the information needed in the table. ● To delete any subcontractor (vendor) from the list, highlight the item and press [DELETE].

NOTE: You may enter the same Vendor more than once if you received two or more invoices for the selected work order.

Log Work Order as CompleteBefore completing your WO you will need to enter information on each tab, such as Quantity of Parts Used,

Hours of Labor, Date Completed, Meter Readings and Equipment Downtime Status. Once this information is entered, press the [LOG AS COMPLETE] button.

NOTE: If the “Verify” checkbox is checked you will receive a message stating that the Work Order information will be moved to WORK ORDER HISTORY. Press [YES] to log complete or [NO] to return to the OPEN DETAIL tab.

NOTE: Multi-completion (Mass Work Order Completion) is available from the open list.

Downtime Status Open Work Orders for selected pieces of equipment can now store equipment Downtime Status information. In the Equipment Downtime section of the Open Detail screen, users can enter the Shutdown and Startup times for the equipment. To enter a downtime, click the [...] button to enter a date and time. Use the time arrows to adjust the date or time fields appropriately.

Reporting Downtime Information Equipment Downtime information will appear on updated reports in Antero. Those reports that have been updated to include Downtime information include:

● Open Work Order Detail ● Work Order History General ● Work Order History Detail ● NEW REPORT - Equipment Downtime Report — This report is available by going to Report / WO (Work Orders) / WO History and selecting the report style of ( ) Downtime.

WORK ORDER HISTORYOverview

The Work Order History screen allows you to view the history of all completed Work Orders.Access

To access the Work Order History screen, select VIEW from the main menu, then select WORK ORDER, then HISTORY or click the WORK ORDER HISTORY button in the toolbar.

History List TabThe History List tab allows you to view all Work Orders that have been logged as complete.


● Filter boxes are located above certain columns allowing you to fi lter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button or [] drop down list.

● Each column within the table can be sorted by pressing any column header button. An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, bthat column header.



● To view the details of completed Work Orders, highlight the item, then go to HISTORY DETAIL tab ordouble-click directly on the item.

History Detail TabThe History Detail tab allows you to view or modify detailed information about a particular completed

Work Order.

● Enter a WO # within the entryfi eld or select one from a PickList by pressing the [...] popup button. You can also highlight the item in HISTORY LIST, then go to HISTORY DETAIL tab or double-click directly on the item and all information will be presented.

NOTE: You can ONLY modify the Date Completed entry fi eld.

WARNING: Changes or additions made to any of the entry fi elds will ONLY affect information in Work Order History. Information displayed in Work Order History is based on Preventive Maintenance Tasks and values entered when logging a Work Order as complete. Any information modifi ed may affect the accuracy of Work Order History Reports.

GENERAL TABThe General tab shows you the type of Work Order that was created, what priority was given to this task, the

reason the Work Order was created, instructions for the preventive maintenance task and completed WO Notes.

METER/GAUGE TABThe Meter/Gauge tab shows actual meter/gauge readings when a Work Order is logged as complete.

NOTE: Instructions on how to modify Parts and Labor tabs are available in the Open Detail section.


PART TABThe Part tab shows you all parts or materials that were used when this Work Order was logged as complete.

NOTE: Changing the Part Quantity here will not be reflected in inventory levels.

LABOR TABThe LABOR tab shows all labor related information that was used when a Work Order is logged as complete.

SUBCONTRACTOR TABThe SubContractor tab shows you the contractors name plus cost information relating to a particular Work

Order when it was logged as complete.

WORK ORDER REQUESTOverview

The Work Order Request feature allows users and non-users of Antero to submit requests for work.Access To access the Work Order Request screen, select VIEW from the main menu, then select WORK ORDER, then REQUEST or click the WORK ORDER REQUEST button in the toolbar.

Enable Work Order RequestsUsers must first enable the Work Order Request feature for each facility. The Antero Work Order Request

feature utilizes XML (EXtensible Markup Language) to manage data until it is entered into the facility’s database.

To enable the Work Order Request feature: ● Go to the Edit menu and select Add/Edit Facility, then Facility. ● In the Facility screen, click in the WO Request Folder: field. ● Click [...] to select a location to store the XML file for this facility’s WO Requests. ● Using the Browse for Folder window, select a location for storing the XML file (see note below). ● Click [OK] to set the folder.

NOTE: The XML file must be stored in a location that has been shared for all users to allow for proper data entry and transfer to Antero.

Set Up Work Order Request ApplicationThe Antero v4.10 installation will include two files: WORequest.exe and WORequestsSetup.exe.

WORequest.exeWORequest.exe can be found in the Antero installation directory. This is the application file that launches the

WO Request application. Users or non-users of Antero without the permissions to manually create work orders will need to have this program set up as an icon for easy access.

WORequestsSetup.exeIn order to setup the Windows® desktop shortcut icon, WORequestsSetup.exe will need to be run from the

server or serving computer to the client workstation. The WO Requests Setup will add an icon to the Windows desktop and install the necessary support for the submission of Work Order Requests to Antero.

For detailed help installing the WO Request application, please contact AllMax Technical Support.


Create Work Order RequestsWork Order Request Setup

Upon opening the WO Requests application for the first time, you will be asked to select the location of the WO Requests XML file. Navigate to the location of the XML file and select the file to set the folder. The file name will be in the format of ‘worequest_abc.xml’, where ‘abc’ will be the facility folder ID.

Creating a Work Order RequestIn the WO Request application, click the

Add Record button [+] in the toolbar. ● Enter an equipment name or number (max: 50 characters). ● Select a priority from the drop- down menu (Low/Medium/High). ● Enter the work request. ● Enter the name of the person requesting the work. ● Enter the contact information: phone number, email address, etc. for the person requesting work (max: 50 characters).

Click [Submit] to submit the Work Order Request.

Manage Work Order RequestsTo access the WO Requests section, go to View / Work Orders / Requests, or click the WO Request button in

the Antero toolbar. In the WO Request screen, the WO Request List tab will be visible. This is where all submitted requests will

be displayed. Click the [Refresh List] button to refresh the list of submitted requests.Select the WO Request from the list and click the WO Request Detail tab. In the Detail tab users can:

● Change WO Request Status: Available statuses are Unread, Read and Closed. ● Enter Notes: If the request requires notes, enter them here. (Memo field) ● WO Num: If a Work Order has already been generated in Antero, users can assign that WO Num to the selected request. Users of the Work Order Request Application will see the associated WO Num. ● [Create Work Order] If a Work Order has not been created, users can click this button to manually create a Work Order and associate it with the selected WO Request.

Closing a Work Order RequestWhen a WO Request is ready to be closed, select Closed from the Status drop-down menu. This will also

update the Work Order Request application XML file.

NOTE: The XML file must be stored in a location that Users of the WO Request application can monitor for updates to the status of submitted requests.

Work Order Request HistoryLocate all closed WO Requests by clicking on the History List Tab. Once a WO Request has been marked

with a status of “Closed”, the request will automatically move to the WO Request History section and be locked for editing. WO Requests can be deleted from History if necessary.

Antero Reports 111

Reports

This section contains recommendationson printing and available Reports.

Manual

Antero Reports 112

PRINTING RECOMMENDATIONSBefore you print, you need to select the appropriate printing device and set its properties. Printer installation

is controlled by Windows and because every type of printer has different device properties, refer to the printer manufacturer’s documentation and your Windows documentation for more information about installing and setting up your printer.

