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2016 Preliminary Class Schedule (Proprietary & Confidential) www.assetworks.com/academy | 610.687.9202 Subject to change without notice [email protected] | #assetworksacademy

PRELIMINARY COURSE LISTING

This is an overview of the courses that will be offered at the 2016 AssetWorks Academy, as well as key event

highlights. A full agenda, including course description, tracks and instructors will be available online in Spring 2016.

Contents GENERAL AGENDA ............................................................................................................................................................ 3

ACADEMY HIGHLIGHTS ..................................................................................................................................................... 4

Hands-On Sessions ........................................................................................................................................................ 4

The Hub Computer Lab ................................................................................................................................................. 4

Product Orientation Session for New(er) Users ............................................................................................................ 4

Product User Group Meetings ...................................................................................................................................... 4

Extended Training ......................................................................................................................................................... 4

Cross Product Roundtables ........................................................................................................................................... 4

Session Tracks ................................................................................................................................................................... 5

Shop Floor/Parts Room ................................................................................................................................................. 5

Management/Front Office ............................................................................................................................................ 5

Admin/Procurement ..................................................................................................................................................... 5

Analyst/Data Manager/ Power User/System Administration ...................................................................................... 5

FA Course Listings ............................................................................................................................................................. 6

General.......................................................................................................................................................................... 6

Introductory .................................................................................................................................................................. 6

Hands-On Sessions ........................................................................................................................................................ 6

Shop Floor/Parts Room ................................................................................................................................................. 7

Admin/Procurement ..................................................................................................................................................... 8

Management/Front Office ............................................................................................................................................ 9

Analyst/Data Manager/Power User/System Admin/IT ............................................................................................... 11

Extended Training ....................................................................................................................................................... 12

M5 Course Listings .......................................................................................................................................................... 13

General........................................................................................................................................................................ 13

Introductory ................................................................................................................................................................ 13

Hands-On Sessions ...................................................................................................................................................... 13

Shop Floor/Parts Room ............................................................................................................................................... 14


Management/Front Office .......................................................................................................................................... 17

Analyst/Data Manager/Power User/System Admin/IT ............................................................................................... 18

Extended Training ....................................................................................................................................................... 19

Capital Asset Management (CAM) Course Listings ......................................................................................................... 20


GENERAL AGENDA

Sunday, March 20 > New User Activities, User Group Meetings and Opening Receptions

1pm to 3pm Product Orientation Session for New(er) Users

3pm to 4:30pm Product User Group Meetings

5pm to 6pm Regional Receptions *Details about the reception will be available at the registration desk.

6pm to 9pm Opening Reception

Monday, March 21 > Opening Sessions and Training Sessions

7am to 8:30am Breakfast

8:30am to 10:30am Opening Session

10:45am to 12pm Product Opening Sessions

12pm to 1pm Lunch

1pm to 6:30pm Sessions / The Hub open

Tuesday, March 22 > Training Sessions, Roundtables, Solution Showcase and Private Party

7am to 8:30am Breakfast (featuring the Solution Showcase)

8:30am to 12pm Sessions / Roundtables / The Hub open

12pm to 2pm Lunch (featuring the Solution Showcase)


6:30pm to 9:30pm Private VIP Event at the USS Midway (Included with event registration.)

Wednesday, March 23 > Training Sessions, Closing Lunch and User Group Meetings

7am to 8:30am Breakfast

8:30am to 12pm Sessions / The Hub open

12pm to 1pm Closing Lunch


4:45pm to 5:45pm Product User Group Meetings

Thursday, March 24 > Extended Training (Additional Fee)

7am to 8:30am Breakfast (For Extended Training Participants Only)

8:30am to 12pm Extended Training Sessions

12pm to 1pm Lunch (For Extended Training Participants Only)

**This agenda is tentative and subject to change without notice.


ACADEMY HIGHLIGHTS

Hands-On Sessions Back again are Hands-On Sessions where you’ll be able to follow along in the program as the instructor guides you

through technical training. Seating will be limited and these sessions sold out quickly last year, so register early to

reserve your spot in the Hands-On classroom.

The Hub Computer Lab Monday – 1pm to 6:30pm | Tuesday – 8:30am to 6:00pm | Wednesday – 8:30am to 6:30pm

The Hub is the epicenter of the AssetWorks Academy. This hands-on computer lab stays open until 6:30pm each

evening so you have the chance to try out some of the new system features at your own pace – with an

AssetWorks staff member right there to answer all your questions. All our products and modules will be available

on these computers, as well as our FuelFocus Island Controller, KeyValet system and other handheld devices.

Product Orientation Session for New(er) Users Whether your company has just deployed AssetWorks solutions or you have just started using our products, this

orientation session can be a valuable primer to give you a basic overview of the technology, terminology and

navigation.

Product User Group Meetings One of the most beneficial aspects of the AssetWorks Academy is the ability to talk face-to-face with your fleet

peers. Led by FleetFocus Users with AssetWorks staff present for questions, the User Group Meetings cover new

and existing functionality. This is a great chance to learn from other users and share your expertise.

