Entering Data

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Entering Data

 

To get started with ExpressMaintenance, you must begin by entering certain data to properly setup the maintenance system.  You should review each topic under Administration and then proceed with entering setup data to meet your organization needs.  Much of the setup data will already be entered for you.  However, a quick review of the sections under Administration will help you know where to go if you need to enter additional items.

 

The options under the Administration Menu are listed in alphabetical order.  However, it is recommended that you enter setup data in the following order (though not required by any means).  Keep in mind that you can return to any of these screens to enter additional data at any time.

 

General Setup

Registration - Enter your Serial Number and Registration Code to activate ExpressMaintenance permanently.

Defaults- Minimum data entry.  Company name, preferences, etc.

Users - Enter each user along with access permissions.

Employees - Enter each employee who might be assigned a work order (mechanics) or who may create a purchase order.

Codes - Many of the selection codes for ExpressMaintenance are found under the Codes setup screen.

Sites / Locations - Offers the ability to separate equipment and parts based on sites and / or locations as you define.

 

Services Setup

Cost Center - Setup cost centers or ATA Codes to be applied to services performed and parts used.

Services - Enter each type of service that will be used.  Include pertinent notes and safety data.

 

Units Related Setup

Codes - Most of the Unit codes are found under Codes setup.  These include types, makes, category, sizes, pressures, etc.

 

Vendor Related Setup

Vendor Terms - Terms that may be offered by vendors (suppliers).  Most terms are already entered for you.

Companies - Vendors and supplier records as well as customer records if you bill for services.  You must enter this data yourself.