NOTE: All reports and lists will use a portrait orientation, 8½ x 11 letter size paper.

REPORTING FEATURESOverview

The Report section allows you to print various reports, with most reports having several styles available. Reports are provided for each of Antero’s main areas, such as equipment and work orders. In addition, a full range of historical reporting options is available, along with the ability to produce reports that include charting capability. There are well over one hundred report variations available in Antero.

AccessTo display any of the available Reports, select REPORT from the main menu, then press the individual report

you wish to print.

DetailsAll reports utilize a report filter box

that allows different print options and filters depending on the report. Not all print options are available on all reports.

● Filter boxes are locatedabove certain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button.

● Sort/Filter By: function allows a column of table information to be changed based on options in the [] drop-down menu. This allows sorting and filtering of the table by different options. ● Each column within the table can be sorted by pressing the column header button. An arrow will appear by the column header indicating that the table is being sorted, in either ascending [] or descending [] order. ● To view an item’s detailed information, simply right-click on the item and press the Goto menu option.

NOTE: The table can display different column information, on certain reports, based on the field selected in the Sort/Filter By: box.

● Beginning and ending date ranges can be entered or chosen from the [] drop down calendar to filter by date.

Antero Reports 113

● Each Report Style displays different information about the selected item(s). Select a style by clicking on one of the following:

List: prints only displayed information within the table of the selected item(s).General: prints general information related to the selected item(s).Detail: prints detailed information related to the selected item(s).Notes: prints the notes.Depreciation: prints straight line depreciation.Barcode Label: prints barcode label(s).Product: prints Vendor/Manufacturer information based on one of the following chosen criteria: All Parts; Equipment Type; Product Group or Product Type.Purchase Order: prints a Purchase Order.Count Sheet: prints a Physical Inventory Count.

● Highlight the item(s) using the options listed below, then press [PRINT] or [PREVIEW] to preview thereport prior to printing.

Highlight Options: Mouse: Individual ......... Left-Click on Row Selector Multi-Select ...... Crtl+Left-Click on the Row Selector located at the left edge of the grid. Group Select .... Shift+Left-Click on the Row Selector located at the left edge of the grid. Entire List ......... Click on Table Selector located at upper left corner


EQUIPMENT REPORTSEquipment

Print a report on information for an individual piece of equipment, a complete list of all the equipment within your facility or a depreciation report for your equipment.

Part/Material LinkagePrint a report that displays basic information about the parts/materials associated with each piece of equipment.

Meter/Gauge Print a report listing the meters/gauges required to be read and documented. You can also print a report on the current status of meters/gauges.

Reading HistoryPrint a list of current and previous meter/gauge readings for each piece of equipment.

PART/MATERIAL REPORTSPart/Material Print a report on the current status of your parts/materials or a complete list of all the parts & materials stocked at your facility.

ReOrder Print a report with suggested order quantities of your parts & materials, based on reorder levels and target levels. If the quantity on hand plus the quantity on order is less than the reorder level, then the minimum order quantity or an amount up to the target level will be suggested, whichever is greater.

On Order Print a report on the current status of your parts & materials which are listed on an open purchase order with no transactions logged for that part.

Antero Reports 114

Usage Report Print a report that displays the amount of each part used on work orders, as well as the cost of the parts. The report can also display the equipment that the part was used on.

Audit Trail Print a list of every change in inventory for any listed part/material. The report will display the amount of change, the source of the change, and the user who made the change.

Equipment Linkage Print a report that displays basic information about the equipment associated with each part/material.

OTHER REPORTSFacility

Print a report listing of your facilities, detailed information on each facility, or barcode labels specifi c to each facility.

Work Order SchedulerPrint a report on the details of a particular preventive maintenance task. You can also print a complete list of all preventive maintenance tasks completed within a certain date.

NotesPrint a report that contains notes you or others have entered into the Notes screen.

Vendor (WO) Print a detailed for a given vendor, or a list report showing all vendors for your facility. Also report for products, etc.

WORK ORDERSOpen WO

This report prints the current status of all Open Work Orders within your facility.

● To fi lter the Open Work Order table, choose from the following options:

Unprinted Work Orders - Work Orders that have been created but not printed.Delinquent Work Orders - Work Orders that are past their due date.

Antero Reports 115

WO History Print reports on the history of the Work Orders for selected equipment, the associated costs for each Work Order, and cost total for the report.

ORDERING / RECEIVINGOpen Orders

This report prints the current status of all Open Orders within your facility.

Completed OrdersThis report prints the history of all Orders which have been logged as complete.

LISTSPrint a report on records within the individual List screens (i.e. Product Group, Labor Class, etc.). Each report

will display information about the selected category. You can also print a complete list of all records within that category.

BLANKBlank information sheets allow you to gather information in the field or when entering data at the computer is

not an option. You can fill in the blank information sheets by hand and enter the data later. This is beneficial since the blank report has every field that the screen shows.

TRANSACTIONTransaction

These reports provide detailed information about parts received.

TransfersThese reports provide detailed information on warehouse inventory adjustments.

CONSUMABLESConsumables

This report will print a list of the consumables you have set up.

Consumable EntryThese reports show information about each consumable action.

Consumable UsagePrint a report that displays the amount of each consumable used on a consumable entry, as well as the cost

of the consumable.

Antero Reports 116

COSTEquipment Cost

This report summarizes of the cost of Labor, Parts, and SubContractor Services by work order type for each piece of equipment.

Cost SummaryThis report summarizes the cost information for the selected summary options by the type of Work Order:

Scheduled, Unscheduled, Corrective, Emergency and Other.

NOTE: The COST SUMMARY REPORT gives you the option of choosing a Summary style. Check the appropriate checkbox to determine what your report will show.

Trans Cost SummaryThis report prints the cost summary of completed Purchase Orders.

NOTE: The TRANS COST SUMMARY REPORT gives you the option of choosing a Summary style. Check the appropriate checkbox to determine what your report will show.

CHARTSCharts print a graphical representation of specific costs (Labor, Parts/Materials, Subcontractor) of work orders

based on type or by equipment.

CUSTOM REPORTSCustom Reports can be designed to your specifications by using Microsoft Access® or by contacting an

AllMax Software sales representative or technical support specialist. An additional cost may apply.

Antero Custom Tools 117

Custom Tools

This section contains information on how to setupcustom reports and application shortcuts.

Manual

Antero Custom Tools 118

CUSTOM TOOLSOverview

The Custom Tools feature allows the addition of custom reports and shortcuts to other applications included on the Custom Tools menu. A limit of sixteen (16) tools can be displayed on the Custom Tools menu, but an unlimited number of Custom Tools can be created. All of the Custom Tools defined can be accessed by selecting List All from the Custom Tools menu.

AccessTo access Custom Tools, select CUSTOM TOOLS from the main menu, then select EDIT.

Details ● To add a new record, press the [+] ADD button in the toolbar. Enter a unique Menu Item Name (1 to 25

characters) to identify the menu item’s function and press [Enter]. The next available Menu Index number will be assigned to the menu item. This number determines the order the menu items are displayed on the Custom Tools menu.

● Select the appropriate action for the menu item:Run Report: Allows custom reports.Run Application: Allows different applications to be run.

● To edit the name of your record, select the record and press the [ABC] EDIT button in the toolbar. Any other fields may be altered by simply modifying them.

NOTE: Different menu selections will be available depending on the action selected.