Extended Training AssetWorks is proud to present an additional half-day of training (for a nominal fee) to further address the “how

to’s” of accomplishing day-to-day tasks. These open forums will give you a chance to ask questions of the product

experts. Multiple sessions are offered. Please note these are not hands-on training sessions.

Cross Product Roundtables Focused on industry topics and timely issues, the Cross Product Roundtables encourage open discussions about the

challenges facing the industry today. The idea is to generate productive discussions about real world experience

and solutions. These sessions are open to any product line.


Session Tracks Choose classes from functional tracks that will be most valuable to you. AssetWorks arranges course content into

tracks that concentrate on specific functions, roles and work flows in the typical fleet maintenance organization.

This is to assist attendees that want to focus on classes that will have the most impact and return on investment

when they return to work. By presenting the classes in this manner, AssetWorks hopes you will get the most out of

your Academy experience. Of course, attendees are invited to attend any class for which they will attain the most

benefit regardless of track.

Shop Floor/Parts Room For users, including technicians and parts room

managers, who need a full, end-to-end

understanding of the shop floor and store room

processes supported by the FleetFocus applications.

Maintenance scheduling

Work order execution

Time/labor management

Parts issues and store room management

Commercial work orders

Inventory management and purchasing

functions

Management/Front Office For maintenance leaders responsible for strategic

direction and interfacing with customers.

Review of newer functionality and future

direction of the FleetFocus products

Application of the various business

intelligence modules within

FleetFocus (PMMs, reporting, ad hoc

querying and dashboards)

Billing

Motor Pool and KeyValet

Customer Access

Admin/Procurement

For users responsible for supporting shop floor

operations and tactical application of maintenance

policies and procedures.

Shop planning

Equipment class maintenance (Class/Task

relationships,

Maintenance Class Codes, Technical

Specifications

Equipment acquisition and disposal

Warranty administration

Tactical reporting

Analyst/Data Manager/ Power User/System Administration For users responsible for keeping the FleetFocus

applications up to date both in terms of new

versions and relevant supporting codes, system

options, security and features.

System configurations

System upgrades

Custom dashboards (and underlying SQL

statements)

Custom reports (both Crystal-based and Ad

Hoc Query-based)

System troubleshooting


FA Course Listings The following courses are available for the FA Product Line only. Courses are listed alphabetically by session track.

General

FASuite Opening Session

[FA]

Product Manager Kelley Ernsdorff begins the 2016 AssetWorks Academy with

information about what is new with FASuite and what is on the horizon.

Introductory

FASuite Product

Orientation Session for

New(er) Users [FA]

If you are new to FASuite, you will want to attend this session. We will begin with

an overview of all the FASuite product components including a high-level

demonstration of the various user interfaces. This class will give new(er) users a

good foundation for the rest of the week.

Hands-On Sessions

Create Your Own Ad Hoc

Queries (Hands-On) [FA]

Ad Hoc Query is an interactive browser-based tool for creating and customizing

queries/reports without needing help from technical experts. With links to specially

designed views into the FA database, Ad Hoc’s intuitive interface is designed for

speed and ease of use. Come join us for a hands-on look at this tool and how it can

benefit your organization.

Create Your Own Batch

Processes (Hands-On)

DOUBLE SESSION [FA]

Do you need an introduction to FASuite’s batch processing? Do you need a

refresher? This double session will provide a detailed, hands-on lesson on how to use

FASuite’s Batch Processing tool.

Create Your Own

Dashboards (Hands-On)

DOUBLE SESSION [FA]

Are you curious about what it takes to create graphs, charts, and gauges using

FASuite Dashboards? Let us show you how in this hands-on class! In this double

session you will create your own dashboards--graphs, charts, and gauges--that

provide a real-time indication of what is happening in your shop.

Storekeeper Portal

(Hands-On) [FA]

The Storekeeper Portal is a powerful tool for any materials management operation,

powered by the Enterprise Purchasing functionality. This hands-on session will allow

users to walk through several work flows including issuing parts, turning parts

requests into requisitions or purchase orders, receiving parts and creating new parts

on the fly. AssetWorks will show participants how to set notification flags when parts

are ready for pick-up at the storeroom counter.


Supervisor Portal

(Hands-On) [FA]

Join us for a hands-on training session performing all of the functions of the

Supervisor Portal. Attendees will review the status of jobs in the shop, create new

work orders, assign mechanics or crews to jobs, review real-time status of work in

progress (employee management), schedule using the shop calendar, manage

services due for PM, perform labor corrections, and review/close work orders.

Technician Portal

(Hands-On) [FA]

The hands-on session for the Technician Portal will walk you through all of the steps

a Technician will perform to complete his work. The instructor will have attendees

capture labor to work orders in real-time, request parts, view repair history,

complete PM Checklists, add tasks, and accurately finish work orders.

Work Management

Portal (Hands-On) [FA]

To give your work supervisors more control over how they manage their work, learn

about the power of the Work Management Portal. Customize your own view, by

location, with available gadgets for specific information.

Work Order Postings

(Hands-On) [FA]

The work order postings page offers an alternative to capturing labor in real-time or

using the parts request functionality. For maintenance operations that prefer to post

labor, parts and commercial charges after the fact, the work order postings page

offers a streamlined, easy-to-use interface for just this purpose. The hands-on class

will allow attendees to experience how easy it is to use this page.

Shop Floor/Parts Room

Advanced Work Order

Features [FA]

In this class you will learn about advanced work order features including multi-unit

work orders, the direct charge-no work order screens, linking test results to work

orders and how FA can automatically generate class/task labor standards.

Effective PM Scheduling

with FASuite [FA]

AssetWorks is excited to share the many features available in FASuite for better

managing your PM schedules and appointments. In this work flow-oriented class you

will learn how to optimally utilize the full array of FASuite functionality (Supervisor

Portal, Notifications, and Customer Access) to provide exceptional PM service to your

customers.

Enterprise Purchasing

[FA]

This session will provide a review of all the latest Enterprise Purchasing functionality

available in FASuite. You will learn the requisition, bid, PO, and receipt processes for

buying parts, fuel/fluids, and equipment using the Enterprise Purchasing screens.

Inventory Count

Management with

MobileFocus [FA]

This session will give an overview of the Inventory Count Management functionality,

which allows your organization to keep the storeroom open while doing cycle counts.

Attend the session to learn the end-to-end process of creating random/structured

counts, assigning them to employees, performing counts using MobileFocus and

viewing the results as they happen.


MobileFocus [FA] This session provides an overview and functional demonstration of MobileFocus -

FASuite’s Windows Mobile application platform. The MobileFocus applications give

you hand-held access to FASuite functions that are typically performed away from a

workstation.

Posting Parts, Labor and

Commercial Charges

(Beginner) [FA]

In this beginner class, we will provide an overview of the many ways to post parts,

labor, and commercial charges to work orders, with an emphasis on the Postings

page available via the Supervisor and Technician Portals.

Shop Floor Management

Using the Supervisor

Portal [FA]

Join us for a complete soup-to-nuts training on how to fully utilize the Supervisor

Portal to better manage the shop floor. Features to be covered include: viewing the

status of jobs in the shop, creating new work orders, assigning jobs to mechanics or

crews, checking the real-time status of ongoing work (employee management), shop

calendar, viewing services due for PM, labor corrections, service request

management, and work order review/close.

Storekeeper Portal [FA] AssetWorks is excited to show the functionality of the Storekeeper Portal, which is

the web application designed specifically for parts room staff. The Storekeeper Portal

consolidates many of FASuite’s inventory, parts request management and enterprise

purchasing features into a single, easy-to-use web portal.

Tablet Based Mobile

Applications [FA]

This session provides an overview and functional demonstration of applications

AssetWorks built for the tablet-based Windows 8 platform. The tablet applications

give you mobile access to FASuite functions that are typically performed away from a

workstation.

Work Order Processing

Using the Technician

Portal [FA]

The Technician Portal is a single, feature-rich interface for mechanics to execute their

daily work activity. Whether you are new to the Shop Activity portals, or are an

existing user that wants to learn how to utilize more of the Technician Portal’s

functionality, please join us for this in-depth session on FASuite’s most popular web

module.

Admin/Procurement

Cradle-to-Grave

Equipment Management

DOUBLE SESSION [FA]

FASuite offers robust solutions to help your organization make critical equipment

planning and replacement decisions. In this double-session, we will provide a

comprehensive, end-to-end discussion of equipment management, all using modules

that are bundled with the FASuite base system (in version 6.2 or greater):

Replacement Modeling and Performance Analysis module, Equipment Planning

module, and Fleet Equipment screen, to name a few.

Defining Complex Assets

FASuite [FA]

Assets with several components and relationships are complex - pipelines, highways,

in tunnels, etc. Learn how to configure FleetFocus and AssetWorks EAM to define

and view complex hierarchies of assets.


Equipment Primary

Information (Beginner)

[FA]

Do you need an overview of capabilities for tracking your organization’s Equipment

Units? The session leaders will provide a detailed review of the Equipment Primary

Information screen and the many set-up issues associated with managing equipment

units.

Overview of the FASuite

User Interfaces

(Beginner) [FA]

Any newer user should attend this session to learn how to navigate using the

Graphical User Interface (GUI), the Enterprise Portal, and general Web Modules.

We’ll explore the basic features of the GUI and Enterprise Portal and cover topics

including menu organization; viewing, filtering, and sorting data; navigating the Web

Modules; and the Online Help.

Preventive Maintenance

Programs and Inspection

Capabilities [FA]

Is your organization taking full advantage of the PM and Inspection capabilities

offered by FASuite? Attend this session to find out! This session provides a detailed

look at how the application handles PM Programs and Inspections, including

discussion of when the system updates the schedule.