Run Report ● Select the Database to use for the report from the drop down menu. ● Select the Report Name to use for the custom tool by pressing the [...] popup button and selecting from

the Report List. ● Select the type of Filter Window to use from the drop down menu and how the report should be

displayed: Preview to screen or Print. ● Type in the Label to be printed on the header of the report.Run Application ● Type in the Filename for the application you wish to run or browse for the file name by pressing the [...]

popup button. ● Select the Window Style for the application from the drop down menu. ● Type any Remarks as needed for this custom tool application.Shortcut Keys

Shortcut keys will be assigned to the reports and application created in the Custom Tools section in the following order:

Custom Tools 1 through 8 menu options:1st listed menu option Crtl+F12nd listed menu option Crtl+F23rd listed menu option Crtl+F34th listed menu option Crtl+F4Etc . . .

Custom Tools 9 through 16 menu options:9th listed menu option Shft+F110th listed menu option Shft+F211th listed menu option Shft+F312th listed menu option Shft+F4Etc . . .

Antero DataPort 119

DataPort

This section contains information on setting upand using the DataPort handheld data entry unit

with built-in BarCode Scanner capabilities.

NOTE: It is recommended that you carefully read your Product Reference Book to familiarize yourself with standard functions of the DataPort.

Manual

Antero DataPort 120

ALLMAX FOLDERThe AllMax DataPort folder provides easy access to the whole line of DataPort software products. Depending

on which AllMax software you’re using, will determine which of the following software products will be activated on the DataPort.

● Operator 10® Plus DataPort Software - for Operations users: provides easy entry of data for OP10WasteWater, Water, PreTreatment, and BioSolids users.

● Antero DataPort Meter/Gauge Software - for Antero users: provides easy entry of meter and gaugereadings.

● Antero DataPort Parts/Material Software - for Antero users: provides easy entry of inventory counts. ● Antero DataPort Work Order Software - for Antero users - provides easy completion of Work Orders. ● 3Com® HotSync® Utility - for all users

INSTALLATION OF SOFTWARE PRODUCTSSoftware product installation for the DataPort requires these four steps: ● Installing the HotSync software on a Workstation ● Installing the HotSync Support for Antero ● Installing Software Products into the DataPort ● Export existing data to the DataPort such as:

- Meter/Gauge- Part/Material- Work Orders

Installing the AllMax Folder Software into the DataPortThe DataPort handheld data entry unit available from AllMax will usually have the AllMax Folder software

pre-installed. Additionally, the same software can be used on 3Com PalmOS compatible PDAs, but without scanning capabilities. If you need to install or reinstall the software into a handheld unit, follow these steps:

In the Antero main application, select the File | DataPort | Setup | Install AllMax Folder Software into DataPort menu item. If more than one handheld is used on the workstation, select the appropriate Username when requested. Press the [Done] button in the confirmation dialog.

NOTE: The software will be installed during the next HotSync operation.

Place the DataPort into the cradle and press the HotSync button, located on the cradle to initiate a HotSync action and transfer the software.

NOTE: This step does not need to be repeated on multiple workstations, but should be repeated for multiple DataPort handheld units.

Installing the HotSync software on a WorkstationInstall the 3Com HotSync support software according to the provided instructions. If this is the first time you

have installed the software, enter the name that will be used to identify the DataPort handheld unit.

Installing the HotSync Support for Antero HotSync conduits provide data exchange capabilities between the DataPort and the Antero main application.In the main application, select File | DataPort | Setup | Install HotSync Support for Meter/Gauge; for Part/

Material or for Work Orders menu item. If the HotSync Manager is already loaded in the workstation’s system tray, it must be restarted for the new support to take effect.

Installing Software Products into the DataPortThe DataPort handheld data entry unit available from AllMax will usually have Antero software pre-installed.

Antero DataPort 121

Additionally, the same software can be used on 3Com PalmOS compatible PDAs, but without scanning capabilities. If you need to install or reinstall the software into a handheld unit, follow these steps:

In the Antero main application, select File | DataPort | Setup | Install Meter/Gauge; Part/Material or Work Orders Software into DataPort menu item. If more than one handheld is used on the workstation, select the appropriate Username when requested. Press the [Done] button in the confirmation dialog.

NOTE: The software will be installed during the next HotSync operation.

Place the DataPort into the cradle and press the HotSync button, located on the cradle to initiate a HotSync action and transfer the software.

NOTE: This step does not need to be repeated on multiple workstations, but should be repeated for multiple DataPort handheld units.

EXPORT DATA TO THE DATAPORTOverview

The DataPort Setup screen, in the Antero program, allows you to select which meters/gauge readings, parts and materials and Work Orders you would like to export based on the DataPort ID and Facility.

AccessTo access the DataPort screen, select FILE from the main menu, then DATAPORT or click the DATAPORT button in the toolbar. Select the SETUP Tab.

Details ● Enter a DataPort ID and Facility or choose from a PickList by pressing the [...] popup buttons. ● To add a new DataPort User, press the [NEW] button to access CREATE A NEW DATAPORT USER.

Enter a User ID and Name, then press [OK].

Meter and Parts Tab

● Each column within the tablecan be sorted by pressing any column header button.An arrow will appear indicating that the table is being sorted, in ascending [] or descending [] order, by that column header.

● To view an item’s detailedinformation, simply right-click on the item and press the “Goto” menu option.

● Select the items to beexported by highlighting them using the options listed below, then press the appropriate marking option.

NOTE: The Parts Tab allows a Warehouse to be chosen during the selection of Parts.

Antero DataPort 122



Marking Options: [Mark All] - checkmarks all items to export in the tab. [Unmark All] - removes checkmarks on all items in the tab. [Mark Selected] - checkmarks only the items you have selected. [Unmark Selected] - removes checkmarks on items previously selected.

● Once all data is marked, select FILE from the main menu, then DATAPORT, then EXPORT METERGAUGE TO THE DATAPORT or EXPORT PART/MATERIAL TO THE DATAPORT to export the list. The list will be installed during the next HotSync operation.

● Place your DataPort on the cradle and press the HotSync button to initiate a HotSync action andtransfer the data.

NOTE: This step does not need to be repeated on multiple workstations, but should be repeated whenever exported items are changed.

Work Order Tab ● Filter boxes that are located

above certain columns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button or [] drop-down list.

● Select the items to beexported by highlighting them using the options listed below, then press the [EXPORT] button.



NOTE: This step does not need to be repeated on multiple workstations, but should be repeated whenever exported items are changed.

Antero DataPort 123

Importing Inventory Data from the DataPortOverview

The Import tab allows you to update your inventory in a variety of ways after a HotSync operation. Each time you use your DataPort to update your inventory, then perform a HotSync operation, part/material (.pmf) files are created in the Import tab. The filename shows the month, day, plus a 3-digit random number of when this operation took place. The table also shows whether or not the operation was successful; the user of the DataPort; the date of the last update and the number of records in the HotSync operation.

AccessTo access the DataPort screen, select FILE from the main menu, then DATAPORT or click the DATAPORT button in the toolbar. Select the IMPORT Tab.

Details ● After you HotSync your files to the main application, update your inventory by highlighting the item(s)

using the options listed below, then press the appropriate update option.