Users, User Groups,

Security and Admin

Mode [FA]

This session will provide an overview of the FASuite user access, security and how to

tailor FASuite screens using Admin Mode. The topics will include user IDs, user

groups, how to set up security templates and a discussion of new features to help

manage passwords.

Warranty Tracking -

Beginning to End

DOUBLE SESSION [FA]

This session will provide an in-depth look at FASuite’s warranty features, from start

to finish. If you want to take your organization’s warranty tracking capabilities to the

next level, this session is for you. Topics include a discussion of how to set up

equipment, component and parts warranties.

Web Reporting [FA] FA Web Reporting provides out-of-the-box reports (powered by Crystal reports), as

well as a pipeline to distribute those reports and any number of custom reports

through a zero-client, browser interface. This session provides an overview of

FASuite Reporting functionality and illustrates how your organization can benefit

from it.

Management/Front Office

Allocation and

Assignment Portal [FA]

The Allocation and Assignment Portal is designed for tracking your organization’s

non-fleet assets, and this class will provide an overview of the module as well as

offer tips to making use of it best for whichever needs your organization may have.

The Allocation and Assignment portal allows you to assign items to an Asset,

Location, Department, or an Operator, leveraging the built-in functionality of FASuite

parts, components and assets with a new portal to oversee and manage assignment

records and requests for items.


Benefits of Fuel System

Integration [FA]

What are the benefits of integrating a fuel solution with your FleetFocus FA system?

This class will discuss the benefits associated with an integrated fuel system such as

valid meter captures, a single system for fuel monitoring and the control on

operating costs. See how with valid meter and fuel consumption data, fuel can

become a preventive maintenance indicator and will provide detailed cost per mile

reporting.

Benefits of Integrating

Enterprise-Wide Systems

[FA]

AssetWorks has years of experience building interfaces that eliminate manual entry

and duplicate processes by keeping FASuite data (account codes, employees,

vendors, equipment, parts records, purchase orders, monthly billings, etc.) in sync

with external systems. Please join us to learn how integrating FASuite with other

enterprise systems can automate these types of processes and yield improved data

quality while saving costs.

Billing Module [FA] This class will provide an overview of the new Billing Module which is designed for

review, adjustment, and approval of transactions for the purpose of billing internal

customers for work order costs, fuel costs, recurring charges, special fees, motor

pool usage and more.

Business Intelligence &

Management Reporting

[FA]

If you want to learn tips and tricks for getting management data out of FASuite, please join us for this session. This session will review the various business intelligence (BI) modules available in FASuite to monitor progress towards achieving your organization’s goals. We will discuss key management reports and explore the resources available in FASuite that Managers need to measure common fleet performance indicators.

Customer Access Portal

[FA]

With the Customer Access Portal you can give your customers the ability to view

equipment and work order information, and optionally allow them to enter selected

data such as Service Requests, end of month meter readings, and edit/add new

operators. This module coupled with the Notifications Module also allows your

customers to schedule their PM appointments online.

KeyValet Automated

Motor Pool [FA]

The KeyValet automated motor pool solution combines a secured key box

technology, and an online reservations portal that integrates with FASuite’s Motor

Pool Center software. KeyValet allows fleet managers to deploy an unmanned motor

pool in an efficient, secure and cost-effective manner.

Motor Pool Reservations

A to Z [FA]

This session will present an A to Z overview of FASuite’s Motor Pool functionality. In

it we will cover the important motor pool setup options, as well as approvals, billing,

configuration tips and the Reservations Portal.

Performance Measures and Monitors (PMM) Module [FA]

Join us to learn how Performance Measures and Monitors (PMMs) can help you

assess maintenance trends. They are more than Key Performance Indicators (KPIs)

and Dashboards which help fleets assess a current situation. PMMs are useful in


determining the performance of a maintenance organization over time in a graphical

representation.

What is Enterprise Asset

Management? [FA]

Think beyond your fleet! AssetWorks technology works for more than just fleet and

fuel management. AssetWorks EAM offers a comprehensive solution to managing

the unique and various needs of all types of assets within your organization.

AssetWorks EAM tracks maintenance and management for stationary, networked

and boundary-based assets, such as bridges, roads and parks. Learn about some

unique features available to effectively manage assets beyond the fleet.

What's Coming in

FASuite 16 [FA]

This session will highlight some of the most significant features coming in FASuite,

and how they can benefit your organization. Please join us to see what your next

steps with FA might be.

What's new in

FASuite 15.x [FA]

The FASuite 15.x release is full of new features and functionality. This session will

present recent enhancements that can have an immediate impact on how your

organization uses the system.

Analyst/Data Manager/Power User/System Administration Class/Task Setup Best

Practices [FA]

AssetWorks will spend time with attendees reviewing best practices in setting up and

using Class/Task relationships to ease data entry and drive efficient processes.

Whether you need to build a PM program/checklists, build standard parts lists for

certain jobs or identify specific resources required to perform specific tasks on a

particular class of asset, this session will walk you through the best ways to accomplish

this through configuration

Configuring Notifications

and Interfaces [FA]

In this session, AssetWorks technical staff will walk through the steps of setting up

notifications and configuring custom interfaces. Topics include an overview of the

MAXQueue Designer, configuring out-of-the-box notifications and applying updates to

interfaces.

Financial Tracking in

FASuite [FA]

This session will review the financial side of the application. Topics include

depreciation, usage tickets, end of period, historical costs, and accounts.

FuelFocus Setup and

Troubleshooting DOUBLE

SESSION [FA]

If you are an existing FuelFocus customer and want additional training on how to set

up and troubleshoot the FuelFocus system, this session is for you.

Organization Structure and System Set-Up Options [FA]

This not-so-back-to-basics class is designed for new and long-time customers that

want to take a fresh look at how the organization structure (Locations, Departments,

Vendors, Accounts and Calendars) settings are configured. AssetWorks will highlight

best practices, common and advanced set-up options during this session.


Shop Activity, Parts and

Purchasing Setup

Options [FA]

This session will focus on the configuration settings within Shop Activity and Parts to

drive processes and manage data effectively. AssetWorks will focus on the settings

that affect most operations and discuss the various processes that are impacted by

selecting one setting over another.

Troubleshooting FA Base

and Web Apps [FA]

If you need a primer on where to start when you are trying to figure out what

technical troubleshooting steps to follow to solve a problem with the FASuite

application, this is the session for you. We will review the steps you should follow to:

diagnose FASuite app and database connectivity problems; resolve screen messages

and errors; find and understand log files; generate the sqlcalls.log file; troubleshoot

performance problems; and troubleshoot set up problems.

Troubleshooting

MAXQueue [FA]

MAXQueue is a powerful tool for integration, notification and workflow. Learn

troubleshooting techniques for common pitfalls. Topics will include reviewing log files,

using the MAXQueue Error Handler and applying updates to interfaces.

Upgrade Tips [FA] This session for the technical experts attending the AssetWorks Academy will review

how to properly upgrade your FASuite environment, and will highlight the web

application installation and configuration tools available in FASuite.

Extended Training Crystal Reports Training

[FA]

This 3-hour session provides basic instruction on how to extract data from your FA

database using the Crystal Reports Designer. We will start with a brief introduction to

the Crystal Reports application. The rest of the session will cover the following: use of

ODBC database connections, inserting items into the report, filtering data, and basic

grouping and sorting options. This is a step-by-step, hands-on workshop designed to

give you actual practice creating a usable report.

FASuite for Experienced Users [FA]

This advanced training is designed for experienced users. Customers who have been using FASuite for at least twelve months (or more!) and seek training on the more advanced ways to accomplish day-to-day tasks are encouraged to attend this session. We plan to address topic such as Admin mode, and grid exporting; component tracking; advanced work management features including work assignment and standard jobs, to name a few. The session will also focus on the setup, administration and advanced capabilities of the Enterprise Portal and the Shop Activity (Supervisor and Technician) portals.


M5 Course Listings The following courses are available for the M5 Product Line only. Courses are listed alphabetically by session track.

General

FleetFocus M5 16.0.0

Enhancements [M5]

This session will include a high level review of major application enhancements as

well as insight into new, upcoming functionality. This session will summarize existing

features released within FleetFocus M5 version 16.0.0.

M5 Opening Session [M5] Product Manager Deb Wolfe begins the 2016 AssetWorks Academy with information

about what is new with FleetFocus M5 and what is on the horizon.

Introductory

FleetFocus FAQ [M5] This is a discovery session of common M5 support questions & concerns. Users have

the ability to engage in dialogue around these issues and better anticipate future

resolutions.

Product Orientation

Session for New(er) Users

[M5]

A full introduction of FleetFocus M5 (version 16.0.0) will be given covering the basics

of navigation, a high-level overview of each module and a review of reports as it

pertains to specific functionality. There will be an open forum for questions

(approximately 45 minutes), as well. This will be an interactive session and class

participation is strongly encouraged.

Hands-On Sessions

Create Your

Own...Dashboards

(Hands-On) DOUBLE

SESSION [M5]

Want to learn how to generate effective M5 Dashboards? Let us show you how in

this hands-on class! In this double session you will create your own dashboard--

graphs, charts, and gauges that provide a real-time indication of what is happening

in your shop.

Create Your

Own…Accident Entry form Screen Designer (Hands-On) DOUBLE

SESSION [M5]

Interested in using Screen Designer to build a custom form? This session will show

you how to incorporate the new enhancements into your custom accident form,

including additional notes, enhanced fields on the witness i-frame, ability to pick

and choose which fields to use on the i-frames, creating your own help text and

much more.