Update Options: [Replace] - replace existing inventory [Increment] - add to existing inventory [Decrement] - subtract from existing inventory [Verify] - print a report showing file information compared to existing inventory [Join] - join multiple HotSync files into one for ease of storage and update

(highlight all .pmf files you wish to join)

DATAPORT MAIN WINDOWAllMax Folder

The AllMax Folder software main window contains icons representing available software. Depending on which AllMax software you’re using, will determine which of the following software products will be activated on the DataPort.

Antero DataPort 124

● Tap the icon to run the corresponding software. When the software isclosed, control returns to the AllMax Folder main window.

● Icons may be disabled (hidden) or enabled (shown) by setting thePreferences.

● Security may be enforced for all DataPort applications. Securityrequires selections by BarCode Scanning instead of using thePickLists, and always saves hourly data according to the system time.Contact AllMax for additional information.

● Enter a DataPort ID (1 to 3 characters) to identify the DataPortduring the HotSync function.

NOTE: Parts, Meters and Works Orders will be exported based on the DataPort ID and Facility information in the DataPort Setup screen.

● Tap the [X] button to exit the software.

NOTE: The Battery Meter is displayed at the top of the window. The notch represents the battery level necessary for scanning.

NOTE: The Menu Bar is activated by tapping the title bar, or the [Menu] silkscreen at the left of the Graffiti area.

Menu BarOverview

The Menu Bar allows access to the EDIT and OPTIONS functions on the DataPort.

Access ● To access the Menu Bar, tap the [MENU] silkscreen, located at

the bottom left corner of the Graffiti area.

EditUNDO / CUT / COPY / PASTE / SELECT ALL ● CUT, COPY, PASTE, or SELECT ALL text in any field using

these menu items or shortcut commands, using the clipboard. ● Use UNDO to restore a field to its previous value.

NOTE: Review Data and Remove Record are NOT an option when working in the Work Order software.

REVIEW DATA ● Use the scrollbar, or the PageUp and PageDown hardware buttons, to review previously entered data. ● Tap the [REMOVE] button to remove data from the Review Data screen. A popup windows appears to

ask you if you are sure you wish to remove this record. ● Tap the [DONE] button when you are finished reviewing your data.

WARNING: Removing data will delete existing data! Do not proceed unless you are sure you wish to remove data.

Antero DataPort 125

REMOVE RECORD ● Remove the matching records of Facility, Location, Parameter, and Date.

WARNING: Removing data will delete existing data! Do not proceed unless you are sure you wishto remove data.

OptionsPreferences

Several scanner preferences may be selected with the following PushButtons:

● Tap [HOLD] to scan only while a scan trigger button is depressed. ● Tap [CLICK] if scan should continue after the trigger buttons are

released. (Either until a good scan is received, or it times out) ● Tap [WIDE] to use a wide scanning angle (wide field of vision).

(about 53 deg.) ● Tap [NARROW] if the scanner should use a narrower scanning angle.

(about 38 deg.) ● Tap [SCAN ONLY] if the scanner should scan when triggered. ● Tap [AIM PRIOR] to use a laser pointer to aim (1 second) before

scanning. ● Tap [BEEP] to sound a beep when a good scan is received. ● Tap [QUIET] if no sound should be heard. ● Tap [TEXT TYPES] to scan only BarCode types which support alphabetic characters. ● Tap [ALL TYPES] to scan all recognized BarCode types, including numeric-only. ● Tap [STANDARD] to scan standard BarCode types without optional checkdigits. ● Tap [EXTENDED] to scan BarCode types with optional checkdigits or extensions. ● Tap the [RESET SCANNER] selector to reinitialize the scanner.

AboutIn addition to copyright and trademark information, the About dialog box provides version information for the

software and scanner drivers.

Help File ConventionsHelp for the DataPort is available in the Antero main applications by pressing the F1 key or selecting the

HELP option from the menu bar.

[button name]represents tapping the button displaying the name “button name”.

menu_item1 | menu_item2represents choosing “menu item1” from the main menu, then choosing “menu item2” fromthe submenu.

[pushbutton1|pushbutton2]represents selecting one of the pushbuttons by tapping it.

selectorrrrepresents selecting a value from a selector.

[]represents selecting a value from a popup.

Antero DataPort 126

Glossary Terms Tap Term for press, push, select Selector Term for an entry field that is tapped to provide an additional action HotSync Data exchange between the DataPort and your PC PushButtons Term for selective buttons, only one may be selected from each group Silkscreen Term for icon and graffiti area permanently shown at the bottom of the DataPort screen

ShortcutsCommands are entered by drawing a graffiti Command character ( / ) from lower left to upper right, then the

character.

GraffitiCommand+A About Dialog Command+C CopyCommand+D Remove Record Command+F PreferencesCommand+G Graffiti Help Command+P PasteCommand+R Review Data Command+S Select AllCommand+T Tips Command+U UndoCommand+X Cut

NOTE: Common Graffiti strokes are illustrated through Graffiti Help.

ScannerOverview

The DataPort has an integrated scanner which, if your unit has been configured to use scanning input, allows you to collect data by scanning BarCodes.

NOTE: See page 114 of the Basic Features section on how to set up and print out BarCode Labels.

Details ● Open the DataPort main window by tapping the

corresponding icon in the AllMax Folder.

NOTE: If BarCodes do not include an AutoSelection Digit (when scanning a Facility, Equipment, Meter or Parts) or if scanning a Data Value, tap to place the cursor in the appropriate field.

● Aim the scanner at the BarCode. ● Press either the right or left scan trigger buttons (located at the top of the DataPort) to begin the scan.

Make sure the red scan beam scans the entire width of the BarCode. When a good scan is received, the DataPort will beep and display a green light. Otherwise, the scan will time out and the “No Scan” message will be displayed.

CAUTION: Laser Light -- Do Not Stare Into Beam. 630-680nm Laser, 1.0 mW Max Output Class II Laser Product.

NOTE: The possible scanning range is from 2 to 24 inches, depending on BarCode bar width.

NOTE: Recommended operating temperature is from 10 to 90 degrees F.

F250PU:Odometer

Antero DataPort 127

ANTERO - METER/GAUGE MAIN WINDOWThe Antero - Meter/Gauge main window is the central screen for data

entry. All scanning should take place from this window. ● Tap the [DATE] selector to set the date by using the popup calendar

or simply take the [TODAY] button. ● A Facility, Equipment, and Meter may be scanned, selected from a

PickList by tapping the [] button or entered using graffiti. ● Enter a data value using the popup KeyPad by tapping the [KEY]

button. Enter your value and tap [DONE]. Data values may also be entered by using graffiti or the scanner.

● Tap the [VALUE] selector to quickly select the entire Value text forreplacement or editing.

● Tap the [SAVE] button to store the data. The data will betransferred during the next HotSync operation. If a valid combination of Facility, Equipment, and Meter is not entered, or the format of the data Value is not recognized, an error message is displayed. If all data is valid, a confirmation message is displayed. If a data value already exists for that combination of Facility, Equipment, Meter, and Date, a warning message is displayed, with the option to cancel or replace the previous data value.


ANTERO - PARTS/MATERIALS MAIN WINDOWThe Antero - Parts/Materials main window is the central screen for data

entry. All scanning should take place from this window.

● Tap the [DATE] selector to set the date by using the popup calendaror simply take the [TODAY] button.

● A Facility and Parts may be scanned, selected from a PickList bytapping the [] button or entered using graffiti.