Create Your Own…Ad Hoc

Queries Beginner Session

(Hands-On) DOUBLE

SESSION [M5]

This is a Beginners session designed for users who are not familiar with the Ad Hoc

Query Tool. It is an opportunity to gain a better understanding of the product by

writing several simple queries using the Report List, Report Viewer, and the Report

Designer Menu which includes the Data Sources tab, Fields tab, Summary tab, and

Filters tab.


Create Your Own…Home

Page Session with Screen

Designer (Hands-On)

DOUBLE SESSION [M5]

Within version 15.0.0, the option of designing your home page was introduced. This

session will provide a forum to discuss the design features used to create custom

home pages with Screen Designer.

Create Your Own…Work

Order Entry form with

Screen Designer (Hands-

On) DOUBLE SESSION

[M5]

Work Orders can now be built using Screen Designer as of version 15.0.0. This session

will review how to create your own Work Order entry frame based on the available

functionality including the addition of work order items.

Introduction to

Structured Query

Language (SQL) (Hands-

On)

SQL can be used as a tool to enhance business intelligence data analysis features

within M5. SQL is a requirement in dashboard creations and is also utilized to create

ad hoc reports, crystal reports and/or retrieve information from the database. This

class focuses on creating basic queries within the inventory, asset, and workflow

modules.

Shop Floor/Parts Room

Auto Reorder Part

Request/Purchasing [M5]

In the last few years, M5 has made big changes in how parts are replenished through

transfers from other locations. Setting up and using central distribution locations is

now more practical, with several tricks added to stage requests, organize shipments,

and even transfer, receive, and issue parts with one click. This session will delve into

these new features in detail.

Commercial Repairs [M5] Interested in finding out the options for entering vendor repairs? If you currently

have someone responsible for entering vendor repair data, this session will allow

you to follow along and see how easy it is—whether you want to keep things simple

and just enter the repair information on the original work or if you need to track

repairs from the point of a contract through invoice reconciliation.

Driver Management [M5] In our changing industry where management of the 'safe vehicle' has always been

paramount, industry shifts now mean that demonstrating the management of the

'safe driver' is becoming even more critical. How does your organization record your

drivers? What can you do to record and manage your drivers’ event history in M5?

How can you define your risk rating for each driver and determine which drivers are

the biggest risk to your organization? This session will overview the very latest M5

driver management functionality and discuss the reasons why this area is becoming

so important to organizations


Integrating Mobile

Wireless [M5]

Bring the convenience, ease and cost savings of wireless technology to your fleet

operations. Remote data capture can play a vital role in ensuring data integrity and

timeliness. This session will discuss the many options available to FleetFocus M5

users including wireless handhelds and tablet PCs. Practical uses and cost

considerations will also be covered.

Labor Capture Options

[M5]

In this session, you will be provided with an overview of the options to capture labor

within M5, including real-time labor capture that features employee assignment

functionality providing a paperless method.

Physical Inventory

Process [M5]

This session will walk you through the various steps to perform a physical inventory,

including building count sheets, reviewing any variances and adjusting to get your

inventory levels updated.

Repeat Repairs [M5] This session will cover the options on how you can configure the system to help you

identify what you want to consider a “repeat repair” based on time and/or

frequency.

Smart Mobile Apps [M5] This class will cover the roadmap for the six smart applications (“Smart Apps”)

planned for FleetFocus. Primary focus will including the functionality of each

application as well as the architecture being used to develop the Smart Apps. An

open discussion will be held to engage the audience for input on the design and user

experience of the various Smart Apps.

Test Suites [M5] Many FleetFocus users have expressed a desire to track or save data from various

tests performed on units (i.e., tread depth, etc.). The Test Suites module will allow

users to define specific tests, associate tests with a tech spec and capture data

related to the tests. We will also cover the ability to enter test results without a

work order. This module is an exciting innovation for FleetFocus users and will ‘fill in

the gaps’ of data collection and auditing for a diverse fleet. Related reports will also

be discussed.

Understanding the

Quartermaster Module

[M5]

This feature of M5 explores ways to track stock inventory issued to personnel that

needs to be tracked with historical records. M5 users can match the requirements of

job duties to the types of inventory items those jobs qualify for (uniforms, firearms,

medical supplies, etc.). In addition, the lotter parts feature will be discussed, showing

how M5 can track various controlled drugs and other medical supplies that have

manufacturer dates, serial or lot numbers, and expiration dates. The setup screens

and related queries and reports that support this module will be reviewed as well.

Unit Requests [M5] Haven't yet taken advantage of Test Suites in M5? Learn how to set up Test Suites to

generate work requests when failures occur to keep your vehicles safely on the road.


Work Orders DOUBLE

SESSION [M5]

Understanding and making effective use of the Work Order screens in M5 is

essential to instituting and maintaining an effective work flow in your shops. This

class will review all elements of the Work Order Screens, review the assumptions

and capabilities of all the elements and suggest how to properly align the capabilities

of the shop floor with the functionality in the M5 software.

Admin/Procurement

Availability Versus

Downtime [M5]

Fleets are always talking about downtime, but is it a true measure of the availability

of units? M5's Availability module allows fleets to accurately report current and

historical availability to customers.

Billing DOUBLE SESSION

[M5]

Changing business models requires new ways of thinking about how to charge back

for services, supplies, and administrative costs. While every customer was set up

with an initial billing scheme, this session will explore all of the possibilities, including

little used markup settings, fixed charges, easier account setup, and auditing the

billing before it's sent out to the users.

CAM Integration with

FleetFocus M5 [M5]

This session will review the CAM/FleetFocus M5 integration. It will present the

various interfaces between the two applications, including how new assets are

loaded into FleetFocus from CAM. The session will also discuss how the integrations

are configured and scheduled.

Campaign/Recall

Management (Hands-On)

[M5]

Whether you receive a factory recall alert or want to perform an internal campaign

to your fleet, this session will walk you through the process of generating a campaign

and generating work requests for a select lists of vehicles.

Department Access

Functions [M5]

FleetFocus M5 has Department Level Security which is used to tighten security across

screens and reports giving users limited ability to view or update units, parts,

locations and employees belonging to various departments (using or owning) from

within a single company. This class will review how Department Level Security can

group together related FleetFocus M5 functions to establish department added

security.

Forecaster [M5] Not sure how Forecaster predicts your preventative maintenance work requests in

M5? Attend this session to gain an understanding of the various components within

M5 that drive the Forecaster results.

Incident Management

[M5]

How are operators reporting complaints? M5's Incident screen allows for the entry of

driver/operator complaints utilizing symptom codes. Symptom codes automatically

create work requests and allow for one-click work order creation. Additionally, a

clear audit trail linking incidents to work requests to repairs can help substantiate a

fleet's pre-trip inspection program.


Introduction to

FleetFocus M5 Fuel

Configuration [M5]

Learn all about the basics of configuring fuel management in FleetFocus M5. This

class will demonstrate how to create products, fuel locations, tanks, hoses and

discuss the various methods of fuel pricing. Also included will be fuel functionality

such as ordering, receiving and issuing fuel along with a review of the standard M5

fuel reports.

Meter Management [M5] This class will review controlling meters. Learn how to convince your users to help

clean up and stay current with meter readings. Can you ignore LTD totals? This

session will also cover the ‘secret’ second set of LTD totals. Learn how to

troubleshoot using reports that don’t match LTD as seen on the main unit record.

The many module flags affecting meter control will be discussed. Bring your meter

questions and examples of problems and we will try to give you some tools for

conquering the meter challenge.

Service Orders [M5] Do you need to generate a PO for items other than parts within M5? This session will

inform you of the recently developed M5 Service Order facility that will allow you to

order external services and apply these to Work Orders (as Commercial charges) with

the ability to charge against an overhead account.

Standard Jobs Beyond

PMs [M5]

Learn the potential of time savings and accurate data collection in configuring

Standard Jobs that are not related to a PM.

Warranty Management

[M5]

The rapidly rising cost of running a fleet along with ensuring the reliability of your

fleet demand that you squeeze out every last possible dime from your investment. If

this does not include tracking warranty on your unit, your systems, your parts, and

your outside commercial repairs you will lose money. Warranty questions? Bring

them to the class and we will try to find answers for your challenges.

Management/Front Office

Benefits of an M5

Management & Business

Process Review

This course will offer a three-part approach to an overall review of your system

operations that focuses on: 1.) examining practices and policies that reflect how

effectively the M5 system is being utilized to meet those expectations, 2.) pulling

existing data out of your system using a variety of reporting tools and analyzing its

accuracy while identifying additional methodologies to accomplish fleet goals, 3.)

preparing a final report including a list of recommendations the fleet management

team can take to meet internal goals and ensure industry best practices.


Benefits of Fuel System

Integration [M5]

What are the benefits of integrating a fuel solution with your FleetFocus M4 or M5

system? This class will discuss the benefits associated with an integrated fuel system

such as valid meter captures, a single system for fuel monitoring and the control on

operating costs. See how with valid meter and fuel consumption data, fuel can become

a preventive maintenance indicator and will provide detailed cost per mile reporting.

EquipmentFocus [M5] EquipmentFocus is a new module that offers clients the ability to maintain and track

equipment, such as tools and stationary assets within FleetFocus M5. This class will

review the screens added to support maintaining assets that are not the typical rolling,

mobile units. This class will also demonstrate the new tool tracking screens that are

part of the EquipmentFocus Module.

FleetFocus M5

Performance Measures

and Monitors [M5]

Performance Measures and Monitors is an optional business intelligence module in

FleetFocus. This class will examine the user interface and review the basic steps to

setting up the PMM module. Additionally, we will look at new measures added in the

last year and how they can be used to build your own metrics. We will also cover

planned enhancements.

Motor Pool Management

and KeyValet [M5]

Attend this class to learn the basics of how to setup, reserve, capture and report on

short term rentals. Discuss the various methods of charging customers for rentals and

review the standard motor pool reports that exist in FleetFocus M5. We will also

discuss the new KeyValet attendant-less key management system.