● Enter a data value using the popup KeyPad by tapping the [KEY]button. Enter your value and tap [DONE]. Data values may also be entered by using graffiti or the scanner.

● Tap the [VALUE] selector to quickly select the entire Value text forreplacement or editing.

● Tap the [SAVE] button to store the data. The data will betransferred during the next HotSync operation. If a valid combination of Facility and Parts is not entered, or the format of the data Value is not recognized, an error message is displayed. If all data is valid, a confirmation message is displayed. If a data value already exists for that combination of Facility, Parts, and Date, a warning message is displayed, with the option to cancel or replace the previous data value, or to add the two data values.


Antero DataPort 128

ANTERO - WORK ORDERSThe Equipment, Task, and Work Order Number for the selected Work Order are always displayed near the

top of the screen. The currently selected Work Order can be conveniently transferred to another DataPort using Beaming.

● Tap on any LIST, TASK, METER, PARTS, or LABOR tab to show the appropriate screen. ● Use the Page up or Page Down buttons to scroll the List using the ScrollBar. ● Tap the [X] button to exit the software.

List Tab ● Tap a Work Order in the Work Order List to select it as the current Work Order. The current Work Order

may also be selected by using the scanner. ● Tap the [Date] selector to set the Completed date by using a popup

calendar. The Date may also be entered by using graffiti. ● Tap the [Done] button to mark the Work Order as complete. A plus

sign “+” is added to the button, and to the WO Number in the list, to signify completed status. The entire completed Work Order will be transferred during the next HotSync operation.

NOTE: After the HotSync operation is completed, your DataPort Work Orders will have a “REVIEW” Status in the Antero Program. Press the [LOG AS COMPLETE] button to update readings, inventory, etc.

The currently selected Work Order can be conveniently transferred to another DataPort using Beaming.

Task TabInstructions are shown for the selected Work Order. The Instructions may be

freely edited using the popup keyboard or by using graffiti.

● Tap the [Note] button to add a Note tothe Work Order. A plus sign “+” is added to the button to signify an existing Note.

Meter Tab ● Tap a Meter in the Meter List to select it as the current Meter.

The current Meter may also be selected by using the scanner.

● Enter a Current Value using the popup KeyPad by tapping the[Key] button. The Current value may also be entered by using graffiti.

Antero DataPort 129

Parts Tab ● Tap a Part in the Part List to select it as the current Part. The current

Part may also be selected by using the scanner. ● Enter a Quantity using the popup KeyPad by tapping the [Key] button.

The Quantity may also be entered by using graffiti. UnListed Parts show a “UL” designation following the Estimated Quantity.

● Enter a Warehouse using the Popup List by tapping the [Whse]selector.The Warehouse may also be entered by using graffiti or the scanner.

● To add an additional Part to the Work Order, tap the [Add] button. ● Tap [Listed] if the Part is an Inventory,

Non Inventory, or Tool already in the Antero database. Enter the Part Name by using graffiti or the scanner.

● Tap [Unlisted] if the Part is an Unlisted item.Enter the Part Name by using graffiti or the scanner. Enter the Unit and Cost by using graffiti.

Labor Tab ● Tap a Labor Class in the Labor List to select it as the current Labor Class.

The current Labor Class may also be selected by using the scanner. ● Enter the Actual Hours using the popup KeyPad by tapping the [Key]

button. The Hours may also be entered by using graffiti. ● Enter an Employee using the Popup List by tapping the [Emp] selector.

The Employee may also be entered by using graffiti or the scanner. ● To add an additional Labor Class to the Work Order, tap the

[Add] button. ● Enter the Labor Class Name by

using graffiti or the scanner.

Scanning:The Facility may be scanned or selected from a Popup List by selecting the FILE then FACILITY menu item.

● Scanning Equipment will display the List Tab and select thefirst matching Work Order in the List.

● Scanning a Meter will display the Meter Tab and select thefirst matching Meter in the List.

● Scanning an Equipment:Meter combination will firstdetermine whether the Equipment matches the currentlyselected Work Order. If the Equipment matches, the Meter Tab will be displayed and the first matching Meter selected. If the Equipment does NOT match, the List Tab will be displayed and the first matching Work Order selected. Repeat the scan to select the Meter for the now-matching Equipment.

● Scanning a Part will move to the Parts Tab and select the first matching Part in the List. If the Parts Tab isdisplayed, scanning a Warehouse will select the first matching Warehouse in the List. Otherwise, the Parts Tab will be displayed.

● Scanning a Warehouse:Part combination will first determine whether the Part matches the currentlyselected Part. If the Part Tab is displayed and the Part matches, the Warehouse will be entered. If the Part does NOT match, the Part Tab will be displayed and the first matching Part selected. Repeat the scan to enter the Warehouse for the now-matching Part.

F250PU:Odometer

Antero DataPort 130

● Scanning a Labor Class will move to the Labor Tab and select the first matching Labor Class in the List.

NOTE: The Menu Bar is activated by tapping the title bar, or the [Menu] silkscreen at the left of the Graffiti area.

BeamingInfrared Beaming conveniently transfers a Work Order from one DataPort to another.

● Make sure that the Work Order to Beam is the currently selected Work Order. ● Choose RECORD, then BEAM CURRENT WO menu item, or use the /B command Shortcut. ● Point the infrared port toward the infrared port of another DataPort.

NOTE: Acceptable infrared range is usually from 1 to 4 feet.

ShortcutsCommands are entered by drawing a graffiti Command character ( / ) from lower left to upper right, then the

character.

GraffitiCommand+A About Dialog Command+B BeamingCommand+C Copy Command+F Facility Popup ListCommand+G Graffiti Help Command+P PasteCommand+R Preferences Command+S Select AllCommand+T Tips Command+U UndoCommand+X Cut

NOTE: Common Graffiti strokes are illustrated through Graffiti Help.

Antero Utilities 131

Utilities

This section contains information on program utilitiessuch as Backup and Restore.

Manual


BACKUP, RESTOREOverview

The Backup and Restore features of the program allow for saving and restoring of the Facility data files.

AccessTo access Backup or Restore, select UTILITIES from the main menu, then BACKUP or RESTORE.

DetailsA Backup of all current Facility data files in the Antero software can be made in a compressed format

compatible with PKZip (© PKWare, Inc.) and WinZip (© WinZip) files.

Preparing a Backup In the Backup window, select from the following options which are the databases that the backup can contain:

Data (data.mdb) - Data stored in the data.mdb files contains current information like equipment, parts/ materials, PMs, open work orders, etc.History (history.mdb) - Data stored in the history.mdb file contains completed historical information like completed work orders, meter/gauge reading history, parts audit trail, etc.Archive (archive.mdb) - Data stored in the archive.mdb file contains archived completed historical information.

● Press the [OK] button to continue. ● In the window “Save Backup as”, select the filename and location for saving the file. The data files of the current Facility are compressed and copied to the file name and location chosen by the user.

NOTE: All users must be out of the current Facility for the backup to succeed on some systems.

NOTE: The utility will span multiple floppy diskettes if necessary. Diskettes on removable drives may be automatically erased at the same time.

WARNING: Erasing diskettes on removable drives will destroy ALL information on the diskettes! Do not proceed unless you are sure you wish to destroy all information on the diskettes.

Backup of Facility Data Facility setup information can now be backed up to a separate file named Root.zip. This facility backup file contains the databases Facility.mdb, Global.mdb, and Language.mdb. Using this backup feature, users are able to preserve setup items such as the facility list, individual facility options, and custom languages. The facility Setup Information backup must be performed separately from the facility database backup.