Setting an Effective Labor

Rate [M5]

Fleet managers are constantly pressed for information related to fleet costs. An integral

part of those costs are affected by the internal labor rate set for their shop(s). This class

will take the user through some different scenarios on how to establish an effective

labor rate from both accounting and database configuration perspectives.

Things You May Not

Know About M5 [M5]

An overview of some lesser-known “beneath the surface” type things or functions that

could be very useful if you were aware of them. Some examples are automatic work

order fees, ability to send text notifications, easy way to spot bad meter entries, date

shortcuts, why PO’s are not being created when you’re below min, why forecaster isn’t

creating WR’s, etc.

Analyst/Data Manager/Power User/System Administration

FleetFocus M5 Fuel

Management ICU

Troubleshooting [M5]

Do you have AssetWorks FuelFocus installed and want to learn how to troubleshoot

the fuel Island Control Unit (ICU)? Come to this session to understand the error

messages received at the ICU. This class will also cover the programs that run on the

ICU. Learn about the many log files that are kept on the ICU along with how to

interpret them. Also discussed will be the different parameter files.


Notifications/PM

Notifications [M5]

The Notification Manager frame has functionality to send emails (notifications) to

certain users when specific events take place. There are several notifications that

exist where special setup is required in order to use the event notification. This

session will go through the detailed setup of the notifications, as well as provide an

opportunity to discuss where the current notifications module could be improved.

Telematics Integrations

[M5]

The Telematics module provides the ability to communicate with the engine control

unit to capture vehicle location, meter readings, vehicle parameters, and fault codes.

This class will review the Telematics module architecture and how it’s licensed and

implemented. We will present how different Telematics Adapters manage the flow of

data to M5 and how technicians can manage fault codes from work orders.

Security [M5] This session will provide a security overview intended for System

Administrators as well as building menus and creation of field security templates.

Extended Training Asset Management [M5] Find out how FleetFocus M5 can manage the life cycle of your asset inventory. This

session will demonstrate optional workflows incorporating all of the existing

functionality within M5, providing you with the knowledge to implement the most

efficient method to replace, request, purchase and dispose of your equipment.

Inventory Management

[M5]

In-depth review of the various inventory management processes within M5 for stock

and non-stock items that you may want to request, purchase, receive and transfer

between one or many inventory locations.


Capital Asset Management (CAM) Course Listings CAM is a new product from AssetWorks that helps organizations track the full life-cycle of their vehicles and

equipment (www.assetworks.com/products/cam) and integrates with both FA and M5. The following courses are

available for both FA and M5 customers. Courses are listed alphabetically.

Capital Asset

Management (CAM)

Overview

This session is available to all AssetWorks customers and will provide an overview of

the CAM application for those interested in the CAM product. The session will

review the CAM implementation process as well as the two primary functional

processes in CAM: Procurement & Disposal, and Analytics & Planning.

CAM Business

Intelligence [CAM]

CAM integrates with FleetFocus to extract and summarize key fleet operating cost

information to populate its data mart. Additionally, CAM generates data for

managing procurement, disposal, planning and budgeting. This session will review

CAM’s integrated Business Intelligence tools that include developing ad-hoc and

saved queries, dashboards and visualizations.

Forecasting and

Planning Assets [CAM]

The newest CAM module allows customers to generate a strategic baseline forecast

of future replacement needs and build a tactical five-year capital plan that includes

replacements, growth, initiative, and contingency assets. This session will review

how the forecast is generated and its output, including capital and operating cost

forecasts. It will also review how a capital plan can be constructed from a forecast,

how non-replacement assets are added to the plan, how plans are reviewed with

asset users, and the updating of long-range forecasts based on the plan.

Managing Asset

Selection [CAM]

CAM can be used to help organizations manage the process of specifying assets and

build selector lists for asset users to select new and replacement assets from. Topics

that will covered include the CAM asset structure, building planning and request

specifications in CAM, pairing components, adding options, collecting data from

requestors, and converting planned specifications to contract/order specifications.

Managing the

Production and

Assembly of Assets

[CAM]

CAM has two processes for managing the internal and external production of assets.

This session will review how different assets are ordered and purchased, and how

CAM can be used to track the production of externally assembled assets and

manage the internal assembly of assets from separately delivered components. The

course will also review how the allocation and delivery of large orders can be

managed.

Ups and Down of Life-

Cycle [CAM]

This session will review how CAM calculates life-cycles, including category standard

models and custom life-cycle models. Session will review the theory behind the

model, where the model gets its data, the use of parameters and how the model

generates its results. Also discussed will be how assets with different utilization can

be compared using scatterplots to analyze the model results.

http://www.assetworks.com/products/cam

http://www.assetworks.com/products/cam

preliminary course listing - trapeze groupgo.volarisgroup.com/rs/430-mbx-989/images/assetworks...

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