Restoring a BackupThe Restore function uncompresses a backup copy of all data used by the Facility and restores it into the

current Facility.

● Read through and acknowledge the message that appears next. ● From the Restore from Backup window, select the location of the file to be restored in the current facility. ● Press [OK]. The restoration process should begin. Once finished, the facility will be reopened.

WARNING: Restoring data will overwrite ALL information in the current Facility! Do not proceed unless you are sure you wish to overwrite all information.

COMPACT DATABASEOptimize the database to decrease the database size, and allow the program to perform more efficiently.

Compact Database should be run once a month depending on usage.

WARNING: A backup should be done before a Compact utility is performed.


UPDATE DATABASEThe Update Database function is used for periodic updates that are received from AllMax Software, Inc.

REPLACE PARTThe Replace Part function is used to replace an existing part number with an unlisted or different part number.

● Enter the part number you want to replace or select apart from a PickList by pressing the [...] popup button.

● Select the sections where you want to replace the part number by selecting the appropriate checkboxes:

Preventative MaintenanceOpen Work OrdersOpen Purchase OrdersEquipment/Part Linkage

Several options can be selected for the replacement part.

● By pressing [Sub Part], the program will automatically enter a replacement part in the () Listed Part entry field that was previously defined in Parts/Materials. Or choose one of the following:

Listed Part - type in the part number or select a part from a PickList by pressing the [...] popup button.Unlisted Part - type in a part number, part description, units and cost. None - removes the part for the selected areas of the program.

IMPORT LIST The Import List feature allows the user to quickly import equipment lists, part/material lists, task lists, or vendor/manufacturer lists from other programs. The import can identify records from tab-separated value (.txt) or comma separated value (.txt or .csv) files.

The following list details the format to which each type of import file must adhere: ● Equipment lists: Equipment Number (20), Description (30), Model Number (25), Serial Number (25), Asset Number (15), Purchase Price ($) ● Part/material lists: Part Number (25), Description (30), Quantity On Hand (#), Stock Unit (10), Average Unit Cost ($) ● Task lists: Task Code (10), Description (50), Instructions (MEMO) ● Vendor/manufacturer lists: Vendor ID (25), Description (30), Address (255), City (30), State (15), Zip (20), Phone 1 (50), Phone 2 (50)

NOTE: All rules dealing with field length still apply when importing into Antero™. Attempting to import values that are larger than the fields are designed to hold will result in a failed import attempt. The value in parentheses after each field represents that field’s maximum length. Those values with a dollar sign ($) follow the format for currency. Those with a pound sign (#) will allow only numeric values. Those value with (MEMO) are fields allowing for large comments. When importing comments, assure that the field contains no commas, as they will be misinterpreted as signaling the start of the next field.


ARCHIVE/UNARCHIVEThe Archive feature allows you to archive information from the history database into a separate database to

decrease the size of the history data file or to remove unused information.

NOTE: Archived information will not be displayed on Antero reports.

Information can only be archived from the Work Order History, Meter/Gauge Reading History, Ordering/Receiving History, Transactions List and Parts Audit Trail sections of the program.

ArchiveSelect the records that you want to archive, then select Utilities from the menu bar, then Archive. A message

will be displayed stating that “ARCHIVED DATA WILL NOT BE REFLECTED IN ANTERO REPORTS. DO YOU WISH TO CONTINUE?” Press [YES] to archive or [NO] to return to the current screen.

UnArchiveArchive data can be restored. Select View from the menu bar, then Archive, then select the history database

records you wish to restore. Then select Utilities from the menu bar, then Unarchive. A message will be displayed stating that “THIS WILL PLACE THE DATA BACK INTO THE HISTORY DATABASE”. Press [YES] to unarchive or [NO] to return to the current screen.

View Archived DataArchive data can be viewed by selecting View from the menu bar, then Archive, then select the history data

files you wish to view.

WARNING: Data entries will be permanently removed from the Facility data file! Do not proceed unless you are sure you wish to remove data entries from the chosen year.

DDE INTERFACEOverview

The Antero DDE interface can automate the process of entering equipment meter readings into the Antero maintenance program by acting as the ‘go-between’ from your current meter controls software (such as SCADA) and the Antero maintenance program. Antero DDE functions include setting up the DDE link information for each individual meter, scheduling when each meter will be read into the Antero maintenance program, assigning each meter to a group of meters, enabling/disabling DDE for groups of meters within a facility, enabling/disabling DDE for entire facilities, and processing the readings for all facilities.

DDE Links The data value returned by a DDE (Dynamic Data Exchange) link from another application requires specific

service, topic and item strings (see documentation for the other application). Retrieving data via DDE links is very dependent upon other applications, and may therefore be somewhat slower than other data transfers, especially if the link must “timeout” because of errors. In most cases, the other application must be running and the appropriate file must be open. Antero DDE Links require the other application to be able to return a single value in the ASCII text (CF_TEXT) format.

DDE InstallationThe Antero maintenance program must be installed on the computer where you will be running the DDE

interface. Follow the installation instructions for Workstation Setup. If you want to minimize the amount of files copied to your DDE interface server, be sure to read the installation documentation about Microsoft Access Runtime 2000.


DDE Interface ExecutionYou may run Antero DDE by running the Antero maintenance program, selecting UTILITIES from the main

menu, then selecting DDE INTERFACE. If you selected to add Antero to your Start Menu during installation, a selection for Antero DDE will be in the Antero group as well.

Details ● To configure Antero DDE and setup the meter links, groups, and facilities operated upon, select File from

the menu bar, then Setup. Antero DDE configuration is described in detail in ‘Setup Your DDE Configuration For Each Meter’ documentation.

● To enable DDE Links, select from the table, located at the bottom of the screen, which DDE GROUPSyou want to enable by clicking within he ENABLED box. Press the [Start] button to activate the links.

● Antero DDE maintains a log file ‘DDE.log’ in the application directory. You may view the log file byselecting the menu File | View Log.

● You may change the license Antero DDE is operating on by selecting the File | License menu andbrowsing to the appropriate license file ‘license.mdb’.

NOTE: For multi-license users only.

SET UP DDE CONFIGURATION FOR EACH METERThe DDE Configuration screen allows you to setup DDE links to each meter/gauge. To enter setup go to the

file menu and select Setup. Enter a facility name within the entry field or select one from the PickList. Check the [] DDE Enabled checkbox to enable DDE for this facility. Choose from the drop down list as to whether DDE will Log Errors Only or Log Everything.

DDE List TabThe DDE List tab allows you to view all

equipment with corresponding meter/gauge types, units and group.

● Filter boxes are located above certaincolumns allowing you to filter the list of items. Type the code given to that item or select one from a PickList by pressing the [...] popup button.

● Each column within the table can besorted by pressing any column header button.

● To print this list, press the [PRINT]button in the toolbar.


● The [Read on next cycle] button allows the system to read the DDE link on a highlighted item in thenext cycle.

● To view the details of an individual equipment/meter DDE Link, highlight the item, then go to the DDE DETAIL tab or double-click directly on the item.


DDE Detail TabThe DDE Detail tab allows you to

view or modify detailed information on an individual piece of equipment with corresponding meter/gauge types, units and group.

● Enter an Equipment No. withinthe entry field or select one from a PickList by pressing the [...] popup button.

● Enter a Meter/Gauge type withinthe entry field or select one from a PickList by pressing the [...] popup button.

● Press the [Copy From] buttonto copy ALL link scheduling and setup information from another meter.

● Press the [Clear Details] button to clear ALL link scheduling and setup information from the current meter.

NOTE: This will also prevent the ‘DDE’ subreport section from being displayed on the Meter Gauge Detail Report for the current meter. ● The [Mark All] and [Unmark All] buttons can be used as a quick way to check or uncheck all months,

days of week or dates.

The Service string (1 to 30 characters) is usually the name of the application, the Topic string (1 to 90 characters) is usually the filename and/or page, and the Item string (1 to 90 characters) is usually a reference to the specific data.

NOTE: The following examples describe common DDE formats:

Microsoft Excel example:Service: EXCELTopic: [filename or bookname]sheetname (e.g. [Book1.xls]Sheet1)Item: R#C# (e.g. R1C4)

Microsoft Access example:Service: MSACCESSTopic: filename;TABLE tablename (e.g. DB1.mdb;TABLE OP10Data)Item: DATA

Wonderware InTouch Viewer example:Service: VIEWTopic: TAGNAMEItem: tagname (e.g. RawFlow)

Intellution FIX example:Service: DMDDETopic: DATAItem: node:tag.field (e.g. NODE1:TEMP.A_CV)

● Press the [Copy] button to copy the current Service | Topic | Item information onto the clipboard.


● Press the [Paste] button to paste Service | Topic | Item information from the clipboard into the appropriatefields. If the DDE source document supports clipboard functions appropriately, you may select the Edit | Copy function in that program, switch to Antero and press the [Paste] button to have the link information entered automatically (e.g. select one cell in a Microsoft Excel spreadsheet, select Edit | Copy, then the [Paste] button and Antero will insert the information as shown in the Microsoft Excel example above).

● Press the [Test] button to immediately perform the DDE link (the link source must be open). The linkresults will be displayed to the right of the [Test] button.

● Press the [Read on next cycle] button to allow the system to read the DDE link on a highlighted item inthe next cycle.

● Check the DDE Enabled checkbox to enable DDE on the Equipment and Meter/Gauge combinationyou’ve chosen.

● Enter a Group name within the entry field or select one from a PickList by pressing the [...] popup button. ● The Type and Units fields are automatically filled in depending on the piece of equipment and

meter/gauge chosen. ● Determine when your Meter/Gauge readings will be taken by checking the appropriate Month(s),

Days of Week or Dates checkboxes. ● Enter a Time, or choose from the drop-down list. The readings will be taken.

SCHEDULE BACKUPSAccess

To access the Backup Scheduler, select UTILITIES from the main menu, then choose SCHEDULE BACKUPS.

Creating a Scheduled Backup ● In the Backup Scheduler window, view the grid displaying the

facilities available for backing up. ● Place a check in the () Backup checkbox for the facility or

facilities you would like to backup. ● Type in the full path name or click the [...] popup button to

browse for a directory/folder location so that the files created during the backup can be saved.

● Click the [Schedule] button to open the Windows Schedulerwindow.

● In the Schedule tab, review the options available and schedulethe backup.

● Click on the Task tab to finish the setup of the scheduledbackup.

NOTE: Windows Task Scheduler is used to manage andperform all scheduled tasks, please confirm with your System Administrator that your have the necessary permissions to perform this action.

● In the RUN AS: field, click the [Set Password...] button to set the password to allow the program to run the backup as scheduled.

NOTE: To schedule a backup, the Windows Task will use theWindows Username and will require the user’s password to be set before a backup can be performed.

● Apply these settings and close out of the Scheduling Window.


SCHEDULE WORK ORDER PRINTINGAccess

To access the Work Order Print Scheduling, select UTILITIES from the main menu, then choose SCHEDULE WORK ORDER CREATION.

Setting Up Work Order Creation ● In the Work Order Print Scheduling window, use the drop-down menu to select the number of days

through the current day that you would like to create work orders through.

● Click the [Schedule] button to open the WindowsScheduler window.

● In the Schedule tab, review the options available andschedule the backup.

● Click on the Task tab to finish the setup of the work order creation task.

NOTE: Windows Task Scheduler is used to manage and perform all scheduled tasks, please confirm with your System Adminstrator that your have the necessary permissions to perform this action.

● In the RUN AS: field, click the [Set Password...] button to set the password to allow the program to runthe work order creating as scheduled.

NOTE: To schedule work order creation, the Windows Task will use the Windows Username and will require the user’s password to be set before a work order can be created.

● Apply these settings and close out of the Scheduling Window.

Antero Index 139

AAbout 7Add/Edit Facility Setup 37Add/Edit User & Password 39Add/Edit Language 40Address/Phone Tab 66Add Unlisted to Inventory 14AllMax Folder 120, 123Archive/Unarchive 134Assembly 86Associated Tasks 46, 81Attached Work Order Tab 75, 102Attached Work Order 102Attaching an Image File 14Audit Trail 114

BBackup, Restore 132BarCode Labels 15Before You Begin 21By Date 72By Meter/Gauge 73By Calendar 73By Work Order 73

CCalendar 7Change Background 39Change Bitmap 39Closing Work Order Request 110Compact Datbase 132Completed Work Order Tab 85Consumables 62, 115

Entry 62History Detail Tab 63, 90,93, 108History List Tab 63, 92, 107Setup Tab 62

Contact Detail Tab 66Context Sensitive Help 9Cost 116Create Tab 29, 88, 101Create Work Order 27, 102Custom Reports 33, 116Custom Toolbar 9Custom Tools 34, 118Custom Tools Shortcut Keys 12

Run Application 118Run Report 118Shortcut Keys 118

Custom Work Order Priority 42DDataPort 119

Edit Functions 124Exporting Data 121

Meter and Parts 121Work Orders 122

Glossery Terms 126Help File Conventions 125Importing Inventory Data 123Installation 120

AllMax Folder 120HotSync Software 120HotSync Support 120Software into DataPort 120

Main Window 123 AllMax Folder 120Antero - Meter / Gauge 127Antero - Parts / Materials 127Antero - Work Orders 128

Menu Bar 124Options / Preferences 125Scanner 126Shortcuts 126 Graffiti 126Work Orders 128

Beaming 130Labor Tab 129List Tab 128Meter Tab 128Parts Tab 129Scanning 129Shortcuts 130Task Tab 128

Date, Calendar 7, 108Demo Mode 20Department 86Detail Tab 47, 53, 70Develop a Scheme 35DDE Detail Tab 136DDE Interface 134DDE List Tab 135Downtime Status 107

EEdit 124Employee 85Enable Work Order Requests 109Equipment 24, 43, 44, 86 Setting Information Parameters 33, 44Equipment List 44

Index

Antero Index 140

Detail Tab 44, 47 Asset Number 47 Salvage Value 47 User Defined Fields 47 Warrenty Meter 47General Tab 45 Assembly 46 Associated Tasks 46 Department 46

Equipment Priority 45Meter/Gauge Tab 48Open Work Orders 49Part Tab 49User Defined Fields 36, 47Work Order Tab 49

Equipment Location 80Equipment Number 34Equipment Reports 113Equipment Tab 55, 78, 81, 86Equipment Type 45, 52, 77 In/Out of Service 46 Location 45 Manufacturer 46 Vendor 46 Export Data to DataPort 121

FFacility 114Facility / User Setup 36

Add / Edit Facility 37Appearance / Background Editor 38 Change Background Color 39 Change Background Pattern 39 Change Bitmap 39General Tab 37User Tab 38Add/Edit Langauge 40Add/Edit User and Password Setup 39

Facility Tab 40 Custom Work Order Priority 42 Ship To/Bill To 42 Verify Completed Work Order 31Forecast/Create Work Order 26, 101Forecast Report Tab 27, 102

GGeneral Report Features 33General Tab 37, 52, 90, 93, 105, 108Go-2-Tech 10 Connecting 10Graffiti 126, 130

HHelp File Conventions 9, 125

History Detail Tab 63, 90, 93, 108History List Tab 63, 92, 107History Tab 60HotSync Install 120

IImport List 131Importing Inventory Data to DataPort 123Introduction 22

Custom Tools 34Equipment 24Forecast/Create Work Order 26Lists 30, 76, 77Meter/Gauge 24Open Work Order 28Ordering/Receiving 29 History List/Detail Tab 29 Open List/Detail Tab 29Part/Material 25Reports 33Running the Program 22Selecting a Facility 22Tool Bar 23Transaction 30User Name 22Vendor 25What’s Next? 34Work Order History 28Work Order Scheduler 26License Agreement 3, 20

Installation Instructions 18, 121Demo Mode 20Workstation/Client Setup 19 Microsoft Access 2000 19

Inventory Section 53

KKeyCode 7Keyboard & Mouse Shortcuts 11

LLabor Account 84 Associated Tasks 84Labor Class 84Labor Tab 74, 109License 3, 20Lists 30, 76, 77

Assembly 86Equipment Tab 86, 78, 81

Department 86Employee 85

Completed WO Tab 85Open WO Tab 85

Equipment Location 80Equipment Type 77

Part Tab 79

Antero Index 141

Vendor Tab 68List Detail Tab 28, 70

Product Group 82Product Type 83Setting Information Parameters 77Task 81

Work Order Tab 85Warehouse 79

Location Tab 45, 80Logging Transactions Complete 92Logging Your Order or Requisition Complete 92Log Work Order Complete 107

MManage Work Order Request 110Manually Creating Work Order 104Manufacturer 46Meter / Gauge 24, 48, 58, 59, 105, 108

History List Tab 60Readings Tab 59

NNote List 113Note Detail 113Notes 113

OOpen Completed Work Order 115Open Detail Tab 89, 104

General Tab 90Transaction Detail Tab 91Transaction List Tab 91Transfer Detail Tab 98Transfer List Tab 98

Open List Tab 29, 89, 103Open Work Order 28, 49, 85, 103, 114Options 125Ordering / Receiving 29, 88, 115

Create Tab 88Create Order 88

Print 88, 90General Tab 90

Orders/Transactions Tab 56, 67Order Tab 90 Transaction Detail Tab 96 Transaction List Tab 96

History List Tab 29, 93

PPart Audit Trail 57PickList 12Part / Material 25, 34, 50, 51, 113Part/Material Detail 51 Detail Tab 53 Equipment Tab 55 General Tab 52

Orders/Transactions Tab 56Part/Material List Tab 34, 51Parts Work Order Tab 57Part Tab 49, 74, 79, 80, 82, 106, 109Purchasing 54

User Defined 55 Vendor 25, 47, 55 Work Order Tab 56Setting Information Parameters 51

Preventive Maintenance 35Labor Tab 74, 106List Tab 70Scheduler Tab 71Subcontractor Tab 75, 107

Print 14, 102, 112Details 14Setup 14

Printing a Requisition 90Product Group 82Products Tab 67Product Type 52, 83Purchasing Section 54

QQuick Reference 3

RReadings Tab 59Replace Parts Tab 133Reporting 111 Audit Trail 114

Blanks 115Charts 116Consumables 62, 115, 103Cost 116Custom 116Equipment 24, 43, 44, 86, 114Facility 114Features 112Lists 30, 76, 77, 115Ordering / Receiving 29, 88, 115Other 114Part / Material 25, 34, 50, 51, 113Printing Recommendations 112Transaction 115Usage 114Work Orders 114Work Order Scheduler 114Vendor 25, 34, 46, 65, 82, 114

Reporting Downtime Information 107Reports 33Running the Program 22

SSetup Tab 62Set up DDE Configuration for Each Meter 135

Antero Index 142

Scanner 126Scheduler Tab 71Schedule Backups 137Schedule Work Order Printing 138Selecting a Facility 22Setting Information Parameters 33, 44Set up Work Order Request Application 109Ship To / Bill To Addresses 42Shipping Costs 97Shortcuts 11, 130, 126

Custom Tools Shortcut Keys 12Subcontractor Tab 75, 109Support Menu 10

TTask 81Technical Support 3Title/Menu Bar 22Toolbar 8, 23

Customize 9Section Buttons 8

Transaction 30, 96, 115 Cost of Goods 97 Shipping Costs 97

Transaction Detail Tab 31, 91, 93, 96Transaction List Tab 30, 91, 93, 96

Transfer Detail Tab 32, 98Transfer List Tab 32, 98Type Ahead 14

UUpdate Database 133User Name 11User Tab 38User Defined Fields 47User Defined Tabs 55Utilities 131

Archive 134Backup 132Compact Database 132DDE Configuration 134

Detail Tab 136List Tab 135Set Up Configuration for each Meter 135

DDE Interface 134Execution 135Installation 134Links 134

Import Lists 133Replace Part 133Restore 132Scheduling Backups 135, 137

Scheduling Work Order Printing 138 Setting Up Work Order Creation 138

Unarchive 134Update Database 133

View Archived Data 134

VVendor 25, 34, 46, 65, 82, 114Verify Completed Work Order 42Setting Information Parameters 65

Vendor Detail Tab 65Address / Phone Tab 66Contact Detail Tab 66Orders / Transactions Tab 67Products Tab 67

Vendor List Tab 65Work Order Tab 68

Vendor Tab 55, 79, 82, 83, 93, 97

WWarehouse Tab 54, 79What’s Next? 34Who Am I? 7Window Menu Items 12Work Orders 85, 100, 114

Completed Work Order Notes 105Forecast/Create Work Orders 26, 101Open List Tab 103Open Work Order 103

Work Order History 28, 107, 115History Detail Tab 108

General Tab 108Labor Tab 109Meter/Gauge Tab 108Part Tab 106Subcontractor Tab 75, 109

History List Tab 107Work Order List Tab 70Work Order Request History 110Work Order Scheduler 26, 70, 114

Attached Work Order Tab 75, 102List Tab 70Detail Tab 70

Labor Tab 74Part Tab 74

Scheduler Tab 71By Calendar 73By Date 72By Meter/Gauge 73By Work Order 73

Subcontractor Tab 74, 109Work Order Requests 109 Closing Work Order Request 110 Create Work Order Request 110 Enable Work Order Requests 109 Manage Work Order Request 110 Set up Work Order Request Application 109

Antero Index 143

Work Order Request Setup 110Work Order Tab 56, 68, 122Workstation/Client Setup 19

Print 102Log Work Order as Complete 107Open Detail Tab 104

General Tab 105Labor Tab 106Manually Create Work Order 104Meter/Gauge Tab 105Part Tab 106Subcontractor Tab 107

Open List Tab 103Forecast Report Tab 102